Evergreen Wealth Solutions, LLC Portfolio Holdings

Evergreen Wealth Solutions, LLC

  • $160 Million
  • Q2 2025

Evergreen Wealth Solutions, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $160 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $45.7M, J P Morgan ETF Tr Nasdaq Equit with a value of $12M, Nvidia Corp with a value of $7.77M, Abrdn Etfs Abrdn Bloomberg All with a value of $5.68M, and Apple Inc. with a value of $4.89M.

Examining the 13F form we can see an increase of $14.8M in the current position value, from $145M to 160M.

Evergreen Wealth Solutions, LLC is based out at Williamsport, PA

Below you can find more details about Evergreen Wealth Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Million
ETFs: $94.8 Million
Technology: $27.4 Million
Financial Services: $8.82 Million
Communication Services: $6.57 Million
Healthcare: $4.68 Million
Industrials: $4.03 Million
Consumer Cyclical: $3.73 Million
Consumer Defensive: $1.68 Million
Other: $3.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$7.77 Million 4.85% of portfolio
49,202
Q2 2025 Added 1.84%
$3.69T
$4.89 Million 3.05% of portfolio
23,819
Q2 2025 Added 7.36%
$3.95T
$3.39 Million 2.12% of portfolio
6,825
Q2 2025 Reduced 9.67%
$3.68B
$2.2 Million 1.37% of portfolio
5,443
Q1 2025 Added 0.8%
$1.21T
$2.11 Million 1.31% of portfolio
11,949
Q2 2025 Added 1.56%
$14.2B
$1.97 Million 1.23% of portfolio
24,189
Q2 2024 New
$2.26T
$1.8 Million 1.13% of portfolio
8,227
Q2 2025 Reduced 2.85%
$621B
$1.51 Million 0.94% of portfolio
3,102
Q2 2025 Reduced 4.23%
$859B
$1.5 Million 0.93% of portfolio
5,161
Q2 2025 Reduced 5.82%
$1.78T
$1.48 Million 0.92% of portfolio
2,001
Q2 2025 Added 40.42%
$548B
$1.44 Million 0.9% of portfolio
2,558
Q2 2025 Added 15.38%
$182B
$1.35 Million 0.84% of portfolio
31,225
Q2 2025 Reduced 6.79%
$210B
$1.31 Million 0.81% of portfolio
4,432
Q2 2025 Reduced 7.18%
$127B
$1.26 Million 0.79% of portfolio
4,576
Q2 2025 Added 86.09%
$293B
$1.25 Million 0.78% of portfolio
18,047
Q2 2025 Added 3.02%
$439B
$1.16 Million 0.72% of portfolio
1,169
Q2 2025 Reduced 1.27%
$33B
$878,000 0.55% of portfolio
4,528
Q2 2025 Reduced 0.66%
$152B
$858,000 0.54% of portfolio
3,868
Q2 2025 Reduced 2.2%
$94.7B
$825,000 0.51% of portfolio
1,126
Q2 2025 Reduced 9.27%
$351B
$751,000 0.47% of portfolio
4,047
Q2 2025 Added 11.46%
$302B
$750,000 0.47% of portfolio
5,243
Q2 2025 Reduced 8.77%
$207B
$722,000 0.45% of portfolio
5,827
Q2 2025 Reduced 7.46%
$27.1B
$691,000 0.43% of portfolio
5,221
Q2 2025 Reduced 8.82%
$133B
$663,000 0.41% of portfolio
741
Q2 2025 Reduced 9.52%
$55.2B
$639,000 0.4% of portfolio
1,198
Q2 2025 Added 3.72%
$89.6B
$630,000 0.39% of portfolio
28,150
Q2 2025 Reduced 5.26%
$142B
$600,000 0.37% of portfolio
1,517
Q2 2025 Reduced 4.83%
$1.58B
$590,000 0.37% of portfolio
14,938
Q4 2024 Added 2.61%
$452B
$600,000 0.37% of portfolio
3,930
Q2 2025 Reduced 0.73%
$64.2B
$528,000 0.33% of portfolio
1,873
Q4 2024 Added 0.48%
$367B
$534,000 0.33% of portfolio
3,922
Q2 2025 Added 13.95%
$545B
$518,000 0.32% of portfolio
387
Q2 2025 Reduced 14.95%
$56B
$519,000 0.32% of portfolio
1,374
Q2 2025 Reduced 3.98%
$44.3B
$513,000 0.32% of portfolio
11,816
Q2 2025 Reduced 4.07%
$36.3B
$473,000 0.3% of portfolio
3,653
Q2 2025 Added 3.78%
$227B
$475,000 0.3% of portfolio
1,490
Q2 2025 Reduced 8.65%
$212M
$465,000 0.29% of portfolio
15,332
Q2 2025 Reduced 11.45%
$608B
$441,000 0.28% of portfolio
567
Q2 2025 Reduced 0.53%
$551B
$444,000 0.28% of portfolio
1,253
Q2 2025 Reduced 3.02%
$381B
$425,000 0.27% of portfolio
8,986
Q2 2025 Added 0.06%
$135B
$427,000 0.27% of portfolio
1,856
Q2 2025 Reduced 1.33%
$203B
$410,000 0.26% of portfolio
5,192
Q2 2025 Reduced 0.99%
$442B
$410,000 0.26% of portfolio
3,805
Q2 2025 Added 0.26%
$44.4B
$413,000 0.26% of portfolio
38,126
Q2 2025 Reduced 5.48%
$1.24T
$401,000 0.25% of portfolio
2,264
Q2 2025 Added 75.37%
$79.5B
$406,000 0.25% of portfolio
3,249
Q2 2025 Added 22.01%
$39.1B
$386,000 0.24% of portfolio
3,602
Q2 2025 Reduced 8.28%
$61.1B
$351,000 0.22% of portfolio
4,374
Q2 2025 Reduced 20.59%
$6.6B
$330,000 0.21% of portfolio
2,138
Q2 2025 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $160 Million
  • Prior Value $145 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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