$329 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 135 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 18.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $65,768,000 | -18.4% | 1,073,771 | +2.3% | 19.96% | +0.7% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $42,125,000 | +2.9% | 848,102 | +4.4% | 12.78% | +27.0% |
| VOO | Buy | VANGUARD INDEX FDS | $35,617,000 | +5.8% | 150,396 | +32.1% | 10.81% | +30.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $24,236,000 | -42.0% | 168,467 | -17.1% | 7.36% | -28.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $21,776,000 | -21.4% | 84,484 | -1.9% | 6.61% | -3.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $17,044,000 | -5.0% | 172,194 | -2.5% | 5.17% | +17.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $11,252,000 | -18.9% | 43,544 | +1.4% | 3.42% | +0.1% |
| AAPL | Buy | APPLE INC | $7,250,000 | -10.3% | 28,512 | +3.6% | 2.20% | +10.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $7,115,000 | -50.3% | 126,805 | -25.8% | 2.16% | -38.7% |
| AMZN | Buy | AMAZON COM INC | $6,243,000 | +11.1% | 3,202 | +5.3% | 1.90% | +37.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,306,000 | -23.5% | 40,302 | +3.6% | 1.61% | -5.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,846,000 | -13.5% | 2,449 | -0.3% | 0.86% | +6.8% |
| MSFT | Buy | MICROSOFT CORP | $2,743,000 | +11.3% | 17,390 | +11.2% | 0.83% | +37.3% |
| DHR | Buy | DANAHER CORPORATION | $2,638,000 | +1.3% | 19,062 | +12.3% | 0.80% | +25.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,334,000 | -32.7% | 25,921 | +4.2% | 0.71% | -17.0% |
| V | Buy | VISA INC | $2,162,000 | -5.9% | 13,417 | +9.8% | 0.66% | +16.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,151,000 | -32.5% | 18,794 | -2.4% | 0.65% | -16.7% |
| HD | Buy | HOME DEPOT INC | $1,841,000 | -10.6% | 9,860 | +4.5% | 0.56% | +10.3% |
| PFE | Sell | PFIZER INC | $1,798,000 | -18.3% | 55,100 | -1.9% | 0.55% | +0.9% |
| NEE | Buy | NEXTERA ENERGY INC | $1,770,000 | +8.8% | 7,357 | +9.5% | 0.54% | +34.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,770,000 | -18.8% | 9,684 | +0.6% | 0.54% | +0.2% |
| INTC | Sell | INTEL CORP | $1,765,000 | -10.5% | 32,613 | -1.0% | 0.54% | +10.5% |
| PEP | Sell | PEPSICO INC | $1,660,000 | -15.0% | 13,822 | -3.2% | 0.50% | +5.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,505,000 | -8.1% | 11,478 | +2.2% | 0.46% | +13.4% |
| MKCV | Sell | MCCORMICK & CO INC | $1,467,000 | -20.7% | 10,302 | -4.7% | 0.44% | -2.2% |
| D | Buy | DOMINION ENERGY INC | $1,378,000 | +15.3% | 19,085 | +32.3% | 0.42% | +42.2% |
| MRK | Buy | MERCK & CO. INC | $1,369,000 | -14.7% | 17,789 | +0.8% | 0.42% | +5.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,361,000 | -6.8% | 25,331 | +6.5% | 0.41% | +15.0% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,323,000 | -18.2% | 39,677 | +8.0% | 0.40% | +1.0% |
| XSOE | New | WISDOMTREE TRem ex st-owned | $1,236,000 | – | 50,618 | +100.0% | 0.38% | – |
| FB | Sell | FACEBOOK INCcl a | $1,215,000 | -19.6% | 7,283 | -1.1% | 0.37% | -0.8% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $1,189,000 | -26.8% | 8,146 | -2.6% | 0.36% | -9.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,107,000 | +32.9% | 4,439 | +56.7% | 0.34% | +63.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,104,000 | -7.1% | 13,650 | +4.8% | 0.34% | +14.7% |
| SASR | Sell | SANDY SPRING BANCORP INC | $1,012,000 | -49.4% | 44,718 | -15.3% | 0.31% | -37.6% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,013,000 | +259.2% | 19,585 | +250.7% | 0.31% | +344.9% |
| CSCO | Buy | CISCO SYS INC | $999,000 | -15.3% | 25,423 | +3.3% | 0.30% | +4.5% |
