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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
FTECFidelity Covington Trust
Recent Activity
Exited
0%
$354,189
2,065 shares@ $171.53 avg price
DALDelta Air Lines Inc Del
Recent Activity
Exited
0%
$302,430
6,375 shares@ $47.44 avg price
BIIBBiogen Inc
Recent Activity
Exited
0%
$301,830
1,302 shares@ $231.83 avg price
STZConstellation Brands Inc
Recent Activity
Exited
0%
$296,545
1,153 shares@ $257.2 avg price
EQTEqt Corp
Recent Activity
Exited
0%
$289,657
7,833 shares@ $36.98 avg price
GOOGAlphabet Inc
Recent Activity
Exited
0%
$230,192
1,255 shares@ $183.42 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$222,817
1,561 shares@ $142.74 avg price
SDYSpdr Ser Tr
Recent Activity
Exited
0%
$220,657
1,735 shares@ $127.18 avg price
SFMSprouts Fmrs Mkt Inc
Recent Activity
Exited
0%
$210,405
2,515 shares@ $83.67 avg price