Evergreen Advisors, LLC Portfolio Holdings

Evergreen Advisors, LLC

  • $366 Million
  • Q4 2024

Evergreen Advisors, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $366 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $145M, Schwab Strategic Tr Intl Eqty with a value of $46.2M, Vanguard Intermediate Term Cor with a value of $44.7M, Schwab Strategic Tr Us Dividen with a value of $39.5M, and Vanguard Intermediate Term Tre with a value of $32M.

Examining the 13F form we can see an increase of $3.68M in the current position value, from $362M to 366M.

Below you can find more details about Evergreen Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $366 Million
ETFs: $364 Million
Technology: $1.54 Million
Financial Services: $362,000
Consumer Cyclical: $292,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$616M
$362,000 0.1% of portfolio
11,706
Q4 2024 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $366 Million
  • Prior Value $362 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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