EVERMAY WEALTH MANAGEMENT LLC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$812.5M
Holdings
573
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (573 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EPDENTERPRISE PRODS PARTNERS L | 24,614 | $763K | 0.09% | |
| 102 | CMGCHIPOTLE MEXICAN GRILL INC | 13,555 | $761K | 0.09% | |
| 103 | IBMINTERNATIONAL BUSINESS MACHS | 2,489 | $733K | 0.09% | |
| 104 | WFCWELLS FARGO CO NEW | 9,065 | $726K | 0.09% | |
| 105 | CRMSALESFORCE INC | 2,607 | $711K | 0.09% | |
| 106 | SCHRSCHWAB STRATEGIC TR | 28,217 | $706K | 0.09% | |
| 107 | SCHMSCHWAB STRATEGIC TR | 24,918 | $698K | 0.09% | |
| 108 | UNHUNITEDHEALTH GROUP INC | 2,229 | $695K | 0.09% | |
| 109 | URIUNITED RENTALS INC | 920 | $693K | 0.09% | |
| 110 | VBRVANGUARD INDEX FDS | 3,530 | $689K | 0.08% | |
| 111 | CVXCHEVRON CORP NEW | 4,625 | $662K | 0.08% | |
| 112 | DHID R HORTON INC | 5,073 | $654K | 0.08% | |
| 113 | APDAIR PRODS & CHEMS INC | 2,290 | $645K | 0.08% | |
| 114 | AQLTISHARES TR | 4,788 | $635K | 0.08% | |
| 115 | ACNACCENTURE PLC IRELAND | 2,126 | $635K | 0.08% | |
| 116 | ROPROPER TECHNOLOGIES INC | 1,121 | $635K | 0.08% | |
| 117 | ROKROCKWELL AUTOMATION INC | 1,797 | $596K | 0.07% | |
| 118 | HONHONEYWELL INTL INC | 2,556 | $595K | 0.07% | |
| 119 | WMTWALMART INC | 5,775 | $564K | 0.07% | |
| 120 | AMATAPPLIED MATLS INC | 2,984 | $546K | 0.07% | |
| 121 | KNSLKINSALE CAP GROUP INC | 1,124 | $543K | 0.07% | |
| 122 | SCHASCHWAB STRATEGIC TR | 21,012 | $531K | 0.07% | |
| 123 | VXFVANGUARD INDEX FDS | 2,726 | $525K | 0.06% | |
| 124 | ADBEADOBE INC | 1,308 | $506K | 0.06% | |
| 125 | KOCOCA COLA CO | 7,054 | $501K | 0.06% | |
| 126 | USMVISHARES TR | 5,334 | $500K | 0.06% | |
| 127 | LMTLOCKHEED MARTIN CORP | 1,060 | $490K | 0.06% | |
| 128 | CBCHUBB LIMITED | 1,684 | $488K | 0.06% | |
| 129 | ELVELEVANCE HEALTH INC | 1,237 | $481K | 0.06% | |
| 130 | ABTABBOTT LABS | 3,498 | $475K | 0.06% | |
| 131 | SCHESCHWAB STRATEGIC TR | 15,370 | $463K | 0.06% | |
| 132 | CMCSACOMCAST CORP NEW | 12,909 | $460K | 0.06% | |
| 133 | TRVTRAVELERS COMPANIES INC | 1,710 | $457K | 0.06% | |
| 134 | SCHWSCHWAB CHARLES CORP | 4,918 | $448K | 0.06% | |
| 135 | IWNISHARES TR | 2,836 | $447K | 0.06% | |
| 136 | PHPARKER-HANNIFIN CORP | 637 | $444K | 0.05% | |
| 137 | UNPUNION PAC CORP | 1,915 | $440K | 0.05% | |
| 138 | VMCVULCAN MATLS CO | 1,690 | $440K | 0.05% | |
| 139 | DGROISHARES TR | 6,795 | $434K | 0.05% | |
| 140 | BACBANK AMERICA CORP | 9,181 | $434K | 0.05% | |
| 141 | AUBATLANTIC UN BANKSHARES CORP | 13,601 | $425K | 0.05% | |
| 142 | ISRGINTUITIVE SURGICAL INC | 731 | $397K | 0.05% | |
| 143 | TREXTREX CO INC | 6,927 | $376K | 0.05% | |
| 144 | TMUST-MOBILE US INC | 1,571 | $374K | 0.05% | |
| 145 | FASTFASTENAL CO | 8,684 | $364K | 0.04% | |
| 146 | BLKBLACKROCK INC | 341 | $357K | 0.04% | |
| 147 | MDLZMONDELEZ INTL INC | 5,270 | $357K | 0.04% | |
| 148 | LRCXLAM RESEARCH CORP | 3,632 | $353K | 0.04% | |
