StockDriftsStockDriftsTop 50 Evermay Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | 15.62% | 4.92M | $140.9M | +5.82%(+270.30K) | $28.41(-0.42%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 12.42% | 4.37M | $112.0M | -1.51%(-66.83K) | $10.68(+175.16%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 10.03% | 3.10M | $90.5M | +13.96%(+379.78K) | $29.18(-0.78%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.84% | 118.3K | $70.7M | -2.06%(-2.48K) | $223.95(+205.80%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.43% | 591.8K | $40.0M | -3.40%(-20.82K) | $34.93(+117.81%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.83% | 53.0K | $34.6M | -1.05%(-563) | $116.52(+539.20%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.84% | 39.3K | $25.6M | -1.42%(-565) | $206.44(+262.55%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.41% | 283.4K | $21.7M | +14.17%(+35.17K) | $67.80(+29.30%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 2.17% | 331.2K | $19.6M | +7.90%(+24.26K) | $52.95(+25.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.96% | 69.8K | $17.7M | +22.62%(+12.88K) | $81.95(+276.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.91% | +43.95% |
| Top 20 Holdings Unweighted | +13.71% | +47.01% |
Sign up free to track Evermay Wealth Management Llc, compare funds side by side, and get alerts the moment positions change.