The Analysis of EVERMAY WEALTH MANAGEMENT LLC's Holdings
Currently, EVERMAY WEALTH MANAGEMENT LLC holds 561 types of securities in its portfolio with a total value $874.5M. In the most recent quarter, they have increased their positions in SPTI (+523.5K shares, valued at $15.1M), IEMG (+136.6K shares, valued at $9.0M), SPTS (+257.5K shares, valued at $7.6M); decreased their positions in XSOE (-225.3K shares, valued at $8.5M), VOO (-4.1K shares, valued at $2.5M), SCHX (-64.8K shares, valued at $1.7M); initiated new positions in IRM (+1.1K shares, valued at $116.3K), ZOCT (+900 shares, valued at $23.9K), VGSH (+153 shares, valued at $9.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTI SPDR SERIES TRUST4.5M shares13.27%2025-09-302025-11-05
SCHX SCHWAB STRATEGIC TR4.5M shares-1.43%2025-09-302025-11-05 VOO VANGUARD INDEX FDS122.8K shares-3.25%2025-09-302025-11-05 SPTS SPDR SERIES TRUST2.6M shares11.13%2025-09-302025-11-05 IJH ISHARES TR625.0K shares-3.49%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR53.8K shares-0.68%2025-09-302025-11-05 IVV ISHARES TR41.2K shares-3.34%2025-09-302025-11-05 SPYM SPDR SERIES TRUST241.5K shares6.88%2025-09-302025-11-05 SPMD SPDR SERIES TRUST287.4K shares6.74%2025-09-302025-11-05 AAPL APPLE INC57.8K shares-2.10%2025-09-302025-11-05 SPSM SPDR SERIES TRUST295.1K shares5.33%2025-09-302025-11-05 AMZN AMAZON COM INC59.3K shares-2.94%2025-09-302025-11-05 VYM VANGUARD WHITEHALL FDS85.1K shares-2.09%2025-09-302025-11-05 DFAI DIMENSIONAL ETF TRUST326.2K shares45.86%2025-09-302025-11-05 VTI VANGUARD INDEX FDS34.3K shares-10.29%2025-09-302025-11-05 IJR ISHARES TR94.6K shares-2.03%2025-09-302025-11-05 IEMG ISHARES INC150.9K shares952.09%2025-09-302025-11-05 VO VANGUARD INDEX FDS32.1K shares-1.99%2025-09-302025-11-05 MSFT MICROSOFT CORP17.5K shares-1.13%2025-09-302025-11-05 GOOGL ALPHABET INC35.0K shares-2.52%2025-09-302025-11-05 XSOE WISDOMTREE TR195.1K shares-53.59%2025-09-302025-11-05 JMSB JOHN MARSHALL BANCORP INC348.4K shares4.32%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.18.8K shares-2.38%2025-09-302025-11-05 JEPI J P MORGAN EXCHANGE TRADED F88.7K shares-10.23%2025-09-302025-11-05 SGOV ISHARES TR39.4K shares1.86%2025-09-302025-11-05 NVDA NVIDIA CORPORATION21.1K shares-0.19%2025-09-302025-11-05 IDV ISHARES TR106.4K shares-4.56%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL7.3K shares-2.06%2025-09-302025-11-05 IWM ISHARES TR15.1K shares-1.22%2025-09-302025-11-05 VUG VANGUARD INDEX FDS7.5K shares0.00%2025-09-302025-11-05 META META PLATFORMS INC4.8K shares-0.19%2025-09-302025-11-05 VB VANGUARD INDEX FDS12.7K shares-1.86%2025-09-302025-11-05 PJAN INNOVATOR ETFS TRUST64.0K shares-0.55%2025-09-302025-11-05 V VISA INC8.6K shares-5.51%2025-09-302025-11-05 