| MCD | Buy | MCDONALDS CORP | $965,000 | -9.5% | 5,839 | +8.2% | 0.29% | +11.8% |
| RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $929,000 | -43.3% | 42,159 | -24.4% | 0.28% | -30.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $901,000 | +39.0% | 26,863 | +84.3% | 0.27% | +71.7% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $878,000 | -30.3% | 6,948 | -6.7% | 0.27% | -14.2% |
| PG | Buy | PROCTER & GAMBLE CO | $868,000 | -8.5% | 7,892 | +3.8% | 0.26% | +12.9% |
| DIS | Buy | DISNEY WALT CO | $853,000 | -7.8% | 8,832 | +38.1% | 0.26% | +14.1% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $825,000 | -71.1% | 16,013 | -57.6% | 0.25% | -64.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $823,000 | -16.8% | 14,757 | -4.2% | 0.25% | +2.9% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $767,000 | -41.8% | 8,126 | -7.6% | 0.23% | -28.1% |
| ETN | Buy | EATON CORP PLC | $750,000 | -18.1% | 9,660 | +0.2% | 0.23% | +1.3% |
| XOM | Sell | EXXON MOBIL CORP | $743,000 | -52.4% | 19,569 | -12.6% | 0.22% | -41.4% |
| ABBV | Sell | ABBVIE INC | $728,000 | -19.6% | 9,557 | -6.6% | 0.22% | -0.9% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $728,000 | -29.3% | 21,170 | -7.5% | 0.22% | -12.6% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $720,000 | -24.4% | 11,909 | -3.9% | 0.22% | -6.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $699,000 | -2.8% | 2,450 | +0.2% | 0.21% | +19.8% |
| KMI | Sell | KINDER MORGAN INC DEL | $691,000 | -43.5% | 49,605 | -14.2% | 0.21% | -30.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $673,000 | +16.8% | 579 | +34.3% | 0.20% | +43.7% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $644,000 | -2.3% | 8,137 | 0.0% | 0.20% | +20.4% | |
| VLO | Sell | VALERO ENERGY CORP | $632,000 | -59.3% | 13,940 | -16.0% | 0.19% | -49.7% |
| DVY | ISHARES TRselect divid etf | $630,000 | -30.4% | 8,567 | 0.0% | 0.19% | -14.3% | |
| MMM | Buy | 3M CO | $603,000 | +0.5% | 4,418 | +29.8% | 0.18% | +23.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $589,000 | -14.6% | 5,311 | +3.2% | 0.18% | +5.3% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $590,000 | -14.6% | 1,951 | -2.9% | 0.18% | +5.3% |
| FISV | Buy | FISERV INC | $588,000 | +155.7% | 6,194 | +211.6% | 0.18% | +212.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $574,000 | -9.3% | 4,453 | +15.1% | 0.17% | +11.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $562,000 | -33.3% | 6,566 | -3.0% | 0.17% | -17.4% |
| LLY | Sell | LILLY ELI & CO | $540,000 | +3.3% | 3,896 | -2.0% | 0.16% | +27.1% |
| ACN | ACCENTURE PLC IRELAND | $531,000 | -22.5% | 3,252 | 0.0% | 0.16% | -4.2% | |
| T | Sell | AT&T INC | $509,000 | -28.5% | 17,447 | -4.2% | 0.15% | -12.0% |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $497,000 | +2.1% | 6,042 | 0.0% | 0.15% | +25.8% | |
| ADBE | ADOBE INC | $487,000 | -3.4% | 1,529 | 0.0% | 0.15% | +19.4% | |
| APD | Buy | AIR PRODS & CHEMS INC | $480,000 | +18.2% | 2,406 | +39.4% | 0.15% | +46.0% |
| KO | Sell | COCA COLA CO | $474,000 | -23.7% | 10,713 | -4.5% | 0.14% | -5.9% |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $472,000 | – | 2,619 | +100.0% | 0.14% | – |
| ROP | Buy | ROPER TECHNOLOGIES INC | $469,000 | +42.1% | 1,504 | +61.2% | 0.14% | +75.3% |
| SYK | Buy | STRYKER CORP | $463,000 | -18.9% | 2,782 | +2.2% | 0.14% | +0.7% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $457,000 | -80.5% | 10,843 | -72.2% | 0.14% | -75.9% |
| CMI | Sell | CUMMINS INC | $455,000 | -27.1% | 3,360 | -3.6% | 0.14% | -9.8% |
| TREX | TREX CO INC | $454,000 | -10.8% | 5,667 | 0.0% | 0.14% | +10.4% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $450,000 | -43.0% | 4,532 | -21.3% | 0.14% | -29.4% |
