Evergreen Private Wealth
Latest statistics and disclosures from Evergreen Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AMAT, NFLX, QEFA, JPM, and represent 19.12% of Evergreen Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: RVNU, GOOGL, ADBE, AAPL, FENI, FMDE, ZTS, AMD, FTNT, FMHI.
- Started 10 new stock positions in NMAX, QLYS, LULU, NB, DIS, IONQ, NEM, VRTX, ASM, SHOP.
- Reduced shares in these 10 stocks: VBR, MLN, ANET, NFLX, JPM, MSFT, CHKP, EIS, XSOE, BRK.B.
- Sold out of its positions in APD, AIG, ADI, APP, ADP, AVB, CI, CME, CVX, CFG.
- Evergreen Private Wealth was a net seller of stock by $-2.6M.
- Evergreen Private Wealth has $247M in assets under management (AUM), dropping by 3.36%.
- Central Index Key (CIK): 0002010098
Tip: Access up to 7 years of quarterly data
Positions held by Evergreen Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Evergreen Private Wealth
Evergreen Private Wealth holds 240 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $11M | +22% | 45k | 243.10 |
|
| Applied Materials (AMAT) | 3.8 | $9.4M | 46k | 204.74 |
|
|
| Netflix (NFLX) | 3.7 | $9.2M | -4% | 7.7k | 1198.88 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 3.7 | $9.0M | 103k | 87.91 |
|
|
| JPMorgan Chase & Co. (JPM) | 3.5 | $8.5M | -3% | 27k | 315.42 |
|
| Arista Networks Com Shs (ANET) | 3.4 | $8.5M | -5% | 58k | 145.71 |
|
| Check Point Software Tech Lt Ord (CHKP) | 3.4 | $8.4M | -2% | 40k | 206.91 |
|
| Microsoft Corporation (MSFT) | 3.4 | $8.3M | -2% | 16k | 517.94 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $8.0M | -2% | 16k | 502.74 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 3.2 | $7.9M | 77k | 102.99 |
|
|
| Apple (AAPL) | 2.9 | $7.0M | +3% | 28k | 254.63 |
|
| Amazon (AMZN) | 2.8 | $6.9M | 32k | 219.57 |
|
|
| Adobe Systems Incorporated (ADBE) | 2.7 | $6.6M | +34% | 19k | 352.74 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 2.7 | $6.6M | -2% | 175k | 37.94 |
|
| Thermo Fisher Scientific (TMO) | 2.5 | $6.2M | 13k | 485.03 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.5 | $6.2M | -2% | 11k | 546.75 |
|
| Huntington Bancshares Incorporated (HBAN) | 2.3 | $5.8M | -2% | 333k | 17.27 |
|
| Ross Stores (ROST) | 2.3 | $5.6M | 37k | 152.39 |
|
|
| Hca Holdings (HCA) | 2.2 | $5.5M | 13k | 426.20 |
|
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 2.2 | $5.3M | 121k | 44.01 |
|
|
| Intuit (INTU) | 2.1 | $5.2M | 7.7k | 682.88 |
|
|
| Waste Management (WM) | 2.0 | $5.0M | 23k | 220.83 |
|
|
| Zoetis Cl A (ZTS) | 2.0 | $4.9M | 34k | 146.32 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.0 | $4.9M | 98k | 49.46 |
|
|
| Dbx Etf Tr Xtrack Mun Infra (RVNU) | 1.9 | $4.6M | +199% | 187k | 24.67 |
|
| Mondelez Intl Cl A (MDLZ) | 1.7 | $4.3M | 69k | 62.47 |
|
|
| At&t (T) | 1.7 | $4.2M | -3% | 148k | 28.24 |
|
| Parker-Hannifin Corporation (PH) | 1.6 | $4.1M | 5.3k | 758.12 |
|
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.3 | $3.3M | 130k | 25.62 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.3 | $3.3M | 130k | 25.52 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.3 | $3.3M | 136k | 24.34 |
|
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 1.3 | $3.3M | 126k | 26.23 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.3 | $3.3M | 135k | 24.30 |
|
|
| Prologis (PLD) | 1.3 | $3.2M | 28k | 114.52 |
|
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 1.2 | $3.1M | 89k | 34.34 |
|
|
| EOG Resources (EOG) | 1.2 | $3.0M | 27k | 112.12 |
|
|
| Target Corporation (TGT) | 1.1 | $2.8M | 31k | 89.70 |
|
|
| Fidelity Covington Trust Enhanced High Yi (FDHY) | 1.0 | $2.5M | 50k | 49.30 |
|
|
| Kinder Morgan (KMI) | 0.9 | $2.2M | -2% | 76k | 28.31 |
|
