Evergreen Wealth Solutions, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $143 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $43.3M, J P Morgan ETF Tr Nasdaq Equit with a value of $14.2M, Nvidia Corp with a value of $6.6M, Apple Inc. with a value of $5.16M, and Microsoft Corp with a value of $3.17M.
Examining the 13F form we can see an decrease of $4.07M in the current position value, from $147M to 143M.
Evergreen Wealth Solutions, LLC is based out at Williamsport, PA
Below you can find more details about Evergreen Wealth Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$143 Million
ETFs: $80.5 Million
Technology: $24 Million
Financial Services: $9.19 Million
Communication Services: $6.7 Million
Healthcare: $5.78 Million
Industrials: $3.9 Million
Consumer Cyclical: $3.81 Million
Consumer Defensive: $2.15 Million
Other: $3.94 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
