0001172661-14-001672.txt : 20141104 0001172661-14-001672.hdr.sgml : 20141104 20141104170909 ACCESSION NUMBER: 0001172661-14-001672 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141104 DATE AS OF CHANGE: 20141104 EFFECTIVENESS DATE: 20141104 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: 141194105 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 09-30-2014 09-30-2014 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 11-04-2014 0 80 116461
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 207 1460 SH SOLE 0 0 1460 ABBOTT LABS COM 002824100 309 7426 SH SOLE 240 0 7186 ABBVIE INC COM 00287Y109 449 7765 SH SOLE 240 0 7525 ADOBE SYS INC COM 00724F101 233 3374 SH SOLE 100 0 3274 AES CORP COM 00130H105 145 10250 SH SOLE 0 0 10250 ALTRIA GROUP INC COM 02209S103 228 4970 SH SOLE 0 0 4970 AMAZON COM INC COM 023135106 353 1095 SH SOLE 0 0 1095 AMERICAN WTR WKS CO INC NEW COM 030420103 309 6406 SH SOLE 400 0 6006 APPLE INC COM 037833100 1607 15951 SH SOLE 943 0 15008 AT&T INC COM 00206R102 384 10888 SH SOLE 0 0 10888 BB&T CORP COM 054937107 407 10941 SH SOLE 500 0 10441 BERKSHIRE HATHAWAY INC DEL CL A 084670108 207 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 618 4474 SH SOLE 150 0 4324 CELGENE CORP COM 151020104 242 2558 SH SOLE 100 0 2458 CHEVRON CORP NEW COM 166764100 559 4688 SH SOLE 50 0 4638 CISCO SYS INC COM 17275R102 415 16496 SH SOLE 750 0 15746 COCA COLA CO COM 191216100 381 8927 SH SOLE 0 0 8927 COMCAST CORP NEW CL A 20030N101 541 10060 SH SOLE 500 0 9560 CONOCOPHILLIPS COM 20825C104 413 5398 SH SOLE 0 0 5398 DANAHER CORP DEL COM 235851102 744 9788 SH SOLE 0 0 9788 DOMINION RES INC VA NEW COM 25746U109 375 5431 SH SOLE 400 0 5031 DUKE ENERGY CORP NEW COM NEW 26441C204 527 7048 SH SOLE 0 0 7048 E M C CORP MASS COM 268648102 239 8171 SH SOLE 700 0 7471 EMERSON ELEC CO COM 291011104 468 7474 SH SOLE 300 0 7174 ENTERPRISE PRODS PARTNERS L COM 293792107 1060 26308 SH SOLE 0 0 26308 EXXON MOBIL CORP COM 30231G102 2408 25605 SH SOLE 100 0 25505 FLEXSHARES TR QUALT DIVD IDX 33939L860 384 11020 SH SOLE 0 0 11020 FMC TECHNOLOGIES INC COM 30249U101 260 4780 SH SOLE 0 0 4780 FORD MTR CO DEL COM PAR $0.01 345370860 741 50106 SH SOLE 0 0 50106 GENERAL ELECTRIC CO COM 369604103 1415 55246 SH SOLE 700 0 54546 GENERAL MLS INC COM 370334104 505 10018 SH SOLE 500 0 9518 GOOGLE INC CL A 38259P508 767 1304 SH SOLE 0 0 1304 HEALTH CARE REIT INC COM 42217K106 286 4585 SH SOLE 0 0 4585 INTEL CORP COM 458140100 508 14603 SH SOLE 700 0 13903 INTERNATIONAL BUSINESS MACHS COM 459200101 1375 7241 SH SOLE 0 0 7241 ISHARES INTL SEL DIV ETF 464288448 269 7528 SH SOLE 0 0 7528 ISHARES MICRO-CAP ETF 464288869 536 7710 SH SOLE 0 0 7710 ISHARES TR CORE S&P MCP ETF 464287507 16408 119994 SH SOLE 145 0 119849 ISHARES TR CORE S&P SCP ETF 