Evermay Wealth Management LLC Reduced Holdings in Q3 2025

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-225K
- 53.59%
$34.31 - $38.09 $7.73M - $8.58M
195K $7.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10.1K
- 10.23%
$55.61 - $57.37 $562K - $580K
88.7K $5.07M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.8K
- 2.94%
$211.65 - $238.24 $381K - $429K
59.3K $13M
VTI
Vanguard Total Stock Market Et

ETFs
-3.93K
- 10.29%
$303.93 - $329.86 $1.19M - $1.3M
34.3K $11.3M
V
Visa Inc.

Financial Services
-500
- 5.51%
$332.09 - $358.86 $166K - $179K
8.58K $2.93M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-260
- 1.92%
$38.58 - $58.24 $10K - $15.1K
13.3K $521K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.44K
- 44.89%
$293.94 - $444.72 $423K - $640K
1.77K $786K
ACN
Accenture PLC

Technology
-265
- 12.46%
$232.56 - $304.78 $61.6K - $80.8K
1.86K $458K
SCHO
Schwab Short Term Us Treasury

ETFs
-6.71K
- 12.29%
$24.23 - $24.42 $163K - $164K
47.9K $1.17M
NFLX
Netflix Inc

Communication Services
-12
- 1.22%
$1147.87 - $1297.18 $13.8K - $15.6K
973 $1.17M
SYK
Stryker Corp

Healthcare
-161
- 4.96%
$368.57 - $403.53 $59.3K - $65K
3.09K $1.14M
VEA
Vanguard Ftse Developed Market

ETFs
-4.39K
- 10.29%
$56.02 - $60.3 $246K - $265K
38.3K $2.3M
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.38%
$915.95 - $994.57 $6.41K - $6.96K
1.84K $1.7M
KMI
Kinder Morgan, Inc.

Energy
-2.61K
- 7.79%
$26.23 - $28.5 $68.4K - $74.3K
30.9K $873K
ICE
Intercontinental Exchange, Inc.

Financial Services
-166
- 3.22%
$167.28 - $188.45 $27.8K - $31.3K
4.98K $839K
ROP
Roper Technologies Inc

Industrials
-51
- 4.55%
$495.03 - $573.0 $25.2K - $29.2K
1.07K $533K
LLY
Eli Lilly & CO

Healthcare
-47
- 1.25%
$625.65 - $812.69 $29.4K - $38.2K
3.72K $2.83M
MSTR
Microstrategy Inc

Technology
-142
- 24.96%
$300.7 - $455.9 $42.7K - $64.7K
427 $137K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.72K
- 13.1%
$23.82 - $25.84 $160K - $174K
44.5K $1.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-701
- 9.4%
$181.56 - $190.33 $127K - $133K
6.76K $1.28M
VBR
Vanguard Small Cap Value ETF

ETFs
-560
- 15.86%
$195.41 - $212.37 $109K - $119K
2.97K $619K
IVE
Ishares S&P 500 Value ETF

ETFs
-422
- 24.25%
$194.44 - $206.51 $82.1K - $87.1K
1.32K $272K
TGT
Target Corp

Consumer Defensive
-551
- 36.13%
$86.56 - $107.43 $47.7K - $59.2K
974 $87K
ETN
Eaton Corp PLC

Industrials
-270
- 12.27%
$342.99 - $392.76 $92.6K - $106K
1.93K $722K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.29K
- 55.8%
$50.79 - $54.95 $65.5K - $70.8K
1.02K $56K
CSCO
Cisco Systems, Inc.

Technology
-649
- 4.6%
$66.2 - $71.79 $43K - $46.6K
13.5K $920K
EMR
Emerson Electric CO

Industrials
-385
- 15.8%
$128.6 - $149.63 $49.5K - $57.6K
2.05K $269K
AMT
American Tower Corp

Real Estate
-75
- 5.36%
$192.32 - $232.35 $14.4K - $17.4K
1.32K $254K
TRV
Travelers Companies, Inc.

Financial Services
-265
- 15.5%
$250.62 - $279.43 $66.4K - $74K
1.45K $403K
CL
Colgate Palmolive CO

Consumer Defensive
-155
- 4.15%
$79.36 - $93.33 $12.3K - $14.5K
3.58K $286K
SNPS
Synopsys Inc

Technology
-45
- 2.87%
$387.78 - $645.35 $17.5K - $29K
1.52K $751K
PH
Parker Hannifin Corp

Industrials
-111
- 17.43%
$697.13 - $769.67 $77.4K - $85.4K
526 $398K
PG
Procter & Gamble CO

Consumer Defensive
-2
- 0.02%
$150.47 - $161.22 $301 - $322
8.13K $1.25M
DIS
Walt Disney CO

Communication Services
-215
- 10.35%
$112.25 - $124.0 $24.1K - $26.7K
1.86K $213K
PFE
Pfizer Inc

Healthcare
-2.28K
- 18.69%
$23.29 - $25.88 $53.1K - $59.1K
9.93K $252K
MKC
Mccormick & CO Inc

Consumer Defensive
-405
- 22.49%
$64.3 - $77.17 $26K - $31.3K
1.4K $93K
TREX
Trex CO Inc

Industrials
-480
- 6.93%
$50.48 - $68.49 $24.2K - $32.9K
6.45K $333K
KO
Coca Cola CO

Consumer Defensive
-150
- 2.13%
$65.67 - $71.67 $9.85K - $10.8K
6.9K $457K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-220
- 4.17%
$60.9 - $70.75 $13.4K - $15.6K
5.05K $315K
CB
Chubb LTD

Financial Services
-94
- 5.58%
$265.99 - $289.59 $25K - $27.2K
1.59K $448K
IBM
International Business Machines Corp

Technology
-25
- 1.0%
$234.77 - $292.47 $5.87K - $7.31K
2.46K $695K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1K
- 8.56%
$94.17 - $99.95 $94.3K - $100K
10.7K $1.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.2K
- 15.23%
$25.29 - $28.33 $80.9K - $90.7K
17.8K $496K
PM
Philip Morris International Inc.

Consumer Defensive
-74
- 6.3%
$157.77 - $183.27 $11.7K - $13.6K
1.1K $178K
GM
General Motors CO

Consumer Cyclical
-895
- 52.34%
$48.89 - $61.24 $43.8K - $54.8K
815 $49K
MTCH
Match Group, Inc.

Communication Services
-1.16K
- 67.6%
$31.83 - $38.77 $36.9K - $45K
556 $19K
CME
Cme Group Inc.

Financial Services
-110
- 27.5%
$258.83 - $287.1 $28.5K - $31.6K
290 $78K
APD
Air Products & Chemicals, Inc.

Basic Materials
-33
- 1.44%
$265.78 - $299.3 $8.77K - $9.88K
2.26K $615K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.21K
- 32.47%
$26.38 - $27.95 $31.9K - $33.8K
2.52K $68K
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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