Evergreen Private Wealth LLC Purchases in Q2 2025

Evergreen Private Wealth LLC

  • $239 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
UBER
Uber Technologies, Inc

Technology
34
+ 377.78%
$64.62 - $93.3 $2.2K - $3.17K
43 $4.01M
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
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 60.0%
$285.55 - $321.23 $3.43K - $3.85K
32 $9.35M
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
UVSP
Univest Financial Corp

Financial Services
87
New
$25.3 - $31.35 $2.2K - $2.73K
87 $2.61M
IYW
Ishares Dj Us Tech ETF

ETFs
7
+ 15.56%
$122.57 - $173.27 $858 - $1.21K
52 $8.95M
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
CSCO
Cisco Systems, Inc.

Technology
27
+ 38.57%
$53.19 - $69.38 $1.44K - $1.87K
97 $6.73M
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
FCX
Freeport Mcmoran Inc

Basic Materials
43
+ 860.0%
$29.15 - $44.46 $1.25K - $1.91K
48 $2.08M
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
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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