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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.33T
$216,000 0.15% of portfolio
827
Q3 2024 New
$35.1B
$202,000 0.14% of portfolio
1,113
Q3 2024 New
$840M
$168,000 0.11% of portfolio
14,558
Q3 2024 Added 25.38%
$4.16B
$55,000 0.04% of portfolio
26,775
Q3 2024 Reduced 2.66%
$925M
$61,000 0.04% of portfolio
11,340
Q2 2024 Added 8.1%
$1.79B
$61,000 0.04% of portfolio
10,746
Q3 2024 Added 5.4%
$2.93B
$59,000 0.04% of portfolio
12,735
Q3 2024 Added 2.08%
$77M
$27,000 0.02% of portfolio
15,533
Q2 2023 New
$1.38B
$18,000 0.01% of portfolio
20,000
Q1 2024 New
Kenvue Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 11.63%

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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