$407 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 157 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 8.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $86,734,000 | +7.8% | 1,075,701 | -0.9% | 21.30% | +0.6% |
| VOO | Buy | VANGUARD INDEX FDS | $55,099,000 | +9.6% | 179,097 | +1.0% | 13.53% | +2.3% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $34,538,000 | +1.3% | 679,957 | +1.2% | 8.48% | -5.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $28,013,000 | +7.5% | 83,649 | -1.0% | 6.88% | +0.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $21,410,000 | -0.5% | 115,539 | -4.5% | 5.26% | -7.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $15,918,000 | +9.1% | 47,367 | +0.6% | 3.91% | +1.8% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $12,908,000 | +4.2% | 126,599 | +3.9% | 3.17% | -2.7% |
| AAPL | Buy | APPLE INC | $12,265,000 | +19.3% | 105,905 | +275.7% | 3.01% | +11.3% |
| AMZN | Sell | AMAZON COM INC | $9,651,000 | +10.5% | 3,065 | -3.2% | 2.37% | +3.1% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $7,521,000 | +5.9% | 42,672 | -1.5% | 1.85% | -1.1% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $6,409,000 | +19.5% | 190,344 | +6.1% | 1.57% | +11.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $6,211,000 | -1.6% | 88,440 | -4.3% | 1.52% | -8.2% |
| DHR | Sell | DANAHER CORPORATION | $3,890,000 | +15.9% | 18,065 | -4.8% | 0.96% | +8.2% |
| CXSE | Buy | WISDOMTREE TRchinadiv ex fi | $3,587,000 | +18.2% | 31,920 | +1.0% | 0.88% | +10.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $3,495,000 | +1.8% | 2,385 | -1.4% | 0.86% | -5.0% |
| MSFT | Sell | MICROSOFT CORP | $3,429,000 | -2.6% | 16,301 | -5.8% | 0.84% | -9.1% |
| HD | Sell | HOME DEPOT INC | $2,684,000 | +6.2% | 9,664 | -4.2% | 0.66% | -0.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,589,000 | +2.4% | 26,896 | +0.1% | 0.64% | -4.4% |
| V | Sell | VISA INC | $2,557,000 | +1.3% | 12,785 | -2.2% | 0.63% | -5.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,382,000 | -3.8% | 15,905 | -8.1% | 0.58% | -10.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,174,000 | +18.7% | 10,209 | -0.4% | 0.53% | +10.8% |
| PFE | Buy | PFIZER INC | $2,148,000 | +15.4% | 58,517 | +2.8% | 0.53% | +7.8% |
| NEE | Sell | NEXTERA ENERGY INC | $2,040,000 | +14.8% | 7,348 | -0.7% | 0.50% | +7.1% |
| MKCV | MCCORMICK & CO INC | $2,012,000 | +9.9% | 10,302 | 0.0% | 0.49% | +2.5% | |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,973,000 | +21.3% | 9,219 | -0.5% | 0.48% | +13.3% |
| PEP | Buy | PEPSICO INC | $1,937,000 | +6.0% | 13,978 | +1.1% | 0.48% | -1.0% |
| FB | Sell | FACEBOOK INCcl a | $1,860,000 | +13.3% | 7,103 | -1.7% | 0.46% | +5.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,825,000 | +7.7% | 12,258 | +1.7% | 0.45% | +0.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,756,000 | +11.1% | 29,510 | +3.0% | 0.43% | +3.6% |
