EVERMAY WEALTH MANAGEMENT LLC - Q1 2022 holdings

$596 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 540 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 6.7% .

 Value Shares↓ Weighting
MCD  MCDONALDS CORP$1,749,000
-7.8%
7,0730.0%0.29%
-13.6%
DVY  ISHARES TRselect divid etf$686,000
+4.6%
5,3530.0%0.12%
-1.7%
VXF  VANGUARD INDEX FDSextend mkt etf$510,000
-9.4%
3,0780.0%0.09%
-14.9%
MAR  MARRIOTT INTL INC NEWcl a$500,000
+6.4%
2,8430.0%0.08%0.0%
AMGN  AMGEN INC$441,000
+7.6%
1,8220.0%0.07%
+1.4%
CAT  CATERPILLAR INC$431,000
+7.8%
1,9350.0%0.07%
+1.4%
CSX  CSX CORP$378,000
-0.5%
10,1060.0%0.06%
-7.4%
DIA  SPDR DOW JONES INDL AVERAGEut ser 1$342,000
-4.5%
9860.0%0.06%
-10.9%
LOW  LOWES COS INC$314,000
-21.9%
1,5540.0%0.05%
-26.4%
MMP  MAGELLAN MIDSTREAM PRTNRS LP$290,000
+5.5%
5,9120.0%0.05%0.0%
VAW  VANGUARD WORLD FDSmaterials etf$262,000
-1.5%
1,3500.0%0.04%
-8.3%
BX  BLACKSTONE INC$254,000
-1.9%
2,0000.0%0.04%
-6.5%
VERB  VERB TECHNOLOGY CO INC$247,000
-23.5%
260,5610.0%0.04%
-29.3%
VMC  VULCAN MATLS CO$239,000
-11.5%
1,3000.0%0.04%
-16.7%
VRSK  VERISK ANALYTICS INC$231,000
-6.1%
1,0750.0%0.04%
-11.4%
LDOS  LEIDOS HOLDINGS INC$227,000
+21.4%
2,1000.0%0.04%
+15.2%
ZBH  ZIMMER BIOMET HOLDINGS INC$229,000
+0.9%
1,7880.0%0.04%
-7.3%
UBSI  UNITED BANKSHARES INC WEST V$224,000
-3.9%
6,4260.0%0.04%
-9.5%
PPG  PPG INDS INC$218,000
-24.0%
1,6660.0%0.04%
-27.5%
WBA  WALGREENS BOOTS ALLIANCE INC$222,000
-14.0%
4,9500.0%0.04%
-19.6%
TXN  TEXAS INSTRS INC$211,000
-2.8%
1,1510.0%0.04%
-10.3%
SEDG  SOLAREDGE TECHNOLOGIES INC$208,000
+14.9%
6440.0%0.04%
+9.4%
TROW  PRICE T ROWE GROUP INC$200,000
-23.4%
1,3250.0%0.03%
-27.7%
LYB  LYONDELLBASELL INDUSTRIES N$204,000
+11.5%
1,9800.0%0.03%
+3.0%
FULT  FULTON FINL CORP PA$199,000
-2.5%
11,9790.0%0.03%
-8.3%
SCHM  SCHWAB STRATEGIC TRus mid-cap etf$192,000
-5.9%
2,5310.0%0.03%
-11.1%
EGP  EASTGROUP PPTYS INC$184,000
-10.7%
9050.0%0.03%
-16.2%
TSLA  TESLA INC$165,000
+1.9%
1530.0%0.03%
-3.4%
MSI  MOTOROLA SOLUTIONS INC$168,000
-10.6%
6930.0%0.03%
-17.6%
IVW  ISHARES TRs&p 500 grwt etf$155,000
-8.3%
2,0240.0%0.03%
-13.3%
FBHS  FORTUNE BRANDS HOME & SEC IN$158,000
-30.7%
2,1290.0%0.03%
-36.6%
SHW  SHERWIN WILLIAMS CO$150,000
-28.9%
6000.0%0.02%
-34.2%
COO  COOPER COS INC$150,000
-0.7%
3600.0%0.02%
-7.4%
EFA  ISHARES TRmsci eafe etf$141,000
