Evergreen Private Wealth
Latest statistics and disclosures from Evergreen Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CHKP, AMAT, BRK.B, QEFA, NFLX, and represent 16.90% of Evergreen Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: ROST, PLD, ODFL, FMDE, ULTA, ADBE, MLN, CHKP, ZTS, MDLZ.
- Started 14 new stock positions in CHRD, PHYS, WMT, KTOS, VEU, HDEF, VRP, NVDA, ODFL, DECK. TT, BR, ROST, FBTC.
- Reduced shares in these 10 stocks: DLTR, EQIX, JBHT, INFY, PJAN, IJK, IJJ, KO, IXUS, IBMM.
- Sold out of its positions in AMT, Enerplus Corp, FMC, FCN, GXO, LRCX, NEM, Pioneer Natural Resources, QCOM, RXO. TER, XPO.
- Evergreen Private Wealth was a net buyer of stock by $7.2M.
- Evergreen Private Wealth has $216M in assets under management (AUM), dropping by 8.06%.
- Central Index Key (CIK): 0002010098
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Portfolio Holdings for Evergreen Private Wealth
Evergreen Private Wealth holds 212 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Check Point Software Tech Lt Ord (CHKP) | 3.8 | $8.1M | +3% | 42k | 192.81 |
|
| Applied Materials (AMAT) | 3.5 | $7.6M | 38k | 202.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $7.4M | +2% | 16k | 460.26 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 3.1 | $6.8M | +2% | 84k | 80.48 |
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| Netflix (NFLX) | 3.0 | $6.5M | 9.2k | 709.25 |
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| Thermo Fisher Scientific (TMO) | 3.0 | $6.5M | +3% | 11k | 618.60 |
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| Microsoft Corporation (MSFT) | 3.0 | $6.5M | +3% | 15k | 430.31 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $6.1M | 29k | 210.86 |
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| Apple (AAPL) | 2.8 | $6.0M | 26k | 233.00 |
|
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| Arista Networks (ANET) | 2.8 | $5.9M | +3% | 16k | 383.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $5.9M | 35k | 165.85 |
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| Amazon (AMZN) | 2.7 | $5.7M | 31k | 186.33 |
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| Adobe Systems Incorporated (ADBE) | 2.7 | $5.7M | +6% | 11k | 517.76 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 2.6 | $5.7M | +3% | 171k | 33.03 |
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| Zoetis Cl A (ZTS) | 2.6 | $5.6M | +4% | 29k | 195.38 |
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| Hca Holdings (HCA) | 2.4 | $5.2M | 13k | 406.43 |
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| Huntington Bancshares Incorporated (HBAN) | 2.3 | $4.9M | +3% | 333k | 14.70 |
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| Ross Stores (ROST) | 2.3 | $4.9M | NEW | 32k | 150.51 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 2.2 | $4.8M | +2% | 117k | 41.40 |
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| Waste Management (WM) | 2.1 | $4.5M | +2% | 22k | 207.60 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.1 | $4.5M | 41k | 109.33 |
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| Intuit (INTU) | 2.1 | $4.5M | +3% | 7.2k | 620.97 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.1 | $4.4M | 88k | 50.28 |
|
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| Mondelez Intl Cl A (MDLZ) | 2.0 | $4.4M | +6% | 59k | 73.67 |
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| Asbury Automotive (ABG) | 1.8 | $3.9M | +2% | 17k | 238.60 |
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| At&t (T) | 1.7 | $3.8M | +6% | 171k | 22.00 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.7 | $3.7M | +15% | 9.5k | 389.12 |
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| Parker-Hannifin Corporation (PH) | 1.6 | $3.4M | +2% | 5.3k | 631.78 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.5 | $3.2M | +2% | 16k | 200.78 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.4 | $3.0M | 119k | 25.53 |
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| Prologis (PLD) | 1.4 | $3.0M | +103% | 24k | 126.28 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 1.4 | $3.0M | 125k | 24.37 |
|
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 1.4 | $3.0M | 114k | 26.40 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.4 | $3.0M | 117k | 25.71 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 1.4 | $3.0M | 124k | 24.30 |
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| EOG Resources (EOG) | 1.4 | $3.0M | +3% | 24k | 122.93 |
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| Kraneshares Trust Quadrtc Int Rt (IVOL) | 1.4 | $2.9M | 152k | 19.25 |
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| 4068594 Enphase Energy (ENPH) | 1.2 | $2.6M | -2% | 23k | 113.02 |
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| Fidelity Covington Trust High Yild Etf (FDHY) | 1.0 | $2.2M | 45k | 49.31 |
|
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| Dbx Etf Tr Xtrack Mun Infra (RVNU) | 1.0 | $2.1M | +3% | 81k | 26.13 |
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| Kinder Morgan (KMI) | 0.9 | $1.8M | 84k | 22.09 |
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| Vaneck Etf Trust Long Muni Etf (MLN) | 0.8 | $1.8M | +22% | 100k | 18.30 |
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| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.7 | $1.5M | 60k | 25.40 |
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|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.7 | $1.5M | +3% | 30k | 49.40 |
