Evergreen Private Wealth LLC Top Holdings and 13F Report (2025) About Evergreen Private Wealth LLCInvestment ActivityEvergreen Private Wealth LLC has $213.96 million in total holdings as of March 31, 2025.Evergreen Private Wealth LLC owns shares of 189 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 2.65% of the portfolio was purchased this quarter.About 1.08% of the portfolio was sold this quarter.This quarter, Evergreen Private Wealth LLC has purchased 198 new stocks and bought additional shares in 58 stocks.Evergreen Private Wealth LLC sold shares of 35 stocks and completely divested from 18 stocks this quarter.Largest Holdings Check Point Software Technologies $9,669,981Berkshire Hathaway $8,632,567Netflix $8,180,849SPDR MSCI EAFE StrategicFactors ETF $7,765,992iShares 10-20 Year Treasury Bond ETF $7,303,931 Largest New Holdings this Quarter 464286632 - iShares MSCI Israel ETF $146,607 Holding922908363 - Vanguard S&P 500 ETF $97,784 Holding921909768 - Vanguard Total International Stock ETF $68,897 Holding922908751 - Vanguard Small-Cap ETF $31,356 Holding881624209 - Teva Pharmaceutical Industries $5,518 Holding Largest Purchases this Quarter SPDR MSCI EAFE StrategicFactors ETF 14,023 shares (about $1.11M)Mondelez International 4,037 shares (about $273.91K)Fortinet 2,698 shares (about $259.71K)Applied Materials 1,670 shares (about $242.35K)Thermo Fisher Scientific 477 shares (about $237.35K) Largest Sales this Quarter Netflix 182 shares (about $169.72K)Health Care Select Sector SPDR Fund 863 shares (about $126.01K)iShares S&P 500 Growth ETF 350 shares (about $32.49K)Kinder Morgan 1,104 shares (about $31.50K)JPMorgan Chase & Co. 116 shares (about $28.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Private Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCHKPCheck Point Software Technologies$9,669,981$4,330 ▼0.0%42,4274.5%Computer and TechnologyBRK.BBerkshire Hathaway$8,632,567$79,887 ▲0.9%16,2094.0%FinanceNFLXNetflix$8,180,849$169,716 ▼-2.0%8,7733.8%Consumer DiscretionaryQEFASPDR MSCI EAFE StrategicFactors ETF$7,765,992$1,107,205 ▲16.6%98,3583.6%ETFTLHiShares 10-20 Year Treasury Bond ETF$7,303,931$150,231 ▲2.1%70,3993.4%ETFJPMJPMorgan Chase & Co.$6,957,629$28,455 ▼-0.4%28,3643.3%FinanceMSFTMicrosoft$5,848,118$144,148 ▲2.5%15,5792.7%Computer and TechnologyAMATApplied Materials$5,844,955$242,349 ▲4.3%40,2772.7%Computer and TechnologyAMZNAmazon.com$5,837,375$9,703 ▲0.2%30,6812.7%Retail/WholesaleAAPLApple$5,681,905$8,885 ▲0.2%25,5792.7%Computer and TechnologyTMOThermo Fisher Scientific$5,502,351$237,350 ▲4.5%11,0582.6%MedicalGOOGLAlphabet$5,464,088$27,526 ▲0.5%35,3342.6%Computer and TechnologyXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$5,385,045$82,886 ▲1.6%174,4432.5%FinanceWMWaste Management$5,127,498$61,350 ▲1.2%22,1482.4%Business ServicesHBANHuntington