EVERMAY WEALTH MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1066816
Institutional-grade research for retail investors
13F Reported Value
ⓘ$902.1M
Holdings
594
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
EVERMAY WEALTH MANAGEMENT LLC disclosed 594 positions worth $902.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 18 new positions and exited 26 — including a new stake in $BHRB and a full exit from $TYL. The portfolio is most concentrated in Other (79.4% of disclosed assets). All figures are sourced directly from EVERMAY WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1066816.
AI Fund Analysis
StableSPDR SERIES TRUST
15.6% weight
Held 6 quarters
SCHWAB STRATEGIC TR
12.4% weight
Held 9 quarters
SPDR SERIES TRUST
10.0% weight
Held 6 quarters
VANGUARD INDEX FDS
7.8% weight
Held 9 quarters
ISHARES TR
4.4% weight
Held 9 quarters
SPDR SERIES TRUST
8 quarters accumulating
SPDR SERIES TRUST
8 quarters accumulating
SPDR SERIES TRUST
8 quarters accumulating
$PANW8 quarters accumulating
DIMENSIONAL ETF TRUST
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST
—Quality
$140.9M4,915,972 shSCHWAB STRATEGIC TR
—Quality
$112.0M4,368,968 shSPDR SERIES TRUST
—Quality
$90.5M3,101,110 shVANGUARD INDEX FDS
—Quality
$70.7M118,344 shISHARES TR
—Quality
$40.0M591,793 sh- —
Quality
$34.6M52,993 sh ISHARES TR
—Quality
$25.6M39,263 shSPDR SERIES TRUST
—Quality
$21.7M283,446 shSPDR SERIES TRUST
—Quality
$19.6M331,194 sh- 76.1
Quality
$17.7M69,792 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $140.9M | 4,915,972 |
| SCHWAB STRATEGIC TR | — | $112.0M | 4,368,968 |
| SPDR SERIES TRUST | — | $90.5M | 3,101,110 |
| VANGUARD INDEX FDS | — | $70.7M | 118,344 |
| ISHARES TR | — | $40.0M | 591,793 |
 SPDR S&P 500 ETF TRUST$SPY | — | $34.6M | 52,993 |
| ISHARES TR | — | $25.6M | 39,263 |
| SPDR SERIES TRUST | — | $21.7M | 283,446 |
| SPDR SERIES TRUST | — | $19.6M | 331,194 |
 Apple Inc.$AAPL | 76.1 | $17.7M | 69,792 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of EVERMAY WEALTH MANAGEMENT LLC's 594 positions.
Showing top 10 of 594 holdings.
Sector Allocation
Other
$716.0M
Technology
$60.9M
Financials
$50.1M
Consumer Discretionary
$22.0M
Industrials
$14.5M
Healthcare
$13.9M
Consumer Staples
$5.8M
Energy
$5.4M
Full Holdings — EVERMAY WEALTH MANAGEMENT LLC (Q1 2026)
All 594 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $140.9M | 15.6% | +6% | — |
| 2 | — | SCHWAB STRATEGIC TR | $112.0M | 12.4% | -2% | — |
| 3 | — | SPDR SERIES TRUST | $90.5M | 10.0% | +14% | — |
| 4 | — | VANGUARD INDEX FDS | $70.7M | 7.8% | -2% | — |
| 5 | — | ISHARES TR | $40.0M | 4.4% | -3% | — |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $34.6M | 3.8% | -1% | — |
| 7 | — | ISHARES TR | $25.6M | 2.8% | -1% | — |
| 8 | — | SPDR SERIES TRUST | $21.7M | 2.4% | +14% | — |
| 9 | — | SPDR SERIES TRUST | $19.6M | 2.2% | +8% | — |
| 10 | $AAPL | Apple Inc. | $17.7M | 2.0% | +23% | 76.1 |
| 11 | — | DIMENSIONAL ETF TRUST | $17.0M | 1.9% | +19% | — |
| 12 | — | SPDR SERIES TRUST | $15.5M | 1.7% | +5% | — |
| 13 | — | ISHARES INC | $14.4M | 1.6% | +5% | — |
| 14 | — | VANGUARD WHITEHALL FDS | $11.9M | 1.3% | -3% | — |
| 15 |  $BHRB | Burke & Herbert Financial Services Corp. | $11.6M | 1.3% | NEW | — |
| 16 | — | ISHARES TR | $11.3M | 1.3% | -2% | — |
| 17 |  $AMZN | AMAZON COM INC | $10.7M | 1.2% | +1% | 74.6 |
| 18 | — | VANGUARD INDEX FDS | $9.9M | 1.1% | -8% | — |
| 19 |  $GOOG | Alphabet Inc. | $9.6M | 1.1% | -1% | 80.2 |
| 20 | — | VANGUARD INDEX FDS | $8.7M | 1.0% | -4% | — |
| 21 |  $JMSB | John Marshall Bancorp, Inc. | $7.1M | 0.8% | +0% | — |
| 22 |  $MSFT | MICROSOFT CORP | $6.4M | 0.7% | +2% | 83.7 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $5.3M | 0.6% | -2% | 35.6 |
| 24 | — | WISDOMTREE TR | $5.1M | 0.6% | -4% | — |
| 25 | — | ISHARES TR | $4.6M | 0.5% | -8% | — |
| 26 | — | J P MORGAN EXCHANGE TRADED F | $4.2M | 0.5% | -2% | — |
| 27 | — | VANGUARD INDEX FDS | $3.7M | 0.4% | +11% | — |
| 28 |  $NVDA | NVIDIA CORP | $3.7M | 0.4% | -0% | 90.2 |
| 29 |  $LLY | ELI LILLY & Co | $3.6M | 0.4% | +2% | 89.3 |
| 30 | — | ISHARES TR | $3.5M | 0.4% | -2% | — |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.3M | 0.4% | -1% | 64.5 |
| 32 | — | VANGUARD INDEX FDS | $3.2M | 0.3% | -4% | — |
| 33 | — | ISHARES TR | $3.1M | 0.3% | -19% | — |
| 34 | — | ISHARES TR | $3.1M | 0.3% | +2% | — |
| 35 | — | INNOVATOR ETFS TRUST | $2.7M | 0.3% | -0% | — |
| 36 |  $META | Meta Platforms, Inc. | $2.6M | 0.3% | +0% | 80.9 |
| 37 | — | VANGUARD TAX-MANAGED FDS | $2.5M | 0.3% | +4% | — |
| 38 |  $V | VISA INC. | $2.5M | 0.3% | -2% | 83.5 |
| 39 |  $AVGO | Broadcom Inc. | $2.4M | 0.3% | +3% | 86.4 |
| 40 | — | VANECK ETF TRUST | $2.4M | 0.3% | -17% | — |
| 41 |  $IAUM | iShares Gold Trust Micro | $2.3M | 0.3% | -17% | — |
| 42 |  $CAT | CATERPILLAR INC | $2.3M | 0.3% | +1% | 67.8 |
| 43 | — | VANGUARD INDEX FDS | $2.2M | 0.3% | -1% | — |
| 44 |  $HD | HOME DEPOT, INC. | $2.1M | 0.2% | -3% | 69.2 |
| 45 |  $RTX | RTX Corp | $2.0M | 0.2% | -0% | 70 |
| 46 |  $NEE | NEXTERA ENERGY INC | $2.0M | 0.2% | -0% | 71.7 |
| 47 | — | ISHARES TR | $2.0M | 0.2% | -13% | — |
| 48 |  $GOOGL | Alphabet Inc. | $1.9M | 0.2% | -3% | 80.2 |
| 49 |  $XOM | EXXON MOBIL CORP | $1.8M | 0.2% | -3% | 61.8 |
| 50 |  $DHR | DANAHER CORP /DE/ | $1.8M | 0.2% | +1% | 63.9 |
