Evergreen Wealth Solutions, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$147M
Signature - Title
Jordan Green - Counsel
Location
Williamsport, PA
Summary
This page shows a list of all the recent 13F filings made by Evergreen Wealth Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evergreen Wealth Solutions, LLC reported 110 stock holdings with total value $147M as of Q3 2024. Top holdings included GSLC, JEPQ, AGG, NVDA, and AAPL.
Holdings Value