Evergreen Advisors, LLC Portfolio Holdings

Evergreen Advisors, LLC

  • $377 Million
  • Q2 2025

Evergreen Advisors, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $377 Million distributed in 22 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 $53.5M, Vanguard Intermediate Term Cor with a value of $46.8M, Schwab Strategic Tr Us Dividen with a value of $38.3M, and Vanguard Intermediate Term Tre with a value of $32.5M.

Examining the 13F form we can see an increase of $16.6M in the current position value, from $360M to 377M.

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

Portfolio value $377 Million
ETFs: $375 Million
Technology: $1.24 Million
Financial Services: $397,000
Consumer Cyclical: $210,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $377 Million
  • Prior Value $360 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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