HoldingsChannel.com
Evermay Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,073,771 +24,112 $65,768
     SCHX1,073,771+24,112$65,768
J P MORGAN EXCHANGE TRADED F (JPST) 848,102 +36,006 $42,125
     JPST848,102+36,006$42,125
VANGUARD INDEX FDS (VOO) 150,396 +36,564 $35,617
     VOO150,396+36,564$35,617
ISHARES TR (IJH) 168,467 -34,723 $24,236
     IJH168,467-34,723$24,236
SPDR S&P 500 ETF TR (SPY) 84,484 -1,623 $21,776
     SPY84,484-1,623$21,776
PIMCO ETF TR (MINT) 172,194 -4,441 $17,044
     MINT172,194-4,441$17,044
ISHARES TR (IVV) 43,544 +620 $11,252
     IVV43,544+620$11,252
APPLE INC 28,512 +999 $7,250
     AAPL28,512+999$7,250
ISHARES TR (IJR) 126,805 -44,081 $7,115
     IJR126,805-44,081$7,115
AMAZON COM INC 3,202 +162 $6,243
     AMZN3,202+162$6,243
VANGUARD INDEX FDS (VO) 40,302 +1,392 $5,306
     VO40,302+1,392$5,306
ALPHABET INC 2,449 -8 $2,846
     GOOGL2,449-8$2,846
MICROSOFT CORP 17,390 +1,758 $2,743
     MSFT17,390+1,758$2,743
DANAHER CORPORATION 19,062 +2,094 $2,638
     DHR19,062+2,094$2,638
JPMORGAN CHASE & CO 25,921 +1,046 $2,334
     JPM25,921+1,046$2,334
VISA INC 13,417 +1,192 $2,162
     V13,417+1,192$2,162
ISHARES TR (IWM) 18,794 -453 $2,151
     IWM18,794-453$2,151
HOME DEPOT INC 9,860 +425 $1,841
     HD9,860+425$1,841
PFIZER INC 55,100 -1,070 $1,798
     PFE55,100-1,070$1,798
BERKSHIRE HATHAWAY INC DEL      $1,770
     BRK.B9,684+57$1,770
NEXTERA ENERGY INC 7,357 +640 $1,770
     NEE7,357+640$1,770
INTEL CORP 32,613 -317 $1,765
     INTC32,613-317$1,765
PEPSICO INC 13,822 -462 $1,660
     PEP13,822-462$1,660
JOHNSON & JOHNSON 11,478 +250 $1,505
     JNJ11,478+250$1,505
MCCORMICK & CO INC      $1,467
     COM VTG10,302-513$1,467
DOMINION ENERGY INC 19,085 +4,661 $1,378
     D19,085+4,661$1,378
MERCK & CO. INC 17,789 +140 $1,369
     MRK17,789+140$1,369
VERIZON COMMUNICATIONS INC 25,331 +1,555 $1,361
     VZ25,331+1,555$1,361
VANGUARD TAX MANAGED INTL FD (VEA) 39,677 +2,955 $1,323
     VEA39,677+2,955$1,323
WISDOMTREE TR 50,618 +50,618 $1,236
     XSOE50,618+50,618$1,236
FACEBOOK INC 7,283 -80 $1,215
     FB7,283-80$1,215
NORFOLK SOUTHERN CORP 8,146 -218 $1,189
     NSC8,146-218$1,189
UNITEDHEALTH GROUP INC 4,439 +1,607 $1,107
     UNH4,439+1,607$1,107
DUKE ENERGY CORP NEW 13,650 +630 $1,104
     DUK13,650+630$1,104
SCHWAB STRATEGIC TR 19,585 +14,000 $1,013
     SCHO19,585+14,000$1,013
SANDY SPRING BANCORP INC 44,718 -8,078 $1,012
     SASR44,718-8,078$1,012
CISCO SYS INC 25,423 +816 $999
     CSCO25,423+816$999
MCDONALDS CORP 5,839 +445 $965
     MCD5,839+445$965
LATTICE STRATEGIES TR 42,159 -13,632 $929
     RODM42,159-13,632$929
VANGUARD INTL EQUITY INDEX F (VWO) 26,863 +12,284 $901
     VWO26,863+12,284$901
LABORATORY CORP AMER HLDGS 6,948 -498 $878
     LH6,948-498$878
PROCTER & GAMBLE CO 7,892 +290 $868
     PG7,892+290$868
DISNEY WALT CO 8,832 +2,438 $853
     DIS8,832+2,438$853
SCHWAB STRATEGIC TR 16,013 -21,740 $825
     SCHA16,013-21,740$825
BRISTOL MYERS SQUIBB CO 14,757 -645 $823
     BMY14,757-645$823
UNITED TECHNOLOGIES CORP 8,126 -667 $767
     UTX8,126-667$767
EATON CORP PLC 9,660 +20 $750
     ETN9,660+20$750
EXXON MOBIL CORP 19,569 -2,815 $743
     XOM19,569-2,815$743
ABBVIE INC 9,557 -671 $728
     ABBV9,557-671$728
COMCAST CORP NEW 21,170 -1,725 $728
     CMCSA21,170-1,725$728

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 03/31/2020: $329,499
At 12/31/2019: $406,691

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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