Evergreen Private Wealth LLC Sells in Q2 2025

Evergreen Private Wealth LLC

  • $239 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RVNU
Xtrackers Municipal Infrastruc

ETFs
-26.8K
- 30.03%
$23.4 - $24.92 $626K - $667K
62.3K $1.5B
CHKP
Check Point Software Technologies LTD

Technology
-983
- 2.32%
$204.26 - $233.47 $201K - $230K
41.4K $9.17B
T
At&T Inc.

Communication Services
-14.1K
- 8.39%
$26.33 - $28.94 $372K - $409K
154K $4.47B
FISV
Fiserv Inc

Technology
-186
- 19.52%
N/A
767 $132M
ABBV
Abb Vie Inc.

Healthcare
-215
- 17.17%
$170.16 - $206.27 $36.6K - $44.3K
1.04K $193M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.13K
- 13.93%
$33.38 - $40.81 $71.1K - $86.9K
13.2K $536M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.97K
- 94.11%
$25.04 - $25.18 $49.2K - $49.5K
123 $3.1M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-248
- 0.73%
$45.9 - $48.26 $11.4K - $12K
33.8K $1.58B
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-1.9K
- 16.4%
$30.28 - $36.05 $57.5K - $68.5K
9.68K $349M
PAYX
Paychex Inc

Industrials
-233
- 17.65%
$137.01 - $159.78 $31.9K - $37.2K
1.09K $158M
CPRT
Copart Inc

Consumer Cyclical
-479
- 17.43%
$47.72 - $63.84 $22.9K - $30.6K
2.27K $111M
V
Visa Inc.

Financial Services
-124
- 18.56%
$308.27 - $373.31 $38.2K - $46.3K
544 $193M
VO
Vanguard Mid Cap ETF

ETFs
-171
- 36.0%
$228.54 - $279.83 $39.1K - $47.9K
304 $85.1M
OKE
Oneok Inc

Energy
-78
- 4.59%
$78.71 - $100.37 $6.14K - $7.83K
1.62K $132M
AMGN
Amgen Inc

Healthcare
-25
- 3.21%
$262.28 - $309.85 $6.56K - $7.75K
755 $211M
CHD
Church & Dwight CO Inc

Consumer Defensive
-159
- 13.08%
$91.57 - $110.76 $14.6K - $17.6K
1.06K $102M
NEE
Nextera Energy Inc

Utilities
-408
- 18.1%
$64.11 - $75.0 $26.2K - $30.6K
1.85K $128M
VRSN
Verisign Inc

Technology
-201
- 25.77%
$234.49 - $288.8 $47.1K - $58K
579 $167M
CTAS
Cintas Corp

Industrials
-175
- 21.08%
$190.11 - $227.66 $33.3K - $39.8K
655 $146M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-679
- 1.02%
$23.36 - $24.11 $15.9K - $16.4K
65.7K $1.57B
IT
Gartner Inc

Technology
-46
- 13.94%
$377.5 - $449.52 $17.4K - $20.7K
284 $115M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.25K
- 18.5%
$30.87 - $39.17 $38.5K - $48.8K
5.5K $215M
MCO
Moodys Corp

Financial Services
-58
- 22.39%
$396.7 - $501.59 $23K - $29.1K
201 $101M
NUDM
Nuveen Esg International Devel

ETFs
-1.29K
- 18.02%
$28.66 - $35.49 $36.9K - $45.7K
5.87K $208M
MRK
Merck & Co., Inc.

Healthcare
-41
- 2.66%
$73.47 - $87.12 $3.01K - $3.57K
1.5K $119M
IBMP
Ishares Tr Ibonds December 202

ETFs
-845
- 1.85%
$24.98 - $25.35 $21.1K - $21.4K
44.7K $1.13B
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.33K
- 15.45%
$37.77 - $48.45 $50.3K - $64.6K
7.3K $354M
IVE
Ishares S&P 500 Value ETF

ETFs
-159
- 5.25%
$168.34 - $195.42 $26.8K - $31.1K
2.87K $561M
KMI
Kinder Morgan, Inc.

Energy
-2.88K
- 3.56%
$25.21 - $29.4 $72.6K - $84.7K
77.9K $2.29B
INFY
Infosys LTD

Technology
-656
- 12.98%
$16.14 - $18.75 $10.6K - $12.3K
4.4K $81.5M
BR
Broadridge Financial Solutions, Inc.

Technology
-37
- 21.26%
$217.22 - $246.25 $8.04K - $9.11K
137 $33.3M
IBMO
Ishares Tr Ibonds December 202

ETFs
-439
- 0.97%
$25.32 - $25.63 $11.1K - $11.3K
44.6K $1.14B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-273
- 19.84%
$57.41 - $74.81 $15.7K - $20.4K
1.1K $82M
PG
Procter & Gamble CO

Consumer Defensive
-14
- 3.23%
$157.66 - $172.39 $2.21K - $2.41K
419 $66.8M
A
Agilent Technologies, Inc.

Healthcare
-66
- 6.65%
$99.29 - $120.52 $6.55K - $7.95K
926 $109M
PANW
Palo Alto Networks Inc

Technology
-262
- 18.27%
$152.44 - $204.64 $39.9K - $53.6K
1.17K $240M
TT
Trane Technologies PLC

Industrials
-110
- 24.94%
$315.21 - $437.41 $34.7K - $48.1K
331 $145M
HON
Honeywell International Inc

Industrials
-30
- 15.31%
$182.86 - $232.88 $5.49K - $6.99K
166 $38.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-48
- 3.96%
$83.54 - $100.04 $4.01K - $4.8K
1.16K $116M
PPG
Ppg Industries Inc

Basic Materials
-43
- 5.61%
$91.66 - $115.04 $3.94K - $4.95K
723 $82.2M
Fidelity Covington Trust
-2.63K
- 9.08%
N/A
26.3K $905M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-94
- 4.73%
$108.87 - $133.04 $10.2K - $12.5K
1.9K $252M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-338
- 5.58%
$39.89 - $49.46 $13.5K - $16.7K
5.72K $283M
Fidelity Covington Trust
-1.08K
- 5.93%
N/A
17.1K $569M
IVW
Ishares S&P 500 Growth ETF

ETFs
-403
- 5.57%
$82.96 - $110.1 $33.4K - $44.4K
6.83K $752M
JPM
Jpmorgan Chase & CO

Financial Services
-284
- 1.0%
$210.28 - $289.91 $59.7K - $82.3K
28.1K $8.14B
NFLX
Netflix Inc

Communication Services
-745
- 8.49%
$855.86 - $1339.13 $638K - $998K
8.03K $10.8B
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
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