Evergreen Wealth Management, LLC Reduced Holdings in Q2 2025

Evergreen Wealth Management, LLC

  • $178 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.46K
- 10.05%
$483.48 - $539.8 $704K - $786K
13K $6.33B
AAPL
Apple Inc.

Technology
-3.84K
- 40.37%
$172.42 - $223.89 $662K - $860K
5.67K $1.16B
AMGN
Amgen Inc

Healthcare
-1.85K
- 21.88%
$262.28 - $309.85 $486K - $574K
6.61K $1.85B
DHIL
Diamond Hill Investment Group Inc

Financial Services
-3.99K
- 27.32%
$125.49 - $145.8 $501K - $582K
10.6K $1.54B
JNJ
Johnson & Johnson

Healthcare
-672
- 3.01%
$146.36 - $159.82 $98.4K - $107K
21.7K $3.31B
CSCO
Cisco Systems, Inc.

Technology
-7.62K
- 18.01%
$53.19 - $69.38 $405K - $528K
34.7K $2.41B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-112
- 0.24%
$24.32 - $27.87 $2.72K - $3.12K
47.1K $1.25B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.1K
- 2.22%
$77.74 - $78.78 $85.6K - $86.7K
48.5K $3.82B
VTV
Vanguard Value ETF

ETFs
-293
- 2.4%
$153.67 - $176.74 $45K - $51.8K
11.9K $2.1B
VOE
Vanguard Mid Cap Value Index F

ETFs
-193
- 2.4%
$141.87 - $164.49 $27.4K - $31.7K
7.83K $1.29B
VBR
Vanguard Small Cap Value ETF

ETFs
-162
- 2.22%
$162.76 - $195.77 $26.4K - $31.7K
7.13K $1.39B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-160
- 1.6%
$39.89 - $49.46 $6.38K - $7.91K
9.86K $488M
VBK
Vanguard Small Cap Growth ETF

ETFs
-92
- 2.39%
$219.76 - $276.94 $20.2K - $25.5K
3.75K $1.04B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-81
- 1.68%
$104.23 - $134.39 $8.44K - $10.9K
4.73K $636M
VTI
Vanguard Total Stock Market Et

ETFs
-3.63K
- 8.8%
$243.75 - $303.93 $884K - $1.1M
37.6K $11.4B
MKL
Markel Corp

Financial Services
-180
- 5.04%
$1678.5 - $1997.36 $302K - $360K
3.39K $6.77B
VOT
Vanguard Mid Cap Growth Index

ETFs
-114
- 2.38%
$216.28 - $284.39 $24.7K - $32.4K
4.68K $1.33B
VEU
Vanguard Ftse All World Ex Us

ETFs
-794
- 1.79%
$54.19 - $67.22 $43K - $53.4K
43.6K $2.91B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-16
- 5.67%
$4164.15 - $5789.24 $66.6K - $92.6K
266 $1.54B
VUG
Vanguard Growth ETF

ETFs
-132
- 2.37%
$329.49 - $438.4 $43.5K - $57.9K
5.44K $2.39B
VIG
Vanguard Dividend Appreciation

ETFs
-780
- 1.26%
N/A
61.2K $12.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.26K
- 4.51%
$141.37 - $228.57 $179K - $289K
26.7K $6.05B
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
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