13F

Investor

EVERMAY WEALTH MANAGEMENT LLC

CIK 0001066816 · filed 2026-05-12 · SEC filing

13F book

$902.1M

Positions

594

53 new · 30 sold

Largest name

15.6%

Spdr Series Trust

Est. mark

−$18.5M

Price effect on 541 names still held. Flow $29.4M.
NameTickerSharesValueWeightEst. markChange
Spdr Series Trust4.92M$140.9M15.6%−$836.2KAdded$6.91M
Schwab Strategic Tr4.37M$112M12.4%−$5.55MCut−$7.35M
Spdr Series Trust3.1M$90.5M10.0%−$272.1KAdded$10.8M
Vanguard Index Fds118.3K$70.7M7.8%−$3.5MCut−$5.06M
Ishares Tr591.8K$40M4.4%$905.4KCut−$468.4K
Spdr S&P 500 Etf Tr53K$34.6M3.8%−$1.68MCut−$2.07M
Ishares Tr39.3K$25.6M2.8%−$1.25MCut−$1.63M
Spdr Series Trust283.4K$21.7M2.4%−$913.7KAdded$1.78M
Spdr Series Trust331.2K$19.6M2.2%$402KAdded$1.84M
Apple Inc.AAPL69.8K$17.7M2.0%−$1.03MAdded$2.24M
Dimensional Etf Trust436.2K$17M1.9%$312.3KAdded$2.99M
Spdr Series Trust321.7K$15.5M1.7%$447.1KAdded$1.2M
Ishares Inc206.6K$14.4M1.6%$498.1KAdded$1.18M
Vanguard Whitehall Fds80.6K$11.9M1.3%$369.3KCut$59.5K
Burke Herbert Finl Svcs Corp185.8K$11.6M1.3%New
Ishares Tr90.7K$11.3M1.3%$374.8KCut$105.9K
Amazon Com IncAMZN51.5K$10.7M1.2%−$1.15MAdded−$1.05M
Vanguard Index Fds30.8K$9.88M1.1%−$445.2KCut−$1.34M
Alphabet Inc33.4K$9.62M1.1%−$850.8KCut−$1.01M
Vanguard Index Fds30.4K$8.73M1.0%−$92.4KCut−$438.4K
John Marshall Bancorp, Inc.JMSB350K$7.1M0.8%$101KAdded$132.4K
Microsoft CorpMSFT17.4K$6.43M0.7%−$1.94MAdded−$1.83M
Jpmorgan Chase & Co.18K$5.3M0.6%−$505.7KCut−$611K
Wisdomtree Tr128.1K$5.14M0.6%$138.3KCut−$91K
Ishares 0-3 Month46.1K$4.64M0.5%$12.9KCut−$396.2K
J P Morgan Exchange Traded F74.1K$4.2M0.5%−$66.7KCut−$148.4K
Vanguard Growth Etf8.55K$3.74M0.4%−$394.1KAdded−$28.5K
Nvidia CorpNVDA21.2K$3.69M0.4%−$256.1KCut−$274.7K
Eli Lilly & CoLLY3.86K$3.55M0.4%−$587KAdded−$518.9K
Ishares Tr14.3K$3.54M0.4%$26.3KCut−$51.8K
Berkshire Hathaway Inc Del6.85K$3.28M0.4%−$160.5KCut−$211.3K
Vanguard Index Fds12.1K$3.18M0.4%$48.1KCut−$83.4K
Ishares Tr73.7K$3.14M0.3%$229.3KCut−$431.8K
Ishares Tr14.4K$3.07M0.3%$47KAdded$101.5K
Innovator Etfs Trust58.3K$2.69M0.3%−$51.9KCut−$63.4K
Meta Platforms, Inc.META4.58K$2.62M0.3%−$400.6KAdded−$388.6K
Vanguard Tax-Managed Fds39.8K$2.55M0.3%$61.5KAdded$163.9K
Visa Inc.V8.36K$2.53M0.3%−$405KCut−$465.6K
Broadcom Inc.AVGO7.82K$2.42M0.3%−$276.8KAdded−$198.5K
Vaneck Etf Trust25.9K$2.38M0.3%$155.5KCut−$304.6K
Ishares Gold TrIAUM50.1K$2.34M0.3%$186KCut−$247.3K
Caterpillar IncCAT3.26K$2.31M0.3%$437.6KAdded$462.4K
Vanguard Index Fds11.3K$2.21M0.2%$58.8KCut$26.5K
Home Depot, Inc.HD6.41K$2.11M0.2%−$97.5KCut−$176K
RTX CorpRTX10.6K$2.04M0.2%$100.3KCut$94.2K
Nextera Energy Inc21.8K$2.02M0.2%$274.1KCut$268K
Ishares Tr20.6K$2M0.2%$22.7KCut−$281.2K
Alphabet Inc6.78K$1.94M0.2%−$182.5KCut−$245.3K
Exxon Mobil Corp10.7K$1.81M0.2%$527.6KCut$493.4K
Danaher Corporation9.54K$1.81M0.2%−$371.4KAdded−$356.8K
Ishares Tr4.21K$1.79M0.2%−$197.3KHeld
Costco Whsl Corp New1.79K$1.78M0.2%$231.3KAdded$295.1K
Martin Marietta Matls Inc3K$1.77M0.2%−$102KHeld
Ishares Silver Tr24.9K$1.69M0.2%$92.5KCut−$313.3K
Merck & Co., Inc.MRK13.9K$1.68M0.2%$209KCut$200.1K
Northrop Grumman Corp2.25K$1.54M0.2%$252.4KCut$227.3K
Mcdonalds CorpMCD4.94K$1.53M0.2%$25.5KCut−$38.4K
Innovator Etfs Trust37.8K$1.5M0.2%$25.7KCut$22.7K
Ishares Gold Tr16.6K$1.46M0.2%$116.1KCut$110.7K
Vanguard Intl Equity Index F27K$1.46M0.2%$7.82KCut$3.94K
Schwab Strategic Tr58.1K$1.44M0.2%$41.3KCut−$84.1K