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| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.6 | $1.4M | +11% | 55k | 24.60 |
|
| Old Dominion Freight Line (ODFL) | 0.6 | $1.3M | NEW | 6.6k | 198.64 |
|
| Hf Sinclair Corp (DINO) | 0.5 | $1.2M | 26k | 44.57 |
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| West Pharmaceutical Services (WST) | 0.5 | $1.2M | 3.9k | 300.17 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.4 | $948k | 37k | 25.65 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.4 | $944k | +6% | 37k | 25.45 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.4 | $939k | 37k | 25.63 |
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| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.4 | $898k | +134% | 28k | 32.16 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $714k | -6% | 7.5k | 95.76 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.3 | $653k | 15k | 42.84 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $600k | +4% | 3.0k | 197.17 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $506k | -2% | 21k | 23.79 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.2 | $497k | +87% | 16k | 30.28 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.2 | $426k | 12k | 36.84 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $387k | 8.6k | 44.82 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $287k | +4% | 6.0k | 47.85 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $283k | -15% | 2.0k | 139.52 |
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| Amgen (AMGN) | 0.1 | $251k | 780.00 | 322.36 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $246k | 6.8k | 36.41 |
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| Abbvie (ABBV) | 0.1 | $246k | +2% | 1.2k | 197.54 |
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| Palo Alto Networks (PANW) | 0.1 | $244k | +816% | 715.00 | 341.80 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $240k | 7.1k | 33.65 |
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| Target Corporation (TGT) | 0.1 | $219k | +5296% | 1.4k | 155.86 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $192k | 7.6k | 25.16 |
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| Nextera Energy (NEE) | 0.1 | $189k | +3% | 2.2k | 84.53 |
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| International Business Machines (IBM) | 0.1 | $185k | 835.00 | 221.08 |
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| Visa Com Cl A (V) | 0.1 | $183k | -5% | 666.00 | 275.05 |
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| Paychex (PAYX) | 0.1 | $177k | 1.3k | 134.20 |
|
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| Merck & Co (MRK) | 0.1 | $175k | 1.5k | 113.56 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $174k | 301.00 | 576.64 |
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| Fiserv (FI) | 0.1 | $172k | 957.00 | 179.65 |
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| Cintas Corporation (CTAS) | 0.1 | $171k | +297% | 831.00 | 205.95 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $168k | 1.4k | 121.16 |
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| Trane Technologies SHS (TT) | 0.1 | $167k | NEW | 429.00 | 388.73 |
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| Gartner (IT) | 0.1 | $166k | 327.00 | 506.76 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $162k | -3% | 572.00 | 283.20 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $160k | -69% | 7.2k | 22.27 |
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| Oneok (OKE) | 0.1 | $155k | 1.7k | 91.15 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $149k | NEW | 7.3k | 20.38 |
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| Verisign (VRSN) | 0.1 | $148k | 781.00 | 189.96 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $148k | 1.5k | 101.52 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $148k | 1.4k | 108.79 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $147k | 989.00 | 148.51 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $147k | -60% | 3.5k | 41.32 |
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| Copart (CPRT) | 0.1 | $144k | 2.7k | 52.40 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $138k | -43% | 1.3k | 107.66 |
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| Church & Dwight (CHD) | 0.1 | $127k | 1.2k | 104.75 |
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| salesforce (CRM) | 0.1 | $126k | 459.00 | 273.71 |
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| Moody's Corporation (MCO) | 0.1 | $122k | 257.00 | 474.74 |
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| NVIDIA Corporation (NVDA) | 0.1 | $120k | NEW | 988.00 | 121.49 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $118k | 313.00 | 375.38 |
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| Assured Guaranty (AGO) | 0.1 | $109k | 1.4k | 79.52 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $108k | -63% | 1.2k | 91.89 |
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| Paypal Holdings (PYPL) | 0.0 | $107k | +3% | 1.4k | 78.03 |
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| PPG Industries (PPG) | 0.0 | $101k | 759.00 | 132.38 |
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| Ball Corporation (BALL) | 0.0 | $99k | 1.5k | 67.91 |
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| UnitedHealth (UNH) | 0.0 | $97k | +66% | 166.00 | 584.68 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $92k | -63% | 746.00 | 123.62 |