| MRK | Sell | MERCK & CO. INC | $1,691,000 | +6.7% | 20,380 | -0.6% | 0.42% | -0.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,671,000 | +43.3% | 18,867 | +29.3% | 0.41% | +33.6% |
| INTC | Sell | INTEL CORP | $1,629,000 | -14.0% | 31,464 | -0.7% | 0.40% | -19.8% |
| MCD | Buy | MCDONALDS CORP | $1,532,000 | +25.6% | 6,979 | +5.5% | 0.38% | +17.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,450,000 | +15.4% | 10,433 | -0.7% | 0.36% | +7.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,368,000 | +5.2% | 4,389 | -0.5% | 0.34% | -1.8% |
| LH | LABORATORY CORP AMER HLDGS | $1,206,000 | +13.3% | 6,408 | 0.0% | 0.30% | +5.7% | |
| AXP | Buy | AMERICAN EXPRESS CO | $1,086,000 | +33.3% | 10,836 | +26.6% | 0.27% | +24.8% |
| MMM | Buy | 3M CO | $1,075,000 | +3.3% | 6,709 | +0.5% | 0.26% | -3.6% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $1,064,000 | +8.8% | 13,360 | +0.4% | 0.26% | +1.6% |
| CSCO | Buy | CISCO SYS INC | $1,052,000 | -9.5% | 26,706 | +7.1% | 0.26% | -15.7% |
| DIS | Sell | DISNEY WALT CO | $1,022,000 | +10.7% | 8,238 | -0.5% | 0.25% | +3.3% |
| D | Sell | DOMINION ENERGY INC | $995,000 | -38.4% | 12,604 | -36.6% | 0.24% | -42.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $948,000 | -3.5% | 15,727 | -5.8% | 0.23% | -9.7% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $921,000 | +7.6% | 35,577 | +2.3% | 0.23% | +0.4% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $907,000 | +14.2% | 19,602 | -3.8% | 0.22% | +6.7% |
| UNP | UNION PAC CORP | $872,000 | +16.4% | 4,430 | 0.0% | 0.21% | +8.6% | |
| TREX | Buy | TREX CO INC | $869,000 | +17.9% | 12,134 | +114.1% | 0.21% | +9.8% |
| COST | Sell | COSTCO WHSL CORP NEW | $861,000 | +15.9% | 2,425 | -1.0% | 0.21% | +7.7% |
| TGT | Buy | TARGET CORP | $851,000 | +33.8% | 5,406 | +1.9% | 0.21% | +25.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $839,000 | +49.6% | 5,038 | -0.2% | 0.21% | +39.2% |
| ETN | Sell | EATON CORP PLC | $836,000 | +11.8% | 8,195 | -4.1% | 0.20% | +4.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $822,000 | +3.3% | 559 | -0.7% | 0.20% | -3.3% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $815,000 | -11.0% | 11,927 | -15.0% | 0.20% | -17.0% |
| SASR | SANDY SPRING BANCORP INC | $801,000 | -6.9% | 34,718 | 0.0% | 0.20% | -12.8% | |
| ABBV | Buy | ABBVIE INC | $799,000 | -9.8% | 9,122 | +1.1% | 0.20% | -15.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $792,000 | +7.5% | 4,652 | -1.2% | 0.20% | +0.5% |
| NOC | NORTHROP GRUMMAN CORP | $778,000 | +2.6% | 2,466 | 0.0% | 0.19% | -4.0% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $757,000 | +11.3% | 6,221 | +10.6% | 0.19% | +3.9% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $735,000 | +10.4% | 1,499 | -2.0% | 0.18% | +3.4% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $732,000 | -15.1% | 17,907 | -19.5% | 0.18% | -20.7% |
| XOM | Sell | EXXON MOBIL CORP | $731,000 | -23.9% | 21,285 | -0.9% | 0.18% | -28.9% |
