Evergreen Private Wealth LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Greenwood Village, CO
CIK
0002010098
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 212 215,718 CHKP, AMAT, BRK-B, QEFA 13F-HR 10/31/2024 000201009824000006
Q2 2024 212 202,980 AMAT, CHKP, MSFT, BRK-B 13F-HR 8/12/2024 000201009824000004
Q1 2024 210 199,622 AMAT, CHKP, BRK-B, QEFA 13F-HR 4/16/2024 000201009824000003
Q4 2023 225 185,490 PJAN, AMAT, AMZN, ADBE 13F-HR 2/8/2024 000201009824000001