$407 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 160 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 22.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $80,624,000 | +10.7% | 1,049,659 | +2.2% | 19.82% | -0.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $41,821,000 | +7.1% | 203,190 | +0.5% | 10.28% | -3.4% |
| JPST | Buy | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $40,954,000 | +11.4% | 812,096 | +11.4% | 10.07% | +0.5% |
| VOO | Sell | VANGUARD INDEX FDS | $33,671,000 | +6.4% | 113,832 | -1.9% | 8.28% | -4.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $27,714,000 | +7.3% | 86,107 | -1.0% | 6.82% | -3.2% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $17,944,000 | +2.0% | 176,635 | +2.2% | 4.41% | -8.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $14,329,000 | +11.9% | 170,886 | +3.9% | 3.52% | +0.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $13,875,000 | +7.8% | 42,924 | -0.4% | 3.41% | -2.8% |
| AAPL | Buy | APPLE INC | $8,079,000 | +43.8% | 27,513 | +9.7% | 1.99% | +29.8% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $6,933,000 | +6.0% | 38,910 | -0.3% | 1.70% | -4.3% |
| AMZN | Buy | AMAZON COM INC | $5,617,000 | +12.7% | 3,040 | +5.9% | 1.38% | +1.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,468,000 | +36.1% | 24,875 | +14.9% | 0.85% | +22.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,291,000 | +29.7% | 2,457 | +18.2% | 0.81% | +16.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $3,189,000 | +6.7% | 19,247 | -2.5% | 0.78% | -3.8% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,856,000 | +8.2% | 37,753 | -0.2% | 0.70% | -2.4% |
| DHR | Sell | DANAHER CORPORATION | $2,604,000 | +5.0% | 16,968 | -1.1% | 0.64% | -5.3% |
| MSFT | Sell | MICROSOFT CORP | $2,465,000 | +8.9% | 15,632 | -4.0% | 0.61% | -1.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,344,000 | +11.3% | 38,975 | +4.6% | 0.58% | +0.3% |
| V | Buy | VISA INC | $2,297,000 | +19.3% | 12,225 | +9.2% | 0.56% | +7.6% |
| PFE | Sell | PFIZER INC | $2,201,000 | -0.5% | 56,170 | -8.8% | 0.54% | -10.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,181,000 | +40.3% | 9,627 | +28.8% | 0.54% | +26.4% |
| HD | Buy | HOME DEPOT INC | $2,060,000 | +6.7% | 9,435 | +13.4% | 0.51% | -3.6% |
| SASR | Sell | SANDY SPRING BANCORP INC | $2,000,000 | -4.8% | 52,796 | -15.3% | 0.49% | -14.0% |
| INTC | Buy | INTEL CORP | $1,971,000 | +29.6% | 32,930 | +11.6% | 0.48% | +16.9% |
| PEP | Buy | PEPSICO INC | $1,952,000 | +6.9% | 14,284 | +7.3% | 0.48% | -3.6% |
| MKCV | Sell | MCCORMICK & CO INC | $1,850,000 | +8.7% | 10,815 | -1.0% | 0.46% | -1.9% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $1,639,000 | +16.2% | 55,791 | +10.3% | 0.40% | +4.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,638,000 | +18.4% | 11,228 | +5.0% | 0.40% | +6.9% |
| NEE | Buy | NEXTERA ENERGY INC | $1,627,000 | +9.9% | 6,717 | +5.8% | 0.40% | -0.7% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $1,624,000 | +17.0% | 8,364 | +8.2% | 0.40% | +5.6% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,618,000 | +2.6% | 36,722 | -4.3% | 0.40% | -7.4% |