| DHI | Sell | D R HORTON INC | $722,000 | +32.2% | 9,542 | -3.0% | 0.18% | +22.9% |
| WMT | WALMART INC | $703,000 | +16.8% | 5,023 | 0.0% | 0.17% | +9.5% | |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $694,000 | +20.7% | 8,355 | +20.7% | 0.17% | +12.6% |
| APD | AIR PRODS & CHEMS INC | $687,000 | +23.3% | 2,306 | 0.0% | 0.17% | +15.0% | |
| ACN | ACCENTURE PLC IRELAND | $682,000 | +5.2% | 3,020 | 0.0% | 0.17% | -1.8% | |
| DVY | Sell | ISHARES TRselect divid etf | $668,000 | -3.6% | 8,192 | -4.6% | 0.16% | -9.9% |
| MDT | Buy | MEDTRONIC PLC | $650,000 | +30.3% | 6,253 | +15.0% | 0.16% | +22.1% |
| KO | Buy | COCA COLA CO | $650,000 | +18.0% | 13,158 | +6.6% | 0.16% | +10.3% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $611,000 | +1.0% | 1,547 | -0.6% | 0.15% | -5.7% |
| FISV | Sell | FISERV INC | $604,000 | +5.4% | 5,859 | -0.2% | 0.15% | -2.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $564,000 | -21.2% | 45,772 | -3.0% | 0.14% | -26.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $560,000 | -21.5% | 9,726 | -16.0% | 0.14% | -26.6% |
| AMGN | Sell | AMGEN INC | $555,000 | +3.0% | 2,185 | -4.4% | 0.14% | -4.2% |
| LLY | LILLY ELI & CO | $532,000 | -9.8% | 3,596 | 0.0% | 0.13% | -15.5% | |
| SYK | Sell | STRYKER CORPORATION | $523,000 | +7.8% | 2,512 | -6.7% | 0.13% | 0.0% |
| HON | Buy | HONEYWELL INTL INC | $516,000 | +15.2% | 3,136 | +1.3% | 0.13% | +7.6% |
| T | Buy | AT&T INC | $489,000 | -3.6% | 17,144 | +2.3% | 0.12% | -9.8% |
| VLO | Sell | VALERO ENERGY CORP | $482,000 | -32.0% | 11,125 | -7.7% | 0.12% | -36.9% |
| TMO | THERMO FISHER SCIENTIFIC INC | $481,000 | +21.8% | 1,089 | 0.0% | 0.12% | +13.5% | |
| IWD | ISHARES TRrus 1000 val etf | $469,000 | +4.9% | 3,972 | 0.0% | 0.12% | -2.5% | |
| MDLZ | MONDELEZ INTL INCcl a | $464,000 | +12.3% | 8,071 | 0.0% | 0.11% | +4.6% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $461,000 | +1.5% | 10,661 | -6.9% | 0.11% | -5.0% |
| CMI | Sell | CUMMINS INC | $456,000 | +14.0% | 2,160 | -6.5% | 0.11% | +6.7% |
| FDX | FEDEX CORP | $451,000 | +79.0% | 1,795 | 0.0% | 0.11% | +68.2% | |
| TRV | TRAVELERS COMPANIES INC | $447,000 | -5.1% | 4,132 | 0.0% | 0.11% | -11.3% | |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $443,000 | -1.6% | 3,418 | -10.1% | 0.11% | -7.6% |
| CAT | CATERPILLAR INC DEL | $441,000 | +17.9% | 2,955 | 0.0% | 0.11% | +10.2% | |
| CLX | CLOROX CO DEL | $437,000 | -4.2% | 2,080 | 0.0% | 0.11% | -10.8% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $423,000 | -5.4% | 3,034 | +1.2% | 0.10% | -11.9% |
| AVGO | Buy | BROADCOM INC | $423,000 | +18.8% | 1,160 | +2.7% | 0.10% | +10.6% |
| ABT | Buy | ABBOTT LABS | $422,000 | +20.9% | 3,878 | +1.7% | 0.10% | +13.0% |
| ANTM | Sell | ANTHEM INC | $420,000 | -3.9% | 1,563 | -6.0% | 0.10% | -10.4% |
| ZTS | ZOETIS INCcl a | $420,000 | +20.7% | 2,540 | 0.0% | 0.10% | +12.0% | |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $414,000 | +11.3% | 2,855 | -1.2% | 0.10% | +4.1% |
