Evermay Wealth Management LLC Top Holdings and 13F Report (2025) About Evermay Wealth Management LLCInvestment ActivityEvermay Wealth Management LLC has $660.28 million in total holdings as of December 31, 2024.Evermay Wealth Management LLC owns shares of 573 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 20.77% of the portfolio was purchased this quarter.About 2.84% of the portfolio was sold this quarter.This quarter, Evermay Wealth Management LLC has purchased 588 new stocks and bought additional shares in 72 stocks.Evermay Wealth Management LLC sold shares of 166 stocks and completely divested from 49 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $117,929,990Vanguard S&P 500 ETF $72,991,569iShares Core S&P Mid-Cap ETF $43,086,067SPDR S&P 500 ETF Trust $32,855,778SPDR Portfolio Intermediate Term Treasury ETF $30,900,157 Largest New Holdings this Quarter SPDR Portfolio Intermediate Term Treasury ETF $30,900,157 HoldingSPDR Portfolio Short Term Treasury ETF $9,799,027 HoldingMCCORMICK & CO/SH SH $1,531,100 HoldingBLACKROCK INC $378,266 HoldingARISTA NETWORKS INC $314,790 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 3,372,772 shares (about $78.18M)SPDR Portfolio Intermediate Term Treasury ETF 1,108,327 shares (about $30.90M)SPDR Portfolio Short Term Treasury ETF 337,781 shares (about $9.80M)SPDR Portfolio S&P 400 Mid Cap ETF 66,494 shares (about $3.64M)SPDR Portfolio S&P 600 Small Cap ETF 45,492 shares (about $2.04M) Largest Sales this Quarter iShares Global Consumer Staples ETF 23,904 shares (about $1.44M)Vanguard S&P 500 ETF 2,473 shares (about $1.33M)iShares Core S&P 500 ETF 2,216 shares (about $1.30M)iShares Core S&P Mid-Cap ETF 17,665 shares (about $1.10M)iShares Cohen & Steers REIT ETF 13,772 shares (about $829.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvermay Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$117,929,990$78,180,856 ▲196.7%5,087,57517.9%ETFVOOVanguard S&P 500 ETF$72,991,569$1,332,478 ▼-1.8%135,46811.1%ETFIJHiShares Core S&P Mid-Cap ETF$43,086,067$1,100,706 ▼-2.5%691,4796.5%ETFSPYSPDR S&P 500 ETF Trust$32,855,778$723,113 ▼-2.2%55,8875.0%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$30,900,157$30,900,157 ▲New Holding1,108,3274.7%ETFIVViShares Core S&P 500 ETF$28,430,476$1,304,523 ▼-4.4%48,2954.3%ETFAAPLApple$14,759,651$220,869 ▼-1.5%58,9402.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$12,075,722$100,702 ▼-0.8%104,8061.8%ETFVTIVanguard Total Stock Market ETF$11,565,158$338,788 ▼-2.8%39,9061.8%ETFVYMVanguard High Dividend Yield ETF$11,431,272$174,160 ▼-1.5%89,5941.7%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$11,361,410$3,636,557 ▲47.1%207,7421.