Evermay Wealth Management LLC Reduced Holdings in Q3 2024

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
-471
- 70.3%
$83.08 - $110.79 $39.1K - $52.2K
199 $21K
PCAR
Paccar Inc

Industrials
-401
- 65.1%
$91.64 - $109.98 $36.7K - $44.1K
215 $21K
ELV
Elevance Health, Inc.

Healthcare
-11
- 0.69%
$500.12 - $562.29 $5.5K - $6.19K
1.58K $820K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.17K
- 6.82%
$33.61 - $35.94 $72.9K - $78K
29.7K $1.07M
EMR
Emerson Electric CO

Industrials
-316
- 9.79%
$98.19 - $118.87 $31K - $37.6K
2.91K $318K
EPD
Enterprise Products Partners L.P.

Energy
-1.24K
- 4.78%
$27.88 - $30.0 $34.5K - $37.1K
24.6K $716K
AMD
Advanced Micro Devices Inc

Technology
-197
- 50.64%
$128.67 - $183.96 $25.3K - $36.2K
192 $31K
CSCO
Cisco Systems, Inc.

Technology
-2.61K
- 13.89%
$44.74 - $53.22 $117K - $139K
16.2K $860K
PFE
Pfizer Inc

Healthcare
-1.68K
- 8.13%
$27.7 - $31.39 $46.4K - $52.6K
18.9K $547K
IFF
International Flavors & Fragrances Inc

Basic Materials
-320
- 49.23%
$93.14 - $105.12 $29.8K - $33.6K
330 $34K
DLR
Digital Realty Trust, Inc.

Real Estate
-191
- 34.98%
$144.47 - $162.98 $27.6K - $31.1K
355 $57K
IBM
International Business Machines Corp

Technology
-418
- 29.99%
$175.1 - $223.38 $73.2K - $93.4K
976 $215K
VMC
Vulcan Materials CO

Basic Materials
-106
- 5.9%
$231.83 - $274.51 $24.6K - $29.1K
1.69K $422K
AEP
American Electric Power CO Inc

Utilities
-351
- 37.54%
$87.11 - $104.95 $30.6K - $36.8K
584 $59K
USB
Us Bancorp \De\

Financial Services
-683
- 39.41%
$39.04 - $47.23 $26.7K - $32.3K
1.05K $48K
XOM
Exxon Mobil Corp

Energy
-385
- 3.19%
$109.72 - $119.0 $42.2K - $45.8K
11.7K $1.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-365
- 57.57%
$50.25 - $50.74 $18.3K - $18.5K
269 $13K
PICK
Ishares Inc Msci Global Select

ETFs
-2.34K
- 6.68%
$36.29 - $43.35 $84.9K - $101K
32.7K $1.41M
SO
Southern CO

Utilities
-288
- 45.86%
$77.0 - $90.52 $22.2K - $26.1K
340 $30K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-152
- 37.81%
$68.51 - $90.46 $10.4K - $13.7K
250 $18K
SBUX
Starbucks Corp

Consumer Cyclical
-256
- 56.51%
$72.51 - $98.6 $18.6K - $25.2K
197 $19K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-188
- 40.6%
$90.87 - $102.43 $17.1K - $19.3K
275 $27K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-306
- 17.56%
$77.02 - $85.06 $23.6K - $26K
1.44K $121K
JNJ
Johnson & Johnson

Healthcare
-1.01K
- 10.62%
$145.48 - $167.38 $147K - $169K
8.52K $1.38M
COF
Capital One Financial Corp

Financial Services
-160
- 15.38%
$131.42 - $153.05 $21K - $24.5K
880 $131K
MU
Micron Technology Inc

Technology
-3
- 0.75%
$86.27 - $136.82 $259 - $410
397 $41K
XLE
Energy Sector Spdr

ETFs
-21
- 0.78%
$84.35 - $93.39 $1.77K - $1.96K
2.67K $234K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-216
- 48.11%
$59.25 - $65.33 $12.8K - $14.1K
233 $15K
PG
Procter & Gamble CO

Consumer Defensive
-427
- 5.56%
$160.76 - $177.82 $68.6K - $75.9K
7.26K $1.26M
GM
General Motors CO

Consumer Cyclical
-150
- 7.89%
$39.95 - $49.9 $5.99K - $7.49K
1.75K $78K
BAC
Bank Of America Corp

Financial Services
-200
- 2.24%
$36.65 - $44.13 $7.33K - $8.83K
8.73K $346K
MO
Altria Group, Inc.

Consumer Defensive
-362
- 19.27%
$45.95 - $54.71 $16.6K - $19.8K
1.52K $77K
DE
Deere & CO

Industrials
-38
- 19.69%
$344.84 - $418.0 $13.1K - $15.9K
155 $64K
VEU
Vanguard Ftse All World Ex Us

ETFs
-321
- 11.71%
$56.47 - $63.69 $18.1K - $20.4K
2.42K $152K
ANET
Arista Networks, Inc.

Technology
-88
- 11.0%
$311.42 - $388.21 $27.4K - $34.2K
712 $273K
EOG
Eog Resources Inc

Energy
-49
- 27.53%
$117.9 - $132.65 $5.78K - $6.5K
129 $15K
CCI
Crown Castle International Corp

Real Estate
-98
- 43.95%
$95.29 - $120.24 $9.34K - $11.8K
125 $14K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-237
- 13.07%
$38.51 - $41.69 $9.13K - $9.88K
1.58K $65K
TXN
Texas Instruments Inc

Technology
-27
- 2.55%
$194.6 - $194.6 $5.25K - $5.25K
1.03K $200K
SEDG
Solaredge Technologies, Inc.

Technology
-230
- 98.71%
$17.85 - $31.65 $4.11K - $7.28K
3 $0
AFL
Aflac Inc

Financial Services
-60
- 33.33%
$88.52 - $111.8 $5.31K - $6.71K
120 $13K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 3.39%
$434.77 - $502.96 $6.09K - $7.04K
399 $194K
XRAY
Dentsply Sirona Inc.

Healthcare
-200
- 25.0%
$23.63 - $27.54 $4.73K - $5.51K
600 $16K
FCX
Freeport Mcmoran Inc

Basic Materials
-63
- 20.32%
$39.52 - $51.92 $2.49K - $3.27K
247 $12K
DGX
Quest Diagnostics Inc

Healthcare
-30
- 1.73%
$137.09 - $137.09 $4.11K - $4.11K
1.7K $233K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-36
- 20.69%
$156.14 - $187.2 $5.62K - $6.74K
138 $25K
STLA
Stellantis N.V.

Consumer Cyclical
-80
- 40.0%
$14.05 - $20.71 $1.12K - $1.66K
120 $1K
STZ
Constellation Brands, Inc.

Consumer Defensive
-10
- 2.42%
$236.42 - $259.82 $2.36K - $2.6K
404 $104K
CG
Carlyle Group Inc.

Financial Services
-60
- 19.48%
$37.24 - $49.74 $2.23K - $2.98K
248 $10K
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
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