Evergreen Wealth Management, LLC Reduced Holdings in Q3 2025

Evergreen Wealth Management, LLC

  • $191 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-22.7K
- 46.83%
$78.11 - $79.07 $1.77M - $1.8M
25.8K $2.04B
AAPL
Apple Inc.

Technology
-4.76K
- 83.87%
$202.38 - $256.87 $963K - $1.22M
915 $233M
DIS
Walt Disney CO

Communication Services
-2.99K
- 5.38%
$112.25 - $124.0 $336K - $371K
52.6K $6.03B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-9.5K
- 10.85%
$76.16 - $78.59 $723K - $746K
78.1K $6.1B
MSFT
Microsoft Corp

Technology
-1.62K
- 18.97%
$491.09 - $535.64 $796K - $868K
6.93K $3.59B
TTD
Trade Desk, Inc.

Technology
-3.22K
- 16.66%
$43.93 - $89.76 $142K - $289K
16.1K $791M
META
Meta Platforms, Inc.

Communication Services
-535
- 5.86%
$695.21 - $791.73 $372K - $424K
8.59K $6.31B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-47
- 17.67%
$5364.25 - $5815.92 $252K - $273K
219 $1.18B
AMGN
Amgen Inc

Healthcare
-825
- 12.48%
$271.18 - $309.22 $224K - $255K
5.79K $1.63B
NVDA
Nvidia Corp

Technology
-2.98K
- 22.51%
$153.3 - $186.58 $457K - $556K
10.3K $1.91B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-808
- 7.74%
$534.91 - $598.71 $432K - $484K
9.63K $5.41B
AMZN
Amazon Com Inc

Consumer Cyclical
-287
- 0.75%
$211.65 - $238.24 $60.7K - $68.4K
38K $8.35B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.1K
- 4.46%
$26.38 - $27.95 $55.4K - $58.7K
45K $1.23B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-43
- 0.94%
$68.24 - $73.73 $2.93K - $3.17K
4.53K $333M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-50
- 1.06%
$133.48 - $144.38 $6.67K - $7.22K
4.68K $668M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-102
- 1.03%
$49.43 - $54.52 $5.04K - $5.56K
9.76K $529M
VBK
Vanguard Small Cap Growth ETF

ETFs
-7
- 0.19%
$276.51 - $305.12 $1.94K - $2.14K
3.75K $1.11B
JPM
Jpmorgan Chase & CO

Financial Services
-412
- 4.92%
$282.78 - $316.06 $117K - $130K
7.96K $2.51B
VBR
Vanguard Small Cap Value ETF

ETFs
-10
- 0.14%
$195.41 - $212.37 $1.95K - $2.12K
7.12K $1.49B
LMT
Lockheed Martin Corp

Industrials
-17
- 0.27%
$410.74 - $499.21 $6.98K - $8.49K
6.34K $3.16B
JNJ
Johnson & Johnson

Healthcare
-1.73K
- 7.98%
$155.17 - $185.42 $268K - $321K
19.9K $3.69B
GOOG
Alphabet Inc.

Communication Services
-556
- 5.36%
$175.16 - $255.24 $97.4K - $142K
9.82K $2.39B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.7K
- 10.12%
$224.68 - $282.71 $607K - $764K
24K $6.71B
GOOGL
Alphabet Inc.

Communication Services
-1.6K
- 4.27%
$174.36 - $254.72 $278K - $407K
35.7K $8.69B
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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