Evergreen Wealth Management, LLC Top Holdings and 13F Report (2024) → Everybody laughed when he recommended Netflix (From Stansberry Research) (Ad) About Evergreen Wealth Management, LLCInvestment ActivityEvergreen Wealth Management, LLC has $147.73 million in total holdings as of March 31, 2024.Evergreen Wealth Management, LLC owns shares of 55 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 0.16% of the portfolio was purchased this quarter.This quarter, Evergreen Wealth Management, LLC has purchased 55 new stocks and bought additional shares in 1 stock.Evergreen Wealth Management, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $8,233,663Vanguard High Dividend Yield ETF $8,041,140Vanguard Short-Term Bond ETF $6,833,898Vanguard Total Stock Market ETF $6,550,069Amazon.com $6,152,117 Largest Purchases this Quarter Walmart 4,000 shares (about $240.68K) 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$8,233,6630.0%45,0895.6%ETFVYMVanguard High Dividend Yield ETF$8,041,1400.0%66,4615.4%ETFBSVVanguard Short-Term Bond ETF$6,833,8980.0%89,1344.6%ETFVTIVanguard Total Stock Market ETF$6,550,0690.0%25,2024.4%ETFAMZNAmazon.com$6,152,1170.0%34,1064.2%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$6,141,3990.0%106,1424.2%ETFMETAMeta Platforms$5,926,0910.0%12,2044.0%Computer and TechnologyBRK.BBerkshire Hathaway$5,089,3060.0%12,1023.4%FinanceMKLMarkel Group$4,842,3760.0%3,1833.3%Multi-Sector ConglomeratesGOOGLAlphabet$4,442,5810.0%29,4353.0%Computer and TechnologyAVGOBroadcom$4,191,0450.0%3,1622.8%Computer and TechnologyBLVVanguard Long-Term Bond ETF$4,176,5130.0%57,7422.8%ETFBIVVanguard Intermediate-Term Bond ETF$4,015,2410.0%53,2532.7%ETFPTYPIMCO Corporate & Income Opportunity Fund$3,890,0810.0%261,6062.6%FinanceMSFTMicrosoft$3,751,1030.0%8,9162.5%Computer and TechnologyVBRVanguard Small-Cap Value ETF$3,700,9870.0%19,2882.5%ETFVBKVanguard Small-Cap Growth ETF$3,240,2500.0%12,4282.2%ETFVVisa$2,739,2320.0%9,8151.9%Business ServicesTSMTaiwan Semiconductor Manufacturing$2,669,7350.0%19,6231.8%Computer and TechnologyEXPDExpeditors International of Washington$2,636,4850.0%21,6871.8%TransportationQCOMQUALCOMM$2,578,4600.0%15,2301.7%Computer and TechnologyDHILDiamond Hill Investment Group$2,515,4610.0%16,3161.7%FinanceVTVVanguard Value ETF$2,491,0470.0%15,2961.7%ETFLMTLockheed Martin$2,448,5710.0%5,3831.7%AerospaceJPMJPMorgan Chase & Co.$2,300,9510.0%11,4881.6%FinanceVUGVanguard Growth ETF$2,240,3400.0%6,5091.5%ETFBACBank of America$2,063,6280.0%54,4211.4%FinanceELVElevance Health$2,040,4690.0%3,9351.4%MedicalAAPLApple$2,026,3740.0%11,8171.4%Computer and TechnologyFISFidelity National Information Services$1,743,6990.0%23,5061.2%Business ServicesMDTMedtronic$1,670,2730.0%19,1651.1%MedicalPYPLPayPal$1,632,8220.0%24,3741.1%Financial ServicesJNJJohnson & Johnson$1,608,2620.0%10,1671.1%MedicalVLOValero Energy$1,583,8410.0%9,2791.1%Oils/EnergyVOEVanguard Mid-Cap Value ETF$1,570,6370.0%10,0741.1%ETFCSCOCisco Systems$1,466,3650.0%29,3801.0%Computer and TechnologyXOMExxon Mobil$1,452,4100.0%12,4951.0%Oils/EnergySCHDSchwab US Dividend Equity ETF$1,448,5200.0%17,9651.0%ETFAMGNAmgen$1,391,0110.0%4,8920.9%MedicalVOTVanguard Mid-Cap Growth ETF$1,292,6540.0%5,4820.9%ETFGOOGAlphabet$1,280,8760.0%8,4120.9%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,203,9100.0%20,5270.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,147,7050.0%9,8230.8%ETFBRK.ABerkshire Hathaway$1,070,8840.0%20.7%FinanceUNHUnitedHealth Group$1,004,9950.0%2,0320.7%MedicalBKNGBooking$971,7440.0%2680.7%Retail/WholesaleOXYOccidental Petroleum$860,3990.0%13,2390.6%Oils/EnergyVWOVanguard FTSE Emerging Markets ETF$849,4480.0%20,3360.6%ETFORLYO'Reilly Automotive$829,9470.0%7350.6%Retail/WholesaleENBEnbridge$814,5150.0%22,5130.6%Oils/EnergyNVRNVR$763,6920.0%940.5%ConstructionULTAUlta Beauty$757,2530.0%1,4480.5%Retail/WholesaleVXUSVanguard Total International Stock ETF$588,6480.0%9,7620.4%ETFVBVanguard Small-Cap ETF$397,6090.0%1,7390.3%ETFWMTWalmart$361,020$240,680 ▲200.0%6,0000.2%Retail/WholesaleShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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