0001904432-24-000002.txt : 20240515
0001904432-24-000002.hdr.sgml : 20240515
20240515164237
ACCESSION NUMBER: 0001904432-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Evergreen Wealth Solutions, LLC
CENTRAL INDEX KEY: 0001904432
ORGANIZATION NAME:
IRS NUMBER: 833073638
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21456
FILM NUMBER: 24952008
BUSINESS ADDRESS:
STREET 1: 1000 COMMERCE PARK DRIVE, #407
CITY: WILLIAMSPORT
STATE: PA
ZIP: 08247
BUSINESS PHONE: 570-601-6960
MAIL ADDRESS:
STREET 1: 1000 COMMERCE PARK DRIVE, #407
CITY: WILLIAMSPORT
STATE: PA
ZIP: 08247
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001904432
XXXXXXXX
03-31-2024
03-31-2024
Evergreen Wealth Solutions, LLC
1000 COMMERCE PARK DRIVE, #407
WILLIAMSPORT
PA
08247
13F HOLDINGS REPORT
028-21456
000299407
801-114485
N
JORDAN GREEN
Counsel
6098810101
JORDAN GREEN
STONE HARBOR
NJ
05-15-2024
0
120
135064901
false
INFORMATION TABLE
2
q124evergreen13f.xml
EVERGREEN INFORMATION TABLE
APPLE INC
COM
037833100
4366759
25465
SH
SOLE
0
0
25465
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
759146
2190
SH
SOLE
0
0
2190
ISHARES TR
CORE US AGGBD ET
464287226
9697601
99016
SH
SOLE
0
0
99016
ALLSTATE CORP
COM
020002101
359315
2077
SH
SOLE
0
0
2077
AMERIPRISE FINL INC
COM
03076C106
840652
1917
SH
SOLE
0
0
1917
AMAZON COM INC
COM
023135106
1320923
7323
SH
SOLE
0
0
7323
AIR PRODS & CHEMS INC
COM
009158106
451591
1864
SH
SOLE
0
0
1864
APTIV PLC
SHS
G6095L109
258090
3240
SH
SOLE
0
0
3240
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
200887
207
SH
SOLE
0
0
207
BANK AMERICA CORP
COM
060505104
522527
13780
SH
SOLE
0
0
13780
BRANDYWINE RLTY TR
SH BEN INT NEW
105368203
50352
10490
SH
SOLE
0
0
10490
BIOGEN INC
COM
09062X103
328189
1522
SH
SOLE
0
0
1522
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
230963
3180
SH
SOLE
0
0
3180
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1540365
3663
SH
SOLE
0
0
3663
CELANESE CORP DEL
COM
150870103
529671
3082
SH
SOLE
0
0
3082
CF INDS HLDGS INC
COM
125269100
268132
3222
SH
SOLE
0
0
3222
CIA ENERGETICA DE MINAS GERA
SP ADR N-V PFD
204409601
54130
21915
SH
SOLE
0
0
21915
CUMMINS INC
COM
231021106
652611
2215
SH
SOLE
0
0
2215
COMPASS DIVERSIFIED
SH BEN INT
20451Q104
257823
10711
SH
SOLE
0
0
10711
CAPITAL ONE FINL CORP
COM
14040H105
269882
1813
SH
SOLE
0
0
1813
CONOCOPHILLIPS
COM
20825C104
606023
4761
SH
SOLE
0
0
4761
CISCO SYS INC
COM
17275R102
1244793
24941
SH
SOLE
0
0
24941
CVS HEALTH CORP
COM
126650100
266387
3340
SH
SOLE
0
0
3340
CHEVRON CORP NEW
COM
166764100
1269747
8050
SH
SOLE
0
0
8050
CITIZENS & NORTHN CORP
COM
172922106
314633
16754
SH
SOLE
0
0
16754
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
276836
6617
SH
SOLE
0
0
6617
DANAHER CORPORATION
COM
235851102
752317
3013
SH
SOLE
0
0
3013
DISNEY WALT CO
COM
254687106
1199360
9802
SH
SOLE
0
0
9802
DARDEN RESTAURANTS INC
COM
237194105
491213
2939
SH
SOLE
0
0
2939
DTE ENERGY CO
COM
233331107
1216731
10850
SH
SOLE
0
0
