Evermay Wealth Management LLC Options Holdings

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 573
  • Current Value $806 Million
  • Prior Value $756 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 94 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 127 stocks
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