-6.6%
1,9140.0%0.02%
-11.1%
PRU  PRUDENTIAL FINL INC$142,000
+9.2%
1,2000.0%0.02%
+4.3%
AES  AES CORP$136,000
+5.4%
5,3000.0%0.02%0.0%
PLD  PROLOGIS INC.$133,000
-4.3%
8250.0%0.02%
-12.0%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$123,000
-4.7%
2500.0%0.02%
-8.7%
IJT  ISHARES TRs&p sml 600 gwt$123,000
-9.6%
9800.0%0.02%
-12.5%
NFLX  NETFLIX INC$124,000
-37.7%
3300.0%0.02%
-41.7%
CME  CME GROUP INC$121,000
+3.4%
5100.0%0.02%
-4.8%
DFS  DISCOVER FINL SVCS$118,000
-4.8%
1,0750.0%0.02%
-9.1%
LRCX  LAM RESEARCH CORP$115,000
-25.3%
2140.0%0.02%
-32.1%
SYY  SYSCO CORP$114,000
+3.6%
1,4000.0%0.02%
-5.0%
CNQ  CANADIAN NAT RES LTD$112,000
+47.4%
1,8000.0%0.02%
+35.7%
IWP  ISHARES TRrus md cp gr etf$101,000
-12.2%
1,0000.0%0.02%
-19.0%
SCHD  SCHWAB STRATEGIC TRus dividend eq$103,000
-1.9%
1,3050.0%0.02%
-10.5%
CLX  CLOROX CO DEL$103,000
-20.2%
7400.0%0.02%
-26.1%
GOOD  GLADSTONE COMMERCIAL CORP$93,000
-14.7%
4,2150.0%0.02%
-15.8%
IWB  ISHARES TRrus 1000 etf$94,000
-5.1%
3750.0%0.02%
-11.1%
IWC  ISHARES TRmicro-cap etf$94,000
-7.8%
7290.0%0.02%
-11.1%
IVE  ISHARES TRs&p 500 val etf$81,0000.0%5180.0%0.01%0.0%
DON  WISDOMTREE TRus midcap divid$86,0000.0%1,9350.0%0.01%
-6.7%
PSX  PHILLIPS 66$78,000
+20.0%
9000.0%0.01%
+8.3%
PSA  PUBLIC STORAGE$78,000
+4.0%
2000.0%0.01%0.0%
VAC  MARRIOTT VACATIONS WORLDWIDE$71,000
-6.6%
4500.0%0.01%
-14.3%
XLU  SELECT SECTOR SPDR TRsbi int-utils$72,000
+4.3%
9650.0%0.01%0.0%
BGR  BLACKROCK ENERGY & RES TR$67,000
+21.8%
5,8000.0%0.01%
+10.0%
UL  UNILEVER PLCspon adr new$68,000
-15.0%
1,4850.0%0.01%
-21.4%
CB  CHUBB LIMITED$66,000
+10.0%
3080.0%0.01%0.0%
ROBO  EXCHANGE TRADED CONCEPTS TRrobo glb etf$68,000
-16.0%
1,1600.0%0.01%
-21.4%
UTHR  UNITED THERAPEUTICS CORP DEL$67,000
-17.3%
3730.0%0.01%
-21.4%
GL  GLOBE LIFE INC$68,000
+7.9%
6750.0%0.01%0.0%
BIP  BROOKFIELD INFRAST PARTNERSlp int unit$60,000
+9.1%
9110.0%0.01%0.0%
ENR  ENERGIZER HLDGS INC NEW$59,000
-23.4%
1,9280.0%0.01%
-28.6%
AME  AMETEK INC$61,000
-9.0%
4550.0%0.01%
-16.7%
HACK  ETF MANAGERS TRprime cybr scrty$62,000
-4.6%
1,0550.0%0.01%
-16.7%
MET  METLIFE INC$59,000
+13.5%
8380.0%0.01%
+11.1%
SPGI  S&P GLOBAL INC$62,000
-12.7%
1500.0%0.01%
-23.1%
DE  DEERE & CO$62,000
+21.6%
1500.0%0.01%
+11.1%
GLW  CORNING INC$57,000
-1.7%
1,5500.0%0.01%0.0%
ABC  AMERISOURCEBERGEN CORP$54,000
+14.9%
3500.0%0.01%