10850
ECOLAB INC
COM
278865100
523974
2269
SH
SOLE
0
0
2269
ISHARES TR
MSCI EAFE ETF
464287465
206438
2585
SH
SOLE
0
0
2585
EQT CORP
COM
26884L109
354984
9576
SH
SOLE
0
0
9576
ISHARES TR
ESG AW MSCI EAFE
46435G516
238212
2981
SH
SOLE
0
0
2981
INVESCO ACTVELY MNGD ETC FD
ELC VEH MTLS CDT
46090F209
337692
20555
SH
SOLE
0
0
20555
FORD MTR CO DEL
COM
345370860
589307
44376
SH
SOLE
0
0
44376
FIDELITY COVINGTON TRUST
MSCI ENERGY IDX
316092402
570434
22050
SH
SOLE
0
0
22050
FISERV INC
COM
337738108
712478
4458
SH
SOLE
0
0
4458
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
316367
6160
SH
SOLE
0
0
6160
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
361549
2320
SH
SOLE
0
0
2320
GAN LTD
SHS
G3728V109
19727
15533
SH
SOLE
0
0
15533
GENERAC HLDGS INC
COM
368736104
399233
3165
SH
SOLE
0
0
3165
ALPHABET INC
CAP STK CL C
02079K107
210880
1385
SH
SOLE
0
0
1385
ALPHABET INC
CAP STK CL A
02079K305
2738776
18146
SH
SOLE
0
0
18146
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
26179701
252237
SH
SOLE
0
0
252237
HP INC
COM
40434L105
260330
8615
SH
SOLE
0
0
8615
HOST HOTELS & RESORTS INC
COM
44107P104
294271
14230
SH
SOLE
0
0
14230
ISHARES TR
IBONDS DEC24 ETF
46434VBG4
1704906
68060
SH
SOLE
0
0
68060
ISHARES TR
IBONDS DEC25 ETF
46434VBD1
248103
10000
SH
SOLE
0
0
10000
ISHARES TR
IBONDS DEC2026
46435GAA0
1648182
69106
SH
SOLE
0
0
69106
ISHARES TR
IBONDS 27 ETF
46435UAA9
232749
9779
SH
SOLE
0
0
9779
ISHARES TR
IBDS DEC28 ETF
46435U515
1678469
67395
SH
SOLE
0
0
67395
ISHARES TR
IBONDS DEC 29
46436E205
212596
9316
SH
SOLE
0
0
9316
ISHARES TR
IBONDS DEC 2030
46436E726
1621981
75794
SH
SOLE
0
0
75794
INTERNATIONAL BUSINESS MACHS
COM
459200101
909270
4762
SH
SOLE
0
0
4762
ISHARES TR
IBONDS DEC
46435U697
505970
19498
SH
SOLE
0
0
19498
ISHARES TR
IBONDS DEC 26
46435U259
499881
19719
SH
SOLE
0
0
19719
ISHARES TR
IBONDS DEC 28
46435U325
453090
17930
SH
SOLE
0
0
17930
INTEL CORP
COM
458140100
1420074
32150
SH
SOLE
0
0
32150
ISHARES TR
CORE S&P500 ETF
464287200
222487
423
SH
SOLE
0
0
423
ISHARES TR
RUS 1000 ETF
464287622
302143
1049
SH
SOLE
0
0
1049
ISHARES TR
RUS MD CP GR ETF
464287481
428596
3755
SH
SOLE
0
0
3755
ISHARES TR
RUS MDCP VAL ETF
464287473
538042
4293
SH
SOLE
0
0
4293
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
12680070
233777
SH
SOLE
0
0
233777
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
1398957
27571
SH
SOLE
0
0
27571
JOHNSON & JOHNSON
COM
478160104
814926
5152
SH
SOLE
0
0
5152
JPMORGAN CHASE & CO
COM
46625H100
1740476
8689
SH
SOLE
0
0
8689
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
277172
5494
SH
SOLE
0
0
5494
KEYCORP
COM
493267108
444280
28101
SH
SOLE
0
0
28101
KLA CORP
COM NEW
482480100
1011789
1448
SH
SOLE
0
0
1448
LUMINAR TECHNOLOGIES INC
COM CL A
550424105
39400
20000
SH
SOLE
0
0
20000
LKQ CORP
COM
501889208
262555
4916
SH
SOLE
0
0
4916
LOWES COS INC
COM
548661107
1352604
5310
SH
SOLE
0
0
5310
SOUTHWEST AIRLS CO
COM
844741108
379576
13004
SH
SOLE
0
0
13004
