Evergreen Wealth Management, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $8.23B, Vanguard Whitehall Fds (Vangua with a value of $7.88B, Vanguard Bd Index Fd Inc Short with a value of $6.84B, Vanguard Total Stock Market Et with a value of $6.74B, and Amazon Com Inc with a value of $6.59B.

Examining the 13F form we can see an increase of $3.19B in the current position value, from $148B to 151B.

Evergreen Wealth Management, LLC is based out at Williamston, MI

Below you can find more details about Evergreen Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $63.7 Billion
Financial Services: $25.5 Billion
Technology: $21.2 Billion
Communication Services: $13.1 Billion
Consumer Cyclical: $9.7 Billion
Healthcare: $7.69 Billion
Industrials: $5.22 Billion
Energy: $4.53 Billion
Other: $406 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $151 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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