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
TPYP
Managed Portfolio Ser Tortoise

ETFs
-670
- 15.47%
$31.7 - $36.82 $21.2K - $24.7K
3.66K $124K
XLU
Utilities Sector Spdr

ETFs
-60
- 4.78%
$74.89 - $82.93 $4.49K - $4.98K
1.2K $90K
VRSK
Verisk Analytics, Inc.

Industrials
-65
- 6.53%
$262.86 - $294.75 $17.1K - $19.2K
930 $256K
USB
Us Bancorp \De\

Financial Services
-250
- 23.81%
$43.98 - $53.66 $11K - $13.4K
800 $38K
ROBO
Robo Global Robotics And Autom

ETFs
-150
- 12.93%
$55.06 - $58.6 $8.26K - $8.79K
1.01K $56K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-160
- 64.0%
$72.67 - $99.25 $11.6K - $15.9K
90 $8K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-60
- 3.41%
$101.77 - $113.02 $6.11K - $6.78K
1.7K $179K
QCOM
Qualcomm Inc

Technology
-11
- 2.59%
$150.4 - $178.04 $1.65K - $1.96K
413 $63K
AMD
Advanced Micro Devices Inc

Technology
-4
- 2.08%
$118.88 - $172.8 $476 - $691
188 $22K
KMB
Kimberly Clark Corp

Consumer Defensive
-18
- 3.76%
$130.37 - $146.09 $2.35K - $2.63K
461 $60K
SBUX
Starbucks Corp

Consumer Cyclical
-64
- 32.49%
$87.44 - $102.5 $5.6K - $6.56K
133 $12K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-180
- 11.25%
$61.21 - $76.19 $11K - $13.7K
1.42K $106K
XLV
Select Sector Spdr Fund Health

ETFs
-32
- 28.32%
$136.28 - $154.74 $4.36K - $4.95K
81 $11K
FCX
Freeport Mcmoran Inc

Basic Materials
-45
- 18.22%
$38.08 - $50.82 $1.71K - $2.29K
202 $7K
IRBO
Ishares Robotics & Artificial

ETFs
-150
- 21.43%
N/A
550 $17K
NIO
Nio Inc.

Consumer Cyclical
-609
- 99.84%
$4.31 - $7.21 $2.62K - $4.39K
1 $0
VTRS
Viatris Inc

Healthcare
-308
- 52.2%
$11.32 - $13.37 $3.49K - $4.12K
282 $3K
PM
Philip Morris International Inc.

Consumer Defensive
-17
- 1.7%
$118.38 - $133.06 $2.01K - $2.26K
981 $118K
EOG
Eog Resources Inc

Energy
-29
- 22.48%
$118.22 - $136.54 $3.43K - $3.96K
100 $12K
COF
Capital One Financial Corp

Financial Services
-160
- 18.18%
$145.19 - $192.01 $23.2K - $30.7K
720 $128K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-22
- 5.51%
$481.22 - $538.17 $10.6K - $11.8K
377 $192K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-21
- 10.45%
$56.61 - $61.63 $1.19K - $1.29K
180 $10K
MS
Morgan Stanley

Financial Services
-15
- 28.85%
$104.42 - $134.99 $1.57K - $2.02K
37 $4K
ADSK
Autodesk, Inc.

Technology
-3
- 2.33%
N/A
126 $30K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-4
- 66.67%
$238.25 - $261.28 $953 - $1.05K
2 $0
Fortrea Hldgs Inc
-87
- 38.84%
N/A
137 $0
Ge Healthcare Technologies I
-105
- 10.47%
N/A
898 $0
Ge Vernova Inc
-55
- 15.28%
N/A
305 $0
Ab Active Etfs Inc
-1.49K
- 28.74%
N/A
3.7K $0
VOD
Vodafone Group Public LTD CO

Communication Services
-20
- 83.33%
$8.37 - $9.95 $167 - $199
4 $0
Linde PLC
-290
- 58.0%
N/A
210 $0
Labcorp Holdings Inc
-245
- 4.99%
N/A
4.67K $0
Veralto Corp
-89
- 3.88%
N/A
2.21K $0
Amentum Holdings Inc
-1.38K
- 69.7%
N/A
600 $0
Global X Fds
-1.75K
- 44.03%
N/A
2.22K $0
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-25
- 18.52%
$45.39 - $62.98 $1.13K - $1.57K
110 $6K
Solventum Corp
-40
- 35.71%
N/A
72 $0
GLW
Corning Inc

Technology
-45
- 2.86%
$44.11 - $49.76 $1.98K - $2.24K
1.53K $72K
COIN
Coinbase Global, Inc.

Technology
-1
- 3.7%
$163.17 - $343.62 $163 - $344
26 $6K
VO
Vanguard Mid Cap ETF

ETFs
-28
- 0.09%
$261.5 - $284.63 $7.32K - $7.97K
32K $8.45M
GM
General Motors CO

Consumer Cyclical
-218
- 12.46%
$44.82 - $60.2 $9.77K - $13.1K
1.53K $81K
TREX
Trex CO Inc

Industrials
-150
- 2.12%
$62.94 - $79.88 $9.44K - $12K
6.93K $478K
BAC
Bank Of America Corp

Financial Services
-583
- 6.68%
$39.22 - $47.77 $22.9K - $27.8K
8.15K $357K
META
Meta Platforms, Inc.

Communication Services
-122
- 2.44%
$554.08 - $632.68 $67.6K - $77.2K
4.88K $2.88M
VXF
Vanguard Extended Market ETF

ETFs
-35
- 1.26%
$179.17 - $207.15 $6.27K - $7.25K
2.74K $519K
EMR
Emerson Electric CO

Industrials
-200
- 6.87%
$108.13 - $134.33 $21.6K - $26.9K
2.71K $336K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 6.82%
$4100.99 - $5300.34 $12.3K - $15.9K
41 $203K
BMY
Bristol Myers Squibb CO

Healthcare
-120
- 2.18%
$51.92 - $59.94 $6.23K - $7.19K
5.38K $304K
SCHW
Schwab Charles Corp

Financial Services
-332
- 6.71%
$63.31 - $82.85 $21K - $27.5K
4.62K $341K
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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