| 51 | — | ISHARES TR | $1.8M | 0.2% | +0% | — |
| 52 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.8M | 0.2% | +4% | 67 |
| 53 |  $MLM | MARTIN MARIETTA MATERIALS INC | $1.8M | 0.2% | +0% | 67.6 |
| 54 |  $SLV | iShares Silver Trust | $1.7M | 0.2% | -20% | — |
| 55 |  $MRK | Merck & Co., Inc. | $1.7M | 0.2% | -1% | 70.9 |
| 56 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.5M | 0.2% | -2% | 60.5 |
| 57 |  $MCD | MCDONALDS CORP | $1.5M | 0.2% | -4% | 73.9 |
| 58 | — | INNOVATOR ETFS TRUST | $1.5M | 0.2% | -0% | — |
| 59 |  $IAU | ISHARES GOLD TRUST | $1.5M | 0.2% | -0% | — |
| 60 | — | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.2% | -0% | — |
| 61 | — | SCHWAB STRATEGIC TR | $1.4M | 0.2% | -8% | — |
| 62 |  $ABBV | AbbVie Inc. | $1.4M | 0.1% | -0% | 59.3 |
| 63 | — | VANECK ETF TRUST | $1.4M | 0.1% | -11% | — |
| 64 |  $YUM | YUM BRANDS INC | $1.3M | 0.1% | -1% | 71.7 |
| 65 |  $IVZ | Invesco Ltd. | $1.3M | 0.1% | -2% | — |
| 66 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.1% | -10% | 72.8 |
| 67 |  $AXP | AMERICAN EXPRESS CO | $1.2M | 0.1% | +1% | 73.2 |
| 68 |  $TJX | TJX COMPANIES INC /DE/ | $1.2M | 0.1% | -9% | 70.7 |
| 69 |  $MCO | MOODYS CORP /DE/ | $1.2M | 0.1% | +0% | 81.3 |
| 70 |  $PEP | PEPSICO INC | $1.2M | 0.1% | -9% | 62.7 |
| 71 | — | INNOVATOR ETFS TRUST | $1.2M | 0.1% | -3% | — |
| 72 |  $DUK | Duke Energy CORP | $1.2M | 0.1% | -4% | 64 |
| 73 |  $APH | AMPHENOL CORP /DE/ | $1.1M | 0.1% | -5% | 80.5 |
| 74 | — | SCHWAB STRATEGIC TR | $1.1M | 0.1% | -3% | — |
| 75 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.1% | -2% | 72.9 |
| 76 |  $BRO | BROWN & BROWN, INC. | $1.1M | 0.1% | +0% | 75.1 |
| 77 | $PANW | Palo Alto Networks Inc | $1.0M | 0.1% | +5% | 66.5 |
| 78 |  $AMAT | APPLIED MATERIALS INC /DE | $1.0M | 0.1% | +0% | 74.8 |
| 79 | — | VANGUARD SCOTTSDALE FDS | $1.0M | 0.1% | +178% | — |
| 80 |  $ACGL | ARCH CAPITAL GROUP LTD. | $1.0M | 0.1% | +0% | — |
| 81 |  $SYK | STRYKER CORP | $1.0M | 0.1% | -4% | 69.8 |
| 82 |  $MKC | MCCORMICK & CO INC | $1.0M | 0.1% | +0% | 73.7 |
| 83 |  $NSC | NORFOLK SOUTHERN CORP | $1.0M | 0.1% | +0% | 70.8 |
| 84 |  $KMI | KINDER MORGAN, INC. | $1.0M | 0.1% | -5% | 74.6 |
| 85 |  $NFLX | NETFLIX INC | $994,576 | 0.1% | -2% | 86.7 |
| 86 |  $CSCO | CISCO SYSTEMS, INC. | $989,996 | 0.1% | -3% | 72.3 |
| 87 |  $AMGN | AMGEN INC | $988,751 | 0.1% | +10% | 79.5 |
| 88 | — | SCHWAB STRATEGIC TR | $976,215 | 0.1% | -0% | — |
| 89 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $972,707 | 0.1% | -17% | 65.9 |
| 90 |  $GE | GENERAL ELECTRIC CO | $951,125 | 0.1% | +1% | 74.8 |
| 91 |  $LEU | CENTRUS ENERGY CORP | $898,329 | 0.1% | +0% | 65.1 |
| 92 |  $AUB | Atlantic Union Bankshares Corp | $894,680 | 0.1% | +8% | — |
| 93 | — | ISHARES TR | $893,768 | 0.1% | -5% | — |
| 94 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $887,159 | 0.1% | -5% | 66.4 |
| 95 |  $MA | Mastercard Inc | $873,406 | 0.1% | +0% | 81.7 |
| 96 |  $CVX | CHEVRON CORP | $829,504 | 0.1% | -8% | 54.7 |
| 97 |  $BNL | Broadstone Net Lease, Inc. | $805,106 | 0.1% | -3% | 54 |
| 98 | — | VANGUARD INDEX FDS | $793,295 | 0.1% | -5% | — |
| 99 | — | SCHWAB STRATEGIC TR | $774,378 | 0.1% | +10% | — |
| 100 |  $ICE | Intercontinental Exchange, Inc. | $765,482 | 0.1% | -3% | 73.8 |
| 101 | — | SCHWAB STRATEGIC TR | $757,623 | 0.1% | +0% | — |
| 102 |  $LRCX | LAM RESEARCH CORP | $757,190 | 0.1% | -1% | 82.4 |
| 103 |  $LH | LABCORP HOLDINGS INC. | $749,470 | 0.1% | -15% | 54.8 |
| 104 |  $ORCL | ORACLE CORP | $736,845 | 0.1% | -6% | 67.2 |
| 105 |  $TSLA | Tesla, Inc. | $721,567 | 0.1% | +10% | 50.1 |
| 106 |  $APD | Air Products & Chemicals, Inc. | $709,377 | 0.1% | +10% | 41.2 |
| 107 |  $WFC | WELLS FARGO & COMPANY/MN | $709,166 | 0.1% | -2% | — |
| 108 | — | ISHARES TR | $707,539 | 0.1% | +0% | — |
| 109 |  $URI | UNITED RENTALS, INC. | $671,733 | 0.1% | +0% | 70.7 |
| 110 |  $LMT | LOCKHEED MARTIN CORP | $656,114 | 0.1% | +0% | 65 |
| 111 |  $ETN | Eaton Corp plc | $654,894 | 0.1% | -5% | — |
| 112 |  $MNST | Monster Beverage Corp | $645,184 | 0.1% | -2% | 77 |
| 113 | — | VANGUARD INDEX FDS | $619,188 | 0.1% | -1% | — |
| 114 |  $DHI | HORTON D R INC /DE/ | $613,511 | 0.1% | +0% | 54.6 |
| 115 |  $WMT | Walmart Inc. | $612,217 | 0.1% | -6% | 63.2 |
| 116 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $610,087 | 0.1% | +0% | 66.7 |
| 117 |  $CRM | Salesforce, Inc. | $583,904 | 0.1% | -11% | 75.2 |
| 118 |  $ROK | ROCKWELL AUTOMATION, INC | $573,132 | 0.1% | -4% | 68.2 |
| 119 |  $ADP | AUTOMATIC DATA PROCESSING INC | $572,423 | 0.1% | -1% | 77.9 |
| 120 | — | ISHARES TR | $533,579 | 0.1% | +10% | — |
| 121 | — | VANGUARD INDEX FDS | $529,935 | 0.1% | -2% | — |
| 122 | — | SCHWAB STRATEGIC TR | $519,166 | 0.1% | +0% | — |
| 123 | — | ISHARES TR | $519,098 | 0.1% | -3% | — |
| 124 |  $KO | COCA COLA CO | $513,501 | 0.1% | +0% | 74 |
| 125 |  $HON | HONEYWELL INTERNATIONAL INC | $507,212 | 0.1% | +59% | 65.7 |
| 126 | — | ISHARES TR | $494,676 | 0.1% | +0% | — |
| 127 | — | SCHWAB STRATEGIC TR | $481,169 | 0.1% | -1% | — |
| 128 |  $GEV | GE Vernova Inc. | $446,156 | 0.1% | +0% | 70.1 |
| 129 |  $VMC | Vulcan Materials CO | $444,394 | 0.1% | -3% | 66.6 |
| 130 |  $PH | Parker-Hannifin Corp | $437,773 | 0.1% | -9% | 73.8 |