AbbVie Inc.ABBV6.39K$1.39M0.2%−$70.3KCut−$71.2K
Vaneck Etf Trust11.4K$1.36M0.2%$71.1KCut−$82.3K
Yum Brands IncYUM8.45K$1.31M0.1%$35.5KCut$23.4K
Invesco Exchange Traded Fd T6.59K$1.27M0.1%$2.37KCut−$29.8K
Johnson & JohnsonJNJ5.16K$1.26M0.1%$193.3KCut$77K
American Express CoAXP4.07K$1.23M0.1%−$272.8KAdded−$264.7K
Tjx Cos Inc New7.61K$1.22M0.1%$46.3KCut−$68.9K
Moodys Corp2.74K$1.2M0.1%−$204.6KHeld
Pepsico IncPEP7.65K$1.19M0.1%$80.7KCut−$29.8K
Innovator Etfs Trust29K$1.16M0.1%$10.1KCut−$28.1K
Duke Energy Corp New8.83K$1.16M0.1%$121.3KCut$82.7K
Amphenol Corp New8.86K$1.12M0.1%−$77.9KCut−$142.9K
Schwab Strategic Tr46K$1.12M0.1%−$4.6KCut−$44.8K
Procter And Gamble CoPG7.57K$1.09M0.1%$8.55KCut−$12.7K
Brown & Brown, Inc.BRO16.5K$1.08M0.1%−$239KHeld
Palo Alto Networks IncPANW6.43K$1.03M0.1%−$146.3KAdded−$96.7K
Applied Matls Inc3K$1.03M0.1%$253.3KAdded$258K
Vanguard Scottsdale Fds17.2K$1.03M0.1%−$2.35KAdded$654.3K
Arch Cap Group Ltd10.7K$1.02M0.1%$747Held
Stryker CorpSYK3.08K$1.01M0.1%−$70.6KCut−$121.3K
Mccormick & Co Inc20.1K$1.01M0.1%−$363.6KHeld
Norfolk Southn Corp3.5K$1.01M0.1%−$6.03KHeld
Kinder Morgan Inc Del29.8K$1M0.1%$180.2KCut$139K
Netflix IncNFLX10.3K$994.6K0.1%$24.7KCut$344
Cisco Sys Inc12.8K$990K0.1%$7.15KCut−$27.9K
Amgen IncAMGN2.81K$988.8K0.1%$62.7KAdded$152.8K
Schwab Strategic Tr38.9K$976.2K0.1%−$43.9KCut−$47K
Marriott Intl Inc New2.97K$972.7K0.1%$50.1KCut−$137.6K
Ge Aerospace3.35K$951.1K0.1%−$79.9KAdded−$66.9K
Centrus Energy CorpLEU5.17K$898.3K0.1%−$358KHeld
Atlantic Un Bankshares Corp25K$894.7K0.1%$10.2KAdded$74.6K
Ishares Tr8.74K$893.8K0.1%−$2.53KCut−$53.2K
Enterprise Prods Partners L23.4K$887.2K0.1%$135.5KCut$98K
Mastercard IncMA1.75K$873.4K0.1%−$124.1KAdded−$121.1K
Chevron Corp NewCVX4.01K$829.5K0.1%$218.5KCut$165.7K
Broadstone Net Lease, Inc.BNL44K$805.1K0.1%$39.2KCut$11.7K
Vanguard Index Fds2.63K$793.3K0.1%$362Cut−$41.9K
Schwab Strategic Tr31.1K$774.4K0.1%−$4.8KAdded$66.7K
Intercontinental Exchange In4.87K$765.5K0.1%−$22.8KCut−$50.8K
Schwab Strategic Tr24.5K$757.6K0.1%$21.8KHeld
Lam Research CorpLRCX3.54K$757.2K0.1%$150.4KCut$144.8K
Labcorp Holdings Inc.LH2.81K$749.5K0.1%$44.7KCut−$77.2K
Oracle Corp5.01K$736.8K0.1%−$239.4KCut−$301.2K
Tesla, Inc.TSLA1.94K$721.6K0.1%−$137.3KAdded−$70.4K
Air Prods & Chems Inc2.44K$709.4K0.1%$96.5KAdded$161.2K
Wells Fargo Co New8.91K$709.2K0.1%−$121.1KCut−$135.7K
Ishares Tr4.67K$707.5K0.1%$48KHeld
United Rentals, Inc.URI922$671.7K0.1%−$74.1KAdded−$71.2K
Lockheed Martin CorpLMT1.09K$656.1K0.1%$131.1KHeld
Eaton Corp PlcETN1.83K$654.9K0.1%$71.7KCut$40.2K
Monster Beverage Corp New8.9K$645.2K0.1%−$37.5KCut−$50.8K
Vanguard Index Fds2.85K$619.2K0.1%$15.6KCut$9.42K
D R Horton Inc4.47K$613.5K0.1%−$30.4KHeld
Walmart Inc.WMT4.92K$612.2K0.1%$64.3KCut$26.4K
International Business Machs2.52K$610.1K0.1%−$135.5KHeld
Salesforce, Inc.CRM3.13K$583.9K0.1%−$245.5KCut−$344.9K
Rockwell Automation, IncROK1.6K$573.1K0.1%−$48.2KCut−$75.1K
Automatic Data Processing In2.8K$572.4K0.1%−$151.6KCut−$159.8K
Ishares Tr7.6K$533.6K0.1%$5.24KAdded$54.9K
Vanguard Index Fds2.58K$529.9K0.1%−$8.55KCut−$21.1K
Schwab Strategic Tr17.9K$519.2K0.1%$10.7KAdded$10.7K
Ishares Tr2.74K$519.1K0.1%$22.9KCut$8.45K
Coca Cola CoKO6.72K$513.5K0.1%$43.7KAdded$43.8K
Honeywell Intl Inc2.24K$507.2K0.1%$43.6KAdded$232.5K
Ishares Tr5.33K$494.7K0.1%−$7.57KHeld
Schwab Strategic Tr14.6K$481.2K0.1%$2.92KCut−$3.56K
