Evergreen Wealth Solutions, LLC Purchases in Q3 2025

Evergreen Wealth Solutions, LLC

  • $170 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
627
+ 1.27%
$153.3 - $186.58 $96.1K - $117K
49.8K $9.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18K
New
$39.8 - $42.86 $718K - $774K
18K $772K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.22K
+ 0.55%
$53.81 - $57.52 $65.9K - $70.4K
223K $12.8M
NWBI
Northwest Bancshares, Inc.

Financial Services
36.7K
New
$11.5 - $13.53 $422K - $497K
36.7K $454K
IVV
Ishares Core S&P 500 ETF

ETFs
331
+ 8.61%
$620.67 - $670.08 $205K - $222K
4.17K $2.79M
JPIE
J P Morgan Exchange Traded Fd
8.43K
+ 27.68%
$46.01 - $46.55 $388K - $392K
38.9K $1.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.31K
New
$224.68 - $282.71 $294K - $370K
1.31K $365K
NVS
Novartis Ag

Healthcare
2.53K
New
$113.5 - $129.73 $287K - $328K
2.53K $324K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
3.5K
+ 1.28%
$20.34 - $21.61 $71.3K - $75.7K
277K $5.97M
PM
Philip Morris International Inc.

Consumer Defensive
1.76K
New
$157.77 - $183.27 $277K - $322K
1.76K $284K
GLW
Corning Inc

Technology
2.8K
New
$51.6 - $82.03 $144K - $230K
2.8K $229K
PSX
Phillips 66

Energy
1.66K
New
$118.37 - $139.46 $196K - $231K
1.66K $225K
CHKP
Check Point Software Technologies LTD

Technology
1.07K
New
$180.73 - $231.23 $193K - $247K
1.07K $220K
WST
West Pharmaceutical Services Inc

Healthcare
814
New
$210.08 - $279.1 $171K - $227K
814 $213K
PNR
Pentair PLC

Industrials
1.88K
New
$100.62 - $112.59 $189K - $211K
1.88K $207K
ACWI
Ishares Msci Acwi ETF

ETFs
1.49K
New
$128.32 - $138.41 $191K - $206K
1.49K $205K
ASML
Asml Holding Nv

Technology
210
New
$689.63 - $968.09 $145K - $203K
210 $203K
ERIC
Ericsson Lm Telephone CO

Technology
23.4K
New
$7.2 - $8.55 $169K - $200K
23.4K $193K
PLTR
Palantir Technologies Inc.

Technology
63
+ 1.61%
$130.68 - $186.97 $8.23K - $11.8K
3.99K $726K
MSFT
Microsoft Corp

Technology
87
+ 1.27%
$491.09 - $535.64 $42.7K - $46.6K
6.91K $3.58M
WMT
Walmart Inc.

Consumer Defensive
1.37K
+ 54.86%
$94.4 - $104.27 $130K - $143K
3.87K $399K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
57
+ 1.49%
$195.29 - $223.85 $11.1K - $12.8K
3.88K $861K
ORCL
Oracle Corp

Technology
30
+ 2.16%
$218.96 - $328.33 $6.57K - $9.85K
1.42K $398K
IWP
Ishares Russell Mid Cap Growth

ETFs
341
+ 4.27%
$137.51 - $145.26 $46.9K - $49.5K
8.34K $1.19M
LYG
Lloyds Banking Group PLC

Financial Services
15.2K
New
$4.03 - $4.63 $61.1K - $70.2K
15.2K $68K
TTE
Total Energies Se

Energy
856
+ 20.89%
N/A
4.95K $339K
SDG
Ishares Trust Ishares Msci Glo

ETFs
15
+ 0.2%
$75.87 - $83.26 $1.14K - $1.25K
7.44K $619K
NUE
Nucor Corp

Basic Materials
212
+ 5.8%
$133.3 - $150.33 $28.3K - $31.9K
3.87K $523K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
724
+ 0.95%
$24.97 - $25.78 $18.1K - $18.7K
76.6K $1.96M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
850
+ 9.63%
$50.47 - $50.74 $42.9K - $43.1K
9.68K $490K
MAS
Masco Corp

Industrials
109
+ 2.29%
$64.44 - $76.07 $7.02K - $8.29K
4.87K $343K
VTI
Vanguard Total Stock Market Et

ETFs
19
+ 1.68%
$303.93 - $329.86 $5.77K - $6.27K
1.15K $378K
IBDV
Ishares Tr

Technology
729
+ 0.83%
$21.75 - $22.22 $15.9K - $16.2K
88.7K $1.96M
HDV
Ishares Core High Dividend ETF

ETFs
119
+ 4.78%
$118.16 - $123.66 $14.1K - $14.7K
2.61K $319K
CGXU
Capital Group Intl Focus Equit

ETFs
5
+ 0.05%
$26.49 - $29.62 $132 - $148
10.7K $315K
AMZN
Amazon Com Inc

Consumer Cyclical
91
+ 1.11%
$211.65 - $238.24 $19.3K - $21.7K
8.32K $1.83M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
424
+ 0.55%
$25.24 - $25.56 $10.7K - $10.8K
77.1K $1.97M
CZNC
Citizens & Northern Corp

Financial Services
24
+ 0.14%
$18.39 - $20.55 $441 - $493
16.9K $334K
QCOM
Qualcomm Inc

Technology
9
+ 0.6%
$145.84 - $173.55 $1.31K - $1.56K
1.5K $249K
TGT
Target Corp

Consumer Defensive
391
+ 13.78%
$86.56 - $107.43 $33.8K - $42K
3.23K $289K
BA
Boeing CO

Industrials
7
+ 0.62%
$209.79 - $237.38 $1.47K - $1.66K
1.14K $244K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
56
+ 0.85%
$45.07 - $47.56 $2.52K - $2.66K
6.68K $307K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
335
+ 0.41%
N/A
81.4K $1.93M
CIG
Energy CO Of Minas Gerais

Utilities
940
+ 3.94%
$1.81 - $2.13 $1.7K - $2K
24.8K $52K
Capital Grp Fixed Incm ETF T
10.8K
+ 14.85%
N/A
83.9K $0
Natwest Group PLC
12.8K
New
N/A
12.8K $0
Goldman Sachs ETF Tr
100
+ 0.57%
N/A
17.7K $0
CGMU
Capital Group Core Plus Income
1.15K
+ 7.86%
N/A
15.8K $0
Capital Group Global Equity
27.8K
+ 63.82%
N/A
71.4K $0
Activity Summary
Buys All Purchases 53 New Holdings 15 Increased Positions 38 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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