Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERMAY WEALTH MANAGEMENT LLC | 08-10-2023 | 06-30-2023 | 554 | 519,563,426 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 151 | $273,026 | 1,269 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | CORE DIV GRWTH | 152 | $269,966 | 5,239 | 0.00 | 0.00 | -750 | -12.52 | 06-30-2023 |
| AMPHENOL CORP NEW | CL A | 153 | $269,107 | 3,162 | 0.00 | 0.00 | -128 | -3.89 | 06-30-2023 |
| NIKE INC | CL B | 154 | $268,889 | 2,429 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
