Evergreen Wealth Solutions, LLC
- SEC CIK
- 0001904432
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 7, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 112
- +7 vs. Q3 2023
- Portfolio value
- $117.0M
- +$17.9M (+18.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 36,447 | $1.83M | 1.6% | −1,957−5.1% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,971 | $1.84M | 1.6% | −175−1.0% | Reduced | – |
| MAMastercard Inc | Stock | 4,413 | $1.88M | 1.6% | −243−5.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 4,145 | $2.05M | 1.8% | +5+0.1% | Added | History |
| VZVerizon Communications Inc | Stock | 57,018 | $2.15M | 1.8% | +1,116+2.0% | Added | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 44,420 | $2.25M | 1.9% | +24,219+119.9% | Added | – |
| GOOGLAlphabet Inc. | Stock | 21,195 | $2.96M | 2.5% | −1,494−6.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 8,953 | $3.37M | 2.9% | −497−5.3% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 49,248 | $4.89M | 4.2% | +5,290+12.0% | Added | – |
| AAPLApple Inc. | Stock | 27,286 | $5.25M | 4.5% | +1,496+5.8% | Added | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 223,253 | $11.1M | 9.5% | +12,751+6.1% | Added | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 172,329 | $16.2M | 13.8% | +62,654+57.1% | Added | – |
Sold out since Q3 2023 (3)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 4,700 | $242.1K | 0.2% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,442 | $230.0K | 0.2% | – |
| SFMSprouts Farmers Market, Inc. | COM | 4,830 | $206.7K | 0.2% | History |