| MRK | Sell | MERCK & CO INC | $1,605,000 | +3.3% | 17,649 | -4.3% | 0.40% | -6.6% |
| XOM | Sell | EXXON MOBIL CORP | $1,562,000 | -4.2% | 22,384 | -3.0% | 0.38% | -13.5% |
| VLO | Buy | VALERO ENERGY CORP NEW | $1,554,000 | +12.2% | 16,598 | +2.2% | 0.38% | +1.1% |
| FB | Sell | FACEBOOK INCcl a | $1,511,000 | +15.2% | 7,363 | -0.1% | 0.37% | +3.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,460,000 | +16.6% | 23,776 | +14.6% | 0.36% | +5.3% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $1,317,000 | +20.4% | 8,793 | +9.7% | 0.32% | +8.7% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $1,260,000 | +39.1% | 7,446 | +38.1% | 0.31% | +25.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,224,000 | +8.2% | 57,841 | +5.4% | 0.30% | -2.3% |
| D | Buy | DOMINION ENERGY INC | $1,195,000 | +8.6% | 14,424 | +6.3% | 0.29% | -2.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,188,000 | +2.0% | 13,020 | +7.1% | 0.29% | -8.2% |
| CSCO | Buy | CISCO SYS INC | $1,180,000 | +3.1% | 24,607 | +6.1% | 0.29% | -7.1% |
| MCD | Sell | MCDONALDS CORP | $1,066,000 | -9.9% | 5,394 | -2.1% | 0.26% | -18.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,030,000 | +0.1% | 22,895 | +0.3% | 0.25% | -9.6% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $989,000 | +59.8% | 15,402 | +26.1% | 0.24% | +43.8% |
| TFC | New | TRUIST FINL CORP | $976,000 | – | 17,279 | +100.0% | 0.24% | – |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $952,000 | +8.3% | 12,387 | +0.0% | 0.23% | -2.5% |
| PG | Buy | PROCTER & GAMBLE CO | $949,000 | +1.2% | 7,602 | +0.8% | 0.23% | -9.0% |
| DIS | Sell | DISNEY WALT CO | $925,000 | +10.5% | 6,394 | -0.5% | 0.23% | -0.4% |
| ETN | Buy | EATON CORP PLC | $916,000 | +27.8% | 9,640 | +11.8% | 0.22% | +15.4% |
| ABBV | Sell | ABBVIE INC | $906,000 | +7.6% | 10,228 | -8.0% | 0.22% | -3.0% |
| DVY | Sell | ISHARES TRselect divid etf | $905,000 | +1.7% | 8,567 | -1.8% | 0.22% | -8.2% |
| GM | Buy | GENERAL MTRS CO | $845,000 | +8.1% | 23,087 | +10.6% | 0.21% | -2.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $842,000 | +11.7% | 6,766 | +6.1% | 0.21% | +0.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $833,000 | +99.8% | 2,832 | +47.7% | 0.20% | +79.8% |
| TRV | Buy | TRAVELERS COMPANIES INC | $789,000 | +3.1% | 5,762 | +11.9% | 0.19% | -7.2% |
| BAC | BANK AMER CORP | $745,000 | +20.7% | 21,149 | 0.0% | 0.18% | +8.9% | |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $741,000 | +8.0% | 5,880 | -0.3% | 0.18% | -2.7% |
| EMR | Sell | EMERSON ELEC CO | $737,000 | +3.4% | 9,663 | -9.4% | 0.18% | -6.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $719,000 | +79.8% | 2,446 | +76.4% | 0.18% | +62.4% |
| T | Sell | AT&T INC | $712,000 | -1.0% | 18,209 | -4.2% | 0.18% | -10.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $690,000 | -8.4% | 5,146 | -0.6% | 0.17% | -17.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $691,000 | +26.1% | 2,010 | +37.5% | 0.17% | +14.1% |
| ACN | ACCENTURE PLC IRELAND | $685,000 | +9.4% | 3,252 | 0.0% | 0.17% | -1.8% | |
