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CIK: 0001066816
Total reported value
$970.9M
$970.9M
609 檔
29.4%
As reported in its official Q2 2024 Form 13F filing, Evermay Wealth Management LLC's tracked investment portfolio stood at $970.9M with 609 total positions.
During Q2 2024, Evermay Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 609 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 18.02% | +0.11% | -1.19% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.31% | -0.39% | -0.18% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.89% | -0.19% | -0.62% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.09% | +0.11% | -0.59% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.54% | +0.28% | -0.31% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.10% | -0.32% | -26.71% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.01% | -1.73% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.87% | +0.02% | -0.13% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.85% | -0.06% | -1.91% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.78% | -0.10% | -0.45% | |
| 11 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.42% | -0.12% | +0.05% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | +0.12% | -0.38% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.06% | -0.74% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.25% | -0.02% | -2.15% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.07% | -7.59% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.01% | -0.10% | +0.99% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.98% | +0.36% | +31.18% | |
| 18 | JMSB | John Marshall Bancorp Inc | Stock-Other | 0.95% | — | — | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.93% | — | -1.10% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.84% | — | EXIT | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.78% | -0.02% | -0.60% | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.71% | +0.41% | +58.10% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.04% | -1.49% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.03% | +1.53% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.56% | +73.35% | |
| 26 | IDV | Ishares International Select | ETF-Other | 0.64% | -0.06% | -0.05% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.08% | -2.63% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.02% | +0.22% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.50% | -0.03% | — | |
| 30 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.01% | -25.97% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.01% | — | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.46% | -0.03% | +0.85% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.01% | -0.49% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | — | -0.74% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.07% | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.03% | +907.19% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.06% | — | |
| 38 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.39% | — | -6.24% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | -0.08% | -0.50% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | -0.03% | -2.77% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | +0.05% | +0.85% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.34% | -0.01% | +0.37% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.32% | +0.01% | +1.13% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.03% | +0.34% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.29% | +0.01% | +13.25% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.02% | -2.79% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.03% | -9.33% | |
| 48 | MLM | Martin Marietta Materials | Stock-Materials | 0.26% | -0.02% | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | -0.04% | +0.89% | |
| 50 | KXI | Ishares Global Consumer Stap | ETF-Other | 0.25% | — | -1.89% |
According to official SEC Form 13F filings, Evermay Wealth Management LLC reported a total U.S. public equity portfolio value of $970.9M across 609 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, VOO, IJH) accounted for 29.4% of total reported equity market value during Q2 2024.
During Q2 2024, Evermay Wealth Management LLC's top holdings by market value included SCHX (18.0%)、VOO (11.3%)、IJH (6.9%). The largest single position, SCHX, represented 18.0% of total portfolio value.
In Q2 2024, Evermay Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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