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  Name: Evergreen Wealth Solutions LLC
  City: WILLIAMSPORT
  State: PA
  Zip: 08247
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $135,062,000
  Total Value Change : $18,061,000
  Securities Held Change : 8
   
All Securities Held : 120
  New Positions : 13
  Closed Positions : 5
  Increased Positions : 29
  Unchanged Positions : 6
  Decreased Positions : 72

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 32 New $1,656.63 $920,000 540 0.68% 920,000 540 0.004    Business Software & S...
   (FENY)1 Year Chart         FENY Fidelity MSCI Energy Index 53 New $24.84 $570,000 22,050 0.42% 570,000 22,050 0.041    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 89 New $292.59 $302,000 1,049 0.22% 302,000 1,049 0.001    Closed - End Fund - E...
   (IBDQ)1 Year Chart         IBDQ Ishares Ibonds Dec 2025 Ter... 103 New $24.79 $248,000 10,000 0.18% 248,000 10,000 0.003    N/A
   (IBDS)1 Year Chart         IBDS Ishares Ibonds Dec 2027 Ter... 106 New $0.00 $233,000 9,779 0.17% 233,000 9,779 0.007    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 107 New $72.30 $231,000 3,180 0.17% 231,000 3,180 0    Closed - End Fund - E...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 109 New $142.40 $216,000 1,681 0.16% 216,000 1,681 0    Drug Manufacturers - ...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 110 New $178.35 $211,000 1,385 0.16% 211,000 1,385 0    Search Engines & Info...
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 112 New $0.00 $201,000 207 0.15% 201,000 207 0    Semiconductor Equipme...
   (QS)1 Year Chart         QS Quantumscape Ord Shs Class A 113 New $5.69 $64,000 10,195 0.05% 64,000 10,195 0.005    N/A
   (PTON)1 Year Chart         PTON Peloton Interactive, Inc. 116 New $0.00 $48,000 11,296 0.04% 48,000 11,296 0.004    N/A
   (LAZR)1 Year Chart         LAZR Luminar Technologies, Inc 118 New $1.45 $39,000 20,000 0.03% 39,000 20,000 0.009    N/A
      12 Records Found
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