| CVX | Buy | CHEVRON CORP NEW | $665,000 | +10.3% | 5,517 | +8.6% | 0.16% | 0.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $659,000 | +19.0% | 8,137 | +19.0% | 0.16% | +7.3% |
| COF | Buy | CAPITAL ONE FINL CORP | $658,000 | +21.6% | 6,391 | +7.5% | 0.16% | +10.2% |
| RTN | Buy | RAYTHEON CO | $655,000 | +63.3% | 2,980 | +45.7% | 0.16% | +47.7% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $653,000 | -11.2% | 23,185 | -9.9% | 0.16% | -19.5% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $655,000 | +88.8% | 4,324 | +55.0% | 0.16% | +69.5% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $648,000 | -17.5% | 14,579 | -25.3% | 0.16% | -25.7% |
| USB | Buy | US BANCORP DEL | $638,000 | +32.6% | 10,757 | +23.7% | 0.16% | +19.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $633,000 | +8.8% | 3,868 | +0.3% | 0.16% | -1.9% |
| KO | Sell | COCA COLA CO | $621,000 | -1.1% | 11,223 | -2.7% | 0.15% | -10.5% |
| CMI | Sell | CUMMINS INC | $624,000 | +5.4% | 3,485 | -4.2% | 0.15% | -5.0% |
| MMM | Buy | 3M CO | $600,000 | +45.3% | 3,403 | +35.3% | 0.15% | +31.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $590,000 | +25.0% | 5,036 | +27.8% | 0.14% | +12.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $576,000 | +4.3% | 431 | -4.9% | 0.14% | -5.3% |
| DHI | Buy | D R HORTON INC | $574,000 | +11.7% | 10,882 | +11.5% | 0.14% | +0.7% |
| SYK | Buy | STRYKER CORP | $571,000 | -1.2% | 2,722 | +1.9% | 0.14% | -11.4% |
| ANTM | Sell | ANTHEM INC | $570,000 | +14.5% | 1,887 | -9.1% | 0.14% | +2.9% |
| GE | Sell | GENERAL ELECTRIC CO | $558,000 | +24.6% | 49,990 | -0.1% | 0.14% | +12.3% |
| IWD | ISHARES TRrus 1000 val etf | $542,000 | +6.5% | 3,972 | 0.0% | 0.13% | -4.3% | |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $536,000 | +3.5% | 5,670 | -2.1% | 0.13% | -6.4% |
| LLY | Buy | LILLY ELI & CO | $523,000 | +53.4% | 3,977 | +30.3% | 0.13% | +38.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $513,000 | +12.0% | 3,010 | +6.0% | 0.13% | +0.8% |
| TREX | TREX CO INC | $509,000 | -1.2% | 5,667 | 0.0% | 0.12% | -10.7% | |
| ADBE | ADOBE INC | $504,000 | +19.4% | 1,529 | 0.0% | 0.12% | +7.8% | |
| AMGN | AMGEN INC | $491,000 | +24.6% | 2,035 | 0.0% | 0.12% | +13.1% | |
| MDT | Buy | MEDTRONIC PLC | $488,000 | +13.0% | 4,303 | +8.2% | 0.12% | +1.7% |
| BSV | VANGUARD BD INDEX FD INCshort trm bond | $487,000 | -0.2% | 6,042 | 0.0% | 0.12% | -9.8% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $474,000 | +21.5% | 2,971 | +6.6% | 0.12% | +10.4% |
| DFS | DISCOVER FINL SVCS | $471,000 | +4.7% | 5,549 | 0.0% | 0.12% | -5.7% | |
| TJX | Sell | TJX COS INC NEW | $451,000 | +0.7% | 7,380 | -8.1% | 0.11% | -9.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $450,000 | +59.0% | 7,164 | +68.0% | 0.11% | +44.2% |
| CAT | Sell | CATERPILLAR INC DEL | $438,000 | +11.5% | 2,965 | -4.8% | 0.11% | +0.9% |
| FTV | Sell | FORTIVE CORP | $422,000 | +10.5% | 5,519 | -0.9% | 0.10% | 0.0% |
| HON | New | HONEYWELL INTL INC | $413,000 | – | 2,331 | +100.0% | 0.10% | – |