| Fortinet (FTNT) | 0.9 | $2.1M | +2% | 25k | 84.08 |
|
| Hf Sinclair Corp (DINO) | 0.8 | $1.9M | -2% | 36k | 52.34 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.7 | $1.7M | 66k | 25.51 |
|
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.7 | $1.7M | +3% | 35k | 47.51 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.6 | $1.6M | 66k | 24.30 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.5 | $1.2M | +2% | 46k | 25.66 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.5 | $1.2M | 45k | 25.48 |
|
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.5 | $1.2M | +2% | 45k | 25.64 |
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.4 | $1.0M | +8% | 28k | 36.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $843k | +2% | 7.0k | 120.73 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.3 | $703k | +16% | 20k | 35.28 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $642k | +8% | 3.1k | 206.51 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $539k | -7% | 12k | 44.10 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $453k | -6% | 19k | 23.56 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $348k | -7% | 9.0k | 38.69 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $331k | +6% | 6.1k | 54.18 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $329k | -7% | 6.8k | 48.68 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $287k | +6% | 2.0k | 141.53 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $286k | +12% | 1.5k | 186.57 |
|
| Palo Alto Networks (PANW) | 0.1 | $256k | +7% | 1.3k | 203.62 |
|
| International Business Machines (IBM) | 0.1 | $246k | 872.00 | 282.16 |
|
|
| Abbvie (ABBV) | 0.1 | $231k | -3% | 999.00 | 231.61 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $231k | -2% | 1.4k | 167.28 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $222k | -6% | 5.1k | 43.42 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $216k | 7.3k | 29.62 |
|
|
| Amgen (AMGN) | 0.1 | $213k | 755.00 | 282.09 |
|
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $206k | -6% | 5.5k | 37.62 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $201k | 301.00 | 669.09 |
|
|
| Visa Com Cl A (V) | 0.1 | $179k | -3% | 524.00 | 341.60 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $171k | 1.4k | 125.95 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $170k | -5% | 517.00 | 328.14 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $168k | -5% | 6.6k | 25.31 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $166k | 1.4k | 117.04 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $162k | 3.5k | 45.80 |
|
|
| Verisign (VRSN) | 0.1 | $156k | -3% | 559.00 | 279.62 |
|
| Corning Incorporated (GLW) | 0.1 | $152k | 1.9k | 82.04 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $148k | +97% | 912.00 | 161.79 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $147k | 313.00 | 468.41 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $137k | +6% | 1.2k | 110.59 |
|
| Paychex (PAYX) | 0.1 | $134k | -2% | 1.1k | 126.72 |
|
| Trane Technologies SHS (TT) | 0.1 | $131k | -6% | 311.00 | 421.96 |
|
| Cintas Corporation (CTAS) | 0.1 | $129k | -4% | 626.00 | 205.41 |
|
| Nextera Energy (NEE) | 0.1 | $128k | -7% | 1.7k | 75.49 |
|
| Merck & Co (MRK) | 0.1 | $126k | 1.5k | 83.96 |
|
|
| Assured Guaranty (AGO) | 0.0 | $116k | 1.4k | 84.65 |
|
|
| Oneok (OKE) | 0.0 | $113k | -4% | 1.5k | 72.99 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $112k | -5% | 872.00 | 128.41 |
|
| Oracle Corporation (ORCL) | 0.0 | $104k | 370.00 | 281.12 |
|
|
| Fiserv (FI) | 0.0 | $99k | 771.00 | 128.93 |
|
|
| Copart (CPRT) | 0.0 | $99k | -3% | 2.2k | 44.97 |
|
| salesforce (CRM) | 0.0 | $94k | 395.00 | 237.00 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $93k | 967.00 | 95.88 |
