Evergreen Wealth Management

Evergreen Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Evergreen Wealth Management

Evergreen Wealth Management holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 6.3 $11M 54k 195.83
Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $10M 36k 289.81
Vanguard Whitehall Fds High Div Yld (VYM) 5.1 $8.6M 67k 127.59
Amazon (AMZN) 4.7 $7.9M 36k 219.39
Vanguard Bd Index Fds Long Term Bond (BLV) 4.1 $6.9M 101k 68.43
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.0 $6.7M 117k 57.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.0 $6.7M 15k 453.29
Markel Corporation (MKL) 3.7 $6.2M 3.6k 1726.17
Meta Platforms Cl A (META) 3.7 $6.2M 11k 585.51
Alphabet Cap Stk Cl A (GOOGL) 3.4 $5.8M 31k 189.30
Vanguard Bd Index Fds Intermed Term (BIV) 3.2 $5.4M 72k 74.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.1 $5.3M 27k 197.49
PIMCO Corporate Opportunity Fund (PTY) 2.5 $4.3M 300k 14.37
Diamond Hill Invt Group Com New (DHIL) 2.5 $4.2M 27k 155.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $4.1M 21k 198.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $3.7M 47k 77.27
Anthem (ELV) 2.1 $3.6M 9.7k 368.89
Microsoft Corporation (MSFT) 2.1 $3.6M 8.4k 421.50
Visa Com Cl A (V) 2.0 $3.4M 11k 316.05
Apple (AAPL) 1.9 $3.2M 13k 250.43
Johnson & Johnson (JNJ) 1.9 $3.2M 22k 144.62
Paypal Holdings (PYPL) 1.8 $3.1M 36k 85.35
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.8 $3.1M 11k 280.06
Lockheed Martin Corporation (LMT) 1.8 $3.0M 6.2k 485.94
JPMorgan Chase & Co. (JPM) 1.5 $2.5M 10k 239.71
Cisco Systems (CSCO) 1.4 $2.4M 41k 59.20
Vanguard Index Fds Growth Etf (VUG) 1.4 $2.3M 5.7k 410.42
Medtronic SHS (MDT) 1.3 $2.1M 27k 79.88
Vanguard Index Fds Value Etf (VTV) 1.2 $2.1M 12k 169.30
Qualcomm (QCOM) 1.1 $1.9M 12k 153.62
Starbucks Corporation (SBUX) 1.0 $1.7M 18k 91.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $1.6M 29k 57.41
Chevron Corporation (CVX) 1.0 $1.6M 11k 144.83
Nexstar Media Group Common Stock (NXST) 1.0 $1.6M 10k 157.97
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.6M 8.5k 190.43
Booking Holdings (BKNG) 0.9 $1.6M 313.00 4961.23
Fidelity National Information Services (FIS) 0.9 $1.5M 19k 80.77
NVIDIA Corporation (NVDA) 0.8 $1.3M 9.9k 134.30
UnitedHealth (UNH) 0.8 $1.3M 2.6k 505.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $1.3M 8.1k 161.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $1.3M 48k 27.32
Amgen (AMGN) 0.8 $1.3M 4.9k 260.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $1.2M 4.9k 253.74
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $1.1M 9.8k 114.48
The Trade Desk Com Cl A (TTD) 0.6 $954k 8.1k 117.53
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.6 $944k 2.2k 434.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $900k 20k 44.04
NVR (NVR) 0.5 $899k 110.00 8174.36
Valero Energy Corporation (VLO) 0.5 $842k 6.9k 122.58
O'reilly Automotive (ORLY) 0.3 $571k 481.00 1186.33
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $558k 9.5k 58.93
Wal-Mart Stores (WMT) 0.3 $542k 6.0k 90.35
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $407k 1.00 406584.00