Evergreen Private Wealth LLC Incresed Positions in Q2 2025

Evergreen Private Wealth LLC

  • $239 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
29.4K
+ 2091.05%
$88.76 - $105.77 $2.61M - $3.11M
30.9K $3.04B
AMAT
Applied Materials Inc

Technology
6.19K
+ 15.37%
$126.95 - $183.52 $786K - $1.14M
46.5K $8.51B
MSFT
Microsoft Corp

Technology
868
+ 5.57%
$354.56 - $497.45 $308K - $432K
16.4K $8.18B
INTU
Intuit Inc

Technology
360
+ 4.83%
$544.07 - $787.63 $196K - $284K
7.82K $6.16B
Arista Networks Inc
668
+ 1.1%
N/A
61.5K $6.29B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
989
+ 9.4%
$328.01 - $475.68 $324K - $470K
11.5K $5.38B
AMZN
Amazon Com Inc

Consumer Cyclical
1.4K
+ 4.57%
$167.32 - $223.3 $234K - $313K
32.1K $7.04B
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
5.53K
+ 5.62%
N/A
104K $8.87B
GOOGL
Alphabet Inc.

Communication Services
1.71K
+ 4.84%
$144.7 - $178.6 $247K - $305K
37K $6.53B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
5.07K
+ 2.9%
$27.26 - $34.48 $138K - $175K
180K $6.19B
HBAN
Huntington Bancshares Inc

Financial Services
8.56K
+ 2.58%
$12.49 - $16.76 $107K - $143K
340K $5.71B
FTNT
Fortinet, Inc.

Technology
3.8K
+ 18.17%
$84.71 - $108.69 $322K - $413K
24.7K $2.61B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.31K
+ 10.39%
$97.29 - $105.63 $711K - $772K
77.7K $7.9B
HCA
Hca Healthcare, Inc.

Healthcare
192
+ 1.47%
$317.61 - $387.52 $61K - $74.4K
13.2K $5.07B
MLN
Vaneck Long Muni ETF

ETFs
37.1K
+ 28.59%
$16.49 - $17.52 $612K - $650K
167K $2.82B
PH
Parker Hannifin Corp

Industrials
111
+ 2.08%
$517.23 - $700.54 $57.4K - $77.8K
5.44K $3.8B
DINO
Hf Sinclair Corp

Energy
7.01K
+ 23.63%
$25.91 - $41.85 $182K - $294K
36.7K $1.51B
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.06K
+ 4.29%
$34.67 - $41.47 $175K - $210K
123K $5.1B
BNDX
Vanguard Total International B

ETFs
6.17K
+ 6.64%
$48.77 - $49.55 $301K - $306K
99.1K $4.9B
VBR
Vanguard Small Cap Value ETF

ETFs
1.03K
+ 6.32%
$162.76 - $195.77 $167K - $201K
17.3K $3.37B
ROST
Ross Stores, Inc.

Consumer Cyclical
2.69K
+ 7.96%
$126.62 - $154.26 $340K - $415K
36.5K $4.66B
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.02K
+ 7.94%
$63.54 - $68.5 $319K - $344K
68.3K $4.6B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.7K
+ 7.13%
$24.31 - $25.29 $211K - $220K
131K $3.3B
Ishares Tr
8.25K
+ 6.94%
N/A
127K $3.29B
ZTS
Zoetis Inc.

Healthcare
3.18K
+ 10.7%
$144.41 - $170.3 $460K - $542K
32.9K $5.14B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.03K
+ 5.67%
$24.94 - $25.42 $175K - $179K
131K $3.33B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.97K
+ 6.21%
N/A
136K $3.3B
FDHY
Fidelity Covington Trust High

ETFs
3.25K
+ 6.91%
$46.01 - $48.93 $149K - $159K
50.2K $2.45B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
3.84K
+ 6.13%
$23.19 - $25.35 $89K - $97.3K
66.4K $1.68B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.28K
+ 5.62%
$23.96 - $24.27 $174K - $177K
137K $3.32B
PLD
Prologis, Inc.

Real Estate
3.11K
+ 12.42%
$89.76 - $112.34 $279K - $349K
28.1K $2.95B
NVDA
Nvidia Corp

Technology
360
+ 35.71%
$94.31 - $157.99 $34K - $56.9K
1.37K $216M
EOG
Eog Resources Inc

Energy
2.43K
+ 9.85%
$104.61 - $129.97 $254K - $316K
27.1K $3.24B
WM
Waste Management Inc

Industrials
590
+ 2.66%
$216.47 - $242.1 $128K - $143K
22.7K $5.2B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.3K
+ 12.66%
$22.43 - $23.23 $51.6K - $53.4K
20.5K $475M
IBM
International Business Machines Corp

Technology
23
+ 2.75%
$221.03 - $294.78 $5.08K - $6.78K
858 $253M
COST
Costco Wholesale Corp

Consumer Defensive
43
+ 172.0%
$908.13 - $1056.85 $39K - $45.4K
68 $67.3M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
24
+ 1.22%
$69.8 - $94.88 $1.68K - $2.28K
2K $189M
ORCL
Oracle Corp

Technology
69
+ 22.92%
$122.82 - $218.63 $8.47K - $15.1K
370 $80.9M
GLW
Corning Inc

Technology
507
+ 37.7%
$39.07 - $52.59 $19.8K - $26.7K
1.85K $97.4M
AMD
Advanced Micro Devices Inc

Technology
143
+ 44.83%
$78.21 - $143.81 $11.2K - $20.6K
462 $65.6M
META
Meta Platforms, Inc.

Communication Services
38
+ 237.5%
$484.66 - $738.09 $18.4K - $28K
54 $39.9M
TSLA
Tesla, Inc.

Consumer Cyclical
81
+ 270.0%
$221.86 - $362.89 $18K - $29.4K
111 $35.3M
RTX
Raytheon Technologies Corp

Industrials
22
+ 1.59%
$113.75 - $148.48 $2.5K - $3.27K
1.41K $206M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
573
+ 1.33%
$24.88 - $25.41 $14.3K - $14.6K
43.8K $1.11B
GOOG
Alphabet Inc.

Communication Services
83
+ 61.48%
$146.58 - $180.01 $12.2K - $14.9K
218 $38.7M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
516
+ 7.93%
$24.66 - $25.17 $12.7K - $13K
7.03K $177M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
25
+ 71.43%
$177.93 - $313.14 $4.45K - $7.83K
60 $18.8M
CAT
Caterpillar Inc

Industrials
14
+ 17.5%
$273.94 - $388.21 $3.84K - $5.43K
94 $36.5M
Activity Summary
Buys All Purchases 174 New Holdings 106 Increased Positions 68 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email