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

Page 6 of 6

Sort by:

Compass Diversified Holdings

CODI|20451Q104

Shares:11.1K

Value:$207.7K

% of Portfolio:0.1% ($207.7K/$148.3M)

AMGEN INC

AMGN|031162100

Shares:666

Value:$207.5K

% of Portfolio:0.1% ($207.5K/$148.3M)

46436E825

Shares:9.5K

Value:$206.8K

% of Portfolio:0.1% ($206.8K/$148.3M)

Alphabet Inc.

GOOG|02079K107

Shares:1.3K

Value:$201.7K

% of Portfolio:0.1% ($201.7K/$148.3M)

HOST HOTELS & RESORTS, INC.

HST|44107P104

Shares:11.7K

Value:$166.3K

% of Portfolio:0.1% ($166.3K/$148.3M)

QuantumScape Corp

QS|74767V109

Shares:12.4K

Value:$51.8K

% of Portfolio:0.0% ($51.8K/$148.3M)

BRANDYWINE REALTY TRUST

BDN|105368203

Shares:11.4K

Value:$50.8K

% of Portfolio:0.0% ($50.8K/$148.3M)

ENERGY CO OF MINAS GERAIS

CIG|204409601

Shares:22.9K

Value:$40.2K

% of Portfolio:0.0% ($40.2K/$148.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Compass Diversified Holdings(CODIcusip20451Q104)	11.1K	QoQ +0.99% (-110) YoY +3.85% (-413)	All Managers (Combined)	$207.7K	0.1% ($207.7K/$148.3M)	QoQ -18.30% (-$46.5K) YoY -19.44% (-$50.1K)
AMGEN INC(AMGNcusip031162100)	666	QoQ NEW(+666) YoY NEW(+666)	All Managers (Combined)	$207.5K	0.1% ($207.5K/$148.3M)	QoQ NEW(+$207.5K) YoY NEW(+$207.5K)
(cusip46436E825)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$206.8K	0.1% ($206.8K/$148.3M)	QoQ NEW(+$206.8K) YoY NEW(+$206.8K)
Alphabet Inc.(GOOGcusip02079K107)	1.3K	QoQ -13.99% (-210) YoY -6.78% (-94)	All Managers (Combined)	$201.7K	0.1% ($201.7K/$148.3M)	QoQ -29.44% (-$84.2K) YoY -4.35% (-$9.2K)
HOST HOTELS & RESORTS, INC.(HSTcusip44107P104)	11.7K	QoQ -9.48% (-1.2K) YoY -17.74% (-2.5K)	All Managers (Combined)	$166.3K	0.1% ($166.3K/$148.3M)	QoQ -26.58% (-$60.2K) YoY -43.47% (-$127.9K)
QuantumScape Corp(QScusip74767V109)	12.4K	QoQ 0.00% (-0) YoY +22.07% (-2.3K)	All Managers (Combined)	$51.8K	0.0% ($51.8K/$148.3M)	QoQ -19.84% (-$12.8K) YoY -19.26% (-$12.4K)
BRANDYWINE REALTY TRUST(BDNcusip105368203)	11.4K	QoQ -8.63% (-1.1K) YoY +8.48% (+890)	All Managers (Combined)	$50.8K	0.0% ($50.8K/$148.3M)	QoQ -27.23% (-$19.0K) YoY +0.80% (+$403)
ENERGY CO OF MINAS GERAIS(CIGcusip204409601)	22.9K	QoQ -12.01% (-3.1K) YoY +4.30% (-943)	All Managers (Combined)	$40.2K	0.0% ($40.2K/$148.3M)	QoQ -12.50% (-$5.8K) YoY -25.67% (-$13.9K)