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Evermay Wealth Management LLC

Q3 2022 Holdings

Filed 2022-11-14 | 540 holdings | $15.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Walgreens Boots Alliance Inc(WBA)COM931427108$1554,9500.0%
Ishares TR(IWO)RUS 2000 GRW ETF464287648$1567530.0%
Motorola Solutions Inc(MSI)COM NEW620076307$1566930.0%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$1572,8100.0%
Lockheed Martin Corp(LMT)COM539830109$1584090.0%
Townebank Portsmouth VA(TOWN)COM89214P109$1626,0000.0%
Amphenol Corp New(APH)CL A032095101$1642,4370.0%
Ishares TR(IGSB)ISHS 1-5YR INVS464288646$1653,3420.0%
Texas Instrs Inc(TXN)COM882508104$1661,0730.0%
Spdr SER TR(SLYV)S&P 600 SMCP VAL78464A300$1692,5150.0%
Linde PLC(LIN)SHSG5494J103$1706310.0%
US Bancorp del(USB)COM NEW902973304$1714,1980.0%
Ecolab Inc(ECL)COM278865100$1791,2330.0%
Leidos Holdings Inc(LDOS)COM525327102$1802,0600.0%
Renew Energy Global PLC(RNW)CL A SHSG7500M104$18130,0000.0%
Verisk Analytics Inc(VRSK)COM92345Y106$1831,0750.0%
Ball Corp(BALL)COM058498106$1863,8490.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$1871,7880.0%
Fulton Finl Corp PA(FULT)COM360271100$19111,9790.0%
Nike Inc(NKE)CL B654106103$1962,3490.0%
Select Sector Spdr TR(XLE)ENERGY81369Y506$1972,7350.0%
Proshares TR(CSM)LARGE CAP CRE74347R248$2004,7320.0%
Vanguard World FDS(VAW)MATERIALS ETF92204A801$2011,3500.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$2021,9670.0%
Philip Morris Intl Inc(PM)COM718172109$2052,4360.0%
Vulcan Matls Co(VMC)COM929160109$2051,3000.0%
General MLS Inc(GIS)COM370334104$2052,6750.0%
CVS Health Corp(CVS)COM126650100$2122,2250.0%
Blackstone Inc(BX)COM09260D107$2152,5650.0%
United Bankshares Inc West V(UBSI)COM909907107$2165,9890.0%
Vanguard Admiral FDS Inc(VIOO)SMLLCP 600 IDX921932828$2231,3820.0%
Fortive Corp(FTV)COM34959J108$2263,8700.0%
Fastenal Co(FAST)COM311900104$2315,0240.0%
Dollar Tree Inc(DLTR)COM256746108$2371,7400.0%
Quest Diagnostics Inc(DGX)COM74834L100$2462,0060.0%
Synopsys Inc(SNPS)COM871607107$2488130.0%
Spdr DOW Jones Indl Average(DIA)UT SER 178467X109$2488610.0%
Emerson Elec Co(EMR)COM291011104$2483,3840.0%
Walmart Inc(WMT)COM931142103$2491,9170.0%
Ishares TR(IWR)RUS MID CAP ETF464287499$2524,0590.0%
CSX Corp(CSX)COM126408103$2659,9630.0%
Salesforce Inc(CRM)COM79466L302$2661,8490.0%
Dominion Energy Inc(D)COM25746U109$2703,9090.0%
Fvcbankcorp Inc(FVCB)COM36120Q101$27414,2810.0%
Tesla Inc(TSLA)COM88160R101$2751,0380.0%
Jacobs Solutions Inc(J)COM46982L108$2772,5470.0%
Magellan Midstream Prtnrs LP(WEP)COM UNIT RP LP559080106$2815,9120.0%
Microchip Technology Inc.(MCHP)COM595017104$2824,6220.0%
BlackRock Inc(BLKCHF)COM09247X101$2915290.0%
Lowes COS Inc(LOW)COM548661107$2921,5540.0%
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