• 13F History

EVERMAY WEALTH MANAGEMENT LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$660M
Signature - Title
Kris L. Sumner - Chief Compliance Officer
Location
Arlington, VA
Summary
This page shows a list of all the recent 13F filings made by EVERMAY WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EVERMAY WEALTH MANAGEMENT LLC reported 573 stock holdings with total value $660M as of Q4 2024. Top holdings included SCHX, VOO, IJH, SPY, and SPTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 573 $660M +$137M -$18.8M +$118M SCHX, VOO, IJH, SPY, SPTI 13F-HR 1/23/2025, 09:37 PM
Q3 2024 587 $622M +$13.3M -$50.6M -$37.3M SCHX, VOO, IJH, SPY, IVV 13F-HR 10/25/2024, 03:07 PM
Q2 2024 607 $624M +$13.8M -$60.1M -$46.3M SCHX, VOO, IJH, SPY, IVV 13F-HR 8/1/2024, 01:52 PM
Q1 2024 610 $662M +$127M -$12.2M +$114M SCHX, VOO, IJH, SCHO, SGOV 13F-HR 5/13/2024, 06:23 PM
Q4 2023 676 $542M +$49.8M -$46.5M +$3.27M SCHX, VOO, IJH, SCHO, SPY 13F-HR 2/9/2024, 08:34 PM
Q3 2023 584 $489M +$25M -$37.3M -$12.2M SCHX, VOO, IJH, SPY, JPST 13F-HR 11/13/2023, 07:13 PM
Q2 2023 553 $520M +$11.6M -$17.7M -$6.1M SCHX, VOO, JPST, IJH, SPY 13F-HR 8/10/2023, 12:39 PM
Q1 2023 537 $496M +$9.17M -$24.2M -$15M SCHX, VOO, JPST, IJH, SPY 13F-HR 5/15/2023, 12:49 PM
Q4 2022 565 $491M +$11.5M -$52.7M -$41.3M SCHX, VOO, JPST, IJH, SPY 13F-HR 1/19/2023, 09:08 AM
Q3 2022 490 $503M +$21.2M -$7.56M +$13.7M SCHX, JPST, VOO, IJH, SPY 13F-HR 11/14/2022, 12:09 PM
Q2 2022 493 $515M +$41.6M -$35.3M +$6.34M SCHX, JPST, VOO, IJH, MINT 13F-HR 8/15/2022, 12:30 PM
Q1 2022 504 $596M +$136M -$16.1M +$120M SCHX, VOO, JPST, IJH, SPY 13F-HR 5/16/2022, 01:10 PM
Q4 2021 492 $560M +$12.6M -$9.24M +$3.32M SCHX, VOO, JPST, IJH, SPY 13F-HR 2/14/2022, 08:01 AM
Q3 2021 441 $516M +$7.1M -$26.9M -$19.8M SCHX, VOO, JPST, IJH, SPY Restatement 11/12/2021, 03:14 PM
Q2 2021 497 $540M +$21.2M -$11.4M +$9.77M SCHX, VOO, JPST, IJH, SPY 13F-HR 8/12/2021, 07:22 PM
Q1 2021 174 $500M +$31.5M -$9.36M +$22.1M SCHX, VOO, JPST, IJH, SPY 13F-HR 5/10/2021, 05:06 PM
Q4 2020 171 $454M +$19.9M -$14.4M +$5.51M SCHX, VOO, JPST, SPY, IJH 13F-HR 2/16/2021, 08:44 AM
Q3 2020 157 $407M +$14.9M -$5.43M +$9.5M SCHX, VOO, JPST, SPY, IJH 13F-HR 11/5/2020, 02:31 PM
Q2 2020 152 $380M +$26.9M -$30.8M -$3.84M SCHX, VOO, JPST, SPY, IJH 13F-HR 7/20/2020, 02:50 PM