GDX VANECK ETF TRUST38.0K shares-0.48%2025-09-302025-11-05 IWD ISHARES TR14.2K shares-2.58%2025-09-302025-11-05 LLY ELI LILLY & CO3.7K shares-1.25%2025-09-302025-11-05 HD HOME DEPOT INC6.7K shares-1.69%2025-09-302025-11-05 IAUM ISHARES GOLD TR67.8K shares-1.06%2025-09-302025-11-05 AVGO BROADCOM INC7.7K shares-4.44%2025-09-302025-11-05 EFA ISHARES TR26.8K shares-1.23%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS38.3K shares-10.29%2025-09-302025-11-05 VTV VANGUARD INDEX FDS11.8K shares-3.65%2025-09-302025-11-05 DHR DANAHER CORPORATION10.5K shares-1.05%2025-09-302025-11-05 IWF ISHARES TR4.2K shares-0.33%2025-09-302025-11-05 MLM MARTIN MARIETTA MATLS INC3.0K shares0.00%2025-09-302025-11-05 RTX RTX CORPORATION10.6K shares-3.19%2025-09-302025-11-05 GOOG ALPHABET INC7.0K shares-0.68%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW1.8K shares-0.38%2025-09-302025-11-05 NEE NEXTERA ENERGY INC22.0K shares-2.55%2025-09-302025-11-05 MCD MCDONALDS CORP5.4K shares-3.49%2025-09-302025-11-05 LEU CENTRUS ENERGY CORP5.2K shares0.00%2025-09-302025-11-05 GDXJ VANECK ETF TRUST15.7K shares0.00%2025-09-302025-11-05 BRO BROWN & BROWN INC16.5K shares0.00%2025-09-302025-11-05 ORCL ORACLE CORP5.5K shares0.00%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR65.1K shares-0.27%2025-09-302025-11-05 ABBV ABBVIE INC6.4K shares-2.22%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F27.4K shares8.66%2025-09-302025-11-05 PAPR INNOVATOR ETFS TRUST38.0K shares0.00%2025-09-302025-11-05 SLV ISHARES SILVER TR33.5K shares0.00%2025-09-302025-11-05 NOC NORTHROP GRUMMAN CORP2.3K shares-3.97%2025-09-302025-11-05 YUM YUM BRANDS INC9.0K shares0.00%2025-09-302025-11-05 PEP PEPSICO INC9.6K shares-4.71%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO4.0K shares-1.47%2025-09-302025-11-05 MKC.V MCCORMICK & CO INC20.1K shares0.00%2025-09-302025-11-05 MCO MOODYS CORP2.7K shares0.00%2025-09-302025-11-05 MRK MERCK & CO INC15.3K shares-6.00%2025-09-302025-11-05 RSP INVESCO EXCHANGE TRADED FD T6.8K shares-9.40%2025-09-302025-11-05 DUK DUKE ENERGY CORP NEW10.3K shares-5.11%2025-09-302025-11-05 XOM EXXON MOBIL CORP11.2K shares-2.70%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO8.1K shares-0.02%2025-09-302025-11-05 IAU ISHARES GOLD TR17.0K shares-0.87%2025-09-302025-11-05 TJX TJX COS INC NEW8.4K shares0.00%2025-09-302025-11-05 PANW PALO ALTO NETWORKS INC5.9K shares4.01%2025-09-302025-11-05 CAT CATERPILLAR INC2.5K shares-2.35%2025-09-302025-11-05 APH AMPHENOL CORP NEW9.5K shares-0.28%2025-09-302025-11-05 SCHO SCHWAB STRATEGIC TR47.9K shares-12.29%2025-09-302025-11-05 NFLX NETFLIX INC973 shares-1.22%2025-09-302025-11-05 PMAY INNOVATOR ETFS TRUST30.0K shares-3.67%2025-09-302025-11-05 SCHB SCHWAB STRATEGIC TR44.5K