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| Name: |
Evergreen Private Wealth LLC |
| City: |
GREENWOOD VILLAGE |
| State: |
CO |
| Zip: |
80111 |
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data |
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| Holdings
Found :
7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
EOG |
EOG Resources Inc |
28 |
New |
$129.94 |
$2,990,000 |
23,389 |
1.5% |
2,990,000 |
23,389 |
0.004 |
Independent Oil & Gas |
|
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PH |
Parker Hannifin Corp |
32 |
New |
$545.11 |
$2,885,000 |
5,190 |
1.45% |
2,885,000 |
5,190 |
0.004 |
Industrial Equipment ... |
|
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WST |
West Pharmaceutical Service... |
42 |
New |
$355.64 |
$1,527,000 |
3,859 |
0.76% |
1,527,000 |
3,859 |
0.005 |
Rubber & Plastics |
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FMDE |
Fidelity Enhanced Mid Cap Etf |
58 |
New |
$0.00 |
$364,000 |
11,905 |
0.18% |
364,000 |
11,905 |
0.132 |
N/A |
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FENI |
Fidelity Enhanced Internati... |
62 |
New |
$0.00 |
$250,000 |
8,746 |
0.13% |
250,000 |
8,746 |
0.01 |
N/A |
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FB |
Meta Platforms Inc |
170 |
New |
$471.91 |
$7,000 |
15 |
0% |
7,000 |
15 |
0 |
Internet Service Prov... |
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UBER |
Uber Technologies, Inc |
196 |
New |
$65.67 |
$1,000 |
9 |
0% |
1,000 |
9 |
0 |
N/A |
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