Q1 2020 135 $329M +$19.6M -$13.8M +$5.88M SCHX, JPST, VOO, IJH, SPY 13F-HR 4/24/2020, 04:37 PM
Q4 2019 160 $407M +$21.5M -$3.09M +$18.4M SCHX, IJH, JPST, VOO, SPY 13F-HR 2/10/2020, 04:35 PM
Q3 2019 149 $367M +$10M -$3.85M +$6.17M SCHX, IJH, JPST, VOO, SPY 13F-HR 10/29/2019, 03:18 PM
Q2 2019 146 $360M +$4.28M -$7M -$2.72M SCHX, IJH, JPST, VOO, SPY 13F-HR 7/23/2019, 04:28 PM
Q1 2019 146 $354M +$13.2M -$2.46M +$10.7M SCHX, IJH, JPST, VOO, SPY 13F-HR 5/3/2019, 04:31 PM
Q4 2018 131 $309M +$46.1M -$7.21M +$38.9M SCHX, IJH, JPST, VOO, SPY 13F-HR 1/24/2019, 03:05 PM
Q3 2018 146 $320M +$9.92M -$6.22M +$3.7M SCHX, IJH, VOO, SPY, IJR 13F-HR 10/29/2018, 09:53 AM
Q2 2018 132 $300M +$5.4M -$3.65M +$1.75M SCHX, IJH, VOO, SPY, MINT 13F-HR 8/3/2018, 05:36 PM
Q1 2018 132 $290M +$33.8M -$6.07M +$27.7M SCHX, IJH, VOO, SPY, MINT 13F-HR 5/4/2018, 05:26 PM
Q4 2017 141 $273M +$33.8M -$3.53M +$30.3M SCHX, IJH, VOO, SPY, MINT 13F-HR 2/7/2018, 03:02 PM
Q3 2017 100 $230M +$6.54M -$7.63M -$1.09M SCHX, IJH, VOO, SPY, MINT 13F-HR 10/23/2017, 04:19 PM
Q2 2017 99 $226M +$5.9M -$6.33M -$438K SCHX, IJH, SPY, VOO, MINT 13F-HR 8/1/2017, 05:34 PM
Q1 2017 101 $223M +$16.7M -$1.87M +$14.8M SCHX, IJH, SPY, VOO, MINT 13F-HR 5/9/2017, 09:00 PM
Q4 2016 81 $204M +$5.84M -$6.58M -$741K SCHX, IJH, SPY, VOO, SCHO 13F-HR 2/1/2017, 01:29 PM
Q3 2016 75 $199M +$6.39M -$3.31M +$3.08M SCHX, IJH, SPY, VOO, SCHO 13F-HR 11/1/2016, 01:16 PM
Q2 2016 78 $191M +$10.8M -$2.18M +$8.6M SCHX, IJH, SPY, VOO, SCHO 13F-HR 8/3/2016, 11:03 AM
Q1 2016 73 $178M +$9.26M -$1.16M +$8.1M SCHX, SPY, IJH, VOO, SCHO 13F-HR 5/9/2016, 12:02 PM
Q4 2015 76 $170M +$23.1M -$18.3M +$4.8M SCHX, SPY, IJH, VOO, SCHO 13F-HR 2/4/2016, 04:48 PM
Q3 2015 81 $167M +$17.7M -$573K +$17.1M SCHX, IJH, SPY, VNQ, AMJ 13F-HR 11/3/2015, 01:21 PM
Q2 2015 84 $168M +$7.44M -$3.36M +$4.08M SCHX, SPY, IJH, VNQ, AMJ 13F-HR 8/6/2015, 01:28 PM
Q1 2015 87 $169M +$19.2M -$2.96M +$16.2M SCHX, SPY, IJH, VNQ, AMJ 13F-HR 4/30/2015, 06:32 AM
Q4 2014 83 $149M +$36M -$1.56M +$34.5M SCHX, SPY, IJH, VNQ, AMJ 13F-HR 2/4/2015, 03:59 PM
Q3 2014 80 $116M +$4.88M -$1.26M +$3.62M SPY, SCHX, IJH, IJR, SCHD 13F-HR 11/4/2014, 04:09 PM
Q2 2014 79 $115M +$23.4M -$2.58M +$20.8M SPY, IJH, SCHX, IJR, SCHD 13F-HR 8/6/2014, 09:10 AM
Q1 2014 65 $93.9M +$24.3M -$1.97M +$22.4M SPY, IJH, SCHX, VYM, IWM 13F-HR 5/9/2014, 11:39 AM
Q4 2013 45 $71.7M SPY, IJH, VYM, IWM, MINT 13F-HR 2/14/2014, 09:50 AM