HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 GOLDMAN SACHS ETF TR (GSLC) |
172,329 | +62,654 | $16,166 |
| GSLC | 172,329 | +62,654 | $16,166 |
| J P MORGAN EXCHANGE TRADED F (JEPQ) |
223,253 | +12,751 | $11,147 |
| JEPQ | 223,253 | +12,751 | $11,147 |
| APPLE INC |
27,286 | +1,496 | $5,253 |
| AAPL | 27,286 | +1,496 | $5,253 |
| ISHARES TR (AGG) |
49,248 | +5,290 | $4,888 |
| AGG | 49,248 | +5,290 | $4,888 |
| MICROSOFT CORP |
8,953 | -497 | $3,367 |
| MSFT | 8,953 | -497 | $3,367 |
| ALPHABET INC |
21,195 | -1,494 | $2,961 |
| GOOGL | 21,195 | -1,494 | $2,961 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
44,420 | +24,219 | $2,254 |
| JMST | 44,420 | +24,219 | $2,254 |
| VERIZON COMMUNICATIONS INC |
57,018 | +1,116 | $2,150 |
| VZ | 57,018 | +1,116 | $2,150 |
| NVIDIA CORPORATION |
4,145 | +5 | $2,053 |
| NVDA | 4,145 | +5 | $2,053 |
| MASTERCARD INCORPORATED |
4,413 | -243 | $1,882 |
| MA | 4,413 | -243 | $1,882 |
| ISHARES TR (MUB) |
16,971 | -175 | $1,840 |
| MUB | 16,971 | -175 | $1,840 |
| INTEL CORP |
36,447 | -1,957 | $1,831 |
| INTC | 36,447 | -1,957 | $1,831 |
| JPMORGAN CHASE & CO |
10,432 | -301 | $1,774 |
| JPM | 10,432 | -301 | $1,774 |
| ROPER TECHNOLOGIES INC |
3,151 | -251 | $1,718 |
| ROP | 3,151 | -251 | $1,718 |
| ISHARES TR (IBDT) |
63,802 | +9,510 | $1,601 |
| IBDT | 63,802 | +9,510 | $1,601 |
 BERKSHIRE HATHAWAY INC DEL |
$1,592 | ||
| BRK.B | 4,464 | -571 | $1,592 |
| ISHARES TR (IBDP) |
62,404 | +7,248 | $1,554 |
| IBDP | 62,404 | +7,248 | $1,554 |
| ISHARES TR (IBDV) |
71,630 | +9,483 | $1,550 |
| IBDV | 71,630 | +9,483 | $1,550 |
| ISHARES TR (IBDR) |
64,522 | +7,519 | $1,542 |
| IBDR | 64,522 | +7,519 | $1,542 |
| THERMO FISHER SCIENTIFIC INC |
2,828 | -27 | $1,501 |
| TMO | 2,828 | -27 | $1,501 |
| AMAZON COM INC |
9,351 | -1,749 | $1,421 |
| AMZN | 9,351 | -1,749 | $1,421 |
| LOWES COS INC |
6,184 | -189 | $1,376 |
| LOW | 6,184 | -189 | $1,376 |
| CISCO SYS INC |
26,379 | -1,111 | $1,333 |
| CSCO | 26,379 | -1,111 | $1,333 |
| CHEVRON CORP NEW |
8,646 | -172 | $1,290 |
| CVX | 8,646 | -172 | $1,290 |
| CONSTELLATION BRANDS INC |
5,206 | -160 | $1,259 |
| STZ | 5,206 | -160 | $1,259 |
| DTE ENERGY CO |
10,852 | -2,049 | $1,197 |
| DTE | 10,852 | -2,049 | $1,197 |
| TARGET CORP |
7,579 | +1,125 | $1,079 |
| TGT | 7,579 | +1,125 | $1,079 |
| DISNEY WALT CO |
11,335 | +192 | $1,023 |
| DIS | 11,335 | +192 | $1,023 |
| STANLEY BLACK & DECKER INC |
10,350 | -281 | $1,015 |
| SWK | 10,350 | -281 | $1,015 |
| ACCENTURE PLC IRELAND |
2,781 | -403 | $976 |
| ACN | 2,781 | -403 | $976 |
| JOHNSON & JOHNSON |
6,211 | -689 | $974 |
| JNJ | 6,211 | -689 | $974 |
| KLA CORP |
1,674 | -81 | $973 |
| KLAC | 1,674 | -81 | $973 |
| UNITEDHEALTH GROUP INC |
1,736 | -227 | $914 |
| UNH | 1,736 | -227 | $914 |
| PRUDENTIAL FINL INC |
8,674 | -992 | $900 |
| PRU | 8,674 | -992 | $900 |
| MCKESSON CORP |
1,931 | +22 | $894 |
| MCK | 1,931 | +22 | $894 |
| PFIZER INC |
29,131 | -1,050 | $839 |
| PFE | 29,131 | -1,050 | $839 |
| INTERNATIONAL BUSINESS MACHS |
5,122 | +226 | $838 |
| IBM | 5,122 | +226 | $838 |
| META PLATFORMS INC |
2,325 | -124 | $823 |
| META | 2,325 | -124 | $823 |
| AMERIPRISE FINL INC |
2,072 | +5 | $787 |
| AMP | 2,072 | +5 | $787 |
| NETFLIX INC |
1,562 | -277 | $761 |
| NFLX | 1,562 | -277 | $761 |
| STRYKER CORPORATION |
2,453 | +169 | $735 |
| SYK | 2,453 | +169 | $735 |
| MERCK & CO INC |
6,420 | +592 | $700 |
| MRK | 6,420 | +592 | $700 |
| DANAHER CORPORATION |
2,983 | +225 | $690 |
| DHR | 2,983 | +225 | $690 |
| FISERV INC |
4,794 | +4,794 | $637 |
| FI | 4,794 | +4,794 | $637 |
| UNION PAC CORP |
2,472 | +19 | $607 |
| UNP | 2,472 | +19 | $607 |
| FORD MTR CO DEL |
49,309 | +1,076 | $601 |
| F | 49,309 | +1,076 | $601 |
| PUBLIC SVC ENTERPRISE GRP IN |
9,538 | +537 | $583 |
| PEG | 9,538 | +537 | $583 |
| REGENERON PHARMACEUTICALS |
663 | -2 | $582 |
| REGN | 663 | -2 | $582 |
| ISHARES TR (SDG) |
7,150 | +89 | $580 |
| SDG | 7,150 | +89 | $580 |
| ECOLAB INC |
2,856 | -290 | $567 |
| ECL | 2,856 | -290 | $567 |
See Full List: All Stocks Held By Evergreen Wealth Solutions LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Evergreen Wealth Solutions LLC
|
Size ($ in 1000's)
At 12/31/2023: $117,001 At 09/30/2023: $99,068 Evergreen Wealth Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Evergreen Wealth Solutions LLC 13F filings. Link to 13F filings: SEC filings |
