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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 $116,998,289
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 172,329 $16,166,187 13.81%
2.
J P Morgan Exchange Traded F
 223,253 $11,147,032 9.52%
3.
Apple Inc.
 AAPL 27,286 $5,253,291 4.49%
4.
Ishares Trust
 IEF 49,248 $4,887,869 4.17%
5.
Microsoft Corp
 MSFT 8,953 $3,366,540 2.87%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)