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
AMGN
Amgen Inc

Healthcare
1.21K
+ 14.98%
$258.59 - $327.36 $314K - $397K
9.31K $2.9M
VZ
Verizon Communications Inc

Communication Services
13.4K
+ 50.35%
$37.81 - $46.49 $507K - $624K
40.1K $1.82M
XLE
Energy Sector Spdr

ETFs
1.4K
+ 1.9%
$85.7 - $93.96 $120K - $132K
75K $7.01M
T
At&T Inc.

Communication Services
2.71K
+ 2.48%
$21.56 - $28.28 $58.4K - $76.6K
112K $3.17M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.05K
+ 0.64%
$48.65 - $53.06 $51.1K - $55.8K
165K $8.56M
PM
Philip Morris International Inc.

Consumer Defensive
896
+ 6.52%
$117.15 - $158.79 $105K - $142K
14.6K $2.33M
PLTR
Palantir Technologies Inc.

Technology
4.65K
+ 15.47%
$64.98 - $124.62 $302K - $579K
34.7K $2.93M
NUE
Nucor Corp

Basic Materials
4.88K
+ 119.07%
$114.48 - $142.52 $559K - $696K
8.98K $1.08M
BTU
Peabody Energy Corp

Energy
43.5K
New
$12.48 - $20.86 $543K - $907K
43.5K $589K
WSBC
Wesbanco Inc

Financial Services
18.2K
New
$30.36 - $37.08 $554K - $676K
18.2K $564K
HOOD
Robinhood Markets, Inc.

Technology
8.23K
+ 24.9%
$35.63 - $65.28 $293K - $537K
41.3K $1.72M
ABT
Abbott Laboratories

Healthcare
1.06K
+ 6.25%
$111.1 - $140.22 $118K - $148K
18K $2.39M
SSB
South State Corp

Financial Services
5.08K
New
$89.4 - $108.33 $454K - $550K
5.08K $471K
CORT
Corcept Therapeutics Inc

Healthcare
265
+ 3.84%
$49.85 - $114.22 $13.2K - $30.3K
7.16K $817K
EWD
Ishares Inc Msci Sweden ETF

ETFs
4.23K
+ 6.89%
$37.28 - $45.14 $158K - $191K
65.6K $2.76M
NFLX
Netflix Inc

Communication Services
218
+ 3.42%
$828.4 - $1058.6 $181K - $231K
6.59K $6.14M
UMBF
Umb Financial Corp

Financial Services
4.49K
New
$98.0 - $122.56 $440K - $550K
4.49K $453K
RTX
Raytheon Technologies Corp

Industrials
937
+ 4.91%
$114.1 - $135.66 $107K - $127K
20K $2.65M
UNH
Unitedhealth Group Inc

Healthcare
222
+ 1.26%
$461.52 - $548.18 $102K - $122K
17.9K $9.36M
BIIB
Biogen Inc.

Healthcare
3.04K
New
$133.43 - $153.27 $406K - $466K
3.04K $416K
CI
Cigna Corp

Healthcare
619
+ 18.02%
$274.49 - $329.0 $170K - $204K
4.05K $1.33M
CME
Cme Group Inc.

Financial Services
173
+ 1.71%
$225.82 - $266.54 $39.1K - $46.1K
10.3K $2.74M
INTU
Intuit Inc

Technology
720
+ 16.69%
$555.63 - $630.23 $400K - $454K
5.03K $3.09M
TXN
Texas Instruments Inc

Technology
1.9K
+ 21.42%
N/A
10.8K $2.1M
HSBC
Hsbc Holdings PLC

Financial Services
3.81K
+ 19.99%
$48.68 - $61.58 $185K - $234K
22.8K $1.31M
KO
Coca Cola CO

Consumer Defensive
13
+ 0.03%
$60.81 - $72.32 $791 - $940
39.2K $2.81M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
12.3K
New
$25.2 - $68.74 $311K - $847K
12.3K $364K
SAN
Banco Santander, S.A.

Financial Services
23.4K
+ 24.24%
$4.46 - $7.14 $105K - $167K
120K $804K
GE
General Electric CO

Industrials
580
+ 8.26%
$168.59 - $212.13 $97.8K - $123K
7.61K $1.52M
IAU
Ishares Gold Trust

ETFs
250
+ 0.71%
$49.74 - $58.96 $12.4K - $14.7K
35.5K $2.09M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
259
+ 10.2%
$402.49 - $513.76 $104K - $133K
2.8K $1.36M
FOXA
Fox Corp

Communication Services
5.75K
New
$47.9 - $58.0 $276K - $334K
5.75K $325K
MA
Mastercard Inc

Financial Services
288
+ 3.8%
$504.67 - $576.31 $145K - $166K
7.86K $4.31M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.83K
New
$160.89 - $187.27 $294K - $343K
1.83K $316K
CWEN
Clearway Energy, Inc.

Utilities
10.4K
New
$24.63 - $30.42 $256K - $316K
10.4K $314K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.29K
+ 29.73%
$56.12 - $68.15 $185K - $224K
14.3K $973K
CPT
Camden Property Trust

Real Estate
2.53K
New
$109.16 - $125.53 $276K - $317K
2.53K $309K
SWKS
Skyworks Solutions, Inc.

Technology
4.75K
New
$64.12 - $93.96 $305K - $446K
4.75K $307K
TPL
Texas Pacific Land Corp

Energy
10
+ 0.75%
$1180.08 - $1431.01 $11.8K - $14.3K
1.35K $1.79M
ENTG
Entegris Inc

Technology
3.48K
New
$87.48 - $109.53 $305K - $381K
3.48K $304K
ED
Consolidated Edison Inc

Utilities
2.69K
New
$88.0 - $110.59 $237K - $298K
2.69K $297K
VHT
Vanguard Health Care ETF

ETFs
97
+ 0.4%
$254.06 - $273.83 $24.6K - $26.6K
24.4K $6.46M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.74K
+ 40.77%
$169.43 - $182.84 $295K - $319K
6.02K $1.04M
FFIV
F5, Inc.

Technology
1.1K
New
$251.75 - $310.6 $277K - $342K
1.1K $293K
EXC
Exelon Corp

Utilities
6.37K
New
$37.3 - $46.08 $238K - $294K
6.37K $293K
VEA
Vanguard Ftse Developed Market

ETFs
2.76K
+ 5.45%
$47.4 - $52.99 $131K - $146K
53.5K $2.72M
HUN
Huntsman Corp

Basic Materials
18.6K
New
$15.79 - $18.04 $293K - $335K
18.6K $292K
PHM
Pultegroup Inc

Consumer Cyclical
2.8K
New
$101.09 - $118.51 $283K - $331K
2.8K $287K
DBL
Double Line Opportunistic Credit Fund

Financial Services
14.4K
+ 3.22%
$15.51 - $15.85 $223K - $228K
462K $7.23M
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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