Evergreen Private Wealth
Latest statistics and disclosures from Evergreen Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMAT, CHKP, BRK.B, QEFA, MSFT, and represent 16.69% of Evergreen Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: CHKP (+$5.0M), ANET, EOG, IBDY, IBDX, PH, ENPH, MDLZ, XSOE, DLTR.
- Started 10 new stock positions in META, IBDX, IBDY, UBER, HACK, FMDE, FENI, EOG, WST, PH.
- Reduced shares in these 10 stocks: PJAN (-$7.2M), stock (-$5.4M), AMZN, IBTE, INFY, HCA, IBDQ, HON, INTU, ABG.
- Sold out of its positions in OUSM, BYND, BOX, Etf Managers Tr purefunds ise cy, ROBO, FTEC, CIBR, DIVI, GIL, UPXI.
- Evergreen Private Wealth was a net buyer of stock by $3.5M.
- Evergreen Private Wealth has $200M in assets under management (AUM), dropping by 7.62%.
- Central Index Key (CIK): 0002010098
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Portfolio Holdings for Evergreen Private Wealth
Evergreen Private Wealth holds 210 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applied Materials (AMAT) | 3.8 | $7.6M | -15% | 37k | 206.23 |
|
| Check Point Software Tech Lt Ord (CHKP) | 3.4 | $6.7M | +301% | 41k | 164.01 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $6.6M | 16k | 420.52 |
|
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 3.1 | $6.2M | +16% | 82k | 76.09 |
|
| Microsoft Corporation (MSFT) | 3.1 | $6.2M | -4% | 15k | 420.73 |
|
| Thermo Fisher Scientific (TMO) | 3.0 | $5.9M | +20% | 10k | 581.22 |
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $5.6M | -3% | 28k | 200.30 |
|
| Netflix (NFLX) | 2.7 | $5.5M | -19% | 9.0k | 607.31 |
|
| Amazon (AMZN) | 2.7 | $5.5M | -35% | 30k | 180.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $5.3M | -5% | 35k | 150.93 |
|
| Adobe Systems Incorporated (ADBE) | 2.6 | $5.3M | -6% | 10k | 504.58 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 2.4 | $4.9M | +88% | 165k | 29.46 |
|
| Dollar Tree (DLTR) | 2.4 | $4.8M | +58% | 36k | 133.15 |
|
| Zoetis Cl A (ZTS) | 2.3 | $4.6M | -7% | 27k | 169.21 |
|
| Waste Management (WM) | 2.3 | $4.6M | -22% | 21k | 213.15 |
|
| Intuit (INTU) | 2.3 | $4.5M | -32% | 7.0k | 650.02 |
|
| Huntington Bancshares Incorporated (HBAN) | 2.2 | $4.5M | +24% | 322k | 13.95 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 2.2 | $4.4M | +15% | 114k | 38.86 |
|
| Apple (AAPL) | 2.2 | $4.4M | +12% | 26k | 171.48 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.2 | $4.4M | +11% | 89k | 49.19 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.2 | $4.3M | +11% | 8.3k | 522.88 |
|
| Arista Networks (ANET) | 2.2 | $4.3M | +37125% | 15k | 289.98 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.2 | $4.3M | +30% | 41k | 105.03 |
|
| Hca Holdings (HCA) | 2.1 | $4.2M | -37% | 13k | 333.54 |
|
| Mondelez Intl Cl A (MDLZ) | 2.0 | $3.9M | +234% | 56k | 70.00 |
|
| Asbury Automotive (ABG) | 1.9 | $3.8M | -27% | 16k | 235.79 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.5 | $3.0M | -21% | 16k | 191.88 |
|
| EOG Resources (EOG) | 1.5 | $3.0M | NEW | 23k | 127.84 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.5 | $3.0M | +16% | 119k | 24.90 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.5 | $3.0M | +16% | 124k | 23.80 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.5 | $3.0M | +15% | 124k | 23.85 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 1.5 | $2.9M | NEW | 114k | 25.48 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.5 | $2.9M | NEW | 117k | 24.81 |
|
| Parker-Hannifin Corporation (PH) | 1.4 | $2.9M | NEW | 5.2k | 555.79 |
|
| 4068594 Enphase Energy (ENPH) | 1.4 | $2.8M | +15456% | 24k | 120.98 |
|
| At&t (T) | 1.4 | $2.8M | +108% | 161k | 17.60 |
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 1.4 | $2.8M | +27% | 149k | 18.93 |
|
| Fidelity Covington Trust High Yild Etf (FDHY) | 1.1 | $2.2M | +12% | 45k | 48.00 |
|
| Dbx Etf Tr Xtrack Mun Infra (RVNU) | 1.0 | $2.0M | +27% | 79k | 25.66 |
|
| Hf Sinclair Corp (DINO) | 0.8 | $1.6M | -42% | 26k | 60.37 |
|
| J.B. Hunt Transport Services (JBHT) | 0.8 | $1.6M | +30% | 7.8k | 199.24 |
|
| Prologis (PLD) | 0.8 | $1.5M | +30% | 12k | 130.22 |
|
| Kinder Morgan (KMI) | 0.8 | $1.5M | -40% | 84k | 18.34 |
|
| West Pharmaceutical Services (WST) | 0.8 | $1.5M | NEW | 3.9k | 395.71 |
|
| Vaneck Etf Trust Long Muni Etf (MLN) | 0.7 | $1.5M | +10863% | 82k | 18.01 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.7 | $1.4M | +16% | 59k | 24.51 |
|
| Equinix (EQIX) | 0.7 | $1.4M | +6% | 1.7k | 825.34 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.7 | $1.4M | +26% | 29k | 48.18 |
|
| Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 0.6 | $1.2M | +8% | 50k | 24.39 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.5 | $922k | +22% | 37k | 25.27 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.5 | $920k | +14% | 36k | 25.35 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.4 | $879k | +11% | 35k | 25.17 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $676k | -11% | 8.0k | 84.45 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.3 | $630k | +5% | 15k | 41.59 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $544k | 2.9k | 186.81 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.3 | $500k | +9% | 22k | 22.99 |
|
| Infosys Sponsored Adr (INFY) | 0.2 | $423k | -86% | 24k | 17.93 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.2 | $394k | +5% | 12k | 34.20 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $381k | +3% | 8.6k | 44.48 |
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.2 | $364k | NEW | 12k | 30.54 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.2 | $355k | -95% | 9.1k | 39.11 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $313k | -14% | 2.4k | 130.75 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $294k | -43% | 3.2k | 91.25 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $250k | NEW | 8.7k | 28.55 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $242k | -43% | 2.0k | 118.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $241k | +7% | 5.8k | 41.77 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $232k | -27% | 2.3k | 102.76 |
|
| Amgen (AMGN) | 0.1 | $222k | 781.00 | 284.32 |
|
|
| Abbvie (ABBV) | 0.1 | $222k | +4% | 1.2k | 182.09 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $221k | +10% | 7.1k | 31.07 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $217k | +18% | 6.7k | 32.23 |
|
| Merck & Co (MRK) | 0.1 | $204k | 1.5k | 131.95 |
|
|
| Visa Com Cl A (V) | 0.1 | $196k | 702.00 | 279.15 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $186k | +6% | 7.6k | 24.48 |
|
| Coca-Cola Company (KO) | 0.1 | $184k | +21% | 3.0k | 61.19 |
|
| Paychex (PAYX) | 0.1 | $162k | +11% | 1.3k | 122.77 |
|
| International Business Machines (IBM) | 0.1 | $160k | 835.00 | 190.96 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $158k | 301.00 | 525.57 |
|
|
| Copart (CPRT) | 0.1 | $158k | -9% | 2.7k | 57.92 |
|
| Home Depot (HD) | 0.1 | $156k | -2% | 406.00 | 383.86 |
|
| Gartner (IT) | 0.1 | $154k | -4% | 324.00 | 476.67 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $154k | -20% | 594.00 | 259.93 |
|
| Fiserv (FI) | 0.1 | $152k | -22% | 950.00 | 159.82 |
|
| Verisign (VRSN) | 0.1 | $148k | +32% | 782.00 | 189.51 |
|
| Cintas Corporation (CTAS) | 0.1 | $144k | -7% | 209.00 | 687.21 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $143k | +18% | 983.00 | 145.53 |
|
| Ishares Tr Ibonds Dec (IBMM) | 0.1 | $142k | -82% | 5.5k | 25.95 |
|
| salesforce (CRM) | 0.1 | $138k | 459.00 | 301.18 |
|
|
| Nextera Energy (NEE) | 0.1 | $138k | +25% | 2.2k | 63.92 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $138k | -5% | 1.5k | 93.85 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $138k | +22% | 1.4k | 100.81 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $137k | -40% | 2.0k | 67.86 |
|
| Oneok (OKE) | 0.1 | $137k | 1.7k | 80.18 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $135k | 1.4k | 97.53 |
|
|
| Church & Dwight (CHD) | 0.1 | $126k | +30% | 1.2k | 104.32 |
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| Assured Guaranty (AGO) | 0.1 | $120k | 1.4k | 87.25 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.1 | $118k | -85% | 4.5k | 26.46 |
|
| PPG Industries (PPG) | 0.1 | $112k | +14% | 772.00 | 144.96 |
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| Honeywell International (HON) | 0.1 | $111k | -95% | 539.00 | 205.28 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $106k | -14% | 313.00 | 337.05 |
|
| Moody's Corporation (MCO) | 0.1 | $100k | 254.00 | 393.12 |
|
|
| Ball Corporation (BALL) | 0.0 | $98k | -10% | 1.5k | 67.36 |
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| Advanced Micro Devices (AMD) | 0.0 | $91k | 504.00 | 180.49 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $89k | +26% | 1.3k | 66.99 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $86k | -5% | 1.6k | 54.23 |
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| Fortinet (FTNT) | 0.0 | $77k | +8% | 1.1k | 68.31 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $76k | 304.00 | 249.86 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $70k | 101.00 | 695.97 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $70k | 433.00 | 162.25 |
|
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $65k | 1.8k | 36.60 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $61k | 2.7k | 22.82 |
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|
| Crocs (CROX) | 0.0 | $58k | 400.00 | 143.80 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $57k | 188.00 | 305.03 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $57k | 383.00 | 147.73 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $56k | -97% | 2.2k | 24.81 |