|
|
| Moody's Corporation (MCO) | 0.0 | $90k | -5% | 189.00 | 476.81 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $89k | 304.00 | 293.74 |
|
|
| Church & Dwight (CHD) | 0.0 | $88k | -5% | 1.0k | 87.60 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $87k | 770.00 | 112.75 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $82k | 188.00 | 435.91 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $82k | 631.00 | 129.72 |
|
|
| Gartner (IT) | 0.0 | $78k | +4% | 297.00 | 262.87 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $74k | 1.8k | 42.02 |
|
|
| PPG Industries (PPG) | 0.0 | $72k | -4% | 688.00 | 105.11 |
|
| Paypal Holdings (PYPL) | 0.0 | $71k | -4% | 1.1k | 67.06 |
|
| TJX Companies (TJX) | 0.0 | $68k | 473.00 | 144.54 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $66k | +2% | 431.00 | 153.66 |
|
| Meta Platforms Cl A (META) | 0.0 | $65k | +64% | 89.00 | 734.38 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $63k | 68.00 | 925.63 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $63k | 2.7k | 23.47 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $61k | 420.00 | 145.65 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $60k | -7% | 323.00 | 185.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $58k | +9% | 238.00 | 243.55 |
|
| UnitedHealth (UNH) | 0.0 | $57k | 166.00 | 345.30 |
|
|
| Ball Corporation (BALL) | 0.0 | $53k | 1.0k | 50.42 |
|
|
| Caterpillar (CAT) | 0.0 | $50k | +10% | 104.00 | 477.15 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $48k | -16% | 1.1k | 45.10 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $45k | 68.00 | 666.18 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $40k | 207.00 | 194.50 |
|
|
| Tesla Motors (TSLA) | 0.0 | $38k | -22% | 86.00 | 444.72 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $37k | -23% | 350.00 | 106.49 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.0 | $36k | 807.00 | 44.42 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $35k | 32.00 | 1078.59 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $35k | +4% | 340.00 | 101.37 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $34k | 123.00 | 279.29 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $34k | +2% | 141.00 | 238.17 |
|
| Crocs (CROX) | 0.0 | $33k | 400.00 | 83.55 |
|
|
| United Rentals (URI) | 0.0 | $33k | 35.00 | 954.66 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $30k | 96.00 | 309.74 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $30k | 66.00 | 447.23 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $28k | 239.00 | 118.83 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $27k | -12% | 201.00 | 133.94 |
|
| Lowe's Companies (LOW) | 0.0 | $27k | 106.00 | 251.31 |
|
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.0 | $26k | 816.00 | 32.14 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $26k | +162% | 84.00 | 303.89 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $25k | 378.00 | 65.26 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $24k | -24% | 470.00 | 50.90 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $24k | +500% | 600.00 | 39.19 |
|
| Broadcom (AVGO) | 0.0 | $23k | 70.00 | 329.91 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $21k | 60.00 | 355.47 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $20k | 752.00 | 26.81 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $19k | 60.00 | 323.58 |
|
|
| Deere & Company (DE) | 0.0 | $19k | +215% | 41.00 | 457.27 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $18k | 302.00 | 59.92 |
|
|
| Walt Disney Company (DIS) | 0.0 | $18k | NEW | 158.00 | 114.50 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $18k | 74.00 | 241.96 |
