Evermay Wealth Management LLC Sells in Q3 2024

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-125
- 3.73%
$315.94 - $371.96 $39.5K - $46.5K
3.23K $1.17M
CMCSA
Comcast Corp

Communication Services
-259
- 1.81%
$37.33 - $41.78 $9.67K - $10.8K
14K $586K
NKE
Nike, Inc.

Consumer Cyclical
-75
- 2.89%
$71.09 - $89.44 $5.33K - $6.71K
2.52K $222K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-350
- 5.53%
$64.35 - $75.71 $22.5K - $26.5K
5.98K $440K
VBK
Vanguard Small Cap Growth ETF

ETFs
-98
- 3.21%
$240.48 - $267.94 $23.6K - $26.3K
2.95K $789K
CRM
Salesforce, Inc.

Technology
-66
- 2.37%
$238.42 - $276.53 $15.7K - $18.3K
2.71K $742K
MTCH
Match Group, Inc.

Communication Services
-150
- 2.95%
$29.34 - $38.14 $4.4K - $5.72K
4.93K $186K
KO
Coca Cola CO

Consumer Defensive
-495
- 5.61%
$62.69 - $73.01 $31K - $36.1K
8.33K $598K
V
Visa Inc.

Financial Services
-340
- 3.2%
$253.74 - $291.56 $86.3K - $99.1K
10.3K $2.82M
URI
United Rentals, Inc.

Industrials
-175
- 15.58%
$627.41 - $814.1 $110K - $142K
948 $767K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.35K
- 6.03%
$41.9 - $48.26 $98.3K - $113K
36.6K $1.75M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 0.64%
$531.86 - $624.21 $2.66K - $3.12K
775 $479K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.25K
- 5.25%
$75.32 - $84.37 $245K - $274K
58.6K $4.9M
VUG
Vanguard Growth ETF

ETFs
-55
- 0.71%
$341.08 - $391.94 $18.8K - $21.6K
7.72K $2.96M
PEP
Pepsico Inc

Consumer Defensive
-11
- 0.1%
$161.9 - $179.3 $1.78K - $1.97K
11.2K $1.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-425
- 3.17%
$87.56 - $95.49 $37.2K - $40.6K
13K $1.24M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-151
- 0.79%
$59.93 - $66.52 $9.05K - $10K
19K $1.26M
BX
Blackstone Inc.

Financial Services
-40
- 1.7%
$120.77 - $159.66 $4.83K - $6.39K
2.31K $354K
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 0.62%
$801.83 - $917.05 $10.4K - $11.9K
2.08K $1.84M
SLV
I Shares Silver Trust

ETFs
-41
- 0.11%
$24.33 - $29.38 $998 - $1.2K
35.9K $1.02M
WMT
Walmart Inc.

Consumer Defensive
-240
- 3.65%
$66.91 - $81.4 $16.1K - $19.5K
6.33K $511K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-226
- 0.64%
$36.98 - $41.55 $8.36K - $9.39K
35.3K $1.45M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-200
- 2.31%
$162.83 - $179.16 $32.6K - $35.8K
8.44K $1.51M
ACN
Accenture PLC

Technology
-40
- 1.7%
$295.44 - $355.81 $11.8K - $14.2K
2.31K $816K
NOC
Northrop Grumman Corp

Industrials
-167
- 7.63%
$423.73 - $533.14 $70.8K - $89K
2.02K $1.07M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-147
- 0.75%
$41.22 - $51.19 $6.06K - $7.52K
19.4K $947K
VB
Vanguard Small Cap ETF

ETFs
-302
- 2.73%
$214.77 - $237.72 $64.9K - $71.8K
10.8K $2.55M
VTI
Vanguard Total Stock Market Et

ETFs
-1.87K
- 4.35%
$255.18 - $283.2 $477K - $530K
41.1K $11.6M
DUK
Duke Energy Corp

Utilities
-197
- 1.78%
$99.35 - $117.71 $19.6K - $23.2K
10.9K $1.25M
VTV
Vanguard Value ETF

ETFs
-101
- 0.82%
$159.75 - $174.57 $16.1K - $17.6K
12.2K $2.12M
MCD
Mcdonalds Corp

Consumer Cyclical
-482
- 7.56%
$245.82 - $304.51 $118K - $147K
5.9K $1.8M
UNH
Unitedhealth Group Inc

Healthcare
-36
- 1.41%
$488.01 - $604.18 $17.6K - $21.8K
2.51K $1.47M
IDV
Ishares Tr

ETFs
-6.03K
- 4.17%
$27.62 - $30.64 $167K - $185K
139K $4.19M
ABBV
Abb Vie Inc.

Healthcare
-25
- 0.33%
$163.84 - $199.33 $4.1K - $4.98K
7.53K $1.49M
IWD
Ishares Russell 1000 Val ETF

ETFs
-249
- 1.57%
$173.36 - $189.8 $43.2K - $47.3K
15.6K $2.97M
RTX
Raytheon Technologies Corp

Industrials
-17
- 0.16%
$99.55 - $123.34 $1.69K - $2.1K
10.9K $1.32M
DHI
Horton D R Inc

Consumer Cyclical
-85
- 1.68%
$135.21 - $197.06 $11.5K - $16.8K
4.96K $946K
NEE
Nextera Energy Inc

Utilities
-1.11K
- 4.4%
$69.9 - $84.97 $77.4K - $94.1K
24.1K $2.03M
DHR
Danaher Corp

Healthcare
-243
- 2.13%
$239.25 - $280.76 $58.1K - $68.2K
11.2K $3.1M
META
Meta Platforms, Inc.

Communication Services
-70
- 1.38%
$453.41 - $572.44 $31.7K - $40.1K
5.01K $2.87M
ICF
Ishares Tr

ETFs
-711
- 1.67%
$56.77 - $67.33 $40.4K - $47.9K
42K $2.77M
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 0.57%
$333.64 - $405.2 $13.7K - $16.6K
7.19K $2.91M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.45K
- 2.62%
$117.9 - $128.2 $289K - $314K
91K $11.7M
VO
Vanguard Mid Cap ETF

ETFs
-128
- 0.4%
$237.84 - $263.83 $30.4K - $33.8K
32K $8.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.42K
- 3.13%
$105.53 - $118.34 $360K - $404K
106K $12.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.21K
- 2.34%
$520.18 - $576.82 $630K - $699K
50.5K $29.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.06K
- 1.82%
$517.38 - $573.86 $548K - $608K
57.1K $32.8M
AAPL
Apple Inc.

Technology
-735
- 1.21%
$207.23 - $234.82 $152K - $173K
59.8K $13.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-25.2K
- 3.43%
$57.32 - $62.65 $1.44M - $1.58M
709K $44.2M
Activity Summary
Buys All Purchases 90 New Holdings 35 Increased Positions 55 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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