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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$933M
$2.61 Million 0.0% of portfolio
87
Q2 2025 New
$627M
$285,000 0.0% of portfolio
65
Q1 2025 New
$648M
$2.36 Million 0.0% of portfolio
45
Q2 2025 New
$1.92B
$3.81 Million 0.0% of portfolio
163
Q2 2025 New
$1.45B
$5.62 Million 0.0% of portfolio
100
Q2 2025 New
$909M
$5.77 Million 0.0% of portfolio
147
Q3 2024 Added 5.0%

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