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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 110 $147M +$13.7M -$13M +$655K GSLC, JEPQ, AGG, NVDA, AAPL 13F-HR 11/14/2024, 04:43 PM
Q2 2024 114 $141M +$21.6M -$13.4M +$8.16M GSLC, JEPQ, AGG, NVDA, AAPL 13F-HR 8/14/2024, 05:06 PM
Q1 2024 120 $135M +$18.7M -$9.87M +$8.81M GSLC, JEPQ, AGG, AAPL, NVDA 13F-HR 5/15/2024, 04:42 PM
Q4 2023 112 $117M +$13.6M -$4.53M +$9.08M GSLC, JEPQ, AAPL, AGG, MSFT 13F-HR 2/7/2024, 03:14 PM
Q3 2023 105 $99.1M +$8.02M -$4.96M +$3.07M JEPQ, GSLC, AAPL, AGG, MSFT 13F-HR 11/13/2023, 09:51 PM
Q2 2023 103 $99.1M +$18.1M -$11.4M +$6.7M JEPQ, GSLC, AAPL, AGG, MSFT 13F-HR 8/11/2023, 03:31 PM
Q1 2023 102 $86.4M +$10.8M -$4.51M +$6.31M QUAL, AAPL, GSLC, MSFT, GOOGL 13F-HR 5/12/2023, 04:38 PM
Q4 2022 94 $75.8M +$6.82M -$5.99M +$826K QUAL, GSLC, AAPL, MSFT, GOOGL 13F-HR 2/14/2023, 01:23 PM
Q3 2022 93 $70.5M +$8.02M -$13M -$4.97M QUAL, AAPL, GSLC, MSFT, GOOGL 13F-HR 11/14/2022, 04:32 PM
Q2 2022 99 $81.5M +$14M -$19.8M -$5.82M QUAL, AAPL, GSLC, JMST, MSFT 13F-HR 8/15/2022, 06:00 PM
Q1 2022 94 $103M +$4.08M -$5.54M -$1.46M QUAL, AGG, AAPL, IQLT, GSLC 13F-HR 4/22/2022, 10:01 AM
Q4 2021 94 $110M $0 $0 QUAL, AGG, IQLT, AAPL, GSLC 13F-HR 1/19/2022, 09:59 AM