Evergreen Wealth Solutions, LLC
Evergreen Wealth Solutions, LLC is a registered investment advisor headquartered in Williamsport, Pennsylvania. Founded in 2018, the firm employs approximately 10 staff and primarily serves individuals (including high-net-worth individuals), with a small number of institutional or business clients. Evergreen Wealth Solutions provides investment advisory and wealth management services, focusing on client-centric solutions tailored to financial goals.
Investment Strategy
Evergreen Wealth Solutions, LLC follows a client-centric investment approach, focusing on the creation, implementation, and management of tailored financial solutions to help clients reach and sustain their financial goals. The firm primarily invests in a diversified portfolio of US equities—including large positions in technology and diversified sector funds—balancing risk and return across individual and high-net-worth client portfolios. Its investment philosophy emphasizes disciplined asset allocation and ongoing portfolio monitoring. The firm acts as an independent advisor, not tied to proprietary products, to deliver unbiased advice aligning with clients’ long-term objectives.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSLC | GOLDMAN SACHS ETF TR | 27.52% | $45.7M | 376,614 | $100.13 | $121.38 | +$2.6M |
J JEPQ | J P MORGAN EXCHANGE TRADED F | 7.25% | $12.0M | 221,366 | $49.13 | $54.40 | +$369.7K |
N NVDA | NVIDIA CORPORATION | 4.68% | $7.8M | 49,202 | $48.50 | $157.99 | +$2.5M |
B BCI | ABRDN ETFS | 3.42% | $5.7M | 273,489 | $21.44 | $20.77 | -$11.5K |
A AAPL | APPLE INC | 2.94% | $4.9M | 23,819 | $180.39 | $205.17 | -$41.2K |