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EVERMAY WEALTH MANAGEMENT LLC
Portfolio value
EVERMAY WEALTH MANAGEMENT LLC portfolio value
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$489,384,918
is the total value of the holdings EVERMAY WEALTH MANAGEMENT LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$489,384,918
Q3 2023
$519,563,426
Q2 2023
$495,509,002
Q1 2023
$491,127,503
Q4 2022
$502,795,000
Q3 2022
$515,111,000
Q2 2022
$596,282,000
Q1 2022
$559,621,000
Q4 2021
$516,248,000
Q3 2021
$539,831,000
Q2 2021
$500,191,000
Q1 2021
$453,532,000
Q4 2020
$407,157,000
Q3 2020
$380,003,000
Q2 2020
$329,499,000
Q1 2020
$406,691,000
Q4 2019
$366,851,000
Q3 2019
$360,010,000
Q2 2019
$353,682,000
Q1 2019
$308,853,000
Q4 2018
$320,315,000
Q3 2018
$300,214,000
Q2 2018
$290,146,000
Q1 2018
$273,047,000
Q4 2017
$230,351,000
Q3 2017
$225,535,000
Q2 2017
$223,350,000
Q1 2017
$204,393,000
Q4 2016
$198,604,000
Q3 2016
$191,456,000
Q2 2016
$178,455,000
Q1 2016
$169,789,000
Q4 2015
$166,843,000
Q3 2015
$168,118,000
Q2 2015
$169,113,000
Q1 2015
$154,069,000
Q4 2014
$116,461,000
Q3 2014
$115,580,000
Q2 2014
$93,881,000
Q1 2014
$71,964,000
Q4 2013