Evermay Wealth Management Llc Buys General Electric Co, Sells NVIDIA Corp

Nov 13, 2021

Arlington, VA, based Investment company Evermay Wealth Management Llc (Current Portfolio) buys General Electric Co, sells NVIDIA Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Evermay Wealth Management Llc. As of 2021Q3, Evermay Wealth Management Llc owns 522 stocks with a total value of $540 million. These are the details of the buys and sells.

New Purchases: GE,
Reduced Positions: NVDA,

For the details of EVERMAY WEALTH MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/evermay+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of EVERMAY WEALTH MANAGEMENT LLC

Schwab U.S. Large-Cap ETF (SCHX) - 1,037,954 shares, 19.99% of the total portfolio.
Vanguard S&P 500 ETF (VOO) - 167,547 shares, 12.21% of the total portfolio.
JPMorgan Ultra-Short Income ETF (JPST) - 962,167 shares, 9.04% of the total portfolio.
iShares Core S&P Mid-Cap ETF (IJH) - 127,182 shares, 6.33% of the total portfolio.
S&P 500 ETF TRUST ETF (SPY) - 72,123 shares, 5.72% of the total portfolio.

New Purchase: General Electric Co (GE)

Evermay Wealth Management Llc initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $107.590000. The impact to a portfolio due to this purchase was 0.13%. The holding were 50,765 shares as of 2021-09-30.

Here is the complete portfolio of EVERMAY WEALTH MANAGEMENT LLC. Also check out:

1. EVERMAY WEALTH MANAGEMENT LLC's Undervalued Stocks
2. EVERMAY WEALTH MANAGEMENT LLC's Top Growth Companies, and
3. EVERMAY WEALTH MANAGEMENT LLC's High Yield stocks
4. Stocks that EVERMAY WEALTH MANAGEMENT LLC keeps buying

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