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Evergreen Wealth Partners LLC

All holdings · as of Dec 31, 2025

79 positions

CompanyClassValueShares% of portfolio
MORGAN STANLEY ETF TRUST$203.5K4,0400.2%
iShares MSCI UAE ETF$211.0K1,0620.2%
PIMCO ETF TR$211.5K4,0350.2%
Netflix Inc$211.9K2,2600.2%
PROSHARES TR$217.9K2,0940.2%
RBB FUND TRUST$225.5K4,9000.2%
NEXTERA ENERGY INC$227.6K2,8350.2%
iShares MSCI UAE ETF$231.4K3,7720.2%
REALTY INCOME CORP$233.0K4,1330.2%
EXXON MOBIL CORP$233.6K1,9410.2%
ELI LILLY & Co$235.1K2190.2%
SPDR S&P 500 ETF TR$245.9K3610.2%
Amazon.com Inc$248.8K1,0780.2%
Alphabet Inc.$252.7K8070.2%
ISHARES TR$255.7K10,0470.2%
ISHARES TR$257.7K11,0120.2%
STRYKER CORP$263.2K7490.2%
STARBUCKS CORP$270.2K3,2080.2%
VANECK ETF TRUST$270.8K7520.2%
NVIDIA Corp$286.7K1,5370.2%
Dutch Bros Inc.$288.0K4,7040.2%
MURPHY OIL CORP$289.4K9,2600.2%
Mastercard Inc$291.4K5100.2%
ORACLE CORP$301.2K1,5450.3%
VANGUARD WORLD FD$316.1K2,6130.3%
ISHARES TR$316.3K13,0560.3%
ISHARES TR$319.7K13,1680.3%
VANGUARD ADMIRAL FDS INC$320.1K7200.3%
PIMCO ETF TR$334.9K3,3380.3%
VANGUARD INDEX FDS$359.3K2,0260.3%
FRANKLIN TEMPLETON ETF TR$362.9K14,5910.3%
Walt Disney Co$365.2K3,2100.3%
ABBOTT LABORATORIES$385.5K3,0770.3%
HOME DEPOT, INC.$387.6K1,1260.3%
VANGUARD INDEX FDS$400.6K1,5530.3%
ISHARES TR$403.1K3,1290.3%
ISHARES TR$414.1K9,1110.3%
AbbVie Inc.$422.4K1,8490.4%
MCDONALD'S CORP$424.1K1,3880.4%
NIKE, Inc.$425.0K6,6710.4%
PEPSICO INC$430.5K2,9990.4%
PGIM ETF TR$504.5K11,8000.4%
ISHARES TR$530.1K10,5040.4%
PIMCO ETF TR$546.8K10,8430.5%
Alphabet Inc.$556.2K1,7720.5%
VANGUARD INDEX FDS$585.5K1,7460.5%
BLACKROCK ETF TRUST II$622.8K25,9080.5%
INVESCO EXCHANGE TRADED FD T$653.8K6,3840.6%
J P MORGAN EXCHANGE TRADED F$672.9K7,2510.6%
INVESCO QQQ TR$679.2K1,1060.6%
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