Fund Holdings — EVERMAY WEALTH MANAGEMENT LLC

Total Portfolio Value
$623.58M
Total Bought
$38.00M
Total Sold
$65.33M
Net Transaction
-$27.33M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
▲▼
Change
▲▼
ISHARES TR205254,026+253,821525,5834.10%+25,578
SCHWAB STRATEGIC TR1,764,6931,743,757-20,936109,517112,36618.02%+2,849
VANGUARD INDEX FDS140,822140,568-25467,69370,52011.31%+2,827
APPLE INC(AAPL)61,62160,557-1,06410,56712,7542.05%+2,188
SPDR SER TR
ST STR P500ETF
38,49766,733+28,2362,3694,2710.68%+1,902
SPDR SER TR
ST STR P400MID
54,55186,243+31,6922,9104,4240.71%+1,515
SPDR SER TR
ST STR SP600 SML
112,327147,348+35,0214,8356,1190.98%+1,285
INNOVATOR ETFS TRUST
US EQT PWR BUF
031,830+31,83001,1030.18%+1,103
LABCORP HOLDINGS INC(LH)05,220+5,22001,0620.17%+1,062
SPDR S&P 500 ETF TR(SPY)58,52358,177-34630,70131,7565.09%+1,055
ISHARES TR51,88451,722-16227,27728,3044.54%+1,027
FVCBANKCORP INC(FVCB)17,85095,914+78,0642171,0470.17%+830
ALPHABET INC(GOOG)40,41237,343-3,0696,0996,8021.09%+703
NVIDIA CORPORATION(NVDA)2,00220,164+18,1621,8092,4910.40%+682
AMAZON COM INC(AMZN)45,44945,278-1718,1988,7501.40%+552
INNOVATOR ETFS TRUST
US EQTY PWR BUF
11,82326,827+15,0043849150.15%+531
MICROSOFT CORP(MSFT)19,07718,935-1428,0268,4631.36%+437
ELI LILLY & CO(LLY)4,1834,073-1103,2543,6880.59%+433
NEXTERA ENERGY INC(NEE)22,23425,179+2,9451,4211,7830.29%+362
WISDOMTREE TR(WT)289,384289,537+1538,5258,8691.42%+343
VANGUARD INDEX FDS7,7737,77302,6752,9100.47%+235
COSTCO WHSL CORP NEW(COST)2,1482,088-601,5741,7750.28%+201
ALPHABET INC(GOOG)6,9706,870-1001,0611,2600.20%+199
PFIZER INC(PFE)14,95620,592+5,6364155760.09%+161
SALESFORCE INC(CRM)1,8792,779+9005667140.11%+148
INTUITIVE SURGICAL INC205322+11751430.02%+138
ISHARES SILVER TR(SLV)35,92435,92408179550.15%+137
ISHARES GOLD TR(IAU)71,04271,04202,9843,1210.50%+136
BROADCOM INC(AVGO)936857-791,2411,3760.22%+135
PROCTER AND GAMBLE CO(PG)6,9877,684+6971,1341,2670.20%+134
VANGUARD INDEX FDS43,78042,945-83511,37811,5111.85%+133
APPLIED MATLS INC4,0404,04008339530.15%+120
ISHARES TR4,2744,263-111,4411,5540.25%+113
JPMORGAN CHASE & CO.(JPM)20,90521,225+3204,1874,2930.69%+106
PALO ALTO NETWORKS INC(PANW)1,6991,719+204835830.09%+100
VANECK ETF TRUST
GOLD MINERS ETF
41,43741,427-101,3101,4060.23%+95
META PLATFORMS INC(META)5,0765,07602,4652,5590.41%+95
ARCH CAP GROUP LTD
ORD
10,66610,66609861,0760.17%+90
PRICE T ROWE GROUP INC(TROW)1,0251,775+7501252050.03%+80
GE VERNOVA INC(GEV)0451+4510770.01%+77
MOODYS CORP(MCO)2,7422,74201,0781,1540.19%+77
TJX COS INC NEW(TJX)8,3588,35808489200.15%+73
ORACLE CORP(ORCL)4,5794,57905756470.10%+71
WALMART INC(WMT)6,2286,572+3443764450.07%+69
ANALOG DEVICES INC(ADI)119399+28024910.01%+68
EDWARDS LIFESCIENCES CORP22747+7252690.01%+67
