Evergreen Wealth Solutions, LLC Portfolio Holdings

Evergreen Wealth Solutions, LLC

  • $140 Million
  • Q2 2024

Evergreen Wealth Solutions, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $140 Million distributed in 114 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 $31.7M, J P Morgan ETF Tr Nasdaq Equit with a value of $13.4M, Ishares Core U.S. Aggregate Bo with a value of $10.9M, Nvidia Corp with a value of $5.63M, and Apple Inc. with a value of $5.07M.

Examining the 13F form we can see an increase of $5.6M in the current position value, from $135M to 140M.

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 $140 Million
ETFs: $74.3 Million
Technology: $21.7 Million
Financial Services: $8.8 Million
Healthcare: $8.32 Million
Communication Services: $7.08 Million
Industrials: $5.01 Million
Consumer Cyclical: $3.74 Million
Consumer Defensive: $3.05 Million
Other: $6.21 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.7 Million 22.59% of portfolio
296,620
Q2 2024 Added 17.6%
$0
$13.4 Million 9.53% of portfolio
241,214
Q2 2024 Added 3.18%
$0
$10.9 Million 7.77% of portfolio
112,485
Q2 2024 Added 13.6%
$0
$2.07 Million 1.47% of portfolio
83,563
Q2 2024 Added 23.99%
$0
$2.03 Million 1.45% of portfolio
85,397
Q2 2024 Added 23.57%
$0
$2.02 Million 1.43% of portfolio
94,793
Q2 2024 Added 25.07%
$0
$1.98 Million 1.41% of portfolio
78,711
Q2 2024 Added 15.65%
$0
$1.68 Million 1.19% of portfolio
15,750
Q2 2024 Reduced 8.2%
$0
$1.02 Million 0.72% of portfolio
20,037
Q2 2024 Reduced 27.33%
$0
$576,000 0.41% of portfolio
22,129
Q2 2024 Added 13.49%
$0
$572,000 0.41% of portfolio
22,608
Q2 2024 Added 14.65%
$0
$576,000 0.41% of portfolio
7,680
Q2 2024 Added 6.37%
$0
$565,000 0.4% of portfolio
22,525
Q2 2024 Added 2.15%
$0
$520,000 0.37% of portfolio
10,235
Q2 2024 New
$0
$523,000 0.37% of portfolio
20,943
Q2 2024 Added 16.8%
$0
$493,000 0.35% of portfolio
4,085
Q2 2024 Reduced 4.85%
$0
$446,000 0.32% of portfolio
13,525
Q2 2024 New
$0
$436,000 0.31% of portfolio
2,555
Q2 2024 Added 11.14%
$0
$431,000 0.31% of portfolio
25,890
Q2 2024 Added 25.95%
$0
$395,000 0.28% of portfolio
3,580
Q2 2024 Reduced 4.66%
$0
$360,000 0.26% of portfolio
1,346
Q2 2024 Added 13.3%
$0
$362,000 0.26% of portfolio
14,575
Q2 2024 Added 45.75%
$0
$354,000 0.25% of portfolio
2,065
Q2 2024 Reduced 10.99%
$0
$343,000 0.24% of portfolio
5,570
Q2 2024 Reduced 0.89%
$0
$315,000 0.22% of portfolio
6,188
Q2 2024 Added 0.45%
$0
$272,000 0.19% of portfolio
6,289
Q2 2024 Reduced 4.96%
$0
$271,000 0.19% of portfolio
11,436
Q2 2024 Added 16.94%
$0
$255,000 0.18% of portfolio
10,421
Q2 2024 New
$0
$257,000 0.18% of portfolio
5,100
Q2 2024 Reduced 7.17%
$0
$250,000 0.18% of portfolio
11,054
Q2 2024 Added 18.66%
$0
$220,000 0.16% of portfolio
1,735
Q2 2024 Reduced 5.45%
$0
$221,000 0.16% of portfolio
404
Q2 2024 Reduced 4.49%
$0
$224,000 0.16% of portfolio
11,050
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $140 Million
  • Prior Value $135 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 14 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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