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
TMUS
T Mobile Us, Inc.

Communication Services
-3
- 0.19%
$226.02 - $259.01 $678 - $777
1.57K $375K
BA
Boeing CO

Industrials
-18
- 1.82%
$209.79 - $237.38 $3.78K - $4.27K
973 $210K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-10
- 10.1%
$103.83 - $179.9 $1.04K - $1.8K
89 $15K
FVCB
Fvc Bankcorp, Inc.

Financial Services
-1K
- 7.65%
$11.93 - $13.87 $11.9K - $13.9K
12.1K $159K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1
- 0.8%
$96.73 - $137.09 $96.7 - $137
124 $16K
PHYS
Sprott Physical Gold Trust

Financial Services
-441
- 10.14%
$25.02 - $29.62 $11K - $13.1K
3.91K $115K
XLU
Utilities Sector Spdr

ETFs
-10
- 0.85%
$81.14 - $87.32 $811 - $873
1.16K $101K
VAW
Vanguard Materials ETF

ETFs
-35
- 2.59%
$193.21 - $210.15 $6.76K - $7.36K
1.32K $269K
MCD
Mcdonalds Corp

Consumer Cyclical
-195
- 3.49%
$291.67 - $316.99 $56.9K - $61.8K
5.4K $1.64M
ITW
Illinois Tool Works Inc

Industrials
-2
- 0.35%
$252.31 - $269.41 $505 - $539
572 $149K
ROK
Rockwell Automation, Inc

Industrials
-64
- 3.56%
$328.67 - $358.52 $21K - $22.9K
1.73K $605K
IVW
Ishares S&P 500 Growth ETF

ETFs
-60
- 3.55%
$108.97 - $121.65 $6.54K - $7.3K
1.63K $196K
CVX
Chevron Corp

Energy
-288
- 6.23%
$145.57 - $161.83 $41.9K - $46.6K
4.34K $673K
NEM
Newmont Corp

Basic Materials
-2
- 0.4%
$57.35 - $85.25 $115 - $171
496 $41K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-35
- 4.85%
$284.45 - $324.95 $9.96K - $11.4K
687 $219K
TFC
Truist Financial Corp

Financial Services
-50
- 0.86%
$42.83 - $47.07 $2.14K - $2.35K
5.76K $263K
INTC
Intel Corp

Technology
-20
- 1.47%
$19.31 - $35.5 $386 - $710
1.34K $44K
LOW
Lowes Companies Inc

Consumer Cyclical
-100
- 7.27%
$215.01 - $273.02 $21.5K - $27.3K
1.28K $320K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13
- 2.47%
$546.99 - $602.2 $7.11K - $7.83K
513 $307K
PEP
Pepsico Inc

Consumer Defensive
-476
- 4.71%
$133.81 - $152.16 $63.7K - $72.4K
9.63K $1.35M
XOM
Exxon Mobil Corp

Energy
-311
- 2.7%
$105.83 - $117.22 $32.9K - $36.5K
11.2K $1.27M
GLD
Spdr Gold Trust

ETFs
-11
- 2.09%
$300.96 - $355.47 $3.31K - $3.91K
515 $183K
CSX
Csx Corp

Industrials
-17
- 0.19%
$32.05 - $36.52 $545 - $621
8.91K $316K
DVY
Ishares Tr

ETFs
-115
- 2.4%
$133.88 - $142.57 $15.4K - $16.4K
4.67K $664K
AXP
American Express CO

Financial Services
-60
- 1.47%
$294.27 - $342.31 $17.7K - $20.5K
4.03K $1.34M
LHX
L3 Harris Technologies, Inc.

Industrials
-31
- 3.87%
$252.18 - $305.41 $7.82K - $9.47K
770 $235K
VTV
Vanguard Value ETF

ETFs
-446
- 3.65%
$175.51 - $186.57 $78.3K - $83.2K
11.8K $2.19M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-378
- 2.46%
$30.13 - $33.37 $11.4K - $12.6K
15K $500K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-35
- 0.14%
$28.15 - $30.13 $985 - $1.05K
24.9K $737K
VXF
Vanguard Extended Market ETF

ETFs
-23
- 0.84%
$193.58 - $213.07 $4.45K - $4.9K
2.7K $565K
IDV
Ishares Tr

ETFs
-5.08K
- 4.56%
$34.54 - $37.28 $176K - $190K
106K $3.89M
BNL
Broadstone Net Lease, Inc.

Real Estate
-2.15K
- 4.51%
$15.75 - $18.78 $33.8K - $40.3K
45.4K $811K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-154
- 2.06%
$459.11 - $506.91 $70.7K - $78.1K
7.3K $3.67M
IWN
Ishares Russell2000 Val ETF

ETFs
-18
- 0.63%
$157.1 - $178.94 $2.83K - $3.22K
2.82K $498K
VBK
Vanguard Small Cap Growth ETF

ETFs
-17
- 0.6%
$276.51 - $305.12 $4.7K - $5.19K
2.83K $840K
IWD
Ishares Russell 1000 Val ETF

ETFs
-376
- 2.58%
$192.76 - $203.86 $72.5K - $76.7K
14.2K $2.89M
UNH
Unitedhealth Group Inc

Healthcare
-34
- 1.53%
$237.77 - $353.61 $8.08K - $12K
2.2K $757K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-178
- 0.27%
$21.69 - $23.34 $3.86K - $4.15K
65.1K $1.51M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-335
- 1.23%
$87.29 - $93.61 $29.2K - $31.4K
26.8K $2.5M
NEE
Nextera Energy Inc

Utilities
-575
- 2.55%
$69.77 - $77.54 $40.1K - $44.6K
22K $1.66M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-355
- 0.55%
$43.95 - $45.8 $15.6K - $16.3K
64K $2.93M
GE
General Electric CO

Industrials
-25
- 0.83%
$244.75 - $305.63 $6.12K - $7.64K
2.99K $899K
DHI
Horton D R Inc

Consumer Cyclical
-465
- 9.17%
$129.82 - $184.04 $60.4K - $85.6K
4.61K $780K
NSC
Norfolk Southern Corp

Industrials
-35
- 0.98%
$259.49 - $300.41 $9.08K - $10.5K
3.54K $1.06M
JNJ
Johnson & Johnson

Healthcare
-217
- 3.6%
$155.17 - $185.42 $33.7K - $40.2K
5.81K $1.08M
VB
Vanguard Small Cap ETF

ETFs
-241
- 1.86%
$237.58 - $259.17 $57.3K - $62.5K
12.7K $3.23M
IAU
Ishares Gold Trust

ETFs
-150
- 0.87%
$61.62 - $72.77 $9.24K - $10.9K
17K $1.24M
RTX
Raytheon Technologies Corp

Industrials
-350
- 3.19%
$144.19 - $167.33 $50.5K - $58.6K
10.6K $1.78M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-14
- 0.33%
$420.11 - $472.68 $5.88K - $6.62K
4.21K $1.97M
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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