Evergreen Private Wealth LLC Reduced Holdings in Q4 2024

Evergreen Private Wealth LLC

  • $213 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
-149
- 0.52%
$162.24 - $194.42 $24.2K - $29K
28.5K $4.65B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-94
- 0.16%
$59.25 - $72.99 $5.57K - $6.86K
59.2K $3.54B
PLD
Prologis, Inc.

Real Estate
-73
- 0.3%
$101.4 - $126.96 $7.4K - $9.27K
24K $2.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-33
- 0.21%
$442.29 - $483.08 $14.6K - $15.9K
16.1K $7.28B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3.11K
- 14.61%
$22.65 - $23.8 $70.4K - $74K
18.2K $413M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-236
- 0.29%
$25.17 - $26.23 $5.94K - $6.19K
81K $2.05B
VBR
Vanguard Small Cap Value ETF

ETFs
-42
- 0.26%
$197.36 - $217.3 $8.29K - $9.13K
16K $3.17B
FSMD
Fidelity Covington Tr Small Mi

ETFs
-390
- 0.33%
$40.75 - $44.85 $15.9K - $17.5K
117K $4.8B
BALL
Ball Corp

Consumer Cyclical
-413
- 28.4%
$54.84 - $67.94 $22.6K - $28.1K
1.04K $57.4M
INFY
Infosys LTD

Technology
-1.59K
- 22.24%
$20.71 - $23.42 $33K - $37.3K
5.57K $122M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.08K
- 14.14%
$24.61 - $25.12 $26.5K - $27K
6.54K $161M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-7
- 0.1%
$33.39 - $37.66 $234 - $264
6.75K $225M
CTAS
Cintas Corp

Industrials
-1
- 0.12%
$182.7 - $226.47 $183 - $226
830 $152M
GOOG
Alphabet Inc.

Communication Services
-76
- 36.02%
$163.08 - $198.16 $12.4K - $15.1K
135 $25.7M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-75
- 50.0%
$173.13 - $258.09 $13K - $19.4K
75 $17.3M
EOG
Eog Resources Inc

Energy
-7
- 0.03%
$118.22 - $136.54 $828 - $956
24.2K $2.97B
IXUS
Ishares Tr

ETFs
-36
- 11.88%
$65.95 - $72.56 $2.37K - $2.61K
267 $17.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-34
- 4.56%
$121.89 - $135.52 $4.14K - $4.61K
712 $89M
PHYS
Sprott Physical Gold Trust

Financial Services
-4
- 0.05%
$19.66 - $21.66 $78.6 - $86.6
7.3K $147M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-47
- 5.88%
$26.55 - $26.67 $1.25K - $1.25K
752 $20M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-9
- 90.0%
$61.21 - $76.19 $551 - $686
1 $75K
PAYX
Paychex Inc

Industrials
-1
- 0.08%
$135.86 - $148.73 $136 - $149
1.32K $185M
FISV
Fiserv Inc

Technology
-1
- 0.1%
N/A
956 $196M
T
At&T Inc.

Communication Services
-2.11K
- 1.24%
$21.22 - $23.88 $44.8K - $50.4K
169K $3.84B
AAPL
Apple Inc.

Technology
-262
- 1.02%
$221.69 - $259.02 $58.1K - $67.9K
25.5K $6.4B
KMI
Kinder Morgan, Inc.

Energy
-1.69K
- 2.02%
$22.59 - $28.54 $38.2K - $48.3K
81.9K $2.24B
HBAN
Huntington Bancshares Inc

Financial Services
-2.86K
- 0.86%
$14.18 - $18.2 $40.5K - $52K
330K $5.36B
JPM
Jpmorgan Chase & CO

Financial Services
-222
- 0.77%
$205.18 - $250.29 $45.5K - $55.6K
28.5K $6.83B
GOOGL
Alphabet Inc.

Communication Services
-217
- 0.61%
$161.86 - $196.66 $35.1K - $42.7K
35.2K $6.66B
AMZN
Amazon Com Inc

Consumer Cyclical
-173
- 0.56%
$180.88 - $232.93 $31.3K - $40.3K
30.6K $6.72B
NFLX
Netflix Inc

Communication Services
-259
- 2.81%
$687.65 - $936.56 $178K - $243K
8.96K $7.98B
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
Track This Portfolio

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email