Evergreen Advisors, LLC Portfolio Holdings by Sector
Evergreen Advisors, LLC
- $334 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB SCHF VCIT SCHD VGIT VMBS IJR SPY 12 stocks |
$331,847
99.34% of portfolio
|
  8  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,026
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$627
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SMBK 1 stocks |
$275
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$261
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|