Evergreen Private Wealth LLC Top Holdings and 13F Report (2025) About Evergreen Private Wealth LLCInvestment ActivityEvergreen Private Wealth LLC has $213.44 million in total holdings as of December 31, 2024.Evergreen Private Wealth LLC owns shares of 198 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 6.71% of the portfolio was purchased this quarter.About 5.83% of the portfolio was sold this quarter.This quarter, Evergreen Private Wealth LLC has purchased 212 new stocks and bought additional shares in 60 stocks.Evergreen Private Wealth LLC sold shares of 32 stocks and completely divested from 21 stocks this quarter.Largest Holdings Netflix $7,981,544Check Point Software Technologies $7,924,668Berkshire Hathaway $7,279,205iShares 10-20 Year Treasury Bond ETF $6,863,399JPMorgan Chase & Co. $6,826,831 Largest New Holdings this Quarter ARISTA NETWORKS INC $6,739,125 HoldingConsumer Discretionary Select Sector SPDR Fund $136,405 HoldingVanguard Tax-Exempt Bond ETF $122,117 HoldingProShares Pet Care ETF $61,953 HoldingPacer Industrial Real Estate ETF $32,476 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 60,971 shares (about $6.74M)iShares 10-20 Year Treasury Bond ETF 27,871 shares (about $2.77M)Fortinet 17,072 shares (about $1.61M)VanEck Long Muni ETF 22,479 shares (about $401.92K)NYLI MacKay Shields Municipal Intermediate ETF 8,120 shares (about $194.96K) Largest Sales this Quarter Netflix 259 shares (about $230.85K)iShares ESG Aware USD Corporate Bond ETF 3,108 shares (about $70.61K)Apple 262 shares (about $65.61K)JPMorgan Chase & Co. 222 shares (about $53.21K)AT&T 2,109 shares (about $48.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Private Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNFLXNetflix$7,981,544$230,845 ▼-2.8%8,9553.7%Consumer DiscretionaryCHKPCheck Point Software Technologies$7,924,668$33,606 ▲0.4%42,4463.7%Computer and TechnologyBRK.BBerkshire Hathaway$7,279,205$14,958 ▼-0.2%16,0593.4%FinanceTLHiShares 10-20 Year Treasury Bond ETF$6,863,399$2,774,286 ▲67.8%68,9513.2%ETFJPMJPMorgan Chase & Co.$6,826,831$53,215 ▼-0.8%28,4803.2%FinanceARISTA NETWORKS INC$6,739,125$6,739,125 ▲New Holding60,9713.2%COM SHSAMZNAmazon.com$6,719,924$37,955 ▼-0.6%30,6303.1%Retail/WholesaleGOOGLAlphabet$6,655,108$41,079 ▼-0.6%35,1563.1%Computer and TechnologyMSFTMicrosoft$6,404,699$42,572 ▲0.7%15,1953.0%Computer and TechnologyAAPLApple$6,395,525$65,611 ▼-1.0%25,5393.0%Computer and TechnologyAMATApplied Materials$6,278,687$149,295 ▲2.4%38,6072.9%Computer and TechnologyQEFASPDR MSCI EAFE StrategicFactors ETF$6,115,166$24,364 ▲0.4%84,3352.9%ETFTMOThermo Fisher Scientific$5,504,352$35,895 ▲0.7%10,5812.6%MedicalHBANHuntington Bancshares$5,364,443$46,451 ▼-0.9%329,7142.5%FinanceXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$5,235,187$20,483 ▲0.4%171,7582.5%FinanceADBEAdobe$5,085,641$158,746 ▲3.2%11,4372.4%Computer and TechnologyROSTRoss Stores$4,917,521$31,313 ▲0.6%32,5082.3%Retail/WholesaleFSMDFidelity Small-Mid Multifactor ETF$4,802,808$16,056 ▼-0.3%116,6582.3%ETFZTSZoetis$4,651,034$24,277 ▼-0.5%28,5462.2%MedicalINTUIntuit$4,542,765$29,539 ▲0.7%7,2282.1%Computer and TechnologyBNDXVanguard Total International Bond ETF$4,431,137$97,512 ▲2.3%90,3392.1%ETFWMWaste Management$4,415,841$4,439 ▲0.1%21,8832.1%Business ServicesULTAUlta Beauty$4,306,702$162,230 ▲3.9%9,9022.0%Retail/WholesaleABGAsbury Automotive Group$4,040,247$28,921 ▲0.7%16,6241.9%Retail/WholesaleHCAHCA Healthcare$3,837,893$10,505 ▲0.3%12,7871.8%MedicalTAT&T$3,836,937$48,022 ▼-1.2%168,5081.8%Computer and TechnologyMDLZMondelez International$3,536,243$5,615 ▼-0.2%59,2041.7%Consumer StaplesPHParker-Hannifin$3,395,083$1,908 ▲0.1%5,3381.6%Industrial ProductsVBRVanguard Small-Cap Value ETF$3,170,097$8,324 ▼-0.3%15,9961.5%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,049,626$65,626 ▲2.2%127,2801.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,041,357$61,426 ▲2.1%126,3551.