Evermay Wealth Management LLC Portfolio Holdings

Evermay Wealth Management LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $618 Million distributed in 588 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 $116M, Vanguard Index Fds S&P 500 ETF with a value of $72.8M, Ishares Core S&P Mid Cap ETF with a value of $44.2M, Spdr S&P 500 ETF Trust with a value of $32.8M, and Ishares Core S&P 500 ETF with a value of $29.1M.

Examining the 13F form we can see an decrease of $2M in the current position value, from $620M to 618M.

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.