Evergreen Private Wealth LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$214.0B
Holdings
189
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (189 positions)
| Stock | Value |
|---|---|
CHKPCHECK POINT SOFTWARE TECH LT | $9.7B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $8.6B |
NFLXNETFLIX INC | $8.2B |
QEFASPDR INDEX SHS FDS | $7.8B |
TLHISHARES TR | $7.3B |
JPMJPMORGAN CHASE &CO. | $7.0B |
MSFTMICROSOFT CORP | $5.8B |
AMATAPPLIED MATLS INC | $5.8B |
AMZNAMAZON COM INC | $5.8B |
AAPLAPPLE INC | $5.7B |
TMOTHERMO FISHER SCIENTIFIC INC | $5.5B |
GOOGLALPHABET INC | $5.5B |
XSOEWISDOMTREE TR | $5.4B |
WMWASTE MGMT INC DEL | $5.1B |
HBANHUNTINGTON BANCSHARES INC | $5.0B |
ZTSZOETIS INC | $4.9B |
TAT&T INC | $4.8B |
ANETARISTA NETWORKS INC | $4.7B |
FSMDFIDELITY COVINGTON TRUST | $4.6B |
ADBEADOBE INC | $4.6B |
INTUINTUIT | $4.6B |
BNDXVANGUARD CHARLOTTE FDS | $4.5B |
HCAHCA HEALTHCARE INC | $4.5B |
ROSTROSS STORES INC | $4.3B |
MDLZMONDELEZ INTL INC | $4.3B |
ULTAULTA BEAUTY INC | $3.9B |
AWGASBURY AUTOMOTIVE GROUP INC | $3.7B |
PHPARKER-HANNIFIN CORP | $3.2B |
EOGEOG RES INC | $3.2B |
IBDTISHARES TR | $3.1B |
IBDSISHARES TR | $3.1B |
IBDRISHARES TR | $3.1B |
IBDXISHARES TR | $3.0B |
IBDYISHARES TR | $3.0B |
VBRVANGUARD INDEX FDS | $3.0B |
PLDPROLOGIS INC. | $2.8B |
KMIKINDER MORGAN INC DEL | $2.3B |
MLNVANECK ETF TRUST | $2.3B |
FDHYFIDELITY COVINGTON TRUST | $2.3B |
RVNUDBX ETF TR | $2.2B |
FTNTFORTINET INC | $2.0B |
FMHIFIRST TR EXCH TRADED FD III | $1.6B |
MMITNEW YORK LIFE INVTS ACTIVE E | $1.6B |
EMLCVANECK ETF TRUST | $1.5B |
IBMPISHARES TR | $1.2B |
IBMOISHARES TR | $1.2B |
ODFLOLD DOMINION FREIGHT LINE IN | $1.2B |
IBMQISHARES TR | $1.1B |
DINOHF SINCLAIR CORP | $975.8M |
FMDEFIDELITY COVINGTON TRUST | $906.4M |
IVWISHARES TR | $671.1M |
NUSCNUSHARES ETF TR | $585.9M |
IVEISHARES TR | $577.6M |
FENIFIDELITY COVINGTON TRUST | $541.1M |
SUSCISHARES TR | $418.8M |
NUMVNUSHARES ETF TR | $396.0M |
NUMGNUSHARES ETF TR | $370.4M |
VWOVANGUARD INTL EQUITY INDEX F | $274.1M |
ABBVABBVIE INC | $262.3M |
IJTISHARES TR | $247.7M |
PANWPALO ALTO NETWORKS INC | $244.7M |
AMGNAMGEN INC | $243.1M |
ESGEISHARES INC | $235.6M |
VVISA INC | $234.2M |
NUDMNUSHARES ETF TR | $227.9M |
FISVFISERV INC | $210.5M |
VTIVANGUARD INDEX FDS | $209.9M |
IBMINTERNATIONAL BUSINESS MACHS | $207.6M |
PAYXPAYCHEX INC | $203.7M |
VRSNVERISIGN INC | $198.0M |
RTXRTX CORPORATION | $183.9M |
PHYS/USPROTT PHYSICAL GOLD TR | $175.7M |
CITCINTAS CORP | $170.7M |
IVVISHARES TR | $169.1M |
OKEONEOK INC NEW | $168.5M |
SUSBISHARES TR | $162.7M |
NEENEXTERA ENERGY INC | $159.8M |
CPRTCOPART INC | $155.5M |
TTTRANE TECHNOLOGIES PLC | $148.6M |
PJANINNOVATOR ETFS TRUST | $147.1M |
DYHTARGET CORP | $146.9M |
EIS*ISHARES INC | $146.6M |
DSIISHARES TR | $138.8M |
MRKMERCK &CO INC | $138.6M |
ITGARTNER INC | $138.5M |
SUSLISHARES TR | $136.2M |
CHDCHURCH &DWIGHT CO INC | $133.9M |
VOVANGUARD INDEX FDS | $122.8M |
AGOASSURED GUARANTY LTD | $120.9M |
MCOMOODYS CORP | $120.7M |
IJSISHARES TR | $118.1M |
AG8AGILENT TECHNOLOGIES INC | $116.1M |
IWFISHARES TR | $113.0M |
NVDANVIDIA CORPORATION | $109.3M |
CRMSALESFORCE INC | $103.0M |
VOOVANGUARD INDEX FDS | $97.8M |
INFYINFOSYS LTD | $92.2M |
PYPLPAYPAL HLDGS INC | $89.8M |
UNHUNITEDHEALTH GROUP INC | $86.9M |
PPGPPG INDS INC | $83.7M |
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