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| Fortinet (FTNT) | 0.0 | $88k | 1.1k | 77.55 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $80k | 304.00 | 263.83 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $76k | +115% | 650.00 | 117.22 |
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| Honeywell International (HON) | 0.0 | $76k | -31% | 368.00 | 206.75 |
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| Procter & Gamble Company (PG) | 0.0 | $75k | 433.00 | 173.20 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $68k | 1.8k | 38.31 |
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| Bristol Myers Squibb (BMY) | 0.0 | $66k | -20% | 1.3k | 51.74 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $65k | 188.00 | 345.65 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $63k | 2.7k | 23.51 |
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| Corning Incorporated (GLW) | 0.0 | $61k | 1.3k | 45.16 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $59k | 383.00 | 154.02 |
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| Crocs (CROX) | 0.0 | $58k | 400.00 | 144.81 |
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| Johnson & Johnson (JNJ) | 0.0 | $57k | 351.00 | 162.06 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $53k | 420.00 | 125.62 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $52k | -6% | 2.1k | 25.10 |
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| Advanced Micro Devices (AMD) | 0.0 | $52k | -36% | 319.00 | 164.08 |
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| Oracle Corporation (ORCL) | 0.0 | $51k | -26% | 301.00 | 170.40 |
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| Deckers Outdoor Corporation (DECK) | 0.0 | $50k | NEW | 312.00 | 159.45 |
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| TJX Companies (TJX) | 0.0 | $47k | 400.00 | 117.54 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $46k | 1.8k | 25.21 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $42k | 390.00 | 108.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $39k | 68.00 | 573.76 |
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| Broadridge Financial Solutions (BR) | 0.0 | $37k | NEW | 174.00 | 215.03 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $37k | 207.00 | 179.30 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.0 | $37k | 807.00 | 45.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $35k | 211.00 | 167.19 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $32k | 610.00 | 52.81 |
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| Caterpillar (CAT) | 0.0 | $31k | 80.00 | 391.12 |
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| Lowe's Companies (LOW) | 0.0 | $29k | 106.00 | 270.85 |
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| United Rentals (URI) | 0.0 | $28k | 35.00 | 809.74 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $28k | 239.00 | 116.96 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $28k | 524.00 | 53.07 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $27k | 96.00 | 281.38 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $27k | 150.00 | 177.36 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $27k | 54.00 | 491.28 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $26k | 1.2k | 22.11 |
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| Danaher Corporation (DHR) | 0.0 | $26k | 92.00 | 278.02 |
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| Kla Corp Com New (KLAC) | 0.0 | $25k | -68% | 32.00 | 774.41 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.0 | $25k | 816.00 | 30.20 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $24k | -31% | 378.00 | 62.32 |
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| Abbott Laboratories (ABT) | 0.0 | $23k | 201.00 | 114.01 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $23k | 863.00 | 26.27 |
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| Costco Wholesale Corporation (COST) | 0.0 | $22k | -21% | 25.00 | 886.52 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $22k | -84% | 303.00 | 72.63 |
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| Ishares Tr Ibonds Dec (IBMM) | 0.0 | $21k | -84% | 822.00 | 26.09 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $21k | 123.00 | 173.67 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $21k | -82% | 799.00 | 26.67 |
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| Pepsi (PEP) | 0.0 | $18k | 105.00 | 170.05 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $16k | 74.00 | 220.89 |
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| Southwest Airlines (LUV) | 0.0 | $15k | -16% | 508.00 | 29.63 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $15k | 60.00 | 243.07 |
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| Motorola Solutions Com New (MSI) | 0.0 | $13k | 28.00 | 449.64 |
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| Dbx Etf Tr Xtrckr Msci Us (USSG) | 0.0 | $12k | 220.00 | 53.27 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $11k | 220.00 | 51.27 |
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| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $11k | 390.00 | 28.09 |
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| Verisk Analytics (VRSK) | 0.0 | $10k | 39.00 | 267.95 |