| 149 | DDOMINION ENERGY INC | 6,238 | $352K | 0.04% | |
| 150 | GDGENERAL DYNAMICS CORP | 1,199 | $349K | 0.04% | |
| 151 | IWRISHARES TR | 3,784 | $348K | 0.04% | |
| 152 | BXBLACKSTONE INC | 2,314 | $346K | 0.04% | |
| 153 | ECLECOLAB INC | 1,275 | $344K | 0.04% | |
| 154 | PSEPINNOVATOR ETFS TRUST | 8,375 | $342K | 0.04% | |
| 155 | PGRPROGRESSIVE CORP | 1,279 | $341K | 0.04% | |
| 156 | IVEISHARES TR | 1,740 | $340K | 0.04% | |
| 157 | CLCOLGATE PALMOLIVE CO | 3,736 | $339K | 0.04% | |
| 158 | DONSPDR DOW JONES INDL AVERAGE | 761 | $335K | 0.04% | |
| 159 | BMYBRISTOL-MYERS SQUIBB CO | 7,128 | $329K | 0.04% | |
| 160 | EMREMERSON ELEC CO | 2,437 | $324K | 0.04% | |
| 161 | AMTAMERICAN TOWER CORP NEW | 1,399 | $311K | 0.04% | |
| 162 | MLB1MERCADOLIBRE INC | 118 | $308K | 0.04% | |
| 163 | SCHGSCHWAB STRATEGIC TR | 10,512 | $307K | 0.04% | |
| 164 | CSMPROSHARES TR | 4,342 | $306K | 0.04% | |
| 165 | LOWLOWES COS INC | 1,375 | $305K | 0.04% | |
| 166 | PFEPFIZER INC | 12,211 | $296K | 0.04% | |
| 167 | MSIMOTOROLA SOLUTIONS INC | 693 | $292K | 0.04% | |
| 168 | CSXCSX CORP | 8,929 | $291K | 0.04% | |
| 169 | ANETARISTA NETWORKS INC | 2,848 | $291K | 0.04% | |
| 170 | NDQINVESCO QQQ TR | 526 | $290K | 0.04% | |
| 171 | VRSKVERISK ANALYTICS INC | 930 | $289K | 0.04% | |
| 172 | CBRECBRE GROUP INC | 2,017 | $282K | 0.03% | |
| 173 | DGXQUEST DIAGNOSTICS INC | 1,499 | $269K | 0.03% | |
| 174 | GEVGE VERNOVA INC | 500 | $264K | 0.03% | |
| 175 | ESGVVANGUARD WORLD FD | 2,415 | $264K | 0.03% | |
| 176 | VAWVANGUARD WORLD FD | 1,350 | $263K | 0.03% | |
| 177 | TMOTHERMO FISHER SCIENTIFIC INC | 645 | $261K | 0.03% | |
| 178 | DISDISNEY WALT CO | 2,077 | $257K | 0.03% | |
| 179 | JJACOBS SOLUTIONS INC | 1,947 | $255K | 0.03% | |
| 180 | TFCTRUIST FINL CORP | 5,805 | $249K | 0.03% | |
| 181 | AGGISHARES TR | 2,481 | $246K | 0.03% | |
| 182 | EWEDWARDS LIFESCIENCES CORP | 2,983 | $233K | 0.03% | |
| 183 | LDOSLEIDOS HOLDINGS INC | 1,467 | $231K | 0.03% | |
| 184 | MIGAMICROSTRATEGY INC | 569 | $230K | 0.03% | |
| 185 | QUALISHARES TR | 1,223 | $223K | 0.03% | |
| 186 | FULTFULTON FINL CORP PA | 11,979 | $216K | 0.03% | |
| 187 | MCKMCKESSON CORP | 294 | $215K | 0.03% | |
| 188 | 4I1PHILIP MORRIS INTL INC | 1,174 | $214K | 0.03% | |
| 189 | COFCAPITAL ONE FINL CORP | 993 | $211K | 0.03% | |
| 190 | BABOEING CO | 991 | $207K | 0.03% | |
| 191 | RNWRENEW ENERGY GLOBAL PLC | 30,000 | $207K | 0.03% | |
| 192 | SHWSHERWIN WILLIAMS CO | 604 | $207K | 0.03% | |
| 193 | IWOISHARES TR | 722 | $206K | 0.03% | |
| 194 | AQLTISHARES TR | 2,466 | $205K | 0.03% | |
| 195 | MCHPMICROCHIP TECHNOLOGY INC. | 2,916 | $205K | 0.03% | |
| 196 | TYLTYLER TECHNOLOGIES INC | 346 | $205K | 0.03% | |
| 197 | BACVERIZON COMMUNICATIONS INC | 4,746 | $205K | 0.03% | |
| 198 | LHXL3HARRIS TECHNOLOGIES INC | 801 | $200K | 0.02% | |
| 199 | SLYVSPDR SERIES TRUST | 2,515 | $200K | 0.02% | |
| 200 | VOOGVANGUARD ADMIRAL FDS INC | 480 | $190K | 0.02% |