Evergreen Wealth Solutions

Evergreen Wealth Solutions as of Dec. 31, 2024

Portfolio Holdings for Evergreen Wealth Solutions

Evergreen Wealth Solutions holds 102 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 30.1 $43M 376k 115.18
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 9.9 $14M 251k 56.38
NVIDIA Corporation (NVDA) 4.6 $6.6M 49k 134.29
Apple (AAPL) 3.6 $5.2M 21k 250.42
Microsoft Corporation (MSFT) 2.2 $3.2M 7.5k 421.51
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.0 $2.9M 58k 50.71
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.5M 13k 189.30
Ishares Tr Ibonds Dec2026 (IBDR) 1.6 $2.3M 97k 24.07
Ishares Tr Ibds Dec28 Etf (IBDT) 1.6 $2.3M 92k 24.90
Ishares Tr Ibonds Dec 2030 (IBDV) 1.6 $2.2M 104k 21.36
Ishares Tr Ibonds Dec 2032 (IBDX) 1.5 $2.2M 88k 24.58
Ciena Corp Com New (CIEN) 1.4 $2.1M 24k 84.81
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.3 $1.9M 37k 50.71
Amazon (AMZN) 1.2 $1.8M 8.1k 219.39
Verizon Communications (VZ) 1.1 $1.6M 41k 39.99
Microstrategy Cl A New (MSTR) 1.1 $1.6M 5.4k 289.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.5M 3.3k 453.28
JPMorgan Chase & Co. (JPM) 1.0 $1.5M 6.2k 239.72
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.0 $1.4M 39k 37.17
Mastercard Incorporated Cl A (MA) 1.0 $1.4M 2.7k 526.50
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.9 $1.3M 37k 35.26
Cisco Systems (CSCO) 0.8 $1.2M 20k 59.20
International Business Machines (IBM) 0.8 $1.2M 5.4k 219.84
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.8 $1.2M 46k 25.05
Costco Wholesale Corporation (COST) 0.8 $1.1M 1.2k 915.98
Lowe's Companies (LOW) 0.8 $1.1M 4.5k 246.82
Roper Industries (ROP) 0.8 $1.1M 2.1k 519.76
Thermo Fisher Scientific (TMO) 0.8 $1.1M 2.1k 520.27
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.1M 11k 96.90
Meta Platforms Cl A (META) 0.7 $1.0M 1.7k 585.59
Chevron Corporation (CVX) 0.7 $958k 6.6k 144.84
Ishares Tr National Mun Etf (MUB) 0.6 $886k 8.3k 106.55
M&T Bank Corporation (MTB) 0.6 $884k 4.7k 187.99
McKesson Corporation (MCK) 0.6 $808k 1.4k 569.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $804k 4.5k 178.07
DTE Energy Company (DTE) 0.6 $792k 6.6k 120.74
Walt Disney Company (DIS) 0.5 $783k 7.0k 111.35
Broadcom (AVGO) 0.5 $757k 3.3k 231.85
Target Corporation (TGT) 0.5 $743k 5.5k 135.17
Fiserv (FI) 0.5 $715k 3.5k 205.42
Abbvie (ABBV) 0.5 $687k 3.9k 177.72
Kla Corp Com New (KLAC) 0.5 $672k 1.1k 629.95
Ameriprise Financial (AMP) 0.5 $662k 1.2k 532.30
Stryker Corporation (SYK) 0.4 $596k 1.7k 360.07
Masco Corporation (MAS) 0.4 $581k 8.0k 72.57
Johnson & Johnson (JNJ) 0.4 $557k 3.9k 144.60
Intel Corporation (INTC) 0.4 $555k 28k 20.05
Merck & Co (MRK) 0.4 $544k 5.5k 99.48
Air Products & Chemicals (APD) 0.4 $543k 1.9k 290.04
Prudential Financial (PRU) 0.4 $541k 4.6k 118.53
Ishares Tr Msci Gbl Sus Dev (SDG) 0.4 $530k 7.4k 71.56
Penns Woods Ban (PWOD) 0.4 $526k 17k 30.39
American Express Company (AXP) 0.4 $520k 1.8k 296.84
Quanta Services (PWR) 0.4 $515k 1.6k 316.08
UnitedHealth (UNH) 0.3 $501k 991.00 505.84
Netflix (NFLX) 0.3 $495k 555.00 891.32
MetLife (MET) 0.3 $472k 5.8k 81.89
Bank of America Corporation (BAC) 0.3 $469k 11k 43.95
Union Pacific Corporation (UNP) 0.3 $456k 2.0k 228.09
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $424k 19k 22.80
Exxon Mobil Corporation (XOM) 0.3 $416k 3.9k 107.58
Eli Lilly & Co. (LLY) 0.3 $409k 530.00 772.03
Ford Motor Company (F) 0.3 $401k 41k 9.90
Visa Com Cl A (V) 0.3 $395k 1.3k 316.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $378k 1.3k 289.76
Ishares Tr Ibonds Dec 2031 (IBDW) 0.3 $366k 18k 20.35
Ishares Tr Ibonds Dec 26 (IBMO) 0.3 $365k 14k 25.46
Invesco Actvely Mngd Etc Elc Veh Mtls Cdt (EVMT) 0.3 $359k 25k 14.60
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $355k 2.8k 128.62
Kenvue (KVUE) 0.2 $349k 16k 21.35
Nucor Corporation (NUE) 0.2 $349k 3.0k 116.69
Accenture Plc Ireland Shs Class A (ACN) 0.2 $341k 969.00 351.67
Tesla Motors (TSLA) 0.2 $339k 839.00 403.84
Pfizer (PFE) 0.2 $336k 13k 26.53
Citizens & Northern Corporation (CZNC) 0.2 $313k 17k 18.60
Exelon Corporation (EXC) 0.2 $312k 8.3k 37.64
Universal Display Corporation (OLED) 0.2 $311k 2.1k 146.19
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $311k 6.2k 50.37
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $311k 13k 23.96
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $298k 7.4k 40.49
Ishares Tr Core S&p500 Etf (IVV) 0.2 $296k 502.00 588.73
Wal-Mart Stores (WMT) 0.2 $288k 3.2k 90.36
Alphabet Cap Stk Cl C (GOOG) 0.2 $286k 1.5k 190.44
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $277k 12k 23.84
Automatic Data Processing (ADP) 0.2 $276k 941.00 292.73
Nuscale Pwr Corp Cl A Com (SMR) 0.2 $268k 15k 17.93
Ishares Tr Ibonds Dec 28 (IBMQ) 0.2 $262k 10k 25.18
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.2 $262k 10k 25.79
West Pharmaceutical Services (WST) 0.2 $260k 795.00 327.56
Compass Diversified Sh Ben Int (CODI) 0.2 $254k 11k 23.08
Deere & Company (DE) 0.2 $247k 584.00 423.70
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $239k 1.3k 184.88
Ishares Tr Core High Dv Etf (HDV) 0.2 $234k 2.1k 112.28
CF Industries Holdings (CF) 0.2 $232k 2.7k 85.32
Host Hotels & Resorts (HST) 0.2 $227k 13k 17.52
Generac Holdings (GNRC) 0.2 $224k 1.4k 155.05
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $206k 2.0k 105.48
Peloton Interactive Cl A Com (PTON) 0.1 $89k 10k 8.70
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $70k 13k 5.60
Quantumscape Corp Com Cl A (QS) 0.0 $65k 12k 5.19
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $46k 26k 1.77
Gan SHS 0.0 $28k 16k 1.82