| 131 |  $SCHW | SCHWAB CHARLES CORP | $433,855 | 0.1% | +0% | 77.2 |
| 132 |  $NOW | ServiceNow, Inc. | $431,269 | 0.1% | -17% | 76 |
| 133 |  $TRV | TRAVELERS COMPANIES, INC. | $412,728 | 0.1% | -2% | 71.5 |
| 134 |  $ROP | ROPER TECHNOLOGIES INC | $406,232 | 0.1% | +56% | 72.2 |
| 135 |  $UNP | UNION PACIFIC CORP | $405,176 | 0.0% | +10% | 74 |
| 136 |  $GD | GENERAL DYNAMICS CORP | $404,657 | 0.0% | +0% | 73 |
| 137 |  $FAST | FASTENAL CO | $402,938 | 0.0% | +0% | 73.5 |
| 138 |  $BAC | BANK OF AMERICA CORP /DE/ | $387,660 | 0.0% | -2% | 68.4 |
| 139 |  $D | DOMINION ENERGY, INC | $385,634 | 0.0% | +0% | 74.9 |
| 140 | — | VANGUARD SCOTTSDALE FDS | $369,095 | 0.0% | +6984% | — |
| 141 | — | ISHARES TR | $367,919 | 0.0% | +0% | — |
| 142 | — | INNOVATOR ETFS TRUST | $360,628 | 0.0% | +0% | — |
| 143 |  $CSX | CSX CORP | $359,927 | 0.0% | -1% | 66.4 |
| 144 |  $CB | Chubb Ltd | $355,961 | 0.0% | -31% | — |
| 145 | — | STATE STR SPDR DOW JONES IND | $352,935 | 0.0% | +0% | — |
| 146 |  $ACN | Accenture plc | $350,379 | 0.0% | +0% | — |
| 147 |  $KNSL | Kinsale Capital Group, Inc. | $345,760 | 0.0% | -6% | 79.6 |
| 148 |  $ABT | ABBOTT LABORATORIES | $342,200 | 0.0% | -2% | 67 |
| 149 |  $ECL | ECOLAB INC. | $340,052 | 0.0% | +0% | 64.3 |
| 150 |  $SNPS | SYNOPSYS INC | $337,008 | 0.0% | +0% | 63.1 |
| 151 |  $ELV | Elevance Health, Inc. | $334,321 | 0.0% | -6% | 59.4 |
| 152 |  $CCZ | COMCAST CORP | $327,424 | 0.0% | -1% | 70.4 |
| 153 |  $BLK | BlackRock, Inc. | $319,288 | 0.0% | -3% | 70.3 |
| 154 |  $ANET | Arista Networks, Inc. | $319,106 | 0.0% | -9% | 86 |
| 155 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $316,872 | 0.0% | +13% | — |
| 156 | — | PROSHARES TR | $309,755 | 0.0% | -5% | — |
| 157 |  $LOW | LOWES COMPANIES INC | $301,257 | 0.0% | +0% | 63.5 |
| 158 | — | SCHWAB STRATEGIC TR | $299,137 | 0.0% | +0% | — |
| 159 |  $CL | COLGATE PALMOLIVE CO | $298,733 | 0.0% | -0% | 72.4 |
| 160 | — | VANGUARD WORLD FD | $296,323 | 0.0% | +0% | — |
| 161 |  $BMY | BRISTOL MYERS SQUIBB CO | $291,925 | 0.0% | +0% | 70.1 |
| 162 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $288,710 | 0.0% | -1% | 63.7 |
| 163 |  $UNH | UNITEDHEALTH GROUP INC | $287,908 | 0.0% | +5% | 66.8 |
| 164 | — | ISHARES TR | $285,686 | 0.0% | +0% | — |
| 165 |  $MSI | Motorola Solutions, Inc. | $279,821 | 0.0% | +0% | 73.8 |
| 166 |  $MDLZ | Mondelez International, Inc. | $276,192 | 0.0% | -10% | 53.9 |
| 167 | — | VANGUARD WORLD FD | $271,133 | 0.0% | +0% | — |
| 168 |  $CBRE | CBRE GROUP, INC. | $266,450 | 0.0% | +0% | 62.9 |
| 169 |  $PFE | PFIZER INC | $266,180 | 0.0% | +3% | 69 |
| 170 |  $TFC | TRUIST FINANCIAL CORP | $264,558 | 0.0% | +0% | — |
| 171 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $262,866 | 0.0% | -33% | 74.4 |
| 172 |  $MCK | MCKESSON CORP | $254,657 | 0.0% | +0% | 63.7 |
| 173 |  $BX | Blackstone Inc. | $254,128 | 0.0% | +0% | 68 |
| 174 |  $DGX | QUEST DIAGNOSTICS INC | $247,915 | 0.0% | +0% | 69.1 |
| 175 |  $EMR | EMERSON ELECTRIC CO | $244,484 | 0.0% | +0% | 65.9 |
| 176 |  $FULT | FULTON FINANCIAL CORP | $243,653 | 0.0% | +0% | 52.1 |
| 177 | — | ISHARES TR | $234,584 | 0.0% | +0% | — |
| 178 |  $EW | Edwards Lifesciences Corp | $231,752 | 0.0% | -12% | 67.6 |
| 179 |  $AMT | AMERICAN TOWER CORP /MA/ | $230,913 | 0.0% | -12% | 69.8 |
| 180 |  $TMUS | T-Mobile US, Inc. | $226,833 | 0.0% | -29% | 72.7 |
| 181 |  $ISRG | INTUITIVE SURGICAL INC | $226,808 | 0.0% | -37% | 81.4 |
| 182 | — | SPDR SERIES TRUST | $226,047 | 0.0% | +0% | — |
| 183 |  $UTHR | UNITED THERAPEUTICS Corp | $221,182 | 0.0% | +0% | 80.1 |
| 184 | — | ISHARES TR | $215,588 | 0.0% | +0% | — |
| 185 |  $GLD | SPDR GOLD TRUST | $214,285 | 0.0% | -9% | — |
| 186 |  $BA | BOEING CO | $213,958 | 0.0% | +10% | 51.8 |
| 187 |  $__PARK_1390777 | Bank of New York Mellon Corp | $213,179 | 0.0% | +0% | 36.7 |
| 188 |  $ADBE | ADOBE INC. | $212,695 | 0.0% | -33% | 80.4 |
| 189 |  $CNP | CENTERPOINT ENERGY INC | $212,305 | 0.0% | +0% | 55.9 |
| 190 |  $VLO | VALERO ENERGY CORP/TX | $210,018 | 0.0% | +0% | 51.4 |
| 191 | — | ISHARES TR | $209,125 | 0.0% | -6% | — |
| 192 |  $J | JACOBS SOLUTIONS INC. | $208,358 | 0.0% | +0% | 47.7 |
| 193 |  $CMI | CUMMINS INC | $207,676 | 0.0% | +0% | 58.9 |
| 194 |  $TREX | TREX CO INC | $207,303 | 0.0% | -7% | 60.1 |
| 195 |  $SHW | SHERWIN WILLIAMS CO | $196,818 | 0.0% | +2% | 65.3 |
| 196 |  $MCHP | MICROCHIP TECHNOLOGY INC | $188,403 | 0.0% | +0% | 40 |
| 197 |  $LDOS | Leidos Holdings, Inc. | $186,158 | 0.0% | +0% | 73.4 |
| 198 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $183,965 | 0.0% | -31% | 66.5 |
| 199 |  $PM | Philip Morris International Inc. | $182,870 | 0.0% | +0% | 80.5 |
| 200 | — | VANGUARD INTL EQUITY INDEX F | $182,569 | 0.0% | +22% | — |
| 201 | — | SPDR SERIES TRUST | $179,868 | 0.0% | +0% | — |
| 202 |  $DE | DEERE & CO | $179,130 | 0.0% | +0% | 57.4 |
| 203 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $177,045 | 0.0% | +0% | — |
| 204 |  $VRSK | Verisk Analytics, Inc. | $176,468 | 0.0% | +0% | 77.3 |
| 205 |  $CBOE | Cboe Global Markets, Inc. | $174,826 | 0.0% | +0% | 81.2 |
| 206 |  $FLEX | FLEX LTD. | $173,998 | 0.0% | +0% | — |
| 207 |  $UBSI | UNITED BANKSHARES INC/WV | $173,839 | 0.0% | +0% | — |
| 208 | — | SELECT SECTOR SPDR TR | $173,121 | 0.0% | -34% | — |
