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 |
|---|---|---|---|---|---|
| 201 | IVWISHARES TR | 1,691 | $186K | 0.02% | |
| 202 | XLESELECT SECTOR SPDR TR | 2,190 | $185K | 0.02% | |
| 203 | VLTOVERALTO CORP | 1,822 | $184K | 0.02% | |
| 204 | CNPCENTERPOINT ENERGY INC | 4,919 | $180K | 0.02% | |
| 205 | SPGIS&P GLOBAL INC | 335 | $176K | 0.02% | |
| 206 | ICFISHARES TR | 2,873 | $175K | 0.02% | |
| 207 | BKNGBOOKING HOLDINGS INC | 30 | $173K | 0.02% | |
| 208 | TOWNTOWNEBANK PORTSMOUTH VA | 5,000 | $172K | 0.02% | |
| 209 | NKENIKE INC | 2,378 | $169K | 0.02% | |
| 210 | SPYVSPDR SERIES TRUST | 3,179 | $166K | 0.02% | |
| 211 | SMBVANECK ETF TRUST | 9,472 | $163K | 0.02% | |
| 212 | BKBANK NEW YORK MELLON CORP | 1,797 | $163K | 0.02% | |
| 213 | CDNSCADENCE DESIGN SYSTEM INC | 528 | $162K | 0.02% | |
| 214 | GQ9SPDR GOLD TR | 526 | $160K | 0.02% | |
| 215 | CVLCMORGAN STANLEY ETF TRUST | 2,102 | $160K | 0.02% | |
| 216 | QDFFLEXSHARES TR | 2,200 | $160K | 0.02% | |
| 217 | DEDEERE & CO | 314 | $159K | 0.02% | |
| 218 | MDTMEDTRONIC PLC | 1,785 | $156K | 0.02% | |
| 219 | FVCBFVCBANKCORP INC | 13,074 | $154K | 0.02% | |
| 220 | ILOWAB ACTIVE ETFS INC | 3,691 | $153K | 0.02% | |
| 221 | UBSIUNITED BANKSHARES INC WEST V | 4,159 | $153K | 0.02% | |
| 222 | AWCAMERICAN WTR WKS CO INC NEW | 1,099 | $152K | 0.02% | |
| 223 | CRWDCROWDSTRIKE HLDGS INC | 299 | $152K | 0.02% | |
| 224 | TXNTEXAS INSTRS INC | 732 | $151K | 0.02% | |
| 225 | DYHTARGET CORP | 1,525 | $150K | 0.02% | |
| 226 | GSGOLDMAN SACHS GROUP INC | 207 | $146K | 0.02% | |
| 227 | CBOECBOE GLOBAL MKTS INC | 622 | $145K | 0.02% | |
| 228 | FISVFISERV INC | 844 | $145K | 0.02% | |
| 229 | MMM3M CO | 950 | $144K | 0.02% | |
| 230 | MDYSPDR S&P MIDCAP 400 ETF TR | 250 | $142K | 0.02% | |
| 231 | ITWILLINOIS TOOL WKS INC | 574 | $142K | 0.02% | |
| 232 | NVSNNOVARTIS AG | 1,164 | $140K | 0.02% | |
| 233 | DDTOINNOVATOR ETFS TRUST | 3,657 | $139K | 0.02% | |
| 234 | IWPISHARES TR | 1,000 | $138K | 0.02% | |
| 235 | MCXMCCORMICK & CO INC | 1,801 | $136K | 0.02% | |
| 236 | VEUVANGUARD INTL EQUITY INDEX F | 1,995 | $134K | 0.02% | |
| 237 | CARRCARRIER GLOBAL CORPORATION | 1,790 | $131K | 0.02% | |
| 238 | WSOWATSCO INC | 295 | $130K | 0.02% | |
| 239 | BSXBOSTON SCIENTIFIC CORP | 1,219 | $130K | 0.02% | |
| 240 | VIOOVANGUARD ADMIRAL FDS INC | 1,267 | $128K | 0.02% | |
| 241 | CMICUMMINS INC | 386 | $126K | 0.02% | |
| 242 | IJTISHARES TR | 913 | $121K | 0.01% | |
| 243 | PLTRPALANTIR TECHNOLOGIES INC | 876 | $119K | 0.01% | |
| 244 | SHOPSHOPIFY INC | 1,033 | $119K | 0.01% | |
| 245 | WECWEC ENERGY GROUP INC | 1,128 | $117K | 0.01% | |
| 246 | SPYXSPDR SERIES TRUST | 2,310 | $117K | 0.01% | |
| 247 | TAT&T INC | 4,014 | $116K | 0.01% | |
| 248 | CRCCANADIAN NAT RES LTD | 3,600 | $114K | 0.01% | |
| 249 | VLOVALERO ENERGY CORP | 850 | $114K | 0.01% | |