| MDT | Buy | MEDTRONIC PLC | $435,000 | -10.9% | 4,828 | +12.2% | 0.13% | +10.0% |
| DHI | Buy | D R HORTON INC | $432,000 | -24.7% | 12,717 | +16.9% | 0.13% | -7.1% |
| ANTM | Sell | ANTHEM INC | $417,000 | -26.8% | 1,838 | -2.6% | 0.13% | -9.3% |
| AMGN | AMGEN INC | $413,000 | -15.9% | 2,035 | 0.0% | 0.12% | +3.3% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $410,000 | -20.1% | 2,999 | -0.4% | 0.12% | -1.6% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $401,000 | -32.0% | 4,293 | -14.8% | 0.12% | -15.9% |
| IWD | ISHARES TRrus 1000 val etf | $394,000 | -27.3% | 3,972 | 0.0% | 0.12% | -9.8% | |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $394,000 | -46.8% | 4,350 | -26.0% | 0.12% | -34.1% |
| GE | GENERAL ELECTRIC CO | $397,000 | -28.9% | 49,990 | 0.0% | 0.12% | -12.4% | |
| HON | Buy | HONEYWELL INTL INC | $385,000 | -6.8% | 2,881 | +23.6% | 0.12% | +14.7% |
| GM | Sell | GENERAL MTRS CO | $384,000 | -54.6% | 18,477 | -20.0% | 0.12% | -43.8% |
| BAC | Sell | BK OF AMERICA CORP | $382,000 | -48.7% | 18,008 | -14.9% | 0.12% | -36.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $377,000 | -7.8% | 7,526 | +1.3% | 0.11% | +12.9% |
| CVX | Sell | CHEVRON CORP NEW | $373,000 | -43.9% | 5,147 | -6.7% | 0.11% | -31.1% |
| TJX | Buy | TJX COS INC NEW | $354,000 | -21.5% | 7,396 | +0.2% | 0.11% | -3.6% |
| TFC | Sell | TRUIST FINL CORP | $345,000 | -64.7% | 11,172 | -35.3% | 0.10% | -56.2% |
| AWK | AMERICAN WTR WKS CO INC NEW | $345,000 | -2.8% | 2,889 | 0.0% | 0.10% | +20.7% | |
| RTN | Sell | RAYTHEON CO | $339,000 | -48.2% | 2,583 | -13.3% | 0.10% | -36.0% |
| GIS | GENERAL MLS INC | $324,000 | -1.2% | 6,132 | 0.0% | 0.10% | +21.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $312,000 | -12.6% | 1,099 | 0.0% | 0.10% | +8.0% | |
| UNP | UNION PAC CORP | $307,000 | -22.1% | 2,180 | 0.0% | 0.09% | -4.1% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $307,000 | -53.0% | 21,445 | -7.5% | 0.09% | -42.2% |
| USB | Sell | US BANCORP DEL | $305,000 | -52.2% | 8,857 | -17.7% | 0.09% | -40.8% |
| CLX | Buy | CLOROX CO DEL | $304,000 | +15.6% | 1,755 | +2.3% | 0.09% | +41.5% |
| IGSB | ISHARES TRsh tr crport etf | $303,000 | -2.6% | 5,790 | 0.0% | 0.09% | +21.1% | |
| ZTS | ZOETIS INCcl a | $299,000 | -11.0% | 2,540 | 0.0% | 0.09% | +9.6% | |
| FTV | Sell | FORTIVE CORP | $300,000 | -28.9% | 5,439 | -1.4% | 0.09% | -12.5% |
| ABT | ABBOTT LABS | $301,000 | -9.1% | 3,812 | 0.0% | 0.09% | +12.3% | |
| MA | MASTERCARD INCcl a | $295,000 | -19.2% | 1,222 | 0.0% | 0.09% | 0.0% | |
| CAT | Sell | CATERPILLAR INC DEL | $296,000 | -32.4% | 2,555 | -13.8% | 0.09% | -16.7% |
| AVGO | Buy | BROADCOM INC | $291,000 | +40.6% | 1,228 | +87.5% | 0.09% | +72.5% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $284,000 | -47.0% | 5,730 | +1.1% | 0.09% | -34.8% |
| AMAT | Sell | APPLIED MATLS INC | $280,000 | -28.4% | 6,109 | -4.7% | 0.08% | -11.5% |
| IWR | ISHARES TRrus mid cap etf | $278,000 | -27.6% | 6,444 | 0.0% | 0.08% | -10.6% | |
| FIS | FIDELITY NATL INFORMATION SV | $276,000 | -12.4% | 2,266 | 0.0% | 0.08% | +9.1% | |
| BLL | BALL CORP | $275,000 | 0.0% | 4,259 | 0.0% | 0.08% | +22.1% | |
| IWF | ISHARES TRrus 1000 grw etf | $267,000 | -14.4% | 1,771 | 0.0% | 0.08% | +5.2% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $260,000 | +5.7% | 2,843 | 0.0% | 0.08% | +31.7% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $261,000 | -42.0% | 7,164 | 0.0% | 0.08% | -28.8% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $250,000 | -47.3% | 2,611 | -12.1% | 0.08% | -35.0% |
| EMR | Sell | EMERSON ELEC CO | $252,000 | -65.8% | 5,290 | -45.3% | 0.08% | -58.0% |
| TGT | Sell | TARGET CORP | $247,000 | -28.2% | 2,655 | -1.1% | 0.08% | -11.8% |
