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CIK: 0001066816
Total reported value
$970.9M
$970.9M
573 檔
30.7%
As reported in its official Q4 2024 Form 13F filing, Evermay Wealth Management LLC's tracked investment portfolio stood at $970.9M with 573 total positions.
During Q4 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 573 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 17.86% | +0.11% | +196.69% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.05% | -0.39% | -1.79% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.53% | -0.19% | -2.49% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.98% | +0.11% | -2.15% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 4.68% | -0.77% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.31% | +0.28% | -4.39% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.01% | -1.47% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.83% | +0.02% | -0.83% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.75% | -0.06% | -2.85% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.73% | -0.10% | -1.50% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.72% | +0.41% | +47.08% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.68% | +0.36% | +22.54% | |
| 13 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.54% | -0.12% | +8.69% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.48% | — | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.12% | -2.00% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.28% | -0.02% | -0.09% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.56% | +19.43% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.06% | -3.16% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.07% | -1.46% | |
| 20 | JMSB | John Marshall Bancorp Inc | Stock-Other | 1.02% | — | — | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.91% | -0.10% | -1.96% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.75% | -0.32% | -9.90% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | +0.03% | -2.40% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.02% | -8.24% | |
| 25 | IDV | Ishares International Select | ETF-Other | 0.57% | -0.06% | -0.27% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | +0.04% | -8.83% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.02% | -0.42% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.53% | -0.03% | -0.34% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.01% | -3.17% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.08% | -0.67% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.01% | -3.36% | |
| 32 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.46% | -0.01% | -1.06% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | — | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.07% | -2.44% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.03% | +0.67% | |
| 36 | DFAI | Dimensional International Co | ETF-Other | 0.41% | +0.09% | +91.41% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.06% | -2.43% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | -0.08% | -4.58% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.37% | -0.03% | -4.05% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | -0.03% | -0.66% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.34% | -0.09% | +131.36% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | +0.01% | +0.90% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.05% | -3.70% | |
| 44 | BRO | Brown & Brown Inc | Stock-Financials | 0.26% | -0.01% | — | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.26% | +0.01% | -0.39% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.02% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.02% | -10.17% | |
| 48 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.26% | — | -32.80% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.26% | — | EXIT | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.04% | -1.48% |
According to official SEC Form 13F filings, Evermay Wealth Management LLC reported a total U.S. public equity portfolio value of $970.9M across 573 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, VOO, IJH) accounted for 30.7% of total reported equity market value during Q4 2024.
During Q4 2024, Evermay Wealth Management LLC's top holdings by market value included SCHX (17.9%)、VOO (11.1%)、IJH (6.5%). The largest single position, SCHX, represented 17.9% of total portfolio value.
In Q4 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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