+12.5%
GPC  GENUINE PARTS CO$47,000
-9.6%
3700.0%0.01%
-11.1%
VGK  VANGUARD INTL EQUITY INDEX Fftse europe etf$50,000
-9.1%
8000.0%0.01%
-20.0%
UI  UBIQUITI INC$46,000
-4.2%
1580.0%0.01%
-11.1%
SPYX  SPDR SER TRspdr s&p 500 etf$47,000
-6.0%
4250.0%0.01%
-11.1%
VPL  VANGUARD INTL EQUITY INDEX Fftse pacific etf$44,000
-6.4%
6000.0%0.01%
-12.5%
NMZ  NUVEEN MUN HIGH INCOME OPPOR$39,000
-13.3%
3,0000.0%0.01%
-12.5%
WPC  WP CAREY INC$44,000
-2.2%
5500.0%0.01%
-12.5%
OKE  ONEOK INC NEW$40,000
+21.2%
5600.0%0.01%
+16.7%
XRAY  DENTSPLY SIRONA INC$39,000
-13.3%
8000.0%0.01%
-12.5%
AMWD  AMERICAN WOODMARK CORPORATIO$39,000
-25.0%
8000.0%0.01%
-22.2%
SCHO  SCHWAB STRATEGIC TRsht tm us tres$41,000
-2.4%
8350.0%0.01%
-12.5%
ATVI  ACTIVISION BLIZZARD INC$41,000
+20.6%
5130.0%0.01%
+16.7%
SRE  SEMPRA$40,000
+29.0%
2360.0%0.01%
+16.7%
SWX  SOUTHWEST GAS HLDGS INC$42,000
+13.5%
5330.0%0.01%0.0%
TSEM  TOWER SEMICONDUCTOR LTD$44,000
+22.2%
9000.0%0.01%
+16.7%
PSTG  PURE STORAGE INCcl a$35,000
+6.1%
1,0000.0%0.01%0.0%
EQCPRD  EQUITY COMWLTH6.5% cnv pfd d$38,000
-7.3%
1,3850.0%0.01%
-14.3%
WSBC  WESBANCO INC$34,000
-2.9%
1,0000.0%0.01%0.0%
AGR  AVANGRID INC$37,000
-7.5%
7920.0%0.01%
-14.3%
MTCH  MATCH GROUP INC NEW$33,000
-17.5%
3050.0%0.01%
-14.3%
ZTS  ZOETIS INCcl a$38,000
-22.4%
2000.0%0.01%
-33.3%
STX  SEAGATE TECHNOLOGY HLDNGS PL$37,000
-21.3%
4160.0%0.01%
-25.0%
BTI  BRITISH AMERN TOB PLCsponsored adr$38,000
+11.8%
9000.0%0.01%0.0%
O  REALTY INCOME CORP$35,000
-2.8%
5000.0%0.01%0.0%
CCI  CROWN CASTLE INTL CORP NEW$31,000
-11.4%
1670.0%0.01%
-16.7%
IHRT  IHEARTMEDIA INC$27,000
-10.0%
1,4060.0%0.01%0.0%
AAXJ  ISHARES TRmsci ac asia etf$28,000
-9.7%
3780.0%0.01%
-16.7%
NVS  NOVARTIS AGsponsored adr$29,0000.0%3330.0%0.01%0.0%
SWKS  SKYWORKS SOLUTIONS INC$27,000
-12.9%
2000.0%0.01%
-16.7%
WEC  WEC ENERGY GROUP INC$28,000
+3.7%
2780.0%0.01%0.0%
IRBO  ISHARES TRrobotics artif$24,000
-17.2%
7000.0%0.00%
-20.0%
IBB  ISHARES TRishares biotech$24,000
-14.3%
1830.0%0.00%
-20.0%
PXD  PIONEER NAT RES CO$21,000
+40.0%
830.0%0.00%
+33.3%
DFAS  DIMENSIONAL ETF TRUSTus small cap etf$26,000
-7.1%
4640.0%0.00%
-20.0%
MKL  MARKEL CORP$22,000
+15.8%
150.0%0.00%
+33.3%
SLV  ISHARES SILVER TRishares$23,000
+4.5%
1,0000.0%0.00%0.0%
BHP  BHP GROUP LTDsponsored ads$23,000
+27.8%
3000.0%0.00%
+33.3%
