Evergreen Wealth Solutions, LLC has disclosed 108 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $148.00 Mil. The turnover rate is 14%.
In Evergreen Wealth Solutions, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC), JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), Janus Henderson AAA CLO ETF (JAAA), NVIDIA Corp (NVDA), not including call and put options.
Evergreen Wealth Solutions, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Evergreen Wealth Solutions, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Evergreen Wealth Solutions, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Evergreen Wealth Solutions, LLC.