| CSX | Sell | CSX CORP | $239,000 | -24.6% | 4,170 | -4.7% | 0.07% | -6.4% |
| DLTR | Sell | DOLLAR TREE INC | $235,000 | -35.4% | 3,205 | -17.3% | 0.07% | -21.1% |
| MKL | Sell | MARKEL CORP | $232,000 | -21.9% | 250 | -3.8% | 0.07% | -4.1% |
| COF | Sell | CAPITAL ONE FINL CORP | $230,000 | -65.0% | 4,555 | -28.7% | 0.07% | -56.8% |
| RWR | SPDR SER TRdj reit etf | $227,000 | -29.1% | 3,141 | 0.0% | 0.07% | -12.7% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $226,000 | -22.9% | 4,950 | -0.4% | 0.07% | -4.2% |
| MO | Sell | ALTRIA GROUP INC | $227,000 | -37.3% | 5,860 | -19.3% | 0.07% | -22.5% |
| YUM | Sell | YUM BRANDS INC | $220,000 | -46.3% | 3,209 | -21.2% | 0.07% | -33.7% |
| FDX | Sell | FEDEX CORP | $218,000 | -26.8% | 1,795 | -9.1% | 0.07% | -9.6% |
| CRM | SALESFORCE COM INC | $218,000 | -11.4% | 1,515 | 0.0% | 0.07% | +10.0% | |
| ECL | ECOLAB INC | $218,000 | -19.3% | 1,400 | 0.0% | 0.07% | 0.0% | |
| KMB | Buy | KIMBERLY CLARK CORP | $217,000 | -2.3% | 1,700 | +5.3% | 0.07% | +20.0% |
| MS | Sell | MORGAN STANLEY | $211,000 | -38.3% | 6,206 | -7.3% | 0.06% | -23.8% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $209,000 | -68.1% | 2,790 | -35.5% | 0.06% | -60.9% |
| SBUX | Sell | STARBUCKS CORP | $204,000 | -25.3% | 3,097 | -0.4% | 0.06% | -7.5% |
| FULT | FULTON FINL CORP PA | $138,000 | -34.0% | 11,979 | 0.0% | 0.04% | -17.6% | |
| DHF | Exit | BNY MELLON HIGH YIELD STRATEsh ben int | $0 | – | -14,950 | -100.0% | -0.01% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -5,443 | -100.0% | -0.05% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -1,986 | -100.0% | -0.05% | – |
| BWA | Exit | BORGWARNER INC | $0 | – | -4,844 | -100.0% | -0.05% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -544 | -100.0% | -0.05% | – |
| TY | Exit | TRI CONTL CORP | $0 | – | -7,436 | -100.0% | -0.05% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,156 | -100.0% | -0.05% | – |
| IVOO | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $0 | – | -1,594 | -100.0% | -0.05% | – |
| TOWN | Exit | TOWNEBANK PORTSMOUTH VA | $0 | – | -8,060 | -100.0% | -0.06% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -3,935 | -100.0% | -0.06% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,175 | -100.0% | -0.06% | – |
| DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -800 | -100.0% | -0.06% | – |
| BA | Exit | BOEING CO | $0 | – | -696 | -100.0% | -0.06% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,314 | -100.0% | -0.06% | – |
| QDF | Exit | FLEXSHARES TRqualt divd idx | $0 | – | -4,660 | -100.0% | -0.06% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -3,555 | -100.0% | -0.06% | – |
| SCHW | Exit | THE CHARLES SCHWAB CORPORATI | $0 | – | -5,330 | -100.0% | -0.06% | – |
| UBSI | Exit | UNITED BANKSHARES INC WEST V | $0 | – | -6,523 | -100.0% | -0.06% | – |
| C | Exit | CITIGROUP INC | $0 | – | -3,275 | -100.0% | -0.06% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -1,320 | -100.0% | -0.07% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -1,680 | -100.0% | -0.07% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC | $0 | – | -2,835 | -100.0% | -0.07% | – |
| IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -3,054 | -100.0% | -0.08% | – |
| FRT | Exit | FEDERAL REALTY INVT TRsh ben int new | $0 | – | -2,405 | -100.0% | -0.08% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -5,945 | -100.0% | -0.09% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -6,591 | -100.0% | -0.09% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -5,549 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-24
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.