Filer Name: EVERGREEN PRIVATE WEALTH LLC
CIK: 2010098
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 198
Portfolio Value: $0.21B

Evergreen Private Wealth Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NFLX US NETFLIX INC 8,955 $8M 3.74% -2.8% -
CHKP US CHECK POINT SOFTWARE TECH 42,446 $8M 3.71% 0.4% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 16,059 $7M 3.41% -0.2% -
TLH US ISHARES 10-20 YEAR TREASURY 68,951 $7M 3.22% 67.8% -
JPM US JPMORGAN CHASE & CO 28,480 $7M 3.20% -0.8% -
040413205 - ARISTA NETWORKS INC 60,971 $7M 3.16% 100.0% -
AMZN US AMAZON.COM INC 30,630 $7M 3.15% -0.6% -
GOOGL US ALPHABET INC-CL A 35,156 $7M 3.12% -0.6% -
AAPL US APPLE INC 25,539 $6M 3.00% -1.0% -
MSFT US MICROSOFT CORP 15,195 $6M 3.00% 0.7% -
AMAT US APPLIED MATERIALS INC 38,607 $6M 2.94% 2.4% -
QEFA US SPDR MSCI EAFE STRATEGICFACT 84,335 $6M 2.87% 0.4% -
TMO US THERMO FISHER SCIENTIFIC INC 10,581 $6M 2.58% 0.7% -
HBAN US HUNTINGTON BANCSHARES INC 329,714 $5M 2.51% -0.9% -
XSOE US WISDMTREE EMERG MKT EX-ST OW 171,758 $5M 2.45% 0.4% -
ADBE US ADOBE INC 11,437 $5M 2.38% 3.2% -
ROST US ROSS STORES INC 32,508 $5M 2.30% 0.6% -
FSMD US FIDELITY SMALL-MID MULTIFACT 116,658 $5M 2.25% -0.3% -
ZTS US ZOETIS INC 28,546 $5M 2.18% -0.5% -
INTU US INTUIT INC 7,228 $5M 2.13% 0.7% -
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