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| Johnson & Johnson (JNJ) | 0.0 | $56k | 351.00 | 158.19 |
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| Nike CL B (NKE) | 0.0 | $54k | +21% | 579.00 | 93.99 |
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| Lam Research Corporation (LRCX) | 0.0 | $53k | 55.00 | 971.56 |
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| Oracle Corporation (ORCL) | 0.0 | $51k | 409.00 | 125.61 |
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| UnitedHealth (UNH) | 0.0 | $50k | 100.00 | 494.70 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $48k | 420.00 | 115.30 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $46k | 1.8k | 25.05 |
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| Corning Incorporated (GLW) | 0.0 | $44k | 1.3k | 32.97 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $42k | -26% | 390.00 | 107.60 |
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| TJX Companies (TJX) | 0.0 | $41k | 400.00 | 101.42 |
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| Pioneer Natural Resources (PXD) | 0.0 | $39k | 150.00 | 262.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $36k | 68.00 | 523.07 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.0 | $35k | 807.00 | 43.60 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $35k | 302.00 | 116.24 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $34k | 207.00 | 164.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $33k | +400% | 550.00 | 60.74 |
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| Qualcomm (QCOM) | 0.0 | $32k | 190.00 | 169.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $32k | 211.00 | 152.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $31k | 610.00 | 50.17 |
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| FTI Consulting (FCN) | 0.0 | $29k | 140.00 | 210.29 |
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| Caterpillar (CAT) | 0.0 | $29k | 80.00 | 366.43 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $27k | 524.00 | 52.26 |
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| Lowe's Companies (LOW) | 0.0 | $27k | 106.00 | 254.73 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $26k | 239.00 | 110.52 |
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| Teradyne (TER) | 0.0 | $26k | 230.00 | 112.83 |
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| Xpo Logistics Inc equity (XPO) | 0.0 | $26k | 210.00 | 122.03 |
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| United Rentals (URI) | 0.0 | $25k | 35.00 | 721.11 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $25k | 1.2k | 21.50 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $24k | 96.00 | 250.04 |
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| Costco Wholesale Corporation (COST) | 0.0 | $23k | 32.00 | 732.62 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.0 | $23k | 816.00 | 28.16 |
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| Danaher Corporation (DHR) | 0.0 | $23k | 92.00 | 249.72 |
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| Abbott Laboratories (ABT) | 0.0 | $23k | 201.00 | 113.66 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $22k | 863.00 | 25.69 |
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| Palo Alto Networks (PANW) | 0.0 | $22k | 78.00 | 284.13 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $22k | 54.00 | 399.09 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $21k | 150.00 | 139.01 |
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| Pepsi (PEP) | 0.0 | $18k | 105.00 | 175.01 |
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| Southwest Airlines (LUV) | 0.0 | $18k | 608.00 | 29.19 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $17k | 123.00 | 136.05 |
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| Dollar General (DG) | 0.0 | $16k | 104.00 | 156.06 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $16k | 217.00 | 72.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $16k | 74.00 | 210.30 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $14k | 41.00 | 346.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $12k | -26% | 60.00 | 205.72 |
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| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $12k | 390.00 | 31.31 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $11k | 210.00 | 53.76 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $11k | -47% | 220.00 | 50.74 |
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| Dbx Etf Tr Xtrckr Msci Us (USSG) | 0.0 | $11k | 224.00 | 49.36 |
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| Nice Sponsored Adr (NICE) | 0.0 | $11k | 41.00 | 260.61 |
