CIK 1066816
EVERMAY WEALTH MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
571
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 571
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | 22K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 63K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 4K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| MRK | MERCK & CO INC | 14K | $1M+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 38K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 27K | $1M+ | SH |
| GDXJ | VANECK ETF TRUST | 13K | $1M+ | SH |
| MCO | MOODYS CORP | 3K | $1M+ | SH |
| MKC.V | MCCORMICK & CO INC | 20K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 17K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 11K | $1M+ | SH |
| BRO | BROWN & BROWN INC | 16K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 7K | $1M+ | SH |
| YUM | YUM BRANDS INC | 9K | $1M+ | SH |
| TJX | TJX COS INC NEW | 8K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 9K | $1M+ | SH |
| LEU | CENTRUS ENERGY CORP | 5K | $1M+ | SH |
| PEP | PEPSICO INC | 8K | $1M+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 30K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 48K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 3K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 6K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 4K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 8K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 9K | $1M+ | SH |
| ORCL | ORACLE CORP | 5K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 39K | $1M+ | SH |
| ACGL | ARCH CAP GROUP LTD | 11K | $1M+ | SH |
| GE | GE AEROSPACE | 3K | $1M+ | SH |
| CSCO | CISCO SYS INC | 13K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 4K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $500K+ | SH |
| NFLX | NETFLIX INC | 11K | $500K+ | SH |
| IUSV | ISHARES TR | 9K | $500K+ | SH |
| CRM | SALESFORCE INC | 4K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 31K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 9K | $500K+ | SH |
| AMGN | AMGEN INC | 3K | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| LH | LABCORP HOLDINGS INC | 3K | $500K+ | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 23K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 5K | $500K+ | SH |
| BNL | BROADSTONE NET LEASE INC | 46K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 25K | $500K+ | SH |