GE Vernova Inc.GEV511$446.2K0.0%$112.2KHeld
Vulcan Matls Co1.63K$444.4K0.0%−$21.1KCut−$37.6K
Parker-Hannifin CorpPH489$437.8K0.0%$7.96KCut−$32.5K
Schwab Charles Corp4.62K$433.9K0.0%−$27.4KHeld
ServiceNow, Inc.NOW4.13K$431.3K0.0%−$200.6KCut−$326.6K
Travelers Companies, Inc.TRV1.42K$412.7K0.0%$2.29KCut−$6.41K
Roper Technologies IncROP1.15K$406.2K0.0%−$67.1KAdded$79.1K
Union Pac Corp1.67K$405.2K0.0%$17.1KAdded$54.7K
General Dynamics CorpGD1.18K$404.7K0.0%$7.73KHeld
Fastenal CoFAST8.68K$402.9K0.0%$54.4KHeld
Bank America Corp7.95K$387.7K0.0%−$49.7KCut−$59.9K
Dominion Energy, IncD6.24K$385.6K0.0%$20.1KHeld
Vanguard Scottsdale Fds6.3K$369.1K0.0%−$17Added$363.9K
Ishares Tr3.78K$367.9K0.0%$3.63KHeld
Innovator Etfs Trust8.38K$360.6K0.0%−$5.51KHeld
Csx CorpCSX8.77K$359.9K0.0%$42.1KCut$39.8K
Chubb Limited1.09K$356K0.0%$14.8KCut−$138.8K
Spdr Dow Jones Indl Average761$352.9K0.0%−$13.2KHeld
Accenture Plc Ireland1.77K$350.4K0.0%−$123.7KHeld
Kinsale Cap Group Inc1.01K$345.8K0.0%−$50.1KCut−$77K
Abbott LabsABT3.33K$342.2K0.0%−$75.4KCut−$84.2K
Ecolab Inc.ECL1.27K$340.1K0.0%$4.46KHeld
Synopsys IncSNPS850$337K0.0%−$62.3KHeld
Elevance Health Inc Formerly1.14K$334.3K0.0%−$66KCut−$91.6K
Comcast Corp New11.4K$327.4K0.0%−$13.5KCut−$16.4K
BlackRock, Inc.BLK332$319.3K0.0%−$36.1KCut−$46.8K
Arista Networks, Inc.ANET2.6K$319.1K0.0%−$21.4KCut−$54.1K
Invesco Qqq Tr549$316.9K0.0%−$18.1KAdded$17.1K
Proshares Tr4.14K$309.8K0.0%−$20.1KCut−$36.2K
Lowes Cos Inc1.27K$301.3K0.0%−$6.22KHeld
Schwab Strategic Tr10.3K$299.1K0.0%−$35.8KHeld
Colgate Palmolive CoCL3.5K$298.7K0.0%$21.8KCut$20.9K
Vanguard World Fd1.31K$296.3K0.0%$23.4KHeld
Bristol-Myers Squibb Co4.81K$291.9K0.0%$32.3KHeld
Thermo Fisher Scientific Inc.TMO587$288.7K0.0%−$51.6KCut−$53.9K
Unitedhealth Group IncUNH1.06K$287.9K0.0%−$60.4KAdded−$46.8K
Ishares Tr1.35K$285.7K0.0%−$1.24KHeld
Motorola Solutions, Inc.MSI643$279.8K0.0%$32.6KHeld
Mondelez Intl Inc4.76K$276.2K0.0%$18.1KCut−$9.8K
Vanguard World Fd2.42K$271.1K0.0%−$21KHeld
Cbre Group, Inc.CBRE1.97K$266.4K0.0%−$49.8KHeld
Pfizer IncPFE9.48K$266.2K0.0%$29.2KAdded$37.6K
Truist Finl Corp5.75K$264.6K0.0%−$18.6KHeld
Cadence Design System Inc946$262.9K0.0%−$32.8KCut−$178.8K
Mckesson CorpMCK294$254.7K0.0%$13.2KHeld
Blackstone Inc.BX2.21K$254.1K0.0%−$86.5KHeld
Quest Diagnostics IncDGX1.26K$247.9K0.0%$28.4KHeld
Emerson Elec Co1.87K$244.5K0.0%−$3.17KHeld
Fulton Finl Corp Pa12K$243.7K0.0%$9.82KHeld
Ishares Tr1.22K$234.6K0.0%−$8.33KHeld
Edwards Lifesciences CorpEW2.89K$231.8K0.0%−$15KCut−$49.9K
American Tower Corp New1.34K$230.9K0.0%−$6.18KCut−$37.4K
T-Mobile Us Inc1.08K$226.8K0.0%$7.55KCut−$82.8K
Intuitive Surgical IncISRG492$226.8K0.0%−$51.8KCut−$214.4K
Spdr Series Trust2.39K$226K0.0%$8.63KHeld
United Therapeutics Corp Del373$221.2K0.0%$39.4KHeld
Ishares Tr687$215.6K0.0%−$6.32KHeld
Spdr Gold Tr498$214.3K0.0%$16.9KCut−$3.69K
Boeing Co1.07K$214K0.0%−$17.7KAdded$1.83K
Bank New York Mellon Corp1.8K$213.2K0.0%$4.56KHeld
Adobe Inc.ADBE875$212.7K0.0%−$93.5KCut−$247.5K
Centerpoint Energy IncCNP4.92K$212.3K0.0%$23.7KHeld
Valero Energy Corp850$210K0.0%$71.6KHeld
Ishares Tr2.31K$209.1K0.0%$2.47KCut−$11.5K
Jacobs Solutions Inc.J1.64K$208.4K0.0%−$8.48KHeld
Cummins IncCMI386$207.7K0.0%$10.6KHeld
Trex Co IncTREX5.69K$207.3K0.0%$7.63KCut−$6.26K
Sherwin Williams CoSHW614$196.8K0.0%−$2.1KAdded$1.1K
Microchip Technology Inc.2.92K$188.4K0.0%$2.6KHeld
Leidos Holdings, Inc.LDOS1.2K$186.2K0.0%−$29.8KHeld
