$99.1 Million is the total value of Evergreen Wealth Solutions, LLC's 105 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODS & CHEMS INC | $528,258 | -5.4% | 1,864 | 0.0% | 0.53% | -5.3% | |
| WST | WEST PHARMACEUTICAL SVSC INC | $298,292 | -1.9% | 795 | 0.0% | 0.30% | -2.0% | |
| GAN | GAN LTD | $18,018 | -29.3% | 15,533 | 0.0% | 0.02% | -30.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 18.6% |
| GOLDMAN SACHS ETF TR | 8 | Q3 2023 | 9.3% |
| APPLE INC | 8 | Q3 2023 | 5.5% |
| ISHARES TR | 8 | Q3 2023 | 5.8% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.6% |
| ALPHABET INC | 8 | Q3 2023 | 3.2% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.4% |
| MASTERCARD INCORPORATED | 8 | Q3 2023 | 2.3% |
| JPMORGAN CHASE & CO | 8 | Q3 2023 | 2.2% |
| ISHARES TR | 8 | Q3 2023 | 2.2% |
View Evergreen Wealth Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-19 |
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.