AMGEN INC(AMGN)2,6472,616-317538170.13%+65
RTX CORPORATION(RTX)10,54110,883+3421,0281,0930.18%+64
SYNOPSYS INC(SNPS)1,3831,435+527908540.14%+64
ADOBE INC(ADBE)1,2141,21406136740.11%+62
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
01,200+1,2000570.01%+57
MATTHEWS ASIA FDS01,985+1,9850510.01%+51
NETFLIX INC(NFLX)73373304454950.08%+50
VANGUARD ADMIRAL FDS INC1,7291,728-15275760.09%+49
ARISTA NETWORKS INC80080002322800.04%+48
AMPHENOL CORP NEW3,4816,662+3,1814024490.07%+47
COCA COLA CO(KO)8,5198,829+3105255650.09%+40
CHEVRON CORP NEW(CVX)4,3534,647+2946877270.12%+40
VANECK ETF TRUST
JUNIOR GOLD MINE
20,27619,551-7257868230.13%+38
SCHWAB STRATEGIC TR19,18119,140-411,1711,2070.19%+36
VERISK ANALYTICS INC(VRSK)99599502352680.04%+34
UNITED THERAPEUTICS CORP DEL(UTHR)3733730861190.02%+33
EXXON MOBIL CORP11,68712,082+3951,3591,3910.22%+32
BROWN & BROWN INC(BRO)16,98016,98001,4861,5180.24%+32
VANGUARD INDEX FDS0125+1250310.01%+31
DUKE ENERGY CORP NEW(DUK)11,16411,069-951,0801,1090.18%+30
ISHARES TR
CORE MSCI EAFE
1,7452,168+4231301570.03%+28
COLGATE PALMOLIVE CO(CL)3,9363,93603543820.06%+28
TYLER TECHNOLOGIES INC(TYL)34634601471740.03%+27
SERVICENOW INC(NOW)598613+154564820.08%+26
UNITEDHEALTH GROUP INC(UNH)2,5702,548-221,2711,2970.21%+26
DANAHER CORPORATION(DHR)11,30611,402+962,8262,8520.46%+25
HONEYWELL INTL INC(HON)2,9742,97406106350.10%+25
HOWMET AEROSPACE INC(HWM)0314+3140240.00%+24
MERCADOLIBRE INC(MELI)18418402783020.05%+24
LEIDOS HOLDINGS INC(LDOS)1,4971,49701962180.04%+22
LAM RESEARCH CORP(LRCX)23423402282490.04%+22
SCHWAB STRATEGIC TR2,6282,62802442650.04%+22
MOTOROLA SOLUTIONS INC(MSI)69369302472680.04%+22
TEXAS INSTRS INC(TXN)1,0591,05901842060.03%+22
ADVANCED MICRO DEVICES INC(AMD)244389+14544630.01%+19
BROADSTONE NET LEASE INC(BNL)47,93048,509+5797557740.12%+19
VANGUARD INTL EQUITY INDEX F2,4212,742+3211421610.03%+19
QUALCOMM INC(QCOM)62662601061250.02%+19
NORTHROP GRUMMAN CORP(NOC)1,9582,188+2309379540.15%+17
BANK AMERICA CORP8,9288,92803393550.06%+17
SCHWAB STRATEGIC TR15,66715,495-1723964120.07%+16
AMERICAN EXPRESS CO(AXP)4,0414,04109209360.15%+16
VERTEX PHARMACEUTICALS INC(VRTX)30630601281430.02%+16
INVESCO QQQ TR412413+11831980.03%+15
VANGUARD MALVERN FDS120,333119,014-1,3195,7635,7770.93%+14
MCKESSON CORP(MCK)29429401581720.03%+14
SOLVENTUM CORP(SOLV)0250+2500130.00%+13
ISHARES TR1,6311,63101381510.02%+13
WELLS FARGO CO NEW(WFC)8,7018,70105045170.08%+12
BOOKING HOLDINGS INC(BKNG)6159-22212340.04%+12
PURE STORAGE INC(P)1,0001,000052640.01%+12
REGENERON PHARMACEUTICALS(REGN)13313301281400.02%+12
T-MOBILE US INC(TMUS)951947-41551670.03%+12
NOVARTIS AG(NVS)1,1761,17601141250.02%+11
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