Evergreen Wealth Solutions

Latest statistics and disclosures from Evergreen Wealth Solutions's latest quarterly 13F-HR filing:

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Positions held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Evergreen Wealth Solutions

Evergreen Wealth Solutions holds 112 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 13.8 $16M +57% 172k 93.81
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 9.5 $11M +6% 223k 49.93
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Apple (AAPL) 4.5 $5.3M +5% 27k 192.53
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Ishares Tr Core Us Aggbd Et (AGG) 4.2 $4.9M +12% 49k 99.25
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Microsoft Corporation (MSFT) 2.9 $3.4M -5% 9.0k 376.02
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Alphabet Cap Stk Cl A (GOOGL) 2.5 $3.0M -6% 21k 139.69
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.9 $2.3M +119% 44k 50.74
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Verizon Communications (VZ) 1.8 $2.1M 57k 37.70
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NVIDIA Corporation (NVDA) 1.8 $2.1M 4.1k 495.22
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Mastercard Incorporated Cl A (MA) 1.6 $1.9M -5% 4.4k 426.53
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Ishares Tr National Mun Etf (MUB) 1.6 $1.8M 17k 108.41
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Intel Corporation (INTC) 1.6 $1.8M -5% 36k 50.25
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JPMorgan Chase & Co. (JPM) 1.5 $1.8M -2% 10k 170.09
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Roper Industries (ROP) 1.5 $1.7M -7% 3.2k 545.17
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Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $1.6M +17% 64k 25.09
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $1.6M -11% 4.5k 356.66
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Ishares Tr Ibonds Dec24 Etf (IBDP) 1.3 $1.6M +13% 62k 24.91
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Ishares Tr Ibonds Dec 2030 (IBDV) 1.3 $1.6M +15% 72k 21.64
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Ishares Tr Ibonds Dec2026 (IBDR) 1.3 $1.5M +13% 65k 23.90
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Thermo Fisher Scientific (TMO) 1.3 $1.5M 2.8k 530.80
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Amazon (AMZN) 1.2 $1.4M -15% 9.4k 151.94
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Lowe's Companies (LOW) 1.2 $1.4M -2% 6.2k 222.56
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Cisco Systems (CSCO) 1.1 $1.3M -4% 26k 50.52
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Chevron Corporation (CVX) 1.1 $1.3M 8.6k 149.17
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Constellation Brands Cl A (STZ) 1.1 $1.3M -2% 5.2k 241.75
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DTE Energy Company (DTE) 1.0 $1.2M -15% 11k 110.26
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Target Corporation (TGT) 0.9 $1.1M +17% 7.6k 142.42
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Walt Disney Company (DIS) 0.9 $1.0M 11k 90.29
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Stanley Black & Decker (SWK) 0.9 $1.0M -2% 10k 98.10
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Accenture Plc Ireland Shs Class A (ACN) 0.8 $976k -12% 2.8k 350.88
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Johnson & Johnson (JNJ) 0.8 $974k -9% 6.2k 156.75
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Kla Corp Com New (KLAC) 0.8 $973k -4% 1.7k 581.39
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UnitedHealth (UNH) 0.8 $914k -11% 1.7k 526.40
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Prudential Financial (PRU) 0.8 $900k -10% 8.7k 103.71
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McKesson Corporation (MCK) 0.8 $894k 1.9k 463.02
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Pfizer (PFE) 0.7 $839k -3% 29k 28.79
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International Business Machines (IBM) 0.7 $838k +4% 5.1k 163.54
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Meta Platforms Cl A (META) 0.7 $823k -5% 2.3k 353.96
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Ameriprise Financial (AMP) 0.7 $787k 2.1k 379.85
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Netflix (NFLX) 0.7 $761k -15% 1.6k 486.88
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Stryker Corporation (SYK) 0.6 $735k +7% 2.5k 299.44
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Merck & Co (MRK) 0.6 $700k +10% 6.4k 109.02
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Danaher Corporation (DHR) 0.6 $690k +8% 3.0k 231.30
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Fiserv (FI) 0.5 $637k +3% 4.8k 132.84
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Union Pacific Corporation (UNP) 0.5 $607k 2.5k 245.60
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Ford Motor Company (F) 0.5 $601k +2% 49k 12.19
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Public Service Enterprise (PEG) 0.5 $583k +5% 9.5k 61.15
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Regeneron Pharmaceuticals (REGN) 0.5 $582k 663.00 878.29
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.5 $580k 7.2k 81.05
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Ecolab (ECL) 0.5 $567k -9% 2.9k 198.36
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M&T Bank Corporation (MTB) 0.5 $565k -35% 4.1k 137.07
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Masco Corporation (MAS) 0.5 $561k -17% 8.4k 66.98
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Cummins (CMI) 0.5 $550k +7% 2.3k 239.54
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ConocoPhillips (COP) 0.5 $537k 4.6k 116.08
