0001172661-14-001314.txt : 20140806
0001172661-14-001314.hdr.sgml : 20140806
20140806091031
ACCESSION NUMBER: 0001172661-14-001314
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140806
DATE AS OF CHANGE: 20140806
EFFECTIVENESS DATE: 20140806
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: EVERMAY WEALTH MANAGEMENT LLC
CENTRAL INDEX KEY: 0001066816
IRS NUMBER: 900439516
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-07230
FILM NUMBER: 141018232
BUSINESS ADDRESS:
STREET 1: 1776 WILSON BOULEVARD
STREET 2: SUITE 310
CITY: ARLINGTON
STATE: VA
ZIP: 22209
BUSINESS PHONE: (703) 822-5696
MAIL ADDRESS:
STREET 1: 1776 WILSON BOULEVARD
STREET 2: SUITE 310
CITY: ARLINGTON
STATE: VA
ZIP: 22209
FORMER COMPANY:
FORMER CONFORMED NAME: AYRSHIRE ASSOCIATES INC
DATE OF NAME CHANGE: 19990402
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001066816
XXXXXXXX
06-30-2014
06-30-2014
false
EVERMAY WEALTH MANAGEMENT LLC
1776 Wilson Boulevard
Suite 310
Arlington
VA
22209
13F COMBINATION REPORT
028-07230
0001053187
028-06808
Natixis Global Asset Management, L.P.
0001259887
028-10665
LONDON CO OF VIRGINIA
0000932859
028-04558
PARAMETRIC PORTFOLIO ASSOCIATES LLC
0000859804
028-05973
WEDGEWOOD PARTNERS INC
0001600145
028-15895
Van Hulzen Asset Management, LLC
N
Damon White
Managing Director/ Principal/ Chief Compliance Officer
703-822-5696
/s/ Damon White
Arlington
VA
08-06-2014
0
80
115580
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
205
1430
SH
SOLE
1430
0
0
ABBOTT LABS
COM
002824100
243
5948
SH
SOLE
5948
0
0
ABBVIE INC
COM
00287Y109
386
6847
SH
SOLE
6847
0
0
ADOBE SYS INC
COM
00724F101
244
3374
SH
SOLE
3374
0
0
AES CORP
COM
00130H105
159
10250
SH
SOLE
10250
0
0
AMAZON COM INC
COM
023135106
368
1132
SH
SOLE
1132
0
0
AMERICAN WTR WKS CO INC NEW
COM
030420103
317
6408
SH
SOLE
400
0
6008
APPLE INC
COM
037833100
1482
15951
SH
SOLE
15951
0
0
AT&T INC
COM
00206R102
317
8955
SH
SOLE
8955
0
0
BB&T CORP
COM
054937107
431
10943
SH
SOLE
10943
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
552
4362
SH
SOLE
4362
0
0
CELGENE CORP
COM
151020104
220
2558
SH
SOLE
2558
0
0
CHEVRON CORP NEW
COM
166764100
612
4688
SH
SOLE
4688
0
0
CISCO SYS INC
COM
17275R102
412
16595
SH
SOLE
16595
0
0
COCA COLA CO
COM
191216100
369
8714
SH
SOLE
8714
0
0
COMCAST CORP NEW
CL A
20030N101
543
10110
SH
SOLE
10110
0
0
CONOCOPHILLIPS
COM
20825C104
372
4336
SH
SOLE
4336
0
0
CUMMINS INC
COM
231021106
348
2255
SH
SOLE
2255
0
0
DANAHER CORP DEL
COM
235851102
825
10473
SH
SOLE
10473
0
0
DOMINION RES INC VA NEW
COM
25746U109
389
5433
SH
SOLE
5433
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
492
6638
SH
SOLE
6638
0
0
E M C CORP MASS
COM
268648102
238
9025
SH
SOLE
9025
0
0
EMERSON ELEC CO
COM
291011104
496
7474
SH
SOLE
7474
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
505
6454
SH
SOLE
0
0
6454
EXXON MOBIL CORP
COM
30231G102
2681
26630
SH
SOLE
26630
0
0
FLEXSHARES TR
QUALT DIVD IDX
33939L860
334
9520
SH
SOLE
0
0
9520
FMC TECHNOLOGIES INC
COM
30249U101
292
4780
SH
SOLE
4780
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
864
50105
SH
SOLE
50105
0
0
GENERAL ELECTRIC CO
COM
369604103
1464
55720
SH
SOLE
55720
0
0
GENERAL MLS INC
COM
370334104
535
10187
SH
SOLE
10187
0
0
GOOGLE INC
CL A
38259P508
318
544
SH
SOLE
