Evergreen Private Wealth LLC
CIK: 0002010098SEC EDGAR →
Portfolio Value
$253.7M
Holdings
91
As of
Q4 2025
New Positions
91
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLIED MATERIALS INC COM USD0.01 | 41,611 | $10.7M | 4.21% |
| 2 | ALPHABET INC CAP STK CL A | 32,501 | $10.2M | 4.01% |
| 3 | SPDR INDEX SHS FDS MSCI EAFE STRTGC | 111,139 | $10.1M | 3.97% |
| 4 | ADOBE INC COM | 24,903 | $8.7M | 3.44% |
| 5 | CHECK POINT SOFTWARE TECHNOLOGIES LTD | 46,360 | $8.6M | 3.39% |
| 6 | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 16,905 | $8.5M | 3.35% |
| 7 | ISHARES TR 10-20 YR TRS ETF | 81,655 | $8.3M | 3.27% |
| 8 | MICROSOFT CORP | 16,027 | $7.8M | 3.06% |
| 9 | THERMO FISHER SCIENTIFIC INC | 13,215 | $7.7M | 3.02% |
| 10 | JPMORGAN CHASE &CO. COM | 23,633 | $7.6M | 3.00% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (91)
$10.7M · 42K shares
$10.2M · 33K shares
$10.1M · 111K shares
$8.7M · 25K shares
$8.6M · 46K shares
$8.5M · 17K shares
$8.3M · 82K shares
$7.8M · 16K shares
$7.7M · 13K shares
$7.6M · 24K shares
$7.2M · 40K shares
$7.1M · 31K shares
$6.8M · 11K shares
$6.6M · 24K shares
$6.6M · 170K shares
$6.5M · 70K shares
$6.2M · 355K shares
$6.1M · 47K shares
$5.9M · 47K shares
$5.7M · 26K shares
$5.7M · 9K shares
$5.6M · 128K shares
$5.2M · 107K shares
$5.2M · 11K shares
$4.9M · 200K shares
$4.7M · 87K shares
$4.0M · 5K shares
$4.0M · 31K shares
$3.7M · 148K shares
$3.6M · 37K shares
$3.6M · 140K shares
$3.6M · 146K shares
$3.5M · 146K shares
$3.5M · 95K shares
$3.5M · 133K shares
$3.5M · 136K shares
$3.5M · 44K shares
$3.2M · 31K shares
$2.6M · 53K shares
$1.9M · 70K shares
$1.8M · 38K shares
$1.8M · 74K shares
$1.7M · 67K shares
$1.6M · 35K shares
$1.3M · 49K shares
$1.3M · 50K shares
$1.3M · 49K shares
$1.1M · 29K shares
$806K · 7K shares
$718K · 20K shares
$671K · 3K shares
$536K · 12K shares
$463K · 20K shares
$328K · 8K shares
$326K · 7K shares
$318K · 2K shares
$311K · 6K shares
$304K · 2K shares
$269K · 1K shares
$258K · 872 shares
$256K · 785 shares
$215K · 944 shares
$208K · 1K shares
$206K · 301 shares
$195K · 912 shares
$187K · 4K shares
$181K · 5K shares
$180K · 515 shares
$178K · 5K shares
$173K · 517 shares
$171K · 7K shares
$171K · 1K shares
$166K · 4K shares
$162K · 2K shares
$158K · 2K shares
$157K · 1K shares
$148K · 313 shares
$138K · 1K shares
$136K · 2K shares
$134K · 534 shares
$133K · 1K shares
$132K · 2K shares
$130K · 2K shares
$126K · 324 shares
$124K · 511 shares
$123K · 1K shares
$119K · 636 shares
$115K · 3K shares
$111K · 818 shares
$102K · 1K shares
$101K · 384 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $94.9M | 37.4% |
| Technology | 17 | $59.3M | 23.4% |
| Consumer Cyclical | 3 | $21.1M | 8.3% |
| Communication Services | 3 | $20.4M | 8.0% |
| Healthcare | 6 | $19.3M | 7.6% |
| Unknown | 5 | $12.5M | 4.9% |
| Industrials | 6 | $10.4M | 4.1% |
| Energy | 4 | $6.9M | 2.7% |
| Consumer Defensive | 2 | $4.8M | 1.9% |
| Real Estate | 1 | $4.0M | 1.6% |
| Utilities | 1 | $130K | 0.1% |