Evergreen Private Wealth LLC Portfolio Holdings

Evergreen Private Wealth LLC

  • $214 Billion
  • Q1 2025

Evergreen Private Wealth LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $214 Billion distributed in 189 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Check Point Software Technologies LTD with a value of $9.67B, Berkshire Hathaway Inc Class B with a value of $8.63B, Netflix Inc with a value of $8.18B, Spdr Index Shs Fds Msci Eafe S with a value of $7.77B, and Ishares Barclays 10 20 Yr Trea with a value of $7.3B.

Examining the 13F form we can see an increase of $527M in the current position value, from $213B to 214B.

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 $214 Billion
ETFs: $66.3 Billion
Technology: $39.8 Billion
Financial Services: $21.4 Billion
Communication Services: $18.4 Billion
Consumer Cyclical: $18.1 Billion
Healthcare: $15.9 Billion
Industrials: $10.4 Billion
Energy: $6.69 Billion
Other: $7.73 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $214 Billion
  • Prior Value $213 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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