L3harris Technologies Inc533$184K0.0%$27.5KCut−$43.3K
Philip Morris Intl Inc1.1K$182.9K0.0%$5.43KHeld
Vanguard Intl Equity Index F2.43K$182.6K0.0%$3.07KAdded$35.8K
Spdr Series Trust3.18K$179.9K0.0%−$731Held
Deere & CoDE318$179.1K0.0%$31.1KHeld
Canadian Nat Res Ltd3.6K$177K0.0%$53.7KHeld
Verisk Analytics, Inc.VRSK930$176.5K0.0%−$31.6KHeld
Cboe Global Mkts Inc622$174.8K0.0%$18.7KHeld
Flexshares Tr2.2K$174K0.0%−$3.78KHeld
United Bankshares Inc West V4.16K$173.8K0.0%$12.6KHeld
Select Sector Spdr Tr2.83K$173.1K0.0%$46.8KCut−$18.2K
Disney Walt Co1.79K$173K0.0%−$32.1KCut−$35.6K
Townebank Portsmouth Va5K$169.7K0.0%$1.5KHeld
Goldman Sachs Group Inc195$165K0.0%−$6.44KCut−$17K
Vaneck Etf Trust9.47K$163.9K0.0%−$1.04KHeld
Vanguard Admiral Fds Inc400$163K0.0%−$14.8KCut−$50.4K
Texas Instrs Inc835$162.1K0.0%$16.4KAdded$24.5K
Capital One Finl Corp883$161.1K0.0%−$52.9KHeld
Morgan Stanley Etf Trust2.01K$160.8K0.0%−$8.4KHeld
FVCBankcorp, Inc.FVCB10.3K$156.5K0.0%$13.2KCut−$11.5K
Progressive Corp782$155K0.0%−$23.1KCut−$149.7K
Spdr S&P Midcap 400 Etf Tr250$154.6K0.0%$3.2KHeld
Ishares Tr1.34K$151.2K0.0%−$13.6KHeld
American Wtr Wks Co Inc New1.1K$149.6K0.0%$6.14KHeld
Illinois Tool Wks Inc570$148.5K0.0%$7.86KCut−$5.47K
Vanguard Admiral Fds Inc1.27K$145.5K0.0%$4.9KHeld
Ab Active Etfs Inc3.38K$144.1K0.0%$237Cut−$12.5K
Sprott Asset Management Lp3.91K$138.4K0.0%$9.45KHeld
3M COMMM950$138K0.0%−$14.1KHeld
Renew Energy Global Plc30K$137.4K0.0%−$32.1KHeld
Ishares Tr913$132.1K0.0%$3.24KHeld
Wec Energy Group, Inc.WEC1.13K$130.6K0.0%$11.6KHeld
Veralto CorpVLTO1.47K$130.3K0.0%−$16.7KHeld
Verizon Communications IncVZ2.57K$129.2K0.0%$24.4KCut−$83.2K
Ishares Tr1K$128.1K0.0%−$8.82KHeld
Analog Devices IncADI401$127.6K0.0%$17.3KAdded$27.8K
Public Storage Oper Co470$127.3K0.0%$5.35KCut−$43.7K
Ishares Tr582$127.3K0.0%$2.36KHeld
Dollar Tree, Inc.DLTR1.1K$121K0.0%−$14.9KHeld
At&T Inc4.01K$116.4K0.0%$16.7KHeld
Brookfield Infrast Partners3.2K$115.6K0.0%$4.42KHeld
Target CorpTGT943$114.3K0.0%$22.1KCut$19.1K
Booking Holdings Inc.BKNG27$113.7K0.0%−$30.9KHeld
Spdr Index Shs Fds2.46K$112.4K0.0%$3.05KCut−$5.83K
NIKE, Inc.NKE2.08K$110.6K0.0%−$22.7KCut−$38.5K
Vanguard World Fd300$110.2K0.0%−$13.6KHeld
Cencora, Inc.COR350$109.9K0.0%−$8.26KHeld
Linde PlcLIN221$109.6K0.0%$12.8KAdded$30.7K
Tortoise Capital Series Trus2.56K$108.4K0.0%$17.7KCut−$2.13K
Lattice Strategies Tr2.62K$103.4K0.0%$6.42KCut$1.61K
Hubbell IncHUBB210$103.1K0.0%$9.79KHeld
CARRIER GLOBAL CorpCARR1.79K$100.8K0.0%$6.21KHeld
Blackrock Energy & Res Tr5.8K$100.4K0.0%$21.9KHeld
Medtronic PlcMDT1.15K$100.4K0.0%−$10.8KCut−$27.5K
Select Sector Spdr Tr2.14K$98.2K0.0%$6.85KHeld
Morgan Stanley Etf Trust1.34K$97.4K0.0%$1.86KHeld
Novartis Ag626$95.6K0.0%$9.32KCut−$58.2K
Starbucks CorpSBUX1.07K$95.5K0.0%$699Added$84.6K
Innovator Etfs Trust2.23K$95K0.0%−$1.97KHeld
Ball CorpBALL1.6K$94.6K0.0%$9.82KCut−$22.2K
Globe Life Inc675$93.9K0.0%−$466Held
Markel Group Inc.MKL49$93.8K0.0%−$11.5KHeld
Franco Nev Corp376$92.9K0.0%$15KHeld
Eagle Finl Svcs Inc2.61K$91.3K0.0%−$12.6KHeld
Phillips 66PSX500$91.1K0.0%$26.6KHeld
Shopify Inc.SHOP755$89.6K0.0%−$32KHeld
Altria Group, Inc.MO1.32K$88.5K0.0%$11KHeld
Prudential Finl Inc900$87.9K0.0%−$13.7KHeld
Gladstone Commercial Corp7.69K$87.9K0.0%$5.84KHeld
Tower Semiconductor LtdTSEM500$87.7K0.0%$29KHeld
Vanguard Index Fds473$87.2K0.0%$3.27KHeld
Cooper Cos Inc1.22K$86.9K0.0%−$12.7KHeld
