Evergreen Wealth Solutions, LLC
- SEC CIK
- 0001904432
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 102
- +8 vs. Q4 2022
- Portfolio value
- $86.4M
- +$10.7M (+14.1%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 28,571 | $4.71M | 5.4% | +141+0.5% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 40,936 | $5.08M | 5.9% | −4,149−9.2% | Reduced | – |
Sold out since Q4 2022 (6)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 6,421 | $322.0K | 0.4% | – |
| CVSCVS Health Corp | Stock | 2,535 | $236.0K | 0.3% | History |
| CFCF Industries Holdings, Inc. | COM | 2,753 | $235.0K | 0.3% | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,878 | $235.0K | 0.3% | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 7,312 | $227.0K | 0.3% | – |
| TSNTyson Foods, Inc. | Stock | 3,330 | $207.0K | 0.3% | History |