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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 $143,468,962
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 375,513 $43,251,552 30.14%
2.
J P Morgan Exchange Traded F
 251,112 $14,157,673 9.86%
3.
Nvidia Corp
 NVDA 49,113 $6,595,354 4.59%
4.
Apple Inc.
 AAPL 20,621 $5,163,972 3.59%
5.
Microsoft Corp
 MSFT 7,518 $3,168,941 2.2%
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)