Evergreen Private Wealth LLC Incresed Positions in Q4 2024

Evergreen Private Wealth LLC

  • $213 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
27.9K
+ 67.85%
$99.04 - $109.59 $2.76M - $3.05M
69K $6.86B
FTNT
Fortinet, Inc.

Technology
17.1K
+ 1501.5%
$76.49 - $99.21 $1.31M - $1.69M
18.2K $1.72B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
373
+ 3.91%
$338.38 - $446.21 $126K - $166K
9.9K $4.31B
MLN
Vaneck Long Muni ETF

ETFs
22.5K
+ 22.51%
$17.61 - $18.29 $396K - $411K
122K $2.19B
IBMO
Ishares Tr Ibonds December 202

ETFs
7.17K
+ 19.4%
$25.4 - $25.62 $182K - $184K
44.1K $1.12B
IBMP
Ishares Tr Ibonds December 202

ETFs
7.27K
+ 19.6%
$25.08 - $25.43 $182K - $185K
44.3K $1.11B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
8.12K
+ 14.65%
$23.99 - $24.55 $195K - $199K
63.6K $1.53B
WST
West Pharmaceutical Services Inc

Healthcare
54
+ 1.4%
$285.69 - $344.0 $15.4K - $18.6K
3.92K $1.28B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.1K
+ 10.2%
$47.98 - $49.47 $149K - $154K
33.5K $1.62B
ABG
Asbury Automotive Group Inc

Consumer Cyclical
119
+ 0.72%
$221.83 - $266.82 $26.4K - $31.8K
16.6K $4.04B
INTU
Intuit Inc

Technology
47
+ 0.65%
$602.01 - $706.25 $28.3K - $33.2K
7.23K $4.54B
XLV
Select Sector Spdr Fund Health

ETFs
575
+ 150.13%
$136.28 - $154.74 $78.4K - $89K
958 $132M
ROST
Ross Stores, Inc.

Consumer Cyclical
207
+ 0.64%
$138.59 - $156.61 $28.7K - $32.4K
32.5K $4.92B
IVW
Ishares S&P 500 Growth ETF

ETFs
118
+ 1.58%
$94.43 - $105.47 $11.1K - $12.4K
7.58K $770M
Fidelity Covington Trust
1.08K
+ 3.85%
N/A
29K $952M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.55K
+ 2.06%
N/A
126K $3.04B
V
Visa Inc.

Financial Services
2
+ 0.3%
$273.87 - $320.91 $548 - $642
668 $211M
PH
Parker Hannifin Corp

Industrials
3
+ 0.06%
$621.74 - $709.46 $1.87K - $2.13K
5.34K $3.4B
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
13
+ 0.15%
$44.28 - $51.47 $576 - $669
8.65K $410M
PANW
Palo Alto Networks Inc

Technology
721
+ 100.84%
$181.96 - $405.9 $131K - $293K
1.44K $261M
OKE
Oneok Inc

Energy
1
+ 0.06%
$92.28 - $117.05 $92.3 - $117
1.71K $171M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.74K
+ 2.2%
$23.88 - $24.32 $65.4K - $66.6K
127K $3.05B
CPRT
Copart Inc

Consumer Cyclical
1
+ 0.04%
$51.36 - $63.8 $51.4 - $63.8
2.74K $157M
VRSN
Verisign Inc

Technology
2
+ 0.26%
$176.68 - $206.96 $353 - $414
783 $162M
FDHY
Fidelity Covington Trust High

ETFs
1.1K
+ 2.44%
$48.24 - $49.25 $53K - $54.1K
46.2K $2.23B
IJS
Ishares S&P Smallcap 600 Value

ETFs
9
+ 0.7%
$104.59 - $118.05 $941 - $1.06K
1.29K $140M
WMT
Walmart Inc.

Consumer Defensive
6
+ 600.0%
$79.1 - $95.7 $475 - $574
7 $670K
MCO
Moodys Corp

Financial Services
1
+ 0.39%
$454.04 - $500.88 $454 - $501
258 $122M
CHD
Church & Dwight CO Inc

Consumer Defensive
1
+ 0.08%
$99.11 - $112.25 $99.1 - $112
1.22K $127M
IVE
Ishares S&P 500 Value ETF

ETFs
91
+ 2.99%
$189.5 - $206.17 $17.2K - $18.8K
3.13K $598M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
45
+ 2.22%
$134.53 - $150.65 $6.05K - $6.78K
2.07K $280M
TT
Trane Technologies PLC

Industrials
11
+ 2.56%
$369.35 - $419.14 $4.06K - $4.61K
440 $163M
IT
Gartner Inc

Technology
2
+ 0.61%
$481.22 - $551.8 $962 - $1.1K
329 $159M
PPG
Ppg Industries Inc

Basic Materials
10
+ 1.32%
$119.09 - $131.37 $1.19K - $1.31K
769 $91.8M
BNDX
Vanguard Total International B

ETFs
1.99K
+ 2.25%
$48.91 - $50.61 $97.2K - $101K
90.3K $4.43B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.48K
+ 2.08%
$24.82 - $25.48 $61.5K - $63.1K
122K $3.03B
A
Agilent Technologies, Inc.

Healthcare
2
+ 0.2%
$125.69 - $146.56 $251 - $293
991 $133M
NUSC
Nuveen Esg Small Cap ETF

ETFs
19
+ 0.12%
$41.74 - $46.2 $793 - $878
15.3K $640M
Fidelity Covington Trust
1.13K
+ 6.88%
N/A
17.5K $483M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
198
+ 3.3%
$44.04 - $49.49 $8.72K - $9.8K
6.2K $273M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
14
+ 0.12%
$34.46 - $38.29 $482 - $536
11.6K $403M
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.48%
$164.99 - $203.87 $990 - $1.22K
1.25K $222M
NUDM
Nuveen Esg International Devel

ETFs
19
+ 0.27%
$30.06 - $33.38 $571 - $634
7.16K $215M
NEE
Nextera Energy Inc

Utilities
13
+ 0.58%
$69.77 - $85.43 $907 - $1.11K
2.25K $161M
TGT
Target Corp

Consumer Defensive
4
+ 0.29%
$121.59 - $160.69 $486 - $643
1.41K $190M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.71K
+ 2.31%
$24.5 - $25.72 $66.3K - $69.6K
120K $2.94B
Ishares Tr
2.51K
+ 2.19%
N/A
117K $2.94B
MSFT
Microsoft Corp

Technology
101
+ 0.67%
$406.35 - $454.46 $41K - $45.9K
15.2K $6.4B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.62K
+ 2.72%
$23.11 - $25.17 $37.5K - $40.8K
61.2K $1.41B
Activity Summary
Buys All Purchases 67 New Holdings 7 Increased Positions 60 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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