HoldingsChannel.com
Evermay Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,029,088 -11,774 $72,232
     SCHX1,029,088-11,774$72,232
ISHARES TR (IJH) 198,645 -3,076 $38,589
     IJH198,645-3,076$38,589
JP MORGAN EXCHANGE TRADED FD (JPST) 703,279 +24,485 $35,438
     JPST703,279+24,485$35,438
VANGUARD INDEX FDS (VOO) 114,144 -550 $30,722
     VOO114,144-550$30,722
SPDR S&P 500 ETF TR (SPY) 87,867 -1,546 $25,745
     SPY87,867-1,546$25,745
PIMCO ETF TR (MINT) 162,468 +1,330 $16,531
     MINT162,468+1,330$16,531
ISHARES TR (IVV) 42,322 -1,500 $12,474
     IVV42,322-1,500$12,474
ISHARES TR (IJR) 158,542 +708 $12,411
     IJR158,542+708$12,411
VANGUARD INDEX FDS (VO) 39,206 -1,209 $6,554
     VO39,206-1,209$6,554
AMAZON COM INC 2,887 -204 $5,467
     AMZN2,887-204$5,467
APPLE INC 24,106 -275 $4,771
     AAPL24,106-275$4,771
PEPSICO INC 22,237 -1,637 $2,916
     PEP22,237-1,637$2,916
ISHARES TR (IWM) 18,262 -677 $2,840
     IWM18,262-677$2,840
SCHWAB STRATEGIC TR 38,155 -285 $2,727
     SCHA38,155-285$2,727
PFIZER INC 61,040 -3,075 $2,644
     PFE61,040-3,075$2,644
DANAHER CORPORATION 17,353 -463 $2,480
     DHR17,353-463$2,480
JPMORGAN CHASE & CO 21,393 +162 $2,392
     JPM21,393+162$2,392
ALPHABET INC 2,159 -108 $2,338
     GOOGL2,159-108$2,338
SANDY SPRING BANCORP INC 63,932 -7,200 $2,230
     SASR63,932-7,200$2,230
MICROSOFT CORP 16,035 -899 $2,148
     MSFT16,035-899$2,148
SCHWAB STRATEGIC TR 37,252 -670 $2,127
     SCHM37,252-670$2,127
VISA INC 10,938 -325 $1,898
     V10,938-325$1,898
HOME DEPOT INC 8,457 -504 $1,759
     HD8,457-504$1,759
VANGUARD TAX MANAGED INTL FD (VEA) 41,833 -3,698 $1,745
     VEA41,833-3,698$1,745
EXXON MOBIL CORP 22,421 -539 $1,718
     XOM22,421-539$1,718
MCCORMICK & CO INC      $1,698
     COM VTG10,954-205$1,698
JOHNSON & JOHNSON 11,712 -1,108 $1,631
     JNJ11,712-1,108$1,631
NORFOLK SOUTHERN CORP 8,077 -376 $1,610
     NSC8,077-376$1,610
FACEBOOK INC 7,953 -232 $1,535
     FB7,953-232$1,535
MERCK & CO INC 18,124 -71 $1,520
     MRK18,124-71$1,520
LATTICE STRATEGIES TR 49,751 +210 $1,401
     RODM49,751+210$1,401
INTEL CORP 29,083 +187 $1,392
     INTC29,083+187$1,392
BERKSHIRE HATHAWAY INC DEL      $1,352
     BRK.B6,343+886$1,352
VALERO ENERGY CORP NEW 15,652 +1,715 $1,340
     VLO15,652+1,715$1,340
NEXTERA ENERGY INC 6,456 -131 $1,323
     NEE6,456-131$1,323
CISCO SYS INC 22,167 -1,425 $1,213
     CSCO22,167-1,425$1,213
KINDER MORGAN INC DEL 53,310 -470 $1,113
     KMI53,310-470$1,113
DUKE ENERGY CORP NEW 12,031 +50 $1,062
     DUK12,031+50$1,062
DOMINION ENERGY INC 13,674 +41 $1,057
     D13,674+41$1,057
MCDONALDS CORP 4,926 -397 $1,023
     MCD4,926-397$1,023
VERIZON COMMUNICATIONS INC 17,820 +102 $1,018
     VZ17,820+102$1,018
UNITED TECHNOLOGIES CORP 7,681 UNCH $1,000
     UTX7,681UNCH$1,000
ABBVIE INC 12,854 -1,071 $935
     ABBV12,854-1,071$935
ISHARES TR (DVY) 9,378 +6 $934
     DVY9,378+6$934
COMCAST CORP NEW 21,955 -1,000 $928
     CMCSA21,955-1,000$928
LABORATORY CORP AMER HLDGS 5,139 -210 $889
     LH5,139-210$889
SCHWAB STRATEGIC TR 12,231 +308 $863
     SCHB12,231+308$863
GENERAL MTRS CO 22,046 -2,890 $849
     GM22,046-2,890$849
PROCTER AND GAMBLE CO 7,477 -12 $820
     PG7,477-12$820
TRAVELERS COMPANIES INC 5,197 -635 $777
     TRV5,197-635$777

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 06/30/2019: $360,010
At 03/31/2019: $353,682

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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