Evergreen Capital Management LLC Purchases in Q2 2025

Evergreen Capital Management LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
746K
New
$48.13 - $49.85 $35.9M - $37.2M
746K $36.6M
NVDA
Nvidia Corp

Technology
1.67K
+ 0.48%
$94.31 - $157.99 $157K - $263K
348K $54.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
103K
+ 19.29%
$116.93 - $119.39 $12.1M - $12.3M
638K $76M
DOW
Dow Inc.

Basic Materials
369K
New
$25.81 - $34.89 $9.52M - $12.9M
369K $9.77M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
1.29M
+ 8688.34%
$6.07 - $8.61 $7.84M - $11.1M
1.31M $8.88M
GOOGL
Alphabet Inc.

Communication Services
21.9K
+ 10.57%
$144.7 - $178.6 $3.17M - $3.91M
229K $40.3M
PCAR
Paccar Inc

Industrials
103K
+ 15.34%
$86.4 - $99.09 $8.93M - $10.2M
777K $73.8M
GD
General Dynamics Corp

Industrials
26.5K
+ 162.82%
$247.68 - $291.66 $6.56M - $7.73M
42.8K $12.5M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
415K
+ 188.12%
$17.5 - $18.46 $7.27M - $7.67M
636K $11.7M
DELL
Dell Technologies Inc.

Technology
25.5K
+ 19.33%
$71.63 - $125.98 $1.83M - $3.22M
158K $19.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
57K
+ 50.55%
$90.56 - $109.49 $5.16M - $6.24M
170K $18.6M
VGT
Vanguard Information Technolog

ETFs
7.44K
+ 49.75%
$470.37 - $663.28 $3.5M - $4.93M
22.4K $14.8M
META
Meta Platforms, Inc.

Communication Services
2.35K
+ 7.66%
$484.66 - $738.09 $1.14M - $1.74M
33.1K $24.4M
HOOD
Robinhood Markets, Inc.

Technology
48.4K
+ 117.19%
$34.17 - $93.63 $1.65M - $4.53M
89.7K $8.4M
AVGO
Broadcom Inc.

Technology
1.8K
+ 3.18%
$146.29 - $275.65 $263K - $495K
58.4K $16.1M
IEFA
Ishares Tr

ETFs
59.5K
+ 34.93%
$67.83 - $84.09 $4.04M - $5.01M
230K $19.2M
C
Citigroup Inc

Financial Services
50.9K
+ 41.39%
$58.13 - $85.12 $2.96M - $4.33M
174K $14.8M
MRK
Merck & Co., Inc.

Healthcare
97.5K
+ 61.1%
$73.47 - $87.12 $7.16M - $8.49M
257K $20.3M
VTV
Vanguard Value ETF

ETFs
30.5K
+ 20.7%
$153.67 - $176.74 $4.69M - $5.4M
178K $31.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
56.7K
+ 37.71%
$100.35 - $100.71 $5.69M - $5.71M
207K $20.8M
ACN
Accenture PLC

Technology
16.9K
+ 235.81%
$279.23 - $323.21 $4.73M - $5.47M
24.1K $7.21M
JPM
Jpmorgan Chase & CO

Financial Services
3.1K
+ 3.47%
$210.28 - $289.91 $651K - $897K
92.2K $26.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.04K
+ 16.79%
$456.74 - $568.03 $2.3M - $2.86M
35K $19.9M
HESM
Hess Midstream LP

Energy
103K
+ 611.87%
$35.23 - $42.89 $3.61M - $4.4M
119K $4.59M
NTAP
Net App, Inc.

Technology
33.1K
New
$76.1 - $106.55 $2.52M - $3.52M
33.1K $3.52M
PAVE
Global X Fds Us Infrastructure

ETFs
10.5K
+ 2.12%
$33.78 - $43.68 $355K - $459K
505K $22M
NFLX
Netflix Inc

Communication Services
146
+ 2.22%
$855.86 - $1339.13 $125K - $196K
6.73K $9.02M
MU
Micron Technology Inc

Technology
8.08K
+ 16.2%
$64.72 - $127.91 $523K - $1.03M
58K $7.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.64K
+ 5.38%
$496.48 - $617.85 $813K - $1.01M
32.1K $19.8M
CSCO
Cisco Systems, Inc.

Technology
5.52K
+ 1.76%
$53.19 - $69.38 $293K - $383K
319K $22.2M
IVV
Ishares Core S&P 500 ETF

ETFs
2.18K
+ 9.21%
$498.8 - $620.9 $1.09M - $1.36M
25.9K $16.1M
TSLA
Tesla, Inc.

Consumer Cyclical
2.71K
+ 8.64%
$221.86 - $362.89 $602K - $984K
34.1K $10.8M
PLTR
Palantir Technologies Inc.

Technology
6.01K
+ 17.32%
$74.01 - $144.25 $445K - $867K
40.7K $5.55M
DFAE
Dimensional ETF Tr

ETFs
53.4K
+ 15.49%
$22.87 - $28.95 $1.22M - $1.55M
398K $11.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
29.4K
+ 35.65%
$79.56 - $82.92 $2.34M - $2.44M
112K $9.27M
IEMG
Ishares Inc

ETFs
45.9K
+ 62.75%
N/A
119K $6.39M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 3.88%
$59.24 - $71.39 $735K - $886K
332K $23.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
23.1K
+ 27.89%
$100.04 - $100.54 $2.31M - $2.32M
106K $10.6M
VNQ
Vanguard Specialized Funds Van

ETFs
30.2K
+ 9.15%
$79.79 - $91.42 $2.41M - $2.76M
360K $32.1M
NKE
Nike, Inc.

Consumer Cyclical
6.65K
+ 2.91%
$53.27 - $72.04 $354K - $479K
235K $16.7M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
26.9K
+ 2.67%
$23.19 - $25.35 $624K - $682K
1.04M $26.3M
BAC
Bank Of America Corp

Financial Services
7.79K
+ 2.41%
$34.39 - $47.46 $268K - $370K
331K $15.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 300.0%
$725400.0 - $809350.0 $2.18M - $2.43M
4 $2.92M
APP
App Lovin Corp

Technology
5.18K
+ 207.24%
$219.37 - $417.89 $1.14M - $2.16M
7.68K $2.69M
FDX
Fedex Corp

Industrials
11.1K
+ 28.49%
$198.07 - $245.17 $2.21M - $2.73M
50.3K $11.4M
INQQ
Exchange Traded Concepts Tr In

ETFs
113K
New
$13.61 - $16.6 $1.54M - $1.88M
113K $1.88M
EOG
Eog Resources Inc

Energy
17.6K
+ 65.05%
$104.61 - $129.97 $1.84M - $2.29M
44.7K $5.34M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.87K
+ 2.23%
$57.41 - $74.81 $222K - $290K
178K $13.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
67.4K
New
$23.55 - $27.67 $1.59M - $1.86M
67.4K $1.86M
Activity Summary
Buys All Purchases 694 New Holdings 179 Increased Positions 515 Sells All Sells 374 Reductions 374 Sold out 0 Options Calls 3 Puts 3
Track This Portfolio

Track Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email