Evermay Wealth Management LLC Top Holdings and 13F Report (2025)

About Evermay Wealth Management LLC

Investment Activity

Evermay Wealth Management LLC has $761.46 million in total holdings as of March 31, 2025.
Evermay Wealth Management LLC owns shares of 579 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 19.11% of the portfolio was purchased this quarter.
About 2.89% of the portfolio was sold this quarter.
This quarter, Evermay Wealth Management LLC has purchased 573 new stocks and bought additional shares in 65 stocks.
Evermay Wealth Management LLC sold shares of 142 stocks and completely divested from 33 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $110,670,552
SPDR Portfolio Intermediate Term Treasury ETF: $109,351,710
Vanguard S&P 500 ETF: $68,833,185
SPDR Portfolio Short Term Treasury ETF: $63,453,988
iShares Core S&P Mid-Cap ETF: $39,590,593

Largest New Holdings this Quarter

15189T107 - CenterPoint Energy: $178,216 Holding
594972408 - Strategy: $167,197 Holding
45782C417 - Innovator U.S. Equity Power Buffer ETF - February: $130,994 Holding
92939U106 - WEC Energy Group: $122,930 Holding
26951R104 - Eagle Financial Services: $85,550 Holding

Largest Purchases this Quarter

SPDR Portfolio Intermediate Term Treasury ETF: 2,717,835 shares (about $77.68M)
SPDR Portfolio Short Term Treasury ETF: 1,832,328 shares (about $53.58M)
Amazon.com: 17,309 shares (about $3.29M)
iShares Gold Trust Micro: 80,224 shares (about $2.50M)
SPDR Portfolio S&P 400 Mid Cap ETF: 30,894 shares (about $1.58M)

