Evergreen Wealth Solutions, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001904432

Type: FundHoldings: 108Value: $148.3MLatest: 2025Q1

Evergreen Wealth Solutions, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 108 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "ACN",
  "ABBV",
  "APD",
  "GOOGL",
  "AXP",
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  "AVGO",
  "LOW",
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  "QS",
  "GILD",
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  "UNP",
  "GSIE",
  "META",
  "PWOD",
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  "PWR",
  "MA",
  "MSFT",
  "EXC",
  "SMR",
  "AMP",
  "KLAC",
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "MAS",
  "MSTR",
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  "ROP",
  "IBM",
  "SYK",
  "TGT",
  "TMO",
  "MET",
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  "FI",
  "F",
  "GSLC",
  "AMZN",
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  "V",
  "WMT",
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  "DTE",
  "MTB",
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  "HST",
  "PSX",
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  "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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381430503

GSLC|381430503

Shares:391.5K

Value:$43.1M

% of Portfolio:29.1% ($43.1M/$148.3M)

46654Q203

Shares:225.4K

Value:$11.7M

% of Portfolio:7.9% ($11.7M/$148.3M)

003261104

Shares:265.2K

Value:$5.7M

% of Portfolio:3.8% ($5.7M/$148.3M)

47103U845

Shares:109.7K

Value:$5.6M

% of Portfolio:3.8% ($5.6M/$148.3M)

NVIDIA CORP

NVDA|67066G104

Shares:48.3K

Value:$5.2M

% of Portfolio:3.5% ($5.2M/$148.3M)

Apple Inc.

AAPL|037833100

Shares:22.2K

Value:$4.9M

% of Portfolio:3.3% ($4.9M/$148.3M)

46641Q654

Shares:84.1K

Value:$4.3M

% of Portfolio:2.9% ($4.3M/$148.3M)

MICROSOFT CORP

MSFT|594918104

Shares:7.6K

Value:$2.8M

% of Portfolio:1.9% ($2.8M/$148.3M)

46435GAA0

Shares:86.5K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$148.3M)

46435U515

Shares:82.1K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$148.3M)

46436E312

Shares:82.3K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$148.3M)

46436E726

Shares:93.3K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$148.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:11.8K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$148.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.2K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$148.3M)

14020W106

Shares:48.3K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$148.3M)

AMAZON COM INC

AMZN|023135106

Shares:8.5K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$148.3M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:5.4K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$148.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:33.5K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.3M)

CIENA CORP

CIEN|171779309

Shares:24.2K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.3M)

14020G101

Shares:41.9K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$148.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(GSLCcusip381430503)	391.5K	QoQ +4.26% (-16.0K) YoY +55.22% (+139.3K)	All Managers (Combined)	$43.1M	29.1% ($43.1M/$148.3M)	QoQ -0.34% (-$150.3K) YoY +64.63% (+$16.9M)
(cusip46654Q203)✕	225.4K	QoQ -10.22% (-25.7K) YoY -3.57% (-8.3K)	All Managers (Combined)	$11.7M	7.9% ($11.7M/$148.3M)	QoQ -17.55% (-$2.5M) YoY -7.94% (-$1.0M)
(cusip003261104)✕	265.2K	QoQ NEW(+265.2K) YoY NEW(+265.2K)	All Managers (Combined)	$5.7M	3.8% ($5.7M/$148.3M)	QoQ NEW(+$5.7M) YoY NEW(+$5.7M)
(cusip47103U845)✕	109.7K	QoQ +90.12% (+52.0K) YoY NEW(+109.7K)	All Managers (Combined)	$5.6M	3.8% ($5.6M/$148.3M)	QoQ +90.12% (+$2.6M) YoY NEW(+$5.6M)
NVIDIA CORP(NVDAcusip67066G104)	48.3K	QoQ -1.63% (-801) YoY +1082.66% (+44.2K)	All Managers (Combined)	$5.2M	3.5% ($5.2M/$148.3M)	QoQ -20.61% (-$1.4M) YoY +41.85% (+$1.5M)
Apple Inc.(AAPLcusip037833100)	22.2K	QoQ +7.58% (-1.6K) YoY -12.87% (-3.3K)	All Managers (Combined)	$4.9M	3.3% ($4.9M/$148.3M)	QoQ -4.56% (-$235.7K) YoY +12.85% (-$561.5K)
(cusip46641Q654)✕	84.1K	QoQ +128.08% (+47.2K) YoY +204.91% (+56.5K)	All Managers (Combined)	$4.3M	2.9% ($4.3M/$148.3M)	QoQ +128.71% (+$2.4M) YoY +205.57% (+$2.9M)
MICROSOFT CORP(MSFTcusip594918104)	7.6K	QoQ +0.50% (-38) YoY +1.25% (-94)	All Managers (Combined)	$2.8M	1.9% ($2.8M/$148.3M)	QoQ -10.48% (-$332.4K) YoY -9.64% (-$302.9K)
(cusip46435GAA0)✕	86.5K	QoQ -11.16% (-10.9K) YoY +25.15% (+17.4K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$148.3M)	QoQ -10.65% (-$249.6K) YoY +27.04% (+$445.8K)
(cusip46435U515)✕	82.1K	QoQ -11.04% (-10.2K) YoY +21.82% (+14.7K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$148.3M)	QoQ -9.76% (-$224.4K) YoY +23.55% (+$395.4K)
(cusip46436E312)✕	82.3K	QoQ -6.97% (-6.2K) YoY NEW(+82.3K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$148.3M)	QoQ -5.42% (-$117.9K) YoY NEW(+$2.1M)
(cusip46436E726)✕	93.3K	QoQ -10.62% (-11.1K) YoY +23.05% (+17.5K)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$148.3M)	QoQ -9.12% (-$203.3K) YoY +24.89% (+$403.9K)
Alphabet Inc.(GOOGLcusip02079K305)	11.8K	QoQ -10.82% (-1.4K) YoY -35.16% (-6.4K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$148.3M)	QoQ -27.15% (-$678.0K) YoY -33.57% (-$919.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.2K	QoQ -2.87% (-96) YoY -11.57% (-424)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$148.3M)	QoQ +14.11% (-$213.3K) YoY +11.98% (-$184.7K)
(cusip14020W106)✕	48.3K	QoQ +29.67% (+11.1K) YoY NEW(+48.3K)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$148.3M)	QoQ +31.07% (+$408.5K) YoY NEW(+$1.7M)
AMAZON COM INC(AMZNcusip023135106)	8.5K	QoQ +4.68% (-379) YoY +15.63% (+1.1K)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$148.3M)	QoQ -9.21% (-$163.5K) YoY +21.96% (+$290.2K)
MICROSTRATEGY Inc(MSTRcusip594972408)	5.4K	QoQ +0.79% (+43) YoY +907.96% (+4.9K)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$148.3M)	QoQ +0.32% (+$5.1K) YoY +70.46% (+$648.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	33.5K	QoQ -17.40% (-7.1K) YoY -36.81% (-19.5K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.3M)	QoQ -6.31% (-$102.5K) YoY -31.69% (-$705.1K)
CIENA CORP(CIENcusip171779309)	24.2K	QoQ 0.00% (-0) YoY NEW(+24.2K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.3M)	QoQ -28.74% (-$589.7K) YoY NEW(+$1.5M)
(cusip14020G101)✕	41.9K	QoQ +8.17% (-3.2K) YoY NEW(+41.9K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$148.3M)	QoQ -0.32% (-$4.7K) YoY NEW(+$1.4M)