MASTERCARD INCORPORATED
CL A
57636Q104
1809481
3757
SH
SOLE
0
0
3757
MASCO CORP
COM
574599106
507440
6433
SH
SOLE
0
0
6433
MCKESSON CORP
COM
58155Q103
987416
1839
SH
SOLE
0
0
1839
METLIFE INC
COM
59156R108
465671
6284
SH
SOLE
0
0
6284
META PLATFORMS INC
CL A
30303M102
861938
1775
SH
SOLE
0
0
1775
MERCK & CO INC
COM
58933Y105
822087
6230
SH
SOLE
0
0
6230
MICROSOFT CORP
COM
594918104
3139457
7462
SH
SOLE
0
0
7462
MICROSTRATEGY INC
CL A NEW
594972408
920462
540
SH
SOLE
0
0
540
M & T BK CORP
COM
55261F104
838111
5763
SH
SOLE
0
0
5763
ISHARES TR
NATIONAL MUN ETF
464288414
1845947
17156
SH
SOLE
0
0
17156
NETFLIX INC
COM
64110L106
669278
1102
SH
SOLE
0
0
1102
NOKIA CORP
SPONSORED ADR
654902204
43269
12223
SH
SOLE
0
0
12223
NVIDIA CORPORATION
COM
67066G104
3691184
4085
SH
SOLE
0
0
4085
NOVO-NORDISK A S
ADR
670100205
215840
1681
SH
SOLE
0
0
1681
UNIVERSAL DISPLAY CORP
COM
91347P105
355858
2113
SH
SOLE
0
0
2113
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
647565
9697
SH
SOLE
0
0
9697
PFIZER INC
COM
717081103
941991
33946
SH
SOLE
0
0
33946
PRUDENTIAL FINL INC
COM
744320102
801114
6824
SH
SOLE
0
0
6824
PELOTON INTERACTIVE INC
CL A COM
70614W100
48403
11296
SH
SOLE
0
0
11296
PENNS WOODS BANCORP INC
COM
708430103
346344
17844
SH
SOLE
0
0
17844
QUANTA SVCS INC
COM
74762E102
579352
2230
SH
SOLE
0
0
2230
QUANTUMSCAPE CORP
COM CL A
74767V109
64127
10195
SH
SOLE
0
0
10195
ISHARES TR
MSCI USA QLT FCT
46432F339
377873
2299
SH
SOLE
0
0
2299
REGENERON PHARMACEUTICALS
COM
75886F107
590006
613
SH
SOLE
0
0
613
ROPER TECHNOLOGIES INC
COM
776696106
1538358
2743
SH
SOLE
0
0
2743
ISHARES TR
EAFE SML CP ETF
464288273
355915
5620
SH
SOLE
0
0
5620
ISHARES TR
MSCI GBL SUS DEV
46435G532
568286
7220
SH
SOLE
0
0
7220
SPDR SER TR
S&P DIVID ETF
78464A763
240825
1835
SH
SOLE
0
0
1835
CONSTELLATION BRANDS INC
CL A
21036P108
1271586
4679
SH
SOLE
0
0
4679
STANLEY BLACK & DECKER INC
COM
854502101
900919
9200
SH
SOLE
0
0
9200
STRYKER CORPORATION
COM
863667101
823426
2301
SH
SOLE
0
0
2301
TARGET CORP
COM
87612E106
1239782
6996
SH
SOLE
0
0
6996
THERMO FISHER SCIENTIFIC INC
COM
883556102
1481554
2549
SH
SOLE
0
0
2549
TRAVELERS COMPANIES INC
COM
89417E109
431438
1875
SH
SOLE
0
0
1875
TYSON FOODS INC
CL A
902494103
260907
4442
SH
SOLE
0
0
4442
UNITEDHEALTH GROUP INC
COM
91324P102
699593
1414
SH
SOLE
0
0
1414
UNION PAC CORP
COM
907818108
557283
2266
SH
SOLE
0
0
2266
VISA INC
COM CL A
92826C839
370711
1328
SH
SOLE
0
0
1328
VALERO ENERGY CORP
COM
91913Y100
368497
2159
SH
SOLE
0
0
2159
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
308702
1188
SH
SOLE
0
0
1188
VERIZON COMMUNICATIONS INC
COM
92343V104
2224612
53017
SH
SOLE
0
0
53017
WABTEC
COM
929740108
289175
1985
SH
SOLE
0
0
1985
WALGREENS BOOTS ALLIANCE INC
COM
931427108
253143
11671
SH
SOLE
0
0
11671
WALMART INC
COM
931142103
567118
9425
SH
SOLE
0
0
9425
WEST PHARMACEUTICAL SVSC INC
COM
955306105
314589
795
SH
SOLE
0
0
795
EXXON MOBIL CORP
COM
30231G102
487922
4198
SH
SOLE
0
0
4198