| 209 |  $DIS | Walt Disney Co | $173,014 | 0.0% | -2% | 68.9 |
| 210 | — | TOWNEBANK PORTSMOUTH VA | $169,700 | 0.0% | +0% | — |
| 211 |  $GS | GOLDMAN SACHS GROUP INC | $164,969 | 0.0% | -6% | — |
| 212 | — | VANECK ETF TRUST | $163,866 | 0.0% | +0% | — |
| 213 | — | VANGUARD ADMIRAL FDS INC | $163,025 | 0.0% | -17% | — |
| 214 |  $TXN | TEXAS INSTRUMENTS INC | $162,107 | 0.0% | +5% | 70.4 |
| 215 |  $COF | CAPITAL ONE FINANCIAL CORP | $161,086 | 0.0% | +0% | 71 |
| 216 | — | MORGAN STANLEY ETF TRUST | $160,841 | 0.0% | +0% | — |
| 217 |  $FVCB | FVCBankcorp, Inc. | $156,457 | 0.0% | -15% | 60.1 |
| 218 |  $PGR | PROGRESSIVE CORP/OH/ | $155,024 | 0.0% | -42% | 83.6 |
| 219 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $154,570 | 0.0% | +0% | — |
| 220 | — | ISHARES TR | $151,177 | 0.0% | +0% | — |
| 221 |  $AWK | American Water Works Company, Inc. | $149,563 | 0.0% | +0% | 61.7 |
| 222 |  $ITW | ILLINOIS TOOL WORKS INC | $148,540 | 0.0% | -9% | 71.2 |
| 223 | — | VANGUARD ADMIRAL FDS INC | $145,490 | 0.0% | +0% | — |
| 224 | — | AB ACTIVE ETFS INC | $144,149 | 0.0% | -8% | — |
| 225 |  $PHYS | Sprott Physical Gold Trust | $138,429 | 0.0% | +0% | — |
| 226 |  $MMM | 3M CO | $137,969 | 0.0% | +0% | 60.7 |
| 227 |  $RNW | ReNew Energy Global plc | $137,400 | 0.0% | +0% | — |
| 228 | — | ISHARES TR | $132,121 | 0.0% | +0% | — |
| 229 |  $WEC | WEC ENERGY GROUP, INC. | $130,589 | 0.0% | +0% | 67 |
| 230 |  $VLTO | Veralto Corp | $130,258 | 0.0% | +0% | 74.4 |
| 231 |  $VZ | VERIZON COMMUNICATIONS INC | $129,225 | 0.0% | -51% | 71.6 |
| 232 | — | ISHARES TR | $128,120 | 0.0% | +0% | — |
| 233 |  $ADI | ANALOG DEVICES INC | $127,575 | 0.0% | +9% | 76.2 |
| 234 |  $PSA | Public Storage | $127,314 | 0.0% | -29% | 73.9 |
| 235 | — | ISHARES TR | $127,313 | 0.0% | +0% | — |
| 236 |  $DLTR | DOLLAR TREE, INC. | $121,009 | 0.0% | +0% | 53.2 |
| 237 |  $T | AT&T INC. | $116,366 | 0.0% | +0% | 71.9 |
| 238 |  $BIP | Brookfield Infrastructure Partners L.P. | $115,584 | 0.0% | +0% | — |
| 239 |  $TGT | TARGET CORP | $114,292 | 0.0% | -3% | 53.1 |
| 240 |  $BKNG | Booking Holdings Inc. | $113,679 | 0.0% | +0% | 55.3 |
| 241 | — | SPDR INDEX SHS FDS | $112,436 | 0.0% | -8% | — |
| 242 |  $NKE | NIKE, Inc. | $110,589 | 0.0% | -11% | 53.4 |
| 243 | — | VANGUARD WORLD FD | $110,232 | 0.0% | +0% | — |
| 244 |  $COR | Cencora, Inc. | $109,949 | 0.0% | +0% | 59.6 |
| 245 |  $LIN | LINDE PLC | $109,563 | 0.0% | +19% | — |
| 246 | — | TORTOISE CAPITAL SERIES TRUS | $108,442 | 0.0% | -18% | — |
| 247 | — | LATTICE STRATEGIES TR | $103,439 | 0.0% | -5% | — |
| 248 |  $HUBB | HUBBELL INC | $103,056 | 0.0% | +0% | 68.7 |
| 249 |  $CARR | CARRIER GLOBAL Corp | $100,795 | 0.0% | +0% | 61.5 |
| 250 |  $BGR | BlackRock Energy & Resources Trust | $100,398 | 0.0% | +0% | — |
| 251 |  $MDT | Medtronic plc | $100,393 | 0.0% | -13% | — |
| 252 | — | SELECT SECTOR SPDR TR | $98,205 | 0.0% | +0% | — |
| 253 | — | MORGAN STANLEY ETF TRUST | $97,405 | 0.0% | +0% | — |
| 254 |  $NVS | NOVARTIS AG | $95,622 | 0.0% | -44% | — |
| 255 |  $SBUX | STARBUCKS CORP | $95,503 | 0.0% | +720% | 54.6 |
| 256 | — | INNOVATOR ETFS TRUST | $94,988 | 0.0% | +0% | — |
| 257 |  $BALL | BALL Corp | $94,576 | 0.0% | -27% | 54.2 |
| 258 |  $GL | GLOBE LIFE INC. | $93,940 | 0.0% | +0% | 66.6 |
| 259 |  $MKL | MARKEL GROUP INC. | $93,790 | 0.0% | +0% | 68.2 |
| 260 |  $FNV | FRANCO NEVADA Corp | $92,891 | 0.0% | +0% | — |
| 261 |  $EFSI | EAGLE FINANCIAL SERVICES INC | $91,263 | 0.0% | +0% | — |
| 262 |  $PSX | Phillips 66 | $91,090 | 0.0% | +0% | 47.6 |
| 263 |  $SHOP | SHOPIFY INC. | $89,559 | 0.0% | +0% | — |
| 264 |  $MO | ALTRIA GROUP, INC. | $88,506 | 0.0% | +0% | 72.1 |
| 265 |  $PFH | PRUDENTIAL FINANCIAL INC | $87,921 | 0.0% | +0% | 58.6 |
| 266 |  $GOOD | GLADSTONE COMMERCIAL CORP | $87,897 | 0.0% | +0% | 60.6 |
| 267 |  $TSEM | TOWER SEMICONDUCTOR LTD | $87,740 | 0.0% | +0% | — |
| 268 | — | VANGUARD INDEX FDS | $87,182 | 0.0% | +0% | — |
| 269 |  $COO | COOPER COMPANIES, INC. | $86,944 | 0.0% | +0% | 55.8 |
| 270 |  $CME | CME GROUP INC. | $85,652 | 0.0% | +0% | 74.5 |
| 271 |  $TR | TOOTSIE ROLL INDUSTRIES INC | $84,000 | 0.0% | +3% | 55.8 |
| 272 |  $PCG | PG&E Corp | $83,897 | 0.0% | +0% | 59.3 |
| 273 | — | PROSHARES TR | $83,008 | 0.0% | +0% | — |
| 274 | — | AMPLIFY ETF TR | $82,224 | 0.0% | +0% | — |
| 275 |  $MELI | MERCADOLIBRE INC | $81,264 | 0.0% | -60% | 77.5 |
| 276 | — | INNOVATOR ETFS TRUST | $79,881 | 0.0% | +0% | — |
| 277 |  $BSX | BOSTON SCIENTIFIC CORP | $79,567 | 0.0% | +4% | 79.9 |
| 278 |  $DKS | DICK'S SPORTING GOODS, INC. | $79,316 | 0.0% | +0% | 67.9 |
| 279 |  $IDXX | IDEXX LABORATORIES INC /DE | $79,227 | 0.0% | +0% | 73.6 |
| 280 |  $SPGI | S&P Global Inc. | $78,263 | 0.0% | +9% | 79.4 |
| 281 |  $CLX | CLOROX CO /DE/ | $75,650 | 0.0% | -24% | 63.5 |
| 282 |  $AES | AES CORP | $74,677 | 0.0% | +0% | 50.9 |
| 283 |  $WRB | BERKLEY W R CORP | $73,571 | 0.0% | +0% | 71.8 |
| 284 | — | SPDR SERIES TRUST | $73,288 | 0.0% | +35% | — |
| 285 |  $LYB | LyondellBasell Industries N.V. | $70,007 | 0.0% | +0% | — |
| 286 |  $MU | MICRON TECHNOLOGY INC | $69,967 | 0.0% | -31% | 88.4 |
| 287 | $IVZ | Invesco Ltd. | $69,677 | 0.0% | +0% | — |
| 288 | — | SCHWAB STRATEGIC TR | $69,030 | 0.0% | +0% | — |
