Evergreen Wealth Solutions, LLC Purchases in Q4 2024

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QS
Quantum Scape Corp

Consumer Cyclical
1.7K
+ 15.82%
$4.73 - $6.5 $8.04K - $11.1K
12.4K $64K
IBDV
Ishares Tr

Technology
3.95K
+ 3.93%
$21.24 - $22.15 $83.9K - $87.4K
104K $2.23M
Capital Grp Fixed Incm ETF T
10.2K
New
N/A
10.2K $0
UNP
Union Pacific Corp

Industrials
97
+ 5.11%
$223.15 - $249.32 $21.6K - $24.2K
2K $455K
APD
Air Products & Chemicals, Inc.

Basic Materials
9
+ 0.48%
$285.5 - $335.62 $2.57K - $3.02K
1.87K $543K
F
Ford Motor CO

Consumer Cyclical
1.33K
+ 3.38%
$9.69 - $11.4 $12.8K - $15.1K
40.5K $401K
CZNC
Citizens & Northern Corp

Financial Services
23
+ 0.14%
$18.36 - $20.85 $422 - $480
16.8K $312K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
78
+ 1.07%
$40.41 - $45.12 $3.15K - $3.52K
7.36K $298K
UNH
Unitedhealth Group Inc

Healthcare
76
+ 8.31%
$485.52 - $625.25 $36.9K - $47.5K
991 $501K
TGT
Target Corp

Consumer Defensive
442
+ 8.75%
$121.59 - $160.69 $53.7K - $71K
5.49K $742K
MRK
Merck & Co., Inc.

Healthcare
212
+ 4.03%
$96.31 - $114.76 $20.4K - $24.3K
5.47K $544K
ABBV
Abb Vie Inc.

Healthcare
73
+ 1.93%
$164.99 - $203.87 $12K - $14.9K
3.86K $686K
ROP
Roper Technologies Inc

Industrials
4
+ 0.19%
$519.85 - $575.95 $2.08K - $2.3K
2.08K $1.08M
KLAC
Kla Corp

Technology
39
+ 3.79%
$614.46 - $829.55 $24K - $32.4K
1.07K $672K
TMO
Thermo Fisher Scientific Inc.

Healthcare
120
+ 6.13%
$501.29 - $612.85 $60.2K - $73.5K
2.08K $1.08M
OLED
Universal Display Corp Pa

Technology
6
+ 0.28%
$146.2 - $213.81 $877 - $1.28K
2.13K $310K
VZ
Verizon Communications Inc

Communication Services
362
+ 0.9%
$39.6 - $45.21 $14.3K - $16.4K
40.6K $1.62M
Activity Summary
Buys All Purchases 68 New Holdings 10 Increased Positions 58 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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