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CIK: 0001066816
Total reported value
$970.9M
$970.9M
588 檔
30.4%
At the close of Q3 2024, Evermay Wealth Management LLC disclosed equity holdings valued at approximately $970.9M, spread across 588 reported holdings.
During Q3 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 588 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 18.70% | +0.11% | -1.66% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.73% | -0.39% | -1.87% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.10% | -0.19% | -3.43% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.28% | +0.11% | -1.82% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.68% | +0.28% | -2.34% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.01% | -1.21% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.99% | +0.02% | -3.13% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.87% | -0.10% | -2.62% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.87% | -0.06% | -4.35% | |
| 10 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.63% | -0.12% | +6.17% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.48% | +0.36% | +36.97% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.36% | -0.02% | -0.40% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.12% | -1.29% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.06% | -1.21% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.24% | +0.41% | +63.78% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.56% | +48.84% | |
| 17 | JMSB | John Marshall Bancorp Inc | Stock-Other | 1.06% | — | — | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.02% | -0.10% | -4.65% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.07% | -1.11% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.89% | -0.32% | -78.32% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.79% | -0.02% | -5.25% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.03% | -3.54% | |
| 23 | IDV | Ishares International Select | ETF-Other | 0.67% | -0.06% | -4.17% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | +0.04% | -14.25% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.02% | +0.94% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.08% | -0.81% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.57% | -0.03% | — | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 0.50% | -0.03% | -2.13% | |
| 29 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.48% | -0.01% | -5.05% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | — | -1.57% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.01% | -0.71% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.06% | -0.57% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.07% | -1.38% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.01% | -3.20% | |
| 35 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.44% | — | -1.67% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | -0.08% | -2.73% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.03% | +0.68% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.03% | +2.31% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | — | EXIT | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.34% | +0.01% | -0.82% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | +0.05% | -2.34% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | +0.01% | -4.40% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.32% | -0.09% | +26.74% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.03% | -0.10% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.02% | -0.62% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.04% | -7.56% | |
| 47 | BRO | Brown & Brown Inc | Stock-Financials | 0.28% | -0.01% | — | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.28% | -0.03% | -6.03% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.27% | -0.06% | — | |
| 50 | MLM | Martin Marietta Materials | Stock-Materials | 0.26% | -0.02% | — |
According to official SEC Form 13F filings, Evermay Wealth Management LLC reported a total U.S. public equity portfolio value of $970.9M across 588 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, VOO, IJH) accounted for 30.4% of total reported equity market value during Q3 2024.
During Q3 2024, Evermay Wealth Management LLC's top holdings by market value included SCHX (18.7%)、VOO (11.7%)、IJH (7.1%). The largest single position, SCHX, represented 18.7% of total portfolio value.
In Q3 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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