Evergreen Wealth Solutions

Evergreen Wealth Solutions as of March 31, 2025

Portfolio Holdings for Evergreen Wealth Solutions

Evergreen Wealth Solutions holds 108 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 29.1 $43M 392k 110.08
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 7.9 $12M 225k 51.78
Abrdn Etfs Bbrg All Comd K1 (BCI) 3.8 $5.7M 265k 21.46
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.8 $5.6M 110k 50.71
NVIDIA Corporation (NVDA) 3.5 $5.2M 48k 108.38
Apple (AAPL) 3.3 $4.9M 22k 222.13
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.9 $4.3M 84k 50.85
Microsoft Corporation (MSFT) 1.9 $2.8M 7.6k 375.40
Ishares Tr Ibonds Dec2026 (IBDR) 1.4 $2.1M 87k 24.21
Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $2.1M 82k 25.26
Ishares Tr Ibonds Dec 2032 (IBDX) 1.4 $2.1M 82k 24.99
Ishares Tr Ibonds Dec 2030 (IBDV) 1.4 $2.0M 93k 21.72
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.8M 12k 154.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $1.7M 3.2k 532.58
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.2 $1.7M 48k 35.64
Amazon (AMZN) 1.1 $1.6M 8.5k 190.26
Microstrategy Cl A New (MSTR) 1.1 $1.6M 5.4k 288.27
Verizon Communications (VZ) 1.0 $1.5M 34k 45.36
Ciena Corp Com New (CIEN) 1.0 $1.5M 24k 60.43
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.0 $1.4M 42k 34.25
JPMorgan Chase & Co. (JPM) 0.9 $1.3M 5.5k 245.30
Mastercard Incorporated Cl A (MA) 0.8 $1.2M 2.2k 548.12
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.8 $1.2M 48k 25.15
International Business Machines (IBM) 0.8 $1.2M 4.8k 248.66
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.8 $1.2M 45k 26.28
Costco Wholesale Corporation (COST) 0.8 $1.1M 1.2k 945.56
Cisco Systems (CSCO) 0.7 $1.1M 18k 61.71
Roper Industries (ROP) 0.7 $1.1M 1.8k 589.56
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.7 $998k 20k 50.65
Chevron Corporation (CVX) 0.6 $962k 5.7k 167.30
Lowe's Companies (LOW) 0.6 $923k 4.0k 233.25
McKesson Corporation (MCK) 0.6 $835k 1.2k 672.96
Meta Platforms Cl A (META) 0.6 $821k 1.4k 576.40
M&T Bank Corporation (MTB) 0.5 $815k 4.6k 178.73
DTE Energy Company (DTE) 0.5 $792k 5.7k 138.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $779k 4.6k 170.89
Abbvie (ABBV) 0.5 $761k 3.6k 209.53
J P Morgan Exchange Traded F Income Etf (JPIE) 0.5 $713k 16k 46.07
Intel Corporation (INTC) 0.5 $675k 30k 22.71
Johnson & Johnson (JNJ) 0.4 $657k 4.0k 165.86
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $631k 6.4k 98.92
Walt Disney Company (DIS) 0.4 $622k 6.3k 98.70
Stryker Corporation (SYK) 0.4 $593k 1.6k 372.21
Fiserv (FI) 0.4 $588k 2.7k 220.83
Masco Corporation (MAS) 0.4 $587k 8.4k 69.54
Exelon Corporation (EXC) 0.4 $568k 12k 46.08
Ameriprise Financial (AMP) 0.4 $559k 1.2k 484.05
Kla Corp Com New (KLAC) 0.4 $557k 819.00 679.64
Air Products & Chemicals (APD) 0.4 $552k 1.9k 294.92
Ishares Tr Msci Gbl Sus Dev (SDG) 0.4 $539k 7.5k 72.39
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.3 $501k 21k 24.48
Penns Woods Ban (PWOD) 0.3 $483k 17k 27.91
Eli Lilly & Co. (LLY) 0.3 $471k 570.00 825.97
Merck & Co (MRK) 0.3 $471k 5.2k 89.76
Visa Com Cl A (V) 0.3 $453k 1.3k 350.40
Exxon Mobil Corporation (XOM) 0.3 $451k 3.8k 118.94
Target Corporation (TGT) 0.3 $448k 4.3k 104.36
Union Pacific Corporation (UNP) 0.3 $444k 1.9k 236.24
MetLife (MET) 0.3 $442k 5.5k 80.29
American Express Company (AXP) 0.3 $439k 1.6k 269.12
Prudential Financial (PRU) 0.3 $439k 3.9k 111.68
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $434k 18k 24.18
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $430k 19k 23.13
Netflix (NFLX) 0.3 $424k 455.00 932.53
Nucor Corporation (NUE) 0.3 $424k 3.5k 120.33
Broadcom (AVGO) 0.3 $412k 2.5k 167.46
Ford Motor Company (F) 0.3 $405k 40k 10.03
Kenvue (KVUE) 0.3 $402k 17k 23.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $390k 832.00 468.92
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $390k 7.7k 50.63
Thermo Fisher Scientific (TMO) 0.3 $388k 780.00 497.72
UnitedHealth (UNH) 0.3 $381k 727.00 524.01
Bank of America Corporation (BAC) 0.3 $375k 9.0k 41.73
Ishares Tr Ibonds Dec 2031 (IBDW) 0.3 $373k 18k 20.75
Ishares Tr Core S&p500 Etf (IVV) 0.2 $370k 658.00 562.07
Quanta Services (PWR) 0.2 $364k 1.4k 254.18
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $362k 2.2k 161.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $343k 1.2k 274.79
Citizens & Northern Corporation (CZNC) 0.2 $339k 17k 20.12
Pfizer (PFE) 0.2 $338k 13k 25.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $337k 2.8k 122.01
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $313k 12k 26.82
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $304k 7.2k 42.08
Universal Display Corporation (OLED) 0.2 $297k 2.1k 139.48
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.2 $297k 12k 24.44
Automatic Data Processing (ADP) 0.2 $292k 955.00 305.58
Phillips 66 (PSX) 0.2 $292k 2.4k 123.49
Palantir Technologies Cl A (PLTR) 0.2 $291k 3.4k 84.40
Ishares Tr Core High Dv Etf (HDV) 0.2 $287k 2.4k 121.13
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.2 $284k 4.8k 58.94
Tesla Motors (TSLA) 0.2 $270k 1.0k 259.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $267k 740.00 361.09
Deere & Company (DE) 0.2 $264k 562.00 469.35
Wal-Mart Stores (WMT) 0.2 $255k 2.9k 87.78
Accenture Plc Ireland Shs Class A (ACN) 0.2 $239k 767.00 311.90
Ishares Tr Ibonds Dec 2033 (IBDY) 0.2 $237k 9.3k 25.56
Gilead Sciences (GILD) 0.2 $234k 2.1k 112.05
Invesco Actvely Mngd Etc Elc Veh Mtls Cdt (EVMT) 0.1 $215k 14k 15.74
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $214k 6.0k 35.65
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $212k 15k 14.16
Compass Diversified Sh Ben Int (CODI) 0.1 $208k 11k 18.67
Amgen (AMGN) 0.1 $208k 666.00 311.55
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $207k 9.5k 21.77
Alphabet Cap Stk Cl C (GOOG) 0.1 $202k 1.3k 156.23
Host Hotels & Resorts (HST) 0.1 $166k 12k 14.21
Quantumscape Corp Com Cl A (QS) 0.0 $52k 12k 4.16
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $51k 11k 4.46
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $40k 23k 1.76