shares-13.10%2025-09-302025-11-05 SYK STRYKER CORPORATION3.1K shares-4.96%2025-09-302025-11-05 LH LABCORP HOLDINGS INC3.8K shares-11.08%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON5.8K shares-3.60%2025-09-302025-11-05 IUSV ISHARES TR10.7K shares-8.56%2025-09-302025-11-05 NSC NORFOLK SOUTHN CORP3.5K shares-0.98%2025-09-302025-11-05 MA MASTERCARD INCORPORATED1.7K shares0.00%2025-09-302025-11-05 ACGL ARCH CAP GROUP LTD10.7K shares0.00%2025-09-302025-11-05 CSCO CISCO SYS INC13.5K shares-4.60%2025-09-302025-11-05 MAR MARRIOTT INTL INC NEW3.5K shares0.00%2025-09-302025-11-05 GE GE AEROSPACE3.0K shares-0.83%2025-09-302025-11-05 URI UNITED RENTALS INC920 shares0.00%2025-09-302025-11-05 KMI KINDER MORGAN INC DEL30.9K shares-7.79%2025-09-302025-11-05 VBK VANGUARD INDEX FDS2.8K shares-0.60%2025-09-302025-11-05 AMGN AMGEN INC3.0K shares-1.39%2025-09-302025-11-05 ICE INTERCONTINENTAL EXCHANGE IN5.0K shares-3.22%2025-09-302025-11-05 ADP AUTOMATIC DATA PROCESSING IN2.8K shares0.21%2025-09-302025-11-05 NOW SERVICENOW INC889 shares9.35%2025-09-302025-11-05 BNL BROADSTONE NET LEASE INC45.4K shares-4.51%2025-09-302025-11-05 TSLA TESLA INC1.8K shares-44.89%2025-09-302025-11-05 DHI D R HORTON INC4.6K shares-9.17%2025-09-302025-11-05 EPD ENTERPRISE PRODS PARTNERS L24.6K shares0.00%2025-09-302025-11-05 WFC WELLS FARGO CO NEW9.1K shares0.00%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC2.2K shares-1.53%2025-09-302025-11-05 SNPS SYNOPSYS INC1.5K shares-2.87%2025-09-302025-11-05 SCHM SCHWAB STRATEGIC TR24.9K shares-0.14%2025-09-302025-11-05 ETN EATON CORP PLC1.9K shares-12.27%2025-09-302025-11-05 SCHR SCHWAB STRATEGIC TR28.2K shares0.00%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS2.5K shares-1.00%2025-09-302025-11-05 CVX CHEVRON CORP NEW4.3K shares-6.23%2025-09-302025-11-05 DVY ISHARES TR4.7K shares-2.40%2025-09-302025-11-05 CRM SALESFORCE INC2.7K shares2.99%2025-09-302025-11-05 VBR VANGUARD INDEX FDS3.0K shares-15.86%2025-09-302025-11-05 APD AIR PRODS & CHEMS INC2.3K shares-1.44%2025-09-302025-11-05 AMAT APPLIED MATLS INC3.0K shares0.00%2025-09-302025-11-05 ROK ROCKWELL AUTOMATION INC1.7K shares-3.56%2025-09-302025-11-05 WMT WALMART INC5.8K shares0.00%2025-09-302025-11-05 VXF VANGUARD INDEX FDS2.7K shares-0.84%2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP1.1K shares2.45%2025-09-302025-11-05 ROP ROPER TECHNOLOGIES INC1.1K shares-4.55%2025-09-302025-11-05 CMG CHIPOTLE MEXICAN GRILL INC13.3K shares-1.92%2025-09-302025-11-05 VMC VULCAN MATLS CO1.7K shares0.00%2025-09-302025-11-05 USMV ISHARES TR5.3K shares0.00%2025-09-302025-11-05 SCHE SCHWAB STRATEGIC TR15.0K shares-2.46%2025-09-302025-11-05 IWN ISHARES TR2.8K shares-0.63%2025-09-302025-11-05 SCHA SCHWAB STRATEGIC TR17.8K