Cme Group Inc.CME290$85.7K0.0%$6.46KHeld
Tootsie Roll Inds Inc1.97K$84K0.0%$11.6KAdded$14.1K
Pg&E Corp4.78K$83.9K0.0%$7.16KHeld
Proshares Tr1.6K$83K0.0%−$9.66KHeld
Amplify Etf Tr1.09K$82.2K0.0%−$5.78KHeld
Mercadolibre IncMELI47$81.3K0.0%−$13.4KCut−$154.4K
Innovator Etfs Trust3K$79.9K0.0%−$263Held
Boston Scientific CorpBSX1.27K$79.6K0.0%−$39.7KAdded−$36.7K
Dicks Sporting Goods Inc400$79.3K0.0%$128Held
Idexx Labs Inc141$79.2K0.0%−$16.2KHeld
S&P Global Inc.SPGI184$78.3K0.0%−$16.4KAdded−$10.1K
Clorox Co Del730$75.7K0.0%$2.06KCut−$20.6K
Aes CorpAES5.3K$74.7K0.0%−$1.32KHeld
Berkley W R Corp1.11K$73.6K0.0%−$4.26KHeld
Spdr Series Trust1.38K$73.3K0.0%−$3.23KAdded$15.9K
Lyondellbasell Industries N869$70K0.0%$32.4KHeld
Micron Technology IncMU207$70K0.0%$10.9KCut−$16K
Invesco Exchange Traded Fd T1.2K$69.7K0.0%−$1.69KHeld
Schwab Strategic Tr2.25K$69K0.0%$7.31KHeld
Brookfield Renewable Partner2.1K$68.5K0.0%$11.9KHeld
Fortive CorpFTV1.24K$68.4K0.0%$87Cut−$14.8K
Vanguard World Fd95$66.3K0.0%−$5.33KCut−$9.09K
Vanguard Intl Equity Index F800$65.9K0.0%−$944Held
Ameriprise Finl Inc148$65.8K0.0%−$6.8KHeld
Unilever Plc1.14K$65.7K0.0%−$8.99KCut−$20.2K
Ishares Tr954$65K0.0%−$1.11KAdded$16.2K
Ishares Tr406$64.8K0.0%$775Held
Otis Worldwide CorpOTIS822$63.4K0.0%−$8.44KHeld
Cincinnati Finl Corp400$63.3K0.0%−$2.36KHeld
Ge Healthcare Technologies I889$63.3K0.0%−$9.63KCut−$47.2K
Prologis Inc.476$62.9K0.0%$1.71KAdded$14.5K
United Airls Hldgs Inc675$62.1K0.0%−$13.3KCut−$14.4K
Dimensional Etf Trust1.27K$61.8K0.0%$2.38KHeld
Innovator Etfs Trust1.53K$61.5K0.0%−$949Held
Zimmer Biomet Holdings, Inc.ZBH678$61.5K0.0%$339Held
Ametek Inc/AME285$61.1K0.0%$2.58KHeld
Ishares Tr1.07K$60.6K0.0%$2.22KHeld
Select Sector Spdr Tr454$60.3K0.0%−$1.93KAdded$35.3K
Vanguard Index Fds230$59.1K0.0%−$5KHeld
Pure Storage IncP1K$59K0.0%−$7.97KHeld
Vanguard Intl Equity Index F600$58.6K0.0%$4.4KHeld
Qnity Electronics, Inc.Q503$58K0.0%$17KCut$7.99K
Wisdomtree Tr1.6K$57.4K0.0%$3.98KHeld
DuPont de Nemours, Inc.DD1.23K$56.2K0.0%$6.87KHeld
International Flavors&Fragra770$56.1K0.0%$3.97KCut−$18.4K
Exchange Traded Concepts Tru810$55.4K0.0%−$713Cut−$14.6K
Nrg Energy, Inc.NRG373$54.5K0.0%−$4.89KHeld
American Elec Pwr Co Inc410$53.8K0.0%$6.47KHeld
Strategy Inc427$53.3K0.0%−$11.6KHeld
Intel CorpINTC1.18K$52.3K0.0%$8.56KCut$4.24K
Spdr Series Trust509$51.4K0.0%$1.39KHeld
Spdr Series Trust352$51.4K0.0%$2.39KHeld
Oneok Inc /New/OKE560$50.6K0.0%$9.46KHeld
General Mls IncGIS1.31K$48.7K0.0%−$12.1KCut−$15.5K
Oreilly Automotive Inc513$47.4K0.0%$504Added$5.58K
Fiserv IncFISV844$47.1K0.0%−$9.6KHeld
Sba Communications Corp NewSBAC270$46.5K0.0%−$5.76KHeld
Southwest Gas Hldgs Inc533$46.3K0.0%$3.67KHeld
Masco Corp746$45K0.0%−$2.3KHeld
Plains All Amern Pipeline L2K$44.7K0.0%$8.74KHeld
Vanguard Specialized Funds203$43.7K0.0%−$958Held
Palantir Technologies Inc.PLTR297$43.4K0.0%−$9.35KCut−$164.7K
Kimberly Clark CorpKMB426$41.6K0.0%−$1.87KHeld
Huntington Ingalls Inds Inc108$41K0.0%$4.3KHeld
Chipotle Mexican Grill IncCMG1.28K$41K0.0%−$6.39KCut−$101.8K
Digital Rlty Tr Inc215$38.7K0.0%$5.22KCut−$16.6K
Ppl Corp1K$38.5K0.0%$3.19KHeld
Southwest Airls Co1K$37.6K0.0%−$3.76KCut−$3.88K
Price T Rowe Group IncTROW415$37.4K0.0%−$5.08KHeld
Qualcomm Inc286$36.8K0.0%−$12.1KCut−$33K
Newmont Corp340$36.8K0.0%$2.86KCut−$12.7K
Ishares Bitcoin Trust EtfIBIT950$36.5K0.0%−$10.7KHeld
