Evergreen Private Wealth LLC Portfolio Holdings

Evergreen Private Wealth LLC

  • $239 Billion
  • Q2 2025

Evergreen Private Wealth LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $239 Billion distributed in 289 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $10.8B, Check Point Software Technologies LTD with a value of $9.17B, Spdr Index Shs Fds Msci Eafe S with a value of $8.87B, Applied Materials Inc with a value of $8.51B, and Microsoft Corp with a value of $8.18B.

Examining the 13F form we can see an increase of $24.7B in the current position value, from $214B to 239B.

Evergreen Private Wealth LLC is based out at Greenwood Village, CO

Below you can find more details about Evergreen Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $239 Billion
ETFs: $73.7 Billion
Technology: $47.3 Billion
Financial Services: $22.6 Billion
Communication Services: $21.9 Billion
Consumer Cyclical: $17.5 Billion
Healthcare: $16.3 Billion
Industrials: $9.86 Billion
Consumer Defensive: $7.92 Billion
Other: $10.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.87 Billion 3.71% of portfolio
103,890
Q2 2025 Added 5.62%
$0
$7.9 Billion 3.31% of portfolio
77,712
Q2 2025 Added 10.39%
$0
$6.19 Billion 2.59% of portfolio
179,509
Q2 2025 Added 2.9%
$0
$5.1 Billion 2.14% of portfolio
122,952
Q2 2025 Added 4.29%
$0
$4.9 Billion 2.06% of portfolio
99,068
Q2 2025 Added 6.64%
$0
$3.37 Billion 1.41% of portfolio
17,281
Q2 2025 Added 6.32%
$0
$3.33 Billion 1.4% of portfolio
131,021
Q2 2025 Added 5.67%
$0
$3.32 Billion 1.39% of portfolio
136,680
Q2 2025 Added 5.62%
$0
$3.3 Billion 1.38% of portfolio
136,289
Q2 2025 Added 6.21%
$0
$3.3 Billion 1.38% of portfolio
130,682
Q2 2025 Added 7.13%
$0
$2.88 Billion 1.21% of portfolio
90,942
Q2 2025 New
$0
$2.82 Billion 1.18% of portfolio
166,991
Q2 2025 Added 28.59%
$0
$2.45 Billion 1.03% of portfolio
50,245
Q2 2025 Added 6.91%
$0
$1.68 Billion 0.71% of portfolio
66,402
Q2 2025 Added 6.13%
$0
$1.57 Billion 0.66% of portfolio
65,745
Q2 2025 Reduced 1.02%
$0
$1.58 Billion 0.66% of portfolio
33,756
Q2 2025 Reduced 0.73%
$0
$1.14 Billion 0.48% of portfolio
44,590
Q2 2025 Reduced 0.97%
$0
$1.13 Billion 0.47% of portfolio
44,722
Q2 2025 Reduced 1.85%
$0
$1.11 Billion 0.47% of portfolio
43,810
Q2 2025 Added 1.33%
$0
$752 Million 0.31% of portfolio
6,826
Q2 2025 Reduced 5.57%
$0
$561 Million 0.24% of portfolio
2,872
Q2 2025 Reduced 5.25%
$0
$536 Million 0.22% of portfolio
13,154
Q2 2025 Reduced 13.93%
$0
$475 Million 0.2% of portfolio
20,460
Q2 2025 Added 12.66%
$0
$349 Million 0.15% of portfolio
9,677
Q2 2025 Reduced 16.4%
$0
$354 Million 0.15% of portfolio
7,297
Q2 2025 Reduced 15.45%
$0
$283 Million 0.12% of portfolio
5,719
Q2 2025 Reduced 5.58%
$0
$252 Million 0.11% of portfolio
1,895
Q2 2025 Reduced 4.73%
$0
$208 Million 0.09% of portfolio
5,865
Q2 2025 Reduced 18.02%
$0
$215 Million 0.09% of portfolio
5,495
Q2 2025 Reduced 18.5%
$0
$187 Million 0.08% of portfolio
301
Q4 2023 New
$0
$189 Million 0.08% of portfolio
1,996
Q2 2025 Added 1.22%
$0
$156 Million 0.07% of portfolio
3,547
Q2 2024 Reduced 60.94%
$0
$166 Million 0.07% of portfolio
545
Q2 2025 Reduced 28.66%
$0
$157 Million 0.07% of portfolio
1,355
Q1 2025 Reduced 0.22%
$0
$177 Million 0.07% of portfolio
7,026
Q2 2025 Added 7.93%
$0
$133 Million 0.06% of portfolio
313
Q1 2024 Reduced 14.48%
$0
$154 Million 0.06% of portfolio
1,422
Q1 2025 Reduced 2.67%
$0
$116 Million 0.05% of portfolio
1,164
Q2 2025 Reduced 3.96%
$0
$85.1 Million 0.04% of portfolio
304
Q2 2025 Reduced 36.0%
$0
$87.9 Million 0.04% of portfolio
966
Q1 2025 Reduced 17.51%
$0
$62.1 Million 0.03% of portfolio
2,661
Q4 2023 New
$0
$78 Million 0.03% of portfolio
631
Q1 2025 Reduced 11.38%
$0
$74.6 Million 0.03% of portfolio
188
Q4 2023 New
$0
$56.7 Million 0.02% of portfolio
420
Q4 2023 New
$0
$42 Million 0.02% of portfolio
68
Q4 2023 New
$0
$47.8 Million 0.02% of portfolio
457
Q2 2025 Added 17.18%
$0
$37.8 Million 0.02% of portfolio
207
Q4 2023 New
$0
$12.8 Million 0.01% of portfolio
95
Q1 2025 Reduced 90.08%
$0
$20.1 Million 0.01% of portfolio
752
Q4 2024 Reduced 5.88%

Summary

  • Portfolio
  • No. of Stocks 289
  • Current Value $239 Billion
  • Prior Value $214 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 106 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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