HoldingsChannel.com
Evermay Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,027,159 -1,929 $72,856
     SCHX1,027,159-1,929$72,856
ISHARES TR (IJH) 202,151 +3,506 $39,062
     IJH202,151+3,506$39,062
JP MORGAN EXCHANGE TRADED FD (JPST) 729,119 +25,840 $36,766
     JPST729,119+25,840$36,766
VANGUARD INDEX FDS (VOO) 116,071 +1,927 $31,641
     VOO116,071+1,927$31,641
SPDR S&P 500 ETF TR (SPY) 87,009 -858 $25,822
     SPY87,009-858$25,822
PIMCO ETF TR (MINT) 172,878 +10,410 $17,587
     MINT172,878+10,410$17,587
ISHARES TR (IVV) 43,117 +795 $12,871
     IVV43,117+795$12,871
ISHARES TR (IJR) 164,493 +5,951 $12,804
     IJR164,493+5,951$12,804
VANGUARD INDEX FDS (VO) 39,014 -192 $6,539
     VO39,014-192$6,539
APPLE INC 25,081 +975 $5,617
     AAPL25,081+975$5,617
AMAZON COM INC 2,871 -16 $4,984
     AMZN2,871-16$4,984
ISHARES TR (IWM) 19,747 +1,485 $2,989
     IWM19,747+1,485$2,989
SCHWAB STRATEGIC TR 37,844 -311 $2,639
     SCHA37,844-311$2,639
JPMORGAN CHASE & CO 21,654 +261 $2,548
     JPM21,654+261$2,548
ALPHABET INC 2,078 -81 $2,538
     GOOGL2,078-81$2,538
DANAHER CORPORATION 17,163 -190 $2,479
     DHR17,163-190$2,479
MICROSOFT CORP 16,280 +245 $2,263
     MSFT16,280+245$2,263
PFIZER INC 61,558 +518 $2,212
     PFE61,558+518$2,212
SCHWAB STRATEGIC TR 37,252 UNCH $2,106
     SCHM37,252UNCH$2,106
SANDY SPRING BANCORP INC 62,307 -1,625 $2,100
     SASR62,307-1,625$2,100
HOME DEPOT INC 8,317 -140 $1,930
     HD8,317-140$1,930
VISA INC 11,191 +253 $1,925
     V11,191+253$1,925
PEPSICO INC 13,317 -8,920 $1,826
     PEP13,317-8,920$1,826
MCCORMICK & CO INC      $1,702
     COM VTG10,924+10,924$1,702
EXXON MOBIL CORP 23,082 +661 $1,630
     XOM23,082+661$1,630
VANGUARD TAX MANAGED INTL FD (VEA) 38,380 -3,453 $1,577
     VEA38,380-3,453$1,577
BERKSHIRE HATHAWAY INC DEL      $1,555
     BRK.B7,472+1,129$1,555
MERCK & CO INC 18,449 +325 $1,553
     MRK18,449+325$1,553
INTEL CORP 29,517 +434 $1,521
     INTC29,517+434$1,521
NEXTERA ENERGY INC 6,351 -105 $1,480
     NEE6,351-105$1,480
LATTICE STRATEGIES TR 50,583 +832 $1,410
     RODM50,583+832$1,410
NORFOLK SOUTHERN CORP 7,727 -350 $1,388
     NSC7,727-350$1,388
VALERO ENERGY CORP NEW 16,243 +591 $1,385
     VLO16,243+591$1,385
JOHNSON & JOHNSON 10,695 -1,017 $1,384
     JNJ10,695-1,017$1,384
FACEBOOK INC 7,368 -585 $1,312
     FB7,368-585$1,312
VERIZON COMMUNICATIONS INC 20,741 +2,921 $1,252
     VZ20,741+2,921$1,252
MCDONALDS CORP 5,512 +586 $1,183
     MCD5,512+586$1,183
DUKE ENERGY CORP NEW 12,154 +123 $1,165
     DUK12,154+123$1,165
CISCO SYS INC 23,182 +1,015 $1,145
     CSCO23,182+1,015$1,145
KINDER MORGAN INC DEL 54,897 +1,587 $1,131
     KMI54,897+1,587$1,131
DOMINION ENERGY INC 13,574 -100 $1,100
     D13,574-100$1,100
UNITED TECHNOLOGIES CORP 8,013 +332 $1,094
     UTX8,013+332$1,094
COMCAST CORP NEW 22,820 +865 $1,029
     CMCSA22,820+865$1,029
PROCTER & GAMBLE CO 7,541 +64 $938
     PG7,541+64$938
LABORATORY CORP AMER HLDGS 5,390 +251 $906
     LH5,390+251$906
ISHARES TR (DVY) 8,726 -652 $890
     DVY8,726-652$890
SCHWAB STRATEGIC TR 12,381 +150 $879
     SCHB12,381+150$879
ABBVIE INC 11,116 -1,738 $842
     ABBV11,116-1,738$842
DISNEY WALT CO 6,424 +1,145 $837
     DIS6,424+1,145$837
VANGUARD INTL EQUITY INDEX F (VWO) 19,510 +3,251 $785
     VWO19,510+3,251$785

See Full List: All Stocks Held By Evermay Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Evermay Wealth Management LLC

Size ($ in 1000's)
At 09/30/2019: $366,851
At 06/30/2019: $360,010

Evermay Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Evermay Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Evermay Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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