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
CAT
Caterpillar Inc

Industrials
-60
- 2.35%
$390.92 - $477.15 $23.5K - $28.6K
2.5K $1.19M
NOC
Northrop Grumman Corp

Industrials
-94
- 3.97%
$498.9 - $609.32 $46.9K - $57.3K
2.27K $1.38M
HD
Home Depot, Inc.

Consumer Cyclical
-116
- 1.69%
$357.4 - $423.42 $41.5K - $49.1K
6.73K $2.73M
APH
Amphenol Corp

Technology
-27
- 0.28%
$97.39 - $125.4 $2.63K - $3.39K
9.46K $1.17M
MSFT
Microsoft Corp

Technology
-200
- 1.13%
$491.09 - $535.64 $98.2K - $107K
17.5K $9.08M
VO
Vanguard Mid Cap ETF

ETFs
-652
- 1.99%
$279.83 - $293.74 $182K - $192K
32.1K $9.43M
ABBV
Abb Vie Inc.

Healthcare
-146
- 2.22%
$184.85 - $231.54 $27K - $33.8K
6.42K $1.49M
AVGO
Broadcom Inc.

Technology
-359
- 4.44%
$264.74 - $369.57 $95K - $133K
7.73K $2.55M
JPM
Jpmorgan Chase & CO

Financial Services
-458
- 2.38%
$282.78 - $316.06 $130K - $145K
18.8K $5.92M
IAUM
I Shares Gold Trust Micro

ETFs
-725
- 1.06%
$32.6 - $38.5 $23.6K - $27.9K
67.8K $2.61M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.81K
- 2.09%
$132.9 - $142.03 $241K - $258K
85.1K $12M
GOOG
Alphabet Inc.

Communication Services
-48
- 0.68%
$175.16 - $255.24 $8.41K - $12.3K
7.02K $1.71M
NVDA
Nvidia Corp

Technology
-41
- 0.19%
$153.3 - $186.58 $6.29K - $7.65K
21.1K $3.93M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-22.6K
- 3.49%
$62.09 - $66.51 $1.4M - $1.5M
625K $40.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.96K
- 2.03%
$108.46 - $120.63 $213K - $237K
94.6K $11.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-185
- 0.48%
$50.79 - $76.4 $9.4K - $14.1K
38K $2.91M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.42K
- 3.34%
$620.67 - $670.08 $883K - $954K
41.2K $27.6M
GOOGL
Alphabet Inc.

Communication Services
-902
- 2.52%
$174.36 - $254.72 $157K - $230K
35K $8.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-369
- 0.68%
$617.65 - $666.84 $228K - $246K
53.8K $35.8M
AAPL
Apple Inc.

Technology
-1.24K
- 2.1%
$202.38 - $256.87 $251K - $319K
57.8K $14.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.12K
- 3.25%
$567.77 - $614.76 $2.34M - $2.53M
123K $75.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-64.8K
- 1.43%
$24.46 - $26.5 $1.59M - $1.72M
4.48M $118M
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
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email