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
CTAS
Cintas Corp

Industrials
622
+ 297.61%
$201.38 - $819.83 $125K - $510K
831 $171M
PAYX
Paychex Inc

Industrials
9
+ 0.69%
$116.17 - $135.19 $1.05K - $1.22K
1.32K $177M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
56
+ 0.84%
$32.04 - $37.11 $1.79K - $2.08K
6.76K $246M
FTNT
Fortinet, Inc.

Technology
13
+ 1.16%
$55.39 - $77.55 $720 - $1.01K
1.14K $88.2M
IT
Gartner Inc

Technology
3
+ 0.93%
$441.32 - $516.47 $1.32K - $1.55K
327 $166M
NUDM
Nuveen Esg International Devel

ETFs
59
+ 0.83%
$30.15 - $34.01 $1.78K - $2.01K
7.14K $240M
A
Agilent Technologies, Inc.

Healthcare
8
+ 0.82%
$125.42 - $148.48 $1K - $1.19K
989 $147M
IJS
Ishares S&P Smallcap 600 Value

ETFs
53
+ 4.33%
$95.81 - $109.03 $5.08K - $5.78K
1.28K $137M
OKE
Oneok Inc

Energy
1
+ 0.06%
$78.62 - $95.27 $78.6 - $95.3
1.71K $155M
MCO
Moodys Corp

Financial Services
3
+ 1.18%
$421.49 - $494.67 $1.26K - $1.48K
257 $122M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
72
+ 0.95%
$24.38 - $25.2 $1.76K - $1.81K
7.61K $192M
NVDA
Nvidia Corp

Technology
58
+ 6.24%
$98.91 - $134.91 $5.74K - $7.82K
988 $120M
CHD
Church & Dwight CO Inc

Consumer Defensive
12
+ 1.0%
$98.01 - $106.59 $1.18K - $1.28K
1.21K $127M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
7
+ 5.0%
$21.28 - $29.69 $149 - $208
147 $4.36M
CPRT
Copart Inc

Consumer Cyclical
17
+ 0.62%
$49.19 - $55.54 $836 - $944
2.74K $144M
EOG
Eog Resources Inc

Energy
443
+ 1.86%
$117.9 - $132.65 $52.2K - $58.8K
24.2K $2.98B
WM
Waste Management Inc

Industrials
308
+ 1.43%
$196.96 - $223.45 $60.7K - $68.8K
21.9K $4.54B
MSFT
Microsoft Corp

Technology
217
+ 1.46%
$395.15 - $467.56 $85.7K - $101K
15.1K $6.5B
AMZN
Amazon Com Inc

Consumer Cyclical
274
+ 0.9%
$161.02 - $200.0 $44.1K - $54.8K
30.8K $5.74B
INTU
Intuit Inc

Technology
110
+ 1.56%
$602.97 - $670.49 $66.3K - $73.8K
7.18K $4.46B
DINO
Hf Sinclair Corp

Energy
615
+ 2.39%
$44.42 - $53.6 $27.3K - $33K
26.4K $1.17B
ADBE
Adobe Inc.

Technology
177
+ 1.62%
$508.13 - $586.55 $89.9K - $104K
11.1K $5.74B
GOOGL
Alphabet Inc.

Communication Services
463
+ 1.33%
$148.65 - $191.18 $68.8K - $88.5K
35.4K $5.87B
AMAT
Applied Materials Inc

Technology
545
+ 1.47%
$174.88 - $254.97 $95.3K - $139K
37.7K $7.62B
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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