Evergreen Wealth Management

Evergreen Wealth Management as of March 31, 2025

Portfolio Holdings for Evergreen Wealth Management

Evergreen Wealth Management holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 7.2 $12M 62k 193.99
Vanguard Index Fds Total Stk Mkt (VTI) 6.8 $11M 41k 274.84
Vanguard Whitehall Fds High Div Yld (VYM) 5.2 $8.7M 67k 128.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $7.7M 15k 532.59
Vanguard Bd Index Fds Long Term Bond (BLV) 4.5 $7.5M 106k 70.42
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.1 $6.9M 120k 57.14
Markel Corporation (MKL) 4.0 $6.7M 3.6k 1869.80
Amazon (AMZN) 3.5 $5.8M 31k 190.26
Vanguard Bd Index Fds Intermed Term (BIV) 3.4 $5.8M 75k 76.57
Meta Platforms Cl A (META) 3.1 $5.2M 9.0k 576.39
Anthem (ELV) 3.0 $5.0M 11k 434.97
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.8 $4.6M 28k 166.00
PIMCO Corporate Opportunity Fund (PTY) 2.7 $4.6M 318k 14.46
Alphabet Cap Stk Cl A (GOOGL) 2.7 $4.5M 29k 154.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.3 $3.9M 50k 78.28
Johnson & Johnson (JNJ) 2.2 $3.7M 22k 165.84
Visa Com Cl A (V) 2.2 $3.6M 10k 350.47
Regeneron Pharmaceuticals (REGN) 2.1 $3.6M 5.7k 634.26
Kaspi Kz Jsc Sponsored Ads (KSPI) 2.0 $3.4M 37k 92.85
Microsoft Corporation (MSFT) 1.9 $3.2M 8.5k 375.41
Lockheed Martin Corporation (LMT) 1.7 $2.8M 6.3k 446.68
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.6 $2.7M 44k 60.50
Amgen (AMGN) 1.6 $2.6M 8.5k 311.54
Cisco Systems (CSCO) 1.6 $2.6M 42k 61.71
Medtronic SHS (MDT) 1.4 $2.4M 27k 89.86
Paypal Holdings (PYPL) 1.3 $2.3M 35k 65.25
Walt Disney Company (DIS) 1.3 $2.2M 22k 98.70
Chevron Corporation (CVX) 1.3 $2.1M 13k 167.29
Apple (AAPL) 1.3 $2.1M 9.5k 222.14
Vanguard Index Fds Value Etf (VTV) 1.3 $2.1M 12k 172.74
Diamond Hill Invt Group Com New (DHIL) 1.2 $2.1M 15k 142.84
Vanguard Index Fds Growth Etf (VUG) 1.2 $2.1M 5.6k 370.83
JPMorgan Chase & Co. (JPM) 1.2 $2.0M 8.3k 245.29
Qualcomm (QCOM) 1.1 $1.9M 12k 153.61
UnitedHealth (UNH) 1.0 $1.7M 3.2k 523.81
Fidelity National Information Services (FIS) 0.9 $1.4M 19k 74.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.4M 7.3k 186.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $1.3M 47k 27.96
Booking Holdings (BKNG) 0.8 $1.3M 282.00 4611.62
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $1.3M 8.0k 160.54
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.2M 7.6k 156.23
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $1.2M 4.8k 244.62
NVIDIA Corporation (NVDA) 0.7 $1.1M 10k 108.38
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $968k 3.8k 251.79
The Trade Desk Com Cl A (TTD) 0.6 $944k 17k 54.72
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $800k 2.2k 366.59
NVR (NVR) 0.5 $775k 107.00 7238.53
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $557k 4.8k 115.60
Wal-Mart Stores (WMT) 0.3 $527k 6.0k 87.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $454k 10k 45.26
O'reilly Automotive (ORLY) 0.2 $369k 257.00 1433.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $289k 4.7k 62.09
Chubb (CB) 0.1 $200k 663.00 301.79