VOT  VANGUARD INDEX FDSmcap gr idxvip$25,000
-10.7%
1100.0%0.00%
-20.0%
VOE  VANGUARD INDEX FDSmcap vl idxvip$26,0000.0%1760.0%0.00%
-20.0%
PFF  ISHARES TRpfd and incm sec$26,000
-10.3%
7250.0%0.00%
-20.0%
PAWZ  PROSHARES TRpet care etf$16,000
-15.8%
2440.0%0.00%0.0%
OEF  ISHARES TRs&p 100 etf$16,000
-5.9%
770.0%0.00%0.0%
MITK  MITEK SYS INC$17,000
-15.0%
1,1500.0%0.00%
-25.0%
DAL  DELTA AIR LINES INC DEL$20,0000.0%5000.0%0.00%
-25.0%
EOG  EOG RES INC$18,000
+38.5%
1500.0%0.00%
+50.0%
EVRG  EVERGY INC$16,0000.0%2300.0%0.00%0.0%
ALB  ALBEMARLE CORP$19,000
-5.0%
840.0%0.00%
-25.0%
SCHC  SCHWAB STRATEGIC TRintl sceqt etf$15,000
-6.2%
3900.0%0.00%0.0%
ADM  ARCHER DANIELS MIDLAND CO$16,000
+33.3%
1800.0%0.00%
+50.0%
ARWR  ARROWHEAD PHARMACEUTICALS IN$15,000
-31.8%
3310.0%0.00%
-25.0%
ARKK  ARK ETF TRinnovation etf$17,000
-32.0%
2610.0%0.00%
-25.0%
SWK  STANLEY BLACK & DECKER INC$18,000
-25.0%
1260.0%0.00%
-25.0%
ARKQ  ARK ETF TRautnmus technlgy$15,000
-11.8%
2190.0%0.00%0.0%
IYH  ISHARES TRus hlthcare etf$19,000
-5.0%
660.0%0.00%
-25.0%
OSTK  OVERSTOCK COM INC DEL$9,000
-25.0%
2070.0%0.00%0.0%
GSK  GLAXOSMITHKLINE PLCsponsored adr$11,0000.0%2480.0%0.00%0.0%
ADI  ANALOG DEVICES INC$11,000
-8.3%
690.0%0.00%0.0%
OGS  ONE GAS INC$12,000
+9.1%
1400.0%0.00%0.0%
TYG  TORTOISE ENERGY INFRA CORP$13,000
+30.0%
3750.0%0.00%0.0%
ORLY  OREILLY AUTOMOTIVE INC$11,0000.0%160.0%0.00%0.0%
KYN  KAYNE ANDERSON ENERGY INFRST$12,000
+20.0%
1,2660.0%0.00%0.0%
EEMX  SPDR INDEX SHS FDSmsci emr mkt etf$10,000
-9.1%
1500.0%0.00%0.0%
NVO  NOVO-NORDISK A Sadr$14,0000.0%1250.0%0.00%
-33.3%
SIRI  SIRIUS XM HOLDINGS INC$11,000
+10.0%
1,6000.0%0.00%0.0%
WM  WASTE MGMT INC DEL$13,0000.0%800.0%0.00%0.0%
TMUS  T-MOBILE US INC$13,000
+8.3%
1020.0%0.00%0.0%
IHAK  ISHARES TRcybersecurity$13,0000.0%3000.0%0.00%0.0%
UBER  UBER TECHNOLOGIES INC$14,000
-17.6%
4000.0%0.00%
-33.3%
PHYS  SPROTT PHYSICAL GOLD TRunit$9,000
+12.5%
5850.0%0.00%
+100.0%
CHTR  CHARTER COMMUNICATIONS INC Ncl a$11,000
-15.4%
200.0%0.00%0.0%
CHRW  C H ROBINSON WORLDWIDE INC$13,0000.0%1250.0%0.00%0.0%
CGC  CANOPY GROWTH CORP$12,000
-7.7%
1,5250.0%0.00%0.0%
ROKU  ROKU INC$13,000
-43.5%
1000.0%0.00%
-50.0%
FLO  FLOWERS FOODS INC$12,0000.0%4500.0%0.00%0.0%
STZ  CONSTELLATION BRANDS INCcl a$14,000
-6.7%
600.0%0.00%
-33.3%
NEOG  NEOGEN CORP$9,000
-35.7%
3000.0%0.00%
-33.3%
