Evergreen Wealth Solutions, LLC Incresed Positions in Q3 2025

Evergreen Wealth Solutions, LLC

  • $170 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
627
+ 1.27%
$153.3 - $186.58 $96.1K - $117K
49.8K $9.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.22K
+ 0.55%
$53.81 - $57.52 $65.9K - $70.4K
223K $12.8M
IVV
Ishares Core S&P 500 ETF

ETFs
331
+ 8.61%
$620.67 - $670.08 $205K - $222K
4.17K $2.79M
JPIE
J P Morgan Exchange Traded Fd
8.43K
+ 27.68%
$46.01 - $46.55 $388K - $392K
38.9K $1.8M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
3.5K
+ 1.28%
$20.34 - $21.61 $71.3K - $75.7K
277K $5.97M
USTB
Victory Portfolios Ii Victorys

ETFs
4.92K
+ 12.3%
$50.54 - $51.1 $248K - $251K
44.9K $2.29M
PLTR
Palantir Technologies Inc.

Technology
63
+ 1.61%
$130.68 - $186.97 $8.23K - $11.8K
3.99K $726K
MSFT
Microsoft Corp

Technology
87
+ 1.27%
$491.09 - $535.64 $42.7K - $46.6K
6.91K $3.58M
WMT
Walmart Inc.

Consumer Defensive
1.37K
+ 54.86%
$94.4 - $104.27 $130K - $143K
3.87K $399K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
57
+ 1.49%
$195.29 - $223.85 $11.1K - $12.8K
3.88K $861K
IWP
Ishares Russell Mid Cap Growth

ETFs
341
+ 4.27%
$137.51 - $145.26 $46.9K - $49.5K
8.34K $1.19M
TTE
Total Energies Se

Energy
856
+ 20.89%
N/A
4.95K $339K
SDG
Ishares Trust Ishares Msci Glo

ETFs
15
+ 0.2%
$75.87 - $83.26 $1.14K - $1.25K
7.44K $619K
NUE
Nucor Corp

Basic Materials
212
+ 5.8%
$133.3 - $150.33 $28.3K - $31.9K
3.87K $523K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
724
+ 0.95%
$24.97 - $25.78 $18.1K - $18.7K
76.6K $1.96M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
850
+ 9.63%
$50.47 - $50.74 $42.9K - $43.1K
9.68K $490K
MAS
Masco Corp

Industrials
109
+ 2.29%
$64.44 - $76.07 $7.02K - $8.29K
4.87K $343K
VTI
Vanguard Total Stock Market Et

ETFs
19
+ 1.68%
$303.93 - $329.86 $5.77K - $6.27K
1.15K $378K
IBDV
Ishares Tr

Technology
729
+ 0.83%
$21.75 - $22.22 $15.9K - $16.2K
88.7K $1.96M
HDV
Ishares Core High Dividend ETF

ETFs
119
+ 4.78%
$118.16 - $123.66 $14.1K - $14.7K
2.61K $319K
CGXU
Capital Group Intl Focus Equit

ETFs
5
+ 0.05%
$26.49 - $29.62 $132 - $148
10.7K $315K
AMZN
Amazon Com Inc

Consumer Cyclical
91
+ 1.11%
$211.65 - $238.24 $19.3K - $21.7K
8.32K $1.83M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
424
+ 0.55%
$25.24 - $25.56 $10.7K - $10.8K
77.1K $1.97M
CZNC
Citizens & Northern Corp

Financial Services
24
+ 0.14%
$18.39 - $20.55 $441 - $493
16.9K $334K
QCOM
Qualcomm Inc

Technology
9
+ 0.6%
$145.84 - $173.55 $1.31K - $1.56K
1.5K $249K
TGT
Target Corp

Consumer Defensive
391
+ 13.78%
$86.56 - $107.43 $33.8K - $42K
3.23K $289K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
56
+ 0.85%
$45.07 - $47.56 $2.52K - $2.66K
6.68K $307K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
335
+ 0.41%
N/A
81.4K $1.93M
BA
Boeing CO

Industrials
7
+ 0.62%
$209.79 - $237.38 $1.47K - $1.66K
1.14K $244K
CIG
Energy CO Of Minas Gerais

Utilities
940
+ 3.94%
$1.81 - $2.13 $1.7K - $2K
24.8K $52K
Goldman Sachs ETF Tr
100
+ 0.57%
N/A
17.7K $0
CGMU
Capital Group Core Plus Income
1.15K
+ 7.86%
N/A
15.8K $0
Capital Grp Fixed Incm ETF T
10.8K
+ 14.85%
N/A
83.9K $0
Capital Group Global Equity
27.8K
+ 63.82%
N/A
71.4K $0
BDN
Brandywine Realty Trust

Real Estate
310
+ 2.63%
$3.81 - $4.58 $1.18K - $1.42K
12.1K $50K
ACN
Accenture PLC

Technology
109
+ 15.27%
$232.56 - $304.78 $25.3K - $33.2K
823 $202K
OLED
Universal Display Corp Pa

Technology
5
+ 0.23%
$134.16 - $161.44 $671 - $807
2.14K $307K
Activity Summary
Buys All Purchases 53 New Holdings 15 Increased Positions 38 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email