| YUM | Sell | YUM BRANDS INC | $410,000 | -22.6% | 4,071 | -12.8% | 0.10% | -29.9% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $409,000 | -12.4% | 7,426 | -12.0% | 0.10% | -20.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $406,000 | +24.9% | 1,726 | +17.7% | 0.10% | +12.4% |
| UNP | New | UNION PACIFIC CORP | $394,000 | – | 2,180 | +100.0% | 0.10% | – |
| AMAT | Sell | APPLIED MATLS INC | $391,000 | +20.3% | 6,409 | -1.5% | 0.10% | +7.9% |
| IWR | ISHARES TRrus mid cap etf | $384,000 | +6.4% | 6,444 | 0.0% | 0.09% | -4.1% | |
| DLTR | DOLLAR TREE INC | $364,000 | -17.6% | 3,875 | 0.0% | 0.09% | -25.0% | |
| MA | New | MASTERCARD INCcl a | $365,000 | – | 1,222 | +100.0% | 0.09% | – |
| MO | Buy | ALTRIA GROUP INC | $362,000 | +50.8% | 7,260 | +23.9% | 0.09% | +36.9% |
| TMO | THERMO FISHER SCIENTIFIC INC | $357,000 | +11.6% | 1,099 | 0.0% | 0.09% | +1.1% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $355,000 | -1.1% | 2,889 | 0.0% | 0.09% | -11.2% | |
| WFC | Buy | WELLS FARGO CO NEW | $355,000 | +13.1% | 6,591 | +5.8% | 0.09% | +1.2% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $351,000 | +2.0% | 5,945 | +1.7% | 0.09% | -8.5% |
| TGT | Sell | TARGET CORP | $344,000 | +18.2% | 2,685 | -1.4% | 0.08% | +7.6% |
| MS | Buy | MORGAN STANLEY | $342,000 | +25.3% | 6,697 | +4.6% | 0.08% | +13.5% |
| ZTS | ZOETIS INCcl a | $336,000 | +6.3% | 2,540 | 0.0% | 0.08% | -3.5% | |
| GIS | Buy | GENERAL MLS INC | $328,000 | +11.9% | 6,132 | +15.3% | 0.08% | +1.2% |
| ROP | New | ROPER TECHNOLOGIES INC | $330,000 | – | 933 | +100.0% | 0.08% | – |
| ABT | ABBOTT LABS | $331,000 | +3.8% | 3,812 | 0.0% | 0.08% | -6.9% | |
| RWR | SPDR SERIES TRUSTdj reit etf | $320,000 | -2.4% | 3,141 | 0.0% | 0.08% | -11.2% | |
| CSX | Buy | CSX CORP | $317,000 | +4.6% | 4,375 | +0.0% | 0.08% | -6.0% |
| IWF | ISHARES TRrus 1000 grw etf | $312,000 | +10.2% | 1,771 | 0.0% | 0.08% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $315,000 | +4.7% | 2,266 | 0.0% | 0.08% | -6.1% | |
| FRT | New | FEDERAL REALTY INVT TRsh ben int new | $310,000 | – | 2,405 | +100.0% | 0.08% | – |
| IGSB | Buy | ISHARES TRsh tr crport etf | $311,000 | +5.4% | 5,790 | +5.5% | 0.08% | -5.0% |
| IWC | Buy | ISHARES TRmicro-cap etf | $304,000 | +13.0% | 3,054 | +0.0% | 0.08% | +2.7% |
| FDX | New | FEDEX CORP | $298,000 | – | 1,974 | +100.0% | 0.07% | – |
| MKL | MARKEL CORP | $297,000 | -3.3% | 260 | 0.0% | 0.07% | -13.1% | |
| MCHP | MICROCHIP TECHNOLOGY INC | $297,000 | +12.9% | 2,835 | 0.0% | 0.07% | +1.4% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $293,000 | +6.9% | 4,972 | +0.4% | 0.07% | -4.0% |
| URI | New | UNITED RENTALS INC | $280,000 | – | 1,680 | +100.0% | 0.07% | – |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $282,000 | -0.4% | 5,585 | 0.0% | 0.07% | -10.4% | |
| BLL | New | BALL CORP | $275,000 | – | 4,259 | +100.0% | 0.07% | – |
| SBUX | New | STARBUCKS CORP | $273,000 | – | 3,110 | +100.0% | 0.07% | – |
| ECL | Sell | ECOLAB INC | $270,000 | -15.6% | 1,400 | -13.5% | 0.07% | -24.1% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $268,000 | +5.1% | 1,320 | -14.6% | 0.07% | -5.7% |
| CLX | Buy | CLOROX CO DEL | $263,000 | +27.1% | 1,715 | +25.6% | 0.06% | +16.1% |
