Evergreen Private Wealth LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$238.7B
Holdings
289
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (289 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CMCSACOMCAST CORP NEW | 109 | $3.9M | 0.00% | |
| 202 | COLBCOLUMBIA BKG SYS INC | 163 | $3.8M | 0.00% | |
| 203 | UCBUNITED CMNTY BKS BLAIRSVLE G | 127 | $3.8M | 0.00% | |
| 204 | CBCHUBB LIMITED | 13 | $3.8M | 0.00% | |
| 205 | PHMPULTE GROUP INC | 35 | $3.7M | 0.00% | |
| 206 | ORIOLD REP INTL CORP | 95 | $3.7M | 0.00% | |
| 207 | DIODDIODES INC | 68 | $3.6M | 0.00% | |
| 208 | TECK/BTECK RESOURCES LTD | 89 | $3.6M | 0.00% | |
| 209 | WELLWELLTOWER INC | 23 | $3.5M | 0.00% | |
| 210 | HOMBHOME BANCSHARES INC | 124 | $3.5M | 0.00% | |
| 211 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 14 | $3.4M | 0.00% | |
| 212 | ADIANALOG DEVICES INC | 14 | $3.3M | 0.00% | |
| 213 | NETCLOUDFLARE INC | 17 | $3.3M | 0.00% | |
| 214 | KOCOCA COLA CO | 47 | $3.3M | 0.00% | |
| 215 | HUBBHUBBELL INC | 8 | $3.3M | 0.00% | |
| 216 | MUMICRON TECHNOLOGY INC | 26 | $3.2M | 0.00% | |
| 217 | HEIHEICO CORP NEW | 12 | $3.1M | 0.00% | |
| 218 | IBDQISHARES TR | 123 | $3.1M | 0.00% | |
| 219 | CITHE CIGNA GROUP | 9 | $3.0M | 0.00% | |
| 220 | HLTHILTON WORLDWIDE HLDGS INC | 11 | $2.9M | 0.00% | |
| 221 | LRCXLAM RESEARCH CORP | 30 | $2.9M | 0.00% | |
| 222 | CEGCONSTELLATION ENERGY CORP | 9 | $2.9M | 0.00% | |
| 223 | PSXPHILLIPS 66 | 24 | $2.9M | 0.00% | |
| 224 | COINCOINBASE GLOBAL INC | 8 | $2.8M | 0.00% | |
| 225 | WMBWILLIAMS COS INC | 43 | $2.7M | 0.00% | |
| 226 | PGRPROGRESSIVE CORP | 10 | $2.7M | 0.00% | |
| 227 | SCHWSCHWAB CHARLES CORP | 29 | $2.6M | 0.00% | |
| 228 | FEFIRSTENERGY CORP | 65 | $2.6M | 0.00% | |
| 229 | MLB1MERCADOLIBRE INC | 1 | $2.6M | 0.00% | |
| 230 | UVSPUNIVEST FINANCIAL CORPORATIO | 87 | $2.6M | 0.00% | |
| 231 | SNPSSYNOPSYS INC | 5 | $2.6M | 0.00% | |
| 232 | MIGAMICROSTRATEGY INC | 6 | $2.4M | 0.00% | |
| 233 | CWKCUSHMAN WAKEFIELD PLC | 217 | $2.4M | 0.00% | |
| 234 | GENGEN DIGITAL INC | 81 | $2.4M | 0.00% | |
| 235 | RUNRUSH ENTERPRISES INC | 45 | $2.4M | 0.00% | |
| 236 | LINLINDE PLC | 5 | $2.3M | 0.00% | |
| 237 | COFCAPITAL ONE FINL CORP | 11 | $2.3M | 0.00% | |
| 238 | SPGSIMON PPTY GROUP INC NEW | 14 | $2.3M | 0.00% | |
| 239 | WDAYWORKDAY INC | 9 | $2.2M | 0.00% | |
| 240 | SJMSMUCKER J M CO | 22 | $2.2M | 0.00% | |
| 241 | ADPAUTOMATIC DATA PROCESSING IN | 7 | $2.2M | 0.00% | |
| 242 | KRKROGER CO | 30 | $2.2M | 0.00% | |
| 243 | IDXXIDEXX LABS INC | 4 | $2.1M | 0.00% | |
