Evergreen Wealth Solutions, LLC Top Holdings and 13F Report (2023) About Evergreen Wealth Solutions, LLCInvestment ActivityEvergreen Wealth Solutions, LLC has $148.28 million in total holdings as of September 30, 2023.Evergreen Wealth Solutions, LLC owns shares of 108 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 14.04% of the portfolio was purchased this quarter.About 6.86% of the portfolio was sold this quarter.This quarter, Evergreen Wealth Solutions, LLC has purchased 102 new stocks and bought additional shares in 33 stocks.Evergreen Wealth Solutions, LLC sold shares of 52 stocks and completely divested from 10 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $43,101,214JPMorgan Nasdaq Equity Premium Income ETF $11,672,592abrdn Bloomberg All Commodity Strategy K-1 Free ETF $5,691,836Janus Henderson AAA CLO ETF $5,561,363NVIDIA $5,236,005 Largest New Holdings this Quarter 003261104 - abrdn Bloomberg All Commodity Strategy K-1 Free ETF $5,691,836 Holding92647N535 - VictoryShares Short-Term Bond ETF $997,650 Holding46641Q159 - JPMorgan Income ETF $713,087 Holding14019W109 - Capital Group International Focus Equity ETF $500,616 Holding46090E103 - Invesco QQQ $390,141 Holding Largest Purchases this Quarter abrdn Bloomberg All Commodity Strategy K-1 Free ETF 265,230 shares (about $5.69M)Janus Henderson AAA CLO ETF 51,987 shares (about $2.64M)JPMorgan Ultra-Short Municipal ETF 47,210 shares (about $2.40M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 16,031 shares (about $1.76M)VictoryShares Short-Term Bond ETF 19,697 shares (about $997.65K) Largest Sales this Quarter JPMorgan Nasdaq Equity Premium Income ETF 25,685 shares (about $1.33M)Thermo Fisher Scientific 1,298 shares (about $646.04K)iShares Core U.S. Aggregate Bond ETF 4,464 shares (about $441.56K)Verizon Communications 7,061 shares (about $320.28K)iShares iBonds Dec 2026 Term Corporate ETF 10,874 shares (about $263.26K) 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$43,101,214$1,764,695 ▲4.3%391,54429.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$11,672,592$1,329,967 ▼-10.2%225,4277.9%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$5,691,836$5,691,836 ▲New Holding265,2303.8%ETFJAAAJanus Henderson AAA CLO ETF$5,561,363$2,636,259 ▲90.1%109,6703.8%ETFNVDANVIDIA$5,236,005$86,812 ▼-1.6%48,3123.5%Computer and TechnologyAAPLApple$4,928,283$347,641 ▲7.6%22,1863.3%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$4,274,845$2,400,621 ▲128.1%84,0682.9%ETFMSFTMicrosoft$2,836,528$14,265 ▲0.5%7,5561.9%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,093,948$263,260 ▼-11.2%86,4911.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$2,073,902$257,602 ▼-11.0%82,1021.4%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$2,055,678$154,213 ▼-7.0%82,2601.4%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$2,025,845$240,875 ▼-10.6%93,2711.4%ETFGOOGLAlphabet$1,819,340$220,826 ▼-10.8%11,7651.