test

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
GOOGLAlphabet Inc
Recent Activity
Decreased -14.65%
1.49%
$2.187M
13,185 shares@ $165.85 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -10.98%
1.23%
$1.805M
40,199 shares@ $44.92 avg price
CIENCiena Corp
Recent Activity
1.02%
$1.49M
24,189 shares@ $61.6 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -11.37%
0.95%
$1.394M
7,483 shares@ $186.33 avg price
MUBIshares Tr
Recent Activity
Decreased -21.4%
0.92%
$1.345M
12,378 shares@ $108.64 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -20.24%
0.86%
$1.265M
4,671 shares@ $270.84 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -20%
0.86%
$1.257M
5,960 shares@ $210.87 avg price
MAMastercard Incorporated
Recent Activity
Decreased -19.16%
0.85%
$1.239M
2,509 shares@ $493.9 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 133.55%
0.83%
$1.216M
23,903 shares@ $50.89 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -17.66%
0.83%
$1.211M
1,958 shares@ $618.59 avg price