Evergreen Wealth Solutions

Evergreen Wealth Solutions as of June 30, 2022

Portfolio Holdings for Evergreen Wealth Solutions

Evergreen Wealth Solutions holds 99 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 9.0 $7.4M 66k 111.73
Apple (AAPL) 4.4 $3.6M 26k 136.71
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 3.8 $3.1M 41k 74.93
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.2 $2.6M 51k 50.65
Microsoft Corporation (MSFT) 3.2 $2.6M 10k 256.85
Alphabet Cap Stk Cl A (GOOGL) 2.5 $2.0M 924.00 2179.65
Mastercard Incorporated Cl A (MA) 2.0 $1.7M 5.2k 315.42
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $1.6M 16k 101.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $1.6M 5.9k 273.02
Verizon Communications (VZ) 1.8 $1.5M 29k 50.74
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.8 $1.5M 61k 24.09
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.8 $1.5M 29k 50.60
Ishares Tr National Mun Etf (MUB) 1.7 $1.4M 13k 106.34
Pfizer (PFE) 1.7 $1.4M 27k 52.45
Lowe's Companies (LOW) 1.7 $1.4M 7.9k 174.72
DTE Energy Company (DTE) 1.7 $1.4M 11k 126.77
Thermo Fisher Scientific (TMO) 1.6 $1.3M 2.5k 543.20
JPMorgan Chase & Co. (JPM) 1.6 $1.3M 12k 112.62
Amazon (AMZN) 1.5 $1.2M 12k 106.20
Constellation Brands Cl A (STZ) 1.4 $1.2M 5.0k 233.00
Prudential Financial (PRU) 1.4 $1.2M 12k 95.71
Johnson & Johnson (JNJ) 1.4 $1.2M 6.5k 177.52
Cisco Systems (CSCO) 1.4 $1.2M 27k 42.63
Chevron Corporation (CVX) 1.4 $1.1M 7.7k 144.72
Intel Corporation (INTC) 1.3 $1.1M 28k 37.40
UnitedHealth (UNH) 1.3 $1.1M 2.0k 513.42
Roper Industries (ROP) 1.3 $1.0M 2.6k 394.85
Accenture Plc Ireland Shs Class A (ACN) 1.2 $1.0M 3.6k 277.75
Walt Disney Company (DIS) 1.2 $1.0M 11k 94.44
International Business Machines (IBM) 1.1 $928k 6.6k 141.21
Ishares Tr Msci Eafe Etf (EFA) 1.1 $859k 14k 62.48
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.0 $819k 8.5k 96.46
Target Corporation (TGT) 1.0 $814k 5.8k 141.20
NVIDIA Corporation (NVDA) 0.9 $757k 5.0k 151.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.9 $718k 9.1k 79.25
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.9 $711k 13k 54.58
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $683k 6.7k 101.64
Hp (HPQ) 0.8 $683k 21k 32.80
Ishares Tr Msci Gbl Sus Dev (SDG) 0.8 $681k 8.5k 79.91
Kla Corp Com New (KLAC) 0.8 $675k 2.1k 319.15
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $648k 7.0k 92.47
Biogen Idec (BIIB) 0.8 $630k 3.1k 204.02
McKesson Corporation (MCK) 0.8 $622k 1.9k 326.17
Ishares Tr Msci Intl Qualty (IQLT) 0.8 $622k 20k 30.91
Ecolab (ECL) 0.7 $595k 3.9k 153.83
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $578k 4.9k 118.69
Stanley Black & Decker (SWK) 0.7 $555k 5.3k 104.76
Merck & Co (MRK) 0.7 $553k 6.1k 91.13
LKQ Corporation (LKQ) 0.7 $551k 11k 49.09
Fiserv (FI) 0.7 $537k 6.0k 88.91
Darden Restaurants (DRI) 0.7 $532k 4.7k 113.19
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $513k 10k 49.56
Wal-Mart Stores (WMT) 0.6 $503k 4.1k 121.64
Spdr Ser Tr S&p Biotech (XBI) 0.6 $492k 6.6k 74.31
Southwest Airlines (LUV) 0.6 $458k 13k 36.08
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $456k 9.3k 48.97
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.5 $428k 10k 42.20
Masco Corporation (MAS) 0.5 $416k 8.2k 50.61
Netflix (NFLX) 0.5 $409k 2.3k 174.71
Tyson Foods Cl A (TSN) 0.5 $406k 4.7k 86.14
Aptiv SHS (APTV) 0.5 $405k 4.6k 88.97
Danaher Corporation (DHR) 0.5 $403k 1.6k 253.46
Ameriprise Financial (AMP) 0.5 $397k 1.7k 237.72
Ford Motor Company (F) 0.5 $394k 35k 11.13
Meta Platforms Cl A (META) 0.5 $392k 2.4k 161.18
Host Hotels & Resorts (HST) 0.5 $392k 25k 15.67
Key (KEY) 0.5 $391k 23k 17.25
Astrazeneca Sponsored Adr (AZN) 0.5 $385k 5.8k 65.99
Quanta Services (PWR) 0.5 $382k 3.0k 125.41
Ishares Tr Russell 2000 Etf (IWM) 0.5 $370k 2.2k 169.26
Public Service Enterprise (PEG) 0.4 $366k 5.8k 63.28
Walgreen Boots Alliance (WBA) 0.4 $358k 9.5k 37.87
Ishares Tr Core Intl Aggr (IAGG) 0.4 $357k 7.2k 49.76
CVS Caremark Corporation (CVS) 0.4 $354k 3.8k 92.72
Generac Holdings (GNRC) 0.4 $352k 1.7k 210.53
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $347k 4.1k 83.70
Stryker Corporation (SYK) 0.4 $341k 1.7k 199.18
Allstate Corporation (ALL) 0.4 $328k 2.6k 126.74
Penns Woods Ban (PWOD) 0.4 $321k 14k 23.06
CF Industries Holdings (CF) 0.4 $318k 3.7k 85.83
Travelers Companies (TRV) 0.4 $318k 1.9k 169.15
Union Pacific Corporation (UNP) 0.4 $315k 1.5k 213.56
Unum (UNM) 0.4 $313k 9.2k 34.03
Visa Com Cl A (V) 0.4 $306k 1.6k 196.66
West Pharmaceutical Services (WST) 0.4 $305k 1.0k 301.98
Cummins (CMI) 0.4 $291k 1.5k 193.61
Tesla Motors (TSLA) 0.3 $281k 418.00 672.25
Citizens & Northern Corporation (CZNC) 0.3 $265k 11k 24.13
Bank of America Corporation (BAC) 0.3 $258k 8.3k 31.14
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $252k 6.3k 40.10
ConocoPhillips (COP) 0.3 $243k 2.7k 89.70
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $235k 2.8k 83.78
Valero Energy Corporation (VLO) 0.3 $231k 2.2k 106.26
Compass Diversified Sh Ben Int (CODI) 0.3 $221k 10k 21.39
Universal Display Corporation (OLED) 0.2 $203k 2.0k 101.05
Abbvie (ABBV) 0.2 $200k 1.3k 152.79
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.1 $67k 33k 2.03
Nokia Corp Sponsored Adr (NOK) 0.1 $54k 12k 4.59
23andme Holding Class A Com 0.0 $30k 12k 2.44