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Home > Institutional Investor > Evergreen Private Wealth Llc > Profile

Instuitional Investor - Evergreen Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Private Wealth Llc
Portfolio Value $213,963,231
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Check Point Software Techs Ltd
 CHKP 42,427 $9,669,981 4.52%
2.
Berkshire Hathaway Inc
 BRK.A 16,209 $8,632,567 4.03%
3.
Netflix Inc
 NFLX 8,773 $8,180,849 3.82%
4.
Spdr Index Shs Fds - MSCI EAFE STRTGC
 98,358 $7,765,992 3.63%
5.
Ishares Tr - 10-20 YR TRS ETF
 70,399 $7,303,931 3.41%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)