Evergreen Private Wealth LLC Portfolio Holdings

Evergreen Private Wealth LLC

  • $213 Billion
  • Q4 2024

Evergreen Private Wealth LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $213 Billion distributed in 198 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $7.98B, Check Point Software Technologies LTD with a value of $7.92B, Berkshire Hathaway Inc Class B with a value of $7.28B, Ishares Barclays 10 20 Yr Trea with a value of $6.86B, and Jpmorgan Chase & CO with a value of $6.83B.

Examining the 13F form we can see an decrease of $2.28B in the current position value, from $216B to 213B.

Evergreen Private Wealth LLC is based out at Greenwood Village, CO

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

Portfolio value $213 Billion
ETFs: $63.9 Billion
Technology: $40 Billion
Consumer Cyclical: $20.4 Billion
Financial Services: $20.2 Billion
Communication Services: $18.5 Billion
Healthcare: $16.3 Billion
Industrials: $9.78 Billion
Energy: $6.39 Billion
Other: $6.77 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.5B
$4.04 Billion 1.89% of portfolio
16,624
Q4 2024 Added 0.72%
$7.6B
$938 Million 0.44% of portfolio
26,754
Q4 2024 Added 1.49%
$5.81B
$123 Million 0.06% of portfolio
1,372
Q4 2023 New
$4.46B
$63.4 Million 0.03% of portfolio
312
Q3 2024 New
$5.76B
$43.8 Million 0.02% of portfolio
400
Q4 2023 New
$4.93B
$5.55 Million 0.0% of portfolio
250
Q4 2023 New
$3.72B
$627,000 0.0% of portfolio
42
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $213 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email