shares-15.23%2025-09-302025-11-05 LRCX LAM RESEARCH CORP3.6K shares0.00%2025-09-302025-11-05 AUB ATLANTIC UN BANKSHARES CORP13.6K shares0.00%2025-09-302025-11-05 DGRO ISHARES TR7.0K shares3.49%2025-09-302025-11-05 KNSL KINSALE CAP GROUP INC1.1K shares0.00%2025-09-302025-11-05 SCHW SCHWAB CHARLES CORP4.9K shares0.02%2025-09-302025-11-05 ABT ABBOTT LABS3.5K shares-0.31%2025-09-302025-11-05 ADBE ADOBE INC1.3K shares0.00%2025-09-302025-11-05 KO COCA COLA CO6.9K shares-2.13%2025-09-302025-11-05 ACN ACCENTURE PLC IRELAND1.9K shares-12.46%2025-09-302025-11-05 CB CHUBB LIMITED1.6K shares-5.58%2025-09-302025-11-05 HON HONEYWELL INTL INC2.1K shares-17.61%2025-09-302025-11-05 UNP UNION PAC CORP1.8K shares-3.66%2025-09-302025-11-05 BAC BANK AMERICA CORP8.3K shares-10.06%2025-09-302025-11-05 FAST FASTENAL CO8.7K shares0.00%2025-09-302025-11-05 CMCSA COMCAST CORP NEW13.5K shares4.26%2025-09-302025-11-05 ELV ELEVANCE HEALTH INC FORMERLY1.3K shares4.04%2025-09-302025-11-05 ANET ARISTA NETWORKS INC2.8K shares0.00%2025-09-302025-11-05 GD GENERAL DYNAMICS CORP1.2K shares0.00%2025-09-302025-11-05 TRV TRAVELERS COMPANIES INC1.4K shares-15.50%2025-09-302025-11-05 PH PARKER-HANNIFIN CORP526 shares-17.43%2025-09-302025-11-05 BLK BLACKROCK INC342 shares0.29%2025-09-302025-11-05 BX BLACKSTONE INC2.3K shares0.00%2025-09-302025-11-05 D DOMINION ENERGY INC6.2K shares0.00%2025-09-302025-11-05 TMUS T-MOBILE US INC1.6K shares-0.19%2025-09-302025-11-05 IWR ISHARES TR3.8K shares0.00%2025-09-302025-11-05 PSEP INNOVATOR ETFS TRUST8.4K shares0.00%2025-09-302025-11-05 DIA SPDR DOW JONES INDL AVERAGE761 shares0.00%2025-09-302025-11-05 ECL ECOLAB INC1.3K shares0.00%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR10.5K shares0.00%2025-09-302025-11-05 TREX TREX CO INC6.4K shares-6.93%2025-09-302025-11-05 CSM PROSHARES TR4.3K shares0.00%2025-09-302025-11-05 ISRG INTUITIVE SURGICAL INC731 shares0.00%2025-09-302025-11-05 LOW LOWES COS INC1.3K shares-7.27%2025-09-302025-11-05 CBRE CBRE GROUP INC2.0K shares0.00%2025-09-302025-11-05 MSI MOTOROLA SOLUTIONS INC693 shares0.00%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC5.0K shares-4.17%2025-09-302025-11-05 CSX CSX CORP8.9K shares-0.19%2025-09-302025-11-05 BMY BRISTOL-MYERS SQUIBB CO7.0K shares-1.78%2025-09-302025-11-05 PGR PROGRESSIVE CORP1.3K shares-0.08%2025-09-302025-11-05 TMO THERMO FISHER SCIENTIFIC INC645 shares0.00%2025-09-302025-11-05 QQQ INVESCO QQQ TR513 shares-2.47%2025-09-302025-11-05 GEV GE VERNOVA INC500 shares0.00%2025-09-302025-11-05 CL COLGATE PALMOLIVE CO3.6K shares-4.15%2025-09-302025-11-05 ESGV VANGUARD WORLD FD2.4K shares0.00%2025-09-302025-11-05 DGX QUEST DIAGNOSTICS INC1.5K shares-1.40%2025-09-302025-11-05 MELI MERCADOLIBRE INC120 shares1.69%2025-09-302025-11-05 