0001172661-21-001075.txt : 20210510
0001172661-21-001075.hdr.sgml : 20210510
20210510170643
ACCESSION NUMBER: 0001172661-21-001075
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210510
DATE AS OF CHANGE: 20210510
EFFECTIVENESS DATE: 20210510
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: 21908294
BUSINESS ADDRESS:
STREET 1: 1776 WILSON BOULEVARD
STREET 2: SUITE 520
CITY: ARLINGTON
STATE: VA
ZIP: 22209
BUSINESS PHONE: (703) 822-5696
MAIL ADDRESS:
STREET 1: 1776 WILSON BOULEVARD
STREET 2: SUITE 520
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
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03-31-2021
03-31-2021
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EVERMAY WEALTH MANAGEMENT LLC
1776 Wilson Boulevard
Suite 520
Arlington
VA
22209
13F COMBINATION REPORT
028-07230
0001053187
028-06808
Natixis Investment Managers, LLC
0001259887
028-10665
LONDON CO OF VIRGINIA
0000932859
028-04558
PARAMETRIC PORTFOLIO ASSOCIATES LLC
N
Damon White
COO/Principal/Chief Compliance Officer
703-822-5696
/s/ Damon White
Arlington
VA
05-10-2021
0
174
500191
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
1250
6486
SH
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0
0
6486
ABBOTT LABS
COM
002824100
465
3878
SH
SOLE
938
0
2940
ABBVIE INC
COM
00287Y109
917
8474
SH
SOLE
807
0
7667
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
807
2920
SH
SOLE
1000
0
1920
ADOBE SYSTEMS INCORPORATED
COM
00724F101
591
1243
SH
SOLE
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0
1243
AIR PRODS & CHEMS INC
COM
009158106
914
3249
SH
SOLE
830
0
2419
AKAMAI TECHNOLOGIES INC
COM
00971T101
420
4118
SH
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0
0
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ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
229
1008
SH
SOLE
0
0
1008
ALPHABET INC
CAP STK CL A
02079K305
4325
2097
SH
SOLE
14
0
2083
ALPHABET INC
CAP STK CL C
02079K107
1194
577
SH
SOLE
98
0
479
ALTRIA GROUP INC
COM
02209S103
290
5661
SH
SOLE
0
0
5661
AMAZON COM INC
COM
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8991
2906
SH
SOLE
66
0
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AMERICAN EXPRESS CO
COM
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8831
SH
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AMERICAN TOWER CORP NEW
COM
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427
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SH
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AMERICAN WTR WKS CO INC NEW
COM
030420103
428
2855
SH
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0
0
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AMERIPRISE FINL INC
COM
03076C106
377
1621
SH
SOLE
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0
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AMGEN INC
COM
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506
2035
SH
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0
0
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ANTHEM INC
COM
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533
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SH
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0
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APPLE INC
COM
037833100
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96865
SH
SOLE
6499
0
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APPLIED MATLS INC
COM
038222105
667
4989
SH
SOLE
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0
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AT&T INC
COM
00206R102
384
12681
SH
SOLE
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0
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AUTOMATIC DATA PROCESSING IN
COM
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558
2963
SH
SOLE
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0
1898
BALL CORP
COM
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358
4219
SH
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94
0
4125
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2389
9350
SH
SOLE
310
0
9040
BK OF AMERICA CORP
COM
060505104
571
14765
SH
SOLE
0
0
14765
BLACKROCK INC
COM
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353
SH
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0
0
353
BOEING CO
COM
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SH
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0
0
1424
BRISTOL-MYERS SQUIBB CO
COM
110122108
924
14632
SH
SOLE
3728
0
10904
BROADCOM INC
COM
11135F101
523
1127
SH
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0
0
1127
BROADSTONE NET LEASE INC
COM
11135E203
876
47870
SH
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0
0
47870
CATERPILLAR INC
COM
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566
2443
SH
SOLE
0
0
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CHEVRON CORP NEW
COM
166764100
373
3557
SH
SOLE
88
0
3469
CISCO SYS INC
COM
17275R102
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25332
SH
SOLE
1153
0
24179
CLOROX CO DEL
COM
189054109
382
1980
SH
SOLE
0
0
1980
COCA COLA CO
COM
191216100
649
12315
SH
SOLE
0
0
12315
COMCAST CORP NEW
CL A
20030N101
962
17786
SH
SOLE
1670
0
16116
COSTCO WHSL CORP NEW
COM
22160K105
865
2455
SH
SOLE
325
0
2130
CSX CORP
COM
126408103
375
3889
SH
SOLE
90
0
3799
CUMMINS INC
COM
231021106
430
1660
SH
SOLE
0
0
1660
CVS HEALTH CORP
COM
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264
3505
SH
SOLE
0
0
3505
D R HORTON INC
COM
23331A109
780
8752
SH
SOLE
1859
0
6893
DANAHER CORPORATION
COM
235851102
3557
15805
SH
SOLE
340
0
15465
DISNEY WALT CO
COM
254687106
1081
5860
SH
SOLE
56
0
5804
DOLLAR TREE INC
COM
256746108
367
3205
SH
SOLE
0
0
3205
DOMINION ENERGY INC
COM
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884
11639
SH
SOLE
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DOW INC
COM
260557103
204
3190
SH
SOLE
700
0
2490
DUKE ENERGY CORP NEW
COM NEW
26441C204
1704
17657
SH
SOLE
0
0
17657
DUPONT DE NEMOURS INC
COM
26614N102
206
2662
SH
SOLE
0
0
2662
EATON CORP PLC
SHS
G29183103
932
6741
SH
SOLE
0
0
6741
ECOLAB INC
COM
278865100
289
1350
SH
SOLE
1350
0
0
EMERSON ELEC CO
COM
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361
4004
SH
SOLE
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ENTERPRISE PRODS PARTNERS L
COM
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SH
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0
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EXXON MOBIL CORP
COM
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FACEBOOK INC
