Evergreen Wealth Management, LLC Incresed Positions in Q4 2024

Evergreen Wealth Management, LLC

  • $169 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.98K
+ 20.09%
$280.04 - $302.45 $1.67M - $1.81M
35.8K $10.4B
AMZN
Amazon Com Inc

Consumer Cyclical
729
+ 2.07%
$180.88 - $232.93 $132K - $170K
35.9K $7.87B
GOOGL
Alphabet Inc.

Communication Services
2.04K
+ 7.17%
$161.86 - $196.66 $330K - $401K
30.5K $5.76B
ELV
Elevance Health, Inc.

Healthcare
4.39K
+ 81.97%
$365.96 - $514.62 $1.61M - $2.26M
9.74K $3.59B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
525
+ 1.99%
$172.07 - $207.36 $90.3K - $109K
26.9K $5.31B
MKL
Markel Corp

Financial Services
81
+ 2.3%
$1542.01 - $1785.11 $125K - $145K
3.6K $6.22B
V
Visa Inc.

Financial Services
222
+ 2.11%
$273.87 - $320.91 $60.8K - $71.2K
10.8K $3.4B
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.4K
+ 4.02%
$77.25 - $91.3 $108K - $128K
36.4K $3.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
997
+ 7.2%
$442.29 - $483.08 $441K - $482K
14.8K $6.73B
JPM
Jpmorgan Chase & CO

Financial Services
198
+ 1.95%
$205.18 - $250.29 $40.6K - $49.6K
10.4K $2.49B
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 3.99%
$4100.99 - $5300.34 $49.2K - $63.6K
313 $1.55B
CSCO
Cisco Systems, Inc.

Technology
46
+ 0.11%
$52.45 - $60.02 $2.41K - $2.76K
41.3K $2.44B
VBK
Vanguard Small Cap Growth ETF

ETFs
348
+ 3.29%
$264.18 - $304.19 $91.9K - $106K
10.9K $3.06B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
106
+ 5.14%
$338.38 - $446.21 $35.9K - $47.3K
2.17K $944M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
8.82K
+ 3.03%
$14.28 - $14.81 $126K - $131K
300K $4.31B
TTD
Trade Desk, Inc.

Technology
438
+ 5.71%
$108.7 - $139.51 $47.6K - $61.1K
8.12K $954M
VBR
Vanguard Small Cap Value ETF

ETFs
708
+ 3.5%
$197.36 - $217.3 $140K - $154K
20.9K $4.15B
VOT
Vanguard Mid Cap Growth Index

ETFs
6
+ 0.12%
$241.48 - $274.89 $1.45K - $1.65K
4.91K $1.25B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.29K
+ 13.01%
$57.29 - $63.1 $189K - $208K
28.6K $1.64B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.19K
+ 2.58%
$77.02 - $78.58 $91.7K - $93.6K
47.4K $3.66B
MSFT
Microsoft Corp

Technology
154
+ 1.86%
$406.35 - $454.46 $62.6K - $70K
8.44K $3.56B
CVX
Chevron Corp

Energy
24
+ 0.21%
$141.15 - $162.53 $3.39K - $3.9K
11.3K $1.64B
VOE
Vanguard Mid Cap Value Index F

ETFs
32
+ 0.4%
$160.89 - $176.18 $5.15K - $5.64K
8.11K $1.31B
FIS
Fidelity National Information Services, Inc.

Technology
18
+ 0.1%
$80.14 - $90.95 $1.44K - $1.64K
18.7K $1.51B
VTV
Vanguard Value ETF

ETFs
53
+ 0.43%
$168.32 - $181.87 $8.92K - $9.64K
12.3K $2.08B
DHIL
Diamond Hill Investment Group Inc

Financial Services
725
+ 2.74%
$150.15 - $171.89 $109K - $125K
27.2K $4.22B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.94K
+ 2.79%
$74.5 - $78.37 $145K - $152K
71.7K $5.36B
SBUX
Starbucks Corp

Consumer Cyclical
20
+ 0.11%
$87.44 - $102.5 $1.75K - $2.05K
18.3K $1.67B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.8K
+ 180.64%
$26.93 - $84.95 $830K - $2.62M
47.9K $1.31B
NVR
Nvr Inc

Consumer Cyclical
4
+ 3.77%
$8101.21 - $9940.51 $32.4K - $39.8K
110 $899M
QCOM
Qualcomm Inc

Technology
191
+ 1.61%
$150.4 - $178.04 $28.7K - $34K
12.1K $1.86B
MDT
Medtronic PLC

Healthcare
663
+ 2.53%
$79.61 - $92.24 $52.8K - $61.2K
26.9K $2.15B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.8K
+ 2.85%
$68.25 - $75.42 $191K - $211K
101K $6.9B
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evergreen Wealth Management, LLC Portfolio

Follow Evergreen Wealth Management, 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 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email