Evermay Wealth Management LLC Sells in Q2 2025

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-184
- 7.63%
$274.35 - $599.47 $50.5K - $110K
2.23K $695K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.8K
- 30.03%
$39.89 - $49.46 $431K - $535K
25.2K $1.25M
IEMG
Ishares Inc

ETFs
-6.89K
- 32.46%
N/A
14.3K $769K
IAUM
I Shares Gold Trust Micro

ETFs
-15.5K
- 18.41%
$29.65 - $34.24 $459K - $530K
68.5K $2.26M
ICF
Ishares Tr

ETFs
-5.3K
- 64.83%
$54.56 - $62.47 $289K - $331K
2.87K $175K
LLY
Eli Lilly & CO

Healthcare
-163
- 4.15%
$713.71 - $898.95 $116K - $147K
3.76K $2.93M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.04K
- 3.93%
$51.14 - $57.0 $207K - $230K
98.8K $5.62M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.57K
- 6.22%
$100.35 - $100.71 $257K - $258K
38.7K $3.89M
ABBV
Abb Vie Inc.

Healthcare
-472
- 6.7%
$170.16 - $206.27 $80.3K - $97.4K
6.57K $1.22M
V
Visa Inc.

Financial Services
-811
- 8.2%
$308.27 - $373.31 $250K - $303K
9.08K $3.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.7K
- 14.76%
$72.96 - $90.39 $343K - $425K
27.1K $2.43M
DUK
Duke Energy Corp

Utilities
-888
- 7.59%
$112.46 - $124.05 $99.9K - $110K
10.8K $1.28M
MCD
Mcdonalds Corp

Consumer Cyclical
-97
- 1.7%
$285.55 - $321.23 $27.7K - $31.2K
5.6K $1.63M
JNJ
Johnson & Johnson

Healthcare
-376
- 5.87%
$146.36 - $159.82 $55K - $60.1K
6.03K $920K
UPS
United Parcel Service Inc

Industrials
-1.21K
- 68.97%
$91.92 - $110.2 $111K - $133K
543 $54K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-940
- 58.1%
$90.21 - $112.66 $84.8K - $106K
678 $61K
FTV
Fortive Corp

Technology
-935
- 31.86%
$52.13 - $74.29 $48.7K - $69.5K
2K $104K
IWD
Ishares Russell 1000 Val ETF

ETFs
-993
- 6.37%
$166.82 - $194.23 $166K - $193K
14.6K $2.83M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.65K
- 21.18%
$20.42 - $25.3 $115K - $143K
21K $531K
YUM
Yum Brands Inc

Consumer Cyclical
-35
- 0.39%
$138.36 - $161.45 $4.84K - $5.65K
9.01K $1.34M
TROW
Price T Rowe Group Inc

Financial Services
-925
- 69.03%
$80.27 - $98.06 $74.2K - $90.7K
415 $40K
ELV
Elevance Health, Inc.

Healthcare
-58
- 4.48%
$372.27 - $452.69 $21.6K - $26.3K
1.24K $481K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-840
- 10.12%
$152.93 - $181.74 $128K - $153K
7.46K $1.36M
NEE
Nextera Energy Inc

Utilities
-665
- 2.87%
$64.11 - $75.0 $42.6K - $49.9K
22.5K $1.56M
SCHO
Schwab Short Term Us Treasury

ETFs
-3.27K
- 5.66%
$24.19 - $24.45 $79.2K - $80K
54.6K $1.33M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.14K
- 8.85%
$81.46 - $94.63 $92.5K - $107K
11.7K $1.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-250
- 15.38%
$210.83 - $235.28 $52.7K - $58.8K
1.38K $305K
D
Dominion Energy, Inc

Utilities
-1.18K
- 15.91%
$49.66 - $58.0 $58.6K - $68.4K
6.24K $352K
PFE
Pfizer Inc

Healthcare
-1.88K
- 13.37%
$21.59 - $24.84 $40.7K - $46.8K
12.2K $295K
ITW
Illinois Tool Works Inc

Industrials
-218
- 27.53%
$218.41 - $252.43 $47.6K - $55K
574 $141K
HD
Home Depot, Inc.

Consumer Cyclical
-131
- 1.88%
$335.24 - $380.78 $43.9K - $49.9K
6.85K $2.51M
TGT
Target Corp

Consumer Defensive
-330
- 17.79%
$88.76 - $105.77 $29.3K - $34.9K
1.53K $150K
CMI
Cummins Inc

Industrials
-150
- 27.99%
$267.12 - $336.65 $40.1K - $50.5K
386 $126K
KO
Coca Cola CO

Consumer Defensive
-487
- 6.46%
$68.37 - $73.9 $33.3K - $36K
7.05K $499K
GIS
General Mills Inc

Consumer Defensive
-406
- 22.71%
$50.37 - $60.97 $20.5K - $24.8K
1.38K $71K
CLX
Clorox CO

Consumer Defensive
-100
- 12.58%
$118.01 - $148.69 $11.8K - $14.9K
695 $83K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.68K
- 4.62%
$90.56 - $109.49 $424K - $512K
96.6K $10.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-503
- 82.73%
$55.54 - $69.09 $27.9K - $34.8K
105 $7K
NOC
Northrop Grumman Corp

Industrials
-4
- 0.17%
$456.3 - $540.39 $1.83K - $2.16K
2.37K $1.18M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-100
- 11.61%
$376.48 - $440.65 $37.6K - $44.1K
761 $335K
DVY
Ishares Tr

ETFs
-116
- 2.37%
$118.37 - $134.86 $13.7K - $15.6K
4.79K $635K
XLE
Energy Sector Spdr

ETFs
-23
- 1.04%
$76.44 - $94.13 $1.76K - $2.16K
2.19K $185K
ENR
Energizer Holdings, Inc.

Industrials
-350
- 33.11%
$19.83 - $29.97 $6.94K - $10.5K
707 $14K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-161
- 11.63%
$152.42 - $182.82 $24.5K - $29.4K
1.22K $223K
VZ
Verizon Communications Inc

Communication Services
-55
- 1.15%
$41.67 - $45.62 $2.29K - $2.51K
4.75K $205K
GLW
Corning Inc

Technology
-380
- 31.4%
$39.07 - $52.59 $14.8K - $20K
830 $43K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-177
- 4.54%
$24.32 - $27.87 $4.3K - $4.93K
3.72K $98K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-168
- 11.71%
$83.8 - $101.39 $14.1K - $17K
1.27K $128K
VHT
Vanguard Health Care ETF

ETFs
-34
Closed
$236.71 - $261.92 $8.05K - $8.91K
0 $0
Activity Summary
Buys All Purchases 126 New Holdings 32 Increased Positions 94 Sells All Sells 128 Reductions 127 Sold out 1 Options Calls 0 Puts 0
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