Largest Sales this Quarter

iShares Gold Trust: 53,673 shares (about $3.16M)
iShares Core S&P 500 ETF: 3,632 shares (about $2.04M)
iShares MSCI EAFE ETF: 21,955 shares (about $1.79M)
Schwab US Large-Cap ETF: 75,322 shares (about $1.66M)
iShares Core U.S. Aggregate Bond ETF: 14,927 shares (about $1.48M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$110,670,552	$1,663,110 ▼	-1.5%	5,012,253	14.5%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$109,351,710	$77,675,724 ▲	245.2%	3,826,162	14.4%	ETF
VOO Vanguard S&P 500 ETF	$68,833,185	$785,255 ▼	-1.1%	133,940	9.0%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$63,453,988	$53,577,271 ▲	542.5%	2,170,109	8.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$39,590,593	$757,208 ▼	-1.9%	678,502	5.2%	ETF
SPY SPDR S&P 500 ETF Trust	$31,143,268	$206,994 ▼	-0.7%	55,518	4.1%	Finance
IVV iShares Core S&P 500 ETF	$25,096,135	$2,040,820 ▼	-7.5%	44,663	3.3%	ETF
AAPL Apple	$12,975,854	$116,395 ▼	-0.9%	58,416	1.7%	Computer and Technology
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$12,213,391	$1,581,155 ▲	14.9%	238,636	1.6%	ETF
AMZN Amazon.com	$11,626,409	$3,293,211 ▲	39.5%	61,108	1.5%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$11,224,644	$329,363 ▼	-2.9%	87,040	1.5%	ETF
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$11,029,932	$715,658 ▲	6.9%	357,303	1.4%	Finance
VTI Vanguard Total Stock Market ETF	$10,835,567	$132,198 ▼	-1.2%	39,425	1.4%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$10,616,065	$535,627 ▲	5.3%	260,453	1.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$10,585,721	$373,838 ▼	-3.4%	101,231	1.4%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$8,893,712	$1,092,734 ▲	14.0%	135,245	1.2%	ETF
VO Vanguard Mid-Cap ETF	$8,426,616	$151,551 ▲	1.8%	32,583	1.1%	ETF
MSFT Microsoft	$6,685,839	$114,496 ▼	-1.7%	17,810	0.9%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$5,879,276	$77,254 ▼	-1.3%	102,892	0.8%	ETF
GOOGL Alphabet	$5,625,828	$1,701 ▼	0.0%	36,380	0.7%	Computer and Technology
JMSB John Marshall Bancorp	$5,517,350		0.0%	333,980	0.7%	Finance
JPM JPMorgan Chase & Co.	$4,768,702	$133,200 ▼	-2.7%	19,440	0.6%	Finance
SGOV iShares 0-3 Month Treasury Bond ETF	$4,149,417	$846,031 ▼	-16.9%	41,218	0.5%	ETF
BRK.B Berkshire Hathaway	$3,969,852	$168,295 ▼	-4.1%	7,454	0.5%	Finance
IDV iShares International Select Dividend ETF	$3,488,360	$801,310 ▼	-18.7%	112,455	0.5%	ETF
V Visa	$3,464,974	$21,027 ▼	-0.6%	9,887	0.5%	Business Services
DFAI Dimensional International Core Equity Market ETF	$3,355,789	$437,001 ▲	15.0%	107,454	0.4%	ETF
IWM iShares Russell 2000 ETF	$3,266,653	$48,676 ▼	-1.5%	16,375	0.4%	Finance
LLY Eli Lilly and Company	$3,241,697	$72,680 ▼	-2.2%	3,925	0.4%	Medical
IWD iShares Russell 1000 Value ETF	$2,931,533	$10,725 ▼	-0.4%	15,580	0.4%	ETF
META Meta Platforms	$2,797,652	$17,291 ▼	-0.6%	4,854	0.4%	Computer and Technology
VUG Vanguard Growth ETF	$2,765,947		0.0%	7,459	0.4%	ETF
PJAN Innovator U.S. Equity Power Buffer ETF - January	$2,670,337	$294,727 ▼	-9.9%	64,392	0.4%	ETF
IAUM iShares Gold Trust Micro	$2,618,156	$2,500,583 ▲	2,126.8%	83,996	0.3%	Finance
EFA iShares MSCI EAFE ETF	$2,602,988	$1,794,361 ▼	-40.8%	31,849	0.3%	Finance
HD Home Depot	$2,556,635	$13,927 ▼	-0.5%	6,976	0.3%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$2,434,240	$5,235 ▲	0.2%	47,890	0.3%	ETF
VB Vanguard Small-Cap ETF	$2,362,081	$85,374 ▲	3.7%	10,652	0.3%	ETF
NVDA NVIDIA	$2,252,164	$1,084 ▲	0.0%	20,779	0.3%	Computer and Technology
DHR Danaher	$2,118,178	$79,858 ▼	-3.6%	10,318	0.3%	Medical
VTV Vanguard Value ETF	$2,114,684	$3,455 ▼	-0.2%	12,242	0.3%	ETF
BRO Brown & Brown	$2,051,978	$60,334 ▼	-2.9%	16,495	0.3%	Finance
GDX VanEck Gold Miners ETF	$1,815,823	$88,585 ▼	-4.7%	39,500	0.2%	ETF
MCD McDonald's	$1,778,106	$36,237 ▼	-2.0%	5,692	0.2%	Retail/Wholesale
COST Costco Wholesale	$1,729,135	$34,053 ▼	-1.9%	1,828	0.2%	Retail/Wholesale
MKC.V MCCORMICK & CO/SH SH	$1,647,564		0.0%	20,080	0.2%	Consumer Goods
NEE NextEra Energy	$1,644,436	$55,294 ▼	-3.3%	23,197	0.2%	Utilities
VWO Vanguard FTSE Emerging Markets ETF	$1,629,134	$13,442 ▼	-0.8%	35,995	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$1,523,830	$18,055 ▼	-1.2%	4,220	0.2%	ETF
