Long-term investor
Evergreen Private Wealth LLC @evergreenprivatewealthll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010098).
Record
- Tracked since 2025-06-30 (446 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +1.2% · 6 months n/a · 1 year +6.7% · all +6.7%
- Max drawdown n/a · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 038222105 · 9.5% · long · since 2025-06-30
- 02079K305 · 4.2% · long · since 2025-06-30
- 78463X434 · 3.9% · long · since 2025-06-30
- 084670702 · 3.2% · long · since 2025-06-30
- 464288653 · 3.1% · long · since 2025-06-30
- ROST · 3.0% · long · since 2025-06-30
- 97717X578 · 3.0% · long · since 2025-06-30
- JPM · 2.8% · long · since 2025-06-30
- 040413205 · 2.8% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- TMO · 2.6% · long · since 2025-06-30