Evergreen Wealth Solutions, LLC New Holdings in Q4 2024

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
3.27K
New
$159.67 - $250.0 $521K - $817K
3.27K $757K
LLY
Eli Lilly & CO

Healthcare
530
New
$727.2 - $932.06 $385K - $494K
530 $409K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.76K
New
$124.26 - $134.12 $343K - $370K
2.76K $354K
EXC
Exelon Corp

Utilities
8.28K
New
$36.22 - $40.97 $300K - $339K
8.28K $311K
GOOG
Alphabet Inc.

Communication Services
1.5K
New
$163.08 - $198.16 $245K - $297K
1.5K $285K
ADP
Automatic Data Processing Inc

Industrials
941
New
$280.08 - $307.97 $264K - $290K
941 $275K
DE
Deere & CO

Industrials
584
New
$389.45 - $466.0 $227K - $272K
584 $247K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.29K
New
$170.03 - $192.78 $219K - $249K
1.29K $238K
SUB
Ishares Short Term National Mu

ETFs
1.95K
New
$104.94 - $106.2 $205K - $207K
1.95K $205K
Capital Grp Fixed Incm ETF T
10.2K
New
N/A
10.2K $0
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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