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 401–450 of 571
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 214 | $15K–$50K | SH |
| DSI | ISHARES TR | 130 | $15K–$50K | SH |
| ED | CONSOLIDATED EDISON INC | 165 | $15K–$50K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 36 | $15K–$50K | SH |
| EMBJ | EMBRAER S.A. | 250 | $15K–$50K | SH |
| EVRG | EVERGY INC | 220 | $15K–$50K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 140 | $15K–$50K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 1K | $15K–$50K | SH |
| EMC | GLOBAL X FDS | 491 | $15K–$50K | SH |
| IWS | ISHARES TR | 107 | $15K–$50K | SH |
| SO | SOUTHERN CO | 170 | $1K–$15K | SH |
| SOXQ | INVESCO EXCH TRADED FD TR II | 265 | $1K–$15K | SH |
| SPEM | SPDR INDEX SHS FDS | 310 | $1K–$15K | SH |
| IHAK | ISHARES TR | 300 | $1K–$15K | SH |
| BN | BROOKFIELD CORP | 312 | $1K–$15K | SH |
| ENR | ENERGIZER HLDGS INC NEW | 707 | $1K–$15K | SH |
| ETR | ENTERGY CORP NEW | 152 | $1K–$15K | SH |
| PFS | PROVIDENT FINL SVCS INC | 709 | $1K–$15K | SH |
| ABNB | AIRBNB INC | 101 | $1K–$15K | SH |
| O | REALTY INCOME CORP | 238 | $1K–$15K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 50 | $1K–$15K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 95 | $1K–$15K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 23 | $1K–$15K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 89 | $1K–$15K | SH |
| EEMX | SPDR INDEX SHS FDS | 300 | $1K–$15K | SH |
| NANR | SPDR INDEX SHS FDS | 188 | $1K–$15K | SH |
| NVO | NOVO-NORDISK A S | 250 | $1K–$15K | SH |
| NYT | NEW YORK TIMES CO | 180 | $1K–$15K | SH |
| TYG | TORTOISE ENERGY INFRA CORP | 298 | $1K–$15K | SH |
| PKB | INVESCO EXCHANGE TRADED FD T | 125 | $1K–$15K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 500 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC | 52 | $1K–$15K | SH |
| EFV | ISHARES TR | 159 | $1K–$15K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 166 | $1K–$15K | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 249 | $1K–$15K | SH |
| XLV | SELECT SECTOR SPDR TR | 73 | $1K–$15K | SH |
| CSL | CARLISLE COS INC | 35 | $1K–$15K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 71 | $1K–$15K | SH |
| SBUX | STARBUCKS CORP | 130 | $1K–$15K | SH |
| OGS | ONE GAS INC | 140 | $1K–$15K | SH |
| EOG | EOG RES INC | 100 | $1K–$15K | SH |
| FDX | FEDEX CORP | 36 | $1K–$15K | SH |
| TEL | TE CONNECTIVITY PLC | 45 | $1K–$15K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 170 | $1K–$15K | SH |
| VNT | VONTIER CORPORATION | 268 | $1K–$15K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 120 | $1K–$15K | SH |
| SMR | NUSCALE PWR CORP | 700 | $1K–$15K | SH |
| IXC | ISHARES TR | 236 | $1K–$15K | SH |
| GSK | GSK PLC | 198 | $1K–$15K | SH |
| RSG | REPUBLIC SVCS INC | 46 | $1K–$15K | SH |