Evergreen Private Wealth LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$213.4B
Holdings
198
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (198 positions)
| Stock | Value |
|---|---|
NFLXNETFLIX INC | $8.0B |
CHKPCHECK POINT SOFTWARE TECH LT | $7.9B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.3B |
TLHISHARES TR | $6.9B |
JPMJPMORGAN CHASE &CO. | $6.8B |
ANETARISTA NETWORKS INC | $6.7B |
AMZNAMAZON COM INC | $6.7B |
GOOGLALPHABET INC | $6.7B |
MSFTMICROSOFT CORP | $6.4B |
AAPLAPPLE INC | $6.4B |
AMATAPPLIED MATLS INC | $6.3B |
QEFASPDR INDEX SHS FDS | $6.1B |
TMOTHERMO FISHER SCIENTIFIC INC | $5.5B |
HBANHUNTINGTON BANCSHARES INC | $5.4B |
XSOEWISDOMTREE TR | $5.2B |
ADBEADOBE INC | $5.1B |
ROSTROSS STORES INC | $4.9B |
FSMDFIDELITY COVINGTON TRUST | $4.8B |
ZTSZOETIS INC | $4.7B |
INTUINTUIT | $4.5B |
BNDXVANGUARD CHARLOTTE FDS | $4.4B |
WMWASTE MGMT INC DEL | $4.4B |
ULTAULTA BEAUTY INC | $4.3B |
AWGASBURY AUTOMOTIVE GROUP INC | $4.0B |
HCAHCA HEALTHCARE INC | $3.8B |
TAT&T INC | $3.8B |
MDLZMONDELEZ INTL INC | $3.5B |
PHPARKER-HANNIFIN CORP | $3.4B |
VBRVANGUARD INDEX FDS | $3.2B |
IBDSISHARES TR | $3.0B |
IBDRISHARES TR | $3.0B |
IBDTISHARES TR | $3.0B |
EOGEOG RES INC | $3.0B |
IBDXISHARES TR | $2.9B |
IBDYISHARES TR | $2.9B |
PLDPROLOGIS INC. | $2.5B |
KMIKINDER MORGAN INC DEL | $2.2B |
FDHYFIDELITY COVINGTON TRUST | $2.2B |
MLNVANECK ETF TRUST | $2.2B |
RVNUDBX ETF TR | $2.0B |
FTNTFORTINET INC | $1.7B |
FMHIFIRST TR EXCH TRADED FD III | $1.6B |
MMITNEW YORK LIFE INVTS ACTIVE E | $1.5B |
EMLCVANECK ETF TRUST | $1.4B |
WSTWEST PHARMACEUTICAL SVSC INC | $1.3B |
ODFLOLD DOMINION FREIGHT LINE IN | $1.2B |
IBMOISHARES TR | $1.1B |
IBMPISHARES TR | $1.1B |
IBMQISHARES TR | $1.0B |
FMDEFIDELITY COVINGTON TRUST | $952.1M |
DINOHF SINCLAIR CORP | $937.7M |
IVWISHARES TR | $769.5M |
NUSCNUSHARES ETF TR | $639.5M |
IVEISHARES TR | $598.2M |
FENIFIDELITY COVINGTON TRUST | $483.0M |
SUSCISHARES TR | $412.8M |
NUMGNUSHARES ETF TR | $410.0M |
NUMVNUSHARES ETF TR | $403.2M |
IJTISHARES TR | $280.4M |
VWOVANGUARD INTL EQUITY INDEX F | $273.1M |
PANWPALO ALTO NETWORKS INC | $261.3M |
ESGEISHARES INC | $225.4M |
ABBVABBVIE INC | $222.2M |
NUDMNUSHARES ETF TR | $215.3M |
VVISA INC | $211.2M |
AMGNAMGEN INC | $203.4M |
FISVFISERV INC | $196.4M |
DYHTARGET CORP | $190.2M |
PAYXPAYCHEX INC | $185.3M |
IBMINTERNATIONAL BUSINESS MACHS | $183.6M |
IVVISHARES TR | $177.1M |
OKEONEOK INC NEW | $171.3M |
VTIVANGUARD INDEX FDS | $165.8M |
TTTRANE TECHNOLOGIES PLC | $162.5M |
VRSNVERISIGN INC | $162.1M |
NEENEXTERA ENERGY INC | $161.5M |
SUSBISHARES TR | $161.4M |
RTXRTX CORPORATION | $160.6M |
ITGARTNER INC | $159.4M |
CPRTCOPART INC | $157.5M |
MRKMERCK &CO INC | $153.6M |
CRMSALESFORCE INC | $153.5M |
CITCINTAS CORP | $151.7M |
SUSLISHARES TR | $150.5M |
PJANINNOVATOR ETFS TRUST | $149.9M |
DSIISHARES TR | $149.7M |
PHYS/USPROTT PHYSICAL GOLD TR | $147.0M |
IJSISHARES TR | $139.7M |
XLYSELECT SECTOR SPDR TR | $136.4M |
AG8AGILENT TECHNOLOGIES INC | $133.2M |
NVDANVIDIA CORPORATION | $132.7M |
XLVSELECT SECTOR SPDR TR | $131.8M |
CHDCHURCH &DWIGHT CO INC | $127.3M |
IWFISHARES TR | $125.7M |
AGOASSURED GUARANTY LTD | $123.5M |
MCOMOODYS CORP | $122.2M |
VTEBVANGUARD MUN BD FDS | $122.1M |
INFYINFOSYS LTD | $122.1M |
PYPLPAYPAL HLDGS INC | $117.4M |
IJKISHARES TR | $106.5M |
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