13F Filings for Evergreen Wealth Solutions, LLC (CIK: 1904432)
View the most recent portfolio holdings disclosed by Evergreen Wealth Solutions, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| GSLC - GOLDMAN SACHS ETF TR(Class: ACTIVEBETA US LG) | 376.61K | $45.71M | 27.52% | Decreased | 14.93K (3.0%, $2.61M) |
| JEPQ - J P MORGAN EXCHANGE TRADED F(Class: NASDAQ EQT PREM) | 221.37K | $12.04M | 7.25% | Decreased | 4.06K (1.0%, $369.72K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 49.20K | $7.77M | 4.68% | Increased | 890 (1.0%, $2.54M) |
| BCI - ABRDN ETFS(Class: BBRG ALL COMD K1) | 273.49K | $5.68M | 3.42% | Increased | 8.26K (3.0%, $11.47K) |
| AAPL - APPLE INC(Class: COM) | 23.82K | $4.89M | 2.94% | Increased | 1.63K (7.0%, $41.25K) |
| JAAA - JANUS DETROIT STR TR(Class: HENDRSON AAA CL) | 82.10K | $4.17M | 2.51% | Decreased | 27.57K (25.0%, $1.39M) |
| N/A - J P MORGAN EXCHANGE TRADED F(Class: ULTRA SHT MUNCPL) | 80.27K | $4.09M | 2.46% | Decreased | 3.80K (4.0%, $187.59K) |
| MSFT - MICROSOFT CORP(Class: COM) | 6.83K | $3.39M | 2.04% | Decreased | 731 (9.0%, $558.30K) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 3.84K | $2.39M | 1.44% | Increased | 3.19K (484.0%, $2.02M) |
| MSTR - MICROSTRATEGY INC(Class: CL A NEW) | 5.44K | $2.20M | 1.32% | Unchanged | |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 11.95K | $2.11M | 1.27% | Increased | 184 (1.0%, $286.39K) |
| USTB - VICTORY PORTFOLIOS II(Class: SHORT TRM BD ETF) | 39.95K | $2.03M | 1.22% | Increased | 20.25K (102.0%, $1.03M) |
| CIEN - CIENA CORP(Class: COM NEW) | 24.19K | $1.97M | 1.18% | Unchanged | |
| IBDR - ISHARES TR(Class: IBONDS DEC2026) | 81.09K | $1.97M | 1.18% | Decreased | 5.41K (6.0%, $127.62K) |
| IBDT - ISHARES TR(Class: IBDS DEC28 ETF) | 76.67K | $1.95M | 1.17% | Decreased | 5.43K (6.0%, $124.87K) |
| IBDV - ISHARES TR(Class: IBONDS DEC 2030) | 87.94K | $1.93M | 1.16% | Decreased | 5.33K (5.0%, $92.98K) |
| CGCB - CAPITAL GRP FIXED INCM ETF T(Class: CORE BOND ETF) | 73.03K | $1.92M | 1.16% | Increased | 27.94K (61.0%, $735.74K) |
| IBDX - ISHARES TR(Class: IBONDS DEC 2032) | 75.83K | $1.92M | 1.15% | Decreased | 6.43K (7.0%, $138.24K) |
| AMZN - AMAZON COM INC(Class: COM) | 8.23K | $1.80M | 1.09% | Decreased | 241 (2.0%, $193.80K) |
| CGGR - CAPITAL GROUP GROWTH ETF(Class: SHS CREATION UNI) | 39.14K | $1.59M | 0.96% | Decreased | 2.75K (6.0%, $156.25K) |
| CGDV - CAPITAL GROUP DIVIDEND VALUE(Class: SHS CREATION UNI) | 38.58K | $1.52M | 0.92% | Decreased | 9.77K (20.0%, $199.57K) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 3.10K | $1.51M | 0.91% | Decreased | 137 (4.0%, $218.17K) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 5.16K | $1.50M | 0.90% | Decreased | 319 (5.0%, $151.88K) |
| META - META PLATFORMS INC(Class: CL A) | 2K | $1.48M | 0.89% | Increased | 576 (40.0%, $655.64K) |
| MA - MASTERCARD INCORPORATED(Class: CL A) | 2.56K | $1.44M | 0.87% | Increased | 341 (15.0%, $222.33K) |