The Analysis of Evergreen Private Wealth LLC's Holdings

Currently, Evergreen Private Wealth LLC holds 240 types of securities in its portfolio with a total value $246.7M. In the most recent quarter, they have increased their positions in RVNU (+124.1K shares, valued at $3.1M), GOOGL (+8.2K shares, valued at $2.0M), ADBE (+4.8K shares, valued at $1.7M); decreased their positions in ANET (-3.1K shares, valued at $458.0K), NFLX (-377 shares, valued at $452.0K), JPM (-1.1K shares, valued at $331.2K); initiated new positions in DIS (+158 shares, valued at $18.1K), NMAX (+1.3K shares, valued at $16.7K), QLYS (+115 shares, valued at $15.2K); completely sold out of INFY (previously valued at $81.5K), HON (previously valued at $38.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOGL ALPHABET INC45.3K shares22.17%2025-09-302025-10-24

AMAT APPLIED MATLS INC46.1K shares-0.73%2025-09-302025-10-24

NFLX NETFLIX INC7.7K shares-4.70%2025-09-302025-10-24

QEFA SPDR INDEX SHS FDS102.7K shares-1.15%2025-09-302025-10-24

JPM JPMORGAN CHASE &CO.27.0K shares-3.74%2025-09-302025-10-24

ANET ARISTA NETWORKS INC58.3K shares-5.11%2025-09-302025-10-24

CHKP CHECK POINT SOFTWARE TECH LT40.4K shares-2.54%2025-09-302025-10-24

MSFT MICROSOFT CORP16.0K shares-2.91%2025-09-302025-10-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL15.9K shares-2.18%2025-09-302025-10-24

