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:

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464287226

Shares:6.4K

Value:$630.9K

% of Portfolio:0.4% ($630.9K/$148.3M)

Walt Disney Co

DIS|254687106

Shares:6.3K

Value:$621.5K

% of Portfolio:0.4% ($621.5K/$148.3M)

STRYKER CORP

SYK|863667101

Shares:1.6K

Value:$593.3K

% of Portfolio:0.4% ($593.3K/$148.3M)

FISERV INC

FI|337738108

Shares:2.7K

Value:$588.1K

% of Portfolio:0.4% ($588.1K/$148.3M)

MASCO CORP /DE/

MAS|574599106

Shares:8.4K

Value:$586.5K

% of Portfolio:0.4% ($586.5K/$148.3M)

EXELON CORP

EXC|30161N101

Shares:12.3K

Value:$567.6K

% of Portfolio:0.4% ($567.6K/$148.3M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:1.2K

Value:$559.1K

% of Portfolio:0.4% ($559.1K/$148.3M)

KLA CORP

KLAC|482480100

Shares:819

Value:$556.6K

% of Portfolio:0.4% ($556.6K/$148.3M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.9K

Value:$552.4K

% of Portfolio:0.4% ($552.4K/$148.3M)

46435G532

Shares:7.5K

Value:$539.3K

% of Portfolio:0.4% ($539.3K/$148.3M)

14019W109

Shares:20.4K

Value:$500.6K

% of Portfolio:0.3% ($500.6K/$148.3M)

PENNS WOODS BANCORP INC

PWOD|708430103

Shares:17.3K

Value:$483.3K

% of Portfolio:0.3% ($483.3K/$148.3M)

ELI LILLY & Co

LLY|532457108

Shares:570

Value:$470.8K

% of Portfolio:0.3% ($470.8K/$148.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:5.2K

Value:$470.7K

% of Portfolio:0.3% ($470.7K/$148.3M)

VISA INC.

V|92826C839

Shares:1.3K

Value:$452.7K

% of Portfolio:0.3% ($452.7K/$148.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.8K

Value:$451.4K

% of Portfolio:0.3% ($451.4K/$148.3M)

TARGET CORP

TGT|87612E106

Shares:4.3K

Value:$447.6K

% of Portfolio:0.3% ($447.6K/$148.3M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.9K

Value:$444.4K

% of Portfolio:0.3% ($444.4K/$148.3M)

METLIFE INC

MET|59156R108

Shares:5.5K

Value:$442.2K

% of Portfolio:0.3% ($442.2K/$148.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.6K