| 289 |  $BEPC | Brookfield Renewable Corp | $68,544 | 0.0% | +0% | — |
| 290 |  $FTV | Fortive Corp | $68,382 | 0.0% | -18% | 55.9 |
| 291 | — | VANGUARD WORLD FD | $66,284 | 0.0% | -5% | — |
| 292 | — | VANGUARD INTL EQUITY INDEX F | $65,944 | 0.0% | +0% | — |
| 293 |  $AMP | AMERIPRISE FINANCIAL INC | $65,772 | 0.0% | +0% | 70.2 |
| 294 |  $UL | UNILEVER PLC | $65,694 | 0.0% | -13% | — |
| 295 | — | ISHARES TR | $65,015 | 0.0% | +36% | — |
| 296 | — | ISHARES TR | $64,802 | 0.0% | +0% | — |
| 297 |  $OTIS | Otis Worldwide Corp | $63,360 | 0.0% | +0% | 60.3 |
| 298 |  $CINF | CINCINNATI FINANCIAL CORP | $63,316 | 0.0% | +0% | 77 |
| 299 |  $GEHC | GE HealthCare Technologies Inc. | $63,291 | 0.0% | -34% | 58.2 |
| 300 |  $PLD | Prologis, Inc. | $62,918 | 0.0% | +26% | 67.5 |
| 301 |  $UAL | United Airlines Holdings, Inc. | $62,148 | 0.0% | -1% | 61.3 |
| 302 | — | DIMENSIONAL ETF TRUST | $61,787 | 0.0% | +0% | — |
| 303 | — | INNOVATOR ETFS TRUST | $61,514 | 0.0% | +0% | — |
| 304 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $61,468 | 0.0% | +0% | 64.9 |
| 305 |  $AME | AMETEK INC/ | $61,093 | 0.0% | +0% | 74.2 |
| 306 | — | ISHARES TR | $60,595 | 0.0% | +0% | — |
| 307 | — | SELECT SECTOR SPDR TR | $60,337 | 0.0% | +161% | — |
| 308 | — | VANGUARD INDEX FDS | $59,097 | 0.0% | +0% | — |
| 309 | — | EVERPURE INC | $59,040 | 0.0% | +0% | — |
| 310 | — | VANGUARD INTL EQUITY INDEX F | $58,638 | 0.0% | +0% | — |
| 311 |  $Q | Qnity Electronics, Inc. | $58,037 | 0.0% | -18% | — |
| 312 |  $WT | WisdomTree, Inc. | $57,397 | 0.0% | +0% | 62.9 |
| 313 |  $DD | DuPont de Nemours, Inc. | $56,197 | 0.0% | +0% | 31.1 |
| 314 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $56,144 | 0.0% | -30% | 42.4 |
| 315 | — | EXCHANGE TRADED CONCEPTS TRU | $55,429 | 0.0% | -20% | — |
| 316 |  $NRG | NRG ENERGY, INC. | $54,511 | 0.0% | +0% | 59.5 |
| 317 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $53,788 | 0.0% | +0% | 75.4 |
| 318 |  $MSTR | Strategy Inc | $53,290 | 0.0% | +0% | 25.4 |
| 319 |  $INTC | INTEL CORP | $52,250 | 0.0% | -9% | 41.5 |
| 320 | — | SPDR SERIES TRUST | $51,394 | 0.0% | +0% | — |
| 321 | — | SPDR SERIES TRUST | $51,371 | 0.0% | +0% | — |
| 322 |  $OKE | ONEOK INC /NEW/ | $50,619 | 0.0% | +0% | 72 |
| 323 |  $GIS | GENERAL MILLS INC | $48,721 | 0.0% | -5% | 64.1 |
| 324 |  $ORLY | O REILLY AUTOMOTIVE INC | $47,356 | 0.0% | +12% | 72.7 |
| 325 |  $FISV | FISERV INC | $47,096 | 0.0% | +0% | 67.4 |
| 326 |  $SBAC | SBA COMMUNICATIONS CORP | $46,470 | 0.0% | +0% | 71.3 |
| 327 |  $SWX | Southwest Gas Holdings, Inc. | $46,318 | 0.0% | +0% | — |
| 328 |  $MAS | MASCO CORP /DE/ | $45,037 | 0.0% | +0% | 59.9 |
| 329 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $44,660 | 0.0% | +0% | 57.4 |
| 330 | — | VANGUARD SPECIALIZED FUNDS | $43,658 | 0.0% | +0% | — |
| 331 |  $PLTR | Palantir Technologies Inc. | $43,446 | 0.0% | -75% | 85.8 |
| 332 |  $KMB | KIMBERLY CLARK CORP | $41,642 | 0.0% | +0% | 61.7 |
| 333 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $41,030 | 0.0% | +0% | 55.4 |
| 334 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $40,973 | 0.0% | -67% | 72.9 |
| 335 |  $DLR | DIGITAL REALTY TRUST, INC. | $38,746 | 0.0% | -39% | 70.2 |
| 336 |  $PPL | PPL Corp | $38,485 | 0.0% | +0% | 70.3 |
| 337 |  $LUV | SOUTHWEST AIRLINES CO | $37,570 | 0.0% | -0% | 51.1 |
| 338 |  $TROW | PRICE T ROWE GROUP INC | $37,409 | 0.0% | +0% | 75.8 |
| 339 |  $QCOM | QUALCOMM INC/DE | $36,832 | 0.0% | -30% | 81.9 |
| 340 |  $NEM | NEWMONT Corp /DE/ | $36,805 | 0.0% | -31% | 88.3 |
| 341 |  $IBIT | iShares Bitcoin Trust ETF | $36,499 | 0.0% | +0% | — |
| 342 |  $ET | Energy Transfer LP | $35,590 | 0.0% | +0% | 64.5 |
| 343 |  $UPS | UNITED PARCEL SERVICE INC | $34,925 | 0.0% | +0% | 58.2 |
| 344 |  $AMD | ADVANCED MICRO DEVICES INC | $34,787 | 0.0% | -1% | 78.8 |
| 345 | — | ISHARES TR | $34,706 | 0.0% | +0% | — |
| 346 | — | ISHARES TR | $34,519 | 0.0% | +70% | — |
| 347 |  $DELL | Dell Technologies Inc. | $33,811 | 0.0% | +0% | 76 |
| 348 |  $EBAY | EBAY INC | $32,586 | 0.0% | +0% | 69.3 |
| 349 |  $CQP | Cheniere Energy Partners, L.P. | $31,346 | 0.0% | +0% | 74.1 |
| 350 |  $STT | STATE STREET CORP | $30,664 | 0.0% | +2% | 61.5 |
| 351 |  $MTB | M&T BANK CORP | $30,388 | 0.0% | +0% | 64.1 |
| 352 |  $HAL | HALLIBURTON CO | $30,335 | 0.0% | +0% | 50.9 |
| 353 |  $ADSK | Autodesk, Inc. | $30,165 | 0.0% | +0% | 76.4 |
| 354 | — | VANGUARD INDEX FDS | $30,093 | 0.0% | -5% | — |
| 355 |  $CI | Cigna Group | $29,610 | 0.0% | +0% | 66.8 |
| 356 | — | ISHARES TR | $29,604 | 0.0% | -100% | — |
| 357 | — | ISHARES TR | $29,482 | 0.0% | -100% | — |
| 358 | — | SPDR SERIES TRUST | $28,900 | 0.0% | -100% | — |
| 359 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $28,717 | 0.0% | +0% | 70.9 |
| 360 |  $CCL | Carnival Corp Ltd. | $28,701 | 0.0% | +0% | — |
| 361 | — | INNOVATOR ETFS TRUST | $28,691 | 0.0% | +0% | — |
| 362 | — | INNOVATOR ETFS TRUST | $28,271 | 0.0% | +0% | — |
| 363 |  $PPG | PPG INDUSTRIES INC | $27,789 | 0.0% | +0% | 57.1 |
| 364 | — | ISHARES TR | $27,286 | 0.0% | +0% | — |
| 365 |  $WM | WASTE MANAGEMENT INC | $27,116 | 0.0% | +0% | 70.7 |
| 366 |  $WELL | WELLTOWER INC. | $27,087 | 0.0% | +0% | 75.7 |
| 367 |  $HWM | Howmet Aerospace Inc. | $26,964 | 0.0% | +0% | 79.1 |
| 368 | — | ISHARES INC | $26,596 | 0.0% | +0% | — |
