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 251–300 of 571
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MKL | MARKEL GROUP INC | 49 | $100K–$500K | SH |
| EFSI | EAGLE FINL SVCS INC | 3K | $100K–$500K | SH |
| RODM | LATTICE STRATEGIES TR | 3K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 900 | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 368 | $50K–$100K | SH |
| T | AT&T INC | 4K | $50K–$100K | SH |
| COO | COOPER COS INC | 1K | $50K–$100K | SH |
| WSO | WATSCO INC | 295 | $50K–$100K | SH |
| ICF | ISHARES TR | 2K | $50K–$100K | SH |
| PDEC | INNOVATOR ETFS TRUST | 2K | $50K–$100K | SH |
| CLX | CLOROX CO DEL | 955 | $50K–$100K | SH |
| CVIE | MORGAN STANLEY ETF TRUST | 1K | $50K–$100K | SH |
| IDXX | IDEXX LABS INC | 141 | $50K–$100K | SH |
| TGT | TARGET CORP | 974 | $50K–$100K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 2K | $50K–$100K | SH |
| GL | GLOBE LIFE INC | 675 | $50K–$100K | SH |
| HUBB | HUBBELL INC | 210 | $50K–$100K | SH |
| SSO | PROSHARES TR | 2K | $50K–$100K | SH |
| XLU | SELECT SECTOR SPDR TR | 2K | $50K–$100K | SH |
| SPGI | S&P GLOBAL INC | 169 | $50K–$100K | SH |
| HACK | AMPLIFY ETF TR | 1K | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC | 301 | $50K–$100K | SH |
| UL | UNILEVER PLC | 1K | $50K–$100K | SH |
| VOE | VANGUARD INDEX FDS | 473 | $50K–$100K | SH |
| FTV | FORTIVE CORP | 2K | $50K–$100K | SH |
| GOOD | GLADSTONE COMMERCIAL CORP | 8K | $50K–$100K | SH |
| ZAUG | INNOVATOR ETFS TRUST | 3K | $50K–$100K | SH |
| CME | CME GROUP INC | 290 | $50K–$100K | SH |
| DKS | DICKS SPORTING GOODS INC | 400 | $50K–$100K | SH |
| LIN | LINDE PLC | 185 | $50K–$100K | SH |
| BGR | BLACKROCK ENERGY & RES TR | 6K | $50K–$100K | SH |
| FNV | FRANCO NEV CORP | 376 | $50K–$100K | SH |
| WRB | BERKLEY W R CORP | 1K | $50K–$100K | SH |
| MO | ALTRIA GROUP INC | 1K | $50K–$100K | SH |
| PCG | PG&E CORP | 5K | $50K–$100K | SH |
| UAL | UNITED AIRLS HLDGS INC | 685 | $50K–$100K | SH |
| AES | AES CORP | 5K | $50K–$100K | SH |
| VGT | VANGUARD WORLD FD | 100 | $50K–$100K | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 1K | $50K–$100K | SH |
| AMP | AMERIPRISE FINL INC | 148 | $50K–$100K | SH |
| OTIS | OTIS WORLDWIDE CORP | 822 | $50K–$100K | SH |
| IGPT | INVESCO EXCHANGE TRADED FD T | 1K | $50K–$100K | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 1K | $50K–$100K | SH |
| TR | TOOTSIE ROLL INDS INC | 2K | $50K–$100K | SH |
| QCOM | QUALCOMM INC | 408 | $50K–$100K | SH |
| PSTG | PURE STORAGE INC | 1K | $50K–$100K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 800 | $50K–$100K | SH |
| CINF | CINCINNATI FINL CORP | 400 | $50K–$100K | SH |
| MSTR | STRATEGY INC | 427 | $50K–$100K | SH |
| PSX | PHILLIPS 66 | 500 | $50K–$100K | SH |