EW
| |
Evergreen Wealth Management, LLC13F | |
| Evergreen Wealth Management, LLC | |
| Last update 2025-05-05 | 53 Stocks (4 new) |
| Value $167.00 Mil | Turnover 11 % |
Evergreen Wealth Management, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation FTF | 61,948 | 12,017.3 | +14.65% | 7.180 | +0.92% | 0.010 | +19.08% | +6.14% | 88,472.7 | ||
VTI | Vanguard Total Stock Market ETF | 41,193 | 11,321.6 | +15.20% | 6.760 | +0.89% | 0.000 | +25.74% | +6.13% | 469,505.6 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 67,307 | 8,680.0 | -0.13% | 5.180 | -0.01% | 0.010 | +18.15% | +6.98% | 58,430.7 | ||
BRK.B | Berkshire Hathaway Inc | 14,494 | 7,719.3 | -2.31% | 4.610 | -0.09% | 0.000 | -3.08% | +5.34% | 1,029,554.6 | Insurance | |
BLV | Vanguard Long-Term Bond ETF | 105,921 | 7,459.0 | +4.97% | 4.450 | +0.21% | 0.130 | +0.27% | -0.53% | 6,039.6 | ||
JEPI | JPMorgan Equity Premium Income ETF | 120,421 | 6,880.8 | +2.85% | 4.110 | +0.11% | 0.020 | +13.96% | +3.17% | 40,922.5 | ||
MKL | Markel Group Inc | 3,570 | 6,675.2 | -0.94% | 3.990 | -0.03% | 0.030 | +18.87% | +15.71% | 25,336.0 | Insurance | |
AMZN | Amazon.com Inc | 30,724 | 5,845.5 | -14.34% | 3.490 | -0.67% | 0.000 | +28.54% | -0.01% | 2,328,803.1 | Retail - Cyclical | |
BIV | Vanguard Intermediate-Term Bond ETF | 75,194 | 5,757.6 | +4.90% | 3.440 | +0.16% | 0.030 | +0.80% | +2.22% | 22,997.9 | ||
META | Meta Platforms Inc | 9,048 | 5,215.1 | -14.64% | 3.110 | -0.54% | 0.000 | +41.29% | +23.29% | 1,812,000.2 | Interactive Media |
Evergreen Wealth Management, LLC's Historical Top Holdings Breakdowns
Evergreen Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
REGN | Regeneron Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +2.14% | 634.14 ($687.82) 744.83 | $547.75 | -20.36% | New holding | 5,653 | 5,653 | |
KSPI | Kaspi.kz JSC | 2025-03-31 | New Buy New Buy | +2.03% | 90.42 ($98.03) 109.65 | $83.58 | -14.74% | New holding | 36,527 | 36,527 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Reduce Reduce | -1.60% | 182.99 ($197.54) 207.75 | $200.34 | 1.42% | Reduce -65.14% | 7,295 | -13,634 | |
DIS | The Walt Disney Co | 2025-03-31 | New Buy New Buy | +1.32% | 96.87 ($107.47) 114 | $121.82 | 13.35% | New holding | 22,313 | 22,313 | |
VBK | Vanguard Small Cap Growth ETF | 2025-03-31 | Reduce Reduce | -1.17% | 247.97 ($277.1) 296.33 | $279.72 | 0.95% | Reduce -64.86% | 3,844 | -7,094 | |
DHIL | Diamond Hill Investment Group Inc | 2025-03-31 | Reduce Reduce | -1.15% | 142.84 ($147.79) 156.59 | $155.64 | 5.31% | Reduce -46.2% | 14,622 | -12,557 | |
SBUX | Starbucks Corp | 2025-03-31 | Sold Out Sold Out | -0.99% | 92.17 ($103.37) 115.81 | $94.94 | -8.16% | Sold Out | 0 | -18,336 | |
NXST | Nexstar Media Group Inc | 2025-03-31 | Sold Out Sold Out | -0.97% | 146.34 ($161.76) 182.75 | $183.51 | 13.45% | Sold Out | 0 | -10,340 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +0.92% | 190.34 ($198.85) 205.23 | $205.97 | 3.58% | Add 14.65% | 61,948 | 7,914 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.89% | 271.18 ($290.53) 303.12 | $305.58 | 5.18% | Add 15.2% | 41,193 | 5,434 |
Evergreen Wealth Management, LLC Total Holding History ($B)
Evergreen Wealth Management, LLC's Asset Allocation
Evergreen Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Evergreen Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Evergreen Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Evergreen Wealth Management, LLC's Holdings Heat Map
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Evergreen Wealth Management, LLC's Holdings Bubble Chart
Evergreen Wealth Management, LLC News
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