Evergreen Private Wealth LLC Purchases in Q3 2025

Evergreen Private Wealth LLC

  • $247 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
8.21K
+ 22.17%
$174.36 - $254.72 $1.43M - $2.09M
45.3K $11B
RVNU
Xtrackers Municipal Infrastruc

ETFs
124K
+ 199.08%
$23.46 - $24.74 $2.91M - $3.07M
186K $4.6B
AAPL
Apple Inc.

Technology
886
+ 3.31%
$202.38 - $256.87 $179K - $228K
27.7K $7.05B
ADBE
Adobe Inc.

Technology
4.8K
+ 34.3%
$333.65 - $392.1 $1.6M - $1.88M
18.8K $6.63B
TMO
Thermo Fisher Scientific Inc.

Healthcare
30
+ 0.23%
$404.94 - $499.99 $12.1K - $15K
12.8K $6.22B
ROST
Ross Stores, Inc.

Consumer Cyclical
291
+ 0.8%
$127.59 - $152.81 $37.1K - $44.5K
36.8K $5.6B
PLD
Prologis, Inc.

Real Estate
45
+ 0.16%
$104.08 - $115.35 $4.68K - $5.19K
28.1K $3.22B
Fidelity Covington Trust
2.82K
+ 16.5%
N/A
19.9K $703M
Fidelity Covington Trust
2.15K
+ 8.17%
N/A
28.4K $1.03B
IVW
Ishares S&P 500 Growth ETF

ETFs
159
+ 2.33%
$108.97 - $121.65 $17.3K - $19.3K
6.99K $843M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.13K
+ 3.35%
$45.92 - $47.76 $52K - $54.1K
34.9K $1.66B
IVE
Ishares S&P 500 Value ETF

ETFs
238
+ 8.29%
$194.44 - $206.51 $46.3K - $49.1K
3.11K $642M
NVDA
Nvidia Corp

Technology
166
+ 12.13%
$153.3 - $186.58 $25.4K - $31K
1.53K $286M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
381
+ 6.66%
$49.43 - $54.52 $18.8K - $20.8K
6.1K $330M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.29K
+ 2.93%
$25.37 - $25.79 $32.6K - $33.1K
45.1K $1.16B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
130
+ 6.86%
$131.47 - $143.64 $17.1K - $18.7K
2.03K $287M
IBMO
Ishares Tr Ibonds December 202

ETFs
1.18K
+ 2.64%
$25.58 - $25.72 $30.1K - $30.3K
45.8K $1.17B
META
Meta Platforms, Inc.

Communication Services
35
+ 64.81%
$695.21 - $791.73 $24.3K - $27.7K
89 $65.4M
IBMP
Ishares Tr Ibonds December 202

ETFs
699
+ 1.56%
$25.3 - $25.56 $17.7K - $17.9K
45.4K $1.16B
IJS
Ishares S&P Smallcap 600 Value

ETFs
73
+ 6.27%
$98.99 - $112.2 $7.23K - $8.19K
1.24K $137M
GOOG
Alphabet Inc.

Communication Services
20
+ 9.17%
$175.16 - $255.24 $3.5K - $5.1K
238 $58M
DIS
Walt Disney CO

Communication Services
158
New
$112.25 - $124.0 $17.7K - $19.6K
158 $18.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
500
+ 500.0%
$38.58 - $58.24 $19.3K - $29.1K
600 $23.5M
Newsmax Inc
1.35K
New
N/A
1.35K $16.7M
MCD
Mcdonalds Corp

Consumer Cyclical
52
+ 162.5%
$291.67 - $316.99 $15.2K - $16.5K
84 $25.5M
PANW
Palo Alto Networks Inc

Technology
85
+ 7.25%
$167.06 - $208.19 $14.2K - $17.7K
1.26K $256M
QLYS
Qualys, Inc.

Technology
115
New
$127.89 - $150.07 $14.7K - $17.3K
115 $15.2M
CAT
Caterpillar Inc

Industrials
10
+ 10.64%
$390.92 - $477.15 $3.91K - $4.77K
104 $49.6M
DE
Deere & CO

Industrials
28
+ 215.38%
$457.26 - $524.37 $12.8K - $14.7K
41 $18.7M
SHOP
Shopify Inc.

Technology
50
New
$112.11 - $157.12 $5.61K - $7.86K
50 $7.43M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
32
New
$159.87 - $247.68 $5.12K - $7.93K
32 $5.69M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.1%
$91.28 - $97.59 $91.3 - $97.6
967 $92.7M
Niocorp Devs LTD
710
New
N/A
710 $4.74M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10
New
$366.54 - $479.53 $3.67K - $4.8K
10 $3.92M
NKE
Nike, Inc.

Consumer Cyclical
44
+ 2200.0%
$69.24 - $79.24 $3.05K - $3.49K
46 $3.21M
GE
General Electric CO

Industrials
4
+ 12.5%
$244.75 - $305.63 $979 - $1.22K
36 $10.8M
SPOT
Spotify Technology S.A.

Communication Services
4
+ 36.36%
$620.01 - $738.53 $2.48K - $2.95K
15 $10.5M
IYW
Ishares Dj Us Tech ETF

ETFs
4
+ 7.69%
$171.38 - $197.01 $686 - $788
56 $11M
IONQ
Ion Q, Inc.

Technology
30
New
$36.79 - $75.14 $1.1K - $2.25K
30 $1.85M
NEM
Newmont Corp

Basic Materials
16
New
$57.35 - $85.25 $918 - $1.36K
16 $1.35M
DECK
Deckers Outdoor Corp

Consumer Cyclical
16
+ 4.94%
$95.32 - $123.91 $1.53K - $1.98K
340 $34.5M
ASM
Avino Silver & Gold Mines LTD

Basic Materials
162
New
$3.18 - $5.32 $515 - $862
162 $851K
COIN
Coinbase Global, Inc.

Technology
2
+ 25.0%
$297.99 - $419.78 $596 - $840
10 $3.38M
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 2.92%
$233.75 - $266.89 $935 - $1.07K
141 $33.6M
PG
Procter & Gamble CO

Consumer Defensive
12
+ 2.86%
$150.47 - $161.22 $1.81K - $1.93K
431 $66.2M
IBM
International Business Machines Corp

Technology
14
+ 1.63%
$234.77 - $292.47 $3.29K - $4.09K
872 $246M
FISV
Fiserv Inc

Technology
4
+ 0.52%
N/A
771 $99.4M
IT
Gartner Inc

Technology
13
+ 4.58%
$225.98 - $406.7 $2.94K - $5.29K
297 $78.1M
ZTS
Zoetis Inc.

Healthcare
519
+ 1.58%
$141.13 - $159.19 $73.2K - $82.6K
33.5K $4.89B
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 74 Reductions 72 Sold out 2 Options Calls 0 Puts 0
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