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 201–250 of 571
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| CNP | CENTERPOINT ENERGY INC | 5K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 207 | $100K–$500K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 373 | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| QDF | FLEXSHARES TR | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 659 | $100K–$500K | SH |
| RNW | RENEW ENERGY GLOBAL PLC | 30K | $100K–$500K | SH |
| CVLC | MORGAN STANLEY ETF TRUST | 2K | $100K–$500K | SH |
| TOWN | TOWNEBANK PORTSMOUTH VA | 5K | $100K–$500K | SH |
| FVCB | FVCBANKCORP INC | 12K | $100K–$500K | SH |
| SMB | VANECK ETF TRUST | 9K | $100K–$500K | SH |
| IVW | ISHARES TR | 1K | $100K–$500K | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 4K | $100K–$500K | SH |
| TYL | TYLER TECHNOLOGIES INC | 346 | $100K–$500K | SH |
| ILOW | AB ACTIVE ETFS INC | 4K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 622 | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 624 | $100K–$500K | SH |
| NVS | NOVARTIS AG | 1K | $100K–$500K | SH |
| MMM | 3M CO | 950 | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 250 | $100K–$500K | SH |
| NKE | NIKE INC | 2K | $100K–$500K | SH |
| DE | DEERE & CO | 318 | $100K–$500K | SH |
| VLTO | VERALTO CORP | 1K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 27 | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 1K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 4K | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 1K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 850 | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 793 | $100K–$500K | SH |
| IWP | ISHARES TR | 1K | $100K–$500K | SH |
| DLTR | DOLLAR TREE INC | 1K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 4K | $100K–$500K | SH |
| IJT | ISHARES TR | 913 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 1K | $100K–$500K | SH |
| ITA | ISHARES TR | 582 | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 300 | $100K–$500K | SH |
| CNQ | CANADIAN NAT RES LTD | 4K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 755 | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 1K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| COR | CENCORA INC | 350 | $100K–$500K | SH |
| BALL | BALL CORP | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 1K | $100K–$500K | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 3K | $100K–$500K | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 3K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 1K | $100K–$500K | SH |