Evergreen-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVR",
  "GOOGL",
  "PTY",
  "QCOM",
  "BKNG",
  "META",
  "MDT",
  "MSFT",
  "FIS",
  "ORLY",
  "PYPL",
  "UNH",
  "AAPL",
  "NVDA",
  "LMT",
  "AMGN",
  "REGN",
  "BIV",
  "VOE",
  "VWO",
  "VSS",
  "VIG",
  null,
  "ULTA",
  "TSM",
  "VYM",
  "AMZN",
  null,
  "VEU",
  "VUG",
  "BLV",
  "VXUS",
  "VBK",
  "VBR",
  "VOT",
  "BSV",
  "VTV",
  "V",
  "WMT",
  "SCHD",
  "MKL",
  "TTD",
  "BRK-B",
  "CVX",
  "CB",
  "CSCO",
  "DHIL",
  "DIS",
  "ELV",
  "GOOG",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 53
Total Value: 167441741
Accession Number: 0001667731-25-000590
Form Type: 13F-HR
CIK: evergreen-wealth-management
Manager Name: Evergreen-Wealth-Management

Data Enrichment

96% identified

51 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

53 positions • $167.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921908844

VIG|921908844

Shares:61.9K

Value:$12.0M

% of Portfolio:7.2% ($12.0M/$167.4M)

922908769

VTI|922908769

Shares:41.2K

Value:$11.3M

% of Portfolio:6.8% ($11.3M/$167.4M)

921946406

VYM|921946406

Shares:67.3K

Value:$8.7M

% of Portfolio:5.2% ($8.7M/$167.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.5K

Value:$7.7M

% of Portfolio:4.6% ($7.7M/$167.4M)

921937793

BLV|921937793

Shares:105.9K

Value:$7.5M

% of Portfolio:4.5% ($7.5M/$167.4M)

46641Q332

Shares:120.4K

Value:$6.9M

% of Portfolio:4.1% ($6.9M/$167.4M)

MARKEL GROUP INC.

MKL|570535104

Shares:3.6K

Value:$6.7M

% of Portfolio:4.0% ($6.7M/$167.4M)

AMAZON COM INC

AMZN|023135106

Shares:30.7K

Value:$5.8M

% of Portfolio:3.5% ($5.8M/$167.4M)

921937819

BIV|921937819

Shares:75.2K

Value:$5.8M

% of Portfolio:3.4% ($5.8M/$167.4M)

Meta Platforms, Inc.

META|30303M102

Shares:9.0K

Value:$5.2M

% of Portfolio:3.1% ($5.2M/$167.4M)

Elevance Health, Inc.

ELV|036752103

Shares:11.4K

Value:$5.0M

% of Portfolio:3.0% ($5.0M/$167.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:28.0K

Value:$4.6M

% of Portfolio:2.8% ($4.6M/$167.4M)

PIMCO CORPORATE & INCOME OPPORTUNITY FUND

PTY|72201B101

Shares:318.1K

Value:$4.6M

% of Portfolio:2.7% ($4.6M/$167.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:29.2K

Value:$4.5M

% of Portfolio:2.7% ($4.5M/$167.4M)

921937827

BSV|921937827

Shares:49.6K

Value:$3.9M

% of Portfolio:2.3% ($3.9M/$167.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:22.3K

Value:$3.7M

% of Portfolio:2.2% ($3.7M/$167.4M)

VISA INC.

V|92826C839

Shares:10.4K

Value:$3.6M

% of Portfolio:2.2% ($3.6M/$167.4M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:5.7K

Value:$3.6M

% of Portfolio:2.1% ($3.6M/$167.4M)

48581R205

Shares:36.5K

Value:$3.4M

% of Portfolio:2.0% ($3.4M/$167.4M)

