Evergreen Private Wealth LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $216 Billion distributed in 212 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Check Point Software Technologies LTD with a value of $8.15B, Applied Materials Inc with a value of $7.62B, Berkshire Hathaway Inc Class B with a value of $7.41B, Spdr Index Shs Fds Msci Eafe S with a value of $6.76B, and Netflix Inc with a value of $6.54B.
Examining the 13F form we can see an increase of $12.7B in the current position value, from $203B to 216B.
Also it can be appreciated an additional of 5 stocks purchases and 1 closed positions.
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
$216 Billion
ETFs: $64.5 Billion
Technology: $48.7 Billion
Healthcare: $19.6 Billion
Financial Services: $19.1 Billion
Consumer Cyclical: $18.7 Billion
Communication Services: $16.2 Billion
Industrials: $10.1 Billion
Energy: $6.23 Billion
Other: $8.18 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
