EVERGREEN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PBI | 586K | $6.69M |
 | DIS | 53K | $6.03M |
 | AMZN | 38K | $8.35M |
 | GOOGL | 36K | $8.69M |
 | CSCO | 35K | $2.40M |
 | TSM | 24K | $6.71M |
 | CPRT | 23K | $1.04M |
 | JNJ | 20K | $3.69M |
 | ELV | 17K | $5.58M |
 | TTD | 16K | $790.54K |
 | BRK-B | 13K | $6.60M |
 | CVX | 13K | $2.02M |
 | V | 11K | $3.61M |
 | NVDA | 10K | $1.91M |
 | GOOG | 10K | $2.39M |
 | REGN | 10K | $5.41M |
 | META | 9K | $6.31M |
 | JXN | 8K | $840.01K |
 | JPM | 8K | $2.51M |
 | MSFT | 7K | $3.59M |
Pitney Bowes Inc.
PBI
Shares Held
586K
Value
$6.69M
The Walt Disney Company
DIS
Shares Held
53K
Value
$6.03M
Amazon.com, Inc.
AMZN
Shares Held
38K
Value
$8.35M
Alphabet Inc.
GOOGL
Shares Held
36K
Value
$8.69M
Cisco Systems, Inc.
CSCO
Shares Held
35K
Value
$2.40M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
24K
Value
$6.71M
Copart, Inc.
CPRT
Shares Held
23K
Value
$1.04M
Johnson & Johnson
JNJ
Shares Held
20K
Value
$3.69M
Elevance Health Inc.
ELV
Shares Held
17K
Value
$5.58M
The Trade Desk, Inc.
TTD
Shares Held
16K
Value
$790.54K
Berkshire Hathaway Inc.
BRK-B
Shares Held
13K
Value
$6.60M
Chevron Corporation
CVX
Shares Held
13K
Value
$2.02M
Visa Inc.
V
Shares Held
11K
Value
$3.61M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.91M
Alphabet Inc.
GOOG
Shares Held
10K
Value
$2.39M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
10K
Value
$5.41M
Meta Platforms, Inc.
META
Shares Held
9K
Value
$6.31M
Jackson Financial Inc.
JXN
Shares Held
8K
Value
$840.01K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.51M
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.59M