Evergreen Private Wealth LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$238.7M
Holdings
289
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (289 positions)
| Stock | Value |
|---|---|
NFLXNETFLIX INC | $10.8M |
CHKPCHECK POINT SOFTWARE TECH LT | $9.2M |
QEFASPDR INDEX SHS FDS | $8.9M |
AMATAPPLIED MATLS INC | $8.5M |
MSFTMICROSOFT CORP | $8.2M |
JPMJPMORGAN CHASE &CO. | $8.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.9M |
TLHISHARES TR | $7.9M |
AMZNAMAZON COM INC | $7.0M |
GOOGLALPHABET INC | $6.5M |
ANETARISTA NETWORKS INC | $6.3M |
XSOEWISDOMTREE TR | $6.2M |
INTUINTUIT | $6.2M |
HBANHUNTINGTON BANCSHARES INC | $5.7M |
AAPLAPPLE INC | $5.5M |
ADBEADOBE INC | $5.4M |
ULTAULTA BEAUTY INC | $5.4M |
WMWASTE MGMT INC DEL | $5.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $5.2M |
ZTSZOETIS INC | $5.1M |
FSMDFIDELITY COVINGTON TRUST | $5.1M |
HCAHCA HEALTHCARE INC | $5.1M |
BNDXVANGUARD CHARLOTTE FDS | $4.9M |
ROSTROSS STORES INC | $4.7M |
MDLZMONDELEZ INTL INC | $4.6M |
TAT&T INC | $4.5M |
PHPARKER-HANNIFIN CORP | $3.8M |
VBRVANGUARD INDEX FDS | $3.4M |
IBDTISHARES TR | $3.3M |
IBDSISHARES TR | $3.3M |
IBDRISHARES TR | $3.3M |
IBDXISHARES TR | $3.3M |
IBDYISHARES TR | $3.3M |
EOGEOG RES INC | $3.2M |
DYHTARGET CORP | $3.0M |
PLDPROLOGIS INC. | $3.0M |
EUFNISHARES TR | $2.9M |
MLNVANECK ETF TRUST | $2.8M |
FTNTFORTINET INC | $2.6M |
FDHYFIDELITY COVINGTON TRUST | $2.5M |
KMIKINDER MORGAN INC DEL | $2.3M |
EMLCVANECK ETF TRUST | $1.7M |
FMHIFIRST TR EXCH TRADED FD III | $1.6M |
MMITNEW YORK LIFE INVTS ACTIVE E | $1.6M |
DINOHF SINCLAIR CORP | $1.5M |
RVNUDBX ETF TR | $1.5M |
IBMOISHARES TR | $1.1M |
IBMPISHARES TR | $1.1M |
IBMQISHARES TR | $1.1M |
FMDEFIDELITY COVINGTON TRUST | $905K |
IVWISHARES TR | $752K |
FENIFIDELITY COVINGTON TRUST | $569K |
IVEISHARES TR | $561K |
NUSCNUSHARES ETF TR | $536K |
SUSCISHARES TR | $475K |
NUMGNUSHARES ETF TR | $354K |
NUMVNUSHARES ETF TR | $349K |
VWOVANGUARD INTL EQUITY INDEX F | $283K |
IBMINTERNATIONAL BUSINESS MACHS | $253K |
IJTISHARES TR | $252K |
PANWPALO ALTO NETWORKS INC | $240K |
NVDANVIDIA CORPORATION | $216K |
ESGEISHARES INC | $215K |
AMGNAMGEN INC | $211K |
NUDMNUSHARES ETF TR | $208K |
RTXRTX CORPORATION | $206K |
VVISA INC | $193K |
ABBVABBVIE INC | $193K |
EIS*ISHARES INC | $189K |
IVVISHARES TR | $187K |
PHYS/USPROTT PHYSICAL GOLD TR | $185K |
SUSBISHARES TR | $177K |
VRSNVERISIGN INC | $167K |
VTIVANGUARD INDEX FDS | $166K |
PAYXPAYCHEX INC | $158K |
DSIISHARES TR | $157K |
PJANINNOVATOR ETFS TRUST | $156K |
SUSLISHARES TR | $154K |
CITCINTAS CORP | $146K |
TTTRANE TECHNOLOGIES PLC | $145K |
IWFISHARES TR | $133K |
FISVFISERV INC | $132K |
OKEONEOK INC NEW | $132K |
NEENEXTERA ENERGY INC | $128K |
AGOASSURED GUARANTY LTD | $120K |
MRKMERCK &CO INC | $119K |
IJSISHARES TR | $116K |
ITGARTNER INC | $115K |
CPRTCOPART INC | $111K |
AG8AGILENT TECHNOLOGIES INC | $109K |
CRMSALESFORCE INC | $108K |
CHDCHURCH &DWIGHT CO INC | $102K |
MCOMOODYS CORP | $101K |
GLWCORNING INC | $97K |
IJKISHARES TR | $88K |
VOVANGUARD INDEX FDS | $85K |
XOMEXXON MOBIL CORP | $83K |
PPGPPG INDS INC | $82K |
PYPLPAYPAL HLDGS INC | $82K |
INFYINFOSYS LTD | $81K |
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