Energy Transfer L P1.84K$35.6K0.0%$5.18KHeld
United Parcel Service IncUPS355$34.9K0.0%−$288Held
Advanced Micro Devices IncAMD171$34.8K0.0%−$1.83KCut−$2.26K
Ishares Tr293$34.7K0.0%$1.39KHeld
Ishares Tr560$34.5K0.0%−$1.14KAdded$13K
Dell Technologies Inc.DELL206$33.8K0.0%$7.88KHeld
Ebay IncEBAY358$32.6K0.0%$1.4KHeld
Cheniere Energy Partners LpCQP485$31.3K0.0%$5.41KHeld
Select Sector Spdr Tr751$30.7K0.0%$353Added$1.01K
M & T Bk Corp147$30.4K0.0%$770Held
Halliburton CoHAL778$30.3K0.0%$8.35KHeld
Autodesk, Inc.ADSK126$30.2K0.0%−$7.13KHeld
Vanguard Index Fds339$30.1K0.0%$72Cut−$1.43K
Cigna GroupCI111$29.6K0.0%−$941Held
Ishares Tr324$29.6K0.0%New
Ishares Tr293$29.5K0.0%New
Spdr Series Trust1.13K$28.9K0.0%New
Pnc Finl Svcs Group Inc138$28.7K0.0%−$88Held
Carnival Corp Ltd.CCL1.11K$28.7K0.0%−$5.17KHeld
Innovator Etfs Trust1.13K$28.7K0.0%$11Held
Innovator Etfs Trust615$28.3K0.0%−$284Held
Ppg Inds Inc260$27.8K0.0%$1.15KHeld
Ishares Tr245$27.3K0.0%−$625Held
Waste Mgmt Inc Del118$27.1K0.0%$1.19KHeld
Welltower Inc.WELL137$27.1K0.0%$1.66KHeld
Howmet Aerospace Inc.HWM117$27K0.0%$2.98KHeld
Ishares Inc411$26.6K0.0%$284Held
Slb Limited/NvSLB514$26.6K0.0%$6.69KHeld
Wheaton Precious Metals Corp.WPM200$26.2K0.0%$2.72KHeld
Vanguard World Fd150$26K0.0%$7.07KHeld
Vanguard Bd Index Fds347$25.6K0.0%New
Eqt CorpEQT400$25.5K0.0%$4.02KHeld
Ishares Tr77$24.5K0.0%−$1.92KHeld
Fidelity Covington Trust442$24.4K0.0%−$640Cut−$9.6K
Innovator Etfs Trust900$24.1K0.0%−$79Held
American Woodmark Corporatio600$23.9K0.0%−$8.44KHeld
Yum China Hldgs Inc480$23.4K0.0%$499Held
Taiwan Semiconductor Mfg Ltd68$23K0.0%New
Freeport-Mcmoran IncFCX390$22.9K0.0%$3.12KHeld
Ishares Tr228$22.6K0.0%New
Dorian Lpg Ltd.LPG660$22.6K0.0%$6.51KCut$1.64K
Electronic Arts Inc.EA110$22.4K0.0%−$51Held
Sempra229$22.4K0.0%$2.04KHeld
Spdr Series Trust175$22.4K0.0%$1.01KHeld
Dbx Etf Tr447$22.1K0.0%New
Gencor Inds Inc1.45K$21.8K0.0%$2.96KHeld
Select Sector Spdr Tr148$21.7K0.0%−$598Added$10.4K
Church & Dwight Co Inc227$21.2K0.0%$2.15KHeld
Spdr Index Shs Fds421$21K0.0%−$295Cut−$8.62K
Ishares Tr444$20.5K0.0%New
Crowdstrike Hldgs Inc51$19.9K0.0%−$4KHeld
Ishares Tr453$19.3K0.0%New
Ishares Tr310$19.2K0.0%$717Cut−$80K
Ishares Tr298$19.2K0.0%−$196Cut−$14.2K
Vanguard Scottsdale Fds236$18.7K0.0%New
Vanguard Scottsdale Fds226$18.7K0.0%New
Newmarket CorpNEU29$18.7K0.0%−$1.34KHeld
Consolidated Edison IncED165$18.7K0.0%$2.29KHeld
Select Sector Spdr Tr168$18.3K0.0%−$209Added$15.9K
Genuine Parts CoGPC170$18.2K0.0%−$2.92KHeld
Kayne Anderson Energy Infrst1.27K$18.1K0.0%$2.4KHeld
Evergy, Inc.EVRG220$18K0.0%$2.08KHeld
HCA Healthcare, Inc.HCA38$18K0.0%$243Cut−$1.63K
Goldman Sachs Etf Tr142$17.8K0.0%New
Johnson Ctls Intl Plc132$17.3K0.0%$1.48KCut−$318
Entergy Corp New152$17.1K0.0%$3.03KHeld
Versant Media Group, Inc.VSNT456$16.9K0.0%New
Ralliant CorpRAL403$16.8K0.0%−$3.76KCut−$8.34K
J P Morgan Exchange Traded F300$16.7K0.0%New
Southern Co170$16.4K0.0%$1.58KHeld
Paypal Hldgs Inc358$16.2K0.0%−$4.71KHeld
Spdr Index Shs Fds192$16.1K0.0%$3.04KAdded$3.38K
Invesco Exch Traded Fd Tr Ii265$15.8K0.0%$1.04KHeld
Ishares Tr130$15.8K0.0%−$993Held
Ishares Tr107$15.6K0.0%$503Held
J P Morgan Exchange Traded F205$15.5K0.0%New
Uber Technologies, IncUBER214$15.4K0.0%−$2.09KHeld
Simplify Exchange Traded Fun307$15.2K0.0%New
Global X Fds491$15.2K0.0%$6Held
New York Times CoNYT180$15.1K0.0%$2.58KHeld
Invesco Exchange Traded Fd T140$15.1K0.0%−$874Held
