The Analysis of Evergreen Wealth Solutions, LLC's Holdings
Currently, Evergreen Wealth Solutions, LLC holds 130 types of securities in its portfolio with a total value $177.4M. In the most recent quarter, they have increased their positions in CGGE (+27.8K shares, valued at $855.9K), SPDW (+18.0K shares, valued at $772.3K), NWBI (+36.7K shares, valued at $454.9K); decreased their positions in AAPL (-5.0K shares, valued at $1.3M), GSLC (-4.4K shares, valued at $572.7K), JAAA (-11.0K shares, valued at $556.6K); initiated new positions in SPDW (+18.0K shares, valued at $772.3K), NWBI (+36.7K shares, valued at $454.9K), TSM (+1.3K shares, valued at $366.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GSLC GOLDMAN SACHS ETF TR372.2K shares-1.17%2025-09-302025-11-14
JEPQ J P MORGAN EXCHANGE TRADED F222.6K shares0.55%2025-09-302025-11-14 NVDA NVIDIA CORPORATION49.8K shares1.27%2025-09-302025-11-14 BCI ABRDN ETFS277.0K shares1.28%2025-09-302025-11-14 AAPL APPLE INC18.8K shares-20.95%2025-09-302025-11-14 JMST J P MORGAN EXCHANGE TRADED F71.8K shares-10.51%2025-09-302025-11-14 JAAA JANUS DETROIT STR TR71.1K shares-13.35%2025-09-302025-11-14 MSFT MICROSOFT CORP6.9K shares1.27%2025-09-302025-11-14 CIEN CIENA CORP24.2K shares0.00%2025-09-302025-11-14 IVV ISHARES TR4.2K shares8.61%2025-09-302025-11-14 GOOGL ALPHABET INC11.0K shares-7.65%2025-09-302025-11-14 USTB VICTORY PORTFOLIOS II44.9K shares12.30%2025-09-302025-11-14 CGCB CAPITAL GRP FIXED INCM ETF T83.9K shares14.85%2025-09-302025-11-14 CGGE CAPITAL GROUP GLOBAL EQUITY71.4K shares63.82%2025-09-302025-11-14 IBDR ISHARES TR81.4K shares0.41%2025-09-302025-11-14 IBDT ISHARES TR77.1K shares0.55%2025-09-302025-11-14 IBDV ISHARES TR88.7K shares0.83%2025-09-302025-11-14 IBDX ISHARES TR76.6K shares0.95%2025-09-302025-11-14 AMZN AMAZON COM INC8.3K shares1.11%2025-09-302025-11-14 JPIE J P MORGAN EXCHANGE TRADED F38.9K shares27.68%2025-09-302025-11-14 MSTR STRATEGY INC5.4K shares0.00%2025-09-302025-11-14 CGGR CAPITAL GROUP GROWTH ETF38.5K shares-1.54%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.5.1K shares-0.60%2025-09-302025-11-14 CGDV CAPITAL GROUP DIVIDEND VALUE38.2K shares-1.02%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL3.0K shares-2.16%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC30.3K shares-2.81%2025-09-302025-11-14 IBDQ ISHARES TR49.3K shares-0.70%2025-09-302025-11-14 MA MASTERCARD INCORPORATED2.1K shares-16.38%2025-09-302025-11-14 IWP ISHARES TR8.3K shares4.27%2025-09-302025-11-14 CGUS CAPITAL GROUP CORE EQUITY ET28.8K shares-0.60%2025-09-302025-11-14 CSCO CISCO SYS INC16.4K shares-8.95%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS3.9K shares-11.26%2025-09-302025-11-14 META META PLATFORMS INC1.5K shares-24.64%2025-09-302025-11-14 AVGO BROADCOM INC3.3K shares-28.02%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW1.1K shares-8.90%2025-09-302025-11-14 