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Evergreen Wealth Management

Latest statistics and disclosures from Evergreen Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VIG, VYM, BSV, VTI, AMZN, and represent 24.24% of Evergreen Wealth Management's stock portfolio.
Added to shares of these 1 stock: WMT.
Evergreen Wealth Management was a net buyer of stock by $241k.
Evergreen Wealth Management has $148M in assets under management (AUM), dropping by 8.65%.
Central Index Key (CIK): 0001965292

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Positions held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Evergreen Wealth Management

Evergreen Wealth Management holds 55 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	5.6	$8.2M		45k	182.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	5.4	$8.0M		67k	120.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.6	$6.8M		89k	76.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.4	$6.6M		25k	259.90	View chart
Amazon (AMZN)	4.2	$6.2M		34k	180.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.2	$6.1M		106k	57.86	View chart
Meta Platforms Cl A (META)	4.0	$5.9M		12k	485.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.4	$5.1M		12k	420.53	View chart
Markel Corporation (MKL)	3.3	$4.8M		3.2k	1521.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.0	$4.4M		29k	150.93	View chart
Broadcom (AVGO)	2.8	$4.2M		3.2k	1325.44	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	2.8	$4.2M		58k	72.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.7	$4.0M		53k	75.40	View chart
PIMCO Corporate Opportunity Fund (PTY)	2.6	$3.9M		262k	14.87	View chart
Microsoft Corporation (MSFT)	2.5	$3.8M		8.9k	420.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.5	$3.7M		19k	191.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.2	$3.2M		12k	260.72	View chart
Visa Com Cl A (V)	1.9	$2.7M		9.8k	279.09	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.8	$2.7M		20k	136.05	View chart
Expeditors International of Washington (EXPD)	1.8	$2.6M		22k	121.57	View chart
Qualcomm (QCOM)	1.7	$2.6M		15k	169.30	View chart
Diamond Hill Invt Group Com New (DHIL)	1.7	$2.5M		16k	154.17	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$2.5M		15k	162.86	View chart
Lockheed Martin Corporation (LMT)	1.7	$2.4M		5.4k	454.87	View chart
JPMorgan Chase & Co. (JPM)	1.6	$2.3M		12k	200.29	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$2.2M		6.5k	344.19	View chart
Bank of America Corporation (BAC)	1.4	$2.1M		54k	37.92	View chart
Anthem (ELV)	1.4	$2.0M		3.9k	518.54	View chart
Apple (AAPL)	1.4	$2.0M		12k	171.48	View chart
Fidelity National Information Services (FIS)	1.2	$1.7M		24k	74.18	View chart
Medtronic SHS (MDT)	1.1	$1.7M		19k	87.15	View chart
Paypal Holdings (PYPL)	1.1	$1.6M		24k	66.99	View chart
Johnson & Johnson (JNJ)	1.1	$1.6M		10k	158.18	View chart
Valero Energy Corporation (VLO)	1.1	$1.6M		9.3k	170.69	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$1.6M		10k	155.91	View chart
Cisco Systems (CSCO)	1.0	$1.5M		29k	49.91	View chart
Exxon Mobil Corporation (XOM)	1.0	$1.5M		13k	116.24	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$1.4M		18k	80.63	View chart
Amgen (AMGN)	0.9	$1.4M		4.9k	284.34	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.9	$1.3M		5.5k	235.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.3M		8.4k	152.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$1.2M		21k	58.65	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$1.1M		9.8k	116.84	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$1.1M		2.00	535442.00	View chart
UnitedHealth (UNH)	0.7	$1.0M		2.0k	494.58	View chart
Booking Holdings (BKNG)	0.7	$972k		268.00	3625.91	View chart
Occidental Petroleum Corporation (OXY)	0.6	$860k		13k	64.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$849k		20k	41.77	View chart
O'reilly Automotive (ORLY)	0.6	$830k		735.00	1129.18	View chart
Enbridge (ENB)	0.6	$815k		23k	36.18	View chart
NVR (NVR)	0.5	$764k		94.00	8124.38	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.5	$757k		1.4k	522.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$589k		9.8k	60.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$398k		1.7k	228.64	View chart
Wal-Mart Stores (WMT)	0.2	$361k	+200%	6.0k	60.17	View chart

Past Filings by Evergreen Wealth Management

SEC 13F filings are viewable for Evergreen Wealth Management going back to 2022

Evergreen Wealth Management 2024 Q1 filed May 3, 2024
Evergreen Wealth Management 2023 Q4 filed Feb. 6, 2024
Evergreen Wealth Management 2023 Q3 filed Nov. 14, 2023
Evergreen Wealth Management 2023 Q2 filed Aug. 3, 2023
Evergreen Wealth Management 2023 Q1 filed April 25, 2023
Evergreen Wealth Management 2022 Q4 filed Feb. 14, 2023

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