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
PGR
Progressive Corp

Financial Services
-1
- 0.08%
$238.61 - $264.3 $239 - $264
1.28K $315K
META
Meta Platforms, Inc.

Communication Services
-9
- 0.19%
$695.21 - $791.73 $6.26K - $7.13K
4.84K $3.55M
UPS
United Parcel Service Inc

Industrials
-188
- 34.62%
$82.58 - $105.54 $15.5K - $19.8K
355 $29K
ICF
Ishares Tr

ETFs
-405
- 14.1%
$59.57 - $62.89 $24.1K - $25.5K
2.47K $152K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 6.67%
$5364.25 - $5815.92 $10.7K - $11.6K
28 $151K
MDT
Medtronic PLC

Healthcare
-363
- 20.34%
$87.67 - $95.74 $31.8K - $34.8K
1.42K $135K
GLW
Corning Inc

Technology
-500
- 60.24%
$51.6 - $82.03 $25.8K - $41K
330 $27K
DHR
Danaher Corp

Healthcare
-111
- 1.05%
$181.46 - $212.2 $20.1K - $23.6K
10.5K $2.07M
BMY
Bristol Myers Squibb CO

Healthcare
-127
- 1.78%
$43.31 - $48.98 $5.5K - $6.22K
7K $315K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.14K
- 3.67%
$37.73 - $38.9 $43K - $44.3K
30K $1.17M
RODM
Hartford Multifactor Developed

ETFs
-342
- 10.32%
$33.53 - $35.95 $11.5K - $12.3K
2.97K $105K
ABT
Abbott Laboratories

Healthcare
-11
- 0.31%
$120.51 - $136.62 $1.33K - $1.5K
3.49K $467K
MAS
Masco Corp

Industrials
-220
- 18.09%
$64.44 - $76.07 $14.2K - $16.7K
996 $70K
SLB
Schlumberger Limited

Energy
-200
- 28.01%
$32.37 - $37.31 $6.47K - $7.46K
514 $17K
LPG
Dorian Lpg Ltd.

Energy
-440
- 33.85%
$24.6 - $32.7 $10.8K - $14.4K
860 $25K
NYT
New York Times CO

Communication Services
-120
- 40.0%
$51.43 - $61.95 $6.17K - $7.43K
180 $10K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-50
- 12.11%
$65.64 - $78.22 $3.28K - $3.91K
363 $24K
DUK
Duke Energy Corp

Utilities
-552
- 5.11%
$116.31 - $125.93 $64.2K - $69.5K
10.3K $1.27M
NKE
Nike, Inc.

Consumer Cyclical
-46
- 1.93%
$69.24 - $79.24 $3.19K - $3.65K
2.33K $162K
ILMN
Illumina, Inc.

Healthcare
-59
- 60.2%
$91.69 - $109.88 $5.41K - $6.48K
39 $3K
GENC
Gencor Industries Inc

Industrials
-400
- 21.62%
$13.84 - $16.68 $5.54K - $6.67K
1.45K $20K
LDOS
Leidos Holdings, Inc.

Technology
-270
- 18.4%
$159.2 - $188.96 $43K - $51K
1.2K $226K
MRK
Merck & Co., Inc.

Healthcare
-977
- 6.0%
$77.6 - $87.37 $75.8K - $85.4K
15.3K $1.28M
UNP
Union Pacific Corp

Industrials
-70
- 3.66%
$214.91 - $237.16 $15K - $16.6K
1.85K $436K
UBER
Uber Technologies, Inc

Technology
-50
- 18.94%
$86.91 - $99.57 $4.35K - $4.98K
214 $20K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-92
- 69.7%
$39.06 - $43.42 $3.59K - $3.99K
40 $1K
AMGN
Amgen Inc

Healthcare
-42
- 1.39%
$271.18 - $309.22 $11.4K - $13K
2.98K $839K
DGX
Quest Diagnostics Inc

Healthcare
-21
- 1.4%
N/A
1.48K $202K
EA
Electronic Arts Inc.

Communication Services
-50
- 31.25%
$147.79 - $202.05 $7.39K - $10.1K
110 $22K
MO
Altria Group, Inc.

Consumer Defensive
-197
- 12.99%
$57.75 - $67.68 $11.4K - $13.3K
1.32K $87K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-90
- 60.0%
$11.93 - $21.97 $1.07K - $1.98K
60 $1K
USB
Us Bancorp \De\

Financial Services
-50
- 6.25%
$43.94 - $50.41 $2.2K - $2.52K
750 $36K
Ralliant Corp
-6
- 0.9%
N/A
658 $0
UAA
Under Armour, Inc.

Consumer Cyclical
-108
- 92.31%
$4.77 - $7.37 $515 - $796
9 $0
Linde PLC
-25
- 11.9%
N/A
185 $0
Morgan Stanley ETF Trust
-93
- 4.42%
N/A
2.01K $0
LUV
Southwest Airlines CO

Industrials
-10
- 76.92%
$29.06 - $37.7 $291 - $377
3 $0
Ishares Bitcoin Trust ETF
-150
- 13.64%
N/A
950 $0
Veralto Corp
-6
- 0.33%
N/A
1.82K $0
Labcorp Holdings Inc
-471
- 11.08%
N/A
3.78K $0
Global X Fds
-335
- 31.84%
N/A
717 $0
Ab Active Etfs Inc
-12
- 0.33%
N/A
3.68K $0
Cooper Cos Inc
-224
- 15.56%
N/A
1.22K $0
DXC
Dxc Technology CO

Technology
-5
- 38.46%
$12.85 - $16.24 $64.3 - $81.2
8 $0
Ge Healthcare Technologies I
-33
- 3.01%
N/A
1.06K $0
Jacobs Solutions Inc
-145
- 7.45%
N/A
1.8K $0
Barrick Mng Corp
-300
- 98.36%
N/A
5 $0
GILD
Gilead Sciences, Inc.

Healthcare
-2
- 1.33%
$108.22 - $120.47 $216 - $241
148 $16K
KHC
Kraft Heinz CO

Consumer Defensive
-3
- 0.88%
$25.63 - $28.94 $76.9 - $86.8
337 $8K
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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