Long-term investor
Evermay Wealth Management LLC @evermaywealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001066816).
Record
- Tracked since 2025-06-30 (481 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +9.8% · 1 year +17.2% · all +17.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A672 · 14.9% · long · since 2025-06-30
- 808524201 · 12.5% · long · since 2025-06-30
- 78468R101 · 10.0% · long · since 2025-06-30
- 922908363 · 7.5% · long · since 2025-06-30
- 464287507 · 4.2% · long · since 2025-06-30
- 78462F103 · 3.9% · long · since 2025-06-30
- 464287200 · 3.1% · long · since 2025-06-30
- 78464A854 · 3.0% · long · since 2025-06-30
- 78464A847 · 2.6% · long · since 2025-06-30
- 78468R853 · 2.1% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- 25434V203 · 2.0% · long · since 2025-06-30