Evergreen Wealth Partners LLC
CIK
2101006
City
KALISPELL
State / Country
MT
Top Portfolio Positions
34 positions ·
$18,670,796 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
6,989 | $2,112,355 | 11.31% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,043 | $2,035,706 | 10.90% |
| AAPL |
Apple Inc.
Technology
|
6,848 | $1,737,953 | 9.31% |
| MSFT |
Microsoft Corp
Technology
|
4,445 | $1,645,405 | 8.81% |
| MUSA |
Murphy USA Inc.
Consumer Cyclical
|
3,303 | $1,631,582 | 8.74% |
| JNJ |
Johnson & Johnson
Healthcare
|
3,783 | $924,716 | 4.95% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,226 | $827,515 | 4.43% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,079 | $622,777 | 3.34% |
| PEP |
Pepsico Inc
Consumer Defensive
|
2,763 | $429,066 | 2.30% |
| ABBV |
AbbVie Inc.
Healthcare
|
1,852 | $402,791 | 2.16% |
Portfolio Trend
Holdings in CLM
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,945 | 11,531 | Shares | Sole | 2026-05-08 | |
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