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$11,109,256$2,043,501 ▲22.5%247,3121.7%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$10,192,011$814,580 ▲8.7%334,1201.5%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$9,799,027$9,799,027 ▲New Holding337,7811.5%ETFAMZNAmazon.com$9,609,063$196,135 ▼-2.0%43,7991.5%Retail/WholesaleVOVanguard Mid-Cap ETF$8,451,368$7,396 ▼-0.1%31,9971.3%ETFSPLGSPDR Portfolio S&P 500 ETF$8,178,239$1,330,684 ▲19.4%118,6281.2%ETFMSFTMicrosoft$7,635,634$249,112 ▼-3.2%18,1151.2%Computer and TechnologyGOOGLAlphabet$6,888,817$102,033 ▼-1.5%36,3911.0%Computer and TechnologyJMSBJohn Marshall Bancorp$6,706,3190.0%333,9801.0%FinanceJEPIJPMorgan Equity Premium Income ETF$6,028,061$120,742 ▼-2.0%104,2440.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$4,978,080$547,246 ▼-9.9%49,6220.8%ETFJPMJPMorgan Chase & Co.$4,790,044$117,696 ▼-2.4%19,9830.7%FinanceEFAiShares MSCI EAFE ETF$4,068,121$365,121 ▼-8.2%53,8040.6%FinanceIDViShares International Select Dividend ETF$3,786,309$10,432 ▼-0.3%138,2870.6%ETFIWMiShares Russell 2000 ETF$3,672,135$355,525 ▼-8.8%16,6190.6%FinanceBRK.BBerkshire Hathaway$3,521,986$14,958 ▼-0.4%7,7700.5%FinanceIAUiShares Gold Trust$3,505,507$11,783 ▼-0.3%70,8040.5%FinanceVVisa$3,143,628$103,028 ▼-3.2%9,9470.5%Business ServicesLLYEli Lilly and Company$3,098,036$20,844 ▼-0.7%4,0130.5%MedicalVUGVanguard Growth ETF$3,061,472$106,304 ▼-3.4%7,4590.5%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$3,020,833$32,490 ▼-1.1%71,4990.5%ETFIWDiShares Russell 1000 Value ETF$2,894,8780.0%15,6370.4%ETFMETAMeta Platforms$2,859,631$71,432 ▼-2.4%4,8840.4%Computer and TechnologyNVDANVIDIA$2,789,101$18,667 ▲0.7%20,7690.4%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$2,729,062$1,303,284 ▲91.4%93,4610.4%ETFHDHome Depot$2,728,376$68,073 ▼-2.4%7,0140.4%Retail/WholesaleVBVanguard Small-Cap ETF$2,466,955$118,458 ▼-4.6%10,2670.4%ETFDHRDanaher$2,460,402$103,867 ▼-4.1%10,7070.4%Multi-Sector ConglomeratesVEAVanguard FTSE Developed Markets ETF$2,285,167$15,255 ▼-0.7%47,7870.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,268,760$1,288,147 ▲131.4%94,2960.3%ETFVTVVanguard Value ETF$2,075,957$18,454 ▲0.9%12,2620.3%ETFAVGOBroadcom$1,960,440$75,348 ▼-3.7%8,4560.3%Computer and TechnologyBROBrown & Brown$1,732,3000.0%16,9800.3%FinanceNEENextEra Energy$1,718,912$6,739 ▼-0.4%23,9770.3%UtilitiesIWFiShares Russell 1000 Growth ETF$1,714,7800.0%4,2700.3%ETFCOSTCostco Wholesale$1,708,168$193,360 ▼-10.2%1,8640.3%Retail/WholesaleICFiShares Cohen & Steers REIT ETF$1,700,042$829,894 ▼-32.8%28,2120.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,686,844$477,138 ▼-22.0%17,4080.3%FinanceMCDMcDonald's$1,683,600$25,219 ▼-1.5%5,8080.3%Retail/WholesaleMRKMerck & Co., Inc.