Counsel

0001904432-24-000002.txt : 20240515 0001904432-24-000002.hdr.sgml : 20240515 20240515164237 ACCESSION NUMBER: 0001904432-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evergreen Wealth Solutions, LLC CENTRAL INDEX KEY: 0001904432 ORGANIZATION NAME: IRS NUMBER: 833073638 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21456 FILM NUMBER: 24952008 BUSINESS ADDRESS: STREET 1: 1000 COMMERCE PARK DRIVE, #407 CITY: WILLIAMSPORT STATE: PA ZIP: 08247 BUSINESS PHONE: 570-601-6960 MAIL ADDRESS: STREET 1: 1000 COMMERCE PARK DRIVE, #407 CITY: WILLIAMSPORT STATE: PA ZIP: 08247 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001904432 XXXXXXXX 03-31-2024 03-31-2024 Evergreen Wealth Solutions, LLC

1000 COMMERCE PARK DRIVE, #407 WILLIAMSPORT PA 08247

13F HOLDINGS REPORT 028-21456 000299407 801-114485 N JORDAN GREEN Counsel 6098810101 JORDAN GREEN STONE HARBOR NJ 05-15-2024 0 120 135064901 false INFORMATION TABLE 2 q124evergreen13f.xml EVERGREEN INFORMATION TABLE APPLE INC COM 037833100 4366759 25465 SH SOLE 0 0 25465 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 759146 2190 SH SOLE 0 0 2190 ISHARES TR CORE US AGGBD ET 464287226 9697601 99016 SH SOLE 0 0 99016 ALLSTATE CORP COM 020002101 359315 2077 SH SOLE 0 0 2077 AMERIPRISE FINL INC COM 03076C106 840652 1917 SH SOLE 0 0 1917 AMAZON COM INC COM 023135106 1320923 7323 SH SOLE 0 0 7323 AIR PRODS & CHEMS INC COM 009158106 451591 1864 SH SOLE 0 0 1864 APTIV PLC SHS G6095L109 258090 3240 SH SOLE 0 0 3240 ASML HOLDING N V N Y REGISTRY SHS N07059210 200887 207 SH SOLE 0 0 207 BANK AMERICA CORP COM 060505104 522527 13780 SH SOLE 0 0 13780 BRANDYWINE RLTY TR SH BEN INT NEW 105368203 50352 10490 SH SOLE 0 0 10490 BIOGEN INC COM 09062X103 328189 1522 SH SOLE 0 0 1522 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 230963 3180 SH SOLE 0 0 3180 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1540365 3663 SH SOLE 0 0 3663 CELANESE CORP DEL COM 150870103 529671 3082 SH SOLE 0 0 3082 CF INDS HLDGS INC COM 125269100 268132 3222 SH SOLE 0 0 3222 CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601 54130 21915 SH SOLE 0 0 21915 CUMMINS INC COM 231021106 652611 2215 SH SOLE 0 0 2215 COMPASS DIVERSIFIED SH BEN INT 20451Q104 257823 10711 SH SOLE 0 0 10711 CAPITAL ONE FINL CORP COM 14040H105 269882 1813 SH SOLE 0 0 1813 CONOCOPHILLIPS COM 20825C104 606023 4761 SH SOLE 0 0 4761 CISCO SYS INC COM 17275R102 1244793 24941 SH SOLE 0 0 24941 CVS HEALTH CORP COM 126650100 266387 3340 SH SOLE 0 0 3340 CHEVRON CORP NEW COM 166764100 1269747 8050 SH SOLE 0 0 8050 CITIZENS & NORTHN CORP COM 172922106 314633 16754 SH SOLE 0 0 16754 WISDOMTREE TR EMER MKT HIGH FD 97717W315 276836 6617 SH SOLE 0 0 6617 DANAHER CORPORATION COM 235851102 752317 3013 SH SOLE 0 0 3013 DISNEY WALT CO COM 254687106 1199360 9802 SH SOLE 0 0 9802 DARDEN RESTAURANTS INC COM 237194105 491213 2939 SH SOLE 0 0 2939 DTE ENERGY CO COM 233331107 1216731 10850 SH SOLE 0 0 