|
|
| Newsmax Com Shs Class B (NMAX) | 0.0 | $17k | NEW | 1.3k | 12.40 |
|
| Southwest Airlines (LUV) | 0.0 | $16k | 508.00 | 31.91 |
|
|
| Qualys (QLYS) | 0.0 | $15k | NEW | 115.00 | 132.33 |
|
| AmerisourceBergen (COR) | 0.0 | $15k | 48.00 | 312.52 |
|
|
| McKesson Corporation (MCK) | 0.0 | $14k | 18.00 | 772.56 |
|
|
| Pepsi (PEP) | 0.0 | $14k | -7% | 97.00 | 141.08 |
|
| Quanta Services (PWR) | 0.0 | $14k | 33.00 | 414.42 |
|
|
| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $14k | 220.00 | 61.35 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $13k | 95.00 | 139.17 |
|
|
| AutoZone (AZO) | 0.0 | $13k | 3.00 | 4290.33 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $13k | 28.00 | 457.29 |
|
|
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $11k | 390.00 | 28.75 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $11k | +7% | 56.00 | 196.00 |
|
| Ge Aerospace Com New (GE) | 0.0 | $11k | +12% | 36.00 | 300.83 |
|
| Booking Holdings (BKNG) | 0.0 | $11k | 2.00 | 5399.50 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $11k | +36% | 15.00 | 698.00 |
|
| Verisk Analytics (VRSK) | 0.0 | $9.8k | 39.00 | 251.51 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $9.1k | 50.00 | 182.42 |
|
|
| Nvent Electric SHS (NVT) | 0.0 | $8.4k | 85.00 | 98.64 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $8.1k | 23.00 | 351.26 |
|
|
| Msci (MSCI) | 0.0 | $7.9k | 14.00 | 567.43 |
|
|
| Doordash Cl A (DASH) | 0.0 | $7.9k | 29.00 | 272.00 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $7.8k | 17.00 | 456.00 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $7.6k | 73.00 | 103.66 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $7.4k | NEW | 50.00 | 148.62 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $6.8k | 70.00 | 97.63 |
|
|
| Ge Vernova (GEV) | 0.0 | $6.8k | 11.00 | 614.91 |
|
|
| Itt (ITT) | 0.0 | $6.6k | 37.00 | 178.76 |
|
|
| Nice Sponsored Adr (NICE) | 0.0 | $5.9k | 41.00 | 144.78 |
|
|
| Natural Grocers By Vitamin C (NGVC) | 0.0 | $5.9k | 147.00 | 40.00 |
|
|
| CNO Financial (CNO) | 0.0 | $5.9k | 148.00 | 39.55 |
|
|
| Primerica (PRI) | 0.0 | $5.8k | 21.00 | 277.57 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $5.7k | NEW | 32.00 | 177.94 |
|
| Global X Fds Global X Copper (COPX) | 0.0 | $5.3k | 89.00 | 60.02 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $4.8k | 25.00 | 192.76 |
|
|
| Cisco Systems (CSCO) | 0.0 | $4.8k | -27% | 70.00 | 68.41 |
|
| Niocorp Devs Com New (NB) | 0.0 | $4.7k | NEW | 710.00 | 6.68 |
|
| Pulte (PHM) | 0.0 | $4.6k | 35.00 | 132.14 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $4.6k | 55.00 | 83.82 |
|
|
| Sentinelone Cl A (S) | 0.0 | $4.4k | 250.00 | 17.61 |
|
|
| Micron Technology (MU) | 0.0 | $4.4k | 26.00 | 167.31 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $4.3k | 27.00 | 159.89 |
|
|
| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.0 | $4.3k | 142.00 | 29.95 |
|
|
| Uber Technologies (UBER) | 0.0 | $4.2k | 43.00 | 97.98 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $4.1k | 23.00 | 178.13 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $4.0k | 30.00 | 133.90 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $4.0k | 3.00 | 1318.00 |
|
|
| Old Republic International Corporation (ORI) | 0.0 | $3.9k | -2% | 93.00 | 42.47 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $3.9k | 43.00 | 91.74 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.9k | NEW | 10.00 | 391.60 |
|
| Teck Resources CL B (TECK) | 0.0 | $3.9k | 89.00 | 43.74 |
|
|
| Servicenow (NOW) | 0.0 | $3.7k | 4.00 | 920.25 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $3.6k | 17.00 | 214.59 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $3.6k | 14.00 | 258.36 |
