Evergreen-Wealth-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ACN",
  "ABBV",
  "APD",
  "GOOGL",
  "AXP",
  null,
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "QS",
  "GILD",
  null,
  null,
  "UNP",
  "GSIE",
  "META",
  "PWOD",
  null,
  null,
  null,
  null,
  "PWR",
  "MA",
  "MSFT",
  "EXC",
  "SMR",
  "AMP",
  "KLAC",
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "MAS",
  "MSTR",
  null,
  "ROP",
  "IBM",
  "SYK",
  "TGT",
  "TMO",
  "MET",
  null,
  "FI",
  "F",
  "GSLC",
  "AMZN",
  null,
  "V",
  "WMT",
  null,
  null,
  "DTE",
  "MTB",
  null,
  null,
  "HST",
  "PSX",
  null,
  null,
  "OLED",
  "MCK",
  "NUE",
  "ADP",
  "BAC",
  "BRK-B",
  "BDN",
  "CVX",
  "CIEN",
  "CIG",
  "CSCO",
  "CZNC",
  "CODI",
  "COST",
  "DE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 108
Total Value: 148275178
Accession Number: 0001904432-25-000001
Form Type: 13F-HR
CIK: evergreen-wealth-solutions
Manager Name: Evergreen-Wealth-Solutions

Data Enrichment

72% identified

78 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

108 positions • $148.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.5K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.3M)

Mastercard Inc

MA|57636Q104

Shares:2.2K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$148.3M)

46434VBD1

Shares:48.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$148.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.8K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$148.3M)

14020Y508

Shares:45.1K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$148.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.2K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$148.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:17.5K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.3M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:1.8K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.3M)

92647N535

Shares:19.7K

Value:$997.6K

% of Portfolio:0.7% ($997.6K/$148.3M)

CHEVRON CORP

CVX|166764100

Shares:5.7K

Value:$961.5K

% of Portfolio:0.6% ($961.5K/$148.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:4.0K

Value:$922.5K

% of Portfolio:0.6% ($922.5K/$148.3M)

MCKESSON CORP

MCK|58155Q103

Shares:1.2K

Value:$835.1K

% of Portfolio:0.6% ($835.1K/$148.3M)

Meta Platforms, Inc.

META|30303M102

Shares:1.4K

Value:$821.4K

% of Portfolio:0.6% ($821.4K/$148.3M)

M&T BANK CORP

MTB|55261F104

Shares:4.6K

Value:$814.7K

% of Portfolio:0.5% ($814.7K/$148.3M)

DTE ENERGY CO

DTE|233331107

Shares:5.7K

Value:$791.7K

% of Portfolio:0.5% ($791.7K/$148.3M)

46432F339

QUAL|46432F339

Shares:4.6K

Value:$778.7K

% of Portfolio:0.5% ($778.7K/$148.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.6K

Value:$760.8K

% of Portfolio:0.5% ($760.8K/$148.3M)

46641Q159

Shares:15.5K

Value:$713.1K

% of Portfolio:0.5% ($713.1K/$148.3M)

INTEL CORP

INTC|458140100

Shares:29.7K

Value:$674.8K

% of Portfolio:0.5% ($674.8K/$148.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.0K

