Evermay Wealth Management LLC
- SEC CIK
- 0001066816
- Latest filing
- Jul 27, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 10, 2021. Long positions only.
- Positions
- 174
- No 13F data for Q4 2020
- Portfolio value
- $500.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,046,034 | $100.5M | 20.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 170,833 | $62.2M | 12.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,001,318 | $50.8M | 10.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 126,324 | $32.9M | 6.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 73,508 | $29.1M | 5.8% | – | – | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 218,030 | $22.2M | 4.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 47,341 | $18.8M | 3.8% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 321,715 | $13.1M | 2.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 117,908 | $12.8M | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 96,865 | $11.8M | 2.4% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 40,733 | $9.02M | 1.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,906 | $8.99M | 1.8% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,097 | $4.33M | 0.9% | – | – | History |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 58,569 | $3.82M | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 16,132 | $3.80M | 0.8% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 24,879 | $3.79M | 0.8% | – | – | History |
| DHRDanaher Corp | Stock | 15,805 | $3.56M | 0.7% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 16,060 | $3.55M | 0.7% | – | – | – |
| HDHome Depot, Inc. | Stock | 9,237 | $2.82M | 0.6% | – | – | History |
| VVisa Inc. | Stock | 12,126 | $2.57M | 0.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 9,350 | $2.39M | 0.5% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 8,860 | $2.38M | 0.5% | – | – | History |
| NEENextera Energy Inc | Stock | 28,560 | $2.16M | 0.4% | – | – | History |
| PFEPfizer Inc | Stock | 57,152 | $2.07M | 0.4% | – | – | History |
| PEPPepsiCo Inc | Stock | 14,602 | $2.06M | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 12,263 | $2.02M | 0.4% | – | – | History |
| MKC.VMcCormick & Co Inc | COM VTG | 20,604 | $1.84M | 0.4% | – | – | History |
| DUKDuke Energy CORP | Stock | 17,657 | $1.70M | 0.3% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 6,598 | $1.68M | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 21,205 | $1.64M | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 5,476 | $1.61M | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 27,641 | $1.61M | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 7,039 | $1.58M | 0.3% | – | – | History |
| INTCIntel Corp | Stock | 22,245 | $1.42M | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 10,441 | $1.41M | 0.3% | – | – | History |
| SASRSandy Spring Bancorp Inc | COM | 31,317 | $1.36M | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 25,332 | $1.31M | 0.3% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 3,478 | $1.29M | 0.3% | – | – | History |
| MMM3M Co | Stock | 6,486 | $1.25M | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 8,831 | $1.25M | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 5,579 | $1.23M | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 577 | $1.19M | 0.2% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 11,497 | $1.15M | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 5,860 | $1.08M | 0.2% | – | – | History |
| TREXTrex Co Inc | COM | 11,719 | $1.07M | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 5,386 | $1.07M | 0.2% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,659 | $1.03M | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,838 | $1.00M | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 17,751 | $991.0K | 0.2% | – | – | History |
| CMCSAComcast Corp | Stock | 17,786 | $962.0K | 0.2% | – | – | History |
| ETNEaton Corp plc | Stock | 6,741 | $932.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 14,632 | $924.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 8,474 | $917.0K | 0.2% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 3,249 | $914.0K | 0.2% | – | – | History |
| DDominion Energy, Inc | Stock | 11,639 | $884.0K | 0.2% | – | – | History |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 29,512 | $877.0K | 0.2% | – | – | – |
| BNLBroadstone Net Lease, Inc. | COM | 47,870 | $876.0K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 2,455 | $865.0K | 0.2% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 4,878 | $829.0K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 6,079 | $810.0K | 0.2% | – | – | History |
| ACNAccenture plc | Stock | 2,920 | $807.0K | 0.2% | – | – | History |
| ROPRoper Technologies Inc | Stock | 1,964 | $792.0K | 0.2% | – | – | History |
| DHIHorton D R Inc | COM | 8,752 | $780.0K | 0.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,647 | $768.0K | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 5,248 | $713.0K | 0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 3,763 | $703.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 3,086 | $670.0K | 0.1% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 40,100 | $668.0K | 0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 4,989 | $667.0K | 0.1% | – | – | History |
| GEGeneral Electric Co | COM | 50,765 | $667.0K | 0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 2,027 | $656.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 12,315 | $649.0K | 0.1% | – | – | History |
| MDTMedtronic plc | Stock | 5,353 | $632.0K | 0.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 5,353 | $611.0K | 0.1% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 3,995 | $601.0K | 0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 1,243 | $591.0K | 0.1% | – | – | History |
| FISVFiserv Inc | Stock | 4,918 | $585.0K | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 14,765 | $571.0K | 0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 2,443 | $566.0K | 0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,734 | $566.0K | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 2,963 | $558.0K | 0.1% | – | – | History |
| SYKStryker Corp | Stock | 2,273 | $554.0K | 0.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 2,610 | $553.0K | 0.1% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,078 | $545.0K | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,317 | $537.0K | 0.1% | – | – | – |
| ELVElevance Health, Inc. | Stock | 1,485 | $533.0K | 0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 6,002 | $533.0K | 0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,155 | $527.0K | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,127 | $523.0K | 0.1% | – | – | History |
| FDXFedEx Corp | Stock | 1,795 | $510.0K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 2,035 | $506.0K | 0.1% | – | – | History |
| URIUnited Rentals, Inc. | COM | 1,505 | $496.0K | 0.1% | – | – | History |
| MSMorgan Stanley | Stock | 6,040 | $469.0K | 0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 3,878 | $465.0K | 0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 7,808 | $457.0K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 5,900 | $456.0K | 0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 6,740 | $446.0K | 0.1% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,068 | $443.0K | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,803 | $438.0K | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 1,222 | $435.0K | 0.1% | – | – | History |