EVERMAY WEALTH MANAGEMENT LLC
Top Portfolio Positions
377 positions ·
$216,877,651 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 | 15.89% | |
| AAPL |
Apple Inc.
Technology
|
69,792 | $17,712,511 | 8.17% | |
| BHRB |
Burke & Herbert Financial Services Corp.
Financial Services
|
185,765 | $11,571,301 | 5.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
51,508 | $10,727,571 | 4.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,445 | $9,617,444 | 4.43% | |
| JMSB |
John Marshall Bancorp, Inc.
Financial Services
|
349,969 | $7,097,371 | 3.27% | |
| MSFT |
Microsoft Corp
Technology
|
17,357 | $6,425,040 | 2.96% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,021 | $5,301,057 | 2.44% | |
| NVDA |
Nvidia Corp
Technology
|
21,174 | $3,692,745 | 1.70% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,863 | $3,553,071 | 1.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EFSI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,262 | 2,609 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $103,838 | 2,609 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $98,698 | 2,609 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $79,887 | 2,609 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $85,549 | 2,609 | Shares | Sole | 2025-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||