Evergreen Private Wealth LLC Purchases and Sells in Q1 2025

Evergreen Private Wealth LLC

$214 Billion
Q1 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QEFA	14K + 16.63%	N/A	98.4K $7.77B
BRK-B	150 + 0.93%	$442.66 - $534.52 $66.4K - $80.2K	16.2K $8.63B
T	63 + 0.04%	$21.56 - $28.28 $1.36K - $1.78K	169K $4.77B
MDLZ	4.04K + 6.82%	$56.12 - $68.15 $227K - $275K	63.2K $4.29B
WM	265 + 1.21%	$200.54 - $233.78 $53.1K - $62K	22.1K $5.13B
HCA	257 + 2.01%	$296.7 - $345.55 $76.3K - $88.8K	13K $4.51B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EIS	1.97K New	$74.36 - $83.68 $147K - $165K	1.97K $147M
VOO	190 New	$507.05 - $563.67 $96.3K - $107K	190 $97.8M
VXUS	1.11K New	$58.01 - $64.46 $64.3K - $71.5K	1.11K $68.9M
VB	141 New	$217.89 - $252.64 $30.7K - $35.6K	141 $31.4M
TEVA	359 New	$14.67 - $22.01 $5.27K - $7.9K	359 $5.52M
WIX	30 New	$163.38 - $246.76 $4.9K - $7.4K	30 $4.87M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARISTA NETWORKS INC	-177 - 0.29%	N/A	60.8K $4.71B
ABG	-43 - 0.26%	$218.17 - $305.86 $9.38K - $13.2K	16.6K $3.66B
PH	-5 - 0.09%	$591.65 - $707.05 $2.96K - $3.54K	5.33K $3.24B
XLV	-863 - 90.08%	$137.61 - $149.68 $119K - $129K	95 $13.9M
IVW	-350 - 4.62%	$92.45 - $106.69 $32.4K - $37.3K	7.23K $671M
CRM	-75 - 16.34%	$268.36 - $359.95 $20.1K - $27K	384 $103M

Activity Summary All Purchases 67 New Holdings 9 Increased Positions 58 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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