| 369 |  $SLB | SLB LIMITED/NV | $26,562 | 0.0% | +0% | 63.2 |
| 370 |  $WPM | Wheaton Precious Metals Corp. | $26,222 | 0.0% | +0% | — |
| 371 | — | VANGUARD WORLD FD | $25,956 | 0.0% | +0% | — |
| 372 | — | VANGUARD BD INDEX FDS | $25,554 | 0.0% | NEW | — |
| 373 |  $EQT | EQT Corp | $25,456 | 0.0% | +0% | 83.3 |
| 374 | — | ISHARES TR | $24,492 | 0.0% | +0% | — |
| 375 | — | FIDELITY COVINGTON TRUST | $24,417 | 0.0% | -26% | — |
| 376 | — | INNOVATOR ETFS TRUST | $24,074 | 0.0% | +0% | — |
| 377 |  $AMWD | AMERICAN WOODMARK CORP | $23,898 | 0.0% | +0% | 36.1 |
| 378 |  $YUMC | Yum China Holdings, Inc. | $23,415 | 0.0% | +0% | 65.2 |
| 379 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $22,981 | 0.0% | NEW | — |
| 380 |  $FCX | FREEPORT-MCMORAN INC | $22,925 | 0.0% | +0% | 73.1 |
| 381 | — | ISHARES TR | $22,634 | 0.0% | -100% | — |
| 382 |  $LPG | DORIAN LPG LTD. | $22,572 | 0.0% | -23% | — |
| 383 |  $EA | ELECTRONIC ARTS INC. | $22,426 | 0.0% | +0% | 71.1 |
| 384 |  $SRE | SEMPRA | $22,403 | 0.0% | +0% | 47.6 |
| 385 | — | SPDR SERIES TRUST | $22,353 | 0.0% | +0% | — |
| 386 | — | DBX ETF TR | $22,082 | 0.0% | NEW | — |
| 387 |  $GENC | GENCOR INDUSTRIES INC | $21,750 | 0.0% | +0% | 53.1 |
| 388 | — | SELECT SECTOR SPDR TR | $21,699 | 0.0% | +103% | — |
| 389 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $21,184 | 0.0% | +0% | 65.3 |
| 390 | — | SPDR INDEX SHS FDS | $20,952 | 0.0% | -28% | — |
| 391 | — | ISHARES TR | $20,509 | 0.0% | -100% | — |
| 392 |  $CRWD | CrowdStrike Holdings, Inc. | $19,911 | 0.0% | +0% | 55 |
| 393 | — | ISHARES TR | $19,251 | 0.0% | -100% | — |
| 394 | — | ISHARES TR | $19,212 | 0.0% | -81% | — |
| 395 | — | ISHARES TR | $19,177 | 0.0% | -42% | — |
| 396 | — | VANGUARD SCOTTSDALE FDS | $18,708 | 0.0% | +165% | — |
| 397 | — | VANGUARD SCOTTSDALE FDS | $18,702 | 0.0% | +154% | — |
| 398 |  $ED | CONSOLIDATED EDISON INC | $18,675 | 0.0% | +0% | 71.6 |
| 399 |  $NEU | NEWMARKET CORP | $18,675 | 0.0% | +0% | 68.9 |
| 400 | — | SELECT SECTOR SPDR TR | $18,309 | 0.0% | +740% | — |
| 401 |  $GPC | GENUINE PARTS CO | $18,159 | 0.0% | +0% | 54.2 |
| 402 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $18,079 | 0.0% | +0% | — |
| 403 |  $EVRG | Evergy, Inc. | $18,023 | 0.0% | +0% | 56.2 |
| 404 |  $HCA | HCA Healthcare, Inc. | $17,984 | 0.0% | -10% | 70.5 |
| 405 | — | GOLDMAN SACHS ETF TR | $17,769 | 0.0% | NEW | — |
| 406 |  $JCI | Johnson Controls International plc | $17,286 | 0.0% | -10% | — |
| 407 |  $ETR | ENTERGY CORP /DE/ | $17,091 | 0.0% | +0% | 65.1 |
| 408 |  $VSNT | Versant Media Group, Inc. | $16,882 | 0.0% | NEW | — |
| 409 |  $RAL | Ralliant Corp | $16,761 | 0.0% | -18% | 36.3 |
| 410 | — | J P MORGAN EXCHANGE TRADED F | $16,656 | 0.0% | -100% | — |
| 411 |  $SO | SOUTHERN CO | $16,366 | 0.0% | +0% | 65.1 |
| 412 |  $PYPL | PayPal Holdings, Inc. | $16,193 | 0.0% | +0% | 70.5 |
| 413 | — | SPDR INDEX SHS FDS | $16,128 | 0.0% | +2% | — |
| 414 | $IVZ | Invesco Ltd. | $15,821 | 0.0% | +0% | — |
| 415 | — | ISHARES TR | $15,755 | 0.0% | +0% | — |
| 416 | — | ISHARES TR | $15,635 | 0.0% | +0% | — |
| 417 | — | J P MORGAN EXCHANGE TRADED F | $15,527 | 0.0% | -100% | — |
| 418 |  $UBER | Uber Technologies, Inc | $15,394 | 0.0% | +0% | 79.3 |
| 419 | — | SIMPLIFY EXCHANGE TRADED FUN | $15,185 | 0.0% | NEW | — |
| 420 | — | GLOBAL X FDS | $15,166 | 0.0% | +0% | — |
| 421 |  $NYT | NEW YORK TIMES CO | $15,072 | 0.0% | +0% | 71.3 |
| 422 | $IVZ | Invesco Ltd. | $15,067 | 0.0% | +0% | — |
| 423 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $15,003 | 0.0% | +0% | 69 |
| 424 |  $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | $14,856 | 0.0% | +0% | — |
| 425 |  $EMBJ | EMBRAER S.A. | $14,835 | 0.0% | +0% | — |
| 426 | — | SELECT SECTOR SPDR TR | $14,718 | 0.0% | -96% | — |
| 427 | — | ETF SER SOLUTIONS | $14,593 | 0.0% | +24% | — |
| 428 |  $O | REALTY INCOME CORP | $14,561 | 0.0% | +0% | 74.6 |
| 429 | — | SPDR INDEX SHS FDS | $14,543 | 0.0% | +0% | — |
| 430 |  $EOG | EOG RESOURCES INC | $14,457 | 0.0% | +0% | 71.1 |
| 431 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $14,290 | 0.0% | -11% | 76.6 |
| 432 |  $DG | DOLLAR GENERAL CORP | $14,248 | 0.0% | -11% | 60.4 |
| 433 | — | SSGA ACTIVE ETF TR | $13,969 | 0.0% | NEW | — |
| 434 | — | ISHARES TR | $13,596 | 0.0% | +0% | — |
| 435 |  $RSG | REPUBLIC SERVICES, INC. | $13,580 | 0.0% | +35% | 72 |
| 436 |  $DOV | DOVER Corp | $13,141 | 0.0% | +0% | 63.1 |
| 437 | — | ISHARES TR | $13,095 | 0.0% | +0% | — |
| 438 |  $FDX | FEDEX CORP | $12,823 | 0.0% | +0% | 60.3 |
| 439 | — | ISHARES TR | $12,675 | 0.0% | -100% | — |
| 440 |  $BN | BROOKFIELD Corp /ON/ | $12,627 | 0.0% | +0% | — |
| 441 | — | INVESCO EXCHANGE TRADED FD T | $12,197 | 0.0% | +0% | — |
| 442 | — | SPDR INDEX SHS FDS | $12,154 | 0.0% | -8% | — |
| 443 |  $OGS | ONE Gas, Inc. | $12,059 | 0.0% | +0% | — |
| 444 |  $MS | MORGAN STANLEY | $12,014 | 0.0% | +284% | — |
| 445 | — | ISHARES TR | $11,822 | 0.0% | +0% | — |
| 446 | $IVZ | Invesco Ltd. | $11,765 | 0.0% | +0% | — |
| 447 | — | FIRST TR EXCHANGE-TRADED FD | $11,702 | 0.0% | +0% | — |
| 448 |  $CSL | CARLISLE COMPANIES INC | $11,677 | 0.0% | +0% | 65 |
| 449 | — | ISHARES TR | $11,660 | 0.0% | -100% | — |
| 450 |  $SOLS | Solstice Advanced Materials Inc. | $11,653 | 0.0% | -23% | — |