ED  CONSOLIDATED EDISON INC$9,0000.0%1000.0%0.00%0.0%
GILD  GILEAD SCIENCES INC$9,000
-18.2%
1500.0%0.00%0.0%
TEL  TE CONNECTIVITY LTD$13,000
-18.8%
1000.0%0.00%
-33.3%
PAYX  PAYCHEX INC$11,0000.0%800.0%0.00%0.0%
SWBI  SMITH & WESSON BRANDS INC$6,000
-14.3%
4000.0%0.00%0.0%
SRVR  PACER FDS TRbnchmrk infra$6,000
-14.3%
1650.0%0.00%0.0%
QSR  RESTAURANT BRANDS INTL INC$4,0000.0%650.0%0.00%0.0%
PTMC  PACER FDS TRtrendp us mid cp$4,0000.0%1040.0%0.00%0.0%
ABB  ABB LTDsponsored adr$4,000
-20.0%
1200.0%0.00%0.0%
NEM  NEWMONT CORP$8,000
+33.3%
980.0%0.00%0.0%
EFAX  SPDR INDEX SHS FDSmsci eafe fs etf$5,0000.0%600.0%0.00%0.0%
MKC  MCCORMICK & CO INC$8,0000.0%780.0%0.00%0.0%
SRPT  SAREPTA THERAPEUTICS INC$5,0000.0%600.0%0.00%0.0%
MP  MP MATERIALS CORP$3,000
+50.0%
500.0%0.00%
LTHM  LIVENT CORP$7,000
+16.7%
2640.0%0.00%0.0%
LSI  LIFE STORAGE INC$8,000
-11.1%
580.0%0.00%
-50.0%
EL  LAUDER ESTEE COS INCcl a$8,000
-27.3%
300.0%0.00%
-50.0%
JIG  J P MORGAN EXCHANGE-TRADED Finternl gwt$3,000
-25.0%
480.0%0.00%0.0%
NOW  SERVICENOW INC$8,000
-11.1%
140.0%0.00%
-50.0%
SNOW  SNOWFLAKE INCcl a$3,000
-40.0%
150.0%0.00%0.0%
CEF  SPROTT PHYSICAL GOLD & SILVEtr unit$8,000
+14.3%
4000.0%0.00%0.0%
ITB  ISHARES TRus home cons etf$3,000
-40.0%
580.0%0.00%0.0%
RGR  STURM RUGER & CO INC$3,0000.0%500.0%0.00%0.0%
IJK  ISHARES TRs&p mc 400gr etf$5,0000.0%600.0%0.00%0.0%
DBC  INVESCO DB COMMDY INDX TRCKunit$5,000
+25.0%
1740.0%0.00%0.0%
INFN  INFINERA CORP$3,0000.0%3250.0%0.00%0.0%
DRIV  GLOBAL X FDSautonmous ev etf$4,000
-20.0%
1600.0%0.00%0.0%
UPST  UPSTART HLDGS INC$8,000
-27.3%
750.0%0.00%
-50.0%
F  FORD MTR CO DEL$5,000
-16.7%
3000.0%0.00%0.0%
DFAT  DIMENSIONAL ETF TRUSTus targeted vlu$8,0000.0%1700.0%0.00%0.0%
BIPC  BROOKFIELD INFRASTRUCTURE CO$7,000
+16.7%
940.0%0.00%0.0%
WRE  WASHINGTON REAL ESTATE INVTsh ben int$5,0000.0%2000.0%0.00%0.0%
BIDU  BAIDU INCspon adr rep a$4,0000.0%300.0%0.00%0.0%
WY  WEYERHAEUSER CO MTN BE$6,000
-14.3%
1600.0%0.00%0.0%
ARCC  ARES CAPITAL CORP$4,0000.0%1950.0%0.00%0.0%
ZTO  ZTO EXPRESS CAYMAN INCsponsored ads a$6,000
-14.3%
2500.0%0.00%0.0%
AMRS  AMYRIS INC$7,000
-22.2%
1,6000.0%0.00%
-50.0%
ALC  ALCON AG$3,0000.0%400.0%0.00%0.0%
NXPI  NXP SEMICONDUCTORS N V$5,000
-16.7%
250.0%0.00%0.0%
PLUG  PLUG POWER INC$7,0000.0%2380.0%0.00%0.0%
HRTX  HERON THERAPEUTICS INC$1,0000.0%1000.0%0.00%
