Evergreen Advisors, LLC Portfolio Holdings

Evergreen Advisors, LLC

  • $334 Million
  • Q2 2024

Evergreen Advisors, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $334 Million distributed in 16 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 $137M, Schwab Strategic Tr Intl Eqty with a value of $45.1M, Vanguard Intermediate Term Cor with a value of $38.9M, Schwab Strategic Tr Us Dividen with a value of $34.6M, and Vanguard Intermediate Term Tre with a value of $26.2M.

Examining the 13F form we can see an increase of $6.61M in the current position value, from $327M to 334M.

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

Portfolio value $334 Million
ETFs: $333 Million
Technology: $627,000
Financial Services: $275,000
Consumer Cyclical: $261,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $334 Million
  • Prior Value $327 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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