| 451 |  $THM | INTERNATIONAL TOWER HILL MINES LTD | $11,500 | 0.0% | +0% | — |
| 452 |  $BABA | Alibaba Group Holding Ltd | $11,166 | 0.0% | +0% | — |
| 453 |  $SPOT | Spotify Technology S.A. | $11,153 | 0.0% | +0% | — |
| 454 |  $GSK | GSK plc | $11,023 | 0.0% | +0% | — |
| 455 | — | VANGUARD INTL EQUITY INDEX F | $10,935 | 0.0% | -50% | — |
| 456 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $10,925 | 0.0% | +0% | — |
| 457 | — | DIMENSIONAL ETF TRUST | $10,867 | 0.0% | +2% | — |
| 458 | — | LEGG MASON ETF INVT | $10,768 | 0.0% | NEW | — |
| 459 | $IVZ | Invesco Ltd. | $10,667 | 0.0% | NEW | — |
| 460 | — | ISHARES TR | $10,647 | 0.0% | -100% | — |
| 461 |  $GLW | CORNING INC /NY | $9,926 | 0.0% | +0% | 72.7 |
| 462 |  $IRM | IRON MOUNTAIN INC | $9,908 | 0.0% | NEW | 50.7 |
| 463 |  $BIPC | Brookfield Infrastructure Corp | $9,841 | 0.0% | +0% | — |
| 464 | — | AMERICAN CENTY ETF TR | $9,751 | 0.0% | NEW | — |
| 465 |  $VNT | Vontier Corp | $9,506 | 0.0% | +0% | 60.5 |
| 466 |  $NVO | NOVO NORDISK A S | $9,492 | 0.0% | +0% | — |
| 467 |  $TEL | TE Connectivity plc | $9,406 | 0.0% | +0% | — |
| 468 | — | ISHARES TR | $9,306 | 0.0% | +0% | — |
| 469 | — | GLOBAL X FDS | $9,197 | 0.0% | +687% | — |
| 470 |  $AEG | AEGON LTD. | $9,068 | 0.0% | +0% | — |
| 471 |  $SWK | STANLEY BLACK & DECKER, INC. | $8,954 | 0.0% | +0% | 52.4 |
| 472 |  $GBTC | Grayscale Bitcoin Trust ETF | $8,759 | 0.0% | +0% | — |
| 473 | — | ISHARES TR | $8,736 | 0.0% | -100% | — |
| 474 | — | ISHARES TR | $8,443 | 0.0% | +0% | — |
| 475 | — | FIRST TR EXCHANGE TRADED FD | $8,262 | 0.0% | +0% | — |
| 476 |  $TT | Trane Technologies plc | $7,919 | 0.0% | NEW | — |
| 477 |  $SNOW | Snowflake Inc. | $7,843 | 0.0% | +0% | 49.6 |
| 478 |  $MOS | MOSAIC CO | $7,778 | 0.0% | +0% | 54.3 |
| 479 |  $SMR | NUSCALE POWER Corp | $7,588 | 0.0% | +0% | 26.6 |
| 480 | — | VANGUARD INDEX FDS | $7,472 | 0.0% | +0% | — |
| 481 |  $GM | General Motors Co | $7,450 | 0.0% | +0% | 58.7 |
| 482 |  $PAYX | PAYCHEX INC | $7,370 | 0.0% | +0% | 75.1 |
| 483 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $7,362 | 0.0% | +0% | 67.3 |
| 484 |  $ULTA | Ulta Beauty, Inc. | $7,318 | 0.0% | +0% | 66.6 |
| 485 |  $KR | KROGER CO | $7,236 | 0.0% | +0% | 51.1 |
| 486 |  $VST | Vistra Corp. | $7,216 | 0.0% | +0% | 62.9 |
| 487 | — | ISHARES TR | $7,139 | 0.0% | -100% | — |
| 488 |  $CTVA | Corteva, Inc. | $7,116 | 0.0% | +0% | 48.4 |
| 489 |  $NXPI | NXP Semiconductors N.V. | $6,694 | 0.0% | +0% | — |
| 490 | — | VANGUARD WORLD FD | $6,618 | 0.0% | +0% | — |
| 491 |  $BKR | Baker Hughes Co | $6,533 | 0.0% | +0% | 63.4 |
| 492 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $6,506 | 0.0% | +0% | — |
| 493 |  $INTU | INTUIT INC. | $6,486 | 0.0% | +650% | 82 |
| 494 | $IVZ | Invesco Ltd. | $6,288 | 0.0% | +127% | — |
| 495 | — | SELECT SECTOR SPDR TR | $6,231 | 0.0% | -96% | — |
| 496 |  $KHC | Kraft Heinz Co | $5,960 | 0.0% | -21% | 42.5 |
| 497 | — | SELECT SECTOR SPDR TR | $5,876 | 0.0% | -94% | — |
| 498 |  $VAC | MARRIOTT VACATIONS WORLDWIDE Corp | $5,861 | 0.0% | +0% | 46.2 |
| 499 | — | FLEXSHARES TR | $5,756 | 0.0% | -96% | — |
| 500 | — | ISHARES TR | $5,690 | 0.0% | +113% | — |
| 501 | — | SELECT SECTOR SPDR TR | $5,654 | 0.0% | -98% | — |
| 502 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $5,534 | 0.0% | +0% | — |
| 503 | — | ISHARES TR | $5,333 | 0.0% | +0% | — |
| 504 |  $ASML | ASML HOLDING NV | $5,284 | 0.0% | +0% | — |
| 505 | — | ISHARES TR | $5,260 | 0.0% | +0% | — |
| 506 | — | VANGUARD SCOTTSDALE FDS | $5,259 | 0.0% | +26% | — |
| 507 | — | ISHARES TR | $5,252 | 0.0% | +0% | — |
| 508 |  $NMAX | Newsmax Inc. | $5,220 | 0.0% | NEW | 33.1 |
| 509 | — | HARBOR ETF TRUST | $5,117 | 0.0% | NEW | — |
| 510 | — | GLOBAL X FDS | $5,030 | 0.0% | +0% | — |
| 511 | — | FLEXSHARES TR | $4,910 | 0.0% | -96% | — |
| 512 |  $INSM | INSMED Inc | $4,906 | 0.0% | +0% | 29.4 |
| 513 |  $ILMN | ILLUMINA, INC. | $4,808 | 0.0% | +0% | 62.5 |
| 514 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $4,749 | 0.0% | +12% | 70.8 |
| 515 |  $SOLV | Solventum Corp | $4,702 | 0.0% | +0% | 55.7 |
| 516 | $IVZ | Invesco Ltd. | $4,662 | 0.0% | +55% | — |
| 517 | — | VANGUARD WORLD FD | $4,630 | 0.0% | +0% | — |
| 518 | — | SPINNAKER ETF SERIES | $4,360 | 0.0% | +0% | — |
| 519 |  $KD | Kyndryl Holdings, Inc. | $4,291 | 0.0% | +0% | 46 |
| 520 | — | ISHARES TR | $4,279 | 0.0% | +0% | — |
| 521 |  $SHEL | Shell plc | $4,278 | 0.0% | -54% | — |
| 522 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $4,163 | 0.0% | NEW | 71.5 |
| 523 |  $BAX | BAXTER INTERNATIONAL INC | $4,032 | 0.0% | +0% | 45.7 |
| 524 | $MKC | MCCORMICK & CO INC | $3,935 | 0.0% | +0% | 73.7 |
| 525 |  $DOW | DOW INC. | $3,541 | 0.0% | +0% | 38 |
| 526 |  $TDG | TransDigm Group INC | $3,477 | 0.0% | NEW | 75.4 |
| 527 |  $YMM | Full Truck Alliance Co. Ltd. | $3,391 | 0.0% | +0% | — |
| 528 | — | ISHARES TR | $3,270 | 0.0% | -100% | — |
| 529 | — | SELECT SECTOR SPDR TR | $3,199 | 0.0% | -97% | — |
| 530 | — | VANGUARD WORLD FD | $3,058 | 0.0% | -39% | — |
| 531 |  $FSLR | FIRST SOLAR, INC. | $2,959 | 0.0% | +0% | 73.8 |
| 532 | — | ISHARES TR | $2,942 | 0.0% | -100% | — |
| 533 |  $VNOM | Viper Energy, Inc. | $2,914 | 0.0% | +0% | — |
| 534 | — | ISHARES TR | $2,910 | 0.0% | +25% | — |
