Evergreen Wealth Management, LLC Top Holdings and 13F Report (2024) About Evergreen Wealth Management, LLCInvestment ActivityEvergreen Wealth Management, LLC has $178.30 million in total holdings as of September 30, 2024.Evergreen Wealth Management, LLC owns shares of 50 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 8.72% of the portfolio was purchased this quarter.About 7.63% of the portfolio was sold this quarter.This quarter, Evergreen Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 26 stocks.Evergreen Wealth Management, LLC sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $12,519,183Vanguard Total Stock Market ETF $11,417,580Vanguard High Dividend Yield ETF $9,273,570Vanguard Long-Term Bond ETF $8,946,835Amazon.com $8,408,282 Largest New Holdings this Quarter 46817M107 - Jackson Financial $736,779 Holding Largest Purchases this Quarter Walt Disney 33,302 shares (about $4.13M)Regeneron Pharmaceuticals 4,783 shares (about $2.51M)Amazon.com 7,602 shares (about $1.67M)Vanguard Long-Term Bond ETF 22,736 shares (about $1.58M)Alphabet 8,137 shares (about $1.43M) Largest Sales this Quarter Vanguard Total Stock Market ETF 3,627 shares (about $1.10M)Apple 3,840 shares (about $787.92K)Berkshire Hathaway 1,457 shares (about $707.76K)Diamond Hill Investment Group 3,994 shares (about $580.39K)Cisco Systems 7,616 shares (about $528.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$12,519,183$159,642 ▼-1.3%61,1687.0%ETFVTIVanguard Total Stock Market ETF$11,417,580$1,102,368 ▼-8.8%37,5666.4%ETFVYMVanguard High Dividend Yield ETF$9,273,570$300,880 ▲3.4%69,5645.2%ETFBLVVanguard Long-Term Bond ETF$8,946,835$1,581,066 ▲21.5%128,6575.0%ETFAMZNAmazon.com$8,408,282$1,667,791 ▲24.7%38,3264.7%Retail/WholesaleDISWalt Disney$6,896,768$4,129,752 ▲149.2%55,6153.9%Consumer DiscretionaryBIVVanguard Intermediate-Term Bond ETF$6,771,901$956,388 ▲16.4%87,5603.8%ETFMKLMarkel Group$6,771,505$359,549 ▼-5.0%3,3903.8%Multi-Sector ConglomeratesMETAMeta Platforms$6,732,684$54,617 ▲0.8%9,1223.8%Computer and TechnologyGOOGLAlphabet$6,579,328$1,433,974 ▲27.9%37,3343.7%Computer and TechnologyBRK.BBerkshire Hathaway$6,332,946$707,763 ▼-10.1%13,0373.6%FinanceTSMTaiwan Semiconductor Manufacturing$6,052,350$286,061 ▼-4.5%26,7223.4%Computer and TechnologyREGNRegeneron Pharmaceuticals$5,479,161$2,511,195 ▲84.6%10,4363.1%MedicalELVElevance Health$5,035,913$596,281 ▲13.4%12,9472.8%MedicalPTYPimco Corporate & Income Opportunity Fund$4,552,273$127,110 ▲2.9%327,2662.6%FinanceMSFTMicrosoft$4,250,727$24,870 ▲0.6%8,5462.4%Computer and TechnologyBSVVanguard Short-Term Bond ETF$3,817,829$86,649 ▼-2.2%48,5112.1%ETFVVisa$3,714,555$24,499 ▲0.7%10,4622.1%Business ServicesJNJJohnson & Johnson$3,307,734$102,646 ▼-3.0%21,6551.9%MedicalKASPI KZ JSC$3,200,792$100,001 ▲3.2%37,7051.8%SPONSORED ADSLMTLockheed Martin$2,944,194$27,789 ▲1.0%6,3571.7%AerospaceVEUVanguard FTSE All-World ex-US ETF$2,910,658$53,045 ▼-1.8%43,5681.6%ETFPYPLPayPal$2,605,695$33,221 ▲1.3%35,0601.5%Business ServicesJPMJPMorgan Chase & Co.$2,426,456$19,133 ▲0.8%8,3701.4%FinanceCSCOCisco Systems$2,405,542$528,398 ▼-18.0%34,6721.3%Computer and TechnologyVUGVanguard Growth ETF$2,386,639$57,869 ▼-2.4%5,4441.3%ETFMDTMedtronic$2,371,693$26,674 ▲1.1%27,2081.3%MedicalVTVVanguard Value ETF$2,102,091$51,783 ▼-2.4%11,8941.2%ETFNVDANVIDIA$2,092,138$500,837 ▲31.5%13,2421.2%Computer and TechnologyQCOMQUALCOMM$1,966,479$12,900 ▲0.7%12,3481.1%Computer and TechnologyAMGNAmgen$1,846,199$517,114 ▼-21.9%6,6121.0%MedicalGOOGAlphabet$1,840,849$490,680 ▲36.3%10,3771.0%Computer and TechnologyCVXChevron$1,833,912$9,450 ▲0.5%12,8081.0%EnergyFISFidelity National Information Services$1,563,857$4,722 ▲0.3%19,2100.9%Business ServicesDHILDiamond Hill Investment Group$1,544,404$580,387 ▼-27.3%10,6280.9%FinanceBKNGBooking$1,537,996$92,511 ▼-5.7%2660.9%Retail/WholesaleTTDTrade Desk$1,393,275$151,609 ▲12.2%19,3540.8%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,391,058$31,593 ▼-2.2%7,1330.8%ETFVOTVanguard Mid-Cap Growth ETF$1,330,755$32,423 ▼-2.4%4,6790.7%ETFVOEVanguard Mid-Cap Value ETF$1,288,324$31,739 ▼-2.4%7,8340.7%ETFSCHDSchwab US Dividend Equity ETF$1,248,454$2,968 ▼-0.2%47,1110.7%ETFAAPLApple$1,163,617$787,919 ▼-40.4%5,6710.7%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$1,039,094$25,479 ▼-2.4%3,7520.6%ETFULTAUlta Beauty$1,035,941$14,973 ▲1.5%2,2140.6%Retail/WholesaleUNHUnitedHealth Group$994,443$4,679 ▲0.5%3,1880.6%MedicalNVRNVR$801,368$14,704 ▲1.9%1090.4%ConstructionJXNJackson Financial$736,779$736,779 ▲New Holding8,2980.4%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$636,184$10,885 ▼-1.7%4,7340.4%ETFVWOVanguard FTSE Emerging Markets ETF$487,815$7,913 ▼-1.6%9,8630.3%ETFVXUSVanguard Total International Stock ETF$315,723$5,734 ▼-1.8%4,5700.2%ETFJEPIJPMorgan Equity Premium Income ETF$0$6,880,835 ▼-100.0%00.0%ETFWMTWalmart$0$526,740 ▼-100.0%00.0%Retail/WholesaleORLYO'Reilly Automotive$0$368,480 ▼-100.0%00.0%Retail/WholesaleCBChubb$0$200,089 ▼-100.0%00.0%FinanceShowing 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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