Evergreen Private Wealth LLC
CIK: 0002010098SEC EDGAR →
Portfolio Value
$253.7B
Holdings
91
As of
Q4 2025
New Positions
91
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLIED MATERIALS INC COM USD0.01 | 41,611 | $10.7B | 4.21% |
| 2 | ALPHABET INC CAP STK CL A | 32,501 | $10.2B | 4.01% |
| 3 | SPDR INDEX SHS FDS MSCI EAFE STRTGC | 111,139 | $10.1B | 3.97% |
| 4 | ADOBE INC COM | 24,903 | $8.7B | 3.44% |
| 5 | CHECK POINT SOFTWARE TECHNOLOGIES LTD | 46,360 | $8.6B | 3.39% |
| 6 | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 16,905 | $8.5B | 3.35% |
| 7 | ISHARES TR 10-20 YR TRS ETF | 81,655 | $8.3B | 3.27% |
| 8 | MICROSOFT CORP | 16,027 | $7.8B | 3.06% |
| 9 | THERMO FISHER SCIENTIFIC INC | 13,215 | $7.7B | 3.02% |
| 10 | JPMORGAN CHASE &CO. COM | 23,633 | $7.6B | 3.00% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (91)
$10.7B · 42K shares
$10.2B · 33K shares
$10.1B · 111K shares
$8.7B · 25K shares
$8.6B · 46K shares
$8.5B · 17K shares
$8.3B · 82K shares
$7.8B · 16K shares
$7.7B · 13K shares
$7.6B · 24K shares
$7.2B · 40K shares
$7.1B · 31K shares
$6.8B · 11K shares
$6.6B · 24K shares
$6.6B · 170K shares
$6.5B · 70K shares
$6.2B · 355K shares
$6.1B · 47K shares
$5.9B · 47K shares
$5.7B · 26K shares
$5.7B · 9K shares
$5.6B · 128K shares
$5.2B · 107K shares
$5.2B · 11K shares
$4.9B · 200K shares
$4.7B · 87K shares
$4.0B · 5K shares
$4.0B · 31K shares
$3.7B · 148K shares
$3.6B · 37K shares
$3.6B · 140K shares
$3.6B · 146K shares
$3.5B · 146K shares
$3.5B · 95K shares
$3.5B · 133K shares
$3.5B · 136K shares
$3.5B · 44K shares
$3.2B · 31K shares
$2.6B · 53K shares
$1.9B · 70K shares
$1.8B · 38K shares
$1.8B · 74K shares
$1.7B · 67K shares
$1.6B · 35K shares
$1.3B · 49K shares
$1.3B · 50K shares
$1.3B · 49K shares
$1.1B · 29K shares
$806.0M · 7K shares
$718.0M · 20K shares
$671.0M · 3K shares
$536.0M · 12K shares
$463.0M · 20K shares
$328.0M · 8K shares
$326.0M · 7K shares
$318.0M · 2K shares
$311.0M · 6K shares
$304.0M · 2K shares
$269.0M · 1K shares
$258.0M · 872 shares
$256.0M · 785 shares
$215.0M · 944 shares
$208.0M · 1K shares
$206.0M · 301 shares
$195.0M · 912 shares
$187.0M · 4K shares
$181.0M · 5K shares
$180.0M · 515 shares
$178.0M · 5K shares
$173.0M · 517 shares
$171.0M · 7K shares
$171.0M · 1K shares
$166.0M · 4K shares
$162.0M · 2K shares
$158.0M · 2K shares
$157.0M · 1K shares
$148.0M · 313 shares
$138.0M · 1K shares
$136.0M · 2K shares
$134.0M · 534 shares
$133.0M · 1K shares
$132.0M · 2K shares
$130.0M · 2K shares
$126.0M · 324 shares
$124.0M · 511 shares
$123.0M · 1K shares
$119.0M · 636 shares
$115.0M · 3K shares
$111.0M · 818 shares
$102.0M · 1K shares
$101.0M · 384 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $94.9B | 37.4% |
| Technology | 17 | $59.3B | 23.4% |
| Consumer Cyclical | 3 | $21.1B | 8.3% |
| Communication Services | 3 | $20.4B | 8.0% |
| Healthcare | 6 | $19.3B | 7.6% |
| Unknown | 5 | $12.5B | 4.9% |
| Industrials | 6 | $10.4B | 4.1% |
| Energy | 4 | $6.9B | 2.7% |
| Consumer Defensive | 2 | $4.8B | 1.9% |
| Real Estate | 1 | $4.0B | 1.6% |
| Utilities | 1 | $130.0M | 0.1% |