The Analysis of Evergreen Wealth Management, LLC's Holdings
Currently, Evergreen Wealth Management, LLC holds 51 types of securities in its portfolio with a total value $190.8M. In the most recent quarter, they have increased their positions in PBI (+586.4K shares, valued at $6.7M), FI (+39.3K shares, valued at $5.1M), FCNCA (+1.7K shares, valued at $3.0M); decreased their positions in BSV (-22.7K shares, valued at $1.8M), AAPL (-4.8K shares, valued at $1.2M), MSFT (-1.6K shares, valued at $839.7K); initiated new positions in PBI (+586.4K shares, valued at $6.7M), FI (+39.3K shares, valued at $5.1M), FCNCA (+1.7K shares, valued at $3.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIG VANGUARD SPECIALIZED FUNDS62.0K shares1.34%2025-09-302025-11-03
VTI VANGUARD INDEX FDS38.1K shares1.29%2025-09-302025-11-03 BLV VANGUARD BD INDEX FDS146.4K shares13.76%2025-09-302025-11-03 VYM VANGUARD WHITEHALL FDS69.8K shares0.37%2025-09-302025-11-03 GOOGL ALPHABET INC35.7K shares-4.27%2025-09-302025-11-03 AMZN AMAZON COM INC38.0K shares-0.75%2025-09-302025-11-03 MKL MARKEL GROUP INC3.5K shares4.54%2025-09-302025-11-03 TSM TAIWAN SEMICONDUCTOR MFG LTD24.0K shares-10.12%2025-09-302025-11-03 PBI PITNEY BOWES INC586.4K sharesnew addition2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL13.1K shares0.67%2025-09-302025-11-03 META META PLATFORMS INC8.6K shares-5.86%2025-09-302025-11-03 BIV VANGUARD BD INDEX FDS78.1K shares-10.85%2025-09-302025-11-03 DIS DISNEY WALT CO52.6K shares-5.38%2025-09-302025-11-03 ELV ELEVANCE HEALTH INC FORMERLY17.3K shares33.49%2025-09-302025-11-03 REGN REGENERON PHARMACEUTICALS9.6K shares-7.74%2025-09-302025-11-03 FI FISERV INC39.3K sharesnew addition2025-09-302025-11-03 PTY PIMCO CORPORATE & INCOME OPP336.9K shares2.93%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON19.9K shares-7.98%2025-09-302025-11-03 V VISA INC10.6K shares0.95%2025-09-302025-11-03 MSFT MICROSOFT CORP6.9K shares-18.97%2025-09-302025-11-03 KSPI KASPI KZ JSC40.6K shares7.69%2025-09-302025-11-03 LMT LOCKHEED MARTIN CORP6.3K shares-0.27%2025-09-302025-11-03 FCNCA FIRST CTZNS BANCSHARES INC D1.7K sharesnew addition2025-09-302025-11-03 VEU VANGUARD INTL EQUITY INDEX F39.8K shares-8.74%2025-09-302025-11-03 VUG VANGUARD INDEX FDS5.5K shares0.11%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.8.0K shares-4.92%2025-09-302025-11-03 CSCO CISCO SYS INC35.1K shares1.31%2025-09-302025-11-03 GOOG ALPHABET INC9.8K shares-5.36%2025-09-302025-11-03 VTV VANGUARD INDEX FDS11.9K shares0.21%2025-09-302025-11-03 BSV VANGUARD BD INDEX FDS25.8K shares-46.83%2025-09-302025-11-03 VUSB VANGUARD BD INDEX FDS40.6K sharesnew addition2025-09-302025-11-03 CVX CHEVRON CORP NEW13.0K shares1.64%2025-09-302025-11-03 UNH UNITEDHEALTH GROUP INC5.7K shares79.92%2025-09-302025-11-03 NVDA NVIDIA CORPORATION10.3K shares-22.51%2025-09-302025-11-03 AMGN AMGEN INC5.8K shares-12.48%2025-09-302025-11-03 VBR VANGUARD INDEX FDS7.1K shares-0.14%2025-09-302025-11-03 VOT VANGUARD INDEX FDS4.7K shares0.13%2025-09-302025-11-03 VOE VANGUARD INDEX FDS7.8K shares0.20%2025-09-302025-11-03 SCHD SCHWAB STRATEGIC TR45.0K shares-4.46%2025-09-302025-11-03 ULTA ULTA BEAUTY INC2.2K shares0.72%2025-09-302025-11-03 BKNG BOOKING HOLDINGS INC219 shares-17.67%2025-09-302025-11-03 VBK VANGUARD INDEX FDS3.7K shares-0.19%2025-09-302025-11-03 CPRT COPART INC23.2K sharesnew addition2025-09-302025-11-03 NVR NVR INC115 shares5.50%2025-09-302025-11-03 JXN JACKSON FINANCIAL INC8.3K shares0.00%2025-09-302025-11-03 TTD THE TRADE DESK INC16.1K shares-16.66%2025-09-302025-11-03 VSS VANGUARD INTL EQUITY INDEX F4.7K shares-1.06%2025-09-302025-11-03 VWO VANGUARD INTL EQUITY INDEX F9.8K shares-1.03%2025-09-302025-11-03 VXUS VANGUARD STAR FDS4.5K shares-0.94%2025-09-302025-11-03 AAPL APPLE INC915 shares-83.87%2025-09-302025-11-03 ASML ASML HOLDING N V226 sharesnew addition2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available