Evergreen Wealth Management, LLC - Portfolio Stock Holdings
Report Period:
June 30, 2024No. of Stocks:
55Est. Stock Holding Value:
$146,549,089Top Stock Holdings By Sector
Portfolio Stock Holdings - Evergreen Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|---|---|---|---|---|---|
| VIG | 45,089 | $8,230,997 | 5.62% | - | - | - |
| VYM | 66,461 | $7,882,275 | 5.38% | - | - | - |
| BSV | 89,134 | $6,836,578 | 4.67% | - | - | - |
| VTI | 25,205 | $6,742,590 | 4.60% | +3 | +$803 | +0.01% |
| AMZN | 34,106 | $6,590,985 | 4.50% | - | - | - |
| META | 12,204 | $6,153,501 | 4.20% | - | - | - |
| JEPI | 106,142 | $6,016,129 | 4.11% | - | - | - |
| GOOGL | 29,435 | $5,361,585 | 3.66% | - | - | - |
| MKL | 3,183 | $5,015,326 | 3.42% | - | - | - |
| BRK.B | 12,102 | $4,923,094 | 3.36% | - | - | - |
| BLV | 57,742 | $4,058,685 | 2.77% | - | - | - |
| BIV | 53,253 | $3,988,117 | 2.72% | - | - | - |
| MSFT | 8,916 | $3,985,006 | 2.72% | - | - | - |
| PTY | 261,606 | $3,743,582 | 2.55% | - | - | - |
| VBR | 19,288 | $3,520,446 | 2.40% | - | - | - |
| TSM | 19,623 | $3,410,674 | 2.33% | - | - | - |
| VBK | 12,428 | $3,108,616 | 2.12% | - | - | - |
| QCOM | 15,230 | $3,033,511 | 2.07% | - | - | - |
| EXPD | 21,687 | $2,706,321 | 1.85% | - | - | - |
| V | 9,815 | $2,576,143 | 1.76% | - | - | - |
| LMT | 5,383 | $2,514,399 | 1.72% | - | - | - |
| AAPL | 11,817 | $2,488,897 | 1.70% | - | - | - |
| VTV | 15,296 | $2,453,631 | 1.67% | - | - | - |
| VUG | 6,509 | $2,434,431 | 1.66% | - | - | - |
| JPM | 11,488 | $2,323,563 | 1.59% | - | - | - |
| DHIL | 16,316 | $2,296,477 | 1.57% | - | - | - |
| BAC | 54,421 | $2,164,323 | 1.48% | - | - | - |
| ELV | 3,935 | $2,132,219 | 1.45% | - | - | - |
| FIS | 23,506 | $1,771,412 | 1.21% | - | - | - |
| GOOG | 8,412 | $1,542,929 | 1.05% | - | - | - |
| AMGN | 4,892 | $1,528,505 | 1.04% | - | - | - |
| VOE | 10,074 | $1,515,432 | 1.03% | - | - | - |
| MDT | 19,165 | $1,508,477 | 1.03% | - | - | - |
| JNJ | 10,167 | $1,486,009 | 1.01% | - | - | - |
| VLO | 9,279 | $1,454,576 | 0.99% | - | - | - |
| XOM | 12,495 | $1,438,424 | 0.98% | - | - | - |
| PYPL | 24,374 | $1,414,423 | 0.97% | - | - | - |
| SCHD | 17,965 | $1,396,958 | 0.95% | - | - | - |
| CSCO | 29,380 | $1,395,844 | 0.95% | - | - | - |
| VOT | 5,482 | $1,258,448 | 0.86% | - | - | - |
| BRK.A | 2 | $1,224,482 | 0.84% | - | - | - |
| VEU | 20,527 | $1,203,703 | 0.82% | - | - | - |
| VSS | 9,823 | $1,154,104 | 0.79% | - | - | - |
| BKNG | 268 | $1,061,682 | 0.72% | - | - | - |
| UNH | 2,032 | $1,034,816 | 0.71% | - | - | - |
| VWO | 20,336 | $889,903 | 0.61% | - | - | - |
| OXY | 13,239 | $834,454 | 0.57% | - | - | - |
| ENB | 22,513 | $801,238 | 0.55% | - | - | - |
| ORLY | 735 | $776,204 | 0.53% | - | - | - |
| NVR | 94 | $713,325 | 0.49% | - | - | - |
| VXUS | 9,762 | $588,649 | 0.40% | - | - | - |
| ULTA | 1,448 | $558,740 | 0.38% | - | - | - |
| AVGO | 3,162 | $518,821 | 0.35% | - | - | - |
| WMT | 6,000 | $406,260 | 0.28% | - | - | - |
| VB | 1,739 | $379,172 | 0.26% | - | - | - |