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| American Tower Reit (AMT) | 0.0 | $10k | -38% | 51.00 | 197.59 |
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| Motorola Solutions Com New (MSI) | 0.0 | $9.9k | 28.00 | 354.96 |
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| Newmont Mining Corporation (NEM) | 0.0 | $9.7k | 270.00 | 35.84 |
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| Fmc Corp Com New (FMC) | 0.0 | $9.2k | 145.00 | 63.70 |
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| Verisk Analytics (VRSK) | 0.0 | $9.2k | 39.00 | 235.72 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $8.3k | 163.00 | 50.74 |
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| Msci (MSCI) | 0.0 | $7.8k | 14.00 | 560.43 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $7.8k | +97% | 85.00 | 91.80 |
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| Meta Platforms Cl A (META) | 0.0 | $7.3k | NEW | 15.00 | 485.60 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $6.9k | -99% | 288.00 | 23.97 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $6.1k | +21% | 45.00 | 136.16 |
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| Enerplus Corp (ERF) | 0.0 | $5.9k | -91% | 300.00 | 19.66 |
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| Sentinelone Cl A (S) | 0.0 | $5.8k | 250.00 | 23.31 |
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| McDonald's Corporation (MCD) | 0.0 | $5.6k | 20.00 | 281.95 |
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| Cigna Corp (CI) | 0.0 | $5.4k | 15.00 | 363.20 |
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| Deere & Company (DE) | 0.0 | $5.3k | 13.00 | 410.77 |
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| Tesla Motors (TSLA) | 0.0 | $5.3k | 30.00 | 175.80 |
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| Target Corporation (TGT) | 0.0 | $4.6k | -25% | 26.00 | 177.19 |
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| Rxo Common Stock (RXO) | 0.0 | $4.6k | 210.00 | 21.87 |
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| Verizon Communications (VZ) | 0.0 | $4.2k | 100.00 | 41.96 |
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| Teck Resources CL B (TECK) | 0.0 | $4.1k | 89.00 | 45.62 |
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| Global X Fds Global X Copper (COPX) | 0.0 | $3.8k | 89.00 | 42.57 |
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| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.0 | $3.6k | 142.00 | 25.08 |
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| Cisco Systems (CSCO) | 0.0 | $3.5k | 70.00 | 49.91 |
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| American Airls (AAL) | 0.0 | $3.1k | 200.00 | 15.35 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $2.7k | 30.00 | 88.67 |
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| Natural Grocers By Vitamin C (NGVC) | 0.0 | $2.5k | 140.00 | 18.05 |
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| Altria (MO) | 0.0 | $2.4k | 55.00 | 43.62 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $2.1k | 8.00 | 265.12 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $1.7k | 10.00 | 165.00 |
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| MercadoLibre (MELI) | 0.0 | $1.5k | 1.00 | 1512.00 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $1.0k | 50.00 | 20.94 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $833.000000 | 4.00 | 208.25 |
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| Organon &co Common Stock (OGN) | 0.0 | $789.999000 | 42.00 | 18.81 |
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| Uber Technologies (UBER) | 0.0 | $693.000000 | NEW | 9.00 | 77.00 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $641.000000 | NEW | 10.00 | 64.10 |
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| Lyft Cl A Com (LYFT) | 0.0 | $581.001000 | 30.00 | 19.37 |
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| First Solar (FSLR) | 0.0 | $506.000100 | -72% | 3.00 | 168.67 |
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| Bank of America Corporation (BAC) | 0.0 | $493.000300 | 13.00 | 37.92 |
|
|
| Walt Disney Company (DIS) | 0.0 | $489.000000 | 4.00 | 122.25 |
|
|
| Urban-gro Com New (UGRO) | 0.0 | $411.000000 | 300.00 | 1.37 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $235.000000 | 5.00 | 47.00 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $191.000000 | 5.00 | 38.20 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $51.000000 | 1.00 | 51.00 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $42.000000 | 3.00 | 14.00 |
|
Past Filings by Evergreen Private Wealth
SEC 13F filings are viewable for Evergreen Private Wealth going back to 2023
- Evergreen Private Wealth 2024 Q1 filed April 17, 2024
- Evergreen Private Wealth 2023 Q4 filed Feb. 8, 2024