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,030,859$61,677 ▲2.1%121,7211.4%ETFEOGEOG Resources$2,965,835$858 ▼0.0%24,1951.4%Oils/EnergyIBDXiShares iBonds Dec 2032 Term Corporate ETF$2,943,976$66,489 ▲2.3%119,7711.4%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$2,935,456$62,951 ▲2.2%116,9501.4%ETFPLDPrologis$2,534,477$7,716 ▼-0.3%23,9781.2%FinanceKMIKinder Morgan$2,244,961$46,333 ▼-2.0%81,9331.1%Oils/EnergyFDHYFidelity High Yield Factor ETF$2,227,692$52,978 ▲2.4%46,1701.0%ETFMLNVanEck Long Muni ETF$2,187,654$401,925 ▲22.5%122,3521.0%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond Fund$2,047,125$5,961 ▼-0.3%81,0421.0%ETFFTNTFortinet$1,720,386$1,612,962 ▲1,501.5%18,2090.8%Computer and TechnologyFMHIFirst Trust Municipal High Income ETF$1,618,752$149,894 ▲10.2%33,5210.8%ManufacturingMMITNYLI MacKay Shields Municipal Intermediate ETF$1,526,079$194,962 ▲14.6%63,5600.7%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,413,624$37,485 ▲2.7%61,1690.7%ETFWSTWest Pharmaceutical Services$1,284,746$17,689 ▲1.4%3,9220.6%MedicalODFLOld Dominion Freight Line$1,173,236$10,408 ▲0.9%6,6510.5%TransportationIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,123,373$182,548 ▲19.4%44,1230.5%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,114,793$182,669 ▲19.6%44,3430.5%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,027,181$104,672 ▲11.3%40,7940.5%ETFFIDELITY COVINGTON TRUST$952,059$35,314 ▲3.9%28,9820.4%ENHANCED MIDDINOHF Sinclair$937,727$13,740 ▲1.5%26,7540.4%Oils/EnergyIVWiShares S&P 500 Growth ETF$769,545$11,981 ▲1.6%7,5790.4%ETFNUSCNuveen ESG Small-Cap ETF$639,525$796 ▲0.1%15,2700.3%ETFIVEiShares S&P 500 Value ETF$598,218$17,370 ▲3.0%3,1340.3%ETFFIDELITY COVINGTON TRUST$482,986$31,081 ▲6.9%17,5440.2%ENHANCED INTLSUSCiShares ESG Aware USD Corporate Bond ETF$412,754$70,614 ▼-14.6%18,1670.2%ManufacturingNUMGNuveen ESG Mid-Cap Growth ETF$410,048$616 ▲0.2%8,6540.2%ETFNUMVNuveen ESG Mid-Cap Value ETF$403,188$487 ▲0.1%11,5830.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$280,411$6,093 ▲2.2%2,0710.1%ETFVWOVanguard FTSE Emerging Markets ETF$273,092$8,720 ▲3.3%6,2010.1%ETFPANWPalo Alto Networks$261,295$131,193 ▲100.8%1,4360.1%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$225,396$234 ▼-0.1%6,7500.1%ManufacturingABBVAbbVie$222,238$1,066 ▲0.5%1,2510.1%MedicalNUDMNuShares ESG International Developed Markets Equity ETF$215,320$571 ▲0.3%7,1630.1%ETFVVisa$211,197$632 ▲0.3%6680.1%Business ServicesAMGNAmgen$203,3970.0%7800.1%MedicalFIFiserv$196,382$205 ▼-0.1%9560.1%Business ServicesTGTTarget$190,198$541 ▲0.3%1,4070.1%Retail/WholesalePAYXPaychex$185,262$140 ▼-0.1%1,3210.1%Business ServicesIBMInternational Business Machines$183,5580.0%8350.1%Computer and TechnologyIVViShares Core S&P 500 ETF$177,1380.0%3010.1%ETFOKEONEOK$171,272$100 ▲0.1%1,7060.1%Oils/EnergyVTIVanguard Total Stock Market ETF$165,7940.0%5720.1%ETFTTTrane Technologies$162,514$4,063 ▲2.6%4400.1%ConstructionVRSNVeriSign$162,050$414 ▲0.3%7830.1%Computer and TechnologyNEENextEra Energy$161,484$932 ▲0.6%2,2530.1%UtilitiesSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$161,439$26,577 ▼-14.1%6,5360.1%ManufacturingRTXRTX$160,6190.0%1,3880.1%AerospaceITGartner$159,391$969 ▲0.6%3290.1%Business ServicesCPRTCopart$157,478$57 ▲0.0%2,7440.1%Business ServicesMRKMerck & Co., Inc.$153,5970.0%1,5440.1%MedicalCRMSalesforce$153,4570.0%4590.1%Computer and TechnologyCTASCintas$151,703$183 ▼-0.1%8300.1%Business ServicesSUSLiShares ESG MSCI USA Leaders ETF$150,5410.0%1,4610.1%ManufacturingPJANInnovator U.S. Equity Power Buffer ETF - January$149,8610.0%3,5470.1%ETFDSIiShares ESG MSCI KLD 400 ETF$149,7200.0%1,3580.1%ETFSPROTT PHYSICAL GOLD TR$147,042$81 ▼-0.1%7,3010.1%UNITIJSiShares S&P Small-Cap 600 Value ETF$139,672$977 ▲0.7%1,2860.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$136,405$136,405 ▲New Holding6080.1%FinanceAAgilent Technologies$133,166$269 ▲0.2%9910.1%MedicalNVDANVIDIA$132,7360.0%9880.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$131,792$79,103 ▲150.1%9580.1%ETFCHDChurch & Dwight$127,262$105 ▲0.1%1,2150.1%Consumer StaplesIWFiShares Russell 1000 Growth ETF$125,6950.0%3130.1%ETFAGOAssured Guaranty$123,4940.0%1,3720.1%FinanceMCOMoody's$122,173$474 ▲0.4%2580.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$122,117$122,117 ▲New Holding2,4360.1%ETFINFYInfosys$122,067$34,917 ▼-22.2%5,5690.1%Computer and TechnologyPYPLPayPal$117,3560.0%1,3750.1%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$106,5060.0%1,1710.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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