EVERMAY WEALTH MANAGEMENT LLC
Top Portfolio Positions
376 positions ·
$213,597,048 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
52,993 | $34,463,467 | 16.13% | |
| AAPL |
Apple Inc.
Technology
|
69,792 | $17,712,511 | 8.29% | |
| BHRB |
Burke & Herbert Financial Services Corp.
Financial Services
|
185,765 | $11,571,301 | 5.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
51,508 | $10,727,571 | 5.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,445 | $9,617,444 | 4.50% | |
| JMSB |
John Marshall Bancorp, Inc.
Financial Services
|
349,969 | $7,097,371 | 3.32% | |
| MSFT |
Microsoft Corp
Technology
|
17,357 | $6,425,040 | 3.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,021 | $5,301,057 | 2.48% | |
| NVDA |
Nvidia Corp
Technology
|
21,174 | $3,692,745 | 1.73% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,863 | $3,553,071 | 1.66% |
Portfolio Trend
Holdings in BIPH
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,584 | 3,200 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $111,168 | 3,200 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $105,248 | 3,200 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $107,200 | 3,200 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $95,328 | 3,200 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $101,728 | 3,200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $112,128 | 3,200 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $87,808 | 3,200 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $99,872 | 3,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,021 | 350 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,410 | 150 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,475 | 150 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,065 | 150 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,648 | 150 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $8,651 | 241 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,211 | 241 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $40,223 | 911 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,931 | 911 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,077 | 911 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $33,737 | 911 | Shares | Sole | 2021-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||