Evergreen Private Wealth LLC Sells in Q1 2025

Evergreen Private Wealth LLC

  • $214 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Arista Networks Inc
-177
- 0.29%
N/A
60.8K $4.71B
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-43
- 0.26%
$218.17 - $305.86 $9.38K - $13.2K
16.6K $3.66B
PH
Parker Hannifin Corp

Industrials
-5
- 0.09%
$591.65 - $707.05 $2.96K - $3.54K
5.33K $3.24B
XLV
Select Sector Spdr Fund Health

ETFs
-863
- 90.08%
$137.61 - $149.68 $119K - $129K
95 $13.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-350
- 4.62%
$92.45 - $106.69 $32.4K - $37.3K
7.23K $671M
CRM
Salesforce, Inc.

Technology
-75
- 16.34%
$268.36 - $359.95 $20.1K - $27K
384 $103M
Fidelity Covington Trust
-62
- 0.21%
N/A
28.9K $906M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-24
- 0.28%
$41.78 - $50.35 $1K - $1.21K
8.63K $370M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-82
- 3.96%
$121.0 - $142.28 $9.92K - $11.7K
1.99K $248M
INFY
Infosys LTD

Technology
-516
- 9.27%
$18.06 - $22.89 $9.32K - $11.8K
5.05K $92.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-74
- 5.75%
$96.3 - $112.23 $7.13K - $8.31K
1.21K $118M
IVE
Ishares S&P 500 Value ETF

ETFs
-103
- 3.29%
$185.78 - $198.58 $19.1K - $20.5K
3.03K $578M
PANW
Palo Alto Networks Inc

Technology
-2
- 0.14%
$167.82 - $208.28 $336 - $417
1.43K $245M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-39
- 2.67%
$95.35 - $107.82 $3.72K - $4.2K
1.42K $136M
VEA
Vanguard Ftse Developed Market

ETFs
-308
- 50.49%
$47.4 - $52.99 $14.6K - $16.3K
302 $15.4M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-81
- 11.38%
$117.4 - $131.02 $9.51K - $10.6K
631 $75.6M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3
- 0.22%
$101.98 - $115.66 $306 - $347
1.36K $139M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-40
- 53.33%
$203.38 - $274.79 $8.14K - $11K
35 $7.19M
PPG
Ppg Industries Inc

Basic Materials
-3
- 0.39%
$107.44 - $124.29 $322 - $373
766 $83.7M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-7
- 0.06%
$33.28 - $36.41 $233 - $255
11.6K $396M
XLK
Technology Sector Spdr

ETFs
-26
- 86.67%
$206.38 - $242.18 $5.37K - $6.3K
4 $826K
OKE
Oneok Inc

Energy
-8
- 0.47%
$89.57 - $109.85 $717 - $879
1.7K $169M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-144
- 2.32%
$42.5 - $46.71 $6.12K - $6.73K
6.06K $274M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-26
- 0.4%
$24.6 - $24.99 $640 - $650
6.51K $163M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-6
- 0.03%
$22.42 - $23.22 $135 - $139
18.2K $419M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-8
- 0.12%
$32.74 - $36.2 $262 - $290
6.74K $236M
NUDM
Nuveen Esg International Devel

ETFs
-9
- 0.13%
$29.75 - $33.12 $268 - $298
7.15K $228M
FISV
Fiserv Inc

Technology
-3
- 0.31%
N/A
953 $210M
PAYX
Paychex Inc

Industrials
-1
- 0.08%
$136.06 - $154.52 $136 - $155
1.32K $204M
VRSN
Verisign Inc

Technology
-3
- 0.38%
$205.1 - $254.74 $615 - $764
780 $198M
KMI
Kinder Morgan, Inc.

Energy
-1.1K
- 1.35%
$26.1 - $31.22 $28.8K - $34.5K
80.8K $2.31B
JPM
Jpmorgan Chase & CO

Financial Services
-116
- 0.41%
$225.19 - $279.95 $26.1K - $32.5K
28.4K $6.96B
NFLX
Netflix Inc

Communication Services
-182
- 2.03%
$828.4 - $1058.6 $151K - $193K
8.77K $8.18B
CHKP
Check Point Software Technologies LTD

Technology
-19
- 0.04%
$179.88 - $231.31 $3.42K - $4.39K
42.4K $9.67B
Activity Summary
Buys All Purchases 67 New Holdings 9 Increased Positions 58 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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