Evergreen Wealth Management, LLC Incresed Positions in Q3 2024

Evergreen Wealth Management, LLC

  • $166 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
40.4K
+ 69.91%
$69.16 - $76.64 $2.79M - $3.09M
98.1K $7.37B
VIG
Vanguard Dividend Appreciation

ETFs
9.41K
+ 20.88%
$182.15 - $182.15 $1.71M - $1.71M
54.5K $10.8B
JNJ
Johnson & Johnson

Healthcare
14.5K
+ 142.13%
$145.48 - $167.38 $2.1M - $2.42M
24.6K $3.99B
DHIL
Diamond Hill Investment Group Inc

Financial Services
10.1K
+ 62.14%
$139.35 - $163.24 $1.41M - $1.65M
26.5K $4.28B
VTI
Vanguard Total Stock Market Et

ETFs
4.57K
+ 18.14%
$255.18 - $283.2 $1.17M - $1.3M
29.8K $8.43B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.5K
+ 30.96%
$74.26 - $78.84 $1.22M - $1.3M
69.7K $5.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.74K
+ 14.36%
$405.19 - $478.57 $704K - $832K
13.8K $6.37B
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.1K
+ 16.14%
$54.98 - $59.51 $942K - $1.02M
123K $7.34B
PYPL
Pay Pal Holdings, Inc.

Financial Services
10.6K
+ 43.44%
$57.22 - $80.08 $606K - $848K
35K $2.73B
LMT
Lockheed Martin Corp

Industrials
1.06K
+ 19.64%
$460.3 - $584.56 $487K - $618K
6.44K $3.76B
AAPL
Apple Inc.

Technology
2.55K
+ 21.57%
$207.23 - $234.82 $528K - $599K
14.4K $3.35B
MDT
Medtronic PLC

Healthcare
7.04K
+ 36.72%
$76.84 - $91.03 $541K - $641K
26.2K $2.36B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.29K
+ 1.93%
$117.9 - $128.2 $152K - $165K
67.7K $8.69B
CSCO
Cisco Systems, Inc.

Technology
11.8K
+ 40.33%
$44.74 - $53.22 $530K - $631K
41.2K $2.19B
ELV
Elevance Health, Inc.

Healthcare
1.42K
+ 36.04%
$500.12 - $562.29 $709K - $797K
5.35K $2.78B
VBR
Vanguard Small Cap Value ETF

ETFs
933
+ 4.84%
$179.99 - $201.6 $168K - $188K
20.2K $4.06B
MKL
Markel Corp

Financial Services
340
+ 10.68%
$1494.55 - $1645.69 $508K - $560K
3.52K $5.53B
UNH
Unitedhealth Group Inc

Healthcare
577
+ 28.4%
$488.01 - $604.18 $282K - $349K
2.61K $1.53B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
29.6K
+ 11.3%
$14.16 - $14.47 $418K - $428K
291K $4.19B
VEU
Vanguard Ftse All World Ex Us

ETFs
4.77K
+ 23.21%
$56.47 - $63.69 $269K - $303K
25.3K $1.59B
V
Visa Inc.

Financial Services
726
+ 7.4%
$253.74 - $291.56 $184K - $212K
10.5K $2.9B
NVR
Nvr Inc

Consumer Cyclical
12
+ 12.77%
$7421.51 - $9811.8 $89.1K - $118K
106 $1.04B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
616
+ 42.54%
$320.55 - $412.94 $197K - $254K
2.06K $803M
BKNG
Booking Holdings Inc.

Consumer Cyclical
33
+ 12.31%
$3305.62 - $4268.05 $109K - $141K
301 $1.27B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
539
+ 5.49%
$112.99 - $126.45 $60.9K - $68.2K
10.4K $1.31B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.19K
+ 5.85%
$41.9 - $48.26 $49.9K - $57.4K
21.5K $1.03B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
522
+ 5.35%
$58.03 - $65.37 $30.3K - $34.1K
10.3K $666M
AMGN
Amgen Inc

Healthcare
9
+ 0.18%
$309.38 - $337.38 $2.78K - $3.04K
4.9K $1.58B
AMZN
Amazon Com Inc

Consumer Cyclical
1.03K
+ 3.03%
$161.02 - $200.0 $166K - $207K
35.1K $6.55B
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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