Evermay-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "INSM",
  "TREX",
  "MTCH",
  "GDX",
  null,
  "TROW",
  "NLY",
  "AES",
  "MOS",
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  "BEP",
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  "MP",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "SPY",
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  null,
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  "INTC",
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  "PRU",
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  "MRK",
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  null,
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  "KVUE",
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  "MSTR",
  null,
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  "PPG",
  null,
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  "IEFA",
  "SPGI",
  null,
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  "NOW",
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  "SHOP",
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  "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",
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  "UAL",
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  "VNQ",
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  "NEM",
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  "SCHW",
  null,
  null,
  null,
  null,
  null,
  "VWO",
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  "KYN",
  "SBAC",
  null,
  null,
  "TOWN",
  "EXP",
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  "MEIP",
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  "CLDI",
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "WAB",
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  "IWP",
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  "AEP",
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  "DKS",
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  null,
  "KD",
  null,
  "AMTM",
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  null,
  null,
  null,
  "NEU",
  null,
  "VEU",
  "VPL",
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  "USB",
  null,
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  "VUG",
  "VLO",
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  null,
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  "MGK",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "VSTM",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WAL",
  "WELL",
  "WSM",
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  null,
  null,
  "YUMC",
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  null,
  null,
  "SOLV",
  "OC",
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  "ET",
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  "DVY",
  "SCHG",
  null,
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  "SCHA",
  "NSC",
  "VAC",
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  "NOV",
  null,
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  null,
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  "RUN",
  "DIA",
  null,
  null,
  null,
  "LYB",
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  "IUSV",
  null,
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  null,
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  "NRG",
  "FDX",
  "AME",
  null,
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  "AZZ",
  "BALL",
  "BAC",
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  "BRK-B",
  "BAX",
  null,
  "BA",
  "BHF",
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  "BMY",
  "BIP",
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  "CHRW",
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  "CARR",
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  "CBOE",
  "CBRE",
  "LEU",
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  "CC",
  "CVX",
  "GTLS",
  "CINF",
  "CB",
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  "CSCO",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
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  "CL",
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  "COO",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CSX",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "XRAY",
  null,
  null,
  "DFS",
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  "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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Motorola Solutions, Inc.

MSI|620076307

Shares:693

Value:$304.1K

% of Portfolio:0.0% ($304.1K/$761.5M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.7K

Value:$297.3K

% of Portfolio:0.0% ($297.3K/$761.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.8K

Value:$294.0K

% of Portfolio:0.0% ($294.0K/$761.5M)

74347R248

Shares:4.3K

Value:$277.4K

% of Portfolio:0.0% ($277.4K/$761.5M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:930

Value:$276.8K

% of Portfolio:0.0% ($276.8K/$761.5M)

Parker-Hannifin Corp

PH|701094104

Shares:443

Value:$269.3K

% of Portfolio:0.0% ($269.3K/$761.5M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:2.0K

Value:$263.8K

% of Portfolio:0.0% ($263.8K/$761.5M)

808524300

SCHG|808524300

Shares:10.5K

Value:$263.2K

% of Portfolio:0.0% ($263.2K/$761.5M)

CSX CORP

CSX|126408103

Shares:8.9K

Value:$262.8K

% of Portfolio:0.0% ($262.8K/$761.5M)

92204A801

Shares:1.4K

Value:$254.9K

% of Portfolio:0.0% ($254.9K/$761.5M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:1.5K

Value:$253.6K

% of Portfolio:0.0% ($253.6K/$761.5M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:2.0K

Value:$247.5K

% of Portfolio:0.0% ($247.5K/$761.5M)

464287226

Shares:2.5K

Value:$245.5K

% of Portfolio:0.0% ($245.5K/$761.5M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:6.0K

Value:$245.0K

% of Portfolio:0.0% ($245.0K/$761.5M)

921910733

ESGV|921910733

Shares:2.4K

Value:$236.6K

% of Portfolio:0.0% ($236.6K/$761.5M)

46432F339

QUAL|46432F339

Shares:1.4K

Value:$236.5K

% of Portfolio:0.0% ($236.5K/$761.5M)

MERCADOLIBRE INC

MELI|58733R102

Shares:120

Value:$234.1K

% of Portfolio:0.0% ($234.1K/$761.5M)

Arista Networks, Inc.

