| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 11 | Q2 2024 | 22.5% |
| ISHARES TR | 11 | Q2 2024 | 18.6% |
| APPLE INC | 11 | Q2 2024 | 5.5% |
| ISHARES TR | 11 | Q2 2024 | 7.7% |
| MICROSOFT CORP | 11 | Q2 2024 | 3.6% |
| ALPHABET INC | 11 | Q2 2024 | 3.2% |
| MASTERCARD INCORPORATED | 11 | Q2 2024 | 2.3% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 2.4% |
| NVIDIA CORPORATION | 11 | Q2 2024 | 4.0% |
| VERIZON COMMUNICATIONS INC | 11 | Q2 2024 | 1.9% |
View Evergreen Wealth Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Evergreen Wealth Solutions, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.