Evergreen Wealth Solutions, LLC Portfolio Holdings

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 2024

Evergreen Wealth Solutions, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Million distributed in 112 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 $41.7M, J P Morgan ETF Tr Nasdaq Equit with a value of $13.6M, Ishares Core U.S. Aggregate Bo with a value of $12.1M, Nvidia Corp with a value of $5.49M, and Apple Inc. with a value of $4.8M.

Examining the 13F form we can see an increase of $6.13M in the current position value, from $140M to 147M.

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 $147 Million
ETFs: $87.3 Million
Technology: $20.5 Million
Financial Services: $8.25 Million
Healthcare: $6.5 Million
Communication Services: $5.91 Million
Industrials: $4.53 Million
Consumer Cyclical: $3.45 Million
Consumer Defensive: $2.32 Million
Other: $5.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.7 Million 28.47% of portfolio
369,453
Q3 2024 Added 24.55%
$0
$13.6 Million 9.28% of portfolio
247,576
Q3 2024 Added 2.64%
$0
$12.1 Million 8.24% of portfolio
119,245
Q3 2024 Added 6.01%
$0
$2.25 Million 1.54% of portfolio
89,374
Q3 2024 Added 13.55%
$0
$2.26 Million 1.54% of portfolio
88,478
Q3 2024 Added 5.88%
$0
$2.23 Million 1.52% of portfolio
100,413
Q3 2024 Added 5.93%
$0
$2.22 Million 1.51% of portfolio
93,342
Q3 2024 Added 9.3%
$0
$1.34 Million 0.92% of portfolio
12,378
Q3 2024 Reduced 21.41%
$0
$1.22 Million 0.83% of portfolio
23,903
Q3 2024 Added 133.54%
$0
$896,000 0.61% of portfolio
17,601
Q3 2024 Reduced 12.16%
$0
$772,000 0.53% of portfolio
4,306
Q3 2024 Added 68.53%
$0
$685,000 0.47% of portfolio
19,718
Q3 2024 Added 37.38%
$0
$688,000 0.47% of portfolio
8,120
Q3 2024 Added 5.73%
$0
$631,000 0.43% of portfolio
17,334
Q3 2024 Added 28.16%
$0
$507,000 0.35% of portfolio
3,837
Q3 2024 Reduced 6.07%
$0
$516,000 0.35% of portfolio
20,589
Q3 2024 Added 41.26%
$0
$512,000 0.35% of portfolio
19,961
Q3 2024 Reduced 11.71%
$0
$469,000 0.32% of portfolio
18,328
Q3 2024 Reduced 12.49%
$0
$430,000 0.29% of portfolio
26,000
Q3 2024 Added 0.42%
$0
$414,000 0.28% of portfolio
3,530
Q3 2024 Reduced 1.4%
$0
$377,000 0.26% of portfolio
5,570
Q2 2024 Reduced 0.89%
$0
$369,000 0.25% of portfolio
15,350
Q3 2024 Reduced 31.85%
$0
$330,000 0.23% of portfolio
1,168
Q3 2024 Reduced 13.22%
$0
$322,000 0.22% of portfolio
6,216
Q3 2024 Added 0.45%
$0
$320,000 0.22% of portfolio
7,285
Q3 2024 Added 15.84%
$0
$307,000 0.21% of portfolio
13,072
Q3 2024 Added 18.26%
$0
$291,000 0.2% of portfolio
2,476
Q3 2024 New
$0
$280,000 0.19% of portfolio
11,492
Q3 2024 Added 0.49%
$0
$278,000 0.19% of portfolio
10,834
Q3 2024 Added 3.96%
$0
$258,000 0.18% of portfolio
5,100
Q2 2024 Reduced 7.17%
$0
$244,000 0.17% of portfolio
501
Q3 2024 New
$0
$235,000 0.16% of portfolio
11,115
Q3 2024 Added 0.59%
$0
$234,000 0.16% of portfolio
406
Q3 2024 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $147 Million
  • Prior Value $140 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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