Evergreen Wealth Solutions, LLC Top Holdings and 13F Report (2023) About Evergreen Wealth Solutions, LLCInvestment ActivityEvergreen Wealth Solutions, LLC has $143.47 million in total holdings as of September 30, 2023.Evergreen Wealth Solutions, LLC owns shares of 102 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 10.15% of the portfolio was purchased this quarter.About 14.65% of the portfolio was sold this quarter.This quarter, Evergreen Wealth Solutions, LLC has purchased 110 new stocks and bought additional shares in 58 stocks.Evergreen Wealth Solutions, LLC sold shares of 30 stocks and completely divested from 18 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $43,251,552JPMorgan Nasdaq Equity Premium Income ETF $14,157,673NVIDIA $6,595,354Apple $5,163,972Microsoft $3,168,941 Largest New Holdings this Quarter Broadcom $757,227 HoldingEli Lilly and Company $409,176 HoldingiShares Core S&P Total U.S. Stock Market ETF $354,991 HoldingExelon $311,817 HoldingAlphabet $285,850 Holding Largest Purchases this Quarter iShares iBonds Dec 2032 Term Corporate ETF 77,597 shares (about $1.91M)Janus Henderson AAA CLO ETF 33,780 shares (about $1.71M)JPMorgan Ultra-Short Municipal ETF 19,257 shares (about $976.53K)Broadcom 3,266 shares (about $757.23K)Capital Group Growth ETF 19,006 shares (about $706.45K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 108,403 shares (about $10.50M)iShares National Muni Bond ETF 4,062 shares (about $432.81K)Walmart 3,949 shares (about $356.84K)iShares iBonds Dec 2028 Term Muni Bond ETF 7,917 shares (about $199.34K)Ameriprise Financial 294 shares (about $156.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Wealth Solutions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$43,251,552$697,990 ▲1.6%375,51330.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$14,157,673$199,359 ▲1.4%251,1129.9%ETFNVDANVIDIA$6,595,354$525,340 ▲8.7%49,1134.6%Computer and TechnologyAAPLApple$5,163,972$2,755 ▲0.1%20,6213.6%Computer and TechnologyMSFTMicrosoft$3,168,941$187,152 ▲6.3%7,5182.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$2,925,116$1,712,990 ▲141.3%57,6832.0%ETFGOOGLAlphabet$2,497,381$1,514 ▲0.1%13,1931.7%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,343,582$96,834 ▲4.3%97,3651.6%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$2,298,258$95,167 ▲4.3%92,3001.6%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$2,229,152$84,329 ▲3.9%104,3611.6%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$2,173,623$1,907,325 ▲716.2%88,4311.5%ETFCIENCiena$2,051,4690.0%24,1891.4%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$1,869,088$976,532 ▲109.4%36,8581.3%ETFAMZNAmazon.com$1,774,646$132,950 ▲8.1%8,0891.2%Retail/WholesaleVZVerizon Communications$1,622,027$14,476 ▲0.9%40,5611.1%Computer and TechnologyMSTRMicroStrategy$1,563,9480.0%5,4001.1%Computer and TechnologyBRK.BBerkshire Hathaway$1,511,689$399,793 ▲36.0%3,3351.1%FinanceJPMJPMorgan Chase & Co.$1,493,228$64,485 ▲4.5%6,2291.0%FinanceCGGRCapital Group Growth ETF$1,439,361$706,448 ▲96.4%38,7241.0%ETFMAMastercard$1,409,444$88,452 ▲6.7%2,6771.0%Business ServicesCGDVCapital Group Dividend Value ETF$1,314,570$703,370 ▲115.1%37,2820.9%ETFCSCOCisco Systems$1,198,682$115,085 ▲10.6%20,2480.8%Computer and TechnologyIBMInternational Business Machines$1,176,152$12,531 ▼-1.1%5,3500.8%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,155,160$639,404 ▲124.0%46,1140.8%ETFCOSTCostco Wholesale$1,122,992$130,985 ▲13.2%1,2260.8%Retail/WholesaleLOWLowe's Companies$1,117,599$35,295 ▼-3.1%4,5280.8%Retail/WholesaleROPRoper Technologies$1,081,611$2,079 ▲0.2%2,0810.8%Computer and TechnologyTMOThermo Fisher Scientific$1,081,124$62,433 ▲6.1%2,0780.8%MedicalAGGiShares Core U.S. Aggregate Bond ETF$1,050,600$10,504,353 ▼-90.9%10,8420.7%FinanceMETAMeta Platforms$1,011,322$195,589 ▲24.0%1,7270.7%Computer and TechnologyCVXChevron$958,430$209,299 ▲27.9%6,6170.7%Oils/EnergyMUBiShares National Muni Bond ETF$886,079$432,811 ▼-32.8%8,3160.6%ETFMTBM&T Bank$884,134$69,182 ▼-7.3%4,7030.6%FinanceMCKMcKesson$808,424$2,849 ▲0.4%1,4190.6%MedicalQUALiShares MSCI USA Quality Factor ETF$804,326$37,572 ▲4.9%4,5170.6%ETFDTEDTE Energy$791,467$107,582 ▼-12.0%6,5550.6%UtilitiesDISWalt Disney$783,015$38,861 ▲5.2%7,0320.5%Consumer DiscretionaryAVGOBroadcom$757,227$757,227 ▲New Holding3,2660.5%Computer and TechnologyTGTTarget$742,512$59,747 ▲8.8%5,4930.5%Retail/WholesaleFIFiserv$715,067$21,364 ▼-2.9%3,4810.5%Business ServicesABBVAbbVie$686,518$12,973 ▲1.9%3,8630.5%MedicalKLACKLA$672,157$24,568 ▲3.8%1,0670.5%Computer and TechnologyAMPAmeriprise Financial$662,184$156,497 ▼-19.1%1,2440.5%FinanceSYKStryker$595,562$60,132 ▼-9.2%1,6540.4%MedicalMASMasco$580,781$39,188 ▲7.2%8,0030.4%ConstructionJNJJohnson & Johnson$557,449$20,245 ▼-3.5%3,8550.4%MedicalINTCIntel$555,124$154,425 ▲38.5%27,6870.4%Computer and TechnologyMRKMerck & Co., Inc.