News + Filings Holdings
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Evergreen Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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JOHNSON & JOHNSON
| JNJ | Common | 10,863 | -5,543 | 1,798,046,000 | -1,100,125,000 | 1.41 | |
Hist
| 06/30/2023 |
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ENBRIDGE INC
| ENB | COM | 21,842 | -18,303 | 811,423,000 | -758,228,000 | 0.64 | 0.00 |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 12,116 | -2,381 | 1,299,399,000 | -299,656,000 | 1.02 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SCPB | Common | 107,785 | -7,831 | 3,173,187,000 | -175,446,000 | 2.49 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 11,056 | -758 | 1,607,957,000 | 23,647,000 | 1.26 | 0.00 |
Hist
| 06/30/2023 |
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O REILLY AUTOMOTIVE INC
| ORLY | COM | 735 | -59 | 702,332,000 | 32,447,000 | 0.55 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VOT | Common | 6,422 | -4,204 | 1,288,190,000 | 190,315,000 | 1.01 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 8,050 | -645 | 973,781,000 | 202,263,000 | 0.76 | |
Hist
| 06/30/2023 |
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Broadcom Ltd
| AVGO | COM | 3,052 | -866 | 2,647,264,000 | 456,811,000 | 2.07 | |
Hist
| 06/30/2023 |
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Palladium Group Holdings Pty Ltd
| PTY | COM | 249,364 | -5,830 | 3,491,097,000 | 477,801,000 | 2.73 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 8,676 | -308 | 2,954,484,000 | 799,877,000 | 2.31 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 28,407 | -481 | 3,400,318,000 | 851,532,000 | 2.66 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 44,364 | -275,208 | 7,205,965,000 | 957,249,000 | 5.64 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 15,269 | -3,921 | 4,381,885,000 | 2,072,516,000 | 3.43 | |
Hist
| 06/30/2023 |
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