Evermay Wealth Management LLC Incresed Positions in Q3 2025

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
523K
+ 13.27%
$28.38 - $29.05 $14.9M - $15.2M
4.47M $129M
SPTS
Spdr Portfolio Short Term Trea

ETFs
258K
+ 11.13%
$29.12 - $29.34 $7.5M - $7.56M
2.57M $75.4M
IEMG
Ishares Inc

ETFs
137K
+ 952.09%
N/A
151K $8.1M
DFAI
Dimensional ETF Tr

ETFs
103K
+ 45.86%
$34.05 - $36.55 $3.49M - $3.75M
326K $11.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.6K
+ 6.88%
$72.65 - $78.68 $1.13M - $1.22M
242K $18.9M
SPMD
Spdr Portfolio

ETFs
18.2K
+ 6.74%
$54.43 - $58.29 $988K - $1.06M
287K $16.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.9K
+ 5.33%
$42.26 - $47.16 $631K - $704K
295K $13.7M
JMSB
John Marshall Bancorp, Inc.

Financial Services
14.4K
+ 4.32%
$18.41 - $21.24 $266K - $307K
348K $6.91M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.18K
+ 8.66%
$49.43 - $54.52 $108K - $119K
27.4K $1.48M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
719
+ 1.86%
$100.37 - $100.74 $72.2K - $72.4K
39.4K $3.96M
PLTR
Palantir Technologies Inc.

Technology
47
+ 5.37%
$130.68 - $186.97 $6.14K - $8.79K
923 $168K
DGRO
Ishares Core Dividend Growth E

ETFs
237
+ 3.49%
$64.12 - $68.08 $15.2K - $16.1K
7.03K $478K
PANW
Palo Alto Networks Inc

Technology
226
+ 4.01%
$167.06 - $208.19 $37.8K - $47.1K
5.86K $1.19M
IFF
International Flavors & Fragrances Inc

Basic Materials
660
+ 150.0%
$60.3 - $77.46 $39.8K - $51.1K
1.1K $67K
DD
Du Pont De Nemours, Inc.

Basic Materials
200
+ 17.75%
$69.9 - $78.26 $14K - $15.7K
1.33K $103K
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.02%
$91.03 - $98.69 $91 - $98.7
4.92K $469K
PSA
Public Storage

Real Estate
80
+ 24.69%
$271.94 - $298.09 $21.8K - $23.8K
404 $116K
BALL
Ball Corp

Consumer Cyclical
562
+ 28.06%
$48.47 - $59.71 $27.2K - $33.6K
2.57K $129K
EW
Edwards Lifesciences Corp

Healthcare
193
+ 6.47%
$73.75 - $81.83 $14.2K - $15.8K
3.18K $246K
CLX
Clorox CO

Consumer Defensive
50
+ 7.19%
$117.67 - $131.43 $5.88K - $6.57K
745 $91K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
20
+ 57.14%
$87.05 - $93.19 $1.74K - $1.86K
55 $5K
SBAC
Sba Communications Corp

Real Estate
38
+ 28.79%
$191.35 - $239.35 $7.27K - $9.1K
170 $32K
INSM
Insmed Inc

Healthcare
10
+ 50.0%
$96.14 - $147.2 $961 - $1.47K
30 $4K
Blackrock Inc
1
+ 0.29%
N/A
342 $0
EXC
Exelon Corp

Utilities
1
+ 10.0%
$42.73 - $45.54 $42.7 - $45.5
11 $0
NOW
Service Now, Inc.

Technology
76
+ 9.35%
$850.86 - $1044.69 $64.7K - $79.4K
889 $818K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 1.69%
$2292.04 - $2514.05 $4.58K - $5.03K
120 $280K
CMCSA
Comcast Corp

Communication Services
550
+ 4.26%
$31.41 - $36.33 $17.3K - $20K
13.5K $422K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.21%
$288.69 - $310.94 $1.73K - $1.87K
2.81K $823K
ELV
Elevance Health, Inc.

Healthcare
50
+ 4.04%
$274.66 - $395.76 $13.7K - $19.8K
1.29K $415K
CRM
Salesforce, Inc.

Technology
78
+ 2.99%
$231.66 - $273.65 $18.1K - $21.3K
2.69K $636K
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 174 Reductions 173 Sold out 1 Options Calls 0 Puts 0
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