Evergreen Wealth Solutions, LLC
- SEC CIK
- 0001904432
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 103
- +1 vs. Q1 2023
- Portfolio value
- $99.1M
- +$12.7M (+14.7%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 27,065 | $5.25M | 5.3% | −1,506−5.3% | Reduced | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 65,950 | $5.76M | 5.8% | +12,198+22.7% | Added | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 205,013 | $9.92M | 10.0% | +205,013 | New | – |
Sold out since Q1 2023 (8)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 34,189 | $823.0K | 1.0% | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,300 | $589.0K | 0.7% | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 6,836 | $329.0K | 0.4% | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,835 | $256.0K | 0.3% | – |
| NVONovo Nordisk A S | ADR | 1,380 | $220.0K | 0.3% | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 6,010 | $208.0K | 0.2% | History |
| MIXTMiX Telematics Ltd | SPONSORED ADR | 10,310 | $80.0K | 0.1% | History |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 10,510 | $61.0K | 0.1% | History |