TLH ISHARES TR77.0K shares-0.98%2025-09-302025-10-24

AAPL APPLE INC27.7K shares3.31%2025-09-302025-10-24

AMZN AMAZON COM INC31.5K shares-1.93%2025-09-302025-10-24

ADBE ADOBE INC18.8K shares34.30%2025-09-302025-10-24

XSOE WISDOMTREE TR174.8K shares-2.64%2025-09-302025-10-24

TMO THERMO FISHER SCIENTIFIC INC12.8K shares0.23%2025-09-302025-10-24

ULTA ULTA BEAUTY INC11.3K shares-2.23%2025-09-302025-10-24

Sponsored

HBAN HUNTINGTON BANCSHARES INC333.2K shares-2.13%2025-09-302025-10-24

ROST ROSS STORES INC36.8K shares0.80%2025-09-302025-10-24

HCA HCA HEALTHCARE INC13.0K shares-1.90%2025-09-302025-10-24

FSMD FIDELITY COVINGTON TRUST120.8K shares-1.79%2025-09-302025-10-24

INTU INTUIT7.7K shares-1.79%2025-09-302025-10-24

WM WASTE MGMT INC DEL22.5K shares-0.83%2025-09-302025-10-24

ZTS ZOETIS INC33.5K shares1.58%2025-09-302025-10-24

BNDX VANGUARD CHARLOTTE FDS98.4K shares-0.69%2025-09-302025-10-24

Sponsored

RVNU DBX ETF TR186.5K shares199.08%2025-09-302025-10-24

MDLZ MONDELEZ INTL INC68.7K shares0.67%2025-09-302025-10-24

T AT&T INC148.4K shares-3.90%2025-09-302025-10-24

PH PARKER-HANNIFIN CORP5.3K shares-1.84%2025-09-302025-10-24

IBDX ISHARES TR129.6K shares-0.79%2025-09-302025-10-24

IBDT ISHARES TR130.1K shares-0.73%2025-09-302025-10-24

IBDS ISHARES TR135.7K shares-0.73%2025-09-302025-10-24

IBDY ISHARES TR125.8K shares-1.03%2025-09-302025-10-24

Sponsored

IBDR ISHARES TR135.3K shares-0.69%2025-09-302025-10-24

PLD PROLOGIS INC.28.1K shares0.16%2025-09-302025-10-24

EUFN ISHARES TR89.2K shares-1.96%2025-09-302025-10-24

EOG EOG RES INC26.9K shares-0.73%2025-09-302025-10-24

TGT TARGET CORP30.8K shares-0.06%2025-09-302025-10-24

FDHY FIDELITY COVINGTON TRUST50.0K shares-0.57%2025-09-302025-10-24

KMI KINDER MORGAN INC DEL76.0K shares-2.52%2025-09-302025-10-24

FTNT FORTINET INC25.4K shares2.86%2025-09-302025-10-24

Sponsored

DINO HF SINCLAIR CORP35.9K shares-2.26%2025-09-302025-10-24

EMLC VANECK ETF TRUST65.7K shares-1.05%2025-09-302025-10-24

FMHI FIRST TR EXCH TRADED FD III34.9K shares3.35%2025-09-302025-10-24

MMIT NEW YORK LIFE INVTS ACTIVE E65.7K shares-0.01%2025-09-302025-10-24

IBMO ISHARES TR45.8K shares2.64%2025-09-302025-10-24

IBMP ISHARES TR45.4K shares1.56%2025-09-302025-10-24

IBMQ ISHARES TR45.1K shares2.93%2025-09-302025-10-24

FMDE FIDELITY COVINGTON TRUST28.4K shares8.17%2025-09-302025-10-24

Sponsored

IVW ISHARES TR7.0K shares2.33%2025-09-302025-10-24

FENI FIDELITY COVINGTON TRUST19.9K shares16.50%2025-09-302025-10-24

IVE ISHARES TR3.1K shares8.29%2025-09-302025-10-24

NUSC NUSHARES ETF TR12.2K shares-7.02%2025-09-302025-10-24

SUSC ISHARES TR19.2K shares-6.09%2025-09-302025-10-24

NUMV NUSHARES ETF TR9.0K shares-7.04%2025-09-302025-10-24

VWO VANGUARD INTL EQUITY INDEX F6.1K shares6.66%2025-09-302025-10-24

NUMG NUSHARES ETF TR6.8K shares-7.28%2025-09-302025-10-24

Sponsored

IJT ISHARES TR2.0K shares6.86%2025-09-302025-10-24

NVDA NVIDIA CORPORATION1.5K shares12.13%2025-09-302025-10-24

PANW PALO ALTO NETWORKS INC1.3K shares7.25%2025-09-302025-10-24

IBM INTERNATIONAL BUSINESS MACHS872 shares1.63%2025-09-302025-10-24

ABBV ABBVIE INC999 shares-3.66%2025-09-302025-10-24

RTX RTX CORPORATION1.4K shares-2.27%2025-09-302025-10-24

ESGE ISHARES INC5.1K shares-6.82%2025-09-302025-10-24

PHYS SPROTT ASSET MANAGEMENT LP7.3K shares0.00%2025-09-302025-10-24

