Evergreen Wealth Solutions, LLC Incresed Positions in Q2 2025

Evergreen Wealth Solutions, LLC

  • $160 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
890
+ 1.84%
$94.31 - $157.99 $83.9K - $141K
49.2K $7.77M
IVV
Ishares Core S&P 500 ETF

ETFs
3.19K
+ 484.04%
$498.8 - $620.9 $1.59M - $1.98M
3.84K $2.39M
USTB
Victory Portfolios Ii Victorys

ETFs
20.2K
+ 102.8%
$50.21 - $50.82 $1.02M - $1.03M
39.9K $2.03M
AVGO
Broadcom Inc.

Technology
2.12K
+ 86.09%
$146.29 - $275.65 $310K - $584K
4.58K $1.26M
JPIE
J P Morgan Exchange Traded Fd
15K
+ 96.79%
$45.12 - $46.32 $676K - $694K
30.5K $1.41M
META
Meta Platforms, Inc.

Communication Services
576
+ 40.42%
$484.66 - $738.09 $279K - $425K
2K $1.48M
FLMI
Franklin Dynamic Municipal Bon

ETFs
17.7K
+ 145.68%
$23.57 - $24.6 $417K - $435K
29.9K $724K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.58K
+ 70.47%
$139.8 - $197.22 $221K - $312K
3.82K $753K
GOOGL
Alphabet Inc.

Communication Services
184
+ 1.56%
$144.7 - $178.6 $26.6K - $32.9K
11.9K $2.11M
PLTR
Palantir Technologies Inc.

Technology
480
+ 13.95%
$74.01 - $144.25 $35.5K - $69.2K
3.92K $534K
GOOG
Alphabet Inc.

Communication Services
973
+ 75.37%
$146.58 - $180.01 $143K - $175K
2.26K $401K
CSCO
Cisco Systems, Inc.

Technology
529
+ 3.02%
$53.19 - $69.38 $28.1K - $36.7K
18K $1.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
400
+ 8.78%
$152.42 - $182.82 $61K - $73.1K
4.96K $906K
AMP
Ameriprise Financial Inc

Financial Services
43
+ 3.72%
$422.19 - $533.73 $18.2K - $23K
1.2K $639K
FISV
Fiserv Inc

Technology
586
+ 22.01%
N/A
3.25K $406K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.13K
+ 14.61%
$50.36 - $50.68 $56.7K - $57K
8.83K $447K
BAC
Bank Of America Corp

Financial Services
5
+ 0.06%
$34.39 - $47.46 $172 - $237
8.99K $425K
NUE
Nucor Corp

Basic Materials
133
+ 3.78%
$103.22 - $131.43 $13.7K - $17.5K
3.65K $473K
QS
Quantum Scape Corp

Consumer Cyclical
2.56K
+ 20.57%
$3.47 - $7.65 $8.88K - $19.6K
15K $100K
AMGN
Amgen Inc

Healthcare
249
+ 37.39%
$262.28 - $309.85 $65.3K - $77.2K
915 $255K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.61K
+ 3.36%
$25.04 - $25.18 $40.4K - $40.6K
49.6K $1.25M
OLED
Universal Display Corp Pa

Technology
6
+ 0.28%
$106.6 - $161.02 $640 - $966
2.14K $330K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
550
+ 9.17%
N/A
6.55K $206K
ADP
Automatic Data Processing Inc

Industrials
14
+ 1.47%
$276.76 - $326.81 $3.87K - $4.58K
969 $298K
CIG
Energy CO Of Minas Gerais

Utilities
1K
+ 4.37%
$1.62 - $1.96 $1.62K - $1.96K
23.9K $46K
HDV
Ishares Core High Dividend ETF

ETFs
115
+ 4.85%
$108.41 - $120.51 $12.5K - $13.9K
2.49K $291K
GILD
Gilead Sciences, Inc.

Healthcare
44
+ 2.11%
$96.91 - $113.0 $4.26K - $4.97K
2.13K $236K
CGMU
Capital Group Core Plus Income
2.95K
+ 25.26%
N/A
14.6K $0
BDN
Brandywine Realty Trust

Real Estate
400
+ 3.51%
$3.5 - $4.58 $1.4K - $1.83K
11.8K $50K
Capital Grp Fixed Incm ETF T
27.9K
+ 61.97%
N/A
73K $0
J P Morgan Exchange Traded F
2.8K
+ 58.09%
N/A
7.62K $0
ABBV
Abb Vie Inc.

Healthcare
416
+ 11.46%
$170.16 - $206.27 $70.8K - $85.8K
4.05K $751K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
8.26K
+ 3.11%
$19.55 - $21.78 $161K - $180K
273K $5.68M
CZNC
Citizens & Northern Corp

Financial Services
25
+ 0.15%
$18.07 - $20.04 $452 - $501
16.9K $319K
XOM
Exxon Mobil Corp

Energy
10
+ 0.26%
$99.93 - $119.04 $999 - $1.19K
3.81K $410K
AAPL
Apple Inc.

Technology
1.63K
+ 7.36%
$172.42 - $223.89 $282K - $366K
23.8K $4.89M
UNH
Unitedhealth Group Inc

Healthcare
141
+ 19.39%
$274.35 - $599.47 $38.7K - $84.5K
868 $270K
CODI
Compass Diversified Holdings

Industrials
139
+ 1.25%
$6.0 - $18.81 $834 - $2.61K
11.3K $70K
Activity Summary
Buys All Purchases 54 New Holdings 15 Increased Positions 39 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email