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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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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