ANET|040413205

Shares:2.8K

Value:$220.7K

% of Portfolio:0.0% ($220.7K/$761.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:4.8K

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$761.5M)

FULTON FINANCIAL CORP

FULT|360271100

Shares:12.0K

Value:$216.7K

% of Portfolio:0.0% ($216.7K/$761.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Motorola Solutions, Inc.(MSIcusip620076307)	693	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$304.1K	0.0% ($304.1K/$761.5M)	QoQ -5.27% (-$16.9K) YoY +23.30% (+$57.5K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.7K	QoQ 0.00% (-0) YoY -15.98% (-516)	All Managers (Combined)	$297.3K	0.0% ($297.3K/$761.5M)	QoQ -11.53% (-$38.8K) YoY -18.78% (-$68.8K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.8K	QoQ -10.40% (-560) YoY -48.43% (-4.5K)	All Managers (Combined)	$294.0K	0.0% ($294.0K/$761.5M)	QoQ -3.39% (-$10.3K) YoY -42.00% (-$212.9K)
(cusip74347R248)✕	4.3K	QoQ -0.91% (-40) YoY -0.91% (-40)	All Managers (Combined)	$277.4K	0.0% ($277.4K/$761.5M)	QoQ -4.27% (-$12.4K) YoY +4.23% (-$11.3K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	930	QoQ 0.00% (+0) YoY -6.53% (-65)	All Managers (Combined)	$276.8K	0.0% ($276.8K/$761.5M)	QoQ +8.05% (+$20.6K) YoY +18.00% (-$42.2K)
Parker-Hannifin Corp(PHcusip701094104)	443	QoQ +0.45% (-2) YoY +9.11% (+37)	All Managers (Combined)	$269.3K	0.0% ($269.3K/$761.5M)	QoQ -3.99% (-$11.2K) YoY +19.33% (+$43.6K)
CBRE GROUP, INC.(CBREcusip12504L109)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$263.8K	0.0% ($263.8K/$761.5M)	QoQ -0.38% (-$1.0K) YoY +34.49% (+$67.7K)
(SCHGcusip808524300)	10.5K	QoQ 0.00% (-0) YoY +300.00% (+7.9K)	All Managers (Combined)	$263.2K	0.0% ($263.2K/$761.5M)	QoQ -10.15% (-$29.7K) YoY +8.02% (+$19.6K)
CSX CORP(CSXcusip126408103)	8.9K	QoQ 0.00% (-0) YoY -1.90% (-173)	All Managers (Combined)	$262.8K	0.0% ($262.8K/$761.5M)	QoQ -8.80% (-$25.4K) YoY -22.11% (-$74.6K)
(cusip92204A801)✕	1.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$254.9K	0.0% ($254.9K/$761.5M)	QoQ +0.51% (+$1.3K) YoY -7.64% (-$21.1K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	1.5K	QoQ 0.00% (+0) YoY -13.80% (-240)	All Managers (Combined)	$253.6K	0.0% ($253.6K/$761.5M)	QoQ +12.15% (+$27.5K) YoY +9.59% (-$22.2K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	2.0K	QoQ 0.00% (-0) YoY +0.83% (-17)	All Managers (Combined)	$247.5K	0.0% ($247.5K/$761.5M)	QoQ -9.52% (-$26.1K) YoY -20.70% (-$64.6K)
(cusip464287226)✕	2.5K	QoQ -85.74% (-14.9K) YoY -95.47% (-52.4K)	All Managers (Combined)	$245.5K	0.0% ($245.5K/$761.5M)	QoQ -85.44% (-$1.4M) YoY -95.43% (-$5.1M)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	6.0K	QoQ 0.00% (-0) YoY -7.44% (-479)	All Managers (Combined)	$245.0K	0.0% ($245.0K/$761.5M)	QoQ -5.14% (-$13.3K) YoY -2.29% (-$5.7K)
(ESGVcusip921910733)	2.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$236.6K	0.0% ($236.6K/$761.5M)	QoQ -6.61% (-$16.8K) YoY +5.10% (+$11.5K)
(QUALcusip46432F339)	1.4K	QoQ 0.00% (-0) YoY +13.16% (+161)	All Managers (Combined)	$236.5K	0.0% ($236.5K/$761.5M)	QoQ -4.03% (-$10.0K) YoY +17.66% (+$35.5K)
MERCADOLIBRE INC(MELIcusip58733R102)	120	QoQ 0.00% (+0) YoY -34.78% (-64)	All Managers (Combined)	$234.1K	0.0% ($234.1K/$761.5M)	QoQ +14.72% (+$30.1K) YoY -15.85% (-$44.1K)
Arista Networks, Inc.(ANETcusip040413205)	2.8K	QoQ 0.00% (-0) YoY NEW(+2.8K)	All Managers (Combined)	$220.7K	0.0% ($220.7K/$761.5M)	QoQ -29.90% (-$94.1K) YoY NEW(+$220.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	4.8K	QoQ +40.62% (+1.4K) YoY +27.17% (+1.0K)	All Managers (Combined)	$217.8K	0.0% ($217.8K/$761.5M)	QoQ +59.52% (+$81.3K) YoY +37.47% (+$59.4K)
FULTON FINANCIAL CORP(FULTcusip360271100)	12.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$216.7K	0.0% ($216.7K/$761.5M)	QoQ -7.03% (-$16.4K) YoY +12.64% (+$24.3K)