| 250 | RODMLATTICE STRATEGIES TR | 3,314 | $113K | 0.01% | |
| 251 | BALLBALL CORP | 2,003 | $112K | 0.01% | |
| 252 | ITA*ISHARES TR | 598 | $112K | 0.01% | |
| 253 | TPYPTORTOISE CAPITAL SERIES TRUS | 3,121 | $111K | 0.01% | |
| 254 | GOODGLADSTONE COMMERCIAL CORP | 7,690 | $110K | 0.01% | |
| 255 | CMECME GROUP INC | 400 | $110K | 0.01% | |
| 256 | PHYS/USPROTT PHYSICAL GOLD TR | 4,347 | $110K | 0.01% | |
| 257 | DLTRDOLLAR TREE INC | 1,105 | $109K | 0.01% | |
| 258 | MGKVANGUARD WORLD FD | 300 | $109K | 0.01% | |
| 259 | BIPBROOKFIELD INFRAST PARTNERS | 3,200 | $107K | 0.01% | |
| 260 | SPDWSPDR INDEX SHS FDS | 2,663 | $107K | 0.01% | |
| 261 | UTHUNITED THERAPEUTICS CORP DEL | 373 | $107K | 0.01% | |
| 262 | FTVFORTIVE CORP | 2,000 | $104K | 0.01% | |
| 263 | ABGCENCORA INC | 350 | $104K | 0.01% | |
| 264 | VIGVANGUARD SPECIALIZED FUNDS | 511 | $104K | 0.01% | |
| 265 | COOCOOPER COS INC | 1,440 | $102K | 0.01% | |
| 266 | LINLINDE PLC | 210 | $98K | 0.01% | |
| 267 | WSMWILLIAMS SONOMA INC | 600 | $98K | 0.01% | |
| 268 | SCHDSCHWAB STRATEGIC TR | 3,724 | $98K | 0.01% | |
| 269 | MKLMARKEL GROUP INC | 49 | $97K | 0.01% | |
| 270 | PRUPRUDENTIAL FINL INC | 900 | $96K | 0.01% | |
| 271 | EMEEMCOR GROUP INC | 180 | $96K | 0.01% | |
| 272 | XLUSELECT SECTOR SPDR TR | 1,170 | $95K | 0.01% | |
| 273 | PSAPUBLIC STORAGE OPER CO | 324 | $95K | 0.01% | |
| 274 | ADIANALOG DEVICES INC | 399 | $94K | 0.01% | |
| 275 | HACKAMPLIFY ETF TR | 1,095 | $94K | 0.01% | |
| 276 | MOALTRIA GROUP INC | 1,517 | $90K | 0.01% | |
| 277 | ULUNILEVER PLC | 1,485 | $90K | 0.01% | |
| 278 | VOTVANGUARD INDEX FDS | 316 | $89K | 0.01% | |
| 279 | CVIEMORGAN STANLEY ETF TRUST | 1,340 | $87K | 0.01% | |
| 280 | HUBBHUBBELL INC | 210 | $85K | 0.01% | |
| 281 | GMGENERAL MTRS CO | 1,710 | $84K | 0.01% | |
| 282 | CLXCLOROX CO DEL | 695 | $83K | 0.01% | |
| 283 | GLGLOBE LIFE INC | 675 | $83K | 0.01% | |
| 284 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,097 | $81K | 0.01% | |
| 285 | OTISOTIS WORLDWIDE CORP | 822 | $81K | 0.01% | |
| 286 | WRBBERKLEY W R CORP | 1,110 | $81K | 0.01% | |
| 287 | DKSDICKS SPORTING GOODS INC | 400 | $79K | 0.01% | |
| 288 | EFSIEAGLE FINL SVCS INC | 2,609 | $79K | 0.01% | |
| 289 | SSOPROSHARES TR | 800 | $78K | 0.01% | |
| 290 | A4SAMERIPRISE FINL INC | 148 | $78K | 0.01% | |
| 291 | MASMASCO CORP | 1,216 | $78K | 0.01% | |
| 292 | VOEVANGUARD INDEX FDS | 473 | $77K | 0.01% | |
| 293 | ZAUGINNOVATOR ETFS TRUST | 3,000 | $77K | 0.01% | |
| 294 | DDDUPONT DE NEMOURS INC | 1,127 | $77K | 0.01% | |
| 295 | BGRBLACKROCK ENERGY & RES TR | 5,800 | $76K | 0.01% | |
| 296 | GISGENERAL MLS INC | 1,382 | $71K | 0.01% | |
| 297 | IBITISHARES BITCOIN TRUST ETF | 1,100 | $67K | 0.01% | |
| 298 | VGTVANGUARD WORLD FD | 100 | $66K | 0.01% | |
| 299 | PCGPG&E CORP | 4,775 | $66K | 0.01% | |
| 300 | QCOMQUALCOMM INC | 408 | $64K | 0.01% |