Evergreen Wealth Solutions, LLC Top Holdings and 13F Report (2023) → “This will be one of the biggest revolutions ever.” - NVIDIA CEO (From Behind the Markets) (Ad) About Evergreen Wealth Solutions, LLCInvestment ActivityEvergreen Wealth Solutions, LLC has $135.06 million in total holdings as of September 30, 2023.Evergreen Wealth Solutions, LLC owns shares of 120 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 13.83% of the portfolio was purchased this quarter.About 7.31% of the portfolio was sold this quarter.This quarter, Evergreen Wealth Solutions, LLC has purchased 112 new stocks and bought additional shares in 29 stocks.Evergreen Wealth Solutions, LLC sold shares of 72 stocks and completely divested from 5 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $26,179,701JPMorgan Nasdaq Equity Premium Income ETF $12,680,070iShares Core U.S. Aggregate Bond ETF $9,697,601Apple $4,366,759NVIDIA $3,691,184 Largest New Holdings this Quarter MicroStrategy $920,462 HoldingFidelity MSCI Energy Index ETF $570,434 HoldingiShares Russell 1000 ETF $302,143 HoldingiShares iBonds Dec 2025 Term Corporate ETF $248,103 HoldingiShares iBonds Dec 2027 Term Corporate ETF $232,749 Holding Largest Purchases this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 79,908 shares (about $8.29M)iShares Core U.S. Aggregate Bond ETF 49,768 shares (about $4.87M)MicroStrategy 540 shares (about $920.46K)JPMorgan Nasdaq Equity Premium Income ETF 10,524 shares (about $570.82K)Fidelity MSCI Energy Index ETF 22,050 shares (about $570.43K) Largest Sales this Quarter JPMorgan Ultra-Short Municipal ETF 16,849 shares (about $854.92K)Microsoft 1,491 shares (about $627.30K)Alphabet 3,049 shares (about $460.19K)Amazon.com 2,028 shares (about $365.81K)JPMorgan Chase & Co. 1,743 shares (about $349.14K) 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$26,179,701$8,293,659 ▲46.4%252,23719.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$12,680,070$570,822 ▲4.7%233,7779.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,697,601$4,874,265 ▲101.1%99,0167.2%FinanceAAPLApple$4,366,759$312,267 ▼-6.7%25,4653.2%Computer and TechnologyNVDANVIDIA$3,691,184$54,216 ▼-1.4%4,0852.7%Computer and TechnologyMSFTMicrosoft$3,139,457$627,302 ▼-16.7%7,4622.3%Computer and TechnologyGOOGLAlphabet$2,738,776$460,186 ▼-14.4%18,1462.0%Computer and TechnologyVZVerizon Communications$2,224,612$167,883 ▼-7.0%53,0171.6%Computer and TechnologyMUBiShares National Muni Bond ETF$1,845,947$19,906 ▲1.1%17,1561.4%ETFMAMastercard$1,809,481$315,949 ▼-14.9%3,7571.3%Business ServicesJPMJPMorgan Chase & Co.$1,740,476$349,137 ▼-16.7%8,6891.3%FinanceIBDPiShares iBonds Dec 2024 Term Corporate ETF$1,704,906$141,683 ▲9.1%68,0601.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,678,469$89,483 ▲5.6%67,3951.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,648,182$109,329 ▲7.1%69,1061.