Evermay Wealth Management LLC Sells in Q3 2024

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Solventum Corp
-138
- 55.2%
N/A
112 $0
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-5
- 3.23%
$112.99 - $126.45 $565 - $632
150 $18K
ICLN
Ishares

ETFs
-101
- 9.13%
$13.26 - $14.77 $1.34K - $1.49K
1.01K $14K
Global X Fds
-625
- 13.6%
N/A
3.97K $0
UAL
United Airlines Holdings, Inc.

Industrials
-30
- 20.98%
$37.88 - $58.85 $1.14K - $1.77K
113 $6K
Ge Vernova Inc
-91
- 20.18%
N/A
360 $0
VTRS
Viatris Inc

Healthcare
-48
- 7.52%
$10.32 - $12.13 $495 - $582
590 $6K
PLUG
Plug Power Inc

Industrials
-25
- 39.68%
$1.61 - $3.34 $40.3 - $83.5
38 $0
Veralto Corp
-40
- 1.71%
N/A
2.29K $0
Jacobs Solutions Inc
-50
- 2.46%
N/A
1.98K $0
Labcorp Holdings Inc
-310
- 5.94%
N/A
4.91K $0
KMB
Kimberly Clark Corp

Consumer Defensive
-12
- 2.44%
$135.05 - $148.35 $1.62K - $1.78K
479 $68K
DAL
Delta Air Lines, Inc.

Industrials
-5
- 1.0%
$37.32 - $51.8 $187 - $259
495 $25K
OTIS
Otis Worldwide Corp

Industrials
-50
- 5.73%
$91.43 - $104.43 $4.57K - $5.22K
822 $85K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-231
- 6.68%
$48.51 - $52.86 $11.2K - $12.2K
3.23K $170K
CME
Cme Group Inc.

Financial Services
-36
- 9.33%
$193.43 - $220.62 $6.96K - $7.94K
350 $77K
BWA
Borgwarner Inc

Consumer Cyclical
-150
- 8.82%
$31.19 - $36.75 $4.68K - $5.51K
1.55K $56K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-12
- 3.8%
$95.81 - $109.03 $1.15K - $1.31K
304 $32K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-40
- 22.35%
$72.18 - $107.33 $2.89K - $4.29K
139 $14K
WELL
Welltower Inc.

Real Estate
-12
- 8.76%
$104.0 - $129.74 $1.25K - $1.56K
125 $16K
DD
Du Pont De Nemours, Inc.

Basic Materials
-60
- 6.51%
$77.22 - $89.49 $4.63K - $5.37K
862 $76K
GS
Goldman Sachs Group Inc

Financial Services
-3
- 2.61%
$459.02 - $510.25 $1.38K - $1.53K
112 $55K
MAS
Masco Corp

Industrials
-435
- 18.53%
$64.7 - $83.94 $28.1K - $36.5K
1.91K $160K
WSO
Watsco Inc

Industrials
-10
- 3.28%
$448.73 - $519.89 $4.49K - $5.2K
295 $145K
KXI
Ishares Tr Global Consumer Sta

ETFs
-2.21K
- 8.37%
$59.84 - $66.17 $132K - $146K
24.2K $1.59M
CSX
Csx Corp

Industrials
-147
- 1.62%
$32.48 - $35.45 $4.77K - $5.21K
8.96K $309K
GLW
Corning Inc

Technology
-120
- 7.08%
$37.76 - $46.2 $4.53K - $5.54K
1.58K $71K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-5
- 0.31%
$30.61 - $34.92 $153 - $175
1.6K $55K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.18K
- 4.65%
$54.98 - $59.51 $285K - $308K
106K $6.33M
GE
General Electric CO

Industrials
-269
- 13.44%
$156.66 - $189.66 $42.1K - $51K
1.73K $326K
VZ
Verizon Communications Inc

Communication Services
-83
- 2.32%
$38.89 - $45.0 $3.23K - $3.74K
3.49K $156K
GD
General Dynamics Corp

Industrials
-20
- 1.58%
$279.51 - $308.09 $5.59K - $6.16K
1.25K $377K
RODM
Hartford Multifactor Developed

ETFs
-87
- 2.14%
$27.35 - $30.82 $2.38K - $2.68K
3.99K $121K
PHM
Pultegroup Inc

Consumer Cyclical
-5
- 1.1%
$103.95 - $144.98 $520 - $725
450 $64K
GIS
General Mills Inc

Consumer Defensive
-56
- 3.04%
$62.5 - $75.15 $3.5K - $4.21K
1.79K $132K
CL
Colgate Palmolive CO

Consumer Defensive
-100
- 2.54%
$95.54 - $108.77 $9.55K - $10.9K
3.84K $398K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-48
- 1.87%
$77.23 - $87.97 $3.71K - $4.22K
2.52K $218K
CLX
Clorox CO

Consumer Defensive
-8
- 1.06%
$131.73 - $166.97 $1.05K - $1.34K
745 $121K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-15
- 1.46%
$57.22 - $80.08 $858 - $1.2K
1.01K $78K
AMT
American Tower Corp

Real Estate
-100
- 8.52%
$192.27 - $242.73 $19.2K - $24.3K
1.07K $249K
LDOS
Leidos Holdings, Inc.

Technology
-30
- 2.0%
$142.66 - $163.02 $4.28K - $4.89K
1.47K $239K
BLK
Black Rock Inc.

Financial Services
-50
- 11.79%
$782.27 - $949.51 $39.1K - $47.5K
374 $355K
CARR
Carrier Global Corp

Industrials
-155
- 7.97%
$61.9 - $80.88 $9.59K - $12.5K
1.79K $144K
TFC
Truist Financial Corp

Financial Services
-30
- 0.5%
$38.22 - $44.94 $1.15K - $1.35K
5.96K $254K
VXF
Vanguard Extended Market ETF

ETFs
-81
- 2.84%
$163.98 - $182.92 $13.3K - $14.8K
2.77K $504K
JPM
Jpmorgan Chase & CO

Financial Services
-751
- 3.54%
$194.9 - $224.8 $146K - $169K
20.5K $4.32M
IWN
Ishares Russell2000 Val ETF

ETFs
-115
- 3.89%
$150.05 - $171.34 $17.3K - $19.7K
2.84K $473K
AMGN
Amgen Inc

Healthcare
-4
- 0.15%
$309.38 - $337.38 $1.24K - $1.35K
2.61K $841K
PSA
Public Storage

Real Estate
-34
- 6.88%
$283.13 - $365.01 $9.63K - $12.4K
460 $167K
Activity Summary
Buys All Purchases 90 New Holdings 35 Increased Positions 55 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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