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
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
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
DUK
Duke Energy Corp

Utilities
13
New
$112.46 - $124.05 $1.46K - $1.61K
13 $1.53M
HD
Home Depot, Inc.

Consumer Cyclical
4
New
$335.24 - $380.78 $1.34K - $1.52K
4 $1.47M
CLX
Clorox CO

Consumer Defensive
12
New
$118.01 - $148.69 $1.42K - $1.78K
12 $1.44M
APD
Air Products & Chemicals, Inc.

Basic Materials
5
New
$248.61 - $294.96 $1.24K - $1.47K
5 $1.41M
APP
App Lovin Corp

Technology
4
New
$219.37 - $417.89 $877 - $1.67K
4 $1.4M
SBUX
Starbucks Corp

Consumer Cyclical
14
New
$79.69 - $99.41 $1.12K - $1.39K
14 $1.28M
DECK
Deckers Outdoor Corp

Consumer Cyclical
12
+ 3.85%
$100.44 - $129.37 $1.21K - $1.55K
324 $33.4M
AAPL
Apple Inc.

Technology
1.22K
+ 4.76%
$172.42 - $223.89 $210K - $273K
26.8K $5.5B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.74K
+ 15.74%
$390.26 - $489.06 $679K - $851K
12.8K $5.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
88
+ 0.54%
$483.48 - $539.8 $42.5K - $47.5K
16.3K $7.92B
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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