StockDriftsStockDriftsTop 50 Evergreen Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATERIALS INC COM USD0.01 | 5.3% | 38.4K | $13.1M | -7.70%(-3.20K) | $153.79(+183.89%) | 2026-03-31 | |
| QEFA | SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | 4.11% | 109.1K | $10.2M | -1.85%(-2.05K) | $73.47(+32.88%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.76% | 32.4K | $9.3M | -0.26%(-86) | $152.57(+163.89%) | 2026-03-31 | |
| TLH | ISHARES TR 10-20 YR TRS ETF | 3.45% | 84.7K | $8.5M | +3.78%(+3.09K) | $103.87(-4.63%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 3.34% | 38.1K | $8.3M | -5.17%(-2.08K) | $146.28(+44.76%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 3.29% | 17.0K | $8.1M | +0.35%(+59) | $366.06(+32.63%) | 2026-03-31 | |
| XSOE | WISDOMTREE TR EM EX ST-OWNED | 2.73% | 168.7K | $6.8M | -0.68%(-1.16K) | $28.68(+66.90%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE &CO. COM | 2.73% | 22.9K | $6.7M | -2.98%(-705) | $158.41(+89.54%) | 2026-03-31 | |
| NFLX | NETFLIX INC | 2.7% | 69.6K | $6.7M | -0.11%(-77) | $43.70(+100.38%) | 2026-03-31 | |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | 2.7% | 46.8K | $6.7M | +0.91%(+422) | $160.43(-28.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.14% | +37.29% |
| Top 20 Holdings Unweighted | +11.15% | +37.32% |
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