$1,646,996$165,611 ▼-9.1%16,4490.2%MedicalVWOVanguard FTSE Emerging Markets ETF$1,598,300$12,639 ▼-0.8%36,2920.2%ETFPEPPepsiCo$1,562,846$152,148 ▼-8.9%10,2000.2%Consumer StaplesMLMMartin Marietta Materials$1,550,0170.0%3,0010.2%ConstructionMKC.VMCCORMICK & CO/SH SH$1,531,100$1,531,100 ▲New Holding20,0800.2%Consumer Non-DurablesRSPInvesco S&P 500 Equal Weight ETF$1,478,9420.0%8,4400.2%ETFGDXVanEck Gold Miners ETF$1,404,7790.0%41,4270.2%ETFABBVAbbVie$1,329,610$9,241 ▼-0.7%7,4820.2%MedicalGOOGAlphabet$1,307,9420.0%6,8680.2%Computer and TechnologyMCOMoody's$1,297,9810.0%2,7420.2%FinanceDUKDuke Energy$1,284,154$112,804 ▲9.6%11,9190.2%UtilitiesYUMYum! Brands$1,280,424$25,490 ▼-2.0%9,5440.2%Retail/WholesaleSCHBSchwab US Broad Market ETF$1,262,627$831,574 ▲192.9%55,6220.2%ETFRTXRTX$1,260,649$3,240 ▲0.3%10,8940.2%AerospaceSCHFSchwab International Equity ETF$1,249,361$596,181 ▲91.3%67,5330.2%ETFXOMExxon Mobil$1,222,553$35,714 ▼-2.8%11,3650.2%Oils/EnergyPGProcter & Gamble$1,207,373$9,220 ▼-0.8%7,2020.2%Consumer StaplesUNHUnitedHealth Group$1,205,817$64,742 ▼-5.1%2,3840.2%MedicalIUSViShares Core S&P U.S. Value ETF$1,201,448$1,018 ▼-0.1%12,9760.2%ManufacturingAXPAmerican Express$1,199,3290.0%4,0410.2%FinanceSYKStryker$1,163,5310.0%3,2270.2%MedicalJNJJohnson & Johnson$1,112,362$119,739 ▼-9.7%7,6920.2%MedicalIEMGiShares Core MSCI Emerging Markets ETF$1,109,937$55,092 ▲5.2%21,2550.2%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$1,088,6350.0%29,6600.2%ETFLABCORP HOLDINGS INC$1,069,778$56,183 ▼-5.0%4,6650.2%COM SHSNSCNorfolk Southern$1,049,109$29,338 ▼-2.7%4,4700.2%TransportationTJXTJX Companies$1,017,2210.0%8,4200.2%Retail/WholesaleACGLArch Capital Group$985,0060.0%10,6660.1%FinanceCSCOCisco Systems$955,093$1,776 ▼-0.2%16,1330.1%Computer and TechnologyMARMarriott International$952,581$10,600 ▲1.1%3,4150.1%Consumer DiscretionaryETNEaton$947,489$73,011 ▼-7.2%2,8550.1%Industrial ProductsSLViShares Silver Trust$943,036$1,764 ▼-0.2%35,8160.1%ETFKMIKinder Morgan$940,451$36,552 ▼-3.7%34,3230.1%Oils/EnergyNOCNorthrop Grumman$924,971$23,465 ▼-2.5%1,9710.1%AerospaceCATCaterpillar$880,711$263,343 ▲42.7%2,4280.1%Industrial ProductsORCLOracle$879,645$1,166 ▲0.1%5,2790.1%Computer and TechnologyCRMSalesforce$873,584$34,127 ▼-3.8%2,6110.1%Computer and TechnologyADPAutomatic Data Processing$867,008$4,702 ▲0.5%2,9500.1%Business ServicesPMAYInnovator U.S. Equity Power Buffer ETF - May$864,3990.0%24,0730.1%ETFPANWPalo Alto Networks$862,127$418,872 ▲94.5%4,7380.1%Computer and TechnologyNOWServiceNow$857,638$19,082 ▲2.3%8090.1%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$821,873$4,760 ▼-0.6%2,9350.1%ETFBNLBroadstone Net Lease$797,950$15,416 ▲2.0%50,1550.1%FinanceGDXJVanEck Junior Gold Miners ETF$786,979$42,536 ▼-5.1%18,4090.1%ETFVBRVanguard Small-Cap Value ETF$785,528$569,726 ▼-42.0%3,9640.1%ETFEPDEnterprise Products Partners$772,680$784 ▲0.1%24,6390.1%Oils/EnergySNPSSynopsys$763,472$98,043 ▼-11.4%1,5730.1%Computer and TechnologyACNAccenture$760,219$52,065 ▼-6.4%2,1610.1%Computer and TechnologyICEIntercontinental Exchange$755,779$18,626 ▲2.5%5,0720.1%FinanceAPDAir Products and Chemicals$741,343$37,705 ▼-4.8%2,5560.1%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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