| MA | MASTERCARD INCORPORATEDcl a | $413,000 | +14.4% | 1,222 | 0.0% | 0.10% | +6.3% | |
| GIS | Sell | GENERAL MLS INC | $411,000 | -1.0% | 6,664 | -1.0% | 0.10% | -7.3% |
| BAC | Sell | BK OF AMERICA CORP | $395,000 | -1.5% | 16,390 | -2.9% | 0.10% | -8.5% |
| FTV | Sell | FORTIVE CORP | $390,000 | +8.9% | 5,114 | -3.3% | 0.10% | +2.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $391,000 | +15.0% | 1,803 | +1.8% | 0.10% | +7.9% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $385,000 | -1.8% | 2,264 | -1.9% | 0.10% | -7.8% |
| TJX | TJX COS INC NEW | $373,000 | +10.0% | 6,710 | 0.0% | 0.09% | +3.4% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $361,000 | +7.4% | 4,361 | +7.4% | 0.09% | +1.1% |
| BLL | BALL CORP | $354,000 | +19.6% | 4,259 | 0.0% | 0.09% | +11.5% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $349,000 | +7.1% | 4,955 | 0.0% | 0.09% | 0.0% | |
| AMAT | APPLIED MATLS INC | $345,000 | -1.7% | 5,809 | 0.0% | 0.08% | -7.6% | |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $346,000 | +29.6% | 2,541 | +13.4% | 0.08% | +21.4% |
| CRM | SALESFORCE COM INC | $342,000 | +34.1% | 1,360 | 0.0% | 0.08% | +25.4% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $341,000 | +3.3% | 3,083 | 0.0% | 0.08% | -3.4% | |
| FIS | FIDELITY NATL INFORMATION SV | $334,000 | +9.9% | 2,266 | 0.0% | 0.08% | +2.5% | |
| TFC | Buy | TRUIST FINL CORP | $328,000 | +5.1% | 8,608 | +3.6% | 0.08% | -1.2% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $324,000 | +0.6% | 2,827 | +0.0% | 0.08% | -5.9% |
| IGSB | ISHARES TR | $318,000 | +0.3% | 5,790 | 0.0% | 0.08% | -6.0% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $318,000 | +5.3% | 2,068 | -0.2% | 0.08% | -1.3% |
| GE | Sell | GENERAL ELECTRIC CO | $314,000 | -16.5% | 50,465 | -8.2% | 0.08% | -22.2% |
| CVX | Sell | CHEVRON CORP NEW | $312,000 | -22.0% | 4,338 | -3.3% | 0.08% | -26.7% |
| YUM | Buy | YUM BRANDS INC | $311,000 | +16.0% | 3,402 | +10.3% | 0.08% | +7.0% |
| NKE | Buy | NIKE INCcl b | $311,000 | +32.9% | 2,479 | +3.9% | 0.08% | +22.6% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $310,000 | -20.5% | 19,645 | -8.4% | 0.08% | -26.2% |
| EMR | Buy | EMERSON ELEC CO | $308,000 | +10.4% | 4,695 | +4.4% | 0.08% | +4.1% |
| URI | UNITED RENTALS INC | $293,000 | +17.2% | 1,680 | 0.0% | 0.07% | +9.1% | |
| CSX | Sell | CSX CORP | $295,000 | +9.3% | 3,797 | -1.9% | 0.07% | +1.4% |
| DLTR | DOLLAR TREE INC | $293,000 | -1.3% | 3,205 | 0.0% | 0.07% | -7.7% | |
| MS | MORGAN STANLEY | $281,000 | +0.4% | 5,806 | 0.0% | 0.07% | -6.8% | |
| PYPL | Buy | PAYPAL HLDGS INC | $282,000 | +14.2% | 1,432 | +1.2% | 0.07% | +6.2% |
| ECL | ECOLAB INC | $280,000 | +0.4% | 1,400 | 0.0% | 0.07% | -5.5% | |
| LOW | LOWES COS INC | $271,000 | +22.6% | 1,635 | 0.0% | 0.07% | +15.5% | |
