Evergreen Private Wealth LLC New Holdings in Q2 2025

Evergreen Private Wealth LLC

  • $239 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EUFN
Ishares Msci Europe Financials

ETFs
90.9K
New
$24.77 - $32.27 $2.25M - $2.93M
90.9K $2.88B
AVGO
Broadcom Inc.

Technology
70
New
$146.29 - $275.65 $10.2K - $19.3K
70 $19.3M
ABC
Amerisourcebergen Corp

Healthcare
48
New
N/A
48 $14.4M
MCK
Mckesson Corp

Healthcare
18
New
$652.83 - $732.78 $11.8K - $13.2K
18 $13.2M
PWR
Quanta Services, Inc.

Industrials
33
New
$239.47 - $381.26 $7.9K - $12.6K
33 $12.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
New
$4164.15 - $5789.24 $8.33K - $11.6K
2 $11.6M
AZO
Autozone Inc

Consumer Cyclical
3
New
$3478.38 - $3880.15 $10.4K - $11.6K
3 $11.1M
SPOT
Spotify Technology S.A.

Communication Services
11
New
$503.3 - $775.9 $5.54K - $8.53K
11 $8.44M
GE
General Electric CO

Industrials
32
New
$166.81 - $257.39 $5.34K - $8.24K
32 $8.24M
MA
Mastercard Inc

Financial Services
14
New
$479.92 - $590.74 $6.72K - $8.27K
14 $7.87M
DASH
Door Dash, Inc.

Communication Services
29
New
$163.16 - $246.51 $4.73K - $7.15K
29 $7.15M
CDNS
Cadence Design Systems Inc

Technology
23
New
$231.64 - $323.08 $5.33K - $7.43K
23 $7.09M
PLTR
Palantir Technologies Inc.

Technology
50
New
$74.01 - $144.25 $3.7K - $7.21K
50 $6.82M
LECO
Lincoln Electric Holdings Inc

Industrials
32
New
$167.18 - $211.38 $5.35K - $6.76K
32 $6.63M
NVT
N Vent Electric PLC

Industrials
85
New
$45.2 - $73.35 $3.84K - $6.23K
85 $6.23M
NI
Nisource Inc.

Utilities
146
New
$37.11 - $40.64 $5.42K - $5.93K
146 $5.89M
Ge Vernova Inc
11
New
N/A
11 $5.82M
ITT
Itt Inc.

Industrials
37
New
$112.67 - $157.95 $4.17K - $5.84K
37 $5.8M
PRI
Primerica, Inc.

Financial Services
21
New
$244.39 - $290.62 $5.13K - $6.1K
21 $5.75M
CNO
Cno Financial Group, Inc.

Financial Services
148
New
$36.12 - $42.37 $5.35K - $6.27K
148 $5.71M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
New
$45.98 - $56.15 $4.6K - $5.62K
100 $5.62M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
17
New
$224.32 - $326.09 $3.81K - $5.54K
17 $5.54M
CVX
Chevron Corp

Energy
38
New
$133.73 - $168.51 $5.08K - $6.4K
38 $5.44M
OGE
Oge Energy Corp.

Utilities
109
New
$42.23 - $46.38 $4.6K - $5.06K
109 $4.84M
THG
Hanover Insurance Group, Inc.

Financial Services
28
New
$150.66 - $178.04 $4.22K - $4.99K
28 $4.76M
ARES
Ares Management Corp

Financial Services
27
New
$118.04 - $175.83 $3.19K - $4.75K
27 $4.68M
LMT
Lockheed Martin Corp

Industrials
10
New
$430.82 - $486.45 $4.31K - $4.86K
10 $4.63M
TDG
Trans Digm Group Inc

Industrials
3
New
$1231.75 - $1520.64 $3.7K - $4.56K
3 $4.56M
CME
Cme Group Inc.

Financial Services
16
New
$252.37 - $290.71 $4.04K - $4.65K
16 $4.41M
WFC
Wells Fargo & Company

Financial Services
55
New
$60.98 - $80.12 $3.35K - $4.41K
55 $4.41M
AIG
American International Group, Inc.

Financial Services
51
New
$77.56 - $87.72 $3.96K - $4.47K
51 $4.37M
LEN
Lennar Corp

Consumer Cyclical
38
New
$102.76 - $115.66 $3.9K - $4.4K
38 $4.2M
MPC
Marathon Petroleum Corp

Energy
25
New
$118.55 - $170.08 $2.96K - $4.25K
25 $4.15M
NOW
Service Now, Inc.

Technology
4
New
$721.65 - $1040.18 $2.89K - $4.16K
4 $4.11M
CMCSA
Comcast Corp

Communication Services
109
New
$32.84 - $36.72 $3.58K - $4K
109 $3.89M
COLB
Columbia Banking System, Inc.

Financial Services
163
New
$20.71 - $25.63 $3.38K - $4.18K
163 $3.81M
UCBI
United Community Banks Inc

Financial Services
127
New
N/A
127 $3.78M
CB
Chubb LTD

Financial Services
13
New
$274.32 - $302.46 $3.57K - $3.93K
13 $3.77M
PHM
Pultegroup Inc

Consumer Cyclical
35
New
$92.02 - $106.54 $3.22K - $3.73K
35 $3.69M
ORI
Old Republic International Corp

Financial Services
95
New
$35.25 - $39.79 $3.35K - $3.78K
95 $3.65M
DIOD
Diodes Inc

Technology
68
New
$34.26 - $52.89 $2.33K - $3.6K
68 $3.6M
WELL
Welltower Inc.

Real Estate
23
New
$136.49 - $155.22 $3.14K - $3.57K
23 $3.54M
HOMB
Home Bancshares Inc

Financial Services
124
New
$25.05 - $29.62 $3.11K - $3.67K
124 $3.53M
TTWO
Take Two Interactive Software Inc

Communication Services
14
New
$194.58 - $243.05 $2.72K - $3.4K
14 $3.4M
ADI
Analog Devices Inc

Technology
14
New
$164.6 - $238.02 $2.3K - $3.33K
14 $3.33M
NET
Cloudflare, Inc.

Technology
17
New
$97.08 - $195.83 $1.65K - $3.33K
17 $3.33M
KO
Coca Cola CO

Consumer Defensive
47
New
$68.37 - $73.9 $3.21K - $3.47K
47 $3.33M
HUBB
Hubbell Inc

Industrials
8
New
$315.94 - $408.41 $2.53K - $3.27K
8 $3.27M
MU
Micron Technology Inc

Technology
26
New
$64.72 - $127.91 $1.68K - $3.33K
26 $3.21M
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
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