Evergreen Private Wealth LLC Purchases in Q1 2025

Evergreen Private Wealth LLC

  • $214 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
14K
+ 16.63%
N/A
98.4K $7.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
150
+ 0.93%
$442.66 - $534.52 $66.4K - $80.2K
16.2K $8.63B
T
At&T Inc.

Communication Services
63
+ 0.04%
$21.56 - $28.28 $1.36K - $1.78K
169K $4.77B
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.04K
+ 6.82%
$56.12 - $68.15 $227K - $275K
63.2K $4.29B
WM
Waste Management Inc

Industrials
265
+ 1.21%
$200.54 - $233.78 $53.1K - $62K
22.1K $5.13B
HCA
Hca Healthcare, Inc.

Healthcare
257
+ 2.01%
$296.7 - $345.55 $76.3K - $88.8K
13K $4.51B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.45K
+ 2.1%
$97.25 - $104.79 $141K - $152K
70.4K $7.3B
FTNT
Fortinet, Inc.

Technology
2.7K
+ 14.82%
$92.49 - $114.57 $250K - $309K
20.9K $2.01B
PLD
Prologis, Inc.

Real Estate
1.02K
+ 4.25%
$103.59 - $124.04 $105K - $126K
25K $2.79B
ZTS
Zoetis Inc.

Healthcare
1.2K
+ 4.21%
$156.48 - $175.67 $188K - $211K
29.7K $4.9B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.69K
+ 1.56%
$29.72 - $31.94 $79.8K - $85.8K
174K $5.39B
RVNU
Xtrackers Municipal Infrastruc

ETFs
8.06K
+ 9.95%
$24.5 - $25.39 $198K - $205K
89.1K $2.19B
EIS
Ishares Inc Mcsi Israel ETF

ETFs
1.97K
New
$74.36 - $83.68 $147K - $165K
1.97K $147M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.22K
+ 1.85%
$24.21 - $25.09 $53.6K - $55.6K
122K $3.05B
BNDX
Vanguard Total International B

ETFs
2.56K
+ 2.83%
$48.33 - $49.5 $124K - $127K
92.9K $4.54B
Ishares Tr
1.87K
+ 1.59%
N/A
119K $3.04B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.27K
+ 1.86%
$24.79 - $25.26 $56.2K - $57.3K
124K $3.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
190
New
$507.05 - $563.67 $96.3K - $107K
190 $97.8M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.12K
+ 1.67%
$23.9 - $24.18 $50.8K - $51.4K
129K $3.13B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.4K
+ 2.28%
$22.98 - $24.13 $32.1K - $33.7K
62.6K $1.49B
MLN
Vaneck Long Muni ETF

ETFs
7.51K
+ 6.14%
$17.22 - $18.0 $129K - $135K
130K $2.26B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.11K
New
$58.01 - $64.46 $64.3K - $71.5K
1.11K $68.9M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.44K
+ 5.99%
$25.08 - $25.39 $61.3K - $62K
43.2K $1.09B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.86K
+ 4.51%
$23.87 - $24.35 $68.4K - $69.7K
66.4K $1.59B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.96K
+ 1.55%
N/A
128K $3.11B
Fidelity Covington Trust
638
+ 3.64%
N/A
18.2K $541M
VTI
Vanguard Total Stock Market Et

ETFs
192
+ 33.57%
$271.18 - $303.12 $52.1K - $58.2K
764 $210M
VO
Vanguard Mid Cap ETF

ETFs
171
+ 56.25%
$251.87 - $277.95 $43.1K - $47.5K
475 $123M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.08%
$169.2 - $216.66 $169 - $217
1.25K $262M
DINO
Hf Sinclair Corp

Energy
2.92K
+ 10.93%
$30.66 - $38.48 $89.6K - $113K
29.7K $976M
IBMP
Ishares Tr Ibonds December 202

ETFs
1.22K
+ 2.76%
$25.1 - $25.34 $30.7K - $31K
45.6K $1.15B
INTU
Intuit Inc

Technology
227
+ 3.14%
$555.63 - $630.23 $126K - $143K
7.46K $4.58B
VB
Vanguard Small Cap ETF

ETFs
141
New
$217.89 - $252.64 $30.7K - $35.6K
141 $31.4M
FDHY
Fidelity Covington Trust High

ETFs
829
+ 1.8%
$47.92 - $49.1 $39.7K - $40.7K
47K $2.26B
IBMO
Ishares Tr Ibonds December 202

ETFs
906
+ 2.05%
$25.45 - $25.6 $23.1K - $23.2K
45K $1.15B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
483
+ 1.44%
$47.47 - $48.84 $22.9K - $23.6K
34K $1.63B
CHD
Church & Dwight CO Inc

Consumer Defensive
1
+ 0.08%
$101.42 - $113.2 $101 - $113
1.22K $134M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
359
New
$14.67 - $22.01 $5.27K - $7.9K
359 $5.52M
WIX
Wix.Com Ltd.

Technology
30
New
$163.38 - $246.76 $4.9K - $7.4K
30 $4.87M
GLBE
Global E Online Ltd.

Consumer Cyclical
130
New
$35.65 - $62.84 $4.63K - $8.17K
130 $4.65M
VT
Vanguard Total World Stk Index

ETFs
38
New
$115.08 - $123.97 $4.37K - $4.71K
38 $4.41M
META
Meta Platforms, Inc.

Communication Services
1
+ 6.67%
$576.36 - $736.67 $576 - $737
16 $9.22M
WULF
Terawulf Inc.

Financial Services
65
New
$2.73 - $6.82 $177 - $443
65 $177K
MCO
Moodys Corp

Financial Services
1
+ 0.39%
$437.8 - $527.48 $438 - $527
259 $121M
NEE
Nextera Energy Inc

Utilities
1
+ 0.04%
$66.96 - $76.16 $67 - $76.2
2.25K $160M
CPRT
Copart Inc

Consumer Cyclical
4
+ 0.15%
$52.3 - $59.83 $209 - $239
2.75K $156M
TMO
Thermo Fisher Scientific Inc.

Healthcare
477
+ 4.51%
$497.6 - $606.74 $237K - $289K
11.1K $5.5B
TT
Trane Technologies PLC

Industrials
1
+ 0.23%
$332.0 - $400.86 $332 - $401
441 $149M
A
Agilent Technologies, Inc.

Healthcare
1
+ 0.1%
$116.69 - $152.6 $117 - $153
992 $116M
Activity Summary
Buys All Purchases 67 New Holdings 9 Increased Positions 58 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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