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.