Holdings Channel
Home Articles Latest Filings All Funds Stocks Being Bought Stocks Being Sold Insider Buying
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
WMT -2,000-$315
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
WMT +4,000+$46
VIG UNCH+$551
VYM UNCH+$622
BSV UNCH-$31
VTI UNCH+$572
BRK UNCH+$928
AMZN UNCH+$970
JEPI UNCH+$305
META UNCH+$1,606
MKL UNCH+$323
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
VB UNCH+$27
VXUS UNCH+$23
ULTA UNCH+$47
NVR UNCH+$104
ENB UNCH+$4
ORLY UNCH+$132
VWO UNCH+$13
OXY UNCH+$70
BKNG UNCH+$22
Evergreen Wealth Management LLC Info
Size ($ in 1000's)
At 03/31/2024: $147,731
At 12/31/2023: $135,977

Evergreen Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Evergreen Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Evergreen Wealth Management LLC
As of  03/31/2024, we find all stocks held by Evergreen Wealth Management LLC to be as follows, presented in the table below with each row detailing each Evergreen Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Evergreen Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Evergreen Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD SPECIALIZED FUNDS (VIG) 45,089 UNCH $8,234
     VIG45,089UNCH$8,234
VANGUARD WHITEHALL FDS (VYM) 66,461 UNCH $8,041
     VYM66,461UNCH$8,041
VANGUARD BD INDEX FDS (BSV) 89,134 UNCH $6,834
     BSV89,134UNCH$6,834
VANGUARD INDEX FDS (VTI) 25,202 UNCH $6,550
     VTI25,202UNCH$6,550
BERKSHIRE HATHAWAY INC DEL      $6,160
     BRK.B12,102UNCH$5,089
     BRK.A2UNCH$1,071
AMAZON COM INC 34,106 UNCH $6,152
     AMZN34,106UNCH$6,152
J P MORGAN EXCHANGE TRADED F (JEPI) 106,142 UNCH $6,141
     JEPI106,142UNCH$6,141
META PLATFORMS INC 12,204 UNCH $5,926
     META12,204UNCH$5,926
MARKEL GROUP INC 3,183 UNCH $4,842
     MKL3,183UNCH$4,842
ALPHABET INC 29,435 UNCH $4,443
     GOOGL29,435UNCH$4,443
BROADCOM INC 3,162 UNCH $4,191
     AVGO3,162UNCH$4,191
VANGUARD BD INDEX FDS (BLV) 57,742 UNCH $4,177
     BLV57,742UNCH$4,177
VANGUARD BD INDEX FDS (BIV) 53,253 UNCH $4,015
     BIV53,253UNCH$4,015
PIMCO CORPORATE & INCOME OPP 261,606 UNCH $3,890
     PTY261,606UNCH$3,890
MICROSOFT CORP 8,916 UNCH $3,751
     MSFT8,916UNCH$3,751
VANGUARD INDEX FDS (VBR) 19,288 UNCH $3,701
     VBR19,288UNCH$3,701
VANGUARD INDEX FDS (VBK) 12,428 UNCH $3,240
     VBK12,428UNCH$3,240
VISA INC 9,815 UNCH $2,739
     V9,815UNCH$2,739
TAIWAN SEMICONDUCTOR MFG LTD 19,623 UNCH $2,670
     TSM19,623UNCH$2,670
EXPEDITORS INTL WASH INC 21,687 UNCH $2,636
     EXPD21,687UNCH$2,636
QUALCOMM INC 15,230 UNCH $2,578
     QCOM15,230UNCH$2,578
DIAMOND HILL INVT GROUP INC 16,316 UNCH $2,515
     DHIL16,316UNCH$2,515
VANGUARD INDEX FDS (VTV) 15,296 UNCH $2,491
     VTV15,296UNCH$2,491
LOCKHEED MARTIN CORP 5,383 UNCH $2,449
     LMT5,383UNCH$2,449
JPMORGAN CHASE & CO 11,488 UNCH $2,301
     JPM11,488UNCH$2,301
VANGUARD INDEX FDS (VUG) 6,509 UNCH $2,240
     VUG6,509UNCH$2,240
BANK AMERICA CORP 54,421 UNCH $2,064
     BAC54,421UNCH$2,064
ELEVANCE HEALTH INC 3,935 UNCH $2,040
     ELV3,935UNCH$2,040
APPLE INC 11,817 UNCH $2,026
     AAPL11,817UNCH$2,026
FIDELITY NATL INFORMATION SV 23,506 UNCH $1,744
     FIS23,506UNCH$1,744
MEDTRONIC PLC 19,165 UNCH $1,670
     MDT19,165UNCH$1,670
PAYPAL HLDGS INC 24,374 UNCH $1,633
     PYPL24,374UNCH$1,633
JOHNSON & JOHNSON 10,167 UNCH $1,608
     JNJ10,167UNCH$1,608
VALERO ENERGY CORP 9,279 UNCH $1,584
     VLO9,279UNCH$1,584
VANGUARD INDEX FDS (VOE) 10,074 UNCH $1,571
     VOE10,074UNCH$1,571
CISCO SYS INC 29,380 UNCH $1,466
     CSCO29,380UNCH$1,466
EXXON MOBIL CORP 12,495 UNCH $1,452
     XOM12,495UNCH$1,452
SCHWAB STRATEGIC TR 17,965 UNCH $1,449
     SCHD17,965UNCH$1,449
AMGEN INC 4,892 UNCH $1,391
     AMGN4,892UNCH$1,391
VANGUARD INDEX FDS (VOT) 5,482 UNCH $1,293
     VOT5,482UNCH$1,293
ALPHABET INC 8,412 UNCH $1,281
     GOOG8,412UNCH$1,281
VANGUARD INTL EQUITY INDEX F (VEU) 20,527 UNCH $1,204
     VEU20,527UNCH$1,204
VANGUARD INTL EQUITY INDEX F (VSS) 9,823 UNCH $1,148
     VSS9,823UNCH$1,148
UNITEDHEALTH GROUP INC 2,032 UNCH $1,005
     UNH2,032UNCH$1,005
BOOKING HOLDINGS INC 268 UNCH $972
     BKNG268UNCH$972
OCCIDENTAL PETE CORP 13,239 UNCH $860
     OXY13,239UNCH$860
VANGUARD INTL EQUITY INDEX F (VWO) 20,336 UNCH $849
     VWO20,336UNCH$849
OREILLY AUTOMOTIVE INC 735 UNCH $830
     ORLY735UNCH$830
ENBRIDGE INC 22,513 UNCH $815
     ENB22,513UNCH$815
NVR INC 94 UNCH $764
     NVR94UNCH$764
ULTA BEAUTY INC 1,448 UNCH $757
     ULTA1,448UNCH$757
VANGUARD STAR FDS (VXUS) 9,762 UNCH $589
     VXUS9,762UNCH$589
VANGUARD INDEX FDS (VB) 1,739 UNCH $398
     VB1,739UNCH$398
WALMART INC 6,000 +4,000 $361
     WMT6,000+4,000$361

See Summary: Evergreen Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Evergreen Wealth Management LLC

All Stocks Held By Evergreen Wealth Management LLC | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.