LOW LOWES COS INC3.8K shares-1.71%2025-09-302025-11-14 GPIQ GOLDMAN SACHS ETF TR17.7K shares0.57%2025-09-302025-11-14 MTB M & T BK CORP4.5K shares-0.93%2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC1.8K shares-1.34%2025-09-302025-11-14 INTC INTEL CORP25.9K shares-8.05%2025-09-302025-11-14 FTEC FIDELITY COVINGTON TRUST3.9K shares1.49%2025-09-302025-11-14 MCK MCKESSON CORP1.1K shares-1.07%2025-09-302025-11-14 ABBV ABBVIE INC3.6K shares-10.43%2025-09-302025-11-14 KLAC KLA CORP725 shares-2.16%2025-09-302025-11-14 SPDW SPDR INDEX SHS FDS18.0K sharesnew addition2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC4.0K shares1.61%2025-09-302025-11-14 DTE DTE ENERGY CO5.1K shares-2.18%2025-09-302025-11-14 CVX CHEVRON CORP NEW4.5K shares-13.60%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON3.7K shares-4.73%2025-09-302025-11-14 FLMI FRANKLIN TEMPLETON ETF TR27.9K shares-6.70%2025-09-302025-11-14 SDG ISHARES TR7.4K shares0.20%2025-09-302025-11-14 DIS DISNEY WALT CO5.3K shares-9.68%2025-09-302025-11-14 AMP AMERIPRISE FINL INC1.2K shares-2.75%2025-09-302025-11-14 QUAL ISHARES TR2.9K shares-42.08%2025-09-302025-11-14 SYK STRYKER CORPORATION1.5K shares-2.83%2025-09-302025-11-14 PWR QUANTA SVCS INC1.3K shares-5.53%2025-09-302025-11-14 SMR NUSCALE PWR CORP14.9K shares0.00%2025-09-302025-11-14 NUE NUCOR CORP3.9K shares5.80%2025-09-302025-11-14 EXC EXELON CORP11.5K shares-3.00%2025-09-302025-11-14 APD AIR PRODS & CHEMS INC1.9K shares0.00%2025-09-302025-11-14 JPST J P MORGAN EXCHANGE TRADED F9.7K shares9.63%2025-09-302025-11-14 JGLO J P MORGAN EXCHANGE TRADED F7.2K shares-5.91%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO1.4K shares-3.83%2025-09-302025-11-14 NFLX NETFLIX INC381 shares-1.55%2025-09-302025-11-14 TSLA TESLA INC1.0K shares0.00%2025-09-302025-11-14 NWBI NORTHWEST BANCSHARES INC MD36.7K sharesnew addition2025-09-302025-11-14 BAC BANK AMERICA CORP8.7K shares-3.19%2025-09-302025-11-14 F FORD MTR CO36.9K shares-3.27%2025-09-302025-11-14 UNP UNION PAC CORP1.8K shares-0.38%2025-09-302025-11-14 GOOG ALPHABET INC1.8K shares-21.42%2025-09-302025-11-14 CGMU CAPITAL GRP FIXED INCM ETF T15.8K shares7.86%2025-09-302025-11-14 LLY ELI LILLY & CO558 shares-1.59%2025-09-302025-11-14 IBDU ISHARES TR17.2K shares-0.01%2025-09-302025-11-14 PDBC INVESCO ACTVELY MNGD ETC FD30.0K shares-2.52%2025-09-302025-11-14 WMT WALMART INC3.9K shares54.86%2025-09-302025-11-14 ORCL ORACLE CORP1.4K shares2.16%2025-09-302025-11-14 V VISA INC1.1K shares-9.58%2025-09-302025-11-14 VTI VANGUARD INDEX FDS1.2K shares1.68%2025-09-302025-11-14 IBDS ISHARES TR15.5K shares0.00%2025-09-302025-11-14 MRK MERCK & CO INC4.5K shares-13.87%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K sharesnew addition2025-09-302025-11-14 MET METLIFE INC4.3K shares-2.29%2025-09-302025-11-14 MAS MASCO CORP4.9K shares2.29%2025-09-302025-11-14 CZNC CITIZENS & NORTHN CORP16.9K