Evermay Wealth Management LLC Purchases in Q4 2024

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MP
Mp Materials Corp.

Basic Materials
75
+ 22.39%
$15.6 - $23.11 $1.17K - $1.73K
410 $6K
SCI
Service Corp International

Consumer Cyclical
20
New
$73.36 - $88.6 $1.47K - $1.77K
20 $1K
ETR
Entergy Corp

Utilities
76
+ 100.0%
$73.19 - $156.4 $5.56K - $11.9K
152 $11K
DG
Dollar General Corp

Consumer Defensive
33
+ 19.19%
$73.27 - $84.47 $2.42K - $2.79K
205 $15K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
15
New
$72.85 - $89.2 $1.09K - $1.34K
15 $1K
ZTS
Zoetis Inc.

Healthcare
12
+ 31.58%
$162.24 - $194.42 $1.95K - $2.33K
50 $8K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
166
+ 3.11%
$88.59 - $94.57 $14.7K - $15.7K
5.5K $488K
CEG
Constellation Energy Corp

Utilities
3
New
$224.28 - $285.52 $673 - $857
3 $0
Canopy Growth Corp
2
New
N/A
2 $0
Brookfield Infrastructure CO
249
New
N/A
249 $0
Blackrock Inc
369
New
N/A
369 $0
Arista Networks Inc
2.85K
New
N/A
2.85K $0
Amplify ETF Tr
40
+ 3.79%
N/A
1.1K $0
Verastem Inc
6
New
N/A
6 $0
VTWO
Vanguard Russell 2000 ETF

ETFs
2
+ 0.36%
$87.42 - $98.06 $175 - $196
556 $49K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
7
+ 0.68%
$104.52 - $115.08 $732 - $806
1.04K $109K
Allbirds Inc
2
New
N/A
2 $0
TLRY
Tilray Brands, Inc.

Healthcare
8
New
$1.16 - $1.77 $9.28 - $14.2
8 $0
AVEM
American Centy ETF Tr Avantis

ETFs
16
New
$58.59 - $66.14 $937 - $1.06K
16 $0
TRP
Tc Energy Corp

Energy
10
New
$44.03 - $50.23 $440 - $502
10 $0
TNDM
Tandem Diabetes Care Inc

Healthcare
9
New
$27.34 - $41.78 $246 - $376
9 $0
RUN
Sunrun Inc.

Technology
40
New
$9.13 - $17.5 $365 - $700
40 $0
Advisor Managed Portfolios
126
New
N/A
126 $0
BHF
Brighthouse Financial, Inc.

Financial Services
6
New
$43.95 - $52.91 $264 - $317
6 $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
20.1K
New
N/A
20.1K $0
NOK
Nokia Corp

Technology
50
New
$4.13 - $4.95 $207 - $248
50 $0
Grayscale Bitcoin Mini Tr Et
134
New
N/A
134 $0
IGC
India Globalization Capital, Inc.

Industrials
30
New
$0.33 - $0.41 $9.9 - $12.3
30 $0
Oragenics Inc
2
New
N/A
2 $0
F
Ford Motor CO

Consumer Cyclical
54
+ 11.32%
$9.69 - $11.4 $523 - $616
531 $5K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
12
New
$70.31 - $77.39 $844 - $929
12 $0
Ishares Bitcoin Trust ETF
950
New
N/A
950 $0
Lam Research Corp
2.34K
New
N/A
2.34K $0
KRBN
Kraneshares Global Carbon Stra

Technology
25
New
$26.98 - $32.82 $675 - $821
25 $0
Jacobs Solutions Inc
67
+ 3.38%
N/A
2.05K $0
EXC
Exelon Corp

Utilities
10
New
$36.22 - $40.97 $362 - $410
10 $0
SMIN
Ishares Msci India Small Cap I

ETFs
10
New
$75.68 - $86.0 $757 - $860
10 $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
300
+ 200.0%
$25.79 - $80.4 $7.74K - $24.1K
450 $11K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36.6K
+ 192.92%
$22.01 - $66.82 $806K - $2.45M
55.6K $1.26M
TSCO
Tractor Supply CO

Consumer Cyclical
3
+ 60.0%
$52.59 - $303.74 $158 - $911
8 $0
IEFA
Ishares Tr

ETFs
217
+ 10.01%
$70.06 - $77.43 $15.2K - $16.8K
2.39K $167K
UBER
Uber Technologies, Inc

Technology
14
+ 7.0%
$59.93 - $86.34 $839 - $1.21K
214 $12K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.7K
+ 97.52%
$25.33 - $51.16 $346K - $699K
27.7K $716K
MU
Micron Technology Inc

Technology
4
+ 1.01%
$84.16 - $113.41 $337 - $454
401 $33K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.72K
+ 189.56%
$26.93 - $84.95 $73.4K - $231K
4.16K $113K
CB
Chubb LTD

Financial Services
33
+ 2.01%
$271.57 - $301.89 $8.96K - $9.96K
1.67K $461K
ORCL
Oracle Corp

Technology
7
+ 0.13%
$165.41 - $192.43 $1.16K - $1.35K
5.28K $879K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
33
+ 0.21%
$26.63 - $30.23 $879 - $998
15.5K $413K
ICE
Intercontinental Exchange, Inc.

Financial Services
125
+ 2.53%
$148.29 - $166.93 $18.5K - $20.9K
5.07K $755K
Activity Summary
Buys All Purchases 106 New Holdings 34 Increased Positions 72 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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