10850 ECOLAB INC COM 278865100 523974 2269 SH SOLE 0 0 2269 ISHARES TR MSCI EAFE ETF 464287465 206438 2585 SH SOLE 0 0 2585 EQT CORP COM 26884L109 354984 9576 SH SOLE 0 0 9576 ISHARES TR ESG AW MSCI EAFE 46435G516 238212 2981 SH SOLE 0 0 2981 INVESCO ACTVELY MNGD ETC FD ELC VEH MTLS CDT 46090F209 337692 20555 SH SOLE 0 0 20555 FORD MTR CO DEL COM 345370860 589307 44376 SH SOLE 0 0 44376 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 570434 22050 SH SOLE 0 0 22050 FISERV INC COM 337738108 712478 4458 SH SOLE 0 0 4458 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 316367 6160 SH SOLE 0 0 6160 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 361549 2320 SH SOLE 0 0 2320 GAN LTD SHS G3728V109 19727 15533 SH SOLE 0 0 15533 GENERAC HLDGS INC COM 368736104 399233 3165 SH SOLE 0 0 3165 ALPHABET INC CAP STK CL C 02079K107 210880 1385 SH SOLE 0 0 1385 ALPHABET INC CAP STK CL A 02079K305 2738776 18146 SH SOLE 0 0 18146 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 26179701 252237 SH SOLE 0 0 252237 HP INC COM 40434L105 260330 8615 SH SOLE 0 0 8615 HOST HOTELS & RESORTS INC COM 44107P104 294271 14230 SH SOLE 0 0 14230 ISHARES TR IBONDS DEC24 ETF 46434VBG4 1704906 68060 SH SOLE 0 0 68060 ISHARES TR IBONDS DEC25 ETF 46434VBD1 248103 10000 SH SOLE 0 0 10000 ISHARES TR IBONDS DEC2026 46435GAA0 1648182 69106 SH SOLE 0 0 69106 ISHARES TR IBONDS 27 ETF 46435UAA9 232749 9779 SH SOLE 0 0 9779 ISHARES TR IBDS DEC28 ETF 46435U515 1678469 67395 SH SOLE 0 0 67395 ISHARES TR IBONDS DEC 29 46436E205 212596 9316 SH SOLE 0 0 9316 ISHARES TR IBONDS DEC 2030 46436E726 1621981 75794 SH SOLE 0 0 75794 INTERNATIONAL BUSINESS MACHS COM 459200101 909270 4762 SH SOLE 0 0 4762 ISHARES TR IBONDS DEC 46435U697 505970 19498 SH SOLE 0 0 19498 ISHARES TR IBONDS DEC 26 46435U259 499881 19719 SH SOLE 0 0 19719 ISHARES TR IBONDS DEC 28 46435U325 453090 17930 SH SOLE 0 0 17930 INTEL CORP COM 458140100 1420074 32150 SH SOLE 0 0 32150 ISHARES TR CORE S&P500 ETF 464287200 222487 423 SH SOLE 0 0 423 ISHARES TR RUS 1000 ETF 464287622 302143 1049 SH SOLE 0 0 1049 ISHARES TR RUS MD CP GR ETF 464287481 428596 3755 SH SOLE 0 0 3755 ISHARES TR RUS MDCP VAL ETF 464287473 538042 4293 SH SOLE 0 0 4293 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 12680070 233777 SH SOLE 0 0 233777 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1398957 27571 SH SOLE 0 0 27571 JOHNSON & JOHNSON COM 478160104 814926 5152 SH SOLE 0 0 5152 JPMORGAN CHASE & CO COM 46625H100 1740476 8689 SH SOLE 0 0 8689 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 277172 5494 SH SOLE 0 0 5494 KEYCORP COM 493267108 444280 28101 SH SOLE 0 0 28101 KLA CORP COM NEW 482480100 1011789 1448 SH SOLE 0 0 1448 LUMINAR TECHNOLOGIES INC COM CL A 550424105 39400 20000 SH SOLE 0 0 20000 LKQ CORP COM 501889208 262555 4916 SH SOLE 0 0 4916 LOWES COS INC COM 548661107 1352604 5310 SH SOLE 0 0 5310 SOUTHWEST AIRLS CO COM 844741108 379576 13004 SH SOLE 0 0 