Provident Finl Svcs Inc709$15K0.0%$1,000Held
Tortoise Energy Infra Corp298$14.9K0.0%$2.67KHeld
Embraer S.A.EMBJ250$14.8K0.0%−$1.26KHeld
Select Sector Spdr Tr91$14.7K0.0%New
Etf Ser Solutions136$14.6K0.0%New
Realty Income CorpO238$14.6K0.0%$1.08KHeld
Spdr Index Shs Fds310$14.5K0.0%$31Held
Eog Res Inc100$14.5K0.0%$3.96KHeld
Vertex Pharmaceuticals Inc32$14.3K0.0%−$218Cut−$2.03K
Dollar Gen Corp New120$14.2K0.0%−$1.68KCut−$3.68K
Ssga Active Etf Tr348$14K0.0%New
Ishares Tr236$13.6K0.0%$3.7KHeld
Republic Svcs Inc62$13.6K0.0%$326Added$3.83K
Vanguard Intl Equity Index F95$13.1K0.0%−$260Held
Ishares Tr300$13.1K0.0%−$1.34KHeld
Fedex CorpFDX36$12.8K0.0%$2.42KHeld
Ishares Tr153$12.7K0.0%New
Brookfield Corp312$12.6K0.0%−$1.69KHeld
Invesco Exchange Traded Fd T125$12.2K0.0%$623Held
Spdr Index Shs Fds275$12.2K0.0%$426Cut−$640
ONE Gas, Inc.OGS140$12.1K0.0%$1.24KHeld
Morgan Stanley73$12K0.0%−$247Added$8.64K
Ishares Tr159$11.8K0.0%$467Held
Invesco Exchange Traded Fd T71$11.8K0.0%$644Held
First Tr Exchange-Traded Fd50$11.7K0.0%−$1.76KHeld
Carlisle Cos Inc35$11.7K0.0%$481Held
Ishares Tr88$11.7K0.0%New
Solstice Advanced Matls Inc153$11.7K0.0%$4.22KCut$1.99K
International Tower Hill Min5K$11.5K0.0%$2.2KHeld
Alibaba Group Hldg Ltd89$11.2K0.0%−$1.88KHeld
Spotify Technology S.A.SPOT23$11.2K0.0%−$2.2KHeld
Gsk Plc198$11K0.0%$1.23KHeld
Vanguard Intl Equity Index F75$10.9K0.0%$185Cut−$10.6K
Annaly Capital Management In500$10.9K0.0%−$605Held
Dimensional Etf Trust174$10.9K0.0%$495Added$745
Legg Mason Etf Invt253$10.8K0.0%New
Invesco Exch Traded Fd Tr Ii215$10.7K0.0%New
Ishares Tr289$10.6K0.0%New
Corning Inc73$9.93K0.0%$3.53KHeld
Iron Mtn Inc Del97$9.91K0.0%New
Brookfield Infrastructure CorpBIPC249$9.84K0.0%−$1.46KHeld
American Centy Etf Tr121$9.75K0.0%New
Vontier CorpVNT268$9.51K0.0%−$459Held
Novo-Nordisk A S250$9.49K0.0%−$3.23KHeld
Te Connectivity PlcTEL45$9.41K0.0%−$832Held
Ishares Tr200$9.31K0.0%−$330Held
Global X Fds181$9.2K0.0%$69Added$8.1K
Aegon Ltd1.25K$9.07K0.0%−$562Held
Stanley Black & Decker, Inc.SWK126$8.95K0.0%−$406Held
Grayscale Bitcoin Trust EtfGBTC166$8.76K0.0%−$2.59KHeld
Ishares Tr92$8.74K0.0%New
Ishares Tr50$8.44K0.0%$4Held
First Tr Exchange Traded Fd121$8.26K0.0%−$144Held
Trane Technologies PlcTT19$7.92K0.0%New
Snowflake Inc.SNOW52$7.84K0.0%−$3.56KHeld
Mosaic Co NewMOS305$7.78K0.0%$430Held
Nuscale Pwr Corp700$7.59K0.0%−$2.33KHeld
Vanguard Index Fds25$7.47K0.0%−$398Held
General Mtrs Co100$7.45K0.0%−$682Held
Paychex IncPAYX80$7.37K0.0%−$1.6KHeld
Cognizant Technology Solutio120$7.36K0.0%−$2.6KHeld
Ulta Beauty, Inc.ULTA14$7.32K0.0%−$1.15KHeld
Kroger CoKR100$7.24K0.0%$988Held
Vistra Corp.VST48$7.22K0.0%−$528Held
Ishares Tr76$7.14K0.0%New
Corteva, Inc.CTVA85$7.12K0.0%$1.42KHeld
NXP Semiconductors N.V.NXPI34$6.69K0.0%−$687Held
Vanguard World Fd28$6.62K0.0%−$415Held
Baker Hughes Company107$6.53K0.0%$1.66KHeld
Teva Pharmaceutical Inds Ltd216$6.51K0.0%−$236Held
Intuit Inc.INTU15$6.49K0.0%−$460Added$5.16K
Invesco Actvely Mngd Etc Fd363$6.29K0.0%$652Added$4.17K
Select Sector Spdr Tr76$6.23K0.0%New
Kraft Heinz CoKHC265$5.96K0.0%−$467Cut−$2.21K
Select Sector Spdr Tr119$5.88K0.0%New
MARRIOTT VACATIONS WORLDWIDE CorpVAC90$5.86K0.0%$596Held
Flexshares Tr90$5.76K0.0%New
Ishares Tr49$5.69K0.0%$178Added$3.2K
Select Sector Spdr Tr51$5.65K0.0%New
Royal Caribbean Group20$5.53K0.0%−$65Held
Ishares Tr45$5.33K0.0%−$480Held
