Evermay Wealth Management LLC Sells in Q4 2024

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
-677
- 86.35%
$128.08 - $140.32 $86.7K - $95K
107 $13K
SMB
Vaneck Short Muni ETF

ETFs
-4.85K
- 33.87%
$17.07 - $17.26 $82.8K - $83.7K
9.47K $161K
VB
Vanguard Small Cap ETF

ETFs
-493
- 4.58%
$233.76 - $261.58 $115K - $129K
10.3K $2.47M
YUM
Yum Brands Inc

Consumer Cyclical
-190
- 1.95%
$130.36 - $139.54 $24.8K - $26.5K
9.54K $1.28M
CMCSA
Comcast Corp

Communication Services
-500
- 3.56%
$37.39 - $45.14 $18.7K - $22.6K
13.5K $508K
SLV
I Shares Silver Trust

ETFs
-67
- 0.19%
$26.33 - $31.74 $1.76K - $2.13K
35.8K $943K
GE
General Electric CO

Industrials
-223
- 12.87%
$159.95 - $194.23 $35.7K - $43.3K
1.51K $251K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-960
- 95.05%
$77.25 - $91.3 $74.2K - $87.6K
50 $4K
ETN
Eaton Corp PLC

Industrials
-220
- 7.15%
$326.96 - $377.52 $71.9K - $83.1K
2.86K $947K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-33
- 0.42%
$442.29 - $483.08 $14.6K - $15.9K
7.77K $3.52M
UNP
Union Pacific Corp

Industrials
-117
- 5.65%
$223.15 - $249.32 $26.1K - $29.2K
1.95K $445K
NXPI
Nxp Semiconductors N.V.

Technology
-254
- 88.19%
$207.27 - $255.58 $52.6K - $64.9K
34 $7K
CL
Colgate Palmolive CO

Consumer Defensive
-100
- 2.61%
$90.22 - $102.31 $9.02K - $10.2K
3.74K $339K
APD
Air Products & Chemicals, Inc.

Basic Materials
-130
- 4.84%
$285.5 - $335.62 $37.1K - $43.6K
2.56K $741K
ACN
Accenture PLC

Technology
-148
- 6.41%
$343.9 - $376.86 $50.9K - $55.8K
2.16K $760K
PSX
Phillips 66

Energy
-350
- 41.18%
$110.35 - $138.93 $38.6K - $48.6K
500 $56K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-350
- 28.71%
$72.97 - $96.75 $25.5K - $33.9K
869 $64K
MELI
Mercadolibre Inc

Consumer Cyclical
-5
- 4.0%
$1666.0 - $2117.3 $8.33K - $10.6K
120 $204K
CMI
Cummins Inc

Industrials
-200
- 27.14%
$324.93 - $383.42 $65K - $76.7K
537 $187K
PG
Procter & Gamble CO

Consumer Defensive
-55
- 0.76%
$161.05 - $179.7 $8.86K - $9.88K
7.2K $1.21M
AEP
American Electric Power CO Inc

Utilities
-414
- 70.89%
$90.91 - $102.21 $37.6K - $42.3K
170 $15K
VEU
Vanguard Ftse All World Ex Us

ETFs
-526
- 21.73%
$57.29 - $63.1 $30.1K - $33.2K
1.9K $108K
LHX
L3 Harris Technologies, Inc.

Industrials
-80
- 9.08%
$208.94 - $264.22 $16.7K - $21.1K
801 $168K
DGRO
Ishares Core Dividend Growth E

ETFs
-480
- 6.6%
$60.73 - $64.94 $29.2K - $31.2K
6.8K $416K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-11
- 0.08%
$91.94 - $100.02 $1.01K - $1.1K
13K $1.2M
XLE
Energy Sector Spdr

ETFs
-356
- 13.34%
$83.32 - $97.27 $29.7K - $34.6K
2.31K $198K
GPC
Genuine Parts CO

Consumer Cyclical
-200
- 54.05%
$113.11 - $143.63 $22.6K - $28.7K
170 $19K
EW
Edwards Lifesciences Corp

Healthcare
-798
- 23.67%
$64.54 - $75.92 $51.5K - $60.6K
2.57K $190K
ALB
Albemarle Corp

Basic Materials
-291
- 44.43%
$86.08 - $111.3 $25K - $32.4K
364 $31K
PSA
Public Storage

Real Estate
-5
- 1.09%
$289.33 - $360.21 $1.45K - $1.8K
455 $136K
DGX
Quest Diagnostics Inc

Healthcare
-202
- 11.88%
N/A
1.5K $205K
DVY
Ishares Tr

ETFs
-50
- 1.0%
$129.55 - $143.41 $6.48K - $7.17K
4.97K $651K
EA
Electronic Arts Inc.

Communication Services
-188
- 35.14%
$140.69 - $167.97 $26.4K - $31.6K
347 $50K
IAU
Ishares Gold Trust

ETFs
-238
- 0.34%
$48.37 - $52.65 $11.5K - $12.5K
70.8K $3.51M
FTV
Fortive Corp

Technology
-137
- 4.35%
$71.16 - $79.68 $9.75K - $10.9K
3.01K $225K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.23K
- 2.15%
$567.81 - $607.81 $698K - $748K
55.9K $32.8M
CVX
Chevron Corp

Energy
-77
- 1.71%
$141.15 - $162.53 $10.9K - $12.5K
4.43K $640K
NVS
Novartis Ag

Healthcare
-12
- 1.02%
$96.78 - $117.18 $1.16K - $1.41K
1.16K $113K
SYY
Sysco Corp

Consumer Defensive
-250
- 21.74%
$73.63 - $81.77 $18.4K - $20.4K
900 $68K
MDT
Medtronic PLC

Healthcare
-28
- 1.54%
$79.61 - $92.24 $2.23K - $2.58K
1.79K $142K
CSX
Csx Corp

Industrials
-26
- 0.29%
$31.58 - $36.88 $821 - $959
8.93K $288K
VZ
Verizon Communications Inc

Communication Services
-75
- 2.15%
$39.6 - $45.21 $2.97K - $3.39K
3.41K $136K
BA
Boeing CO

Industrials
-168
- 42.97%
$138.14 - $180.72 $23.2K - $30.4K
223 $39K
SRE
Sempra Energy

Utilities
-229
- 50.0%
$80.81 - $94.77 $18.5K - $21.7K
229 $20K
INTC
Intel Corp

Technology
-232
- 7.23%
$19.07 - $26.23 $4.42K - $6.09K
2.98K $59K
EFG
Msci Eafe Growth ETF

ETFs
-121
- 48.02%
$96.83 - $106.88 $11.7K - $12.9K
131 $12K
RODM
Hartford Multifactor Developed

ETFs
-198
- 4.97%
$28.36 - $30.42 $5.62K - $6.02K
3.79K $107K
ICLN
Ishares

ETFs
-990
- 98.51%
$11.35 - $14.51 $11.2K - $14.4K
15 $0
XRAY
Dentsply Sirona Inc.

Healthcare
-400
- 66.67%
$17.26 - $26.12 $6.9K - $10.4K
200 $3K
Activity Summary
Buys All Purchases 106 New Holdings 34 Increased Positions 72 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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