Evergreen Wealth Solutions, LLC Incresed Positions in Q4 2024

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
77.6K
+ 716.24%
$24.5 - $25.72 $1.9M - $2M
88.4K $2.17M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
33.8K
+ 141.32%
$50.62 - $50.97 $1.71M - $1.72M
57.7K $2.93M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
6.06K
+ 1.64%
$111.85 - $120.71 $678K - $732K
376K $43.3M
NVDA
Nvidia Corp

Technology
3.91K
+ 8.65%
$117.0 - $148.88 $458K - $582K
49.1K $6.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19.3K
+ 109.41%
$50.67 - $50.9 $976K - $980K
36.9K $1.87M
CGGR
Capital Group Growth ETF Shs C

ETFs
19K
+ 96.39%
$34.49 - $39.24 $656K - $746K
38.7K $1.44M
CGDV
Capital Group Divid Value ETF

ETFs
19.9K
+ 115.08%
$35.16 - $37.12 $701K - $740K
37.3K $1.31M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
25.5K
+ 123.97%
$25.0 - $25.11 $638K - $641K
46.1K $1.16M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.54K
+ 1.43%
$53.94 - $58.15 $191K - $206K
251K $14.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
882
+ 35.96%
$442.29 - $483.08 $390K - $426K
3.34K $1.51M
AAPL
Apple Inc.

Technology
11
+ 0.05%
$221.69 - $259.02 $2.44K - $2.85K
20.6K $5.16M
GOOGL
Alphabet Inc.

Communication Services
8
+ 0.06%
$161.86 - $196.66 $1.29K - $1.57K
13.2K $2.5M
JPM
Jpmorgan Chase & CO

Financial Services
269
+ 4.51%
$205.18 - $250.29 $55.2K - $67.3K
6.23K $1.49M
CSCO
Cisco Systems, Inc.

Technology
1.94K
+ 10.62%
$52.45 - $60.02 $102K - $117K
20.2K $1.2M
META
Meta Platforms, Inc.

Communication Services
334
+ 23.98%
$554.08 - $632.68 $185K - $211K
1.73K $1.02M
CVX
Chevron Corp

Energy
1.45K
+ 27.94%
$141.15 - $162.53 $204K - $235K
6.62K $958K
PWOD
Penns Woods Bancorp Inc

Financial Services
2.79K
+ 19.26%
$23.74 - $34.06 $66.3K - $95.2K
17.3K $525K
MA
Mastercard Inc

Financial Services
168
+ 6.7%
$491.3 - $536.15 $82.5K - $90.1K
2.68K $1.41M
COST
Costco Wholesale Corp

Consumer Defensive
143
+ 13.2%
$873.59 - $994.69 $125K - $142K
1.23K $1.12M
DIS
Walt Disney CO

Communication Services
349
+ 5.22%
$92.39 - $117.6 $32.2K - $41K
7.03K $783K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
6.86K
+ 61.72%
$20.28 - $21.2 $139K - $145K
18K $365K
MSFT
Microsoft Corp

Technology
444
+ 6.28%
$406.35 - $454.46 $180K - $202K
7.52K $3.17M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 1.45%
$213.65 - $479.86 $2.56K - $5.76K
839 $338K
AXP
American Express CO

Financial Services
275
+ 18.63%
$267.35 - $305.57 $73.5K - $84K
1.75K $519K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
5.51K
+ 42.17%
$22.71 - $23.47 $125K - $129K
18.6K $423K
MCK
Mckesson Corp

Healthcare
5
+ 0.35%
$482.27 - $628.5 $2.41K - $3.14K
1.42K $808K
SMR
Nuscale Power Corp

Industrials
380
+ 2.61%
$11.69 - $30.21 $4.44K - $11.5K
14.9K $267K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.02K
+ 4.31%
N/A
97.4K $2.31M
MET
Metlife Inc

Financial Services
1.19K
+ 26.12%
$78.15 - $88.25 $93.2K - $105K
5.76K $471K
INTC
Intel Corp

Technology
7.7K
+ 38.54%
$19.07 - $26.23 $147K - $202K
27.7K $555K
IVV
Ishares Core S&P 500 ETF

ETFs
96
+ 23.65%
$570.51 - $610.59 $54.8K - $58.6K
502 $295K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.07K
+ 20.9%
$50.37 - $50.6 $53.7K - $53.9K
6.17K $310K
VTI
Vanguard Total Stock Market Et

ETFs
137
+ 11.73%
$280.04 - $302.45 $38.4K - $41.4K
1.31K $378K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.82K
+ 4.32%
$24.82 - $25.48 $94.9K - $97.4K
92.3K $2.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
211
+ 4.9%
$176.42 - $186.91 $37.2K - $39.4K
4.52K $804K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.47K
+ 12.76%
$23.88 - $24.32 $35K - $35.7K
13K $310K
PRU
Prudential Financial Inc

Financial Services
295
+ 6.91%
$114.59 - $129.52 $33.8K - $38.2K
4.56K $540K
CODI
Compass Diversified Holdings

Industrials
110
+ 1.01%
$20.56 - $24.27 $2.26K - $2.67K
11K $254K
HST
Host Hotels & Resorts, Inc.

Real Estate
651
+ 5.3%
$17.24 - $19.07 $11.2K - $12.4K
12.9K $226K
BDN
Brandywine Realty Trust

Real Estate
1.12K
+ 9.83%
$5.07 - $6.53 $5.65K - $7.28K
12.5K $69K
QS
Quantum Scape Corp

Consumer Cyclical
1.7K
+ 15.82%
$4.73 - $6.5 $8.04K - $11.1K
12.4K $64K
IBDV
Ishares Tr

Technology
3.95K
+ 3.93%
$21.24 - $22.15 $83.9K - $87.4K
104K $2.23M
APD
Air Products & Chemicals, Inc.

Basic Materials
9
+ 0.48%
$285.5 - $335.62 $2.57K - $3.02K
1.87K $543K
UNP
Union Pacific Corp

Industrials
97
+ 5.11%
$223.15 - $249.32 $21.6K - $24.2K
2K $455K
F
Ford Motor CO

Consumer Cyclical
1.33K
+ 3.38%
$9.69 - $11.4 $12.8K - $15.1K
40.5K $401K
CZNC
Citizens & Northern Corp

Financial Services
23
+ 0.14%
$18.36 - $20.85 $422 - $480
16.8K $312K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
78
+ 1.07%
$40.41 - $45.12 $3.15K - $3.52K
7.36K $298K
UNH
Unitedhealth Group Inc

Healthcare
76
+ 8.31%
$485.52 - $625.25 $36.9K - $47.5K
991 $501K
TGT
Target Corp

Consumer Defensive
442
+ 8.75%
$121.59 - $160.69 $53.7K - $71K
5.49K $742K
Activity Summary
Buys All Purchases 68 New Holdings 10 Increased Positions 58 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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