Evergreen Advisors, LLC Portfolio Holdings by Sector
Evergreen Advisors, LLC
- $377 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB SCHF VCIT SCHD VGIT VMBS IJR SPY 15 stocks |
$373,734
99.2% of portfolio
|
  7  
|
  8  
|
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,181
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$727
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SMBK 1 stocks |
$397
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$259
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$256
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$210
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|