Evergreen Wealth Solutions, LLC Reduced Holdings in Q4 2024

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-108K
- 90.91%
$96.64 - $101.23 $10.5M - $11M
10.8K $1.05M
MUB
Ishares National Muni Bond ETF

ETFs
-4.06K
- 32.82%
$105.78 - $108.7 $430K - $442K
8.32K $886K
WMT
Walmart Inc.

Consumer Defensive
-3.95K
- 55.37%
$79.1 - $95.7 $312K - $378K
3.18K $287K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-7.92K
- 43.2%
$25.06 - $25.59 $198K - $203K
10.4K $262K
DTE
Dte Energy CO

Utilities
-891
- 11.97%
$117.04 - $129.77 $104K - $116K
6.56K $791K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-710
- 8.74%
$71.56 - $85.77 $50.8K - $60.9K
7.41K $530K
IBMO
Ishares Tr Ibonds December 202

ETFs
-5.63K
- 28.18%
$25.4 - $25.62 $143K - $144K
14.3K $364K
LOW
Lowes Companies Inc

Consumer Cyclical
-143
- 3.06%
$244.52 - $284.07 $35K - $40.6K
4.53K $1.12M
NUE
Nucor Corp

Basic Materials
-253
- 7.81%
$115.78 - $167.74 $29.3K - $42.4K
2.99K $348K
PFE
Pfizer Inc

Healthcare
-3.37K
- 21.03%
$24.8 - $30.19 $83.6K - $102K
12.7K $335K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-3.74K
- 24.33%
$23.14 - $26.91 $86.4K - $101K
11.6K $276K
JNJ
Johnson & Johnson

Healthcare
-140
- 3.5%
$143.34 - $165.86 $20.1K - $23.2K
3.86K $557K
EVMT
Invesco Act Mngd Commodity Ele

ETFs
-1.4K
- 5.38%
$14.6 - $17.0 $20.4K - $23.8K
24.6K $359K
CF
Cf Industries Holdings, Inc.

Basic Materials
-772
- 22.15%
$81.39 - $94.14 $62.8K - $72.7K
2.71K $231K
SYK
Stryker Corp

Healthcare
-167
- 9.17%
$345.14 - $392.15 $57.6K - $65.5K
1.65K $595K
AMP
Ameriprise Financial Inc

Financial Services
-294
- 19.12%
$473.15 - $574.01 $139K - $169K
1.24K $662K
HDV
Ishares Core High Dividend ETF

ETFs
-388
- 15.67%
$110.82 - $121.28 $43K - $47.1K
2.09K $234K
GNRC
Generac Holdings Inc.

Industrials
-228
- 13.61%
$154.28 - $195.11 $35.2K - $44.5K
1.45K $224K
XOM
Exxon Mobil Corp

Energy
-10
- 0.26%
$105.51 - $125.37 $1.06K - $1.25K
3.87K $415K
IBM
International Business Machines Corp

Technology
-57
- 1.05%
$204.9 - $238.04 $11.7K - $13.6K
5.35K $1.18M
MTB
M&T Bank Corp

Financial Services
-368
- 7.26%
$172.48 - $221.95 $63.5K - $81.7K
4.7K $884K
FISV
Fiserv Inc

Technology
-104
- 2.9%
N/A
3.48K $435K
CIG
Energy CO Of Minas Gerais

Utilities
-797
- 2.98%
$1.77 - $2.07 $1.41K - $1.65K
26K $45K
PWR
Quanta Services, Inc.

Industrials
-128
- 7.29%
$296.05 - $346.6 $37.9K - $44.4K
1.63K $514K
Kenvue Inc
-412
- 2.46%
N/A
16.3K $0
NFLX
Netflix Inc

Communication Services
-125
- 18.38%
$687.65 - $936.56 $86K - $117K
555 $494K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-2.54K
- 19.95%
$4.34 - $10.57 $11K - $26.8K
10.2K $88K
BAC
Bank Of America Corp

Financial Services
-263
- 2.41%
$39.22 - $47.77 $10.3K - $12.6K
10.7K $468K
V
Visa Inc.

Financial Services
-35
- 2.72%
$273.87 - $320.91 $9.59K - $11.2K
1.25K $395K
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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