Evergreen Advisors, LLC Portfolio Holdings by Sector
Evergreen Advisors, LLC
- $362 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB SCHF VCIT SCHD VGIT VMBS IJR SPY 13 stocks |
$359,588
99.32% of portfolio
|
  10  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,090
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$722
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SMBK 1 stocks |
$340
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$321
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|