Evergreen Private Wealth LLC Portfolio Holdings

Evergreen Private Wealth LLC

  • $203 Billion
  • Q2 2024

Evergreen Private Wealth LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $203 Billion distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Applied Materials Inc with a value of $8.77B, Check Point Software Technologies LTD with a value of $6.96B, Microsoft Corp with a value of $6.65B, Berkshire Hathaway Inc Class B with a value of $6.47B, and Alphabet Inc. with a value of $6.36B.

Examining the 13F form we can see an increase of $3.36B in the current position value, from $200B to 203B.

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 $203 Billion
ETFs: $60.4 Billion
Technology: $47.7 Billion
Consumer Cyclical: $18.1 Billion
Financial Services: $17.2 Billion
Healthcare: $17 Billion
Communication Services: $15.7 Billion
Industrials: $9.16 Billion
Energy: $6.22 Billion
Other: $7.28 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $203 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 15 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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