Evergreen Wealth Management, LLC Top Holdings and 13F Report (2024) About Evergreen Wealth Management, LLCInvestment ActivityEvergreen Wealth Management, LLC has $169.22 million in total holdings as of September 30, 2024.Evergreen Wealth Management, LLC owns shares of 53 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 5.08% of the portfolio was purchased this quarter.About 2.56% of the portfolio was sold this quarter.This quarter, Evergreen Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 34 stocks.Evergreen Wealth Management, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $10,581,416Vanguard Total Stock Market ETF $10,363,233Vanguard High Dividend Yield ETF $8,598,780Amazon.com $7,869,157Vanguard Long-Term Bond ETF $6,904,881 Largest New Holdings this Quarter NVIDIA $1,323,478 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 5,981 shares (about $1.73M)Elevance Health 4,388 shares (about $1.62M)NVIDIA 9,855 shares (about $1.32M)Schwab US Dividend Equity ETF 30,810 shares (about $841.72K)Berkshire Hathaway 997 shares (about $451.93K) Largest Sales this Quarter Nexstar Media Group 5,598 shares (about $884.30K)Johnson & Johnson 2,623 shares (about $379.35K)Apple 1,509 shares (about $377.89K)JPMorgan Equity Premium Income ETF 6,191 shares (about $356.17K)O'Reilly Automotive 246 shares (about $291.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$10,581,416$91,648 ▼-0.9%54,0346.3%ETFVTIVanguard Total Stock Market ETF$10,363,233$1,733,340 ▲20.1%35,7596.1%ETFVYMVanguard High Dividend Yield ETF$8,598,780$44,912 ▼-0.5%67,3945.1%ETFAMZNAmazon.com$7,869,157$159,937 ▲2.1%35,8684.7%Retail/WholesaleBLVVanguard Long-Term Bond ETF$6,904,881$191,399 ▲2.9%100,9044.1%ETFJEPIJPMorgan Equity Premium Income ETF$6,735,659$356,168 ▼-5.0%117,0814.0%ETFBRK.BBerkshire Hathaway$6,725,526$451,934 ▲7.2%14,8374.0%FinanceMKLMarkel Group$6,221,129$139,820 ▲2.3%3,6043.7%Multi-Sector ConglomeratesMETAMeta Platforms$6,206,357$117,687 ▼-1.9%10,6003.7%Computer and TechnologyGOOGLAlphabet$5,764,567$385,794 ▲7.2%30,4523.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$5,356,719$145,200 ▲2.8%71,6813.2%ETFTSMTaiwan Semiconductor Manufacturing$5,312,930$103,683 ▲2.0%26,9023.1%Computer and TechnologyPTYPIMCO Corporate & Income Opportunity Fund$4,310,654$126,743 ▲3.0%299,9762.5%FinanceDHILDiamond Hill Investment Group$4,215,534$112,449 ▲2.7%27,1792.5%FinanceVBRVanguard Small-Cap Value ETF$4,147,734$140,312 ▲3.5%20,9292.5%ETFBSVVanguard Short-Term Bond ETF$3,659,853$92,029 ▲2.6%47,3642.2%ETFELVElevance Health$3,593,384$1,618,701 ▲82.0%9,7412.1%MedicalMSFTMicrosoft$3,557,473$64,911 ▲1.9%8,4402.1%Computer and TechnologyVVisa$3,401,675$70,164 ▲2.1%10,7632.0%Business ServicesAAPLApple$3,219,724$377,892 ▼-10.5%12,8571.9%Computer and TechnologyJNJJohnson & Johnson$3,180,837$379,346 ▼-10.7%21,9941.9%MedicalPYPLPayPal$3,103,864$119,832 ▲4.0%36,3661.8%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$3,063,350$97,463 ▲3.3%10,9381.8%ETFLMTLockheed Martin$2,999,688$129,745 ▼-4.1%6,1731.8%AerospaceJPMJPMorgan Chase & Co.$2,485,290$47,462 ▲1.9%10,3681.5%FinanceCSCOCisco Systems$2,443,416$2,723 ▲0.1%41,2741.4%Computer and TechnologyVUGVanguard Growth ETF$2,340,241$39,811 ▼-1.7%5,7021.4%ETFMDTMedtronic$2,146,004$52,961 ▲2.5%26,8651.3%MedicalVTVVanguard Value ETF$2,083,257$8,973 ▲0.4%12,3051.2%ETFQCOMQUALCOMM$1,856,076$29,342 ▲1.6%12,0821.1%Computer and TechnologySBUXStarbucks$1,673,176$1,825 ▲0.1%18,3361.0%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$1,640,931$188,934 ▲13.0%28,5831.0%ETFCVXChevron$1,635,763$3,476 ▲0.2%11,2941.0%Oils/EnergyNXSTNexstar Media Group$1,633,389$884,305 ▼-35.1%10,3401.0%Consumer DiscretionaryGOOGAlphabet$1,613,546$146,824 ▲10.0%8,4731.0%Computer and TechnologyBKNGBooking$1,552,866$59,535 ▲4.0%3130.9%Retail/WholesaleFISFidelity National Information Services$1,511,254$1,454 ▲0.1%18,7110.9%Business ServicesNVDANVIDIA$1,323,478$1,323,478 ▲New Holding9,8550.8%Computer and TechnologyUNHUnitedHealth Group$1,312,226$7,588 ▼-0.6%2,5940.8%MedicalVOEVanguard Mid-Cap Value ETF$1,311,839$5,177 ▲0.4%8,1090.8%ETFSCHDSchwab US Dividend Equity ETF$1,307,689$841,723 ▲180.6%47,8660.8%ETFAMGNAmgen$1,269,944$7,559 ▼-0.6%4,8720.8%MedicalVOTVanguard Mid-Cap Growth ETF$1,245,627$1,522 ▲0.1%4,9090.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,122,173$64,111 ▼-5.4%9,8020.7%ETFTTDTrade Desk$953,774$51,479 ▲5.7%8,1150.6%Computer and TechnologyULTAUlta Beauty$943,842$46,105 ▲5.1%2,1700.6%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$899,707$48,313 ▼-5.1%20,4290.5%ETFNVRNVR$899,180$32,697 ▲3.8%1100.5%ConstructionVLOValero Energy$842,279$4,536 ▼-0.5%6,8710.5%Oils/EnergyORLYO'Reilly Automotive$570,624$291,837 ▼-33.8%4810.3%Retail/WholesaleVXUSVanguard Total International Stock ETF$557,982$48,026 ▼-7.9%9,4690.3%ETFWMTWalmart$542,1000.0%6,0000.3%Retail/WholesaleBRK.ABerkshire Hathaway$406,5840.0%10.2%FinanceBURBurford Capital$0$1,434,125 ▼-100.0%00.0%FinanceShowing 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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