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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
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 24.56%
28.34%
$41.726M
369,453 shares@ $112.94 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 2.64%
9.24%
$13.599M
247,576 shares@ $54.93 avg price
AGGIshares Tr
Recent Activity
Increased 6.01%
8.21%
$12.076M
119,245 shares@ $101.27 avg price
IBDRIshares Tr
Recent Activity
Increased 9.31%
1.55%
$2.268M
93,342 shares@ $24.3 avg price
IBDTIshares Tr
Recent Activity
Increased 5.89%
1.54%
$2.259M
88,478 shares@ $25.54 avg price
IBDPIshares Tr
Recent Activity
Increased 13.55%
1.53%
$2.253M
89,374 shares@ $25.21 avg price
IBDVIshares Tr
Recent Activity
Increased 5.93%
1.52%
$2.226M
100,413 shares@ $22.17 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 133.55%
0.83%
$1.216M
23,903 shares@ $50.89 avg price
MSTRMicrostrategy Inc
Recent Activity
Increased 900%
0.62%
$910,440
5,400 shares@ $168.6 avg price
QUALIshares Tr
Recent Activity
Increased 68.54%
0.53%
$771,996
4,306 shares@ $179.29 avg price