EP

Evergreen Private Wealth LLC

13F
Evergreen Private Wealth LLC
Last update 2025-05-02 189 Stocks (9 new)
Value $214.00 Mil Turnover 3 %
Countries:
Top Holdings: CHKP(4.52%)BRK.B(4.03%)NFLX(3.82%)QEFA(3.63%)TLH(3.41%)
Summary Stock Picks Current Portfolio
Evergreen Private Wealth LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CHKP 		Check Point Software Technologies Ltd
42,427
9,670.0
-0.04%
4.520
0%
0.040
+4.31%
+23.06%
24,897.7
Software
BRK.B 		Berkshire Hathaway Inc
16,209
8,632.6
+0.93%
4.030
+0.04%
0.000
-2.20%
+10.87%
1,084,948.5
Insurance
NFLX 		Netflix Inc
8,773
8,180.9
-2.03%
3.820
-0.08%
0.000
+24.09%
+36.51%
517,813.8
Media - Diversified
QEFA 		SPDR MSCI EAFE StrategicFactors SM ETF
98,358
7,766.0
+16.63%
3.630
+0.52%
0.910
+8.38%
+16.70%
867.4
 
TLH 		iShares 10-20 Year Treasury Bond ETF
70,399
7,303.9
+2.10%
3.410
+0.07%
0.070
-4.89%
+0.23%
10,784.4
 
JPM 		JPMorgan Chase & Co
28,364
6,957.6
-0.41%
3.250
-0.01%
0.000
+0.70%
+11.75%
736,098.8
Banks
MSFT 		Microsoft Corp
15,579
5,848.1
+2.53%
2.730
+0.07%
0.000
+16.44%
+9.89%
3,429,450.1
Software
AMAT 		Applied Materials Inc
40,277
5,845.0
+4.33%
2.730
+0.11%
0.000
-0.43%
-3.00%
125,952.1
Semiconductors
AMZN 		Amazon.com Inc
30,681
5,837.4
+0.17%
2.730
0%
0.000
-2.62%
-5.78%
2,194,506.2
Retail - Cyclical
AAPL 		Apple Inc
25,579
5,681.9
+0.16%
2.660
0%
0.000
-16.59%
-19.36%
3,008,747.5
Hardware

Evergreen Private Wealth LLC's Historical Top Holdings Breakdowns

Evergreen Private Wealth LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WST 		West Pharmaceutical Services Inc2025-03-31Sold Out
-0.60%
●
199.11 ($275.6) 347.87
$209.67
-23.92%
Sold Out
0
-3,922
QEFA 		SPDR MSCI EAFE StrategicFactors SM ETF2025-03-31Add
+0.52%
●
71.93 ($77.23) 81.43
$84.62
9.57%
Add 16.63%
98,358
14,023
MDLZ 		Mondelez International Inc2025-03-31Add
+0.13%
●
56.12 ($61.63) 68.15
$67.50
9.52%
Add 6.82%
63,241
4,037
FTNT 		Fortinet Inc2025-03-31Add
+0.12%
●
92.49 ($101.38) 114.57
$102.33
0.94%
Add 14.82%
20,907
2,698
ADBE 		Adobe Inc2025-03-31Add
+0.11%
●
377.84 ($428.84) 464.11
$403.89
-5.82%
Add 5.19%
12,031
594
AMAT 		Applied Materials Inc2025-03-31Add
+0.11%
●
145.06 ($168.16) 195.51
$157.01
-6.63%
Add 4.33%
40,277
1,670
TMO 		Thermo Fisher Scientific Inc2025-03-31Add
+0.11%
●
497.6 ($541.6) 606.74
$396.27
-26.83%
Add 4.51%
11,058
477
ULTA 		Ulta Beauty Inc2025-03-31Add
+0.11%
●
314.47 ($381.12) 431.35
$475.71
24.82%
Add 6.22%
10,518
616
RVNU 		Xtrackers Municipal Infrastructure Revenue Bond ETF2025-03-31Add
+0.09%
●
24.5 ($25.04) 25.39
$23.64
-5.59%
Add 9.95%
89,106
8,064
ZTS 		Zoetis Inc2025-03-31Add
+0.09%
●
156.48 ($166.29) 175.67
$169.09
1.68%
Add 4.21%
29,747
1,201

Evergreen Private Wealth LLC Total Holding History ($B)

To

Evergreen Private Wealth LLC's Asset Allocation

To

Evergreen Private Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Evergreen Private Wealth LLC's Hypothetical Growth since 2025-03-31

Evergreen Private Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Evergreen Private Wealth LLC's Holdings Heat Map

Size field:

Evergreen Private Wealth LLC's Holdings Bubble Chart

Evergreen Private Wealth LLC News

  • 1

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