Evergreen Wealth Management, LLC Portfolio Holdings

Evergreen Wealth Management, LLC

  • $166 Billion
  • Q3 2024

Evergreen Wealth Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $10.8B, Vanguard Whitehall Fds (Vangua with a value of $8.69B, Vanguard Total Stock Market Et with a value of $8.43B, Vanguard Bd Index Fd Inc Long with a value of $7.37B, and J P Morgan Exchange Traded Fd with a value of $7.34B.

Examining the 13F form we can see an increase of $15.3B in the current position value, from $151B to 166B.

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 $166 Billion
ETFs: $71.6 Billion
Financial Services: $30.3 Billion
Technology: $18.1 Billion
Communication Services: $14.8 Billion
Consumer Cyclical: $12.3 Billion
Healthcare: $12.2 Billion
Industrials: $3.76 Billion
Energy: $2.59 Billion
Other: $485 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.7B
$5.53 Billion 3.33% of portfolio
3,523
Q3 2024 Added 10.68%
$142B
$3.76 Billion 2.27% of portfolio
6,440
Q3 2024 Added 19.64%
$96.6B
$2.78 Billion 1.67% of portfolio
5,353
Q3 2024 Added 36.04%
$100B
$2.73 Billion 1.64% of portfolio
34,962
Q3 2024 Added 43.44%
$115B
$2.36 Billion 1.42% of portfolio
26,202
Q3 2024 Added 36.72%
$176B
$2.02 Billion 1.22% of portfolio
11,891
Q3 2024 Reduced 21.92%
$118B
$1.79 Billion 1.07% of portfolio
18,316
Q3 2024 New
$158B
$1.58 Billion 0.95% of portfolio
4,901
Q3 2024 Added 0.18%
$52.3B
$1.57 Billion 0.94% of portfolio
18,693
Q3 2024 Reduced 20.48%
$28.9B
$1.04 Billion 0.62% of portfolio
106
Q3 2024 Added 12.77%
$54.3B
$933 Million 0.56% of portfolio
6,908
Q3 2024 Reduced 25.55%
$57.6B
$842 Million 0.51% of portfolio
7,677
Q3 2024 New
$77.1B
$837 Million 0.5% of portfolio
727
Q3 2024 Reduced 1.09%
$17.3B
$803 Million 0.48% of portfolio
2,064
Q3 2024 Added 42.54%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $166 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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