Holdings
Evergreen Wealth Partners LLC
As of Jun 30, 2026, Evergreen Wealth Partners LLC reported 33 positions worth US$21.9M. Largest: Costco Wholesale Corporation, Visa Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Costco Wholesale Corporation | 3,327 | US$3.11M | +1,284 | Jun 30, 2026 |
| Visa Inc. | 6,750 | US$2.32M | −239 | Jun 30, 2026 |
| Apple Inc | 7,093 | US$2.05M | +245 | Jun 30, 2026 |
| Murphy Usa Inc. | 3,303 | US$1.78M | no change | Jun 30, 2026 |
| Microsoft Corp. | 4,535 | US$1.69M | +90 | Jun 30, 2026 |
| Johnson & Johnson | 3,795 | US$964K | +12 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,656 | US$949K | +230 | Jun 30, 2026 |
| Tesla, Inc. | 2,187 | US$920K | −39 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,785 | US$893K | +349 | Jun 30, 2026 |
| Abbvie Inc. | 1,866 | US$470K | +14 | Jun 30, 2026 |