Evermay Wealth Management Llc (1066816) Portfolio


Number of Companies: 43
Inflow: $2,223 K
Outflow: $-1,230 K
Net Flow: $993 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
786 12 Bt Group Plc (BT) Telecom Carriers 27,190 New Holding 27,190 $27.85 $757 $757
1 1 Nextera Energy Inc (NEE) Integrated Utilities 5,175 New Holding 5,175 $130.40 $674 $674
2886 77 Conocophillips (COP) Exploration And Production 4,679 New Holding 4,679 $43.60 $204 $204
3023 7 Merck And Co Inc (MRK) Large Pharma 3,482 New Holding 3,482 $57.61 $200 $200
3079 54 Apple Inc (AAPL) Communications Equipment 19,385 Added More 1,651 $95.60 $157 $1,853
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 2,302 Added More 150 $715.62 $107 $1,647
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 3,970 Added More 500 $77.23 $38 $306
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 10,386 Added More 1,101 $28.69 $31 $297
3050 14 Wells Fargo And Co (WFC) Diversified Banks 9,309 Added More 603 $47.33 $28 $440
2950 8 General Motors Co (GM) Automobiles 9,921 Added More 670 $28.30 $18 $280
3021 55 Celgene Corp (CELG) Biotech 2,393 Added More 41 $98.63 $4 $236
3030 69 Intel Corp (INTC) Semiconductor Devices 8,816 Added More 5 $32.80 $0 $289
2996 7 Target Corp (TGT) Mass Merchants 3,027 Added More 1 $69.82 $0 $211
3062 63 Atandt Inc (T) Telecom Carriers 9,674 Added More 1 $43.21 $0 $418
1585 183 United Bankshares Inc (UBSI) Banks 12,729 No Change 0 $37.51 $0 $477
3072 34 Microsoft Corp (MSFT) Infrastructure Software 5,613 No Change 0 $51.17 $0 $287
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 7,995 No Change 0 $65.19 $0 $521
2865 6 Norfolk Southern Corp (NSC) Rail Freight 5,358 No Change 0 $85.13 $0 $456
2822 14 Dr Horton Inc (DHI) Homebuilders 8,153 No Change 0 $31.48 $0 $256
3029 24 Coca-Cola Cothe (KO) Beverages 4,997 No Change 0 $45.33 $0 $226
2813 23 Laboratory Crp Of Amer Hldgs (LH) Health Care Services 4,197 No Change 0 $130.27 $0 $546
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 24,223 No Change 0 $93.74 $0 $2,270
2866 42 American Water Works Co Inc (AWK) Utility Networks 3,464 No Change 0 $84.51 $0 $292
439 11 Aes Corp (AES) Integrated Utilities 10,000 No Change 0 $12.48 $0 $124
3068 39 Mcdonalds Corp (MCD) Restaurants 5,002 No Change 0 $120.34 $0 $601
2948 269 Pnc Financial Services Group (PNC) Banks 3,117 No Change 0 $81.39 $0 $253
2959 33 Duke Energy Corp (DUK) Integrated Utilities 2,779 No Change 0 $85.79 $0 $238
2928 37 General Mills Inc (GIS) Packaged Food 5,564 No Change 0 $71.32 $0 $396
3077 22 Procter And Gamble Cothe (PG) Household Products 3,557 Sold Some -20 $84.67 $-1 $301
3016 38 Starbucks Corp (SBUX) Restaurants 5,782 Sold Some -160 $57.12 $-9 $330
3018 33 Danaher Corp (DHR) Life Science Equipment 7,170 Sold Some -100 $101.00 $-10 $724
3071 42 Intl Business Machines Corp (IBM) It Services 6,841 Sold Some -100 $151.78 $-15 $1,038
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 12,404 Sold Some -282 $55.84 $-15 $692
90 2 Marshall Monteagle Plc (MMP) Midstream Oil And Gas 4,364 Sold Some -274 $76.00 $-20 $331
3061 12 Chevron Corp (CVX) Integrated Oils 2,151 Sold Some -299 $104.83 $-31 $225
3022 6 Altria Group Inc (MO) Tobacco 3,099 Sold Some -500 $68.96 $-34 $213
3031 8 Pfizer Inc (PFE) Large Pharma 62,360 Sold Some -1,405 $35.21 $-49 $2,195
3040 9 Abbvie Inc (ABBV) Large Pharma 6,826 Sold Some -1,240 $61.91 $-76 $422
3049 6 General Electric Co (GE) Electrical Power Equipment 69,969 Sold Some -3,283 $31.48 $-103 $2,202
3059 25 Pepsico Inc (PEP) Beverages 9,122 Sold Some -1,000 $105.94 $-105 $966
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 11,082 Sold Some -2,204 $62.14 $-136 $688
2927 6 Ford Motor Co (F) Automobiles 53,680 Sold Some -11,107 $12.57 $-139 $674
3076 10 Johnson And Johnson (JNJ) Large Pharma 4,707 Sold Some -3,955 $121.30 $-479 $570