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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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