Evergreen Private Wealth LLC
CIK 2010098 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- PJAN3.86%
- AMAT3.82%
- AMZN3.81%
- ADBE3.58%
- INTU3.46%
- ZTS3.15%
- MSFT3.12%
- HCA2.96%
- BRK.B2.96%
- NFLX2.95%
Share classes counted separately33.67%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PJANINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $7.16M | 3.86% | 192.39K shares | Prior unavailable — | — | ↗▾ |
| 02 | AMATAPPLIED MATERIALS INC View history and evidence | $7.09M | 3.82% | 43.72K shares | Prior unavailable — | — | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $7.08M | 3.81% | 46.57K shares | Prior unavailable — | — | ↗▾ |
| 04 | ADBEADOBE INC View history and evidence | $6.65M | 3.58% | 11.14K shares | Prior unavailable — | — | ↗▾ |
| 05 | INTUINTUIT INC View history and evidence | $6.41M | 3.46% | 10.26K shares | Prior unavailable — | — | ↗▾ |
| 06 | ZTSZOETIS INCCL A View history and evidence | $5.85M | 3.15% | 29.63K shares | Prior unavailable — | — | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $5.79M | 3.12% | 15.39K shares | Prior unavailable — | — | ↗▾ |
| 08 | HCAHCA HEALTHCARE INC View history and evidence | $5.50M | 2.96% | 20.31K shares | Prior unavailable — | — | ↗▾ |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $5.50M | 2.96% | 15.42K shares | Prior unavailable — | — | ↗▾ |
| 10 | NFLXNETFLIX INC View history and evidence | $5.47M | 2.95% | 11.24K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2010098 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 185490729
}Research all 225 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.