Evergreen Wealth Solutions, LLC Portfolio Holdings
Evergreen Wealth Solutions, LLC
- $135 Million
- Q1 2024
Evergreen Wealth Solutions, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $135 Million distributed in 120 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 $26.2M, J P Morgan ETF Tr Nasdaq Equit with a value of $12.7M, Ishares Core U.S. Aggregate Bo with a value of $9.7M, Apple Inc. with a value of $4.37M, and Nvidia Corp with a value of $3.69M.
Examining the 13F form we can see an increase of $17.9M in the current position value, from $117M to 135M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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