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| Meta Platforms Cl A (META) | 0.0 | $8.6k | 15.00 | 572.47 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $8.3k | 163.00 | 50.94 |
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| Msci (MSCI) | 0.0 | $8.2k | 14.00 | 582.93 |
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| Tesla Motors (TSLA) | 0.0 | $7.8k | 30.00 | 261.63 |
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| Nice Sponsored Adr (NICE) | 0.0 | $7.1k | 41.00 | 173.66 |
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| Dollar General (DG) | 0.0 | $7.0k | -20% | 83.00 | 84.57 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $6.9k | 45.00 | 152.87 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $6.8k | +650% | 30.00 | 225.77 |
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| McDonald's Corporation (MCD) | 0.0 | $6.1k | 20.00 | 304.50 |
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| Sentinelone Cl A (S) | 0.0 | $6.0k | 250.00 | 23.92 |
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| Deere & Company (DE) | 0.0 | $5.4k | 13.00 | 417.31 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $5.3k | -63% | 15.00 | 353.47 |
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| Cigna Corp (CI) | 0.0 | $5.2k | 15.00 | 346.47 |
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| Teck Resources CL B (TECK) | 0.0 | $4.6k | 89.00 | 52.06 |
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| Verizon Communications (VZ) | 0.0 | $4.5k | 100.00 | 44.91 |
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| Natural Grocers By Vitamin C (NGVC) | 0.0 | $4.4k | +5% | 147.00 | 29.69 |
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| Global X Fds Global X Copper (COPX) | 0.0 | $4.2k | 89.00 | 47.44 |
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| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.0 | $4.0k | 142.00 | 28.30 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $3.9k | -49% | 43.00 | 91.81 |
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| Cisco Systems (CSCO) | 0.0 | $3.7k | 70.00 | 53.21 |
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| Chord Energy Corporation Com New (CHRD) | 0.0 | $3.6k | NEW | 28.00 | 130.21 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $3.4k | 30.00 | 111.87 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $3.0k | -55% | 127.00 | 24.00 |
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| Altria (MO) | 0.0 | $2.8k | 55.00 | 51.04 |
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| Equinix (EQIX) | 0.0 | $2.7k | -99% | 3.00 | 887.67 |
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| American Airls (AAL) | 0.0 | $2.2k | 200.00 | 11.24 |
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| MercadoLibre (MELI) | 0.0 | $2.1k | 1.00 | 2052.00 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $1.4k | 8.00 | 178.12 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $1.3k | 10.00 | 126.80 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $1.0k | 50.00 | 20.52 |
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| Organon &co Common Stock (OGN) | 0.0 | $802.998000 | 42.00 | 19.12 |
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| First Solar (FSLR) | 0.0 | $747.999900 | 3.00 | 249.33 |
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| Dollar Tree (DLTR) | 0.0 | $703.000000 | -99% | 10.00 | 70.30 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $683.000000 | 10.00 | 68.30 |
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| Uber Technologies (UBER) | 0.0 | $675.999900 | 9.00 | 75.11 |
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| Bank of America Corporation (BAC) | 0.0 | $515.999900 | 13.00 | 39.69 |
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| Urban-gro Com New (UGRO) | 0.0 | $414.000000 | 300.00 | 1.38 |
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| Walt Disney Company (DIS) | 0.0 | $385.000000 | 4.00 | 96.25 |
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| Lyft Cl A Com (LYFT) | 0.0 | $383.001000 | 30.00 | 12.77 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $372.000000 | -99% | 2.00 | 186.00 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $250.000000 | 5.00 | 50.00 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $221.000000 | 5.00 | 44.20 |
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| Nike CL B (NKE) | 0.0 | $191.000000 | -99% | 2.00 | 95.50 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $130.000000 | -99% | 2.00 | 65.00 |
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| Wal-Mart Stores (WMT) | 0.0 | $81.000000 | NEW | 1.00 | 81.00 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $63.000000 | NEW | 1.00 | 63.00 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $56.000000 | NEW | 1.00 | 56.00 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $54.000000 | 1.00 | 54.00 |
|
|
| Kratos Defense &sec Solutio Com New (KTOS) | 0.0 | $47.000000 | NEW | 2.00 | 23.50 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $44.000100 | 3.00 | 14.67 |
|
|
| Coca-Cola Company (KO) | 0.0 | $42.000000 | -99% | 1.00 | 42.00 |
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.0 | $27.000000 | NEW | 1.00 | 27.00 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $24.000000 | NEW | 1.00 | 24.00 |
|
| Home Depot (HD) | 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 2024 Q3 filed Nov. 1, 2024
- Evergreen Private Wealth 2024 Q1 filed April 17, 2024
- Evergreen Private Wealth 2023 Q4 filed Feb. 8, 2024