Holdings
Evergreen Private Wealth LLC
As of Jun 30, 2026, Evergreen Private Wealth LLC reported 50 positions worth US$176M. Largest: Applied Materials, Inc., Alphabet Inc (google) Class C and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 34,994 | US$25.7M | −3,413 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 31,355 | US$11.4M | −1,060 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 17,170 | US$8.59M | +206 | Jun 30, 2026 |
| Ross Stores, Inc. | 37,575 | US$8.1M | −560 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 23,343 | US$7.64M | +415 | Jun 30, 2026 |
| Arista Networks, Inc. | 44,215 | US$7.61M | −1,336 | Jun 30, 2026 |
| Amazon.com, Inc. | 30,096 | US$7.17M | +94 | Jun 30, 2026 |
| Apple Inc | 24,424 | US$7.07M | +275 | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 13,754 | US$6.9M | +304 | Jun 30, 2026 |
| Fortinet, Inc. | 43,571 | US$6.69M | −1,744 | Jun 30, 2026 |