Evergreen Private Wealth LLC Reduced Holdings in Q3 2025

Evergreen Private Wealth LLC

  • $247 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-377
- 4.7%
$1147.87 - $1297.18 $433K - $489K
7.65K $9.17B
INTU
Intuit Inc

Technology
-140
- 1.79%
$646.03 - $807.39 $90.4K - $113K
7.68K $5.24B
CHKP
Check Point Software Technologies LTD

Technology
-1.05K
- 2.54%
$180.73 - $231.23 $190K - $244K
40.4K $8.36B
T
At&T Inc.

Communication Services
-6.03K
- 3.9%
$26.94 - $29.62 $162K - $179K
148K $4.19B
TGT
Target Corp

Consumer Defensive
-19
- 0.06%
$86.56 - $107.43 $1.64K - $2.04K
30.8K $2.77B
EOG
Eog Resources Inc

Energy
-198
- 0.73%
$112.12 - $126.1 $22.2K - $25K
26.9K $3.02B
WM
Waste Management Inc

Industrials
-189
- 0.83%
$213.88 - $237.1 $40.4K - $44.8K
22.5K $4.98B
KMI
Kinder Morgan, Inc.

Energy
-1.97K
- 2.52%
$26.23 - $28.5 $51.5K - $56K
76K $2.15B
AMZN
Amazon Com Inc

Consumer Cyclical
-619
- 1.93%
$211.65 - $238.24 $131K - $147K
31.5K $6.91B
BNDX
Vanguard Total International B

ETFs
-683
- 0.69%
$49.0 - $49.51 $33.5K - $33.8K
98.4K $4.87B
PAYX
Paychex Inc

Industrials
-28
- 2.58%
$126.69 - $147.99 $3.55K - $4.14K
1.06K $134M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.25K
- 6.09%
$22.89 - $23.7 $28.5K - $29.5K
19.2K $453M
OKE
Oneok Inc

Energy
-71
- 4.38%
$71.36 - $83.47 $5.07K - $5.93K
1.55K $113M
CTAS
Cintas Corp

Industrials
-29
- 4.43%
$199.29 - $226.27 $5.78K - $6.56K
626 $129M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-942
- 0.69%
N/A
135K $3.29B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1K
- 0.73%
$24.14 - $24.34 $24.2K - $24.4K
136K $3.3B
V
Visa Inc.

Financial Services
-20
- 3.68%
$332.09 - $358.86 $6.64K - $7.18K
524 $179M
CHD
Church & Dwight CO Inc

Consumer Defensive
-53
- 5.01%
$85.84 - $99.09 $4.55K - $5.25K
1K $87.9M
TT
Trane Technologies PLC

Industrials
-20
- 6.04%
$398.96 - $472.54 $7.98K - $9.45K
311 $131M
CPRT
Copart Inc

Consumer Cyclical
-69
- 3.04%
$44.6 - $49.97 $3.08K - $3.45K
2.2K $98.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-51
- 4.62%
$65.64 - $78.22 $3.35K - $3.99K
1.05K $70.5M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-957
- 0.73%
$25.24 - $25.56 $24.2K - $24.5K
130K $3.32B
BMY
Bristol Myers Squibb CO

Healthcare
-210
- 16.56%
$43.31 - $48.98 $9.1K - $10.3K
1.06K $47.7M
VRSN
Verisign Inc

Technology
-20
- 3.45%
$263.02 - $305.98 $5.26K - $6.12K
559 $156M
MCO
Moodys Corp

Financial Services
-12
- 5.97%
$472.69 - $521.32 $5.67K - $6.26K
189 $90.1M
MUB
Ishares National Muni Bond ETF

ETFs
-107
- 23.41%
$103.24 - $106.68 $11K - $11.4K
350 $37.3M
PPG
Ppg Industries Inc

Basic Materials
-35
- 4.84%
$103.65 - $119.07 $3.63K - $4.17K
688 $72.3M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-406
- 5.78%
$25.0 - $25.33 $10.2K - $10.3K
6.62K $168M
HYD
Vaneck High Yield Muni ETF

ETFs
-154
- 24.68%
$48.85 - $50.94 $7.52K - $7.84K
470 $23.9M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-700
- 1.05%
$24.87 - $25.69 $17.4K - $18K
65.7K $1.68B
LECO
Lincoln Electric Holdings Inc

Industrials
-23
- 71.88%
$210.22 - $247.76 $4.84K - $5.7K
9 $2.12M
ABT
Abbott Laboratories

Healthcare
-28
- 12.23%
$120.51 - $136.62 $3.37K - $3.83K
201 $26.9M
CSCO
Cisco Systems, Inc.

Technology
-27
- 27.84%
$66.2 - $71.79 $1.79K - $1.94K
70 $4.79M
NUDM
Nuveen Esg International Devel

ETFs
-383
- 6.53%
$34.72 - $37.63 $13.3K - $14.4K
5.48K $206M
FCX
Freeport Mcmoran Inc

Basic Materials
-43
- 89.58%
$35.34 - $47.21 $1.52K - $2.03K
5 $196K
UCBI
United Community Banks Inc

Financial Services
-65
- 51.18%
N/A
62 $1.94M
OGE
Oge Energy Corp.

Utilities
-38
- 34.86%
$43.46 - $46.27 $1.65K - $1.76K
71 $3.29M
PSX
Phillips 66

Energy
-11
- 45.83%
$118.37 - $139.46 $1.3K - $1.53K
13 $1.77M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-681
- 7.04%
$35.99 - $38.74 $24.5K - $26.4K
9K $348M
OXY
Occidental Petroleum Corp

Energy
-14
- 30.43%
$42.54 - $48.1 $596 - $673
32 $1.51M
PEP
Pepsico Inc

Consumer Defensive
-8
- 7.62%
$133.81 - $152.16 $1.07K - $1.22K
97 $13.7M
NEE
Nextera Energy Inc

Utilities
-145
- 7.85%
$69.77 - $77.54 $10.1K - $11.2K
1.7K $128M
ORI
Old Republic International Corp

Financial Services
-2
- 2.11%
$35.74 - $42.47 $71.5 - $84.9
93 $3.95M
A
Agilent Technologies, Inc.

Healthcare
-54
- 5.83%
$112.04 - $128.75 $6.05K - $6.95K
872 $112M
TSLA
Tesla, Inc.

Consumer Cyclical
-25
- 22.52%
$293.94 - $444.72 $7.35K - $11.1K
86 $38.2M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-924
- 7.02%
$40.43 - $44.52 $37.4K - $41.1K
12.2K $539M
VTI
Vanguard Total Stock Market Et

ETFs
-28
- 5.14%
$303.93 - $329.86 $8.51K - $9.24K
517 $170M
JNJ
Johnson & Johnson

Healthcare
-28
- 7.98%
$155.17 - $185.42 $4.34K - $5.19K
323 $59.9M
Ishares Tr
-1.31K
- 1.03%
N/A
126K $3.3B
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 74 Reductions 72 Sold out 2 Options Calls 0 Puts 0
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