Evergreen Wealth Solutions, LLC Reduced Holdings in Q1 2025

Evergreen Wealth Solutions, LLC

  • $145 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-25.7K
- 10.23%
$51.45 - $58.51 $1.32M - $1.5M
225K $11.7M
NVDA
Nvidia Corp

Technology
-801
- 1.63%
$106.98 - $149.43 $85.7K - $120K
48.3K $5.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.3K
- 62.46%
$497.6 - $606.74 $646K - $788K
780 $388K
GOOGL
Alphabet Inc.

Communication Services
-1.43K
- 10.82%
$154.33 - $206.19 $220K - $294K
11.8K $1.82M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.46K
- 41.17%
$95.85 - $99.25 $428K - $443K
6.38K $630K
AVGO
Broadcom Inc.

Technology
-807
- 24.71%
$167.43 - $244.7 $135K - $197K
2.46K $411K
TGT
Target Corp

Consumer Defensive
-1.2K
- 21.92%
$103.65 - $142.5 $125K - $172K
4.29K $447K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-10.9K
- 11.17%
N/A
86.5K $2.05M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-10.2K
- 11.05%
$24.79 - $25.26 $253K - $258K
82.1K $2.07M
IBDV
Ishares Tr

Technology
-11.1K
- 10.63%
$21.11 - $21.73 $234K - $241K
93.3K $2.03M
LOW
Lowes Companies Inc

Consumer Cyclical
-573
- 12.65%
$222.66 - $268.42 $128K - $154K
3.96K $922K
MA
Mastercard Inc

Financial Services
-460
- 17.18%
$504.67 - $576.31 $232K - $265K
2.22K $1.22M
DIS
Walt Disney CO

Communication Services
-735
- 10.45%
$96.87 - $114.0 $71.2K - $83.8K
6.3K $621K
PWR
Quanta Services, Inc.

Industrials
-197
- 12.1%
$236.71 - $358.03 $46.6K - $70.5K
1.43K $363K
JPM
Jpmorgan Chase & CO

Financial Services
-749
- 12.02%
$225.19 - $279.95 $169K - $210K
5.48K $1.34M
EVMT
Invesco Act Mngd Commodity Ele

ETFs
-10.9K
- 44.39%
$14.47 - $16.45 $158K - $180K
13.7K $215K
UNH
Unitedhealth Group Inc

Healthcare
-264
- 26.64%
$461.52 - $548.18 $122K - $145K
727 $380K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-6.17K
- 6.98%
$24.21 - $25.09 $149K - $155K
82.3K $2.06M
CSCO
Cisco Systems, Inc.

Technology
-2.73K
- 13.48%
$58.74 - $64.87 $160K - $177K
17.5K $1.08M
KLAC
Kla Corp

Technology
-248
- 23.24%
$636.62 - $777.63 $158K - $193K
819 $556K
AMP
Ameriprise Financial Inc

Financial Services
-89
- 7.15%
$472.29 - $575.13 $42K - $51.2K
1.16K $559K
VZ
Verizon Communications Inc

Communication Services
-7.06K
- 17.41%
$37.81 - $46.49 $267K - $328K
33.5K $1.52M
PRU
Prudential Financial Inc

Financial Services
-635
- 13.92%
$105.04 - $122.33 $66.7K - $77.7K
3.93K $438K
FISV
Fiserv Inc

Technology
-818
- 23.5%
N/A
2.66K $333K
ACN
Accenture PLC

Technology
-202
- 20.85%
$300.91 - $398.25 $60.8K - $80.4K
767 $239K
BAC
Bank Of America Corp

Financial Services
-1.68K
- 15.74%
$39.61 - $47.74 $66.5K - $80.1K
8.98K $374K
GOOG
Alphabet Inc.

Communication Services
-210
- 13.99%
$156.06 - $207.71 $32.8K - $43.6K
1.29K $201K
AXP
American Express CO

Financial Services
-120
- 6.85%
$255.39 - $325.87 $30.6K - $39.1K
1.63K $438K
MRK
Merck & Co., Inc.

Healthcare
-226
- 4.13%
$83.01 - $101.02 $18.8K - $22.8K
5.24K $470K
NFLX
Netflix Inc

Communication Services
-100
- 18.02%
$828.4 - $1058.6 $82.8K - $106K
455 $424K
MTB
M&T Bank Corp

Financial Services
-145
- 3.08%
$170.47 - $201.98 $24.7K - $29.3K
4.56K $814K
HST
Host Hotels & Resorts, Inc.

Real Estate
-1.23K
- 9.49%
$14.21 - $17.45 $17.4K - $21.4K
11.7K $166K
VTI
Vanguard Total Stock Market Et

ETFs
-56
- 4.29%
$271.18 - $303.12 $15.2K - $17K
1.25K $343K
WMT
Walmart Inc.

Consumer Defensive
-283
- 8.89%
$84.5 - $105.05 $23.9K - $29.7K
2.9K $254K
MET
Metlife Inc

Financial Services
-253
- 4.39%
$77.7 - $87.0 $19.7K - $22K
5.51K $442K
BDN
Brandywine Realty Trust

Real Estate
-1.08K
- 8.63%
$4.44 - $5.66 $4.77K - $6.08K
11.4K $50K
UNP
Union Pacific Corp

Industrials
-116
- 5.81%
$225.21 - $254.42 $26.1K - $29.5K
1.88K $444K
CIG
Energy CO Of Minas Gerais

Utilities
-3.12K
- 12.01%
$1.71 - $1.98 $5.34K - $6.18K
22.9K $40K
COST
Costco Wholesale Corp

Consumer Defensive
-42
- 3.43%
$890.62 - $1076.86 $37.4K - $45.2K
1.18K $1.12M
SYK
Stryker Corp

Healthcare
-60
- 3.63%
$355.18 - $399.9 $21.3K - $24K
1.59K $593K
ROP
Roper Technologies Inc

Industrials
-250
- 12.01%
$502.71 - $593.81 $126K - $148K
1.83K $1.08M
DTE
Dte Energy CO

Utilities
-829
- 12.65%
$117.6 - $138.27 $97.5K - $115K
5.73K $791K
F
Ford Motor CO

Consumer Cyclical
-208
- 0.51%
$9.12 - $10.43 $1.9K - $2.17K
40.3K $404K
CVX
Chevron Corp

Energy
-870
- 13.15%
$146.71 - $167.97 $128K - $146K
5.75K $961K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-146
- 1.98%
$39.65 - $43.35 $5.79K - $6.33K
7.22K $303K
IBM
International Business Machines Corp

Technology
-575
- 10.75%
$217.4 - $264.74 $125K - $152K
4.78K $1.19M
DE
Deere & CO

Industrials
-22
- 3.77%
$408.57 - $509.27 $8.99K - $11.2K
562 $263K
MCK
Mckesson Corp

Healthcare
-178
- 12.54%
$566.21 - $672.99 $101K - $120K
1.24K $835K
XOM
Exxon Mobil Corp

Energy
-70
- 1.81%
$105.44 - $118.93 $7.38K - $8.33K
3.8K $451K
Activity Summary
Buys All Purchases 49 New Holdings 16 Increased Positions 33 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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