Evergreen Wealth Management, LLC Portfolio Holdings

Evergreen Wealth Management, LLC

  • $148 Billion
  • Q1 2024

Evergreen Wealth Management, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $8.23B, Vanguard Whitehall Fds (Vangua with a value of $8.04B, Vanguard Bd Index Fd Inc Short with a value of $6.83B, Vanguard Total Stock Market Et with a value of $6.55B, and Amazon Com Inc with a value of $6.15B.

Examining the 13F form we can see an increase of $11.8B in the current position value, from $136B to 148B.

Evergreen Wealth Management, LLC is based out at Williamston, MI

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

Portfolio value $148 Billion
ETFs: $64.2 Billion
Financial Services: $26.1 Billion
Technology: $18.4 Billion
Communication Services: $11.6 Billion
Consumer Cyclical: $9.47 Billion
Healthcare: $7.72 Billion
Industrials: $5.09 Billion
Energy: $4.71 Billion
Other: $361 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.23 Billion 5.57% of portfolio
45,089
Q4 2023 Added 0.92%
$0
$8.04 Billion 5.44% of portfolio
66,461
Q4 2023 Added 1.1%
$0
$6.83 Billion 4.63% of portfolio
89,134
Q4 2023 Reduced 37.78%
$0
$6.55 Billion 4.43% of portfolio
25,202
Q4 2023 Added 5.84%
$2.04T
$6.15 Billion 4.16% of portfolio
34,106
Q4 2023 Added 1.58%
$0
$6.14 Billion 4.16% of portfolio
106,142
Q4 2023 Added 1.96%
$1.15T
$5.93 Billion 4.01% of portfolio
12,204
Q4 2023 Reduced 10.37%
$530B
$5.09 Billion 3.44% of portfolio
12,102
Q4 2023 Added 2.99%
$21.4B
$4.84 Billion 3.28% of portfolio
3,183
Q4 2023 Added 1.76%
$1.11T
$4.44 Billion 3.01% of portfolio
29,435
Q4 2023 Added 2.32%
$671B
$4.19 Billion 2.84% of portfolio
3,162
Q4 2023 Added 2.03%
$0
$4.18 Billion 2.83% of portfolio
57,742
Q4 2023 Added 85.68%
$0
$4.02 Billion 2.72% of portfolio
53,253
Q4 2023 Added 160.16%
$0
$3.89 Billion 2.63% of portfolio
261,606
Q4 2023 Added 2.69%
$3.42T
$3.75 Billion 2.54% of portfolio
8,916
Q4 2023 Added 1.46%
$0
$3.7 Billion 2.51% of portfolio
19,288
Q4 2023 Added 2.34%
$439B
$2.74 Billion 1.85% of portfolio
9,815
Q4 2023 Added 2.46%
$911B
$2.67 Billion 1.81% of portfolio
19,623
Q4 2023 Added 2.4%
$19.8B
$2.64 Billion 1.78% of portfolio
21,687
Q4 2023 Added 1.78%
$225B
$2.58 Billion 1.75% of portfolio
15,230
Q4 2023 Added 2.32%
$437M
$2.52 Billion 1.7% of portfolio
16,316
Q4 2023 Added 2.01%
$0
$2.49 Billion 1.69% of portfolio
15,296
Q4 2023 Added 0.35%
$122B
$2.45 Billion 1.66% of portfolio
5,383
Q4 2023 Added 2.59%
$613B
$2.3 Billion 1.56% of portfolio
11,488
Q4 2023 Added 2.45%
$0
$2.24 Billion 1.52% of portfolio
6,509
Q4 2023 Added 0.02%
$328B
$2.06 Billion 1.4% of portfolio
54,421
Q4 2023 Added 2.52%
$129B
$2.04 Billion 1.38% of portfolio
3,935
Q4 2023 Added 2.66%
$3.54T
$2.03 Billion 1.37% of portfolio
11,817
Q4 2023 Added 6.1%
$45.7B
$1.74 Billion 1.18% of portfolio
23,506
Q4 2023 Added 1.74%
$103B
$1.67 Billion 1.13% of portfolio
19,165
Q4 2023 Added 2.73%
$68.2B
$1.63 Billion 1.11% of portfolio
24,374
Q4 2023 Added 30.76%
$382B
$1.61 Billion 1.09% of portfolio
10,167
Q4 2023 Reduced 2.45%
$60.9B
$1.58 Billion 1.07% of portfolio
9,279
Q4 2023 Added 2.43%
$0
$1.57 Billion 1.06% of portfolio
10,074
Q4 2023 Reduced 14.5%
$194B
$1.47 Billion 0.99% of portfolio
29,380
Q4 2023 Added 1.76%
$0
$1.45 Billion 0.98% of portfolio
17,965
Q4 2023 Reduced 1.88%
$476B
$1.45 Billion 0.98% of portfolio
12,495
Q4 2023 Added 1.68%
$166B
$1.39 Billion 0.94% of portfolio
4,892
Q4 2023 Added 1.75%
$0
$1.29 Billion 0.88% of portfolio
5,482
Q4 2023 Reduced 13.01%
$1.14T
$1.28 Billion 0.87% of portfolio
8,412
Q4 2023 Added 3.71%
$0
$1.2 Billion 0.81% of portfolio
20,527
Q4 2023 Added 4.55%
$0
$1.15 Billion 0.78% of portfolio
9,823
Q4 2023 Added 4.5%
$366B
$1.07 Billion 0.72% of portfolio
2
Q4 2022 New
$466B
$1 Billion 0.68% of portfolio
2,032
Q4 2023 Added 1.75%
$155B
$972 Million 0.66% of portfolio
268
Q4 2023 Added 3.47%
$58.1B
$860 Million 0.58% of portfolio
13,239
Q4 2023 Added 2.1%
$0
$849 Million 0.57% of portfolio
20,336
Q4 2023 Added 4.58%
$65.1B
$830 Million 0.56% of portfolio
735
Q2 2023 Reduced 7.43%
$72.5B
$815 Million 0.55% of portfolio
22,513
Q4 2023 Added 1.9%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $148 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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