Bancshares$4,981,654$32,647 ▲0.7%331,8892.3%FinanceZTSZoetis$4,897,871$197,746 ▲4.2%29,7472.3%MedicalTAT&T$4,767,180$1,782 ▲0.0%168,5712.2%Computer and TechnologyARISTA NETWORKS INC$4,710,319$13,714 ▼-0.3%60,7942.2%COM SHSFSMDFidelity Small-Mid Multifactor ETF$4,616,582$48,245 ▲1.1%117,8902.2%ETFADBEAdobe$4,614,108$227,810 ▲5.2%12,0312.2%Computer and TechnologyINTUIntuit$4,577,428$139,380 ▲3.1%7,4552.1%Computer and TechnologyBNDXVanguard Total International Bond ETF$4,535,245$124,882 ▲2.8%92,8972.1%ETFHCAHCA Healthcare$4,507,426$88,808 ▲2.0%13,0442.1%MedicalROSTRoss Stores$4,319,225$164,979 ▲4.0%33,7992.0%Retail/WholesaleMDLZMondelez International$4,290,907$273,911 ▲6.8%63,2412.0%Consumer StaplesULTAUlta Beauty$3,855,289$225,790 ▲6.2%10,5181.8%Retail/WholesaleABGAsbury Automotive Group$3,661,853$9,496 ▼-0.3%16,5811.7%Retail/WholesalePHParker-Hannifin$3,241,799$3,039 ▼-0.1%5,3331.5%IndustrialsEOGEOG Resources$3,165,158$62,452 ▲2.0%24,6821.5%EnergyIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,131,992$57,315 ▲1.9%123,9901.5%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,128,991$51,358 ▲1.7%129,4041.5%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,106,574$47,524 ▲1.6%128,3181.5%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$3,048,432$55,353 ▲1.8%121,9861.4%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$3,036,899$47,669 ▲1.6%118,8151.4%ETFVBRVanguard Small-Cap Value ETF$3,028,050$48,064 ▲1.6%16,2541.4%ETFPLDPrologis$2,794,333$113,803 ▲4.2%24,9961.3%FinanceKMIKinder Morgan$2,306,056$31,497 ▼-1.3%80,8291.1%EnergyMLNVanEck Long Muni ETF$2,258,335$130,634 ▲6.1%129,8641.1%ETFFDHYFidelity High Yield Factor ETF$2,257,823$39,825 ▲1.8%46,9991.1%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$2,194,678$198,616 ▲10.0%89,1061.0%ETFFTNTFortinet$2,012,508$259,710 ▲14.8%20,9070.9%Computer and TechnologyFMHIFirst Trust Municipal High Income ETF$1,625,542$23,090 ▲1.4%34,0040.8%ManufacturingMMITNYLI MacKay Shields Municipal Intermediate ETF$1,592,178$68,650 ▲4.5%66,4240.7%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,492,789$33,308 ▲2.3%62,5650.7%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,151,933$30,943 ▲2.8%45,5670.5%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,150,951$23,158 ▲2.1%45,0290.5%ETFODFLOld Dominion Freight Line$1,150,374$49,966 ▲4.5%6,9530.5%TransportationIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,093,467$61,784 ▲6.0%43,2370.5%ETFDINOHF Sinclair$975,803$96,140 ▲10.9%29,6780.5%EnergyFIDELITY COVINGTON TRUST$906,353$1,943 ▼-0.2%28,9200.4%ENHANCED MIDIVWiShares S&P 500 Growth ETF$671,113$32,493 ▼-4.6%7,2290.3%ETFNUSCNuveen ESG Small-Cap ETF$585,938$498 ▲0.1%15,2830.3%ETFIVEiShares S&P 500 Value ETF$577,648$19,630 ▼-3.3%3,0310.3%ETFFIDELITY COVINGTON TRUST$541,096$18,987 ▲3.6%18,1820.3%ENHANCED