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Celanese Corporation (CE) 0.5 $527k 3.4k 155.37
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Wal-Mart Stores (WMT) 0.4 $515k 3.3k 157.67
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Key (KEY) 0.4 $513k -13% 36k 14.40
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Air Products & Chemicals (APD) 0.4 $510k 1.9k 273.80
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Generac Holdings (GNRC) 0.4 $510k -10% 3.9k 129.24
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.4 $509k -8% 3.5k 143.64
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Quanta Services (PWR) 0.4 $505k +2% 2.3k 215.79
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Ishares Tr Ibonds Dec (IBMM) 0.4 $500k +4% 19k 25.93
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Darden Restaurants (DRI) 0.4 $500k +5% 3.0k 164.30
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $499k +106% 4.3k 116.29
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EQT Corporation (EQT) 0.4 $487k -12% 13k 38.66
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Bank of America Corporation (BAC) 0.4 $472k +7% 14k 33.67
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Biogen Idec (BIIB) 0.4 $464k -14% 1.8k 258.77
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Ishares Tr Ibonds Dec 26 (IBMO) 0.4 $462k -4% 18k 25.51
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.4 $448k +6% 18k 25.59
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MetLife (MET) 0.4 $437k +2% 6.6k 66.13
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $432k NEW 4.1k 104.46
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Southwest Airlines (LUV) 0.4 $425k -3% 15k 28.88
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Universal Display Corporation (OLED) 0.3 $403k 2.1k 191.24
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Penns Woods Ban (PWOD) 0.3 $401k +14% 18k 22.51
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Invesco Actvely Mngd Etc Elc Veh Mtls Cdt (EVMT) 0.3 $394k +13% 23k 16.90
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Travelers Companies (TRV) 0.3 $393k +8% 2.1k 190.52
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Citizens & Northern Corporation (CZNC) 0.3 $375k 17k 22.43
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $360k -44% 7.2k 50.23
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Visa Com Cl A (V) 0.3 $349k 1.3k 260.44
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $348k NEW 5.6k 61.90
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Exxon Mobil Corporation (XOM) 0.3 $334k +37% 3.3k 99.97
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $325k -11% 2.2k 147.12
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $317k NEW 6.1k 51.66
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Allstate Corporation (ALL) 0.3 $316k 2.3k 139.99
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Wabtec Corporation (WAB) 0.3 $311k 2.5k 126.90
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Walgreen Boots Alliance (WBA) 0.3 $296k NEW 11k 26.11
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Host Hotels & Resorts (HST) 0.3 $293k +7% 15k 19.47
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Aptiv SHS (APTV) 0.2 $289k -17% 3.2k 89.73
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Valero Energy Corporation (VLO) 0.2 $286k +5% 2.2k 130.02
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CVS Caremark Corporation (CVS) 0.2 $283k +11% 3.6k 78.96
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $282k NEW 1.2k 237.17
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West Pharmaceutical Services (WST) 0.2 $280k 795.00 352.12
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CF Industries Holdings (CF) 0.2 $278k +6% 3.5k 79.51
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Capital One Financial (COF) 0.2 $275k NEW 2.1k 131.14
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $274k +21% 6.7k 40.68
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Hp (HPQ) 0.2 $272k +14% 9.0k 30.09
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Tesla Motors (TSLA) 0.2 $263k 1.1k 248.48
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $256k +9% 3.4k 75.54
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LKQ Corporation (LKQ) 0.2 $250k +4% 5.2k 47.79
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $243k NEW 1.9k 124.97
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $241k NEW 3.7k 64.69
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Compass Diversified Sh Ben Int (CODI) 0.2 $238k 11k 22.45
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $236k -12% 3.1k 75.35
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Tyson Foods Cl A (TSN) 0.2 $219k -9% 4.1k 53.74
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $215k NEW 450.00 477.67
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Gilead Sciences (GILD) 0.2 $207k NEW 2.6k 81.01
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Boeing Company (BA) 0.2 $206k -28% 791.00 260.66
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Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $58k -5% 11k 5.40
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Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $53k -8% 23k 2.32
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Nokia Corp Sponsored Adr (NOK) 0.0 $41k -3% 12k 3.42
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Gan SHS (GAN) 0.0 $25k 16k 1.58
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23andme Holding Class A Com (ME) 0.0 $12k -46% 13k 0.91
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Past Filings by Evergreen Wealth Solutions

SEC 13F filings are viewable for Evergreen Wealth Solutions going back to 2021