$167 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 81 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GWX | Exit | SPDR INDEX SHS FDSs&p intl smlcp | $0 | – | -6,542 | -100.0% | -0.12% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -5,175 | -100.0% | -0.12% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -1,877 | -100.0% | -0.12% | – |
| MMM | Exit | 3M CO | $0 | – | -1,354 | -100.0% | -0.12% | – |
| WPZ | Exit | WILLIAMS PARTNERS L P NEW | $0 | – | -4,960 | -100.0% | -0.14% | – |
| HCN | Exit | HEALTH CARE REIT INC | $0 | – | -4,547 | -100.0% | -0.18% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -118,860 | -100.0% | -2.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-03
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 22.2% |
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 29.5% |
| PIMCO ETF TR | 40 | Q3 2023 | 5.7% |
| ISHARES TR | 40 | Q3 2023 | 4.3% |
| ISHARES TR | 40 | Q3 2023 | 4.0% |
| ISHARES TR | 40 | Q3 2023 | 5.7% |
| AMAZON COM INC | 40 | Q3 2023 | 2.4% |
| EXXON MOBIL CORP | 40 | Q3 2023 | 2.3% |
| DANAHER CORPORATION | 40 | Q3 2023 | 1.8% |
| JPMORGAN CHASE & CO | 40 | Q3 2023 | 0.9% |
View EVERMAY WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR/A | 2021-11-12 |
View EVERMAY WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.