Evermay Wealth Management LLC Incresed Positions in Q3 2024

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
55K
+ 63.78%
$50.29 - $54.92 $2.77M - $3.02M
141K $7.72M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
54.5K
+ 36.97%
$41.02 - $46.01 $2.23M - $2.51M
202K $9.18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.6K
+ 48.84%
$60.84 - $67.51 $1.98M - $2.2M
99.3K $6.71M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
17.9K
+ 6.18%
$29.23 - $33.51 $523K - $599K
307K $10.2M
SCHO
Schwab Short Term Us Treasury

ETFs
8.6K
+ 26.74%
$47.93 - $49.06 $412K - $422K
40.8K $2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 0.94%
$405.19 - $478.57 $29.6K - $34.9K
7.8K $3.59M
ORCL
Oracle Corp

Technology
693
+ 15.13%
$125.9 - $170.35 $87.2K - $118K
5.27K $898K
PANW
Palo Alto Networks Inc

Technology
717
+ 41.71%
$294.18 - $368.01 $211K - $264K
2.44K $832K
NOW
Service Now, Inc.

Technology
178
+ 29.04%
$730.87 - $937.36 $130K - $167K
791 $707K
VEA
Vanguard Ftse Developed Market

ETFs
324
+ 0.68%
$47.6 - $53.31 $15.4K - $17.3K
48.1K $2.54M
EW
Edwards Lifesciences Corp

Healthcare
2.63K
+ 351.41%
$59.7 - $93.78 $157K - $246K
3.37K $222K
ADP
Automatic Data Processing Inc

Industrials
138
+ 4.94%
$233.44 - $279.45 $32.2K - $38.6K
2.93K $811K
AVGO
Broadcom Inc.

Technology
7.92K
+ 924.62%
$136.27 - $1745.86 $1.08M - $13.8M
8.78K $1.51M
DFAI
Dimensional ETF Tr

ETFs
1.05K
+ 2.2%
$28.69 - $32.06 $30.2K - $33.7K
48.8K $1.55M
ICE
Intercontinental Exchange, Inc.

Financial Services
109
+ 2.25%
$136.93 - $162.81 $14.9K - $17.7K
4.95K $794K
APD
Air Products & Chemicals, Inc.

Basic Materials
60
+ 2.28%
$247.34 - $300.11 $14.8K - $18K
2.69K $799K
KMI
Kinder Morgan, Inc.

Energy
1.1K
+ 3.17%
$19.72 - $22.22 $21.6K - $24.3K
35.7K $787K
PH
Parker Hannifin Corp

Industrials
55
+ 14.36%
$501.01 - $635.92 $27.6K - $35K
438 $276K
ITW
Illinois Tool Works Inc

Industrials
188
+ 17.99%
$233.14 - $263.97 $43.8K - $49.6K
1.23K $323K
YUM
Yum Brands Inc

Consumer Cyclical
25
+ 0.26%
$125.95 - $139.96 $3.15K - $3.5K
9.73K $1.36M
LEU
Centrus Energy Corp

Energy
175
+ 3.5%
$35.36 - $57.72 $6.19K - $10.1K
5.18K $283K
TJX
Tjx Companies Inc

Consumer Cyclical
62
+ 0.74%
$107.93 - $120.23 $6.69K - $7.45K
8.42K $989K
CB
Chubb LTD

Financial Services
49
+ 3.08%
$252.51 - $292.2 $12.4K - $14.3K
1.64K $472K
ISRG
Intuitive Surgical Inc

Healthcare
105
+ 32.61%
$416.14 - $494.01 $43.7K - $51.9K
427 $209K
MAR
Marriott International Inc

Consumer Cyclical
171
+ 5.33%
$211.35 - $255.11 $36.1K - $43.6K
3.38K $839K
UNP
Union Pacific Corp

Industrials
90
+ 4.55%
$221.78 - $256.09 $20K - $23K
2.07K $509K
NFLX
Netflix Inc

Communication Services
50
+ 6.82%
$598.55 - $722.26 $29.9K - $36.1K
783 $555K
PGR
Progressive Corp

Financial Services
103
+ 17.7%
$209.46 - $259.24 $21.6K - $26.7K
685 $173K
DGRO
Ishares Core Dividend Growth E

ETFs
211
+ 2.99%
$57.47 - $62.76 $12.1K - $13.2K
7.28K $456K
IWF
Ishares Russell 1000 Gr ETF

ETFs
7
+ 0.16%
$332.02 - $382.76 $2.32K - $2.68K
4.27K $1.6M
MKC
Mccormick & CO Inc

Consumer Defensive
351
+ 22.19%
$69.44 - $84.76 $24.4K - $29.8K
1.93K $159K
SNPS
Synopsys Inc

Technology
340
+ 23.69%
$463.97 - $621.3 $158K - $211K
1.78K $898K
IVE
Ishares S&P 500 Value ETF

ETFs
77
+ 4.43%
$181.06 - $197.17 $13.9K - $15.2K
1.82K $358K
IVW
Ishares S&P 500 Growth ETF

ETFs
367
+ 22.5%
$84.77 - $97.13 $31.1K - $35.6K
2K $191K
QUAL
Ishares Msci Usa Quality Facto

ETFs
161
+ 13.16%
$162.64 - $179.3 $26.2K - $28.9K
1.38K $248K
TMUS
T Mobile Us, Inc.

Communication Services
24
+ 2.53%
$175.14 - $206.36 $4.2K - $4.95K
971 $200K
EFG
Msci Eafe Growth ETF

ETFs
225
+ 833.33%
$96.84 - $108.77 $21.8K - $24.5K
252 $27K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.24K
+ 11.84%
$49.83 - $62.75 $61.8K - $77.8K
11.7K $675K
NVDA
Nvidia Corp

Technology
466
+ 2.31%
$98.91 - $134.91 $46.1K - $62.9K
20.6K $2.51M
ROP
Roper Technologies Inc

Industrials
42
+ 3.54%
$515.25 - $576.55 $21.6K - $24.2K
1.23K $683K
DG
Dollar General Corp

Consumer Defensive
170
+ 8500.0%
$80.41 - $132.42 $13.7K - $22.5K
172 $14K
APH
Amphenol Corp

Technology
362
+ 5.43%
$58.39 - $70.41 $21.1K - $25.5K
7.02K $457K
FDX
Fedex Corp

Industrials
40
+ 72.73%
$254.64 - $313.52 $10.2K - $12.5K
95 $25K
WSM
Williams Sonoma Inc

Consumer Cyclical
300
+ 100.0%
$128.47 - $280.94 $38.5K - $84.3K
600 $92K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4
+ 0.39%
$97.05 - $106.1 $388 - $424
1.03K $109K
EEM
Ishares Msci Emerging Markets

ETFs
74
+ 6.76%
$40.42 - $46.7 $2.99K - $3.46K
1.17K $53K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
100
+ 285.71%
$39.47 - $49.4 $3.95K - $4.94K
135 $6K
VTWO
Vanguard Russell 2000 ETF

ETFs
4
+ 0.73%
$81.17 - $90.77 $325 - $363
554 $49K
WRB
Berkley W R Corp

Financial Services
370
+ 50.0%
$51.54 - $79.62 $19.1K - $29.5K
1.11K $62K
Activity Summary
Buys All Purchases 90 New Holdings 35 Increased Positions 55 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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