INTLSUSCiShares ESG Aware USD Corporate Bond ETF$418,793$138 ▼0.0%18,1610.2%ManufacturingNUMVNuveen ESG Mid-Cap Value ETF$395,999$239 ▼-0.1%11,5760.2%ETFNUMGNuveen ESG Mid-Cap Growth ETF$370,419$1,030 ▼-0.3%8,6300.2%ETFVWOVanguard FTSE Emerging Markets ETF$274,140$6,517 ▼-2.3%6,0570.1%ETFABBVAbbVie$262,288$209 ▲0.1%1,2520.1%MedicalIJTiShares S&P Small-Cap 600 Growth ETF$247,685$10,211 ▼-4.0%1,9890.1%ETFPANWPalo Alto Networks$244,698$341 ▼-0.1%1,4340.1%Computer and TechnologyAMGNAmgen$243,1260.0%7800.1%MedicalESGEiShares ESG Aware MSCI EM ETF$235,616$280 ▼-0.1%6,7420.1%ManufacturingVVisa$234,2070.0%6680.1%Business ServicesNUDMNuveen ESG International Developed Markets Equity ETF$227,855$287 ▼-0.1%7,1540.1%ETFFIFiserv$210,451$662 ▼-0.3%9530.1%Business ServicesVTIVanguard Total Stock Market ETF$209,940$52,760 ▲33.6%7640.1%ETFIBMInternational Business Machines$207,6310.0%8350.1%Computer and TechnologyPAYXPaychex$203,705$154 ▼-0.1%1,3200.1%Business ServicesVRSNVeriSign$198,019$762 ▼-0.4%7800.1%Computer and TechnologyRTXRTX$183,8540.0%1,3880.1%AerospaceSPROTT PHYSICAL GOLD TR$175,6620.0%7,3010.1%UNITCTASCintas$170,6680.0%8300.1%Business ServicesIVViShares Core S&P 500 ETF$169,0800.0%3010.1%ETFOKEONEOK$168,508$794 ▼-0.5%1,6980.1%EnergySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$162,685$650 ▼-0.4%6,5100.1%ManufacturingNEENextEra Energy$159,786$71 ▲0.0%2,2540.1%UtilitiesCPRTCopart$155,509$226 ▲0.1%2,7480.1%Business ServicesTTTrane Technologies$148,582$337 ▲0.2%4410.1%ConstructionPJANInnovator U.S. Equity Power Buffer ETF - January$147,0940.0%3,5470.1%ETFTGTTarget$146,939$104 ▲0.1%1,4080.1%Retail/WholesaleEISiShares MSCI Israel ETF$146,607$146,607 ▲New Holding1,9720.1%ETFDSIiShares ESG MSCI KLD 400 ETF$138,766$307 ▼-0.2%1,3550.1%ETFMRKMerck & Co., Inc.$138,5890.0%1,5440.1%MedicalITGartner$138,514$420 ▲0.3%3300.1%Business ServicesSUSLiShares ESG MSCI USA Leaders ETF$136,242$3,737 ▼-2.7%1,4220.1%ManufacturingCHDChurch & Dwight$133,919$110 ▲0.1%1,2160.1%Consumer StaplesVOVanguard Mid-Cap ETF$122,758$44,193 ▲56.3%4750.1%ETFAGOAssured Guaranty$120,8730.0%1,3720.1%FinanceMCOMoody's$120,663$466 ▲0.4%2590.1%FinanceIJSiShares S&P Small-Cap 600 Value ETF$118,146$7,214 ▼-5.8%1,2120.1%ETFAAgilent Technologies$116,079$117 ▲0.1%9920.1%MedicalIWFiShares Russell 1000 Growth ETF$113,0210.0%3130.1%ETFNVDANVIDIA$109,294$2,169 ▲2.0%1,0080.1%Computer and TechnologyCRMSalesforce$103,050$20,127 ▼-16.3%3840.0%Computer and TechnologyVOOVanguard S&P 500 ETF$97,784$97,784 ▲New Holding1900.0%ETFINFYInfosys$92,213$9,417 ▼-9.3%5,0530.0%Computer and TechnologyPYPLPayPal$89,784$65 ▲0.1%1,3760.0%Computer and TechnologyUNHUnitedHealth Group$86,9430.0%1660.0%MedicalPPGPPG Industries$83,733$328 ▼-0.4%7660.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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