Asml Holding N V4$5.28K0.0%$1KHeld
Ishares Tr55$5.26K0.0%$30Held
Vanguard Scottsdale Fds112$5.26K0.0%New
Ishares Tr58$5.25K0.0%−$334Held
Newsmax Inc.NMAX1K$5.22K0.0%New
Harbor Etf Trust165$5.12K0.0%New
Global X Fds71$5.03K0.0%$413Held
Flexshares Tr89$4.91K0.0%New
Insmed IncINSM30$4.91K0.0%−$316Held
Illumina, Inc.ILMN39$4.81K0.0%−$308Held
Wabtec19$4.75K0.0%$620Added$1.12K
Solventum CorpSOLV72$4.7K0.0%−$1KHeld
Invesco Exchange Traded Fd T62$4.66K0.0%$6Added$1.66K
Vanguard World Fd17$4.63K0.0%−$264Held
Spinnaker Etf Series107$4.36K0.0%−$148Held
Kyndryl Hldgs Inc327$4.29K0.0%−$4.39KHeld
Ishares Tr12$4.28K0.0%−$203Held
Shell Plc46$4.28K0.0%$898Cut−$3.07K
Marsh & Mclennan Cos Inc24$4.16K0.0%New
Baxter Intl Inc240$4.03K0.0%−$555Held
Mccormick & Co Inc78$3.94K0.0%−$1.38KHeld
Dow Inc.DOW85$3.54K0.0%$1.55KHeld
Transdigm Group IncTDG3$3.48K0.0%New
Global X Fds70$3.39K0.0%$254Held
Ishares Tr30$3.27K0.0%New
Select Sector Spdr Tr64$3.2K0.0%New
Vanguard World Fd17$3.06K0.0%New
First Solar, Inc.FSLR15$2.96K0.0%−$960Held
Ishares Tr42$2.94K0.0%New
Viper Energy, Inc.VNOM62$2.91K0.0%$518Held
Ishares Tr74$2.91K0.0%$319Added$909
Riley Exploration Permian In75$2.73K0.0%$754Held
Ishares Tr28$2.71K0.0%New
Goldman Sachs Etf Tr27$2.71K0.0%New
Azz IncAZZ21$2.63K0.0%$377Held
Vanguard Charlotte Fds53$2.55K0.0%New
Ishares Tr29$2.42K0.0%$5Added$2.01K
Mp Materials Corp50$2.41K0.0%−$113Held
DENTSPLY SIRONA Inc.XRAY200$2.32K0.0%$34Held
Invesco Exchange Traded Fd T51$2.31K0.0%−$13Held
Brookfield Asset Managmt Ltd51$2.27K0.0%−$405Held
Lennar Corp25$2.17K0.0%−$399Held
Spdr Series Trust46$2.09K0.0%New
Siriusxm Holdings Inc80$1.85K0.0%$247Held
Ishares Inc40$1.82K0.0%$52Held
Viatris IncVTRS124$1.68K0.0%$132Held
Service Corp Intl20$1.65K0.0%$91Held
Toyota Motor Corp8$1.65K0.0%−$64Held
Lumen Technologies, Inc.LUMN233$1.62K0.0%−$191Held
J P Morgan Exchange Traded F32$1.62K0.0%New
Ishares Tr14$1.49K0.0%New
Blackrock Etf Trust25$1.46K0.0%New
Vaneck Etf Trust15$1.36K0.0%−$197Held
Advisorshares Tr40$1.24K0.0%−$93Held
Ishares Tr14$1.24K0.0%−$15Held
Hp IncHPQ63$1.21K0.0%−$193Held
Nokia Corp150$1.21K0.0%$235Held
Fidelity Covington Trust17$1.2K0.0%−$66Held
Fidelity Covington Trust12$1.04K0.0%$49Held
Ishares Tr9$9310.0%New
Biogen Inc.BIIB5$9170.0%$37Held
Chemours CoCC40$8820.0%$410Held
Veeva Sys Inc5$8790.0%−$238Held
Constellation Energy CorpCEG3$8670.0%−$229Held
Ares Capital CorpARCC48$8650.0%−$107Held
Ark Etf Tr10$6820.0%−$94Held
Transocean Ltd.RIG91$6040.0%$228Held
Zoetis Inc.ZTS5$5920.0%−$38Held
Sunrun Inc.RUN40$5430.0%−$193Held
Exelon CorpEXC11$5260.0%$62Held
Match Group Inc New16$5070.0%−$10Cut−$17.5K
Elme CommunitiesELME200$4020.0%−$3.08KHeld
Ark Etf Tr15$3970.0%−$38Held
Vornado Rlty Tr15$3900.0%−$110Held
Tractor Supply Co8$3550.0%−$37Held
Rayonier IncRYN16$3230.0%−$16Held
Organon & Co.OGN48$2880.0%−$57Held
Western Alliance Bancorp3$2130.0%−$40Held
Warner Bros. Discovery, Inc.WBD7$1930.0%−$9Cut−$20.6K
Schwab Us Tips Etf7$1870.0%New
Solaredge Technologies, Inc.SEDG3$1540.0%$67Held
NOV Inc.NOV8$1510.0%$25Held
Lite Strategy, Inc.LITS126$1470.0%−$20Held
Dxc Technology CoDXC8$1010.0%−$17Held
Ishares Tr5$920.0%$9Held
Plug Power IncPLUG38$860.0%$11Held
Vodafone Group Plc New4$610.0%$8Cut−$7.72K
Under Armour Inc9$540.0%$9Held
Under Armour Inc9$530.0%$9Held
DNOW Inc.DNOW2$240.0%−$3Held
Calidi Biotherapeutics Inc1$10.0%−$1Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.