Evermay-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "INSM",
  "TREX",
  "MTCH",
  "GDX",
  null,
  "TROW",
  "NLY",
  "AES",
  "MOS",
  "AAL",
  "BEP",
  "EXAS",
  "MP",
  "PCG",
  null,
  "SNOW",
  "MU",
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MATX",
  "PAA",
  "GOOGL",
  "VDE",
  null,
  "RIG",
  null,
  "AXP",
  "UNIT",
  "GDXJ",
  "AEG",
  null,
  "AMWD",
  "ASML",
  "T",
  "BLK",
  "ENR",
  "AYI",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "AUB",
  "ARCC",
  "WRB",
  null,
  "BSX",
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  "D",
  null,
  "PFS",
  null,
  "EBAY",
  null,
  "REPX",
  "TYG",
  "EOG",
  "EXPD",
  null,
  null,
  "TSEM",
  "BGR",
  "TR",
  null,
  "GD",
  "GILD",
  "GIS",
  "BW",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  null,
  "FNV",
  null,
  null,
  "UNP",
  "FULT",
  "QCOM",
  null,
  "ISRG",
  null,
  "HUBB",
  "EMXC",
  "HWM",
  "LEN",
  "ITW",
  null,
  "AMAT",
  "EMR",
  "BKNG",
  null,
  null,
  "ICE",
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "SEDG",
  "SWK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "KMI",
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  "LIN",
  null,
  null,
  "EFSI",
  "IGC",
  "MMC",
  "TLRY",
  "MA",
  "MDT",
  "MSFT",
  null,
  null,
  "MDLZ",
  "MS",
  "TMUS",
  "DXC",
  "NEOG",
  "EQT",
  "EXC",
  "EVRG",
  "FTV",
  "GE",
  "GPC",
  "HRTX",
  "GXO",
  "NTRS",
  "NVS",
  "TEVA",
  "ILMN",
  "ORLY",
  "PCAR",
  "SMR",
  "BX",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  "MKC",
  "AMGN",
  "KVUE",
  "MAS",
  "MSTR",
  null,
  "DGX",
  "PPG",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "AMT",
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TYL",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UPS",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "VXF",
  "RCL",
  "VOE",
  "SCHW",
  null,
  null,
  null,
  null,
  null,
  "VWO",
  "VSS",
  "KYN",
  "SBAC",
  null,
  null,
  "TOWN",
  "EXP",
  "EME",
  "VIG",
  "MEIP",
  "JMSB",
  "TSCO",
  "CLDI",
  null,
  "IWO",
  "IWN",
  "GL",
  null,
  "GSK",
  null,
  null,
  "GHC",
  null,
  "ETR",
  "VYM",
  "DD",
  "VRTX",
  null,
  "EA",
  "EW",
  "VRSK",
  "SRPT",
  "RYN",
  "ADSK",
  "VNOM",
  "SWX",
  "VNT",
  "GM",
  "HAL",
  "VNO",
  "UAA",
  "ACGL",
  null,
  "ALB",
  "AFL",
  "UBSI",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "WAB",
  "WSO",
  "DLTR",
  "WEC",
  "WM",
  "FSLR",
  "IWP",
  "IWR",
  "AEP",
  "BKR",
  "CVU",
  "FVCB",
  "FTRE",
  "GOOD",
  "IFF",
  null,
  "IDXX",
  "BIPC",
  "UA",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  "IVE",
  "HCA",
  "SIRI",
  null,
  "PLUG",
  null,
  "ESGD",
  null,
  "DKS",
  "HII",
  "ELME",
  null,
  "KD",
  null,
  "AMTM",
  "CEF",
  "OGS",
  "TPH",
  null,
  null,
  null,
  "NEU",
  null,
  "VEU",
  "VPL",
  "VGT",
  "USB",
  null,
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VGK",
  "VNQI",
  "MGK",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "VSTM",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WAL",
  "WELL",
  "WSM",
  "WPM",
  null,
  null,
  "YUMC",
  "YUM",
  null,
  null,
  "SOLV",
  "OC",
  "OGEN",
  "CNQ",
  "SCHD",
  "ET",
  "BIIB",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "VAC",
  "NOK",
  "LUMN",
  "JCI",
  "NXPI",
  "LH",
  "MKL",
  "NOV",
  null,
  "SO",
  "TTD",
  null,
  "TNDM",
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  "SCI",
  "RUN",
  "DIA",
  null,
  null,
  null,
  "LYB",
  "HBI",
  "IUSV",
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  "SPYV",
  null,
  "PSA",
  "NUE",
  "NRG",
  "FDX",
  "AME",
  null,
  "KMB",
  "ADP",
  "AZZ",
  "BALL",
  "BAC",
  "BK",
  "BRK-B",
  "BAX",
  null,
  "BA",
  "BHF",
  "BWA",
  "BMY",
  "BIP",
  "BLDR",
  "BNL",
  "CHRW",
  "CDNS",
  "CARR",
  "CCL",
  "CSL",
  "CBOE",
  "CBRE",
  "LEU",
  "CNP",
  "CC",
  "CVX",
  "GTLS",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "STZ",
  "COO",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CSX",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "XRAY",
  null,
  null,
  "DFS",
  "DLR",
  "DNOW",
  "RSP",
  null,
  "IJT",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  null,
  "MO",
  "MLM",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 579
Total Value: 761463454
Accession Number: 0001066816-25-000003
Form Type: 13F-HR
CIK: evermay-wealth-management
Manager Name: Evermay-Wealth-Management