$544,131$21,089 ▲4.0%5,4700.4%MedicalAPDAir Products and Chemicals$543,245$2,610 ▲0.5%1,8730.4%Basic MaterialsPRUPrudential Financial$540,724$34,966 ▲6.9%4,5620.4%FinanceSDGiShares MSCI Global Sustainable Development Goals ETF$530,260$50,808 ▼-8.7%7,4100.4%ManufacturingPWODPenns Woods Bancorp$525,692$84,911 ▲19.3%17,2980.4%FinanceAXPAmerican Express$519,760$81,630 ▲18.6%1,7510.4%FinancePWRQuanta Services$514,584$40,459 ▼-7.3%1,6280.4%ConstructionUNHUnitedHealth Group$501,289$38,444 ▲8.3%9910.3%MedicalNFLXNetflix$494,683$111,415 ▼-18.4%5550.3%Consumer DiscretionaryMETMetLife$471,740$97,689 ▲26.1%5,7610.3%FinanceBACBank of America$468,464$11,559 ▼-2.4%10,6590.3%FinanceUNPUnion Pacific$455,502$22,125 ▲5.1%1,9970.3%TransportationIBDUiShares iBonds Dec 2029 Term Corporate ETF$423,729$125,694 ▲42.2%18,5850.3%ETFXOMExxon Mobil$415,798$1,076 ▼-0.3%3,8650.3%Oils/EnergyLLYEli Lilly and Company$409,176$409,176 ▲New Holding5300.3%MedicalFFord Motor$401,380$13,118 ▲3.4%40,5430.3%Auto/Tires/TrucksVVisa$395,086$11,062 ▼-2.7%1,2500.3%Business ServicesVTIVanguard Total Stock Market ETF$378,136$39,697 ▲11.7%1,3050.3%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$365,798$139,604 ▲61.7%17,9750.3%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$364,961$143,235 ▼-28.2%14,3350.3%ETFEVMTInvesco Electric Vehicle Metals Commodity Strategy No K-1 ETF$359,160$20,440 ▼-5.4%24,6000.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$354,991$354,991 ▲New Holding2,7600.2%ETFKVUEKenvue$348,800$8,796 ▼-2.5%16,3370.2%Consumer StaplesNUENucor$348,555$29,523 ▼-7.8%2,9870.2%Basic MaterialsACNAccenture$340,769$114,645 ▼-25.2%9690.2%Computer and TechnologyTSLATesla$338,822$4,846 ▲1.5%8390.2%Auto/Tires/TrucksPFEPfizer$335,600$89,378 ▼-21.0%12,6500.2%MedicalCZNCCitizens & Northern$312,965$428 ▲0.1%16,8260.2%FinanceEXCExelon$311,817$311,817 ▲New Holding8,2840.2%UtilitiesOLEDUniversal Display$310,796$877 ▲0.3%2,1260.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$310,581$53,694 ▲20.9%6,1660.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$310,475$35,126 ▲12.8%12,9580.2%ETFDEMWisdomTree Emerging Markets High Dividend Fund$298,121$3,158 ▲1.1%7,3630.2%FinanceIVViShares Core S&P 500 ETF$295,543$56,518 ▲23.6%5020.2%ETFWMTWalmart$287,623$356,840 ▼-55.4%3,1830.2%Retail/WholesaleGOOGAlphabet$285,850$285,850 ▲New Holding1,5010.2%Computer and TechnologyFENYFidelity MSCI Energy Index ETF$276,902$89,043 ▼-24.3%11,6150.2%ETFADPAutomatic Data Processing$275,459$275,459 ▲New Holding9410.2%Business ServicesSMRNuScale Power$267,838$6,813 ▲2.6%14,9380.2%Computer and TechnologyIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$262,137$199,341 ▼-43.2%10,4110.2%ETFCAPITAL GRP FIXED INCM ETF T$261,769$261,769 ▲New Holding10,1500.2%CORE BOND ETFWSTWest Pharmaceutical Services$260,4100.0%7950.2%MedicalCODICompass Diversified$254,213$2,539 ▲1.0%11,0140.2%FinanceDEDeere & Company$247,441$247,441 ▲New Holding5840.2%Industrial ProductsFTECFidelity MSCI Information Technology Index ETF$238,495$238,495 ▲New Holding1,2900.2%ETFHDViShares Core High Dividend ETF$234,444$43,565 ▼-15.7%2,0880.2%ETFCFCF Industries$231,473$65,867 ▼-22.2%2,7130.2%Basic MaterialsHSTHost Hotels & Resorts$226,564$11,405 ▲5.3%12,9320.2%FinanceGNRCGenerac$224,357$35,351 ▼-13.6%1,4470.2%Industrial ProductsSUBiShares Short-Term National Muni Bond ETF$205,791$205,791 ▲New Holding1,9510.1%ETFPTONPeloton Interactive$88,697$22,098 ▼-19.9%10,1950.1%Consumer DiscretionaryBDNBrandywine Realty Trust$69,748$6,244 ▲9.8%12,4550.0%FinanceQSQuantumScape$64,595$8,823 ▲15.8%12,4460.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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