Value:$438.9K

% of Portfolio:0.3% ($438.9K/$148.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	6.4K	QoQ -41.17% (-4.5K) YoY -93.55% (-92.6K)	All Managers (Combined)	$630.9K	0.4% ($630.9K/$148.3M)	QoQ -39.94% (-$419.7K) YoY -93.49% (-$9.1M)
Walt Disney Co(DIScusip254687106)	6.3K	QoQ -10.45% (-735) YoY -35.75% (-3.5K)	All Managers (Combined)	$621.5K	0.4% ($621.5K/$148.3M)	QoQ -20.62% (-$161.5K) YoY -48.17% (-$577.8K)
STRYKER CORP(SYKcusip863667101)	1.6K	QoQ -3.62% (-60) YoY -30.72% (-707)	All Managers (Combined)	$593.3K	0.4% ($593.3K/$148.3M)	QoQ -0.38% (-$2.3K) YoY -27.94% (-$230.1K)
FISERV INC(FIcusip337738108)	2.7K	QoQ -23.49% (-818) YoY -40.26% (-1.8K)	All Managers (Combined)	$588.1K	0.4% ($588.1K/$148.3M)	QoQ -17.76% (-$127.0K) YoY -17.46% (-$124.4K)
MASCO CORP /DE/(MAScusip574599106)	8.4K	QoQ +5.38% (+431) YoY +31.10% (+2.0K)	All Managers (Combined)	$586.5K	0.4% ($586.5K/$148.3M)	QoQ +0.98% (+$5.7K) YoY +15.57% (+$79.0K)
EXELON CORP(EXCcusip30161N101)	12.3K	QoQ +48.68% (+4.0K) YoY NEW(+12.3K)	All Managers (Combined)	$567.6K	0.4% ($567.6K/$148.3M)	QoQ +82.02% (+$255.8K) YoY NEW(+$567.6K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	1.2K	QoQ -7.15% (-89) YoY -39.74% (-762)	All Managers (Combined)	$559.1K	0.4% ($559.1K/$148.3M)	QoQ -15.57% (-$103.1K) YoY -33.49% (-$281.6K)
KLA CORP(KLACcusip482480100)	819	QoQ -23.24% (-248) YoY -43.43% (-629)	All Managers (Combined)	$556.6K	0.4% ($556.6K/$148.3M)	QoQ -17.18% (-$115.5K) YoY -44.98% (-$455.2K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.9K	QoQ 0.00% (+0) YoY +0.48% (+9)	All Managers (Combined)	$552.4K	0.4% ($552.4K/$148.3M)	QoQ +1.68% (+$9.1K) YoY +22.31% (+$100.8K)
(cusip46435G532)✕	7.5K	QoQ +0.53% (+40) YoY +3.18% (-230)	All Managers (Combined)	$539.3K	0.4% ($539.3K/$148.3M)	QoQ +1.70% (+$9.0K) YoY -5.09% (-$29.0K)
(cusip14019W109)✕	20.4K	QoQ NEW(+20.4K) YoY NEW(+20.4K)	All Managers (Combined)	$500.6K	0.3% ($500.6K/$148.3M)	QoQ NEW(+$500.6K) YoY NEW(+$500.6K)
PENNS WOODS BANCORP INC(PWODcusip708430103)	17.3K	QoQ +0.09% (-17) YoY -2.96% (-529)	All Managers (Combined)	$483.3K	0.3% ($483.3K/$148.3M)	QoQ -8.07% (-$42.4K) YoY +39.53% (-$136.9K)
ELI LILLY & Co(LLYcusip532457108)	570	QoQ +7.54% (+40) YoY NEW(+570)	All Managers (Combined)	$470.8K	0.3% ($470.8K/$148.3M)	QoQ +15.06% (+$61.6K) YoY NEW(+$470.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	5.2K	QoQ -4.13% (-226) YoY -15.82% (-986)	All Managers (Combined)	$470.7K	0.3% ($470.7K/$148.3M)	QoQ -13.49% (-$73.4K) YoY -42.74% (-$351.4K)
VISA INC.(Vcusip92826C839)	1.3K	QoQ +3.36% (+42) YoY -2.71% (-36)	All Managers (Combined)	$452.7K	0.3% ($452.7K/$148.3M)	QoQ +14.58% (+$57.6K) YoY +22.12% (-$82.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	3.8K	QoQ -1.81% (-70) YoY -9.59% (-403)	All Managers (Combined)	$451.4K	0.3% ($451.4K/$148.3M)	QoQ +8.55% (-$35.6K) YoY -7.48% (-$36.5K)
TARGET CORP(TGTcusip87612E106)	4.3K	QoQ -21.91% (-1.2K) YoY -38.69% (-2.7K)	All Managers (Combined)	$447.6K	0.3% ($447.6K/$148.3M)	QoQ -39.71% (-$294.9K) YoY -63.89% (-$792.2K)
UNION PACIFIC CORP(UNPcusip907818108)	1.9K	QoQ -5.80% (-116) YoY -16.99% (-385)	All Managers (Combined)	$444.4K	0.3% ($444.4K/$148.3M)	QoQ -2.44% (-$11.1K) YoY -20.26% (-$112.9K)
METLIFE INC(METcusip59156R108)	5.5K	QoQ -4.39% (-253) YoY -12.34% (-776)	All Managers (Combined)	$442.2K	0.3% ($442.2K/$148.3M)	QoQ -6.25% (-$29.5K) YoY -5.03% (-$23.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.6K	QoQ -6.85% (-120) YoY NEW(+1.6K)	All Managers (Combined)	$438.9K	0.3% ($438.9K/$148.3M)	QoQ -15.55% (-$80.8K) YoY NEW(+$438.9K)