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,725,027$51,128 ▼-2.9%3,2391.2%FinanceCGDVCapital Group Dividend Value ETF$1,723,023$394,287 ▲29.7%48,3451.2%ETFAMZNAmazon.com$1,611,122$72,109 ▲4.7%8,4681.1%Retail/WholesaleMSTRStrategy$1,569,054$12,396 ▲0.8%5,4431.1%Computer and TechnologyVZVerizon Communications$1,519,546$320,284 ▼-17.4%33,5001.0%Computer and TechnologyCIENCiena$1,461,7410.0%24,1891.0%Computer and TechnologyCGGRCapital Group Growth ETF$1,434,655$108,366 ▲8.2%41,8881.0%ETFJPMJPMorgan Chase & Co.$1,344,246$183,730 ▼-12.0%5,4800.9%FinanceMAMastercard$1,215,192$252,137 ▼-17.2%2,2170.8%Business ServicesIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,206,968$47,206 ▲4.1%47,9910.8%ETFIBMInternational Business Machines$1,187,355$142,980 ▼-10.7%4,7750.8%Computer and TechnologyCAPITAL GRP FIXED INCM ETF T$1,184,828$918,087 ▲344.2%45,0850.8%CORE BOND ETFCOSTCostco Wholesale$1,119,546$39,714 ▼-3.4%1,1840.8%Retail/WholesaleCSCOCisco Systems$1,081,032$168,468 ▼-13.5%17,5180.7%Computer and TechnologyROPRoper Technologies$1,079,476$147,389 ▼-12.0%1,8310.7%Computer and TechnologyUSTBVictoryShares Short-Term Bond ETF$997,650$997,650 ▲New Holding19,6970.7%ETFCVXChevron$961,464$145,550 ▼-13.1%5,7470.6%EnergyLOWLowe's Companies$922,506$133,653 ▼-12.7%3,9550.6%Retail/WholesaleMCKMcKesson$835,140$119,786 ▼-12.5%1,2410.6%MedicalMETAMeta Platforms$821,367$174,072 ▼-17.5%1,4250.6%Computer and TechnologyMTBM&T Bank$814,669$25,916 ▼-3.1%4,5580.5%FinanceDTEDTE Energy$791,688$114,619 ▼-12.6%5,7260.5%UtilitiesQUALiShares MSCI USA Quality Factor ETF$778,743$6,836 ▲0.9%4,5570.5%ETFABBVAbbVie$760,814$48,612 ▼-6.0%3,6310.5%MedicalJPIEJPMorgan Income ETF$713,087$713,087 ▲New Holding15,4780.5%ETFINTCIntel$674,790$46,011 ▲7.3%29,7130.5%Computer and TechnologyJNJJohnson & Johnson$656,637$17,249 ▲2.7%3,9590.4%MedicalAGGiShares Core U.S. Aggregate Bond ETF$630,891$441,564 ▼-41.2%6,3780.4%FinanceDISWalt Disney$621,523$72,546 ▼-10.5%6,2970.4%Consumer DiscretionarySYKStryker$593,296$22,332 ▼-3.6%1,5940.4%MedicalFIFiserv$588,070$180,639 ▼-23.5%2,6630.4%Business ServicesMASMasco$586,473$29,970 ▲5.4%8,4340.4%ConstructionEXCExelon$567,572$185,842 ▲48.7%12,3170.4%UtilitiesAMPAmeriprise Financial$559,075$43,080 ▼-7.2%1,1550.4%FinanceKLACKLA$556,626$168,551 ▼-23.2%8190.4%Computer and TechnologyAPDAir Products and Chemicals$552,3850.0%1,8730.4%Basic MaterialsSDGiShares MSCI Global Sustainable Development Goals ETF$539,306$2,896 ▲0.5%7,4500.4%ManufacturingCGXUCapital Group International Focus Equity ETF$500,616$500,616 ▲New Holding20,4500.3%ETFPWODPenns Woods Bancorp$483,267$474 ▲0.1%17,3150.3%FinanceLLYEli Lilly and Company$470,805$33,039 ▲7.5%5700.3%MedicalMRKMerck & Co., Inc.