Evergreen Private Wealth LLC Sells in Q3 2025

Evergreen Private Wealth LLC

  • $247 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-28
- 7.98%
$155.17 - $185.42 $4.34K - $5.19K
323 $59.9M
Ishares Tr
-1.31K
- 1.03%
N/A
126K $3.3B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-375
- 6.82%
$39.06 - $43.42 $14.6K - $16.3K
5.12K $222M
FDHY
Fidelity Covington Trust High

ETFs
-287
- 0.57%
$48.66 - $49.64 $14K - $14.2K
50K $2.46B
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-4
- 0.28%
$108.03 - $117.04 $432 - $468
1.42K $166M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-1.04K
- 0.79%
$24.97 - $25.78 $25.9K - $26.8K
130K $3.32B
RTX
Raytheon Technologies Corp

Industrials
-32
- 2.27%
$144.19 - $167.33 $4.61K - $5.35K
1.38K $231M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-6
- 0.01%
$23.69 - $24.32 $142 - $146
65.7K $1.6B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-760
- 0.98%
$98.52 - $103.93 $74.9K - $79K
77K $7.93B
ABBV
Abb Vie Inc.

Healthcare
-38
- 3.66%
$184.85 - $231.54 $7.02K - $8.8K
999 $231M
MSFT
Microsoft Corp

Technology
-479
- 2.91%
$491.09 - $535.64 $235K - $257K
16K $8.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-356
- 2.18%
$459.11 - $506.91 $163K - $180K
15.9K $8.01B
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-1.19K
- 1.15%
N/A
103K $9.03B
EUFN
Ishares Msci Europe Financials

ETFs
-1.79K
- 1.96%
$31.4 - $34.74 $56K - $62K
89.2K $3.06B
FSMD
Fidelity Covington Tr Small Mi

ETFs
-2.2K
- 1.79%
$41.29 - $44.71 $90.8K - $98.3K
121K $5.31B
PH
Parker Hannifin Corp

Industrials
-100
- 1.84%
$697.13 - $769.67 $69.7K - $77K
5.34K $4.05B
DINO
Hf Sinclair Corp

Energy
-829
- 2.26%
$42.11 - $54.01 $34.9K - $44.8K
35.9K $1.88B
JPM
Jpmorgan Chase & CO

Financial Services
-1.05K
- 3.74%
$282.78 - $316.06 $297K - $332K
27K $8.53B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-4.74K
- 2.64%
$34.31 - $38.09 $163K - $181K
175K $6.63B
HCA
Hca Healthcare, Inc.

Healthcare
-252
- 1.9%
$334.32 - $426.2 $84.2K - $107K
13K $5.53B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-257
- 2.23%
$473.44 - $553.71 $122K - $142K
11.3K $6.15B
AMAT
Applied Materials Inc

Technology
-337
- 0.73%
$156.25 - $204.95 $52.7K - $69.1K
46.1K $9.45B
Arista Networks Inc
-3.14K
- 5.11%
N/A
58.3K $8.5B
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 74 Reductions 72 Sold out 2 Options Calls 0 Puts 0
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