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
HEIA
Heico Crp Cl A
12
New
N/A
12 $3.11M
CI
Cigna Corp

Healthcare
9
New
$301.89 - $340.04 $2.72K - $3.06K
9 $2.98M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
11
New
$201.28 - $266.34 $2.21K - $2.93K
11 $2.93M
Lam Research Corp
30
New
N/A
30 $2.92M
CEG
Constellation Energy Corp

Utilities
9
New
$170.96 - $322.76 $1.54K - $2.9K
9 $2.91M
PSX
Phillips 66

Energy
24
New
$92.87 - $125.73 $2.23K - $3.02K
24 $2.86M
WMB
Williams Companies, Inc.

Energy
43
New
$54.33 - $62.87 $2.34K - $2.7K
43 $2.7M
PGR
Progressive Corp

Financial Services
10
New
$255.27 - $288.74 $2.55K - $2.89K
10 $2.67M
SCHW
Schwab Charles Corp

Financial Services
29
New
$69.06 - $91.24 $2K - $2.65K
29 $2.65M
FE
Firstenergy Corp

Utilities
65
New
$38.31 - $43.17 $2.49K - $2.81K
65 $2.62M
SNPS
Synopsys Inc

Technology
5
New
$380.9 - $517.66 $1.9K - $2.59K
5 $2.56M
MSTR
Microstrategy Inc

Technology
6
New
$237.95 - $421.61 $1.43K - $2.53K
6 $2.43M
CWK
Cushman & Wakefield PLC

Real Estate
217
New
$7.9 - $11.13 $1.71K - $2.42K
217 $2.4M
NLOK
Norton Life Lock Inc.

Technology
81
New
N/A
81 $2.38M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
45
New
$49.85 - $59.52 $2.24K - $2.68K
45 $2.36M
Linde PLC
5
New
N/A
5 $2.35M
COF
Capital One Financial Corp

Financial Services
11
New
$150.57 - $212.76 $1.66K - $2.34K
11 $2.34M
SPG
Simon Property Group Inc

Real Estate
14
New
$140.37 - $171.44 $1.97K - $2.4K
14 $2.25M
WDAY
Workday, Inc.

Technology
9
New
$210.47 - $274.71 $1.89K - $2.47K
9 $2.16M
SJM
J M Smucker CO

Consumer Defensive
22
New
$94.41 - $118.52 $2.08K - $2.61K
22 $2.16M
ADP
Automatic Data Processing Inc

Industrials
7
New
$276.76 - $326.81 $1.94K - $2.29K
7 $2.16M
KR
Kroger CO

Consumer Defensive
30
New
$64.62 - $74.0 $1.94K - $2.22K
30 $2.15M
IDXX
Idexx Laboratories Inc

Healthcare
4
New
$361.04 - $536.34 $1.44K - $2.15K
4 $2.15M
ZM
Zoom Video Communications, Inc.

Technology
27
New
$66.7 - $84.62 $1.8K - $2.28K
27 $2.11M
BA
Boeing CO

Industrials
10
New
$136.59 - $217.51 $1.37K - $2.18K
10 $2.1M
IDA
Idacorp Inc

Utilities
18
New
$111.01 - $119.72 $2K - $2.15K
18 $2.08M
SHW
Sherwin Williams CO

Basic Materials
6
New
$313.51 - $363.51 $1.88K - $2.18K
6 $2.06M
Lazard Inc
42
New
N/A
42 $2.02M
VZ
Verizon Communications Inc

Communication Services
46
New
$41.67 - $45.62 $1.92K - $2.1K
46 $1.99M
WDC
Western Digital Corp

Technology
31
New
$30.54 - $63.99 $947 - $1.98K
31 $1.98M
MS
Morgan Stanley

Financial Services
14
New
$99.83 - $140.86 $1.4K - $1.97K
14 $1.97M
BKE
Buckle Inc

Consumer Cyclical
43
New
$33.77 - $45.57 $1.45K - $1.96K
43 $1.95M
OXY
Occidental Petroleum Corp

Energy
46
New
$36.11 - $49.33 $1.66K - $2.27K
46 $1.93M
CFG
Citizens Financial Group Inc

Financial Services
42
New
$34.27 - $44.75 $1.44K - $1.88K
42 $1.88M
INTC
Intel Corp

Technology
83
New
$18.13 - $22.69 $1.5K - $1.88K
83 $1.86M
CSGP
Costar Group, Inc.

Real Estate
23
New
$72.62 - $83.22 $1.67K - $1.91K
23 $1.85M
AVB
Avalonbay Communities Inc

Real Estate
9
New
$187.23 - $215.61 $1.69K - $1.94K
9 $1.83M
PRU
Prudential Financial Inc

Financial Services
17
New
$95.12 - $112.71 $1.62K - $1.92K
17 $1.83M
SYY
Sysco Corp

Consumer Defensive
24
New
$68.0 - $75.91 $1.63K - $1.82K
24 $1.82M
HIW
Highwoods Properties, Inc.

Real Estate
57
New
$25.31 - $31.85 $1.44K - $1.82K
57 $1.77M
DG
Dollar General Corp

Consumer Defensive
15
New
$86.02 - $114.95 $1.29K - $1.72K
15 $1.72M
DD
Du Pont De Nemours, Inc.

Basic Materials
25
New
$55.13 - $75.25 $1.38K - $1.88K
25 $1.72M
FIS
Fidelity National Information Services, Inc.

Technology
21
New
$68.14 - $82.13 $1.43K - $1.72K
21 $1.71M
IFF
International Flavors & Fragrances Inc

Basic Materials
23
New
$66.85 - $79.33 $1.54K - $1.82K
23 $1.69M
WY
Weyerhaeuser CO

Real Estate
65
New
$24.69 - $29.48 $1.6K - $1.92K
65 $1.67M
STAG
Stag Industrial, Inc.

Real Estate
46
New
$30.08 - $37.02 $1.38K - $1.7K
46 $1.67M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
32
New
N/A
32 $1.65M
DAL
Delta Air Lines, Inc.

Industrials
33
New
$35.88 - $52.99 $1.18K - $1.75K
33 $1.62M
HOG
Harley Davidson, Inc.

Consumer Cyclical
68
New
$20.82 - $25.94 $1.42K - $1.76K
68 $1.61M
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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