Evergreen Wealth Management, LLC Incresed Positions in Q2 2025

Evergreen Wealth Management, LLC

  • $178 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
33.3K
+ 149.25%
$81.72 - $124.01 $2.72M - $4.13M
55.6K $6.9B
AMZN
Amazon Com Inc

Consumer Cyclical
7.6K
+ 24.74%
$167.32 - $223.3 $1.27M - $1.7M
38.3K $8.41B
GOOGL
Alphabet Inc.

Communication Services
8.14K
+ 27.87%
$144.7 - $178.6 $1.18M - $1.45M
37.3K $6.58B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4.78K
+ 84.61%
$483.07 - $625.6 $2.31M - $2.99M
10.4K $5.48B
META
Meta Platforms, Inc.

Communication Services
74
+ 0.82%
$484.66 - $738.09 $35.9K - $54.6K
9.12K $6.73B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
22.7K
+ 21.47%
$66.5 - $71.25 $1.51M - $1.62M
129K $8.95B
MSFT
Microsoft Corp

Technology
50
+ 0.59%
$354.56 - $497.45 $17.7K - $24.9K
8.55K $4.25B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
12.4K
+ 16.45%
$75.05 - $77.34 $928K - $956K
87.6K $6.77B
NVDA
Nvidia Corp

Technology
3.17K
+ 31.47%
$94.31 - $157.99 $299K - $501K
13.2K $2.09B
GOOG
Alphabet Inc.

Communication Services
2.77K
+ 36.34%
$146.58 - $180.01 $405K - $498K
10.4K $1.84B
TTD
Trade Desk, Inc.

Technology
2.11K
+ 12.21%
$45.27 - $79.4 $95.3K - $167K
19.4K $1.39B
JPM
Jpmorgan Chase & CO

Financial Services
66
+ 0.79%
$210.28 - $289.91 $13.9K - $19.1K
8.37K $2.43B
PYPL
Pay Pal Holdings, Inc.

Financial Services
447
+ 1.29%
$57.41 - $74.81 $25.7K - $33.4K
35.1K $2.61B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
32
+ 1.47%
$328.01 - $475.68 $10.5K - $15.2K
2.21K $1.04B
FIS
Fidelity National Information Services, Inc.

Technology
58
+ 0.3%
$68.14 - $82.13 $3.95K - $4.76K
19.2K $1.56B
LMT
Lockheed Martin Corp

Industrials
60
+ 0.95%
$430.82 - $486.45 $25.8K - $29.2K
6.36K $2.94B
QCOM
Qualcomm Inc

Technology
81
+ 0.66%
$124.66 - $159.48 $10.1K - $12.9K
12.3K $1.97B
V
Visa Inc.

Financial Services
69
+ 0.66%
$308.27 - $373.31 $21.3K - $25.8K
10.5K $3.71B
ELV
Elevance Health, Inc.

Healthcare
1.53K
+ 13.43%
$372.27 - $452.69 $571K - $694K
12.9K $5.04B
NVR
Nvr Inc

Consumer Cyclical
2
+ 1.87%
$6700.0 - $7410.93 $13.4K - $14.8K
109 $801M
MDT
Medtronic PLC

Healthcare
306
+ 1.14%
$80.68 - $88.86 $24.7K - $27.2K
27.2K $2.37B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
9.14K
+ 2.87%
$12.71 - $14.52 $116K - $133K
327K $4.55B
KKS.F
Joint Stock Company Kaspi.Kz

Technology
1.18K
+ 3.23%
N/A
37.7K $3.2B
CVX
Chevron Corp

Energy
66
+ 0.52%
$133.73 - $168.51 $8.83K - $11.1K
12.8K $1.83B
UNH
Unitedhealth Group Inc

Healthcare
15
+ 0.47%
$274.35 - $599.47 $4.12K - $8.99K
3.19K $994M
Activity Summary
Buys All Purchases 27 New Holdings 1 Increased Positions 26 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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