Evergreen Wealth Management, LLC Portfolio Holdings

Evergreen Wealth Management, LLC

  • $169 Billion
  • Q4 2024

Evergreen Wealth Management, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $169 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $10.6B, Vanguard Total Stock Market Et with a value of $10.4B, Vanguard Whitehall Fds (Vangua with a value of $8.6B, Amazon Com Inc with a value of $7.87B, and Vanguard Bd Index Fd Inc Long with a value of $6.9B.

Examining the 13F form we can see an increase of $3.04B in the current position value, from $166B to 169B.

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 $169 Billion
ETFs: $71.9 Billion
Financial Services: $30.9 Billion
Technology: $20.2 Billion
Communication Services: $15.2 Billion
Consumer Cyclical: $13.5 Billion
Healthcare: $11.5 Billion
Industrials: $3 Billion
Energy: $2.48 Billion
Other: $542 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.6 Billion 6.25% of portfolio
54,034
Q4 2024 Reduced 0.86%
$0
$10.4 Billion 6.12% of portfolio
35,759
Q4 2024 Added 20.09%
$0
$8.6 Billion 5.08% of portfolio
67,394
Q4 2024 Reduced 0.52%
$2.42T
$7.87 Billion 4.65% of portfolio
35,868
Q4 2024 Added 2.07%
$0
$6.9 Billion 4.08% of portfolio
100,904
Q4 2024 Added 2.85%
$0
$6.74 Billion 3.98% of portfolio
117,081
Q4 2024 Reduced 5.02%
$610B
$6.73 Billion 3.97% of portfolio
14,837
Q4 2024 Added 7.2%
$24.7B
$6.22 Billion 3.68% of portfolio
3,604
Q4 2024 Added 2.3%
$1.55T
$6.21 Billion 3.67% of portfolio
10,600
Q4 2024 Reduced 1.86%
$1.22T
$5.76 Billion 3.41% of portfolio
30,452
Q4 2024 Added 7.17%
$0
$5.36 Billion 3.17% of portfolio
71,681
Q4 2024 Added 2.79%
$1.09T
$5.31 Billion 3.14% of portfolio
26,902
Q4 2024 Added 1.99%
$0
$4.31 Billion 2.55% of portfolio
299,976
Q4 2024 Added 3.03%
$452M
$4.22 Billion 2.49% of portfolio
27,179
Q4 2024 Added 2.74%
$0
$4.15 Billion 2.45% of portfolio
20,929
Q4 2024 Added 3.5%
$0
$3.66 Billion 2.16% of portfolio
47,364
Q4 2024 Added 2.58%
$3.09T
$3.56 Billion 2.1% of portfolio
8,440
Q4 2024 Added 1.86%
$559B
$3.4 Billion 2.01% of portfolio
10,763
Q4 2024 Added 2.11%
$3.79T
$3.22 Billion 1.9% of portfolio
12,857
Q4 2024 Reduced 10.5%
$398B
$3.18 Billion 1.88% of portfolio
21,994
Q4 2024 Reduced 10.66%
$102B
$3.1 Billion 1.83% of portfolio
36,366
Q4 2024 Added 4.02%
$0
$3.06 Billion 1.81% of portfolio
10,938
Q4 2024 Added 3.29%
$121B
$3 Billion 1.77% of portfolio
6,173
Q4 2024 Reduced 4.15%
$784B
$2.49 Billion 1.47% of portfolio
10,368
Q4 2024 Added 1.95%
$249B
$2.44 Billion 1.44% of portfolio
41,274
Q4 2024 Added 0.11%
$0
$2.34 Billion 1.38% of portfolio
5,702
Q4 2024 Reduced 1.67%
$121B
$2.15 Billion 1.27% of portfolio
26,865
Q4 2024 Added 2.53%
$0
$2.08 Billion 1.23% of portfolio
12,305
Q4 2024 Added 0.43%
$194B
$1.86 Billion 1.1% of portfolio
12,082
Q4 2024 Added 1.61%
$124B
$1.67 Billion 0.99% of portfolio
18,336
Q4 2024 Added 0.11%
$0
$1.64 Billion 0.97% of portfolio
28,583
Q4 2024 Added 13.01%
$292B
$1.64 Billion 0.97% of portfolio
11,294
Q4 2024 Added 0.21%
$5.94B
$1.63 Billion 0.97% of portfolio
10,340
Q4 2024 Reduced 35.12%
$1.25T
$1.61 Billion 0.95% of portfolio
8,473
Q4 2024 Added 10.01%
$188B
$1.55 Billion 0.92% of portfolio
313
Q4 2024 Added 3.99%
$49.5B
$1.51 Billion 0.89% of portfolio
18,711
Q4 2024 Added 0.1%
$507B
$1.31 Billion 0.78% of portfolio
2,594
Q4 2024 Reduced 0.57%
$299B
$1.32 Billion 0.78% of portfolio
9,855
Q4 2024 New
$0
$1.31 Billion 0.78% of portfolio
8,109
Q4 2024 Added 0.4%
$0
$1.31 Billion 0.77% of portfolio
47,866
Q4 2024 Added 180.64%
$153B
$1.27 Billion 0.75% of portfolio
4,872
Q4 2024 Reduced 0.59%
$0
$1.25 Billion 0.74% of portfolio
4,909
Q4 2024 Added 0.12%
$0
$1.12 Billion 0.66% of portfolio
9,802
Q4 2024 Reduced 5.4%
$52.7B
$954 Million 0.56% of portfolio
8,115
Q4 2024 Added 5.71%
$21.1B
$944 Million 0.56% of portfolio
2,170
Q4 2024 Added 5.14%
$0
$900 Million 0.53% of portfolio
20,429
Q4 2024 Reduced 5.1%
$25.7B
$899 Million 0.53% of portfolio
110
Q4 2024 Added 3.77%
$51.3B
$842 Million 0.5% of portfolio
6,871
Q4 2024 Reduced 0.54%
$81.3B
$571 Million 0.34% of portfolio
481
Q4 2024 Reduced 33.84%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $169 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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