0001172661-19-000240.txt : 20190124 0001172661-19-000240.hdr.sgml : 20190124 20190124160545 ACCESSION NUMBER: 0001172661-19-000240 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190124 DATE AS OF CHANGE: 20190124 EFFECTIVENESS DATE: 20190124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EVERMAY WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0001066816 IRS NUMBER: 900439516 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-07230 FILM NUMBER: 19540057 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 12-31-2018 12-31-2018 false EVERMAY WEALTH MANAGEMENT LLC

1776 Wilson Boulevard Suite 310 Arlington VA 22209

13F COMBINATION REPORT 028-07230 0001053187 028-06808 Natixis Investment Managers, L.P. 0001259887 028-10665 LONDON CO OF VIRGINIA 0000932859 028-04558 PARAMETRIC PORTFOLIO ASSOCIATES LLC N Damon White 703-822-5696 /s/ Damon White Arlington VA 01-24-2019 0 131 308853 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 921 4834 SH SOLE 30 0 4804 ABBVIE INC COM 00287Y109 1361 14760 SH SOLE 350 0 14410 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 297 2104 SH SOLE 837 0 1267 ADOBE INC COM 00724F101 359 1589 SH SOLE 0 0 1589 AIR PRODS & CHEMS INC COM 009158106 228 1422 SH SOLE 230 0 1192 ALPHABET INC CAP STK CL A 02079K305 2400 2297 SH SOLE 32 0 2265 ALPHABET INC CAP STK CL C 02079K107 423 408 SH SOLE 39 0 369 ALTRIA GROUP INC COM 02209S103 436 8833 SH SOLE 350 0 8483 AMAZON COM INC COM 023135106 4730 3149 SH SOLE 60 0 3089 AMERICAN EXPRESS CO COM 025816109 492 5166 SH SOLE 1410 0 3756 AMERICAN WTR WKS CO INC NEW COM 030420103 282 3105 SH SOLE 0 0 3105 AMGEN INC COM 031162100 390 2001 SH SOLE 35 0 1966 ANTHEM INC COM 036752103 552 2103 SH SOLE 0 0 2103 APPLE INC COM 037833100 3901 24731 SH SOLE 833 0 23898 APPLIED MATLS INC COM 038222105 202 6159 SH SOLE 0 0 6159 AT&T INC COM 00206R102 460 16109 SH SOLE 3110 0 12999 AUTOMATIC DATA PROCESSING IN COM 053015103 416 3174 SH SOLE 509 0 2665 BANK AMER CORP COM 060505104 567 22995 SH SOLE 891 0 22104 BB&T CORP COM 054937107 483 11156 SH SOLE 0 0 11156 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1071 5247 SH SOLE 50 0 5197 BORGWARNER INC COM 099724106 218 6261 SH SOLE 0 0 6261 BRISTOL MYERS SQUIBB CO COM 110122108 409 7862 SH SOLE 2091 0 5771 CAPITAL ONE FINL CORP COM 14040H105 544 7195 SH SOLE 0 0 7195 CATERPILLAR INC DEL COM 149123101 437 3440 SH SOLE 0 0 3440 CELGENE CORP COM 151020104 309 4819 SH SOLE 129 0 4690 CHEVRON CORP NEW COM 166764100 532 4886 SH SOLE 383 0 4503 CHUBB LIMITED COM H1467J104 269 2079 SH SOLE 0 0 2079 CISCO SYS INC COM 17275R102 1056 24371 SH SOLE 486 0 23885 CLOROX CO DEL COM 189054109 210 1365 SH SOLE 90 0 1275 COCA COLA CO COM 191216100 380 8029 SH SOLE 819 0 7210 COMCAST CORP NEW CL A 20030N101 725 21305 SH SOLE 1120 0 20185 COSTCO WHSL CORP NEW COM 22160K105 285 1397 SH SOLE 0 0 1397 CSX