Value:$656.6K

% of Portfolio:0.4% ($656.6K/$148.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.5K	QoQ -12.02% (-749) YoY -36.93% (-3.2K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.3M)	QoQ -9.97% (-$149.0K) YoY -22.76% (-$396.2K)
Mastercard Inc(MAcusip57636Q104)	2.2K	QoQ -17.18% (-460) YoY -40.99% (-1.5K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$148.3M)	QoQ -13.78% (-$194.3K) YoY -32.84% (-$594.3K)
(cusip46434VBD1)✕	48.0K	QoQ +4.07% (+1.9K) YoY +379.91% (+38.0K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$148.3M)	QoQ +4.48% (+$51.8K) YoY +386.47% (+$958.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.8K	QoQ -10.74% (-575) YoY +0.27% (+13)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$148.3M)	QoQ +0.95% (-$11.2K) YoY +30.58% (+$278.1K)
(cusip14020Y508)✕	45.1K	QoQ +344.18% (+34.9K) YoY NEW(+45.1K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$148.3M)	QoQ +352.62% (+$923.1K) YoY NEW(+$1.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.2K	QoQ -3.42% (-42) YoY NEW(+1.2K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$148.3M)	QoQ -0.30% (-$3.4K) YoY NEW(+$1.1M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	17.5K	QoQ -13.48% (-2.7K) YoY -29.76% (-7.4K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.3M)	QoQ -9.81% (-$117.7K) YoY -13.15% (-$163.8K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	1.8K	QoQ -12.01% (-250) YoY -33.24% (-912)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.3M)	QoQ -0.19% (-$2.1K) YoY -29.82% (-$458.9K)
(cusip92647N535)✕	19.7K	QoQ NEW(+19.7K) YoY NEW(+19.7K)	All Managers (Combined)	$997.6K	0.7% ($997.6K/$148.3M)	QoQ NEW(+$997.6K) YoY NEW(+$997.6K)
CHEVRON CORP(CVXcusip166764100)	5.7K	QoQ -13.14% (-870) YoY -28.60% (-2.3K)	All Managers (Combined)	$961.5K	0.6% ($961.5K/$148.3M)	QoQ +0.31% (-$3.0K) YoY -24.27% (-$308.3K)
LOWES COMPANIES INC(LOWcusip548661107)	4.0K	QoQ -12.65% (-573) YoY -25.51% (-1.4K)	All Managers (Combined)	$922.5K	0.6% ($922.5K/$148.3M)	QoQ -17.45% (-$195.1K) YoY -31.79% (-$430.1K)
MCKESSON CORP(MCKcusip58155Q103)	1.2K	QoQ -12.54% (-178) YoY -32.51% (-598)	All Managers (Combined)	$835.1K	0.6% ($835.1K/$148.3M)	QoQ +3.30% (-$26.7K) YoY -15.42% (-$152.3K)
Meta Platforms, Inc.(METAcusip30303M102)	1.4K	QoQ -17.48% (-302) YoY -19.71% (-350)	All Managers (Combined)	$821.4K	0.6% ($821.4K/$148.3M)	QoQ -18.78% (-$190.0K) YoY -4.70% (-$40.6K)
M&T BANK CORP(MTBcusip55261F104)	4.6K	QoQ -3.08% (-145) YoY -20.90% (-1.2K)	All Managers (Combined)	$814.7K	0.5% ($814.7K/$148.3M)	QoQ -7.85% (-$69.5K) YoY -2.79% (-$23.4K)
DTE ENERGY CO(DTEcusip233331107)	5.7K	QoQ -12.64% (-829) YoY -47.22% (-5.1K)	All Managers (Combined)	$791.7K	0.5% ($791.7K/$148.3M)	QoQ +0.02% (-$221) YoY -34.93% (-$425.0K)
(QUALcusip46432F339)	4.6K	QoQ +0.88% (-40) YoY +98.21% (+2.3K)	All Managers (Combined)	$778.7K	0.5% ($778.7K/$148.3M)	QoQ -3.18% (-$25.6K) YoY +106.08% (+$400.9K)
AbbVie Inc.(ABBVcusip00287Y109)	3.6K	QoQ -6.00% (-232) YoY NEW(+3.6K)	All Managers (Combined)	$760.8K	0.5% ($760.8K/$148.3M)	QoQ +10.82% (-$74.3K) YoY NEW(+$760.8K)
(cusip46641Q159)✕	15.5K	QoQ NEW(+15.5K) YoY NEW(+15.5K)	All Managers (Combined)	$713.1K	0.5% ($713.1K/$148.3M)	QoQ NEW(+$713.1K) YoY NEW(+$713.1K)
INTEL CORP(INTCcusip458140100)	29.7K	QoQ +7.31% (+2.0K) YoY -7.58% (-2.4K)	All Managers (Combined)	$674.8K	0.5% ($674.8K/$148.3M)	QoQ +21.55% (+$119.7K) YoY -52.48% (-$745.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.0K	QoQ +2.69% (+104) YoY -23.15% (-1.2K)	All Managers (Combined)	$656.6K	0.4% ($656.6K/$148.3M)	QoQ +17.79% (+$99.2K) YoY -19.42% (-$158.3K)