Evergreen Private Wealth LLC Incresed Positions in Q3 2024

Evergreen Private Wealth LLC

  • $216 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
11.9K
+ 98.67%
$111.95 - $132.43 $1.34M - $1.58M
24.1K $3.04B
CHKP
Check Point Software Technologies LTD

Technology
111
+ 0.26%
$165.0 - $195.47 $18.3K - $21.7K
42.3K $8.15B
HCA
Hca Healthcare, Inc.

Healthcare
81
+ 0.64%
$315.12 - $406.43 $25.5K - $32.9K
12.8K $5.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
189
+ 1.19%
$405.19 - $478.57 $76.6K - $90.4K
16.1K $7.41B
TMO
Thermo Fisher Scientific Inc.

Healthcare
164
+ 1.58%
$531.86 - $624.21 $87.2K - $102K
10.5K $6.5B
ZTS
Zoetis Inc.

Healthcare
611
+ 2.18%
$172.58 - $196.48 $105K - $120K
28.7K $5.61B
PH
Parker Hannifin Corp

Industrials
50
+ 0.95%
$501.01 - $635.92 $25.1K - $31.8K
5.34K $3.37B
ANET
Arista Networks, Inc.

Technology
170
+ 1.11%
$311.42 - $388.21 $52.9K - $66K
15.5K $5.94B
T
At&T Inc.

Communication Services
3.41K
+ 2.04%
$18.21 - $22.28 $62K - $75.9K
171K $3.75B
MDLZ
Mondelez International, Inc.

Consumer Defensive
982
+ 1.68%
$64.35 - $75.71 $63.2K - $74.3K
59.3K $4.37B
HBAN
Huntington Bancshares Inc

Financial Services
2.84K
+ 0.86%
$12.84 - $15.15 $36.4K - $43K
333K $4.89B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.83K
+ 1.68%
$29.23 - $33.51 $82.8K - $94.9K
171K $5.65B
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.07K
+ 0.92%
$37.22 - $41.47 $39.8K - $44.4K
117K $4.85B
NFLX
Netflix Inc

Communication Services
121
+ 1.33%
$598.55 - $722.26 $72.4K - $87.4K
9.21K $6.54B
VBR
Vanguard Small Cap Value ETF

ETFs
150
+ 0.94%
$179.99 - $201.6 $27K - $30.2K
16K $3.22B
ROST
Ross Stores, Inc.

Consumer Cyclical
1.01K
+ 3.24%
$136.06 - $155.24 $138K - $157K
32.3K $4.86B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
414
+ 1.02%
$100.75 - $111.62 $41.7K - $46.2K
41.1K $4.49B
JPM
Jpmorgan Chase & CO

Financial Services
272
+ 0.96%
$194.9 - $224.8 $53K - $61.1K
28.7K $6.05B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
691
+ 7.82%
$320.55 - $412.94 $222K - $285K
9.53K $3.71B
ABG
Asbury Automotive Group Inc

Consumer Cyclical
331
+ 2.05%
$212.93 - $269.22 $70.5K - $89.1K
16.5K $3.94B
PANW
Palo Alto Networks Inc

Technology
637
+ 816.67%
$294.18 - $368.01 $187K - $234K
715 $244M
KMI
Kinder Morgan, Inc.

Energy
982
+ 1.19%
$19.72 - $22.22 $19.4K - $21.8K
83.6K $1.85B
MLN
Vaneck Long Muni ETF

ETFs
8.11K
+ 8.84%
$17.77 - $18.32 $144K - $149K
99.9K $1.83B
ODFL
Old Dominion Freight Line, Inc.

Industrials
211
+ 3.31%
$178.41 - $210.18 $37.6K - $44.3K
6.59K $1.31B
BNDX
Vanguard Total International B

ETFs
807
+ 0.92%
$48.42 - $50.35 $39.1K - $40.6K
88.4K $4.44B
Ishares Tr
1.21K
+ 1.07%
N/A
114K $3.02B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.34K
+ 1.15%
$24.34 - $25.83 $32.5K - $34.5K
117K $3.01B
IVOL
Kraneshares Tr Quadratic Int R

ETFs
2.73K
+ 1.83%
$18.55 - $19.57 $50.6K - $53.3K
151K $2.92B
Fidelity Covington Trust
1.67K
+ 6.36%
N/A
27.9K $897M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.09K
+ 0.93%
$24.62 - $25.59 $26.9K - $28K
119K $3.04B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
724
+ 1.23%
$23.58 - $25.5 $17.1K - $18.5K
59.5K $1.51B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.33K
+ 1.08%
$23.63 - $24.42 $31.3K - $32.4K
125K $3.04B
FDHY
Fidelity Covington Trust High

ETFs
519
+ 1.16%
$47.71 - $49.43 $24.8K - $25.7K
45.1K $2.22B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.25K
+ 1.02%
$23.75 - $23.75 $29.7K - $29.7K
124K $3.01B
IVE
Ishares S&P 500 Value ETF

ETFs
173
+ 6.03%
$181.06 - $197.17 $31.3K - $34.1K
3.04K $600M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.12K
+ 3.98%
$24.07 - $24.62 $51K - $52.2K
55.4K $1.36B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
860
+ 2.91%
$48.27 - $49.43 $41.5K - $42.5K
30.4K $1.5B
Fidelity Covington Trust
1.21K
+ 7.99%
N/A
16.4K $497M
NUSC
Nuveen Esg Small Cap ETF

ETFs
126
+ 0.83%
$38.89 - $42.97 $4.9K - $5.41K
15.3K $653M
IVW
Ishares S&P 500 Growth ETF

ETFs
353
+ 4.97%
$84.77 - $97.13 $29.9K - $34.3K
7.46K $714M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
77
+ 0.67%
$32.65 - $36.84 $2.51K - $2.84K
11.6K $426M
IBMP
Ishares Tr Ibonds December 202

ETFs
1.18K
+ 3.28%
$24.92 - $25.47 $29.4K - $30K
37.1K $944M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
338
+ 5.97%
$41.9 - $48.26 $14.2K - $16.3K
6K $287M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
105
+ 5.47%
$127.29 - $141.5 $13.4K - $14.9K
2.03K $283M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.81%
$163.84 - $199.33 $1.64K - $1.99K
1.25K $246M
FISV
Fiserv Inc

Technology
9
+ 0.95%
N/A
957 $172M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
75
+ 0.88%
$39.43 - $44.82 $2.96K - $3.36K
8.64K $387M
PYPL
Pay Pal Holdings, Inc.

Financial Services
12
+ 0.88%
$57.22 - $80.08 $687 - $961
1.38K $107M
IBMO
Ishares Tr Ibonds December 202

ETFs
587
+ 1.61%
$25.26 - $25.66 $14.8K - $15.1K
37K $948M
Activity Summary
Buys All Purchases 80 New Holdings 5 Increased Positions 75 Sells All Sells 29 Reductions 28 Sold out 1 Options Calls 0 Puts 0
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