464287804 4938 47341 SH SOLE 545 0 46796 ISHARES TR CORE S&P500 ETF 464287200 483 2434 SH SOLE 0 0 2434 ISHARES TR MSCI EAFE ETF 464287465 699 10907 SH SOLE 0 0 10907 ISHARES TR RUS 1000 VAL ETF 464287598 395 3945 SH SOLE 0 0 3945 ISHARES TR RUSSELL 2000 ETF 464287655 3045 27843 SH SOLE 70 0 27773 ISHARES TR SELECT DIVID ETF 464287168 856 11588 SH SOLE 0 0 11588 JOHNSON & JOHNSON COM 478160104 958 8988 SH SOLE 0 0 8988 JPMORGAN CHASE & CO COM 46625H100 763 12671 SH SOLE 400 0 12271 LABORATORY CORP AMER HLDGS COM NEW 50540R409 249 2450 SH SOLE 0 0 2450 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 429 5094 SH SOLE 0 0 5094 MCCORMICK & CO INC COM VTG 579780107 913 13627 SH SOLE 0 0 13627 MCDONALDS CORP COM 580135101 835 8812 SH SOLE 0 0 8812 MICROCHIP TECHNOLOGY INC COM 595017104 235 4973 SH SOLE 300 0 4673 MICROSOFT CORP COM 594918104 458 9883 SH SOLE 400 0 9483 NATIONAL OILWELL VARCO INC COM 637071101 209 2740 SH SOLE 0 0 2740 NEXTERA ENERGY INC COM 65339F101 474 5051 SH SOLE 0 0 5051 NORFOLK SOUTHERN CORP COM 655844108 623 5586 SH SOLE 100 0 5486 NOVARTIS A G SPONSORED ADR 66987V109 217 2303 SH SOLE 100 0 2203 PEPSICO INC COM 713448108 801 8606 SH SOLE 250 0 8356 PFIZER INC COM 717081103 1553 52535 SH SOLE 300 0 52235 PIMCO ETF TR ENHAN SHRT MAT 72201R833 4124 40693 SH SOLE 0 0 40693 PRECISION CASTPARTS CORP COM 740189105 344 1452 SH SOLE 0 0 1452 PROCTER & GAMBLE CO COM 742718109 557 6653 SH SOLE 300 0 6353 PROSHARES TR PSHS LC COR PLUS 74347R248 578 6015 SH SOLE 0 0 6015 SCHWAB CHARLES CORP NEW COM 808513105 359 12209 SH SOLE 800 0 11409 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4769 123670 SH SOLE 0 0 123670 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 18200 387310 SH SOLE 2132 0 385178 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 253 6527 SH SOLE 0 0 6527 SIGMA ALDRICH CORP COM 826552101 497 3657 SH SOLE 0 0 3657 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 345 10568 SH SOLE 0 0 10568 SPDR S&P 500 ETF TR TR UNIT 78462F103 22035 111841 SH SOLE 220 0 111621 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 319 1279 SH SOLE 0 0 1279 STARBUCKS CORP COM 855244109 228 3020 SH SOLE 0 0 3020 TJX COS INC NEW COM 872540109 217 3665 SH SOLE 0 0 3665 TRI CONTL CORP COM 895436103 281 13468 SH SOLE 0 0 13468 UNITED BANKSHARES INC WEST V COM 909907107 389 12587 SH SOLE 0 0 12587 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 4581 68979 SH SOLE 0 0 68979 VERIZON COMMUNICATIONS INC COM 92343V104 606 12120 SH SOLE 300 0 11820 WASHINGTONFIRST BANKSHARES I COM 940730104 435 29013 SH SOLE 0 0 29013 WELLS FARGO & CO NEW COM 949746101 310 5968 SH SOLE 0 0 5968 WILLIAMS PARTNERS L P COM UNIT L P 96950F104 214 4040 SH SOLE 0 0 4040 WISDOMTREE TR SMALLCAP DIVID 97717W604 405 6230 SH SOLE 0 0 6230