Evergreen Wealth Management, LLC
CIK
1965292
City
Williamston
State / Country
MI
Top Portfolio Positions
33 positions ·
$107,310,064 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,361 | $7,781,175 | 7.25% |
| PBI |
Pitney Bowes Inc /De/
Industrials
|
698,165 | $7,714,723 | 7.19% |
| MKL |
Markel Group Inc.
Financial Services
|
3,728 | $7,135,652 | 6.65% |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,244 | $6,971,604 | 6.50% |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
8,344 | $6,446,908 | 6.01% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
18,050 | $6,099,997 | 5.68% |
| META |
Meta Platforms, Inc.
Communication Services
|
10,016 | $5,730,454 | 5.34% |
| ELV |
Elevance Health, Inc.
Healthcare
|
18,729 | $5,482,914 | 5.11% |
| DIS |
Walt Disney Co
Communication Services
|
50,146 | $4,833,071 | 4.50% |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
365,641 | $4,409,630 | 4.11% |
Holdings in PTY
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,409,630 | 365,641 | Shares | Sole | 2026-05-04 | |
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