$470,710$20,286 ▼-4.1%5,2440.3%MedicalVVisa$452,722$14,717 ▲3.4%1,2920.3%Business ServicesXOMExxon Mobil$451,383$8,326 ▼-1.8%3,7950.3%EnergyTGTTarget$447,587$125,646 ▼-21.9%4,2890.3%Retail/WholesaleUNPUnion Pacific$444,371$27,404 ▼-5.8%1,8810.3%TransportationMETMetLife$442,233$20,313 ▼-4.4%5,5080.3%FinanceAXPAmerican Express$438,928$32,294 ▼-6.9%1,6310.3%FinancePRUPrudential Financial$438,573$70,918 ▼-13.9%3,9270.3%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$434,226$120,900 ▲38.6%17,9580.3%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$429,8620.0%18,5850.3%ETFNFLXNetflix$424,301$93,253 ▼-18.0%4550.3%Consumer DiscretionaryNUENucor$423,563$64,136 ▲17.8%3,5200.3%Basic MaterialsAVGOBroadcom$411,776$135,138 ▼-24.7%2,4590.3%Computer and TechnologyFFord Motor$404,559$2,086 ▼-0.5%40,3350.3%Auto/Tires/TrucksKVUEKenvue$402,119$10,359 ▲2.6%16,7690.3%Consumer StaplesQQQInvesco QQQ$390,141$390,141 ▲New Holding8320.3%FinanceJPSTJPMorgan Ultra-Short Income ETF$389,851$77,666 ▲24.9%7,7000.3%ETFTMOThermo Fisher Scientific$388,223$646,043 ▼-62.5%7800.3%MedicalUNHUnitedHealth Group$380,953$138,338 ▼-26.6%7270.3%MedicalBACBank of America$374,764$70,020 ▼-15.7%8,9810.3%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$372,9880.0%17,9750.3%ETFIVViShares Core S&P 500 ETF$369,840$87,682 ▲31.1%6580.2%ETFPWRQuanta Services$363,734$50,074 ▼-12.1%1,4310.2%ConstructionFTECFidelity MSCI Information Technology Index ETF$361,567$153,529 ▲73.8%2,2420.2%ETFVTIVanguard Total Stock Market ETF$343,212$15,388 ▼-4.3%1,2490.2%ETFCZNCCitizens & Northern$338,986$443 ▲0.1%16,8480.2%FinancePFEPfizer$338,188$17,637 ▲5.5%13,3460.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$336,7480.0%2,7600.2%ETFCGMUCapital Group Municipal Income ETF$313,258$313,258 ▲New Holding11,6800.2%ETFDEMWisdomTree Emerging Markets High Dividend Fund$303,702$6,144 ▼-2.0%7,2170.2%FinanceOLEDUniversal Display$297,377$837 ▲0.3%2,1320.2%Computer and TechnologyFLMIFranklin Dynamic Municipal Bond ETF$296,946$296,946 ▲New Holding12,1500.2%ETFADPAutomatic Data Processing$291,829$4,278 ▲1.5%9550.2%Business ServicesPSXPhillips 66$291,682$291,682 ▲New Holding2,3620.2%EnergyPALANTIR TECHNOLOGIES INC$290,505$290,505 ▲New Holding3,4420.2%CL AHDViShares Core High Dividend ETF$287,318$34,401 ▲13.6%2,3720.2%ETFJ P MORGAN EXCHANGE TRADED F$284,091$284,091 ▲New Holding4,8200.2%GLOBAL SEL EQUITTSLATesla$270,304$52,869 ▲24.3%1,0430.2%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$267,207$267,207 ▲New Holding7400.2%ETFDEDeere & Company$263,775$10,326 ▼-3.8%5620.2%IndustrialsWMTWalmart$254,559$24,841 ▼-8.9%2,9000.2%Retail/WholesaleACNAccenture$239,228$63,004 ▼-20.8%7670.2%Computer and TechnologyIBDYiShares iBonds Dec 2033 Term Corporate ETF$237,057$237,057 ▲New Holding9,2750.2%ETFGILDGilead Sciences$234,072$234,072 ▲New Holding2,0890.2%MedicalEVMTInvesco Electric Vehicle Metals Commodity Strategy No K-1 ETF$215,323$171,881 ▼-44.4%13,6800.1%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$213,900$213,900 ▲New Holding6,0000.1%ETFSMRNuScale Power$211,5220.0%14,9380.1%Computer and TechnologyShowing 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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