|
|
| Hubbell (HUBB) | 0.0 | $3.4k | 8.00 | 430.25 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $3.4k | +25% | 10.00 | 337.50 |
|
| Oge Energy Corp (OGE) | 0.0 | $3.3k | -34% | 71.00 | 46.27 |
|
| Nike CL B (NKE) | 0.0 | $3.2k | +2200% | 46.00 | 69.74 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $3.1k | 123.00 | 25.19 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $3.0k | 12.00 | 254.08 |
|
|
| Constellation Energy (CEG) | 0.0 | $3.0k | 9.00 | 329.11 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $2.9k | 11.00 | 259.45 |
|
|
| Intel Corporation (INTC) | 0.0 | $2.8k | 83.00 | 33.55 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $2.8k | 29.00 | 95.48 |
|
|
| Williams Companies (WMB) | 0.0 | $2.7k | 43.00 | 63.35 |
|
|
| Simon Property (SPG) | 0.0 | $2.6k | 14.00 | 187.64 |
|
|
| Univest Corp. of PA (UVSP) | 0.0 | $2.6k | 87.00 | 30.02 |
|
|
| Rush Enterprises CL B (RUSHB) | 0.0 | $2.6k | 45.00 | 57.42 |
|
|
| Buckle (BKE) | 0.0 | $2.5k | 43.00 | 58.65 |
|
|
| Capital One Financial (COF) | 0.0 | $2.3k | 11.00 | 212.55 |
|
|
| MercadoLibre (MELI) | 0.0 | $2.3k | 1.00 | 2337.00 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $2.2k | 27.00 | 82.52 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $2.2k | 14.00 | 158.93 |
|
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $2.2k | 42.00 | 52.79 |
|
|
| Boeing Company (BA) | 0.0 | $2.2k | 10.00 | 215.80 |
|
|
| Lincoln Electric Holdings (LECO) | 0.0 | $2.1k | -71% | 9.00 | 235.78 |
|
| Tenaya Therapeutics (TNYA) | 0.0 | $2.0k | 1.3k | 1.62 |
|
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $1.9k | -51% | 62.00 | 31.35 |
|
| Strategy Cl A New (MSTR) | 0.0 | $1.9k | 6.00 | 322.17 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $1.8k | NEW | 30.00 | 61.50 |
|
| Phillips 66 (PSX) | 0.0 | $1.8k | -45% | 13.00 | 136.00 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.5k | -30% | 32.00 | 47.25 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.3k | NEW | 16.00 | 84.31 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $1.2k | 50.00 | 24.64 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $1.2k | 10.00 | 121.40 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.1k | 4.00 | 281.75 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $868.000000 | 10.00 | 86.80 |
|
|
| AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $851.002200 | NEW | 162.00 | 5.25 |
|
| Terawulf (WULF) | 0.0 | $742.001000 | 65.00 | 11.42 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $693.000000 | 5.00 | 138.60 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $671.000200 | 13.00 | 51.62 |
|
|
| First Solar (FSLR) | 0.0 | $662.000100 | 3.00 | 220.67 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $196.000000 | -89% | 5.00 | 39.20 |
|
| Urban-gro Com New (UGRO) | 0.0 | $123.990000 | 300.00 | 0.41 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $57.000000 | 1.00 | 57.00 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $45.999900 | 3.00 | 15.33 |
|
|
| Infosys Sponsored Adr (INFY) | 0.0 | $0 | 0 | 0.00 |
|
|
| Honeywell International (HON) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Evergreen Private Wealth
SEC 13F filings are viewable for Evergreen Private Wealth going back to 2023
- Evergreen Private Wealth 2025 Q3 filed Oct. 24, 2025
- Evergreen Private Wealth 2025 Q2 filed July 16, 2025
- Evergreen Private Wealth 2025 Q1 filed May 2, 2025
- Evergreen Private Wealth 2024 Q4 filed Feb. 7, 2025
- Evergreen Private Wealth 2024 Q3 filed Nov. 1, 2024
- Evergreen Private Wealth 2024 Q1 filed April 17, 2024
- Evergreen Private Wealth 2023 Q4 filed Feb. 8, 2024