Evermay Wealth Management LLC Portfolio Holdings

Evermay Wealth Management LLC

  • $756 Million
  • Q1 2025

Evermay Wealth Management LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $756 Million distributed in 579 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $111M, Spdr Ser Tr Spdr Portfolio Int with a value of $109M, Vanguard Index Fds S&P 500 ETF with a value of $68.8M, Spdr Portfolio Short Term Trea with a value of $63.5M, and Ishares Core S&P Mid Cap ETF with a value of $39.6M.

Examining the 13F form we can see an increase of $101M in the current position value, from $654M to 756M.

Evermay Wealth Management LLC is based out at Arlington, VA

Below you can find more details about Evermay Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $756 Million
ETFs: $604 Million
Technology: $32.7 Million
Financial Services: $31.7 Million
Consumer Cyclical: $22.9 Million
Healthcare: $16.4 Million
Industrials: $13.8 Million
Communication Services: $11.9 Million
Consumer Defensive: $7.59 Million
Other: $14.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78,000 0.01% of portfolio
5,800
Q4 2021 New
$0
$93,000 0.01% of portfolio
3,906
Q1 2024 Added 567.69%
$0
$11,000 0.0% of portfolio
400
Q2 2021 New
$0
$12,000 0.0% of portfolio
298
Q4 2023 Reduced 10.51%
$0
$1,000 0.0% of portfolio
48
Q4 2023 Reduced 75.38%
$37.3M
$0 0.0% of portfolio
205
Q1 2025 New
$0
$16,000 0.0% of portfolio
1,266
Q2 2021 New
$16.3M
$0 0.0% of portfolio
30
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 579
  • Current Value $756 Million
  • Prior Value $654 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 39 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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