CORP COM 126408103 331 5332 SH SOLE 0 0 5332 CUMMINS INC COM 231021106 503 3763 SH SOLE 0 0 3763 D R HORTON INC COM 23331A109 271 7810 SH SOLE 595 0 7215 DANAHER CORP DEL COM 235851102 1915 18575 SH SOLE 0 0 18575 DISCOVER FINL SVCS COM 254709108 298 5045 SH SOLE 0 0 5045 DISNEY WALT CO COM DISNEY 254687106 243 2220 SH SOLE 0 0 2220 DOLLAR TREE INC COM 256746108 541 5985 SH SOLE 0 0 5985 DOMINION ENERGY INC COM 25746U109 693 9695 SH SOLE 0 0 9695 DOWDUPONT INC COM 26078J100 307 5747 SH SOLE 0 0 5747 DREYFUS HIGH YIELD STRATEGIE SH BEN INT 26200S101 40 14710 PRN SOLE 0 0 14710 DUKE ENERGY CORP NEW COM NEW 26441C204 1034 11980 SH SOLE 0 0 11980 EATON CORP PLC SHS G29183103 542 7895 SH SOLE 50 0 7845 ECOLAB INC COM 278865100 245 1664 SH SOLE 796 0 868 EMERSON ELEC CO COM 291011104 236 3948 SH SOLE 0 0 3948 ENTERPRISE PRODS PARTNERS L COM 293792107 663 26945 SH SOLE 3330 0 23615 EXXON MOBIL CORP COM 30231G102 1573 23074 SH SOLE 2195 0 20879 FACEBOOK INC CL A 30303M102 1157 8824 SH SOLE 60 0 8764 FEDEX CORP COM 31428X106 200 1242 SH SOLE 0 0 1242 FIDELITY NATL INFORMATION SV COM 31620M106 308 3006 SH SOLE 916 0 2090 FORTIVE CORP COM 34959J108 486 7189 SH SOLE 0 0 7189 FULTON FINL CORP PA COM 360271100 336 21711 SH SOLE 0 0 21711 GENERAL ELECTRIC CO COM 369604103 375 49560 SH SOLE 3000 0 46560 GENERAL MLS INC COM 370334104 213 5465 SH SOLE 0 0 5465 GENERAL MTRS CO COM 37045V100 750 22436 SH SOLE 520 0 21916 HOME DEPOT INC COM 437076102 1629 9481 SH SOLE 462 0 9019 INTEL CORP COM 458140100 1362 29018 SH SOLE 1059 0 27959 INTERNATIONAL BUSINESS MACHS COM 459200101 673 5917 SH SOLE 33 0 5884 ISHARES TR CORE S&P MCP ETF 464287507 33358 200881 SH SOLE 9174 0 191707 ISHARES TR CORE S&P SCP ETF 464287804 10790 155659 SH SOLE 10127 0 145532 ISHARES TR CORE S&P500 ETF 464287200 10388 41286 SH SOLE 2280 0 39006 ISHARES TR MICRO-CAP ETF 464288869 252 3052 SH SOLE 109 0 2943 ISHARES TR MSCI EAFE ETF 464287465 208 3547 SH SOLE 669 0 2878 ISHARES TR RUS 1000 VAL ETF 464287598 441 3972 SH SOLE 3165 0 807 ISHARES TR RUSSELL 2000 ETF 464287655 2468 18435 SH SOLE 1508 0 16927 ISHARES TR SELECT DIVID ETF 464287168 836 9366 SH SOLE 0 0 9366 ISHARES TR SH TR CRPORT ETF 464288646 264 5110 SH SOLE 0 0 5110 JOHNSON & JOHNSON COM 478160104 1642 12720 SH SOLE 541 0 12179 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 30346 605344 SH SOLE 42632 0 562712 JPMORGAN CHASE & CO COM 46625H100 2018 20670 SH SOLE 289 0 20381 KINDER MORGAN INC DEL COM 49456B101 821 53350 SH SOLE 391 0 52959 LABORATORY CORP AMER HLDGS COM NEW 50540R409 529 4189 SH SOLE 0 0 4189 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 1064 41227 SH SOLE 2490 0 38737 LILLY ELI & CO COM 532457108 355 3066 SH SOLE 100 0 2966 LOWES COS INC COM 548661107 201 2177 SH SOLE 100 0 2077 LYONDELLBASELL INDUSTRIES N SHS - 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