Evergreen Wealth Solutions, LLC Portfolio Holdings

Evergreen Wealth Solutions, LLC

  • $145 Million
  • Q1 2025

Evergreen Wealth Solutions, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Million distributed in 108 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 $43.1M, J P Morgan ETF Tr Nasdaq Equit with a value of $11.7M, Abrdn Etfs Abrdn Bloomberg All with a value of $5.69M, Janus Detroit Str Tr Janus Hen with a value of $5.56M, and Nvidia Corp with a value of $5.24M.

Examining the 13F form we can see an increase of $2.98M in the current position value, from $143M to 145M.

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 $145 Million
ETFs: $89.1 Million
Technology: $21.1 Million
Financial Services: $8.62 Million
Communication Services: $5.41 Million
Healthcare: $5.33 Million
Industrials: $3.44 Million
Consumer Cyclical: $3.26 Million
Consumer Defensive: $1.82 Million
Other: $4.29 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$328B
$5.24 Million 3.6% of portfolio
48,312
Q1 2025 Reduced 1.63%
$3.25T
$4.93 Million 3.39% of portfolio
22,186
Q1 2025 Added 7.59%
$3.37T
$2.84 Million 1.95% of portfolio
7,556
Q1 2025 Added 0.51%
$1.01T
$1.82 Million 1.25% of portfolio
11,765
Q1 2025 Reduced 10.82%
$660B
$1.73 Million 1.19% of portfolio
3,239
Q1 2025 Reduced 2.88%
$2.05T
$1.61 Million 1.11% of portfolio
8,468
Q1 2025 Added 4.69%
$3.76B
$1.57 Million 1.08% of portfolio
5,443
Q1 2025 Added 0.8%
$184B
$1.52 Million 1.04% of portfolio
33,500
Q1 2025 Reduced 17.41%
$11.8B
$1.46 Million 1.0% of portfolio
24,189
Q2 2024 New
$766B
$1.34 Million 0.92% of portfolio
5,480
Q1 2025 Reduced 12.02%
$543B
$1.22 Million 0.84% of portfolio
2,217
Q1 2025 Reduced 17.18%
$234B
$1.19 Million 0.82% of portfolio
4,775
Q1 2025 Reduced 10.75%
$454B
$1.12 Million 0.77% of portfolio
1,184
Q1 2025 Reduced 3.43%
$259B
$1.08 Million 0.74% of portfolio
17,518
Q1 2025 Reduced 13.48%
$60.7B
$1.08 Million 0.74% of portfolio
1,831
Q1 2025 Reduced 12.01%
$265B
$961,000 0.66% of portfolio
5,747
Q1 2025 Reduced 13.15%
$103B
$835,000 0.57% of portfolio
1,241
Q1 2025 Reduced 12.54%
$31.1B
$814,000 0.56% of portfolio
4,558
Q1 2025 Reduced 3.08%
$1.43T
$821,000 0.56% of portfolio
1,425
Q1 2025 Reduced 17.49%
$26.4B
$791,000 0.54% of portfolio
5,726
Q1 2025 Reduced 12.65%
$321B
$760,000 0.52% of portfolio
3,631
Q1 2025 Reduced 6.01%
$85B
$674,000 0.46% of portfolio
29,713
Q1 2025 Added 7.32%
$400B
$656,000 0.45% of portfolio
3,959
Q1 2025 Added 2.7%
$201B
$621,000 0.43% of portfolio
6,297
Q1 2025 Reduced 10.45%
$144B
$593,000 0.41% of portfolio
1,594
Q1 2025 Reduced 3.63%
$14.2B
$586,000 0.4% of portfolio
8,434
Q1 2025 Added 5.39%
$43.9B
$567,000 0.39% of portfolio
12,317
Q1 2025 Added 48.68%
$110B
$556,000 0.38% of portfolio
819
Q1 2025 Reduced 23.24%
$54.5B
$559,000 0.38% of portfolio
1,155
Q1 2025 Reduced 7.15%
$59.8B
$552,000 0.38% of portfolio
1,873
Q4 2024 Added 0.48%
$209M
$483,000 0.33% of portfolio
17,315
Q1 2025 Added 0.1%
$689B
$470,000 0.32% of portfolio
570
Q1 2025 Added 7.55%
$195B
$470,000 0.32% of portfolio
5,244
Q1 2025 Reduced 4.13%
$586B
$452,000 0.31% of portfolio
1,292
Q1 2025 Added 3.36%
$137B
$444,000 0.31% of portfolio
1,881
Q1 2025 Reduced 5.81%
$42.8B
$447,000 0.31% of portfolio
4,289
Q1 2025 Reduced 21.92%
$432B
$451,000 0.31% of portfolio
3,795
Q1 2025 Reduced 1.81%
$37.9B
$438,000 0.3% of portfolio
3,927
Q1 2025 Reduced 13.92%
$62.1B
$442,000 0.3% of portfolio
5,508
Q1 2025 Reduced 4.39%
$214B
$438,000 0.3% of portfolio
1,631
Q1 2025 Reduced 6.85%
$532B
$424,000 0.29% of portfolio
455
Q1 2025 Reduced 18.02%
$28.7B
$423,000 0.29% of portfolio
3,520
Q1 2025 Added 17.84%
$93B
$411,000 0.28% of portfolio
2,459
Q1 2025 Reduced 24.71%
$41.4B
$404,000 0.28% of portfolio
40,335
Q1 2025 Reduced 0.51%
$156B
$388,000 0.27% of portfolio
780
Q1 2025 Reduced 62.46%
$347B
$374,000 0.26% of portfolio
8,981
Q1 2025 Reduced 15.74%
$283B
$380,000 0.26% of portfolio
727
Q1 2025 Reduced 26.64%
$48.8B
$363,000 0.25% of portfolio
1,431
Q1 2025 Reduced 12.1%
$79.5B
$333,000 0.23% of portfolio
2,663
Q1 2025 Reduced 23.5%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $145 Million
  • Prior Value $143 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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