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CIK: 0001965292
Total reported value
$213.3M
$213.3M
53 檔
20.8%
During the Q4 2024 filing period, Evergreen Wealth Management, LLC (CIK: 0001965292) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $213.3M across 53 reported positions.
During Q4 2024, Evergreen Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.25% | +0.15% | -0.86% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.12% | -0.43% | +20.09% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.08% | -0.06% | -0.52% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.65% | +0.16% | +2.07% | |
| 5 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.08% | -0.27% | +2.85% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.98% | — | -5.02% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.97% | -0.04% | +7.20% | |
| 8 | MKL | Markel Group Inc | Stock-Financials | 3.68% | +0.47% | +2.30% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.67% | -0.27% | -1.86% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.41% | +0.05% | +7.17% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.17% | -0.19% | +2.79% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.14% | +0.52% | +1.99% | |
| 13 | PTY | Pimco Corporate & Income Opp | Stock-Other | 2.55% | -0.09% | +3.03% | |
| 14 | BVE | Diamond Hill Investment Grp | Stock-Other | 2.49% | — | +2.74% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.45% | +0.01% | +3.50% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.16% | -0.06% | +2.58% | |
| 17 | ELV | Elevance Health Inc | Stock-Healthcare | 2.12% | +0.34% | +81.97% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | +0.18% | +1.86% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | +0.13% | +2.11% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.01% | -10.50% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.88% | -0.05% | -10.66% | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.83% | — | +4.02% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.81% | +0.06% | +3.29% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.77% | -0.29% | -4.15% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | +0.24% | +1.95% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.44% | -1.41% | EXIT | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 1.38% | +0.12% | -1.67% | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 1.27% | — | +2.53% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 1.23% | +0.03% | +0.43% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 1.10% | — | +1.61% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.99% | — | +0.11% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.97% | +0.06% | +13.01% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.35% | +0.21% | |
| 34 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 0.97% | — | -35.12% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.05% | +10.01% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.92% | +0.22% | +3.99% | |
| 37 | FIS | Fidelity National Info Serv | Stock-Tech | 0.89% | — | +0.10% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | — | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.78% | +0.35% | -0.57% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.78% | — | +0.40% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.77% | -0.04% | +180.64% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.75% | -0.04% | -0.59% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.74% | +0.06% | +0.12% | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.66% | -0.02% | -5.40% | |
| 45 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.56% | -0.42% | EXIT | |
| 46 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.56% | — | +5.14% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.01% | -5.10% | |
| 48 | NVR | Nvr Inc | Stock-Consumer Disc | 0.53% | +0.22% | +3.77% | |
| 49 | VLO | Valero Energy CORP | Stock-Energy | 0.50% | — | -0.54% | |
| 50 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.34% | — | -33.84% |
According to official SEC Form 13F filings, Evergreen Wealth Management, LLC reported a total U.S. public equity portfolio value of $213.3M across 53 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, VTI, VYM) accounted for 20.8% of total reported equity market value during Q4 2024.
During Q4 2024, Evergreen Wealth Management, LLC's top holdings by market value included VIG (6.3%)、VTI (6.1%)、VYM (5.1%). The largest single position, VIG, represented 6.3% of total portfolio value.
In Q4 2024, Evergreen Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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