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Home > Institutional Investor > Evergreen Wealth Solutions, Llc > Profile

Instuitional Investor - Evergreen Wealth Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Wealth Solutions, Llc
Portfolio Value $166,097,858
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 376,614 $45,713,420 27.52%
2.
J P Morgan Exchange Traded F
 221,366 $12,042,310 7.25%
3.
Nvidia Corp
 NVDA 49,202 $7,773,373 4.68%
4.
Abrdn Etfs
 273,489 $5,680,367 3.42%
5.
Apple Inc.
 AAPL 23,819 $4,887,036 2.94%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)