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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 : 5     View All Holdings Currently Viewing:  Closed 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
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 120 Closed $177.81 $0 0 0% -263,000 -1,060 0    Auto Manufacturers
   (FHLC)1 Year Chart         FHLC Fidelity Msci Health Care I... 124 Closed $68.83 $0 0 0% -241,000 -3,725 0    N/A
   (ME)1 Year Chart         ME 23andMe Holding Co. 123 Closed $0.42 $0 0 0% -12,000 -13,257 0    N/A
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 122 Closed $63.85 $0 0 0% -207,000 -2,558 0    Biotechnology
   (BA)1 Year Chart         BA Boeing Co 121 Closed $191.42 $0 0 0% -206,000 -791 0    Aerospace/Defense - M...

      5 Records Found
  1    
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