CHWY  CHEWY INCcl a$2,000
-33.3%
500.0%0.00%
-100.0%
TWOU  2U INC$040.0%0.00%
FUN  CEDAR FAIR L Pdepositry unit$1,0000.0%120.0%0.00%
IGC  INDIA GLOBALIZATION CAP INC$0300.0%0.00%
LOTZ  CARLOTZ INC$1,0000.0%3850.0%0.00%
TLRY  TILRAY BRANDS INC$080.0%0.00%
VSTM  VERASTEM INC$0750.0%0.00%
TNDM  TANDEM DIABETES CARE INC$1,0000.0%90.0%0.00%
RUN  SUNRUN INC$1,0000.0%400.0%0.00%
BHF  BRIGHTHOUSE FINL INC$090.0%0.00%
NOV  NOV INC$080.0%0.00%
NOK  NOKIA CORPsponsored adr$0500.0%0.00%
OGEN  ORAGENICS INC$01200.0%0.00%
MAXN  MAXEON SOLAR TECHNOLOGIES LT$030.0%0.00%
EXC  EXELON CORP$0
-100.0%
90.0%0.00%
DISH  DISH NETWORK CORPORATIONcl a$030.0%0.00%
 DIGITAL WORLD ACQUISITION CO$1,0000.0%230.0%0.00%
DXC  DXC TECHNOLOGY CO$080.0%0.00%
DAPP  VANECK ETF TRUSTdigi transfrm$1,0000.0%600.0%0.00%
UNIT  UNITI GROUP INC$1,0000.0%710.0%0.00%
VEEV  VEEVA SYS INC$1,0000.0%50.0%0.00%
SPWR  SUNPOWER CORP$1,0000.0%280.0%0.00%
COMT  ISHARES U S ETF TRgsci cmdty stgy$2,000
+100.0%
480.0%0.00%
XT  ISHARES TRexponential tech$2,0000.0%260.0%0.00%
ACB  AURORA CANNABIS INC$030.0%0.00%
XLRE  SELECT SECTOR SPDR TRrl est sel sec$1,0000.0%200.0%0.00%
XLY  SELECT SECTOR SPDR TRsbi cons discr$2,0000.0%100.0%0.00%
KTOS  KRATOS DEFENSE & SEC SOLUTIO$2,0000.0%1000.0%0.00%
DNOW  NOW INC$020.0%0.00%
AOUT  AMERICAN OUTDOOR BRANDS INC$1,000
-50.0%
1000.0%0.00%
LAZR  LUMINAR TECHNOLOGIES INC$2,0000.0%1000.0%0.00%
 GRAB HOLDINGS LIMITEDclass a ord$1,0000.0%1500.0%0.00%
REYN  REYNOLDS CONSUMER PRODS INC$1,0000.0%350.0%0.00%
ARKG  ARK ETF TRgenomic rev etf$1,0000.0%150.0%0.00%
MU  MICRON TECHNOLOGY INC$040.0%0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR40Q3 202322.2%
SPDR S&P 500 ETF TR40Q3 202329.5%
PIMCO ETF TR40Q3 20235.7%
ISHARES TR40Q3 20234.3%
ISHARES TR40Q3 20234.0%
ISHARES TR40Q3 20235.7%
AMAZON COM INC40Q3 20232.4%
EXXON MOBIL CORP40Q3 20232.3%
DANAHER CORPORATION40Q3 20231.8%
JPMORGAN CHASE & CO40Q3 20230.9%

View EVERMAY WEALTH MANAGEMENT LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-12
13F-HR2023-11-14
13F-HR2023-08-10
13F-HR2023-05-15
13F-HR2023-01-19
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR/A2021-11-12

View EVERMAY WEALTH MANAGEMENT LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported number of holdings is incorrect (540 != 542)

Export EVERMAY WEALTH MANAGEMENT LLC's holdings