IVE ISHARES TR1.3K shares-24.25%2025-09-302025-11-05 J JACOBS SOLUTIONS INC1.8K shares-7.45%2025-09-302025-11-05 VAW VANGUARD WORLD FD1.3K shares-2.59%2025-09-302025-11-05 EMR EMERSON ELEC CO2.1K shares-15.80%2025-09-302025-11-05 TFC TRUIST FINL CORP5.8K shares-0.86%2025-09-302025-11-05 AMT AMERICAN TOWER CORP NEW1.3K shares-5.36%2025-09-302025-11-05 PFE PFIZER INC9.9K shares-18.69%2025-09-302025-11-05 EW EDWARDS LIFESCIENCES CORP3.2K shares6.47%2025-09-302025-11-05 QUAL ISHARES TR1.2K shares0.00%2025-09-302025-11-05 LHX L3HARRIS TECHNOLOGIES INC770 shares-3.87%2025-09-302025-11-05 VRSK VERISK ANALYTICS INC930 shares0.00%2025-09-302025-11-05 RNW RENEW ENERGY GLOBAL PLC30.0K shares0.00%2025-09-302025-11-05 MCK MCKESSON CORP294 shares0.00%2025-09-302025-11-05 LDOS LEIDOS HOLDINGS INC1.2K shares-18.40%2025-09-302025-11-05 FULT FULTON FINL CORP PA12.0K shares0.00%2025-09-302025-11-05 SLYV SPDR SERIES TRUST2.5K shares0.00%2025-09-302025-11-05 IWO ISHARES TR687 shares-4.85%2025-09-302025-11-05 IEFA ISHARES TR2.5K shares0.00%2025-09-302025-11-05 DIS DISNEY WALT CO1.9K shares-10.35%2025-09-302025-11-05 COF CAPITAL ONE FINL CORP993 shares0.00%2025-09-302025-11-05 BA BOEING CO973 shares-1.82%2025-09-302025-11-05 SHW SHERWIN WILLIAMS CO604 shares0.00%2025-09-302025-11-05 VOOG VANGUARD ADMIRAL FDS INC480 shares0.00%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC4.7K shares0.00%2025-09-302025-11-05 IVW ISHARES TR1.6K shares-3.55%2025-09-302025-11-05 BK BANK NEW YORK MELLON CORP1.8K shares0.00%2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR2.2K shares0.00%2025-09-302025-11-05 VLTO VERALTO CORP1.8K shares-0.33%2025-09-302025-11-05 CNP CENTERPOINT ENERGY INC4.9K shares0.00%2025-09-302025-11-05 MCHP MICROCHIP TECHNOLOGY INC.2.9K shares0.00%2025-09-302025-11-05 CDNS CADENCE DESIGN SYSTEM INC528 shares0.00%2025-09-302025-11-05 GLD SPDR GOLD TR515 shares-2.09%2025-09-302025-11-05 TYL TYLER TECHNOLOGIES INC346 shares0.00%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC1.1K shares-6.30%2025-09-302025-11-05 SPYV SPDR SERIES TRUST3.2K shares0.00%2025-09-302025-11-05 QDF FLEXSHARES TR2.2K shares0.00%2025-09-302025-11-05 TOWN TOWNEBANK PORTSMOUTH VA5.0K shares0.00%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC923 shares5.37%2025-09-302025-11-05 SMB VANECK ETF TRUST9.5K shares0.00%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC207 shares0.00%2025-09-302025-11-05 CVLC MORGAN STANLEY ETF TRUST2.0K shares-4.42%2025-09-302025-11-05 NKE NIKE INC2.3K shares-1.93%2025-09-302025-11-05 SPGI S&P GLOBAL INC335 shares0.00%2025-09-302025-11-05 CMI CUMMINS INC386 shares0.00%2025-09-302025-11-05 FVCB FVCBANKCORP INC12.1K shares-7.65%2025-09-302025-11-05 ILOW AB ACTIVE ETFS INC3.7K