Evergreen Wealth Management, LLC Portfolio Holdings

Evergreen Wealth Management, LLC

  • $167 Billion
  • Q1 2025

Evergreen Wealth Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $12B, Vanguard Total Stock Market Et with a value of $11.3B, Vanguard Whitehall Fds (Vangua with a value of $8.68B, Berkshire Hathaway Inc Class B with a value of $7.72B, and Vanguard Bd Index Fd Inc Long with a value of $7.46B.

Examining the 13F form we can see an decrease of $1.78B in the current position value, from $169B to 167B.

Evergreen Wealth Management, LLC is based out at Williamston, MI

Below you can find more details about Evergreen Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $70.3 Billion
Financial Services: $29.2 Billion
Technology: $21.3 Billion
Healthcare: $19 Billion
Communication Services: $13.1 Billion
Consumer Cyclical: $9.09 Billion
Industrials: $2.81 Billion
Energy: $2.13 Billion
Other: $527 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12 Billion 7.18% of portfolio
61,948
Q1 2025 Added 14.65%
$0
$11.3 Billion 6.76% of portfolio
41,193
Q1 2025 Added 15.2%
$0
$8.68 Billion 5.18% of portfolio
67,307
Q1 2025 Reduced 0.13%
$694B
$7.72 Billion 4.61% of portfolio
14,494
Q1 2025 Reduced 2.31%
$0
$7.46 Billion 4.45% of portfolio
105,921
Q1 2025 Added 4.97%
$0
$6.88 Billion 4.11% of portfolio
120,421
Q1 2025 Added 2.85%
$25.3B
$6.68 Billion 3.99% of portfolio
3,570
Q1 2025 Reduced 0.94%
$1.9T
$5.85 Billion 3.49% of portfolio
30,724
Q1 2025 Reduced 14.34%
$0
$5.76 Billion 3.44% of portfolio
75,194
Q1 2025 Added 4.9%
$1.25T
$5.22 Billion 3.11% of portfolio
9,048
Q1 2025 Reduced 14.64%
$99.3B
$4.96 Billion 2.97% of portfolio
11,414
Q1 2025 Added 17.17%
$915B
$4.65 Billion 2.77% of portfolio
27,985
Q1 2025 Added 4.03%
$0
$4.6 Billion 2.75% of portfolio
318,128
Q1 2025 Added 6.05%
$957B
$4.52 Billion 2.7% of portfolio
29,197
Q1 2025 Reduced 4.12%
$0
$3.88 Billion 2.32% of portfolio
49,612
Q1 2025 Added 4.75%
$405B
$3.7 Billion 2.21% of portfolio
22,327
Q1 2025 Added 1.51%
$64.7B
$3.59 Billion 2.14% of portfolio
5,653
Q1 2025 New
$13B
$3.39 Billion 2.03% of portfolio
-
Q1 2025 New
$3.25T
$3.19 Billion 1.9% of portfolio
8,496
Q1 2025 Added 0.66%
$124B
$2.81 Billion 1.68% of portfolio
6,297
Q1 2025 Added 2.01%
$0
$2.69 Billion 1.61% of portfolio
44,362
Q1 2025 Added 55.2%
$150B
$2.64 Billion 1.57% of portfolio
8,464
Q1 2025 Added 73.73%
$244B
$2.61 Billion 1.56% of portfolio
42,288
Q1 2025 Added 2.46%
$111B
$2.42 Billion 1.44% of portfolio
26,902
Q1 2025 Added 0.14%
$79.3B
$2.26 Billion 1.35% of portfolio
34,613
Q1 2025 Reduced 4.82%
$168B
$2.2 Billion 1.32% of portfolio
22,313
Q1 2025 New
$265B
$2.13 Billion 1.27% of portfolio
12,742
Q1 2025 Added 12.82%
$3.2T
$2.11 Billion 1.26% of portfolio
9,511
Q1 2025 Reduced 26.02%
$0
$2.11 Billion 1.26% of portfolio
12,187
Q1 2025 Reduced 0.96%
$410M
$2.09 Billion 1.25% of portfolio
14,622
Q1 2025 Reduced 46.2%
$0
$2.07 Billion 1.23% of portfolio
5,576
Q1 2025 Reduced 2.21%
$741B
$2.04 Billion 1.22% of portfolio
8,304
Q1 2025 Reduced 19.91%
$157B
$1.88 Billion 1.13% of portfolio
12,267
Q1 2025 Added 1.53%
$379B
$1.66 Billion 0.99% of portfolio
3,173
Q1 2025 Added 22.32%
$47.6B
$1.43 Billion 0.85% of portfolio
19,152
Q1 2025 Added 2.36%
$0
$1.36 Billion 0.81% of portfolio
7,295
Q1 2025 Reduced 65.14%
$0
$1.32 Billion 0.79% of portfolio
47,223
Q1 2025 Reduced 1.34%
$206B
$1.3 Billion 0.78% of portfolio
282
Q1 2025 Reduced 9.9%
$0
$1.29 Billion 0.77% of portfolio
8,027
Q1 2025 Reduced 1.01%
$1.01T
$1.19 Billion 0.71% of portfolio
7,611
Q1 2025 Reduced 10.17%
$0
$1.17 Billion 0.7% of portfolio
4,793
Q1 2025 Reduced 2.36%
$284B
$1.09 Billion 0.65% of portfolio
10,072
Q1 2025 Added 2.2%
$0
$968 Million 0.58% of portfolio
3,844
Q1 2025 Reduced 64.86%
$24.6B
$944 Million 0.56% of portfolio
17,248
Q1 2025 Added 112.54%
$20.2B
$800 Million 0.48% of portfolio
2,182
Q1 2025 Added 0.55%
$22.7B
$775 Million 0.46% of portfolio
107
Q1 2025 Reduced 2.73%
$0
$557 Million 0.33% of portfolio
4,815
Q1 2025 Reduced 50.88%
$270B
$527 Million 0.31% of portfolio
6,000
Q1 2024 Added 200.0%
$0
$454 Million 0.27% of portfolio
10,023
Q1 2025 Reduced 50.94%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $167 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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