Data Enrichment

81% identified

468 identified111 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

579 positions • $761.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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John Marshall Bancorp, Inc.

JMSB|47805L101

Shares:334.0K

Value:$5.5M

% of Portfolio:0.7% ($5.5M/$761.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.4K

Value:$4.8M

% of Portfolio:0.6% ($4.8M/$761.5M)

46436E718

Shares:41.2K

Value:$4.1M

% of Portfolio:0.5% ($4.1M/$761.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.5K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$761.5M)

464288448

Shares:112.5K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$761.5M)

VISA INC.

V|92826C839

Shares:9.9K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$761.5M)

25434V203

Shares:107.5K

Value:$3.4M

% of Portfolio:0.4% ($3.4M/$761.5M)

464287655

IWM|464287655

Shares:16.4K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$761.5M)

ELI LILLY & Co

LLY|532457108

Shares:3.9K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$761.5M)

464287598

IWD|464287598

Shares:15.6K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$761.5M)

Meta Platforms, Inc.

META|30303M102

Shares:4.9K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$761.5M)

922908736

VUG|922908736

Shares:7.5K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$761.5M)

45782C508

Shares:64.4K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$761.5M)

46436F103

Shares:84.0K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$761.5M)

464287465

EFA|464287465

Shares:31.8K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$761.5M)

HOME DEPOT, INC.

HD|437076102

Shares:7.0K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$761.5M)

921943858

VEA|921943858

Shares:47.9K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$761.5M)

922908751

VB|922908751

Shares:10.7K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$761.5M)

NVIDIA CORP

NVDA|67066G104

Shares:20.8K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$761.5M)

