Evergreen Wealth Solutions, LLC
- SEC CIK
- 0001904432
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 108
- +6 vs. Q4 2024
- Portfolio value
- $148.3M
- +$4.81M (+3.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 7,556 | $2.84M | 1.9% | +38+0.5% | Added | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 84,068 | $4.27M | 2.9% | +47,210+128.1% | Added | – |
| AAPLApple Inc. | Stock | 22,186 | $4.93M | 3.3% | +1,565+7.6% | Added | History |
| NVDANVIDIA Corp | Stock | 48,312 | $5.24M | 3.5% | −801−1.6% | Reduced | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 109,670 | $5.56M | 3.8% | +51,987+90.1% | Added | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 265,230 | $5.69M | 3.8% | +265,230 | New | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 225,427 | $11.7M | 7.9% | −25,685−10.2% | Reduced | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 391,544 | $43.1M | 29.1% | +16,031+4.3% | Added | – |
Sold out since Q4 2024 (10)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 8,316 | $886.1K | 0.6% | – |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 14,335 | $365.0K | 0.3% | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 11,615 | $276.9K | 0.2% | – |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 10,411 | $262.1K | 0.2% | – |
| WSTWest Pharmaceutical Services Inc | COM | 795 | $260.4K | 0.2% | History |
| CFCF Industries Holdings, Inc. | COM | 2,713 | $231.5K | 0.2% | History |
| GNRCGenerac Holdings Inc. | Stock | 1,447 | $224.4K | 0.2% | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,951 | $205.8K | 0.1% | – |
| PTONPeloton Interactive, Inc. | CL A COM | 10,195 | $88.7K | 0.1% | History |
| GANGAN Ltd | ORD SHS | 15,533 | $28.3K | <0.1% | History |