Latest Evergreen Wealth Solutions, LLC Stock Portfolio
Evergreen Wealth Solutions, LLC Performance:
2025 Q3: 6.76%YTD: 10.71%2024: 16.23%
Performance for 2025 Q3 is 6.76%, and YTD is 10.71%, and 2024 is 16.23%.
About Evergreen Wealth Solutions, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Evergreen Wealth Solutions, LLC reported an equity portfolio of $177.4 Millions as of 30 Sep, 2025.
The top stock holdings of Evergreen Wealth Solutions, LLC are GBIL, , NVDA. The fund has invested 27.3% of it's portfolio in GOLDMAN SACHS ETF TR and 7.2% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off PENNS WOODS BANCORP INC (PWOD) and HOME DEPOT INC (HD) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (IBCE) and BROADCOM INC (AVGO). Evergreen Wealth Solutions, LLC opened new stock positions in SPDR INDEX SHS FDS (CWI), NORTHWEST BANCSHARES INC MD (NWBI) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GROUP GLOBAL EQUITY, WALMART INC (WMT) and J P MORGAN EXCHANGE TRADED F (BBAX).
The top stock holdings of Evergreen Wealth Solutions, LLC are GBIL, , NVDA. The fund has invested 27.3% of it's portfolio in GOLDMAN SACHS ETF TR and 7.2% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off PENNS WOODS BANCORP INC (PWOD) and HOME DEPOT INC (HD) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (IBCE) and BROADCOM INC (AVGO). Evergreen Wealth Solutions, LLC opened new stock positions in SPDR INDEX SHS FDS (CWI), NORTHWEST BANCSHARES INC MD (NWBI) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GROUP GLOBAL EQUITY, WALMART INC (WMT) and J P MORGAN EXCHANGE TRADED F (BBAX).
Evergreen Wealth Solutions, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Evergreen Wealth Solutions, LLC made a return of 6.76% in the last quarter. In trailing 12 months, it's portfolio return was 12.86%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr index shs fds | 772,317 |
| northwest bancshares inc md | 454,883 |
| taiwan semiconductor mfg ltd | 365,979 |
| novartis ag | 324,191 |
| philip morris intl inc | 284,661 |
| corning inc | 229,688 |
| phillips 66 | 225,521 |
| check point software tech lt | 220,980 |
New stocks bought by Evergreen Wealth Solutions, LLC
Additions
| Ticker | % Inc. |
|---|---|
| capital group global equity | 63.82 |
| walmart inc | 54.86 |
| j p morgan exchange traded f | 27.68 |
| totalenergies se | 20.89 |
| accenture plc ireland | 15.27 |
| capital grp fixed incm etf t | 14.85 |
| target corp | 13.78 |
| victory portfolios ii | 12.3 |
Additions to existing portfolio by Evergreen Wealth Solutions, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -60.84 |
| ishares tr | -42.08 |
| broadcom inc | -28.02 |
| exxon mobil corp | -27.1 |
| meta platforms inc | -24.64 |
| fiserv inc | -23.67 |
| alphabet inc | -21.42 |
| apple inc | -20.95 |
Evergreen Wealth Solutions, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| penns woods bancorp inc | -465,479 |
| home depot inc | -225,219 |
Evergreen Wealth Solutions, LLC got rid off the above stocks
Sector Distribution
Evergreen Wealth Solutions, LLC has about 63.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 63.9 |
| Technology | 17.8 |
| Financial Services | 4.1 |
| Communication Services | 3.8 |
| Healthcare | 2.9 |
| Consumer Cyclical | 2.2 |
| Industrials | 1.8 |
| Consumer Defensive | 1.1 |
Market Cap. Distribution
Evergreen Wealth Solutions, LLC has about 32.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 63.9 |
| MEGA-CAP | 20.1 |
| LARGE-CAP | 12.6 |
| MID-CAP | 2.3 |
Stocks belong to which Index?
About 33.3% of the stocks held by Evergreen Wealth Solutions, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 66.7 |
| S&P 500 | 31.3 |
| RUSSELL 2000 | 2 |
Evergreen Wealth Solutions, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Evergreen Wealth Solutions, LLC
Evergreen Wealth Solutions, LLC has 126 stocks in it's portfolio. About 55.5% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. GBIL was the most profitable stock for Evergreen Wealth Solutions, LLC last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.70 | 18,828 | 4,794,120 | reduced | -20.95 | ||
| AAXJ | ishares tr | 0.12 | 1,490 | 205,978 | new | |||
| ABBV | abbvie inc | 0.47 | 3,625 | 839,380 | reduced | -10.43 | ||
| ACN | accenture plc ireland | 0.11 | 823 | 202,952 | added | 15.27 | ||
| ACWF | ishares tr | 0.70 | 49,255 | 1,240,730 | reduced | -0.7 | ||
| ADP | automatic data processing in | 0.16 | 934 | 274,129 | reduced | -3.61 | ||
| AGT | ishares tr | 1.11 | 81,421 | 1,978,540 | added | 0.41 | ||
| AGT | ishares tr | 0.35 | 7,440 | 619,009 | added | 0.2 | ||
| AGZD | wisdomtree tr | 0.17 | 6,676 | 307,048 | added | 0.85 | ||
| AMGN | amgen inc | 0.13 | 813 | 229,429 | reduced | -11.15 | ||
| AMP | ameriprise finl inc | 0.32 | 1,165 | 572,062 | reduced | -2.75 | ||
| AMPS | ishares tr | 0.18 | 2,606 | 319,055 | added | 4.78 | ||
| AMZN | amazon com inc | 1.03 | 8,318 | 1,826,380 | added | 1.11 | ||
| APD | air prods & chems inc | 0.29 | 1,873 | 510,805 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.61 | 3,294 | 1,086,760 | reduced | -28.02 | ||
| AXP | american express co | 0.27 | 1,433 | 475,985 | reduced | -3.83 | ||
| BA | boeing co | 0.14 | 1,135 | 244,967 | added | 0.62 | ||
| BAB | invesco exch traded fd tr ii | 0.12 | 900 | 222,408 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.25 | 8,699 | 448,756 | reduced | -3.19 | ||
| BBAX | j p morgan exchange traded f | 2.07 | 71,835 | 3,666,460 | reduced | -10.51 | ||