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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 $238,676,339
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Netflix Inc
 NFLX 8,028 $10,750,196 4.5%
2.
Check Point Software Techs Ltd
 CHKP 41,444 $9,169,503 3.84%
3.
Spdr Index Shs Fds - MSCI EAFE STRTGC
 103,890 $8,865,990 3.71%
4.
Applied Materials Inc
 AMAT 46,469 $8,507,124 3.56%
5.
Microsoft Corp
 MSFT 16,447 $8,181,010 3.43%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)