Evergreen Wealth Solutions, LLC
- SEC CIK
- 0001904432
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 19, 2022. Long positions only.
- Positions
- 94
- No filing for Q3 2021
- Portfolio value
- $110.3M
- No filing for Q3 2021
Evergreen Wealth Solutions, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 140,712 | $20.5M | 18.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 55,662 | $6.35M | 5.8% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 129,314 | $5.09M | 4.6% | – | – | – |
| AAPLApple Inc. | Stock | 27,592 | $4.90M | 4.4% | – | – | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 41,650 | $3.96M | 3.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 9,936 | $3.34M | 3.0% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 863 | $2.50M | 2.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 7,923 | $2.05M | 1.9% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,979 | $1.97M | 1.8% | – | – | – |
| MAMastercard Inc | Stock | 5,133 | $1.84M | 1.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 550 | $1.83M | 1.7% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,036 | $1.80M | 1.6% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 28,342 | $1.80M | 1.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 11,140 | $1.76M | 1.6% | – | – | History |
| DISWalt Disney Co | Stock | 10,980 | $1.70M | 1.5% | – | – | History |
| PFEPfizer Inc | Stock | 26,152 | $1.54M | 1.4% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,276 | $1.52M | 1.4% | – | – | History |
| ACNAccenture plc | Stock | 3,547 | $1.47M | 1.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 4,772 | $1.40M | 1.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 26,844 | $1.40M | 1.3% | – | – | History |
| INTCIntel Corp | Stock | 26,897 | $1.39M | 1.3% | – | – | History |
| PRUPrudential Financial Inc | Stock | 12,647 | $1.37M | 1.2% | – | – | History |
| TGTTarget Corp | Stock | 5,584 | $1.29M | 1.2% | – | – | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 49,244 | $1.26M | 1.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 16,740 | $1.22M | 1.1% | – | – | – |
| DTEDte Energy Co | COM | 10,096 | $1.21M | 1.1% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 4,689 | $1.18M | 1.1% | – | – | History |
| ROPRoper Technologies Inc | Stock | 2,377 | $1.17M | 1.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 6,713 | $1.15M | 1.0% | – | – | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 10,001 | $1.12M | 1.0% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,201 | $1.10M | 1.0% | – | – | History |
| CVXChevron Corp | Stock | 8,728 | $1.02M | 0.9% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 5,039 | $950.0K | 0.9% | – | – | History |
| ECLEcolab Inc. | Stock | 4,040 | $948.0K | 0.9% | – | – | History |
| HPQHP Inc | Stock | 24,430 | $920.0K | 0.8% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 6,847 | $915.0K | 0.8% | – | – | History |
| KLACKLA Corp | COM NEW | 2,015 | $867.0K | 0.8% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 15,638 | $764.0K | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,209 | $743.0K | 0.7% | – | – | History |
| BIIBBiogen Inc. | COM | 2,992 | $718.0K | 0.7% | – | – | History |
| FISVFiserv Inc | Stock | 6,720 | $697.0K | 0.6% | – | – | History |
| LKQLKQ Corp | COM | 11,502 | $690.0K | 0.6% | – | – | History |
| DRIDarden Restaurants Inc | COM | 4,504 | $678.0K | 0.6% | – | – | History |
| WMTWalmart Inc. | Stock | 4,528 | $655.0K | 0.6% | – | – | History |
| APTVAptiv PLC | SHS | 3,840 | $633.0K | 0.6% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 5,828 | $623.0K | 0.6% | – | – | – |
| MCKMcKesson Corp | Stock | 2,215 | $551.0K | 0.5% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,973 | $513.0K | 0.5% | – | – | – |
| HSTHost Hotels & Resorts, Inc. | COM | 29,421 | $512.0K | 0.5% | – | – | History |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 5,391 | $489.0K | 0.4% | – | – | – |
| WSTWest Pharmaceutical Services Inc | COM | 1,041 | $488.0K | 0.4% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 9,314 | $486.0K | 0.4% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 1,596 | $481.0K | 0.4% | – | – | History |
| CVSCVS Health Corp | Stock | 4,447 | $459.0K | 0.4% | – | – | History |
| TSNTyson Foods, Inc. | Stock | 5,222 | $455.0K | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 5,828 | $447.0K | 0.4% | – | – | History |
| DHRDanaher Corp | Stock | 1,353 | $445.0K | 0.4% | – | – | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 7,715 | $426.0K | 0.4% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 6,804 | $396.0K | 0.4% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 5,823 | $389.0K | 0.4% | – | – | History |
| CFCF Industries Holdings, Inc. | COM | 5,493 | $389.0K | 0.4% | – | – | History |
| TSLATesla, Inc. | Stock | 355 | $375.0K | 0.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 788 | $374.0K | 0.3% | – | – | History |
| PWRQuanta Services, Inc. | COM | 3,254 | $373.0K | 0.3% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 935 | $372.0K | 0.3% | – | – | – |
| SYKStryker Corp | Stock | 1,374 | $367.0K | 0.3% | – | – | History |
| BACBank of America Corp | Stock | 7,963 | $354.0K | 0.3% | – | – | History |
| iShares Tr46435G672 | CORE INTL AGGR | 6,500 | $354.0K | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,380 | $348.0K | 0.3% | – | – | History |
| PWODPenns Woods Bancorp Inc | COM | 14,519 | $343.0K | 0.3% | – | – | History |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 8,734 | $340.0K | 0.3% | – | – | – |
| VVisa Inc. | Stock | 1,553 | $337.0K | 0.3% | – | – | History |
| OLEDUniversal Display Corp | COM | 2,000 | $330.0K | 0.3% | – | – | History |
| CODICompass Diversified Holdings | SH BEN INT | 10,659 | $326.0K | 0.3% | – | – | History |
| ALLAllstate Corp | Stock | 2,659 | $313.0K | 0.3% | – | – | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 7,023 | $304.0K | 0.3% | – | – | – |
| CZNCCitizens & Northern Corp | COM | 11,391 | $298.0K | 0.3% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 1,889 | $296.0K | 0.3% | – | – | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,689 | $293.0K | 0.3% | – | – | – |
| CMICummins Inc | Stock | 1,335 | $291.0K | 0.3% | – | – | History |
| iShares Tr46435U440 | USD GRN BOND ETF | 5,130 | $278.0K | 0.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 763 | $277.0K | 0.3% | – | – | History |
| UNMUnum Group | Stock | 11,242 | $276.0K | 0.3% | – | – | History |
| COFCapital One Financial Corp | Stock | 1,640 | $238.0K | 0.2% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 979 | $236.0K | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,372 | $224.0K | 0.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 467 | $223.0K | 0.2% | – | – | – |
| ALKAlaska Air Group, Inc. | COM | 4,148 | $216.0K | 0.2% | – | – | History |
| COPConocoPhillips | Stock | 2,930 | $211.0K | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,804 | $207.0K | 0.2% | – | – | – |
| NVONovo Nordisk A S | ADR | 1,802 | $202.0K | 0.2% | – | – | History |
| VLOValero Energy Corp | Stock | 2,677 | $201.0K | 0.2% | – | – | History |
| CIGEnergy Co of Minas Gerais | SP ADR N-V PFD | 36,635 | $89.0K | 0.1% | – | – | History |
| NOKNokia Corp | SPONSORED ADR | 13,240 | $82.0K | 0.1% | – | – | History |