Evergreen Wealth Solutions, LLC Sells in Q3 2025

Evergreen Wealth Solutions, LLC

  • $170 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-11K
- 13.35%
$50.53 - $50.82 $554K - $557K
71.1K $3.61M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-8.43K
- 10.51%
$50.81 - $51.07 $428K - $431K
71.8K $3.67M
META
Meta Platforms, Inc.

Communication Services
-493
- 24.64%
$695.21 - $791.73 $343K - $390K
1.51K $1.11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.59K
- 60.84%
$97.75 - $100.75 $351K - $362K
2.31K $231K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.09K
- 42.08%
$182.33 - $194.5 $380K - $406K
2.87K $558K
MA
Mastercard Inc

Financial Services
-419
- 16.38%
$550.18 - $598.96 $231K - $251K
2.14K $1.22M
IBM
International Business Machines Corp

Technology
-499
- 11.26%
$234.77 - $292.47 $117K - $146K
3.93K $1.11M
AVGO
Broadcom Inc.

Technology
-1.28K
- 28.02%
$264.74 - $369.57 $339K - $474K
3.29K $1.09M
COST
Costco Wholesale Corp

Consumer Defensive
-104
- 8.9%
$915.95 - $994.57 $95.3K - $103K
1.07K $985K
ROP
Roper Technologies Inc

Industrials
-24
- 1.34%
$495.03 - $573.0 $11.9K - $13.8K
1.76K $879K
DIS
Walt Disney CO

Communication Services
-564
- 9.68%
$112.25 - $124.0 $63.3K - $69.9K
5.26K $602K
XOM
Exxon Mobil Corp

Energy
-1.03K
- 27.1%
$105.83 - $117.22 $109K - $121K
2.77K $312K
FISV
Fiserv Inc

Technology
-769
- 23.67%
N/A
2.48K $310K
AAPL
Apple Inc.

Technology
-4.99K
- 20.95%
$202.38 - $256.87 $1.01M - $1.28M
18.8K $4.79M
AMP
Ameriprise Financial Inc

Financial Services
-33
- 2.75%
$486.13 - $544.55 $16K - $18K
1.17K $572K
NFLX
Netflix Inc

Communication Services
-6
- 1.55%
$1147.87 - $1297.18 $6.89K - $7.78K
381 $456K
V
Visa Inc.

Financial Services
-120
- 9.58%
$332.09 - $358.86 $39.9K - $43.1K
1.13K $386K
SYK
Stryker Corp

Healthcare
-43
- 2.83%
$368.57 - $403.53 $15.8K - $17.4K
1.47K $544K
PRU
Prudential Financial Inc

Financial Services
-408
- 11.33%
$100.68 - $109.89 $41.1K - $44.8K
3.19K $331K
CVX
Chevron Corp

Energy
-713
- 13.6%
$145.57 - $161.83 $104K - $115K
4.53K $703K
MRK
Merck & Co., Inc.

Healthcare
-720
- 13.87%
$77.6 - $87.37 $55.9K - $62.9K
4.47K $375K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-2K
- 6.7%
$23.96 - $24.81 $47.9K - $49.6K
27.9K $689K
DE
Deere & CO

Industrials
-3
- 0.53%
$457.26 - $524.37 $1.37K - $1.57K
559 $255K
AMGN
Amgen Inc

Healthcare
-102
- 11.15%
$271.18 - $309.22 $27.7K - $31.5K
813 $229K
ADP
Automatic Data Processing Inc

Industrials
-35
- 3.61%
$288.69 - $310.94 $10.1K - $10.9K
934 $274K
VZ
Verizon Communications Inc

Communication Services
-878
- 2.81%
$40.84 - $45.06 $35.9K - $39.6K
30.3K $1.33M
LLY
Eli Lilly & CO

Healthcare
-9
- 1.59%
$625.65 - $812.69 $5.63K - $7.31K
558 $425K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-10
- 0.73%
$185.65 - $214.38 $1.86K - $2.14K
1.36K $272K
UNH
Unitedhealth Group Inc

Healthcare
-121
- 13.94%
$237.77 - $353.61 $28.8K - $42.8K
747 $257K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-348
- 0.7%
$25.09 - $25.19 $8.73K - $8.77K
49.3K $1.24M
PFE
Pfizer Inc

Healthcare
-823
- 6.8%
$23.29 - $25.88 $19.2K - $21.3K
11.3K $287K
GILD
Gilead Sciences, Inc.

Healthcare
-15
- 0.7%
$108.22 - $120.47 $1.62K - $1.81K
2.12K $235K
Kenvue Inc
-1.39K
- 8.94%
N/A
14.1K $0
J P Morgan Exchange Traded F
-450
- 5.91%
N/A
7.17K $0
AXP
American Express CO

Financial Services
-57
- 3.83%
$294.27 - $342.31 $16.8K - $19.5K
1.43K $475K
MET
Metlife Inc

Financial Services
-100
- 2.29%
$73.82 - $82.37 $7.38K - $8.24K
4.27K $352K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-775
- 2.52%
$12.9 - $13.59 $10K - $10.5K
30K $402K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-1
- 0.01%
$23.13 - $23.54 $23.1 - $23.5
17.2K $404K
EXC
Exelon Corp

Utilities
-354
- 3.0%
$42.73 - $45.54 $15.1K - $16.1K
11.5K $515K
CODI
Compass Diversified Holdings

Industrials
-2
- 0.02%
$6.04 - $7.69 $12.1 - $15.4
11.3K $74K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20
- 5.31%
$546.99 - $602.2 $10.9K - $12K
357 $214K
MTB
M&T Bank Corp

Financial Services
-42
- 0.93%
$183.74 - $204.05 $7.72K - $8.57K
4.49K $886K
UNP
Union Pacific Corp

Industrials
-7
- 0.38%
$214.91 - $237.16 $1.5K - $1.66K
1.85K $437K
HST
Host Hotels & Resorts, Inc.

Real Estate
-455
- 4.34%
$15.27 - $17.68 $6.95K - $8.04K
10K $170K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-25
- 0.93%
$77.92 - $81.94 $1.95K - $2.05K
2.67K $218K
PWR
Quanta Services, Inc.

Industrials
-76
- 5.53%
$372.29 - $421.68 $28.3K - $32K
1.3K $537K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-67
- 2.16%
$459.11 - $506.91 $30.8K - $34K
3.04K $1.53M
BAC
Bank Of America Corp

Financial Services
-287
- 3.19%
$44.92 - $52.42 $12.9K - $15K
8.7K $448K
F
Ford Motor CO

Consumer Cyclical
-1.25K
- 3.27%
$10.82 - $12.09 $13.5K - $15.1K
36.9K $441K
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
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