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Evermay Wealth Management LLC

Q1 2022 Holdings

Filed 2022-05-16 | 542 holdings | $6.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Solaredge Technologies Inc(SEDG)COM83417M104$2086440.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$2081,7950.0%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$2102,8100.0%
Texas Instrs Inc(TXN)COM882508104$2111,1510.0%
PPG Inds Inc(PPG)COM693506107$2181,6660.0%
Walgreens Boots Alliance Inc(WBA)COM931427108$2224,9500.0%
Fiserv Inc(FISV)COM337738108$2232,1960.0%
United Bankshares Inc West V(UBSI)COM909907107$2246,4260.0%
American WTR WKS Co Inc New(AWK)COM030420103$2241,3550.0%
CVS Health Corp(CVS)COM126650100$2252,2250.0%
Leidos Holdings Inc(LDOS)COM525327102$2272,1000.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$2291,7880.0%
Philip Morris Intl Inc(PM)COM718172109$2302,4510.0%
Ecolab Inc(ECL)COM278865100$2301,3030.0%
Verisk Analytics Inc(VRSK)COM92345Y106$2311,0750.0%
Fortive Corp(FTV)COM34959J108$2363,8700.0%
Vulcan Matls Co(VMC)COM929160109$2391,3000.0%
Vanguard BD Index FDS(VUSB)VANGUARD ULTRA92203C303$2414,8740.0%
Verb Technology Co IncCOM92337U104$247260,5610.0%
Synopsys Inc(SNPS)COM871607107$2527550.0%
Blackstone Inc(BX)COM09260D107$2542,0000.0%
Proshares TR(CSM)LARGE CAP CRE74347R248$2554,7320.0%
Pimco ETF TR(STPZ)1-5 US TIP IDX72201R205$2574,7090.0%
Vanguard World FDS(VAW)MATERIALS ETF92204A801$2621,3500.0%
Vanguard Admiral FDS Inc(VIOO)SMLLCP 600 IDX921932828$2671,3480.0%
General Dynamics Corp(GD)COM369550108$2761,1450.0%
Dollar Tree Inc(DLTR)COM256746108$2841,7750.0%
Magellan Midstream Prtnrs LP(WEP)COM UNIT RP LP559080106$2905,9120.0%
Fastenal Co(FAST)COM311900104$2914,8990.0%
Walmart Inc(WMT)COM931142103$2961,9900.0%
Fvcbankcorp Inc(FVCB)COM36120Q101$29614,2810.0%
L3harris Technologies Inc(LHX)COM502431109$2971,1940.0%
Lowes COS Inc(LOW)COM548661107$3141,5540.0%
Quest Diagnostics Inc(DGX)COM74834L100$3152,3040.0%
Jacobs Engr Group Inc(JECUSD)COM469814107$3202,3200.0%
Colgate Palmolive Co(CL)COM194162103$3214,2390.0%
Exxon Mobil Corp(XOM)COM30231G102$3223,9000.0%
Invesco Exch Traded FD TR II(PCY)EMRNG MKT SVRG46138E784$33514,8360.0%
BlackRock Inc(BLKCHF)COM09247X101$3384420.0%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$3383,0120.0%
Ishares TR(IWR)RUS MID CAP ETF464287499$3404,3590.0%
Emerson Elec Co(EMR)COM291011104$3413,4790.0%
Spdr DOW Jones Indl Average(DIA)UT SER 178467X109$3429860.0%
General Mtrs Co(GM)COM37045V100$3437,8530.0%
Chevron Corp New(CVX)COM166764100$3432,1090.0%
Nike Inc(NKE)CL B654106103$3472,5790.0%
Ball Corp(BALL)COM058498106$3644,0490.0%
Ishares TR(IGSB)ISHS 1-5YR INVS464288646$3657,0660.0%
Mondelez Intl Inc(MDLZ)CL A609207105$3685,8540.0%
Microchip Technology Inc.(MCHP)COM595017104$3704,9220.0%
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