Evergreen Private Wealth LLC Purchases and Sells in Q4 2024

Evergreen Private Wealth LLC

$213 Billion
Q4 2024

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	27.9K + 67.85%	$99.04 - $109.59 $2.76M - $3.05M	69K $6.86B
FTNT	17.1K + 1501.5%	$76.49 - $99.21 $1.31M - $1.69M	18.2K $1.72B
ULTA	373 + 3.91%	$338.38 - $446.21 $126K - $166K	9.9K $4.31B
MLN	22.5K + 22.51%	$17.61 - $18.29 $396K - $411K	122K $2.19B
IBMO	7.17K + 19.4%	$25.4 - $25.62 $182K - $184K	44.1K $1.12B
IBMP	7.27K + 19.6%	$25.08 - $25.43 $182K - $185K	44.3K $1.11B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARISTA NETWORKS INC	61K New	N/A	61K $6.74B
XLY	608 New	$194.8 - $239.43 $118K - $146K	608 $136M
VTEB	2.44K New	$49.79 - $51.14 $121K - $125K	2.44K $122M
PAWZ	1.14K New	$54.39 - $59.67 $61.9K - $67.9K	1.14K $62M
INDS	920 New	$34.66 - $42.95 $31.9K - $39.5K	920 $32.5M
XLE	143 New	$83.32 - $97.27 $11.9K - $13.9K	143 $12.2M

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZTS	-149 - 0.52%	$162.24 - $194.42 $24.2K - $29K	28.5K $4.65B
MDLZ	-94 - 0.16%	$59.25 - $72.99 $5.57K - $6.86K	59.2K $3.54B
PLD	-73 - 0.3%	$101.4 - $126.96 $7.4K - $9.27K	24K $2.53B
BRK-B	-33 - 0.21%	$442.29 - $483.08 $14.6K - $15.9K	16.1K $7.28B
SUSC	-3.11K - 14.61%	$22.65 - $23.8 $70.4K - $74K	18.2K $413M
RVNU	-236 - 0.29%	$25.17 - $26.23 $5.94K - $6.19K	81K $2.05B

Activity Summary All Purchases 67 New Holdings 7 Increased Positions 60 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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