Evergreen Wealth Solutions, LLC Reduced Holdings in Q3 2024

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-2.26K
- 14.65%
$148.65 - $191.18 $337K - $433K
13.2K $2.19M
INTC
Intel Corp

Technology
-12.3K
- 38.13%
$18.9 - $34.87 $233K - $429K
20K $468K
CVX
Chevron Corp

Energy
-2.18K
- 29.6%
$137.88 - $161.97 $300K - $352K
5.17K $761K
MSFT
Microsoft Corp

Technology
-521
- 6.86%
$395.15 - $467.56 $206K - $244K
7.07K $3.04M
MUB
Ishares National Muni Bond ETF

ETFs
-3.37K
- 21.41%
$106.13 - $108.7 $358K - $367K
12.4K $1.34M
MCK
Mckesson Corp

Healthcare
-269
- 15.98%
$479.06 - $630.38 $129K - $170K
1.41K $698K
AAPL
Apple Inc.

Technology
-3.45K
- 14.33%
$207.23 - $234.82 $715K - $810K
20.6K $4.8M
F
Ford Motor CO

Consumer Cyclical
-14.5K
- 26.95%
$9.71 - $14.55 $140K - $211K
39.2K $414K
ROP
Roper Technologies Inc

Industrials
-419
- 16.79%
$515.25 - $576.55 $216K - $242K
2.08K $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
-1.49K
- 20.0%
$194.9 - $224.8 $290K - $335K
5.96K $1.26M
KLAC
Kla Corp

Technology
-219
- 17.56%
$696.17 - $892.35 $152K - $195K
1.03K $795K
DIS
Walt Disney CO

Communication Services
-2.06K
- 23.54%
$85.6 - $98.61 $176K - $203K
6.68K $642K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-7.18K
- 31.85%
$23.09 - $25.75 $166K - $185K
15.4K $369K
NUE
Nucor Corp

Basic Materials
-827
- 20.33%
$137.77 - $166.14 $114K - $137K
3.24K $487K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-146
- 25.35%
$1024.09 - $1201.76 $150K - $175K
430 $452K
DTE
Dte Energy CO

Utilities
-2.48K
- 24.98%
$108.67 - $128.41 $270K - $318K
7.45K $956K
TGT
Target Corp

Consumer Defensive
-1.25K
- 19.79%
$133.47 - $159.25 $166K - $198K
5.05K $787K
NVDA
Nvidia Corp

Technology
-352
- 0.77%
$98.91 - $134.91 $34.8K - $47.5K
45.2K $5.49M
PRU
Prudential Financial Inc

Financial Services
-1.3K
- 23.34%
$105.53 - $127.32 $137K - $165K
4.27K $516K
COP
Conocophillips

Energy
-844
- 18.13%
$102.3 - $116.61 $86.3K - $98.4K
3.81K $401K
JNJ
Johnson & Johnson

Healthcare
-1.33K
- 25.03%
$145.48 - $167.38 $194K - $223K
4K $647K
MA
Mastercard Inc

Financial Services
-595
- 19.17%
$429.6 - $500.99 $256K - $298K
2.51K $1.24M
MRK
Merck & Co., Inc.

Healthcare
-562
- 9.66%
$111.15 - $128.97 $62.5K - $72.5K
5.26K $597K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.44K
- 12.16%
$50.61 - $50.96 $123K - $124K
17.6K $896K
DHR
Danaher Corp

Healthcare
-571
- 37.99%
$239.25 - $280.76 $137K - $160K
932 $259K
UNH
Unitedhealth Group Inc

Healthcare
-358
- 28.12%
$488.01 - $604.18 $175K - $216K
915 $534K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-420
- 17.66%
$531.86 - $624.21 $223K - $262K
1.96K $1.21M
CMI
Cummins Inc

Industrials
-499
- 38.89%
$266.63 - $326.4 $133K - $163K
784 $253K
CSCO
Cisco Systems, Inc.

Technology
-4.16K
- 18.53%
$44.74 - $53.22 $186K - $222K
18.3K $974K
ACN
Accenture PLC

Technology
-515
- 28.45%
$295.44 - $355.81 $152K - $183K
1.3K $457K
SYK
Stryker Corp

Healthcare
-369
- 16.85%
$315.94 - $371.96 $117K - $137K
1.82K $657K
PFE
Pfizer Inc

Healthcare
-3.48K
- 17.83%
$27.7 - $31.39 $96.3K - $109K
16K $463K
VLO
Valero Energy Corp

Energy
-220
- 11.31%
$132.81 - $163.48 $29.2K - $36K
1.73K $233K
ABBV
Abb Vie Inc.

Healthcare
-994
- 20.78%
$163.84 - $199.33 $163K - $198K
3.79K $748K
FISV
Fiserv Inc

Technology
-555
- 13.41%
N/A
3.59K $448K
GNRC
Generac Holdings Inc.

Industrials
-855
- 33.79%
$133.16 - $159.78 $114K - $137K
1.68K $266K
SWK
Stanley Black & Decker, Inc.

Industrials
-2.99K
- 34.24%
$77.75 - $110.17 $232K - $329K
5.74K $631K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-2.52K
- 11.37%
$25.97 - $26.11 $65.4K - $65.7K
19.6K $511K
IBMO
Ishares Tr Ibonds December 202

ETFs
-2.65K
- 11.71%
$25.26 - $25.66 $66.9K - $67.9K
20K $512K
PEG
Public Service Enterprise Group Inc

Utilities
-2.24K
- 24.57%
$73.58 - $89.21 $164K - $199K
6.86K $612K
VZ
Verizon Communications Inc

Communication Services
-4.96K
- 10.98%
$38.89 - $45.0 $193K - $223K
40.2K $1.81M
BAC
Bank Of America Corp

Financial Services
-1.34K
- 10.93%
$36.65 - $44.13 $49.1K - $59.1K
10.9K $433K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.62K
- 12.49%
$24.91 - $25.63 $65.1K - $67K
18.3K $469K
NFLX
Netflix Inc

Communication Services
-101
- 12.93%
$598.55 - $722.26 $60.5K - $72.9K
680 $482K
MET
Metlife Inc

Financial Services
-1.39K
- 23.32%
$67.96 - $82.48 $94.4K - $115K
4.57K $376K
COST
Costco Wholesale Corp

Consumer Defensive
-93
- 7.91%
$801.83 - $917.05 $74.6K - $85.3K
1.08K $960K
WMT
Walmart Inc.

Consumer Defensive
-1.86K
- 20.72%
$66.91 - $81.4 $125K - $152K
7.13K $575K
HST
Host Hotels & Resorts, Inc.

Real Estate
-1.45K
- 10.57%
$15.92 - $18.86 $23.1K - $27.4K
12.3K $216K
VTI
Vanguard Total Stock Market Et

ETFs
-178
- 13.22%
$255.18 - $283.2 $45.4K - $50.4K
1.17K $330K
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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