PEP PepsiCo	$1,518,893	$10,496 ▼	-0.7%	10,130	0.2%	Consumer Staples
ABBV AbbVie	$1,475,300	$92,403 ▼	-5.9%	7,041	0.2%	Medical
RTX RTX	$1,443,676	$662 ▲	0.0%	10,899	0.2%	Aerospace
MRK Merck & Co., Inc.	$1,443,521	$43,762 ▼	-2.9%	15,965	0.2%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$1,437,983	$24,079 ▼	-1.6%	8,301	0.2%	ETF
MLM Martin Marietta Materials	$1,434,869		0.0%	3,001	0.2%	Construction
DUK Duke Energy	$1,426,928	$26,833 ▼	-1.8%	11,699	0.2%	Utilities
YUM Yum! Brands	$1,423,794	$78,051 ▼	-5.2%	9,048	0.2%	Retail/Wholesale
SCHO Schwab Short-Term U.S. Treasury ETF	$1,408,189	$886,973 ▼	-38.6%	57,855	0.2%	ETF
PG Procter & Gamble	$1,385,642	$158,315 ▲	12.9%	8,131	0.2%	Consumer Staples
AVGO Broadcom	$1,373,764	$42,025 ▼	-3.0%	8,205	0.2%	Computer and Technology
PAPR Innovator U.S. Equity Power Buffer ETF - April	$1,351,336	$293,660 ▲	27.8%	37,895	0.2%	ETF
XOM Exxon Mobil	$1,315,983	$35,680 ▼	-2.6%	11,065	0.2%	Energy
SCHF Schwab International Equity ETF	$1,296,243	$39,560 ▼	-3.0%	65,533	0.2%	ETF
MCO Moody's	$1,276,922		0.0%	2,742	0.2%	Finance
UNH UnitedHealth Group	$1,263,809	$15,189 ▲	1.2%	2,413	0.2%	Medical
NOC Northrop Grumman	$1,213,976	$204,804 ▲	20.3%	2,371	0.2%	Aerospace
SYK Stryker	$1,211,085	$8,201 ▲	0.7%	3,249	0.2%	Medical
IUSV iShares Core S&P U.S. Value ETF	$1,183,712	$13,844 ▼	-1.2%	12,826	0.2%	Manufacturing
SCHB Schwab US Broad Market ETF	$1,161,852	$35,697 ▼	-3.0%	53,964	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,146,269	$864 ▼	-0.1%	21,239	0.2%	ETF
GOOG Alphabet	$1,072,988		0.0%	6,868	0.1%	Computer and Technology
AXP American Express	$1,071,627	$15,605 ▼	-1.4%	3,983	0.1%	Finance
JNJ Johnson & Johnson	$1,062,142	$213,423 ▼	-16.7%	6,405	0.1%	Medical
LABCORP HOLDINGS INC	$1,058,735	$26,998 ▼	-2.5%	4,549	0.1%	COM SHS
SLV iShares Silver Trust	$1,057,534	$52,404 ▼	-4.7%	34,125	0.1%	ETF
ACGL Arch Capital Group	$1,025,856		0.0%	10,666	0.1%	Finance
TJX TJX Companies	$1,018,248	$7,308 ▼	-0.7%	8,360	0.1%	Retail/Wholesale
IAU iShares Gold Trust	$1,010,044	$3,164,561 ▼	-75.8%	17,131	0.1%	Finance
KMI Kinder Morgan	$964,457	$14,779 ▼	-1.5%	33,805	0.1%	Energy
MA Mastercard	$947,700	$246,654 ▲	35.2%	1,729	0.1%	Business Services
GDXJ VanEck Junior Gold Miners ETF	$935,770	$117,200 ▼	-11.1%	16,360	0.1%	ETF
NFLX Netflix	$897,094	$171,586 ▲	23.7%	962	0.1%	Consumer Discretionary
TSLA Tesla	$891,770	$488,258 ▲	121.0%	3,441	0.1%	Auto/Tires/Trucks
CSCO Cisco Systems	$886,916	$108,674 ▼	-10.9%	14,372	0.1%	Computer and Technology
ICE Intercontinental Exchange	$872,505	$2,415 ▼	-0.3%	5,058	0.1%	Finance
NSC Norfolk Southern	$869,240	$189,480 ▼	-17.9%	3,670	0.1%	Transportation
PMAY Innovator U.S. Equity Power Buffer ETF - May	$861,814		0.0%	24,073	0.1%	ETF
ADP Automatic Data Processing	$847,475	$57,357 ▼	-6.3%	2,763	0.1%	Business Services
EPD Enterprise Products Partners	$840,322	$854 ▼	-0.1%	24,614	0.1%	Energy
PANW Palo Alto Networks	$811,223	$2,730 ▲	0.3%	4,754	0.1%	Computer and Technology
AMGN Amgen	$809,719	$15,889 ▼	-1.9%	2,599	0.1%	Medical
BNL Broadstone Net Lease	$801,529	$55,555 ▼	-6.5%	46,904	0.1%	Finance
CAT Caterpillar	$773,342	$27,372 ▼	-3.4%	2,345	0.1%	Industrials
ORCL Oracle	$765,981	$27,961 ▲	3.8%	5,479	0.1%	Computer and Technology
CVX Chevron	$744,307	$4,015 ▲	0.5%	4,449	0.1%	Energy
VBK Vanguard Small-Cap Growth ETF	$733,314	$5,538 ▼	-0.7%	2,913	0.1%	ETF
CRM Salesforce	$695,321	$5,367 ▼	-0.8%	2,591	0.1%	Computer and Technology
MAR Marriott International	$690,542	$122,911 ▼	-15.1%	2,899	0.1%	Consumer Discretionary
VBR Vanguard Small-Cap Value ETF	$672,260	$66,127 ▼	-9.0%	3,609	0.1%	ETF
APD Air Products and Chemicals	$660,326	$93,490 ▼	-12.4%	2,239	0.1%	Basic Materials

Showing largest 100 holdings. View all holdings.

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Evermay Wealth Management LLC Top Holdings and 13F Report (2025)

About Evermay Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Evermay Wealth Management LLC Top Holdings and 13F Report (2025)

About Evermay Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEvermay Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools