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JORDAN GREEN

@Evergreen Wealth Solutions, Llc

Latest period2024 - Q3ReportedManaged Assets$147.267MTotal holdings110
Assets growth rate4.49%Assets growth rate (2-Q avg)4.42%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Evergreen Wealth Solutions, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Evergreen Wealth Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 147.267M in assets, with a quarterly growth rate of 4.49% and a 2-quarter average growth rate of 4.42%. The portfolio is managed by JORDAN GREEN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HDVIshares Tr
Recent Activity
New Position
0.2%
$291,197
2,476 shares@ $117.61 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
0.17%
$244,523
501 shares@ $488.07 avg price
TSLATesla Inc
Recent Activity
New Position
0.15%
$216,368
827 shares@ $261.63 avg price
BEPCBrookfield Renewable Corp
Recent Activity
New Position
0.15%
$213,335
6,532 shares@ $32.66 avg price
WABWabtec
Recent Activity
New Position
0.14%
$202,310
1,113 shares@ $181.77 avg price