| ORCL | Buy | ORACLE CORP | $271,000 | +21.5% | 4,545 | +12.6% | 0.07% | +13.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $263,000 | +4.4% | 3,502 | -2.8% | 0.06% | -1.5% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $264,000 | -7.7% | 2,571 | -5.3% | 0.06% | -13.3% |
| SBUX | STARBUCKS CORP | $261,000 | +17.0% | 3,037 | 0.0% | 0.06% | +8.5% | |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $261,000 | +13.5% | 5,060 | +13.5% | 0.06% | +4.9% |
| IWR | ISHARES TRrus mid cap etf | $261,000 | +7.0% | 4,544 | 0.0% | 0.06% | 0.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $258,000 | +7.9% | 2,790 | 0.0% | 0.06% | 0.0% | |
| KMB | KIMBERLY CLARK CORP | $258,000 | +4.5% | 1,750 | 0.0% | 0.06% | -3.1% | |
| PNC | PNC FINL SVCS GROUP INC | $253,000 | +4.5% | 2,301 | 0.0% | 0.06% | -3.1% | |
| RPM | RPM INTL INC | $249,000 | +10.7% | 3,000 | 0.0% | 0.06% | +3.4% | |
| MO | Sell | ALTRIA GROUP INC | $250,000 | -2.3% | 6,470 | -0.6% | 0.06% | -9.0% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $250,000 | +21.4% | 900 | +12.5% | 0.06% | +13.0% |
| AMP | New | AMERIPRISE FINL INC | $246,000 | – | 1,594 | +100.0% | 0.06% | – |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $245,000 | -20.7% | 7,164 | 0.0% | 0.06% | -25.9% | |
| MKL | MARKEL CORP | $239,000 | +5.8% | 245 | 0.0% | 0.06% | 0.0% | |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $237,000 | +1.7% | 1,888 | -2.7% | 0.06% | -4.9% |
| USB | US BANCORP DEL | $237,000 | -2.9% | 6,617 | 0.0% | 0.06% | -9.4% | |
| FBHS | New | FORTUNE BRANDS HOME & SEC IN | $236,000 | – | 2,729 | +100.0% | 0.06% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $229,000 | – | 2,824 | +100.0% | 0.06% | – |
| NVO | NOVO-NORDISK A Sadr | $225,000 | +6.1% | 3,235 | 0.0% | 0.06% | -1.8% | |
| GM | New | GENERAL MTRS CO | $221,000 | – | 7,457 | +100.0% | 0.05% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $214,000 | – | 1,860 | +100.0% | 0.05% | – |
| AMT | AMERICAN TOWER CORP NEW | $216,000 | -6.5% | 893 | 0.0% | 0.05% | -13.1% | |
| BA | Buy | BOEING CO | $211,000 | -6.2% | 1,276 | +4.1% | 0.05% | -11.9% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $206,000 | +2.0% | 935 | -1.6% | 0.05% | -3.8% |
| QDF | New | FLEXSHARES TRqualt divd idx | $207,000 | – | 4,638 | +100.0% | 0.05% | – |
| LMT | New | LOCKHEED MARTIN CORP | $209,000 | – | 544 | +100.0% | 0.05% | – |
| PPG | New | PPG INDS INC | $203,000 | – | 1,666 | +100.0% | 0.05% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $200,000 | – | 679 | +100.0% | 0.05% | – |
| FULT | FULTON FINL CORP PA | $112,000 | -11.1% | 11,979 | 0.0% | 0.03% | -15.2% | |
| FRT | Exit | FEDERAL REALTY INVT TRsh ben int new | $0 | – | -2,405 | -100.0% | -0.05% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -4,950 | -100.0% | -0.06% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,385 | -100.0% | -0.06% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -4,277 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-05
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.