Evergreen Private Wealth LLC Portfolio Holdings

Evergreen Private Wealth LLC

  • $239 Billion
  • Q2 2025

Evergreen Private Wealth LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $239 Billion distributed in 289 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $10.8B, Check Point Software Technologies LTD with a value of $9.17B, Spdr Index Shs Fds Msci Eafe S with a value of $8.87B, Applied Materials Inc with a value of $8.51B, and Microsoft Corp with a value of $8.18B.

Examining the 13F form we can see an increase of $24.7B in the current position value, from $214B to 239B.

Evergreen Private Wealth LLC is based out at Greenwood Village, CO

Below you can find more details about Evergreen Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $239 Billion
ETFs: $73.7 Billion
Technology: $47.3 Billion
Financial Services: $22.6 Billion
Communication Services: $21.9 Billion
Consumer Cyclical: $17.5 Billion
Healthcare: $16.3 Billion
Industrials: $9.86 Billion
Consumer Defensive: $7.92 Billion
Other: $10.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$530B
$10.8 Billion 4.5% of portfolio
8,028
Q2 2025 Reduced 8.49%
$28B
$9.17 Billion 3.84% of portfolio
41,444
Q2 2025 Reduced 2.32%
$161B
$8.51 Billion 3.56% of portfolio
46,469
Q2 2025 Added 15.37%
$3.77T
$8.18 Billion 3.43% of portfolio
16,447
Q2 2025 Added 5.57%
$855B
$8.14 Billion 3.41% of portfolio
28,080
Q2 2025 Reduced 1.0%
$622B
$7.92 Billion 3.32% of portfolio
16,297
Q2 2025 Added 0.54%
$2.32T
$7.04 Billion 2.95% of portfolio
32,082
Q2 2025 Added 4.57%
$1.14T
$6.53 Billion 2.74% of portfolio
37,043
Q2 2025 Added 4.84%
$216B
$6.16 Billion 2.58% of portfolio
7,815
Q2 2025 Added 4.83%
$24B
$5.71 Billion 2.39% of portfolio
340,449
Q2 2025 Added 2.58%
$3.45T
$5.5 Billion 2.3% of portfolio
26,797
Q2 2025 Added 4.76%
$173B
$5.42 Billion 2.27% of portfolio
14,003
Q2 2025 Added 16.39%
$25.8B
$5.38 Billion 2.26% of portfolio
11,507
Q2 2025 Added 9.4%
$93.2B
$5.2 Billion 2.18% of portfolio
22,738
Q2 2025 Added 2.66%
$168B
$5.19 Billion 2.17% of portfolio
12,798
Q2 2025 Added 15.74%
$70.8B
$5.14 Billion 2.15% of portfolio
32,931
Q2 2025 Added 10.7%
$47.1B
$4.66 Billion 1.95% of portfolio
36,488
Q2 2025 Added 7.96%
$97B
$4.6 Billion 1.93% of portfolio
68,260
Q2 2025 Added 7.94%
$195B
$4.47 Billion 1.87% of portfolio
154,426
Q2 2025 Reduced 8.39%
$92.6B
$3.8 Billion 1.59% of portfolio
5,444
Q2 2025 Added 2.08%
$69.1B
$3.24 Billion 1.36% of portfolio
27,113
Q2 2025 Added 9.85%
$49B
$3.04 Billion 1.28% of portfolio
30,850
Q2 2025 Added 2,091.05%
$101B
$2.95 Billion 1.24% of portfolio
28,101
Q2 2025 Added 12.42%
$82.6B
$2.61 Billion 1.09% of portfolio
24,706
Q2 2025 Added 18.17%
$60.6B
$2.29 Billion 0.96% of portfolio
77,949
Q2 2025 Reduced 3.56%
$9.43B
$1.51 Billion 0.63% of portfolio
36,692
Q2 2025 Added 23.63%
$253B
$253 Million 0.11% of portfolio
858
Q2 2025 Added 2.75%
$58.9B
$240 Million 0.1% of portfolio
1,172
Q2 2025 Reduced 18.27%
$416B
$216 Million 0.09% of portfolio
1,368
Q2 2025 Added 35.71%
$219B
$206 Million 0.09% of portfolio
1,410
Q2 2025 Added 1.59%
$164B
$211 Million 0.09% of portfolio
755
Q2 2025 Reduced 3.21%
$331B
$193 Million 0.08% of portfolio
1,037
Q2 2025 Reduced 17.17%
$0
$185 Million 0.08% of portfolio
7,301
Q4 2024 Reduced 0.05%
$575B
$193 Million 0.08% of portfolio
544
Q2 2025 Reduced 18.56%
$30.5B
$167 Million 0.07% of portfolio
579
Q2 2025 Reduced 25.77%
$52.1B
$158 Million 0.07% of portfolio
1,087
Q2 2025 Reduced 17.65%
$79.5B
$132 Million 0.06% of portfolio
767
Q2 2025 Reduced 19.52%
$104B
$145 Million 0.06% of portfolio
331
Q2 2025 Reduced 24.94%
$22.3B
$146 Million 0.06% of portfolio
655
Q2 2025 Reduced 21.08%
$36.1B
$132 Million 0.06% of portfolio
1,620
Q2 2025 Reduced 4.59%
$264B
$108 Million 0.05% of portfolio
395
Q2 2025 Added 2.86%
$11B
$111 Million 0.05% of portfolio
2,269
Q2 2025 Reduced 17.43%
$152B
$128 Million 0.05% of portfolio
1,846
Q2 2025 Reduced 18.1%
$28.2B
$115 Million 0.05% of portfolio
284
Q2 2025 Reduced 13.94%
$207B
$119 Million 0.05% of portfolio
1,503
Q2 2025 Reduced 2.66%
$34.4B
$109 Million 0.05% of portfolio
926
Q2 2025 Reduced 6.65%
$5.21B
$120 Million 0.05% of portfolio
1,372
Q4 2023 New
$91.4B
$101 Million 0.04% of portfolio
201
Q2 2025 Reduced 22.39%
$45.7B
$97.4 Million 0.04% of portfolio
1,852
Q2 2025 Added 37.7%

Summary

  • Portfolio
  • No. of Stocks 289
  • Current Value $239 Billion
  • Prior Value $214 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 106 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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