DANAHER CORP /DE/

DHR|235851102

Shares:10.3K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$761.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
John Marshall Bancorp, Inc.(JMSBcusip47805L101)	334.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.5M	0.7% ($5.5M/$761.5M)	QoQ -17.72% (-$1.2M) YoY -7.81% (-$467.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.4K	QoQ -2.71% (-543) YoY -7.00% (-1.5K)	All Managers (Combined)	$4.8M	0.6% ($4.8M/$761.5M)	QoQ -0.44% (-$21.3K) YoY +13.88% (-$581.4K)
(cusip46436E718)✕	41.2K	QoQ -16.93% (-8.4K) YoY -88.10% (-305.4K)	All Managers (Combined)	$4.1M	0.5% ($4.1M/$761.5M)	QoQ -16.64% (-$828.7K) YoY -88.11% (-$30.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.5K	QoQ -4.06% (-316) YoY -3.35% (-259)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$761.5M)	QoQ +12.71% (-$447.9K) YoY +22.39% (-$726.4K)
(cusip464288448)✕	112.5K	QoQ -18.67% (-25.8K) YoY -22.31% (-32.3K)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$761.5M)	QoQ -7.86% (-$297.9K) YoY -14.06% (-$570.8K)
VISA INC.(Vcusip92826C839)	9.9K	QoQ -0.60% (-60) YoY -7.29% (-778)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$761.5M)	QoQ +10.22% (-$321.3K) YoY +16.41% (-$488.6K)
(cusip25434V203)✕	107.5K	QoQ +14.97% (+14.0K) YoY +123.00% (+59.3K)	All Managers (Combined)	$3.4M	0.4% ($3.4M/$761.5M)	QoQ +22.96% (+$626.7K) YoY +130.45% (+$1.9M)
(IWMcusip464287655)	16.4K	QoQ -1.46% (-244) YoY -24.11% (-5.2K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$761.5M)	QoQ -11.04% (-$405.5K) YoY -28.01% (-$1.3M)
ELI LILLY & Co(LLYcusip532457108)	3.9K	QoQ -2.19% (-88) YoY -6.16% (-258)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$761.5M)	QoQ +4.63% (-$143.7K) YoY -0.38% (-$12.5K)
(IWDcusip464287598)	15.6K	QoQ -0.36% (-57) YoY -2.64% (-424)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$761.5M)	QoQ +1.26% (-$36.7K) YoY +2.26% (-$65.1K)
Meta Platforms, Inc.(METAcusip30303M102)	4.9K	QoQ -0.61% (-30) YoY -4.37% (-222)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$761.5M)	QoQ -2.16% (-$62.0K) YoY +13.50% (-$332.8K)
(VUGcusip922908736)	7.5K	QoQ 0.00% (-0) YoY -4.03% (-314)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$761.5M)	QoQ -9.65% (-$295.5K) YoY +3.38% (-$90.5K)
(cusip45782C508)✕	64.4K	QoQ -9.93% (-7.1K) YoY -37.37% (-38.4K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$761.5M)	QoQ -11.60% (-$350.5K) YoY -33.59% (-$1.4M)
(cusip46436F103)✕	84.0K	QoQ +2126.82% (+80.2K) YoY NEW(+84.0K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$761.5M)	QoQ +2552.26% (+$2.5M) YoY NEW(+$2.6M)
(EFAcusip464287465)	31.8K	QoQ -40.80% (-22.0K) YoY -48.84% (-30.4K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$761.5M)	QoQ -36.01% (-$1.5M) YoY -47.64% (-$2.4M)
HOME DEPOT, INC.(HDcusip437076102)	7.0K	QoQ -0.54% (-38) YoY -3.51% (-254)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$761.5M)	QoQ -6.29% (-$171.7K) YoY -7.81% (-$216.7K)
(VEAcusip921943858)	47.9K	QoQ +0.21% (+103) YoY -2.55% (-1.3K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$761.5M)	QoQ +6.52% (+$149.1K) YoY -1.27% (-$31.4K)
(VBcusip922908751)	10.7K	QoQ +3.74% (-385) YoY -4.19% (-466)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$761.5M)	QoQ -4.25% (-$104.9K) YoY -7.05% (-$179.4K)
NVIDIA CORP(NVDAcusip67066G104)	20.8K	QoQ +0.04% (-10) YoY +937.91% (+18.8K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$761.5M)	QoQ -19.25% (-$536.9K) YoY +24.51% (+$443.5K)
DANAHER CORP /DE/(DHRcusip235851102)	10.3K	QoQ -3.63% (-389) YoY -8.73% (-988)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$761.5M)	QoQ -13.90% (-$342.2K) YoY -25.05% (-$708.0K)