Evergreen Wealth Solutions, LLC Reduced Holdings in Q2 2025

Evergreen Wealth Solutions, LLC

  • $160 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-27.6K
- 25.14%
$49.79 - $50.75 $1.37M - $1.4M
82.1K $4.17M
MAS
Masco Corp

Industrials
-3.67K
- 43.5%
$58.73 - $71.06 $215K - $261K
4.77K $306K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-137
- 4.23%
$483.48 - $539.8 $66.2K - $74K
3.1K $1.51M
CGXU
Capital Group Intl Focus Equit

ETFs
-9.8K
- 47.92%
$21.44 - $27.35 $210K - $268K
10.7K $288K
CVX
Chevron Corp

Energy
-504
- 8.77%
$133.73 - $168.51 $67.4K - $84.9K
5.24K $750K
CGDV
Capital Group Divid Value ETF

ETFs
-9.77K
- 20.2%
$31.93 - $39.49 $312K - $386K
38.6K $1.52M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.8K
- 4.52%
$50.52 - $50.92 $192K - $193K
80.3K $4.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-455
- 54.69%
$416.06 - $551.64 $189K - $251K
377 $207K
TGT
Target Corp

Consumer Defensive
-1.45K
- 33.85%
$88.76 - $105.77 $129K - $154K
2.84K $279K
VZ
Verizon Communications Inc

Communication Services
-2.28K
- 6.79%
$41.67 - $45.62 $94.8K - $104K
31.2K $1.35M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-5.41K
- 6.25%
N/A
81.1K $1.93M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-5.43K
- 6.61%
$24.94 - $25.42 $135K - $138K
76.7K $1.95M
DTE
Dte Energy CO

Utilities
-505
- 8.82%
$127.39 - $139.49 $64.3K - $70.4K
5.22K $691K
IBDV
Ishares Tr

Technology
-5.33K
- 5.72%
$21.28 - $21.98 $114K - $117K
87.9K $1.93M
MET
Metlife Inc

Financial Services
-1.13K
- 20.59%
$68.42 - $82.49 $77.6K - $93.5K
4.37K $351K
ROP
Roper Technologies Inc

Industrials
-43
- 2.35%
$519.19 - $590.78 $22.3K - $25.4K
1.79K $1.01M
LOW
Lowes Companies Inc

Consumer Cyclical
-87
- 2.2%
$210.83 - $235.28 $18.3K - $20.5K
3.87K $858K
MRK
Merck & Co., Inc.

Healthcare
-52
- 0.99%
$73.47 - $87.12 $3.82K - $4.53K
5.19K $410K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.46K
- 13.7%
$23.96 - $24.27 $58.9K - $59.7K
15.5K $376K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-3.03K
- 16.83%
$20.23 - $21.04 $61.2K - $63.6K
15K $314K
JNJ
Johnson & Johnson

Healthcare
-29
- 0.73%
$146.36 - $159.82 $4.24K - $4.63K
3.93K $600K
EXC
Exelon Corp

Utilities
-501
- 4.07%
$42.2 - $47.37 $21.1K - $23.7K
11.8K $513K
PRU
Prudential Financial Inc

Financial Services
-325
- 8.28%
$95.12 - $112.71 $30.9K - $36.6K
3.6K $386K
PFE
Pfizer Inc

Healthcare
-1.24K
- 9.28%
$21.59 - $24.84 $26.7K - $30.8K
12.1K $293K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-479
- 7.51%
$96.84 - $99.46 $46.4K - $47.6K
5.9K $585K
INTC
Intel Corp

Technology
-1.56K
- 5.26%
$18.13 - $22.69 $28.3K - $35.5K
28.2K $630K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.53%
$713.71 - $898.95 $2.14K - $2.7K
567 $441K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-1.34K
- 7.21%
$22.7 - $23.33 $30.4K - $31.3K
17.2K $402K
ACN
Accenture PLC

Technology
-53
- 6.91%
$279.23 - $323.21 $14.8K - $17.1K
714 $213K
PWOD
Penns Woods Bancorp Inc

Financial Services
-1.98K
- 11.45%
$25.36 - $30.55 $50.3K - $60.6K
15.3K $465K
UNP
Union Pacific Corp

Industrials
-25
- 1.33%
$208.27 - $238.46 $5.21K - $5.96K
1.86K $427K
MCK
Mckesson Corp

Healthcare
-115
- 9.27%
$652.83 - $732.78 $75.1K - $84.3K
1.13K $825K
WMT
Walmart Inc.

Consumer Defensive
-399
- 13.76%
$81.79 - $99.98 $32.6K - $39.9K
2.5K $244K
V
Visa Inc.

Financial Services
-39
- 3.02%
$308.27 - $373.31 $12K - $14.6K
1.25K $444K
HST
Host Hotels & Resorts, Inc.

Real Estate
-1.23K
- 10.51%
$12.7 - $16.07 $15.6K - $19.8K
10.5K $160K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-597
- 8.27%
$37.51 - $45.52 $22.4K - $27.2K
6.62K $299K
Kenvue Inc
-1.28K
- 7.6%
N/A
15.5K $0
VTI
Vanguard Total Stock Market Et

ETFs
-115
- 9.21%
$243.75 - $303.93 $28K - $35K
1.13K $344K
SYK
Stryker Corp

Healthcare
-77
- 4.83%
$337.37 - $395.63 $26K - $30.5K
1.52K $600K
F
Ford Motor CO

Consumer Cyclical
-2.21K
- 5.48%
$8.69 - $10.85 $19.2K - $24K
38.1K $413K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-25
- 0.34%
$65.66 - $77.49 $1.64K - $1.94K
7.43K $563K
AXP
American Express CO

Financial Services
-141
- 8.65%
$231.39 - $318.98 $32.6K - $45K
1.49K $475K
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 1.27%
$908.13 - $1056.85 $13.6K - $15.9K
1.17K $1.16M
TSLA
Tesla, Inc.

Consumer Cyclical
-18
- 1.73%
$221.86 - $362.89 $3.99K - $6.53K
1.03K $325K
MTB
M&T Bank Corp

Financial Services
-30
- 0.66%
$156.58 - $193.99 $4.7K - $5.82K
4.53K $878K
NFLX
Netflix Inc

Communication Services
-68
- 14.95%
$855.86 - $1339.13 $58.2K - $91.1K
387 $518K
DIS
Walt Disney CO

Communication Services
-470
- 7.46%
$81.72 - $124.01 $38.4K - $58.3K
5.83K $722K
KLAC
Kla Corp

Technology
-78
- 9.52%
$576.53 - $902.94 $45K - $70.4K
741 $663K
IBM
International Business Machines Corp

Technology
-343
- 7.18%
$221.03 - $294.78 $75.8K - $101K
4.43K $1.31M
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
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