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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$428B
$762 Million 0.46% of portfolio
1
Q3 2024 Reduced 50.0%
$0
$666 Million 0.4% of portfolio
10,284
Q3 2024 Added 5.35%
$245B
$485 Million 0.29% of portfolio
6,000
Q1 2024 Added 200.0%

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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