Evergreen Advisors, LLC Portfolio Holdings

Evergreen Advisors, LLC

  • $360 Million
  • Q1 2025

Evergreen Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $360 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 $135M, Schwab Strategic Tr Intl Eqty with a value of $48.7M, Vanguard Intermediate Term Cor with a value of $46.7M, Schwab Strategic Tr Us Dividen with a value of $40.3M, and Vanguard Intermediate Term Tre with a value of $32.8M.

Examining the 13F form we can see an decrease of $5.57M in the current position value, from $366M to 360M.

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

Portfolio value $360 Million
ETFs: $359 Million
Technology: $1.04 Million
Financial Services: $364,000
Consumer Cyclical: $221,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$519M
$364,000 0.1% of portfolio
11,732
Q1 2025 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $360 Million
  • Prior Value $366 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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