Evermay-Wealth-Management

Filing Details

13F-HR2025-03-31
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
Manager Name
Evermay-Wealth-Management
Data Enrichment
81% identified
468 identified111 unidentified

Holdings

579 positions • $761.5M total value
Manager:
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922908744
Shares:12.2K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$761.5M)
BROWN & BROWN, INC.
Shares:16.5K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$761.5M)
92189F106
Shares:39.5K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$761.5M)
MCDONALDS CORP
Shares:5.7K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$761.5M)
COSTCO WHOLESALE CORP /NEW
Shares:1.8K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$761.5M)
579780107
Shares:20.1K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$761.5M)
NEXTERA ENERGY INC
Shares:23.2K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$761.5M)
922042858
Shares:36.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$761.5M)
464287614
Shares:4.2K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$761.5M)
PEPSICO INC
Shares:10.1K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$761.5M)
AbbVie Inc.
Shares:7.0K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$761.5M)
RTX Corp
Shares:10.9K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$761.5M)
Merck & Co., Inc.
Shares:16.0K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$761.5M)
46137V357
Shares:8.3K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$761.5M)
MARTIN MARIETTA MATERIALS INC
Shares:3.0K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$761.5M)
Duke Energy CORP
Shares:11.7K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$761.5M)
YUM BRANDS INC
Shares:9.0K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$761.5M)
808524862
Shares:57.9K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$761.5M)
PROCTER & GAMBLE Co
Shares:8.1K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$761.5M)
Broadcom Inc.
Shares:8.2K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$761.5M)