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 101–150 of 571
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| NOW | SERVICENOW INC | 5K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| URI | UNITED RENTALS INC | 918 | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 9K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| DVY | ISHARES TR | 5K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 2K | $500K+ | SH |
| DHI | D R HORTON INC | 4K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 2K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| USMV | ISHARES TR | 5K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 2K | $100K–$500K | SH |
| DGRO | ISHARES TR | 7K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 535 | $100K–$500K | SH |
| KO | COCA COLA CO | 7K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 5K | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 1K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 779 | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 1K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 850 | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 3K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 761 | $100K–$500K | SH |
| PSEP | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 342 | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 6K | $100K–$500K | SH |
| IWR | ISHARES TR | 4K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| FAST | FASTENAL CO | 9K | $100K–$500K | SH |
| CSM | PROSHARES TR | 4K | $100K–$500K | SH |