Stock Taper

EVERGREEN WEALTH SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Salesforce, Inc.CRM3.9K$784.58K
Truist Financial CorporationTFC3.9K$206.73K
Shopify Inc.SHOP3.9K$618.74K
Nucor CorporationNUE3.96K$1.08M
Oracle CorporationORCL4K$625.17K
Hewlett Packard Enterprise CompanyHPE4K$239.48K
Workday, Inc.WDAY4.07K$840.87K
Rocket Lab USA, Inc.RKLB4.1K$328.41K
The Boeing CompanyBA4.1K$945.18K
GE AerospaceGE4.11K$1.48M
KLA CorporationKLAC4.14K$867.37K
American Electric Power Company, Inc.AEP4.16K$521.43K
Shell plcSHEL4.17K$374.59K
RTX CorporationRTX4.25K$936.88K
Otis Worldwide CorporationOTIS4.29K$313.01K
Citigroup Inc.C4.29K$595.29K
Palo Alto Networks, Inc.PANW4.31K$1.71M
Costco Wholesale CorporationCOST4.38K$4.21M
Eversource EnergyES4.5K$324.6K
Realty Income CorporationO4.62K$291.02K