Sponsored

AMGN AMGEN INC755 shares0.00%2025-09-302025-10-24

NUDM NUSHARES ETF TR5.5K shares-6.53%2025-09-302025-10-24

IVV ISHARES TR301 shares0.00%2025-09-302025-10-24

V VISA INC524 shares-3.68%2025-09-302025-10-24

DSI ISHARES TR1.4K shares0.00%2025-09-302025-10-24

VTI VANGUARD INDEX FDS517 shares-5.14%2025-09-302025-10-24

SUSB ISHARES TR6.6K shares-5.78%2025-09-302025-10-24

SUSL ISHARES TR1.4K shares-0.28%2025-09-302025-10-24

Sponsored

PJAN INNOVATOR ETFS TRUST3.5K shares0.00%2025-09-302025-10-24

VRSN VERISIGN INC559 shares-3.45%2025-09-302025-10-24

GLW CORNING INC1.9K shares0.00%2025-09-302025-10-24

AMD ADVANCED MICRO DEVICES INC912 shares97.40%2025-09-302025-10-24

IWF ISHARES TR313 shares0.00%2025-09-302025-10-24

IJS ISHARES TR1.2K shares6.27%2025-09-302025-10-24

PAYX PAYCHEX INC1.1K shares-2.58%2025-09-302025-10-24

TT TRANE TECHNOLOGIES PLC311 shares-6.04%2025-09-302025-10-24

Sponsored

CTAS CINTAS CORP626 shares-4.43%2025-09-302025-10-24

NEE NEXTERA ENERGY INC1.7K shares-7.85%2025-09-302025-10-24

MRK MERCK &CO INC1.5K shares0.00%2025-09-302025-10-24

AGO ASSURED GUARANTY LTD1.4K shares0.00%2025-09-302025-10-24

OKE ONEOK INC NEW1.5K shares-4.38%2025-09-302025-10-24

A AGILENT TECHNOLOGIES INC872 shares-5.83%2025-09-302025-10-24

ORCL ORACLE CORP370 shares0.00%2025-09-302025-10-24

FI FISERV INC771 shares0.52%2025-09-302025-10-24

Sponsored

CPRT COPART INC2.2K shares-3.04%2025-09-302025-10-24

CRM SALESFORCE INC395 shares0.00%2025-09-302025-10-24

IJK ISHARES TR967 shares0.10%2025-09-302025-10-24

MCO MOODYS CORP189 shares-5.97%2025-09-302025-10-24

VO VANGUARD INDEX FDS304 shares0.00%2025-09-302025-10-24

CHD CHURCH &DWIGHT CO INC1.0K shares-5.01%2025-09-302025-10-24

XOM EXXON MOBIL CORP770 shares0.00%2025-09-302025-10-24

VOOG VANGUARD ADMIRAL FDS INC188 shares0.00%2025-09-302025-10-24

Sponsored

IJJ ISHARES TR631 shares0.00%2025-09-302025-10-24

IT GARTNER INC297 shares4.58%2025-09-302025-10-24

PDEC INNOVATOR ETFS TRUST1.8K shares0.00%2025-09-302025-10-24

PPG PPG INDS INC688 shares-4.84%2025-09-302025-10-24

PYPL PAYPAL HLDGS INC1.1K shares-4.62%2025-09-302025-10-24

TJX TJX COS INC NEW473 shares0.00%2025-09-302025-10-24

PG PROCTER AND GAMBLE CO431 shares2.86%2025-09-302025-10-24

META META PLATFORMS INC89 shares64.81%2025-09-302025-10-24

Sponsored

COST COSTCO WHSL CORP NEW68 shares0.00%2025-09-302025-10-24

IBDU ISHARES TR2.7K shares0.00%2025-09-302025-10-24

ITOT ISHARES TR420 shares0.00%2025-09-302025-10-24

JNJ JOHNSON &JOHNSON323 shares-7.98%2025-09-302025-10-24

GOOG ALPHABET INC238 shares9.17%2025-09-302025-10-24

UNH UNITEDHEALTH GROUP INC166 shares0.00%2025-09-302025-10-24

BALL BALL CORP1.0K shares0.00%2025-09-302025-10-24

CAT CATERPILLAR INC104 shares10.64%2025-09-302025-10-24

Sponsored

BMY BRISTOL-MYERS SQUIBB CO1.1K shares-16.56%2025-09-302025-10-24

SPY SPDR S&P 500 ETF TR68 shares0.00%2025-09-302025-10-24

QUAL ISHARES TR207 shares0.00%2025-09-302025-10-24

TSLA TESLA INC86 shares-22.52%2025-09-302025-10-24

MUB ISHARES TR350 shares-23.41%2025-09-302025-10-24

FIXD FIRST TR EXCHNG TRADED FD VI807 shares0.00%2025-09-302025-10-24

KLAC KLA CORP32 shares0.00%2025-09-302025-10-24

DECK DECKERS OUTDOOR CORP340 shares4.94%2025-09-302025-10-24

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD123 shares0.00%2025-09-302025-10-24