| C | New | CITIGROUP INC | $262,000 | – | 3,275 | +100.0% | 0.06% | – |
| UBSI | New | UNITED BANKSHARES INC WEST V | $252,000 | – | 6,523 | +100.0% | 0.06% | – |
| SCHW | Sell | THE CHARLES SCHWAB CORPORATI | $253,000 | +5.4% | 5,330 | -7.0% | 0.06% | -4.6% |
| EFA | Sell | ISHARES TRmsci eafe etf | $247,000 | -2.4% | 3,555 | -8.4% | 0.06% | -11.6% |
| CRM | Sell | SALESFORCE COM INC | $246,000 | +3.4% | 1,515 | -5.6% | 0.06% | -7.7% |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $246,000 | – | 2,843 | +100.0% | 0.06% | – |
| FISV | FISERV INC | $230,000 | +11.7% | 1,988 | 0.0% | 0.06% | +1.8% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $228,000 | +6.0% | 800 | 0.0% | 0.06% | -5.1% | |
| QDF | FLEXSHARES TRqualt divd idx | $226,000 | +6.6% | 4,660 | 0.0% | 0.06% | -3.4% | |
| ORCL | Sell | ORACLE CORP | $229,000 | -4.2% | 4,314 | -0.5% | 0.06% | -13.8% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $228,000 | – | 3,935 | +100.0% | 0.06% | – |
| BA | New | BOEING CO | $227,000 | – | 696 | +100.0% | 0.06% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $227,000 | – | 1,175 | +100.0% | 0.06% | – |
| TOWN | TOWNEBANK PORTSMOUTH VA | $224,000 | 0.0% | 8,060 | 0.0% | 0.06% | -9.8% | |
| KMB | New | KIMBERLY CLARK CORP | $222,000 | – | 1,615 | +100.0% | 0.06% | – |
| NKE | NIKE INCcl b | $218,000 | +7.9% | 2,156 | 0.0% | 0.05% | -1.8% | |
| IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $221,000 | +10.0% | 1,594 | +3.6% | 0.05% | -1.8% |
| LMT | New | LOCKHEED MARTIN CORP | $212,000 | – | 544 | +100.0% | 0.05% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $212,000 | – | 1,986 | +100.0% | 0.05% | – |
| BWA | New | BORGWARNER INC | $210,000 | – | 4,844 | +100.0% | 0.05% | – |
| TY | TRI CONTL CORP | $210,000 | +3.4% | 7,436 | 0.0% | 0.05% | -5.5% | |
| AVGO | New | BROADCOM INC | $207,000 | – | 655 | +100.0% | 0.05% | – |
| FULT | FULTON FINL CORP PA | $209,000 | +7.7% | 11,979 | 0.0% | 0.05% | -3.8% | |
| BP | New | BP PLCsponsored adr | $205,000 | – | 5,443 | +100.0% | 0.05% | – |
| DHF | Sell | BNY MELLON HIGH YIELD STRATEsh ben int | $46,000 | -43.9% | 14,950 | -44.2% | 0.01% | -50.0% |
| F | Exit | FORD MTR CO DEL | $0 | – | -13,573 | -100.0% | -0.03% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -3,449 | -100.0% | -0.06% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,240 | -100.0% | -0.06% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -2,072 | -100.0% | -0.06% | – |
| CSM | Exit | PROSHARES TRlarge cap cre | $0 | – | -3,196 | -100.0% | -0.06% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -1,656 | -100.0% | -0.08% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -3,090 | -100.0% | -0.08% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,949 | -100.0% | -0.09% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -4,800 | -100.0% | -0.09% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,274 | -100.0% | -0.12% | – |
| BBT | Exit | BB&T CORP | $0 | – | -10,896 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-11
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.