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,621,981$89,109 ▲5.8%75,7941.2%ETFBRK.BBerkshire Hathaway$1,540,365$336,837 ▼-17.9%3,6631.1%FinanceROPRoper Technologies$1,538,358$228,819 ▼-12.9%2,7431.1%Computer and TechnologyTMOThermo Fisher Scientific$1,481,554$162,163 ▼-9.9%2,5491.1%MedicalINTCIntel$1,420,074$189,800 ▼-11.8%32,1501.1%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$1,398,957$854,921 ▼-37.9%27,5711.0%ETFLOWLowe's Companies$1,352,604$222,632 ▼-14.1%5,3101.0%Retail/WholesaleAMZNAmazon.com$1,320,923$365,811 ▼-21.7%7,3231.0%Retail/WholesaleSTZConstellation Brands$1,271,586$143,220 ▼-10.1%4,6790.9%Consumer StaplesCVXChevron$1,269,747$94,009 ▼-6.9%8,0500.9%Oils/EnergyCSCOCisco Systems$1,244,793$71,770 ▼-5.5%24,9410.9%Computer and TechnologyTGTTarget$1,239,782$103,315 ▼-7.7%6,9960.9%Retail/WholesaleDTEDTE Energy$1,216,731$224 ▼0.0%10,8500.9%UtilitiesDISWalt Disney$1,199,360$187,576 ▼-13.5%9,8020.9%Consumer DiscretionaryKLACKLA$1,011,789$157,917 ▼-13.5%1,4480.7%Computer and TechnologyMCKMcKesson$987,416$49,398 ▼-4.8%1,8390.7%MedicalPFEPfizer$941,991$133,615 ▲16.5%33,9460.7%MedicalMSTRMicroStrategy$920,462$920,462 ▲New Holding5400.7%Computer and TechnologyIBMInternational Business Machines$909,270$68,739 ▼-7.0%4,7620.7%Computer and TechnologySWKStanley Black & Decker$900,919$112,615 ▼-11.1%9,2000.7%Industrial ProductsMETAMeta Platforms$861,938$267,079 ▼-23.7%1,7750.6%Computer and TechnologyAMPAmeriprise Financial$840,652$67,971 ▼-7.5%1,9170.6%FinanceMTBM&T Bank$838,111$238,941 ▲39.9%5,7630.6%FinanceSYKStryker$823,426$54,394 ▼-6.2%2,3010.6%MedicalMRKMerck & Co., Inc.$822,087$25,072 ▼-3.0%6,2300.6%MedicalJNJJohnson & Johnson$814,926$167,509 ▼-17.1%5,1520.6%MedicalPRUPrudential Financial$801,114$217,184 ▼-21.3%6,8240.6%FinanceACNAccenture$759,146$204,865 ▼-21.3%2,1900.6%Business ServicesDHRDanaher$752,317$7,491 ▲1.0%3,0130.6%Multi-Sector ConglomeratesFIFiserv$712,478$53,700 ▼-7.0%4,4580.5%Business ServicesUNHUnitedHealth Group$699,593$159,313 ▼-18.5%1,4140.5%MedicalNFLXNetflix$669,278$279,372 ▼-29.4%1,1020.5%Consumer DiscretionaryCMICummins$652,611$23,571 ▼-3.5%2,2150.5%Auto/Tires/TrucksPEGPublic Service Enterprise Group$647,565$10,618 ▲1.7%9,6970.5%UtilitiesCOPConocoPhillips$606,023$16,929 ▲2.9%4,7610.4%Oils/EnergyREGNRegeneron Pharmaceuticals$590,006$48,124 ▼-7.5%6130.4%MedicalFFord Motor$589,307$65,510 ▼-10.0%44,3760.4%Auto/Tires/TrucksPWRQuanta Services$579,352$28,578 ▼-4.7%2,2300.4%ConstructionFENYFidelity MSCI Energy Index ETF$570,434$570,434 ▲New Holding22,0500.4%ETFSDGiShares MSCI Global Sustainable Development Goals ETF$568,286$5,510 ▲1.0%7,2200.4%ManufacturingWMTWalmart$567,118$370,778 ▲188.8%9,4250.4%Retail/WholesaleUNPUnion Pacific$557,283$50,662 ▼-8.3%2,2660.4%TransportationIWSiShares Russell Mid-Cap Value ETF$538,0420.0%4,2930.4%ETFCECelanese$529,671$52,933 ▼-9.1%3,0820.4%Basic MaterialsECLEcolab$523,974$135,554 ▼-20.6%2,2690.4%Basic MaterialsBACBank of America$522,527$8,608 ▼-1.6%13,7800.4%FinanceMASMasco$507,440$153,265 ▼-23.2%6,4330.4%ConstructionIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$505,970$5,190 ▲1.0%19,4980.4%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$499,881$40,763 ▲8.9%19,7190.4%ETFDRIDarden Restaurants$491,213$17,382 ▼-3.4%2,9390.4%Retail/WholesaleXOMExxon Mobil$487,922$99,723 ▲25.7%4,1980.4%Oils/EnergyMETMetLife$465,671$23,491 ▼-4.8%6,2840.3%FinanceIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$453,090$10,891 ▲2.5%17,9300.3%ETFAPDAir Products and Chemicals$451,5910.0%1,8640.3%Basic MaterialsKEYKeyCorp$444,280$118,702 ▼-21.1%28,1010.3%FinanceTRVTravelers Companies$431,438$43,719 ▼-9.2%1,8750.3%FinanceIWPiShares Russell Mid-Cap Growth ETF$428,596$43,373 ▼-9.2%3,7550.3%ETFGNRCGenerac$399,233$98,768 ▼-19.8%3,1650.3%Computer and TechnologyLUVSouthwest Airlines$379,576$50,205 ▼-11.7%13,0040.3%TransportationQUALiShares MSCI USA Quality Factor ETF$377,873$14,793 ▲4.1%2,2990.3%ETFVVisa$370,711$3,629 ▼-1.0%1,3280.3%Business ServicesVLOValero Energy$368,497$6,827 ▼-1.8%2,1590.3%Oils/EnergyFTECFidelity MSCI Information Technology Index ETF$361,549$190,125 ▼-34.5%2,3200.3%ETFALLAllstate$359,315$30,793 ▼-7.9%2,0770.3%FinanceSCZiShares MSCI EAFE Small-Cap ETF$355,9150.0%5,6200.3%ETFOLEDUniversal Display$355,858$842 ▲0.2%2,1130.3%Computer and TechnologyEQTEQT$354,984$111,989 ▼-24.0%9,5760.3%Oils/EnergyPWODPenns Woods Bancorp$346,344$757 ▲0.2%17,8440.3%FinanceEVMTInvesco Electric Vehicle Metals Commodity Strategy No K-1 ETF$337,692$44,867 ▼-11.7%20,5550.3%ETFBIIBBiogen$328,189$58,651 ▼-15.2%1,5220.2%MedicalFMBFirst Trust Managed Municipal ETF$316,367$1,387 ▲0.4%6,1600.2%ManufacturingCZNCCitizens & Northern$314,633$451 ▲0.1%16,7540.2%FinanceWSTWest Pharmaceutical Services$314,5890.0%7950.2%MedicalVTIVanguard Total Stock Market ETF$308,7020.0%1,1880.2%ETFIWBiShares Russell 1000 ETF$302,143$302,143 ▲New Holding1,0490.2%ETFHSTHost Hotels & Resorts$294,271$16,792 ▼-5.4%14,2300.2%FinanceWABWestinghouse Air Brake Technologies$289,175$67,887 ▼-19.0%1,9850.2%TransportationJPSTJPMorgan Ultra-Short Income ETF$277,172$84,100 ▼-23.3%5,4940.2%ETFDEMWisdomTree Emerging Markets High Dividend Fund$276,836$4,518 ▼-1.6%6,6170.2%FinanceCOFCapital One Financial$269,882$42,127 ▼-13.5%1,8130.2%FinanceCFCF Industries$268,132$22,636 ▼-7.8%3,2220.2%Basic MaterialsCVSCVS Health$266,387$19,540 ▼-6.8%3,3400.2%Retail/WholesaleLKQLKQ$262,555$16,717 ▼-6.0%4,9160.2%Auto/Tires/TrucksTSNTyson Foods$260,907$21,498 ▲9.0%4,4420.2%Consumer StaplesHPQHP$260,330$12,994 ▼-4.8%8,6150.2%Computer and TechnologyAPTVAptiv$258,090$1,912 ▲0.7%3,2400.2%Business ServicesShowing largest 100 holdings. 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