shares0.14%2025-09-302025-11-14 PRU PRUDENTIAL FINL INC3.2K shares-11.33%2025-09-302025-11-14 NVS NOVARTIS AG2.5K sharesnew addition2025-09-302025-11-14 FI FISERV INC2.5K shares-23.67%2025-09-302025-11-14 HDV ISHARES TR2.6K shares4.78%2025-09-302025-11-14 IBDW ISHARES TR14.9K shares0.00%2025-09-302025-11-14 CGXU CAPITAL GROUP INTL FOCUS EQT10.7K shares0.05%2025-09-302025-11-14 XOM EXXON MOBIL CORP2.8K shares-27.10%2025-09-302025-11-14 OLED UNIVERSAL DISPLAY CORP2.1K shares0.23%2025-09-302025-11-14 DEM WISDOMTREE TR6.7K shares0.85%2025-09-302025-11-14 TTE TOTALENERGIES SE5.0K shares20.89%2025-09-302025-11-14 TGT TARGET CORP3.2K shares13.78%2025-09-302025-11-14 PFE PFIZER INC11.3K shares-6.80%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC1.8K sharesnew addition2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN934 shares-3.61%2025-09-302025-11-14 WAB WABTEC1.4K shares-0.73%2025-09-302025-11-14 GSIE GOLDMAN SACHS ETF TR6.5K shares0.00%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC747 shares-13.94%2025-09-302025-11-14 DE DEERE & CO559 shares-0.53%2025-09-302025-11-14 QCOM QUALCOMM INC1.5K shares0.60%2025-09-302025-11-14 BA BOEING CO1.1K shares0.62%2025-09-302025-11-14 CGBL CAPITAL GROUP CORE BALANCED6.8K shares0.00%2025-09-302025-11-14 GILD GILEAD SCIENCES INC2.1K shares-0.70%2025-09-302025-11-14 AGG ISHARES TR2.3K shares-60.84%2025-09-302025-11-14 GLW CORNING INC2.8K sharesnew addition2025-09-302025-11-14 AMGN AMGEN INC813 shares-11.15%2025-09-302025-11-14 KVUE KENVUE INC14.1K shares-8.94%2025-09-302025-11-14 PSX PHILLIPS 661.7K sharesnew addition2025-09-302025-11-14 QQQM INVESCO EXCH TRADED FD TR II900 shares0.00%2025-09-302025-11-14 CHKP CHECK POINT SOFTWARE TECH LT1.1K sharesnew addition2025-09-302025-11-14 FIDU FIDELITY COVINGTON TRUST2.7K shares-0.93%2025-09-302025-11-14 QQQ INVESCO QQQ TR357 shares-5.31%2025-09-302025-11-14 WST WEST PHARMACEUTICAL SVSC INC814 sharesnew addition2025-09-302025-11-14 IBTJ ISHARES TR9.5K shares0.00%2025-09-302025-11-14 PNR PENTAIR PLC1.9K sharesnew addition2025-09-302025-11-14 ACWI ISHARES TR1.5K sharesnew addition2025-09-302025-11-14 ASML ASML HOLDING N V210 sharesnew addition2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND823 shares15.27%2025-09-302025-11-14 ERIC TELEFONAKTIEBOLAGET LM ERICS23.4K sharesnew addition2025-09-302025-11-14 QS QUANTUMSCAPE CORP15.0K shares-0.19%2025-09-302025-11-14 NWG NATWEST GROUP PLC12.8K sharesnew addition2025-09-302025-11-14 HST HOST HOTELS & RESORTS INC10.0K shares-4.34%2025-09-302025-11-14 CODI COMPASS DIVERSIFIED11.3K shares-0.02%2025-09-302025-11-14 LYG LLOYDS BANKING GROUP PLC15.2K sharesnew addition2025-09-302025-11-14 CIG CIA ENERGETICA DE MINAS GERA24.8K shares3.94%2025-09-302025-11-14 BDN BRANDYWINE RLTY TR12.1K shares2.63%2025-09-302025-11-14 LAZR LUMINAR TECHNOLOGIES INC19.0K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available