| 535 |  $REPX | Riley Exploration Permian, Inc. | $2,734 | 0.0% | +0% | 46.1 |
| 536 | — | ISHARES TR | $2,714 | 0.0% | -100% | — |
| 537 | $GS | GOLDMAN SACHS GROUP INC | $2,706 | 0.0% | NEW | — |
| 538 |  $AZZ | AZZ INC | $2,634 | 0.0% | +0% | 57.2 |
| 539 | — | VANGUARD CHARLOTTE FDS | $2,547 | 0.0% | NEW | — |
| 540 | — | ISHARES TR | $2,424 | 0.0% | +480% | — |
| 541 |  $MP | MP Materials Corp. / DE | $2,413 | 0.0% | +0% | 23.5 |
| 542 |  $XRAY | DENTSPLY SIRONA Inc. | $2,320 | 0.0% | +0% | 37 |
| 543 | $IVZ | Invesco Ltd. | $2,309 | 0.0% | +0% | — |
| 544 |  $BAM | Brookfield Asset Management Ltd. | $2,267 | 0.0% | +0% | — |
| 545 |  $LEN | LENNAR CORP /NEW/ | $2,171 | 0.0% | +0% | 49.2 |
| 546 | — | SPDR SERIES TRUST | $2,086 | 0.0% | -100% | — |
| 547 |  $SIRI | SIRIUS XM HOLDINGS INC. | $1,847 | 0.0% | +0% | 37.7 |
| 548 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1,819 | 0.0% | +0% | — |
| 549 |  $VTRS | Viatris Inc | $1,676 | 0.0% | +0% | 47.1 |
| 550 |  $SCI | SERVICE CORP INTERNATIONAL | $1,651 | 0.0% | +0% | 54.8 |
| 551 |  $TM | TOYOTA MOTOR CORP/ | $1,649 | 0.0% | +0% | — |
| 552 |  $LUMN | Lumen Technologies, Inc. | $1,620 | 0.0% | +0% | 39.8 |
| 553 | — | J P MORGAN EXCHANGE TRADED F | $1,620 | 0.0% | -100% | — |
| 554 | — | ISHARES TR | $1,487 | 0.0% | -100% | — |
| 555 | — | BLACKROCK ETF TRUST | $1,455 | 0.0% | NEW | — |
| 556 | — | VANECK ETF TRUST | $1,358 | 0.0% | +0% | — |
| 557 | — | ADVISORSHARES TR | $1,242 | 0.0% | +0% | — |
| 558 | — | ISHARES TR | $1,239 | 0.0% | +0% | — |
| 559 |  $HPQ | HP INC | $1,211 | 0.0% | +0% | 58.9 |
| 560 |  $NOK | NOKIA CORP | $1,206 | 0.0% | +0% | — |
| 561 | — | FIDELITY COVINGTON TRUST | $1,197 | 0.0% | +0% | — |
| 562 | — | FIDELITY COVINGTON TRUST | $1,039 | 0.0% | +0% | — |
| 563 | — | ISHARES TR | $931 | 0.0% | -100% | — |
| 564 |  $BIIB | BIOGEN INC. | $917 | 0.0% | +0% | 65.6 |
| 565 |  $CC | Chemours Co | $882 | 0.0% | +0% | 36.5 |
| 566 |  $VEEV | VEEVA SYSTEMS INC | $879 | 0.0% | +0% | 77.8 |
| 567 |  $CEG | Constellation Energy Corp | $867 | 0.0% | +0% | 62.5 |
| 568 |  $ARCC | ARES CAPITAL CORP | $865 | 0.0% | +0% | — |
| 569 | — | ARK ETF TR | $682 | 0.0% | +0% | — |
| 570 |  $RIG | Transocean Ltd. | $604 | 0.0% | +0% | — |
| 571 |  $ZTS | Zoetis Inc. | $592 | 0.0% | +0% | 72.6 |
| 572 |  $RUN | Sunrun Inc. | $543 | 0.0% | +0% | 54.6 |
| 573 |  $EXC | EXELON CORP | $526 | 0.0% | +0% | 63.9 |
| 574 |  $MTCH | Match Group, Inc. | $507 | 0.0% | -97% | 66.4 |
| 575 |  $ELME | Elme Communities | $402 | 0.0% | +0% | 34.6 |
| 576 | — | ARK ETF TR | $397 | 0.0% | +0% | — |
| 577 |  $VNO | VORNADO REALTY TRUST | $390 | 0.0% | +0% | 69.1 |
| 578 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $355 | 0.0% | +0% | 60.7 |
| 579 |  $RYN | RAYONIER INC | $323 | 0.0% | +0% | 68.1 |
| 580 |  $OGN | Organon & Co. | $288 | 0.0% | +0% | 55.1 |
| 581 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $213 | 0.0% | +0% | 56.1 |
| 582 |  $WBD | Warner Bros. Discovery, Inc. | $193 | 0.0% | -99% | 42.1 |
| 583 | — | SCHWAB STRATEGIC TR | $187 | 0.0% | -100% | — |
| 584 |  $SEDG | SOLAREDGE TECHNOLOGIES, INC. | $154 | 0.0% | +0% | 25.9 |
| 585 |  $NOV | NOV Inc. | $151 | 0.0% | +0% | 50.1 |
| 586 |  $LITS | Lite Strategy, Inc. | $147 | 0.0% | +0% | — |
| 587 |  $DXC | DXC Technology Co | $101 | 0.0% | +0% | 52.1 |
| 588 | — | ISHARES TR | $92 | 0.0% | +0% | — |
| 589 |  $PLUG | PLUG POWER INC | $86 | 0.0% | +0% | 18.8 |
| 590 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $61 | 0.0% | -99% | — |
| 591 |  $UAA | Under Armour, Inc. | $54 | 0.0% | +0% | 40.5 |
| 592 |  $UA | Under Armour, Inc. | $53 | 0.0% | +0% | 40.5 |
| 593 |  $DNOW | DNOW Inc. | $24 | 0.0% | +0% | 49.6 |
| 594 |  $CLDI | Calidi Biotherapeutics, Inc. | $1 | 0.0% | +0% | — |
New Positions (18)
$BHRB Burke & Herbert Financial Services Corp.$11.6M VANGUARD BD INDEX FDS$25,554
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$22,981 DBX ETF TR$22,082
GOLDMAN SACHS ETF TR$17,769
$VSNT Versant Media Group, Inc.$16,882 SIMPLIFY EXCHANGE TRADED FUN$15,185
SSGA ACTIVE ETF TR$13,969
LEGG MASON ETF INVT$10,768
$IRM IRON MOUNTAIN INC$9,908 AMERICAN CENTY ETF TR$9,751
$TT Trane Technologies plc$7,919$NMAX Newsmax Inc.$5,220 HARBOR ETF TRUST$5,117
$MRSH MARSH & MCLENNAN COMPANIES, INC.$4,163Exited Positions (26)
$TYL TYLER TECHNOLOGIES INC
$WSO WATSCO INC
$WSM WILLIAMS SONOMA INC
$PCAR PACCAR INC
$CHRW C. H. ROBINSON WORLDWIDE, INC.
$GILD GILEAD SCIENCES, INC.
$ENR ENERGIZER HOLDINGS, INC.
$ABNB Airbnb, Inc.
$CCI CROWN CASTLE INC.
$STZ CONSTELLATION BRANDS, INC.
$GHC Graham Holdings Co
$BTC Grayscale Bitcoin Mini Trust ETF
$MICC Magnum Ice Cream Co N.V.
$EXK ENDEAVOUR SILVER CORP
$NEOG NEOGEN CORPBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for EVERMAY WEALTH MANAGEMENT LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track EVERMAY WEALTH MANAGEMENT LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for EVERMAY WEALTH MANAGEMENT LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: EVERMAY WEALTH MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For EVERMAY WEALTH MANAGEMENT LLC (SEC CIK: 1066816), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in EVERMAY WEALTH MANAGEMENT LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.