EW
| |
Evergreen Wealth Solutions, LLC13F | |
| Evergreen Wealth Solutions, LLC | |
| Last update 2025-05-15 | 108 Stocks (16 new) |
| Value $148.00 Mil | Turnover 14 % |
Evergreen Wealth Solutions, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 391,544 | 43,101.2 | +4.27% | 29.070 | +1.19% | 0.340 | +17.90% | +8.32% | 14,117.7 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 225,427 | 11,672.6 | -10.23% | 7.870 | -1.01% | 0.050 | +14.10% | +3.21% | 25,395.8 | ||
BCI |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
| 265,230 | 5,691.8 | New Holding | 3.840 | +3.84% | 0.420 | +3.08% | +7.57% | 1,664.5 | ||
JAAA | Janus Henderson AAA CLO ETF | 109,670 | 5,561.4 | +90.13% | 3.750 | +1.78% | 0.030 | +2.02% | +2.70% | 22,855.0 | ||
NVDA | NVIDIA Corp | 48,312 | 5,236.0 | -1.63% | 3.530 | -0.08% | 0.000 | +64.59% | +25.89% | 4,122,345.8 | Semiconductors | |
AAPL | Apple Inc | 22,186 | 4,928.3 | +7.59% | 3.320 | +0.23% | 0.000 | +4.49% | -14.53% | 3,189,022.9 | Hardware | |
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 84,068 | 4,274.9 | +128.09% | 2.880 | +1.62% | 0.120 | +1.25% | +1.95% | 4,168.5 | ||
MSFT | Microsoft Corp | 7,556 | 2,836.5 | +0.51% | 1.910 | +0.01% | 0.000 | +34.84% | +20.01% | 3,745,333.2 | Software | |
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 86,491 | 2,093.9 | -11.17% | 1.410 | -0.18% | 0.060 | +1.33% | +2.70% | 3,351.7 | ||
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 82,102 | 2,073.9 | -11.05% | 1.400 | -0.18% | 0.070 | +2.10% | +4.18% | 2,881.3 |
Evergreen Wealth Solutions, LLC's Historical Top Holdings Breakdowns
Evergreen Wealth Solutions, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BCI |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
| 2025-03-31 | New Buy New Buy | +3.84% | 19.66 ($20.88) 21.64 | $21.25 | 1.75% | New holding | 265,230 | 265,230 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +1.78% | 50.48 ($50.78) 51.04 | $50.71 | -0.14% | Add 90.13% | 109,670 | 51,987 | |
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 2025-03-31 | Add Add | +1.62% | 50.72 ($50.82) 50.92 | $50.93 | 0.21% | Add 128.09% | 84,068 | 47,210 | |
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 2025-03-31 | Add Add | +1.19% | 108.02 ($115.65) 120.45 | $124.05 | 7.26% | Add 4.27% | 391,544 | 16,031 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Reduce Reduce | -1.01% | 51.45 ($55.7) 58.51 | $54.81 | -1.59% | Reduce -10.23% | 225,427 | -25,685 | |
USTB | VICTORY PTF II | 2025-03-31 | New Buy New Buy | +0.67% | 50.08 ($50.43) 50.71 | $50.66 | 0.46% | New holding | 19,697 | 19,697 | |
CGCB | Capital Group Core Bond ETF | 2025-03-31 | Add Add | +0.62% | 25.45 ($26.02) 26.41 | $26.16 | 0.52% | Add 344.19% | 45,085 | 34,935 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Sold Out Sold Out | -0.62% | 104.71 ($106.35) 107.68 | $103.39 | -2.78% | Sold Out | 0 | -8,316 | |
JPIE | JPMorgan Income ETF | 2025-03-31 | New Buy New Buy | +0.48% | 45.46 ($45.88) 46.18 | $46.20 | 0.71% | New holding | 15,478 | 15,478 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | Reduce Reduce | -0.47% | 497.6 ($541.6) 606.74 | $472.75 | -12.71% | Reduce -62.46% | 780 | -1,298 |
Evergreen Wealth Solutions, LLC Total Holding History ($B)
Evergreen Wealth Solutions, LLC's Asset Allocation
Evergreen Wealth Solutions, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Evergreen Wealth Solutions, LLC's Hypothetical Growth since 2025-03-31
Evergreen Wealth Solutions, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Evergreen Wealth Solutions, LLC's Holdings Heat Map
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Evergreen Wealth Solutions, LLC's Holdings Bubble Chart
Evergreen Wealth Solutions, LLC News
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