Evergreen Private Wealth LLC Reduced Holdings in Q3 2024

Evergreen Private Wealth LLC

  • $216 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EQIX
Equinix Inc

Real Estate
-1.77K
- 99.83%
$749.0 - $890.01 $1.32M - $1.57M
3 $2.66M
KO
Coca Cola CO

Consumer Defensive
-3K
- 99.97%
$62.69 - $73.01 $188K - $219K
1 $42K
INFY
Infosys LTD

Technology
-10.7K
- 59.85%
$18.76 - $23.28 $200K - $249K
7.16K $160M
JBHT
Hunt J B Transport Services Inc

Industrials
-904
- 99.78%
$155.54 - $176.97 $141K - $160K
2 $372K
WST
West Pharmaceutical Services Inc

Healthcare
-92
- 2.32%
$277.16 - $333.3 $25.5K - $30.7K
3.87K $1.16B
DLTR
Dollar Tree, Inc.

Consumer Defensive
-419
- 97.67%
$63.56 - $107.36 $26.6K - $45K
10 $703K
NKE
Nike, Inc.

Consumer Cyclical
-577
- 99.65%
$71.09 - $89.44 $41K - $51.6K
2 $191K
HON
Honeywell International Inc

Industrials
-55
- 13.0%
$196.73 - $220.21 $10.8K - $12.1K
368 $76.1M
ACN
Accenture PLC

Technology
-26
- 63.41%
$295.44 - $355.81 $7.68K - $9.25K
15 $5.3M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-2.17K
- 2.61%
$25.36 - $26.16 $55.1K - $56.9K
81.3K $2.12B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-42
- 49.41%
$91.42 - $91.82 $3.84K - $3.86K
43 $3.95M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-156
- 6.95%
$24.78 - $25.11 $3.87K - $3.92K
2.09K $52.4M
CHRD
Oasis Petroleum Inc.

Energy
-2
- 6.67%
$128.01 - $176.98 $256 - $354
28 $3.65M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-52
- 4.25%
$84.81 - $93.54 $4.41K - $4.86K
1.17K $108M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1
- 0.13%
$26.42 - $26.67 $26.4 - $26.7
799 $21.3M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-4
- 1.79%
$47.91 - $53.27 $192 - $213
220 $11.7M
VTI
Vanguard Total Stock Market Et

ETFs
-22
- 3.7%
$255.18 - $283.2 $5.61K - $6.23K
572 $162M
PPG
Ppg Industries Inc

Basic Materials
-12
- 1.56%
$118.32 - $134.55 $1.42K - $1.61K
759 $100M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-687
- 1.84%
$24.91 - $25.63 $17.1K - $17.6K
36.6K $939M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3
- 0.4%
$111.9 - $124.28 $336 - $373
746 $92.2M
VRSN
Verisign Inc

Technology
-12
- 1.51%
$174.18 - $190.64 $2.09K - $2.29K
781 $148M
AMGN
Amgen Inc

Healthcare
-1
- 0.13%
$309.38 - $337.38 $309 - $337
780 $251M
PHYS
Sprott Physical Gold Trust

Financial Services
-509
- 6.51%
$18.12 - $20.72 $9.22K - $10.5K
7.31K $149M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-33
- 0.15%
$22.51 - $23.92 $743 - $789
21.3K $506M
NEE
Nextera Energy Inc

Utilities
-18
- 0.8%
$69.9 - $84.97 $1.26K - $1.53K
2.24K $189M
ENPH
Enphase Energy, Inc.

Technology
-205
- 0.88%
$95.77 - $123.65 $19.6K - $25.3K
23K $2.6B
AAPL
Apple Inc.

Technology
-87
- 0.34%
$207.23 - $234.82 $18K - $20.4K
25.8K $6.01B
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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