BR BROADRIDGE FINL SOLUTIONS IN141 shares2.92%2025-09-302025-10-24

CROX CROCS INC400 shares0.00%2025-09-302025-10-24

URI UNITED RENTALS INC35 shares0.00%2025-09-302025-10-24

AJG GALLAGHER ARTHUR J &CO96 shares0.00%2025-09-302025-10-24

ISRG INTUITIVE SURGICAL INC66 shares0.00%2025-09-302025-10-24

IJR ISHARES TR239 shares0.00%2025-09-302025-10-24

ABT ABBOTT LABS201 shares-12.23%2025-09-302025-10-24

Sponsored

LOW LOWES COS INC106 shares0.00%2025-09-302025-10-24

UAPR INNOVATOR ETFS TRUST816 shares0.00%2025-09-302025-10-24

MCD MCDONALDS CORP84 shares162.50%2025-09-302025-10-24

IJH ISHARES TR378 shares0.00%2025-09-302025-10-24

HYD VANECK ETF TRUST470 shares-24.68%2025-09-302025-10-24

CMG CHIPOTLE MEXICAN GRILL INC600 shares500.00%2025-09-302025-10-24

AVGO BROADCOM INC70 shares0.00%2025-09-302025-10-24

GLD SPDR GOLD TR60 shares0.00%2025-09-302025-10-24

Sponsored

IBMN ISHARES TR752 shares0.00%2025-09-302025-10-24

RCL ROYAL CARIBBEAN GROUP60 shares0.00%2025-09-302025-10-24

DE DEERE &CO41 shares215.38%2025-09-302025-10-24

VEA VANGUARD TAX-MANAGED FDS302 shares0.00%2025-09-302025-10-24

DIS DISNEY WALT CO158 sharesnew addition2025-09-302025-10-24

IWM ISHARES TR74 shares0.00%2025-09-302025-10-24

NMAX NEWSMAX INC1.3K sharesnew addition2025-09-302025-10-24

LUV SOUTHWEST AIRLS CO508 shares0.00%2025-09-302025-10-24

Sponsored

QLYS QUALYS INC115 sharesnew addition2025-09-302025-10-24

COR CENCORA INC48 shares0.00%2025-09-302025-10-24

MCK MCKESSON CORP18 shares0.00%2025-09-302025-10-24

PEP PEPSICO INC97 shares-7.62%2025-09-302025-10-24

PWR QUANTA SVCS INC33 shares0.00%2025-09-302025-10-24

USSG DBX ETF TR220 shares0.00%2025-09-302025-10-24

XLV SELECT SECTOR SPDR TR95 shares0.00%2025-09-302025-10-24

AZO AUTOZONE INC3 shares0.00%2025-09-302025-10-24

Sponsored

MSI MOTOROLA SOLUTIONS INC28 shares0.00%2025-09-302025-10-24

DRLL EA SERIES TRUST390 shares0.00%2025-09-302025-10-24

IYW ISHARES TR56 shares7.69%2025-09-302025-10-24

GE GE AEROSPACE36 shares12.50%2025-09-302025-10-24

BKNG BOOKING HOLDINGS INC2 shares0.00%2025-09-302025-10-24

SPOT SPOTIFY TECHNOLOGY S A15 shares36.36%2025-09-302025-10-24

VRSK VERISK ANALYTICS INC39 shares0.00%2025-09-302025-10-24

PLTR PALANTIR TECHNOLOGIES INC50 shares0.00%2025-09-302025-10-24

Sponsored

NVT NVENT ELECTRIC PLC85 shares0.00%2025-09-302025-10-24

CDNS CADENCE DESIGN SYSTEM INC23 shares0.00%2025-09-302025-10-24

MSCI MSCI INC14 shares0.00%2025-09-302025-10-24

DASH DOORDASH INC29 shares0.00%2025-09-302025-10-24

ALNY ALNYLAM PHARMACEUTICALS INC17 shares0.00%2025-09-302025-10-24

WMT WALMART INC73 shares0.00%2025-09-302025-10-24

SHOP SHOPIFY INC50 sharesnew addition2025-09-302025-10-24

BSX BOSTON SCIENTIFIC CORP70 shares0.00%2025-09-302025-10-24

Sponsored

GEV GE VERNOVA INC11 shares0.00%2025-09-302025-10-24

ITT ITT INC37 shares0.00%2025-09-302025-10-24

NICE NICE LTD41 shares0.00%2025-09-302025-10-24

NGVC NATURAL GROCERS BY VITAMIN C147 shares0.00%2025-09-302025-10-24

CNO CNO FINL GROUP INC148 shares0.00%2025-09-302025-10-24

PRI PRIMERICA INC21 shares0.00%2025-09-302025-10-24

LULU LULULEMON ATHLETICA INC32 sharesnew addition2025-09-302025-10-24

COPX GLOBAL X FDS89 shares0.00%2025-09-302025-10-24

Sponsored

MPC MARATHON PETE CORP25 shares0.00%2025-09-302025-10-24

CSCO CISCO SYS INC70 shares-27.84%2025-09-302025-10-24

NB NIOCORP DEVS LTD710 sharesnew addition2025-09-302025-10-24

PHM PULTE GROUP INC35 shares0.00%2025-09-302025-10-24

WFC WELLS FARGO CO NEW55 shares0.00%2025-09-302025-10-24

S SENTINELONE INC250 shares0.00%2025-09-302025-10-24

