Evergreen Capital Management LLC Purchases in Q1 2025

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LYB
Lyondell Basell Industries N.V.

Basic Materials
168K
+ 1168.47%
$69.82 - $78.67 $11.7M - $13.2M
183K $12.8M
MTB
M&T Bank Corp

Financial Services
61.3K
+ 1521.56%
$170.47 - $201.98 $10.4M - $12.4M
65.3K $11.7M
TTE
Total Energies Se

Energy
136K
+ 305.25%
N/A
181K $12.4M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
193K
New
$36.74 - $50.04 $7.11M - $9.68M
193K $8.57M
OKE
Oneok Inc

Energy
83.8K
+ 114.34%
$89.57 - $109.85 $7.51M - $9.2M
157K $15.6M
NVO
Novo Nordisk A S

Healthcare
120K
+ 377.51%
$69.3 - $90.95 $8.29M - $10.9M
151K $10.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
76.2K
+ 102.83%
$100.34 - $100.68 $7.64M - $7.67M
150K $15.1M
GBIL
Goldman Sachs Access Treasury

ETFs
76.5K
+ 166.49%
$99.85 - $100.19 $7.64M - $7.66M
122K $12.3M
TGT
Target Corp

Consumer Defensive
67.2K
+ 622.09%
$103.65 - $142.5 $6.96M - $9.57M
78K $8.14M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
43.6K
+ 8.87%
$114.57 - $118.14 $5M - $5.15M
535K $63.2M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
267K
+ 726.99%
$20.83 - $23.69 $5.56M - $6.32M
303K $6.81M
FANG
Diamondback Energy, Inc.

Energy
39K
+ 64.48%
$139.9 - $180.18 $5.45M - $7.02M
99.4K $15.9M
PEP
Pepsico Inc

Consumer Defensive
34.1K
+ 252.86%
$142.64 - $156.42 $4.87M - $5.34M
47.6K $7.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.77K
+ 10.31%
$442.66 - $534.52 $1.67M - $2.01M
40.3K $21.5M
VTV
Vanguard Value ETF

ETFs
24K
+ 19.39%
$167.73 - $179.21 $4.02M - $4.29M
148K $25.5M
LMT
Lockheed Martin Corp

Industrials
10.1K
+ 91.0%
$423.19 - $506.29 $4.28M - $5.12M
21.2K $9.48M
GD
General Dynamics Corp

Industrials
12.3K
+ 309.15%
$241.94 - $272.58 $2.97M - $3.35M
16.3K $4.43M
UTHR
United Therapeutics Corp

Healthcare
10.9K
+ 806.8%
$304.42 - $380.78 $3.32M - $4.15M
12.3K $3.78M
MRK
Merck & Co., Inc.

Healthcare
48.2K
+ 43.26%
$83.01 - $101.02 $4M - $4.87M
160K $14.3M
INMD
In Mode Ltd.

Healthcare
181K
New
$15.9 - $19.4 $2.88M - $3.51M
181K $3.21M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
81.8K
+ 35.68%
$22.45 - $26.94 $1.84M - $2.2M
311K $8.04M
VNQ
Vanguard Specialized Funds Van

ETFs
25.7K
+ 8.45%
$85.55 - $94.34 $2.2M - $2.43M
330K $29.9M
SPMD
Spdr Portfolio

ETFs
55.1K
+ 184.78%
$50.21 - $57.73 $2.77M - $3.18M
84.9K $4.35M
MCHI
Ishares Msci China ETF

ETFs
38.8K
+ 72.08%
$43.71 - $58.65 $1.7M - $2.28M
92.7K $5.04M
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
102K
New
$22.8 - $25.6 $2.34M - $2.62M
102K $2.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
20.6K
+ 10.56%
$56.51 - $62.98 $1.17M - $1.3M
216K $13.1M
IEFA
Ishares Tr

ETFs
13.8K
+ 8.8%
$69.57 - $78.65 $959K - $1.08M
170K $12.9M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
80.5K
+ 63.96%
$23.13 - $23.41 $1.86M - $1.89M
206K $4.79M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.71K
+ 18.63%
$507.05 - $563.67 $2.39M - $2.66M
30K $15.4M
VDE
Vanguard Energy ETF

ETFs
3.39K
+ 2.49%
$119.14 - $132.76 $404K - $450K
140K $18.1M
PHYS
Sprott Physical Gold Trust

Financial Services
20.7K
+ 8.7%
$20.25 - $24.06 $420K - $499K
259K $6.24M
KWEB
Kraneshares Tr Csi China Inter

ETFs
20.5K
+ 21.11%
$27.29 - $38.29 $559K - $785K
118K $4.11M
TEI
Templeton Emerging Markets Income Fund

Financial Services
61.6K
+ 1.7%
$5.15 - $5.57 $317K - $343K
3.69M $19.8M
PAVE
Global X Fds Us Infrastructure

ETFs
63.1K
+ 14.63%
$37.31 - $43.82 $2.36M - $2.77M
495K $18.7M
AES
Aes Corp

Utilities
144K
+ 11.31%
$9.93 - $13.23 $1.43M - $1.9M
1.42M $17.6M
EWW
Ishares Inc Msci Mexico ETF

ETFs
21.1K
+ 55.37%
N/A
59.1K $3.37M
CVX
Chevron Corp

Energy
1.83K
+ 4.75%
$146.71 - $167.97 $268K - $307K
40.2K $6.73M
NEM
Newmont Corp

Basic Materials
4.03K
+ 5.04%
$37.79 - $48.39 $152K - $195K
84.1K $4.06M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
12.4K
+ 47.11%
$94.32 - $110.46 $1.16M - $1.36M
38.6K $3.72M
XOM
Exxon Mobil Corp

Energy
2.43K
+ 4.24%
$105.44 - $118.93 $256K - $289K
59.8K $7.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.01K
+ 5.32%
$87.68 - $94.52 $439K - $473K
99.2K $9.29M
ADBE
Adobe Inc.

Technology
2.85K
+ 88.3%
$377.84 - $464.11 $1.08M - $1.32M
6.07K $2.33M
V
Visa Inc.

Financial Services
345
+ 1.56%
$306.92 - $362.71 $106K - $125K
22.5K $7.9M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
5.18K
+ 0.52%
$22.98 - $24.13 $119K - $125K
1.01M $24.1M
BEN
Franklin Resources Inc

Financial Services
43.2K
New
$18.92 - $22.24 $817K - $961K
43.2K $831K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
15.5K
+ 5.11%
$65.27 - $71.18 $1.01M - $1.11M
320K $21.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
CVS
Cvs Health Corp

Healthcare
7.58K
+ 61.59%
$44.22 - $68.64 $335K - $520K
19.9K $1.35M
NOV
Nov Inc.

Energy
52.2K
New
$13.99 - $16.43 $731K - $858K
52.2K $794K
Activity Summary
Buys All Purchases 650 New Holdings 131 Increased Positions 519 Sells All Sells 355 Reductions 355 Sold out 0 Options Calls 3 Puts 3
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