MICROSOFT CORP

MSFT|594918104

Shares:8.5K

Value:$3.2M

% of Portfolio:1.9% ($3.2M/$167.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VIGcusip921908844)	61.9K	QoQ +14.64% (+7.9K) YoY +37.39% (+16.9K)	All Managers (Combined)	$12.0M	7.2% ($12.0M/$167.4M)	QoQ +13.56% (+$1.4M) YoY +45.95% (+$3.8M)
(VTIcusip922908769)	41.2K	QoQ +15.19% (+5.4K) YoY +63.45% (+16.0K)	All Managers (Combined)	$11.3M	6.8% ($11.3M/$167.4M)	QoQ +9.24% (+$958.4K) YoY +72.84% (+$4.8M)
(VYMcusip921946406)	67.3K	QoQ -0.12% (-87) YoY +1.27% (+846)	All Managers (Combined)	$8.7M	5.2% ($8.7M/$167.4M)	QoQ +0.94% (-$81.2K) YoY +7.94% (+$638.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.5K	QoQ -2.31% (-343) YoY +19.76% (+2.4K)	All Managers (Combined)	$7.7M	4.6% ($7.7M/$167.4M)	QoQ +14.77% (-$993.8K) YoY +51.67% (+$2.6M)
(BLVcusip921937793)	105.9K	QoQ +4.97% (+5.0K) YoY +83.43% (+48.2K)	All Managers (Combined)	$7.5M	4.5% ($7.5M/$167.4M)	QoQ +8.02% (+$554.1K) YoY +78.59% (+$3.3M)
(cusip46641Q332)✕	120.4K	QoQ +2.85% (+3.3K) YoY +13.45% (+14.3K)	All Managers (Combined)	$6.9M	4.1% ($6.9M/$167.4M)	QoQ +2.15% (+$145.2K) YoY +12.04% (+$739.4K)
MARKEL GROUP INC.(MKLcusip570535104)	3.6K	QoQ -0.94% (-34) YoY +12.15% (+387)	All Managers (Combined)	$6.7M	4.0% ($6.7M/$167.4M)	QoQ +7.29% (-$454.1K) YoY +37.84% (+$1.8M)
AMAZON COM INC(AMZNcusip023135106)	30.7K	QoQ -14.34% (-5.1K) YoY -9.91% (-3.4K)	All Managers (Combined)	$5.8M	3.5% ($5.8M/$167.4M)	QoQ -25.71% (-$2.0M) YoY -4.98% (-$306.6K)
(BIVcusip921937819)	75.2K	QoQ +4.90% (+3.5K) YoY +41.20% (+21.9K)	All Managers (Combined)	$5.8M	3.4% ($5.8M/$167.4M)	QoQ +7.48% (+$400.9K) YoY +43.39% (+$1.7M)
Meta Platforms, Inc.(METAcusip30303M102)	9.0K	QoQ -14.64% (-1.6K) YoY -25.86% (-3.2K)	All Managers (Combined)	$5.2M	3.1% ($5.2M/$167.4M)	QoQ -15.97% (-$991.2K) YoY -11.99% (-$711.0K)
Elevance Health, Inc.(ELVcusip036752103)	11.4K	QoQ +17.17% (+1.7K) YoY +190.06% (+7.5K)	All Managers (Combined)	$5.0M	3.0% ($5.0M/$167.4M)	QoQ +38.16% (+$1.4M) YoY +143.31% (+$2.9M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	28.0K	QoQ +4.02% (-1.1K) YoY +42.61% (+8.4K)	All Managers (Combined)	$4.6M	2.8% ($4.6M/$167.4M)	QoQ -12.56% (-$667.4K) YoY +74.00% (+$2.0M)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND(PTYcusip72201B101)	318.1K	QoQ +6.05% (+18.2K) YoY +21.60% (+56.5K)	All Managers (Combined)	$4.6M	2.7% ($4.6M/$167.4M)	QoQ +6.71% (+$289.5K) YoY +18.25% (+$710.0K)
Alphabet Inc.(GOOGLcusip02079K305)	29.2K	QoQ -4.12% (-1.3K) YoY -0.80% (-238)	All Managers (Combined)	$4.5M	2.7% ($4.5M/$167.4M)	QoQ -21.67% (-$1.2M) YoY +1.63% (-$72.4K)
(BSVcusip921937827)	49.6K	QoQ +4.74% (+2.2K) YoY -44.33% (-39.5K)	All Managers (Combined)	$3.9M	2.3% ($3.9M/$167.4M)	QoQ +6.11% (+$223.8K) YoY -43.17% (-$3.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	22.3K	QoQ +1.51% (+333) YoY +119.60% (+12.2K)	All Managers (Combined)	$3.7M	2.2% ($3.7M/$167.4M)	QoQ +16.40% (+$521.8K) YoY +130.22% (+$2.1M)
VISA INC.(Vcusip92826C839)	10.4K	QoQ -3.43% (-370) YoY +5.88% (+578)	All Managers (Combined)	$3.6M	2.2% ($3.6M/$167.4M)	QoQ +7.07% (-$240.7K) YoY +32.97% (+$903.2K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$3.6M	2.1% ($3.6M/$167.4M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
(cusip48581R205)✕	36.5K	QoQ NEW(+36.5K) YoY NEW(+36.5K)	All Managers (Combined)	$3.4M	2.0% ($3.4M/$167.4M)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
MICROSOFT CORP(MSFTcusip594918104)	8.5K	QoQ +0.66% (-56) YoY -4.71% (-420)	All Managers (Combined)	$3.2M	1.9% ($3.2M/$167.4M)	QoQ -10.34% (-$368.0K) YoY -14.97% (-$561.6K)