13004 MASTERCARD INCORPORATED CL A 57636Q104 1809481 3757 SH SOLE 0 0 3757 MASCO CORP COM 574599106 507440 6433 SH SOLE 0 0 6433 MCKESSON CORP COM 58155Q103 987416 1839 SH SOLE 0 0 1839 METLIFE INC COM 59156R108 465671 6284 SH SOLE 0 0 6284 META PLATFORMS INC CL A 30303M102 861938 1775 SH SOLE 0 0 1775 MERCK & CO INC COM 58933Y105 822087 6230 SH SOLE 0 0 6230 MICROSOFT CORP COM 594918104 3139457 7462 SH SOLE 0 0 7462 MICROSTRATEGY INC CL A NEW 594972408 920462 540 SH SOLE 0 0 540 M & T BK CORP COM 55261F104 838111 5763 SH SOLE 0 0 5763 ISHARES TR NATIONAL MUN ETF 464288414 1845947 17156 SH SOLE 0 0 17156 NETFLIX INC COM 64110L106 669278 1102 SH SOLE 0 0 1102 NOKIA CORP SPONSORED ADR 654902204 43269 12223 SH SOLE 0 0 12223 NVIDIA CORPORATION COM 67066G104 3691184 4085 SH SOLE 0 0 4085 NOVO-NORDISK A S ADR 670100205 215840 1681 SH SOLE 0 0 1681 UNIVERSAL DISPLAY CORP COM 91347P105 355858 2113 SH SOLE 0 0 2113 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 647565 9697 SH SOLE 0 0 9697 PFIZER INC COM 717081103 941991 33946 SH SOLE 0 0 33946 PRUDENTIAL FINL INC COM 744320102 801114 6824 SH SOLE 0 0 6824 PELOTON INTERACTIVE INC CL A COM 70614W100 48403 11296 SH SOLE 0 0 11296 PENNS WOODS BANCORP INC COM 708430103 346344 17844 SH SOLE 0 0 17844 QUANTA SVCS INC COM 74762E102 579352 2230 SH SOLE 0 0 2230 QUANTUMSCAPE CORP COM CL A 74767V109 64127 10195 SH SOLE 0 0 10195 ISHARES TR MSCI USA QLT FCT 46432F339 377873 2299 SH SOLE 0 0 2299 REGENERON PHARMACEUTICALS COM 75886F107 590006 613 SH SOLE 0 0 613 ROPER TECHNOLOGIES INC COM 776696106 1538358 2743 SH SOLE 0 0 2743 ISHARES TR EAFE SML CP ETF 464288273 355915 5620 SH SOLE 0 0 5620 ISHARES TR MSCI GBL SUS DEV 46435G532 568286 7220 SH SOLE 0 0 7220 SPDR SER TR S&P DIVID ETF 78464A763 240825 1835 SH SOLE 0 0 1835 CONSTELLATION BRANDS INC CL A 21036P108 1271586 4679 SH SOLE 0 0 4679 STANLEY BLACK & DECKER INC COM 854502101 900919 9200 SH SOLE 0 0 9200 STRYKER CORPORATION COM 863667101 823426 2301 SH SOLE 0 0 2301 TARGET CORP COM 87612E106 1239782 6996 SH SOLE 0 0 6996 THERMO FISHER SCIENTIFIC INC COM 883556102 1481554 2549 SH SOLE 0 0 2549 TRAVELERS COMPANIES INC COM 89417E109 431438 1875 SH SOLE 0 0 1875 TYSON FOODS INC CL A 902494103 260907 4442 SH SOLE 0 0 4442 UNITEDHEALTH GROUP INC COM 91324P102 699593 1414 SH SOLE 0 0 1414 UNION PAC CORP COM 907818108 557283 2266 SH SOLE 0 0 2266 VISA INC COM CL A 92826C839 370711 1328 SH SOLE 0 0 1328 VALERO ENERGY CORP COM 91913Y100 368497 2159 SH SOLE 0 0 2159 VANGUARD INDEX FDS TOTAL STK MKT 922908769 308702 1188 SH SOLE 0 0 1188 VERIZON COMMUNICATIONS INC COM 92343V104 2224612 53017 SH SOLE 0 0 53017 WABTEC COM 929740108 289175 1985 SH SOLE 0 0 1985 WALGREENS BOOTS ALLIANCE INC COM 931427108 253143 11671 SH SOLE 0 0 11671 WALMART INC COM 931142103 567118 9425 SH SOLE 0 0 9425 WEST PHARMACEUTICAL SVSC INC COM 955306105 314589 795 SH SOLE 0 0 795 EXXON MOBIL CORP COM 30231G102 487922 4198 SH SOLE 0 0 4198