Evermay Wealth Management LLC Options Holdings

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $866 Million
  • Prior Value $806 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 32 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 173 stocks
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email