Evergreen Advisors, LLC Portfolio Holdings by Sector
Evergreen Advisors, LLC
- $360 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB SCHF VCIT SCHD VGIT VMBS IJR SPY 12 stocks |
$357,478
99.25% of portfolio
|
  6  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,068
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$772
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SMBK 1 stocks |
$364
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$268
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$221
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|