shares-0.33%2025-09-302025-11-05 UTHR UNITED THERAPEUTICS CORP DEL373 shares0.00%2025-09-302025-11-05 UBSI UNITED BANKSHARES INC WEST V4.2K shares0.00%2025-09-302025-11-05 SHOP SHOPIFY INC1.0K shares0.00%2025-09-302025-11-05 AWK AMERICAN WTR WKS CO INC NEW1.1K shares0.00%2025-09-302025-11-05 CBOE CBOE GLOBAL MKTS INC622 shares0.00%2025-09-302025-11-05 ICF ISHARES TR2.5K shares-14.10%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC28 shares-6.67%2025-09-302025-11-05 ITW ILLINOIS TOOL WKS INC572 shares-0.35%2025-09-302025-11-05 MDY SPDR S&P MIDCAP 400 ETF TR250 shares0.00%2025-09-302025-11-05 NVS NOVARTIS AG1.2K shares0.00%2025-09-302025-11-05 MMM 3M CO950 shares0.00%2025-09-302025-11-05 CRWD CROWDSTRIKE HLDGS INC299 shares0.00%2025-09-302025-11-05 PFEB INNOVATOR ETFS TRUST3.7K shares0.00%2025-09-302025-11-05 VLO VALERO ENERGY CORP850 shares0.00%2025-09-302025-11-05 DE DEERE & CO314 shares0.00%2025-09-302025-11-05 IWP ISHARES TR1.0K shares0.00%2025-09-302025-11-05 VEU VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2025-09-302025-11-05 VIOO VANGUARD ADMIRAL FDS INC1.3K shares0.00%2025-09-302025-11-05 MSTR STRATEGY INC427 shares-24.96%2025-09-302025-11-05 MDT MEDTRONIC PLC1.4K shares-20.34%2025-09-302025-11-05 TXN TEXAS INSTRS INC732 shares0.00%2025-09-302025-11-05 BALL BALL CORP2.6K shares28.06%2025-09-302025-11-05 WEC WEC ENERGY GROUP INC1.1K shares0.00%2025-09-302025-11-05 IJT ISHARES TR913 shares0.00%2025-09-302025-11-05 ITA ISHARES TR582 shares-2.68%2025-09-302025-11-05 MGK VANGUARD WORLD FD300 shares0.00%2025-09-302025-11-05 WSO WATSCO INC295 shares0.00%2025-09-302025-11-05 BSX BOSTON SCIENTIFIC CORP1.2K shares0.00%2025-09-302025-11-05 WSM WILLIAMS SONOMA INC600 shares0.00%2025-09-302025-11-05 EME EMCOR GROUP INC180 shares0.00%2025-09-302025-11-05 PSA PUBLIC STORAGE OPER CO404 shares24.69%2025-09-302025-11-05 CNQ CANADIAN NAT RES LTD3.6K shares0.00%2025-09-302025-11-05 IRM IRON MTN INC DEL1.1K sharesnew addition2025-09-302025-11-05 PHYS SPROTT ASSET MANAGEMENT LP3.9K shares-10.14%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS2.7K shares0.00%2025-09-302025-11-05 TPYP TORTOISE CAPITAL SERIES TRUS3.1K 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VIPER ENERGY INC62 sharesnew addition2025-09-302025-11-05 AZZ AZZ INC21 shares0.00%2025-09-302025-11-05 PDBC INVESCO ACTVELY MNGD ETC FD160 shares0.00%2025-09-302025-11-05 AA ALCOA CORP65 shares0.00%2025-09-302025-11-05 REPX RILEY EXPLORATION PERMIAN IN75 shares0.00%2025-09-302025-11-05 DOW DOW INC85 shares0.00%2025-09-302025-11-05 SIRI SIRIUSXM HOLDINGS INC80 shares0.00%2025-09-302025-11-05 ESPO VANECK ETF TRUST15 shares0.00%2025-09-302025-11-05 ESGE ISHARES INC40 shares-69.70%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available