CL A
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FEDEX CORP
COM
31428X106
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FIDELITY NATL INFORMATION SV
COM
31620M106
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FISERV INC
COM
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FORTIVE CORP
COM
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FORTUNE BRANDS HOME & SEC IN
COM
34964C106
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SH
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FULTON FINL CORP PA
COM
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204
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GENERAL DYNAMICS CORP
COM
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212
1170
SH
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GENERAL ELECTRIC CO
COM
369604103
667
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SH
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GENERAL MLS INC
COM
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SH
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GENERAL MTRS CO
COM
37045V100
435
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SH
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190
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HOME DEPOT INC
COM
437076102
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9237
SH
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HONEYWELL INTL INC
COM
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670
3086
SH
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HP INC
COM
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311
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SH
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INTEL CORP
COM
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1424
22245
SH
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INTERCONTINENTAL EXCHANGE IN
COM
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UNIT SER 1
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CORE S&P MCP ETF
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32880
126324
SH
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ISHARES TR
CORE S&P SCP ETF
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12797
117908
SH
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2714
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115194
ISHARES TR
CORE S&P500 ETF
464287200
18833
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SH
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ISHARES TR
ISHS 1-5YR INVS
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RUS 1000 GRW ETF
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438
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1803
ISHARES TR
RUS 1000 VAL ETF
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SH
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ISHARES TR
RUS MID CAP ETF
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RUSSELL 2000 ETF
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SELECT DIVID ETF
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611
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ULTRA SHRT INC
46641Q837
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COM
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COM
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KIMBERLY-CLARK CORP
COM
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COM
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L3HARRIS TECHNOLOGIES INC
COM
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LABORATORY CORP AMER HLDGS
COM NEW
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HARTFORD MLT ETF
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SH
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LEIDOS HOLDINGS INC
COM
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242
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SH
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COM
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LOWES COS INC
COM
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LYONDELLBASELL INDUSTRIES N
SHS - A -
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MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
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MASTERCARD INCORPORATED
CL A
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MCCORMICK & CO INC
COM VTG
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SH
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20604
MCDONALDS CORP
COM
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SH
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MEDTRONIC PLC
SHS
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COM
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MICROCHIP TECHNOLOGY INC.
COM
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COM
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MONDELEZ INTL INC
CL A
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SH
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COM NEW
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COM
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NIKE INC
CL B
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COM
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COM
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ADR
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COM
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COM
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PEPSICO INC
COM
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COM
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ENHAN SHRT MA AC
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PNC FINL SVCS GROUP INC
COM
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COM
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LARGE CAP CRE
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COM
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COM
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COM
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COM
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SCHWAB STRATEGIC TR
US LCAP GR ETF
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US MID-CAP ETF
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COM
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TR UNIT
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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0
2363
ZOETIS INC
CL A
98978V103
400
2540
SH
SOLE
1544
0
996