544
0
0
HEALTH CARE REIT INC
COM
42217K106
287
4585
SH
SOLE
4585
0
0
INTEL CORP
COM
458140100
451
14600
SH
SOLE
14600
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1334
7362
SH
SOLE
7362
0
0
ISHARES
SELECT DIVID ETF
464287168
892
11583
SH
SOLE
0
0
11583
ISHARES
CORE S&P500 ETF
464287200
479
2434
SH
SOLE
0
0
2434
ISHARES
MSCI EAFE ETF
464287465
729
10657
SH
SOLE
0
0
10657
ISHARES
CORE S&P MCP ETF
464287507
17853
124776
SH
SOLE
0
0
124776
ISHARES
RUS 1000 VAL ETF
464287598
400
3945
SH
SOLE
0
0
3945
ISHARES
RUSSELL 2000 ETF
464287655
3316
27908
SH
SOLE
0
0
27908
ISHARES
CORE S&P SCP ETF
464287804
4958
44230
SH
SOLE
300
0
43930
ISHARES
INTL SEL DIV ETF
464288448
300
7520
SH
SOLE
0
0
7520
ISHARES
MICRO-CAP ETF
464288869
587
7710
SH
SOLE
0
0
7710
JOHNSON & JOHNSON
COM
478160104
930
8893
SH
SOLE
8893
0
0
JPMORGAN CHASE & CO
COM
46625H100
733
12714
SH
SOLE
12714
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
251
2450
SH
SOLE
2450
0
0
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
373
4434
SH
SOLE
0
0
4434
MCCORMICK & CO INC
COM VTG
579780107
971
13627
SH
SOLE
0
0
13627
MCDONALDS CORP
COM
580135101
923
9164
SH
SOLE
9164
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
243
4973
SH
SOLE
300
0
4673
MICROSOFT CORP
COM
594918104
413
9895
SH
SOLE
9895
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
228
2774
SH
SOLE
2774
0
0
NEXTERA ENERGY INC
COM
65339F101
513
5001
SH
SOLE
5001
0
0
NORFOLK SOUTHERN CORP
COM
655844108
579
5616
SH
SOLE
5616
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
211
2333
SH
SOLE
100
0
2233
PEPSICO INC
COM
713448108
772
8638
SH
SOLE
8638
0
0
PFIZER INC
COM
717081103
1565
52716
SH
SOLE
52716
0
0
PIMCO ETF TR
ENHAN SHRT MAT
72201R833
4050
39938
SH
SOLE
0
0
39938
PRECISION CASTPARTS CORP
COM
740189105
366
1452
SH
SOLE
0
0
1452
PRICE T ROWE GROUP INC
COM
74144T108
216
2560
SH
SOLE
2560
0
0
PROCTER & GAMBLE CO
COM
742718109
493
6275
SH
SOLE
6275
0
0
PROSHARES TR
PSHS LC COR PLUS
74347R248
571
6015
SH
SOLE
0
0
6015
SCHLUMBERGER LTD
COM
806857108
225
450
SH
SOLE
450
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
305
11309
SH
SOLE
11309
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
16562
353662
SH
SOLE
665
0
352997
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
263
6527
SH
SOLE
0
0
6527
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
4678
122225
SH
SOLE
0
0
122225
SIGMA ALDRICH CORP
COM
826552101
371
3657
SH
SOLE
0
0
3657
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
373
10568
SH
SOLE
0
0
10568
SPDR S&P 500 ETF TR
TR UNIT
78462F103
22116
112996
SH
SOLE
160
0
112836
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
333
1279
SH
SOLE
0
0
1279
STARBUCKS CORP
COM
855244109
319
4120
SH
SOLE
4120
0
0
TRI CONTL CORP
COM
895436103
283
13468
SH
SOLE
0
0
13468
UNITED BANKSHARES INC WEST V
COM
909907107
407
12587
SH
SOLE
0
0
12587
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
4450
67099
SH
SOLE
0
0
67099
VERIZON COMMUNICATIONS INC
COM
92343V104
571
11679
SH
SOLE
11679
0
0
WALGREEN CO
COM
931422109
200
2700
SH
SOLE
2700
0
0
WASHINGTONFIRST BANKSHARES I
COM
940730104
413
27716
SH
SOLE
0
0
27716
WELLS FARGO & CO NEW
COM
949746101
275
5238
SH
SOLE
5238
0
0
WISDOMTREE TR
SMALLCAP DIVID
97717W604
436
6230
SH
SOLE
0
0
6230