MU MICRON TECHNOLOGY INC26 shares0.00%2025-09-302025-10-24

ARES ARES MANAGEMENT CORPORATION27 shares0.00%2025-09-302025-10-24

Sponsored

CPER UNITED STS COMMODITY INDEX F142 shares0.00%2025-09-302025-10-24

UBER UBER TECHNOLOGIES INC43 shares0.00%2025-09-302025-10-24

WELL WELLTOWER INC23 shares0.00%2025-09-302025-10-24

LRCX LAM RESEARCH CORP30 shares0.00%2025-09-302025-10-24

TDG TRANSDIGM GROUP INC3 shares0.00%2025-09-302025-10-24

ORI OLD REP INTL CORP93 shares-2.11%2025-09-302025-10-24

BIL SPDR SERIES TRUST43 shares0.00%2025-09-302025-10-24

VRTX VERTEX PHARMACEUTICALS INC10 sharesnew addition2025-09-302025-10-24

Sponsored

TECK TECK RESOURCES LTD89 shares0.00%2025-09-302025-10-24

NOW SERVICENOW INC4 shares0.00%2025-09-302025-10-24

NET CLOUDFLARE INC17 shares0.00%2025-09-302025-10-24

TTWO TAKE-TWO INTERACTIVE SOFTWAR14 shares0.00%2025-09-302025-10-24

HUBB HUBBELL INC8 shares0.00%2025-09-302025-10-24

COIN COINBASE GLOBAL INC10 shares25.00%2025-09-302025-10-24

OGE OGE ENERGY CORP71 shares-34.86%2025-09-302025-10-24

NKE NIKE INC46 shares2200.00%2025-09-302025-10-24

Sponsored

IBDQ ISHARES TR123 shares0.00%2025-09-302025-10-24

HEI.A HEICO CORP NEW12 shares0.00%2025-09-302025-10-24

CEG CONSTELLATION ENERGY CORP9 shares0.00%2025-09-302025-10-24

HLT HILTON WORLDWIDE HLDGS INC11 shares0.00%2025-09-302025-10-24

INTC INTEL CORP83 shares0.00%2025-09-302025-10-24

SCHW SCHWAB CHARLES CORP29 shares0.00%2025-09-302025-10-24

WMB WILLIAMS COS INC43 shares0.00%2025-09-302025-10-24

SPG SIMON PPTY GROUP INC NEW14 shares0.00%2025-09-302025-10-24

Sponsored

UVSP UNIVEST FINANCIAL CORPORATIO87 shares0.00%2025-09-302025-10-24

RUSHB RUSH ENTERPRISES INC45 shares0.00%2025-09-302025-10-24

BKE BUCKLE INC43 shares0.00%2025-09-302025-10-24

COF CAPITAL ONE FINL CORP11 shares0.00%2025-09-302025-10-24

MELI MERCADOLIBRE INC1 shares0.00%2025-09-302025-10-24

ZM ZOOM COMMUNICATIONS INC27 shares0.00%2025-09-302025-10-24

MS MORGAN STANLEY14 shares0.00%2025-09-302025-10-24

LAZ LAZARD INC42 shares0.00%2025-09-302025-10-24

Sponsored

BA BOEING CO10 shares0.00%2025-09-302025-10-24

LECO LINCOLN ELEC HLDGS INC9 shares-71.88%2025-09-302025-10-24

TNYA TENAYA THERAPEUTICS INC1.3K shares0.00%2025-09-302025-10-24

UCB UNITED CMNTY BKS BLAIRSVLE G62 shares-51.18%2025-09-302025-10-24

MSTR STRATEGY INC6 shares0.00%2025-09-302025-10-24

IONQ IONQ INC30 sharesnew addition2025-09-302025-10-24

PSX PHILLIPS 6613 shares-45.83%2025-09-302025-10-24

OXY OCCIDENTAL PETE CORP32 shares-30.43%2025-09-302025-10-24

Sponsored

NEM NEWMONT CORP16 sharesnew addition2025-09-302025-10-24

NCLH NORWEGIAN CRUISE LINE HLDG L50 shares0.00%2025-09-302025-10-24

ABNB AIRBNB INC10 shares0.00%2025-09-302025-10-24

XLK SELECT SECTOR SPDR TR4 shares0.00%2025-09-302025-10-24

HACK AMPLIFY ETF TR10 shares0.00%2025-09-302025-10-24

ASM AVINO SILVER &GOLD MINES LT162 sharesnew addition2025-09-302025-10-24

WULF TERAWULF INC65 shares0.00%2025-09-302025-10-24

RBLX ROBLOX CORP5 shares0.00%2025-09-302025-10-24

Sponsored

BAC BANK AMERICA CORP13 shares0.00%2025-09-302025-10-24

FSLR FIRST SOLAR INC3 shares0.00%2025-09-302025-10-24

FCX FREEPORT-MCMORAN INC5 shares-89.58%2025-09-302025-10-24

UGRO URBAN-GRO INC300 shares0.00%2025-09-302025-10-24

DGS WISDOMTREE TR1 shares0.00%2025-09-302025-10-24

ICLN ISHARES TR3 shares0.00%2025-09-302025-10-24

HON HONEYWELL INTL INCN/A sharesSold all2025-09-302025-10-24

INFY INFOSYS LTDN/A sharesSold all2025-09-302025-10-24

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available