The Analysis of Evergreen Wealth Management, LLC's Holdings
Currently, Evergreen Wealth Management, LLC holds 54 types of securities in its portfolio with a total value $198.6M. In the most recent quarter, they have increased their positions in N/A (+17.7K shares, valued at $3.4M), PYPL (+26.4K shares, valued at $1.5M), PBI (+111.9K shares, valued at $1.2M); decreased their positions in VTI (-6.6K shares, valued at $2.2M), N/A (-6.5K shares, valued at $2.0M), N/A (-2.2K shares, valued at $677.2K); initiated new positions in N/A (+17.7K shares, valued at $3.4M), PYPL (+26.4K shares, valued at $1.5M), NVO (+4.6K shares, valued at $233.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIG VANGUARD SPECIALIZED FUNDS66.0K shares6.51%2025-12-312026-02-06
VTI VANGUARD INDEX FDS31.5K shares-17.23%2025-12-312026-02-06 BLV VANGUARD BD INDEX FDS151.7K shares3.62%2025-12-312026-02-06 VYM VANGUARD WHITEHALL FDS70.8K shares1.46%2025-12-312026-02-06 ALPHABET INC ALPHABET INC29.2K shares-18.24%2025-12-312026-02-06 AMZN AMAZON COM INC38.5K shares1.28%2025-12-312026-02-06 MKL MARKEL GROUP INC3.6K shares2.03%2025-12-312026-02-06 REGN REGENERON PHARMACEUTICALS9.8K shares2.03%2025-12-312026-02-06 TSM TAIWAN SEMICONDUCTOR MFG LTD24.5K shares1.86%2025-12-312026-02-06 PBI PITNEY BOWES INC698.4K shares19.09%2025-12-312026-02-06 BIV VANGUARD BD INDEX FDS80.9K shares3.62%2025-12-312026-02-06 ELV ELEVANCE HEALTH INC FORMERLY17.7K shares2.20%2025-12-312026-02-06 META META PLATFORMS INC9.4K shares8.92%2025-12-312026-02-06 DIS DISNEY WALT CO53.6K shares1.92%2025-12-312026-02-06 PTY PIMCO CORPORATE & INCOME OPP352.2K shares4.57%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON19.9K shares-0.06%2025-12-312026-02-06 V VISA INC10.8K shares1.97%2025-12-312026-02-06 MSFT MICROSOFT CORP7.0K shares0.66%2025-12-312026-02-06 KSPI KASPI KZ JSC42.4K shares4.41%2025-12-312026-02-06 LMT LOCKHEED MARTIN CORP6.5K shares2.29%2025-12-312026-02-06 VEU VANGUARD INTL EQUITY INDEX F38.1K shares-4.20%2025-12-312026-02-06 CSCO CISCO SYS INC34.9K shares-0.77%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.8.1K shares2.24%2025-12-312026-02-06 VUG VANGUARD INDEX FDS5.2K shares-4.42%2025-12-312026-02-06 ALPHABET INC ALPHABET INC7.7K shares-21.97%2025-12-312026-02-06 VUSB VANGUARD BD INDEX FDS46.5K shares14.62%2025-12-312026-02-06 VTV VANGUARD INDEX FDS11.3K shares-5.14%2025-12-312026-02-06 BSV VANGUARD BD INDEX FDS26.7K shares3.71%2025-12-312026-02-06 CVX CHEVRON CORP NEW13.2K shares1.70%2025-12-312026-02-06 NVDA NVIDIA CORPORATION10.5K shares2.60%2025-12-312026-02-06 AMGN AMGEN INC5.9K shares1.47%2025-12-312026-02-06 UNH UNITEDHEALTH GROUP INC5.8K shares1.36%2025-12-312026-02-06 PYPL PAYPAL HLDGS INC26.4K sharesnew addition2025-12-312026-02-06 VBR VANGUARD INDEX FDS6.8K shares-4.11%2025-12-312026-02-06 ULTA ULTA BEAUTY INC2.3K shares3.23%2025-12-312026-02-06 VOE VANGUARD INDEX FDS7.4K shares-5.16%2025-12-312026-02-06 SCHD SCHWAB STRATEGIC TR46.2K shares2.69%2025-12-312026-02-06 VOT VANGUARD INDEX FDS4.5K shares-4.89%2025-12-312026-02-06 BKNG BOOKING HOLDINGS INC226 shares3.20%2025-12-312026-02-06 VBK VANGUARD INDEX FDS3.6K shares-4.97%2025-12-312026-02-06 CPRT COPART INC24.0K shares3.62%2025-12-312026-02-06 JXN JACKSON FINANCIAL INC8.3K shares0.00%2025-12-312026-02-06 NVR NVR INC119 shares3.48%2025-12-312026-02-06 TTD THE TRADE DESK INC16.8K shares4.03%2025-12-312026-02-06 VSS VANGUARD INTL EQUITY INDEX F4.4K shares-5.21%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F9.2K shares-5.44%2025-12-312026-02-06 VXUS VANGUARD STAR FDS4.4K shares-3.40%2025-12-312026-02-06 ASML ASML HOLDING N V235 shares3.98%2025-12-312026-02-06 AAPL APPLE INC909 shares-0.66%2025-12-312026-02-06 NVO NOVO-NORDISK A S4.6K sharesnew addition2025-12-312026-02-06 CB CHUBB LIMITED698 sharesnew addition2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available