Evergreen Advisors, LLC Portfolio Holdings

Evergreen Advisors, LLC

$362 Million
Q3 2024

Evergreen Advisors, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $362 Million distributed in 17 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 $147M, Schwab Strategic Tr Intl Eqty with a value of $49.5M, Vanguard Intermediate Term Cor with a value of $42M, Schwab Strategic Tr Us Dividen with a value of $39.1M, and Vanguard Intermediate Term Tre with a value of $28.1M.

Examining the 13F form we can see an increase of $28M in the current position value, from $334M to 362M.

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

Portfolio value $362 Million

ETFs: $361 Million

Technology: $722,000

Financial Services: $340,000

Consumer Cyclical: $321,000

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$3.92T	$722,000 0.2% of portfolio	3,104	Q3 2024 Added 4.13%
SMBK Smartfinancial Inc. Financial Services	$523M	$340,000 0.09% of portfolio	11,680	Q3 2024 Added 0.27%
LOW Lowes Companies Inc Consumer Cyclical	$153B	$321,000 0.09% of portfolio	1,188	Q3 2024 Added 0.25%

Summary

Portfolio
No. of Stocks 17
Current Value $362 Million
Prior Value $334 Million
Filing
Period Q3 2024
Filing Date November 08, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 1 stocks
Additional Purchases 13 stocks
Sold out of 0 stocks
Reduced holdings in 3 stocks

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Evergreen Advisors, LLC Portfolio Holdings