| 244 | ZMZOOM COMMUNICATIONS INC | 27 | $2.1M | 0.00% | |
| 245 | BABOEING CO | 10 | $2.1M | 0.00% | |
| 246 | FCXFREEPORT-MCMORAN INC | 48 | $2.1M | 0.00% | |
| 247 | IDAIDACORP INC | 18 | $2.1M | 0.00% | |
| 248 | SHWSHERWIN WILLIAMS CO | 6 | $2.1M | 0.00% | |
| 249 | LAZLAZARD INC | 42 | $2.0M | 0.00% | |
| 250 | BACVERIZON COMMUNICATIONS INC | 46 | $2.0M | 0.00% | |
| 251 | WDCWESTERN DIGITAL CORP | 31 | $2.0M | 0.00% | |
| 252 | DWDMORGAN STANLEY | 14 | $2.0M | 0.00% | |
| 253 | BKEBUCKLE INC | 43 | $1.9M | 0.00% | |
| 254 | OXYOCCIDENTAL PETE CORP | 46 | $1.9M | 0.00% | |
| 255 | CFGCITIZENS FINL GROUP INC | 42 | $1.9M | 0.00% | |
| 256 | INTCINTEL CORP | 83 | $1.9M | 0.00% | |
| 257 | CSGPCOSTAR GROUP INC | 23 | $1.8M | 0.00% | |
| 258 | AVBAVALONBAY CMNTYS INC | 9 | $1.8M | 0.00% | |
| 259 | PRUPRUDENTIAL FINL INC | 17 | $1.8M | 0.00% | |
| 260 | SYYSYSCO CORP | 24 | $1.8M | 0.00% | |
| 261 | HIWHIGHWOODS PPTYS INC | 57 | $1.8M | 0.00% | |
| 262 | DGDOLLAR GEN CORP NEW | 15 | $1.7M | 0.00% | |
| 263 | DDDUPONT DE NEMOURS INC | 25 | $1.7M | 0.00% | |
| 264 | FISFIDELITY NATL INFORMATION SV | 21 | $1.7M | 0.00% | |
| 265 | IFFINTERNATIONAL FLAVORS&FRAGRA | 23 | $1.7M | 0.00% | |
| 266 | WYWEYERHAEUSER CO MTN BE | 65 | $1.7M | 0.00% | |
| 267 | STAGSTAG INDL INC | 46 | $1.7M | 0.00% | |
| 268 | FBINFORTUNE BRANDS INNOVATIONS I | 32 | $1.6M | 0.00% | |
| 269 | DALDELTA AIR LINES INC DEL | 33 | $1.6M | 0.00% | |
| 270 | HOGHARLEY DAVIDSON INC | 68 | $1.6M | 0.00% | |
| 271 | DUKDUKE ENERGY CORP NEW | 13 | $1.5M | 0.00% | |
| 272 | HDHOME DEPOT INC | 4 | $1.5M | 0.00% | |
| 273 | CLXCLOROX CO DEL | 12 | $1.4M | 0.00% | |
| 274 | APDAIR PRODS &CHEMS INC | 5 | $1.4M | 0.00% | |
| 275 | APPAPPLOVIN CORP | 4 | $1.4M | 0.00% | |
| 276 | ABNBAIRBNB INC | 10 | $1.3M | 0.00% | |
| 277 | SBUXSTARBUCKS CORP | 14 | $1.3M | 0.00% | |
| 278 | NCLHNORWEGIAN CRUISE LINE HLDG L | 50 | $1.0M | 0.00% | |
| 279 | XLKSELECT SECTOR SPDR TR | 4 | $1.0M | 0.00% | |
| 280 | HACKAMPLIFY ETF TR | 10 | $864K | 0.00% | |
| 281 | TNYATENAYA THERAPEUTICS INC | 1,263 | $772K | 0.00% | |
| 282 | BACBANK AMERICA CORP | 13 | $615K | 0.00% | |
| 283 | RBLXROBLOX CORP | 5 | $526K | 0.00% | |
| 284 | FSLRFIRST SOLAR INC | 3 | $497K | 0.00% | |
| 285 | WULFTERAWULF INC | 65 | $285K | 0.00% | |
| 286 | NKENIKE INC | 2 | $142K | 0.00% | |
| 287 | UGROURBAN-GRO INC | 300 | $90K | 0.00% | |
| 288 | DGSWISDOMTREE TR | 1 | $55K | 0.00% | |
| 289 | ICLNISHARES TR | 3 | $39K | 0.00% |
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