Evergreen Capital Management LLC Incresed Positions in Q4 2024

Evergreen Capital Management LLC

  • $2.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
626K
+ 170.08%
$50.62 - $50.97 $31.7M - $31.9M
994K $50.4M
GOOGL
Alphabet Inc.

Communication Services
50.4K
+ 32.62%
$161.86 - $196.66 $8.15M - $9.91M
205K $38.8M
GOOG
Alphabet Inc.

Communication Services
34.9K
+ 15.33%
$163.08 - $198.16 $5.68M - $6.91M
262K $50M
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 0.5%
$180.88 - $232.93 $217K - $279K
243K $53.2M
C
Citigroup Inc

Financial Services
112K
+ 772.77%
$61.31 - $72.5 $6.84M - $8.09M
126K $8.87M
AGNC
Agnc Investment Corp.

Real Estate
856K
+ 4964.44%
$9.21 - $10.59 $7.88M - $9.06M
873K $8.04M
TSLA
Tesla, Inc.

Consumer Cyclical
8.38K
+ 30.83%
$213.65 - $479.86 $1.79M - $4.02M
35.5K $14.4M
LXP
Lxp Industrial Trust

Real Estate
859K
+ 1993.29%
$8.12 - $9.89 $6.98M - $8.5M
902K $7.33M
AES
Aes Corp

Utilities
799K
+ 169.29%
$12.44 - $20.24 $9.94M - $16.2M
1.27M $16.4M
PCAR
Paccar Inc

Industrials
15.1K
+ 2.22%
$97.92 - $118.41 $1.47M - $1.78M
694K $72.2M
VTV
Vanguard Value ETF

ETFs
25.9K
+ 26.54%
$168.32 - $181.87 $4.36M - $4.71M
124K $20.9M
AVGO
Broadcom Inc.

Technology
313
+ 0.5%
$159.67 - $250.0 $50K - $78.3K
63.3K $14.7M
JPM
Jpmorgan Chase & CO

Financial Services
272
+ 0.22%
$205.18 - $250.29 $55.8K - $68.1K
125K $29.9M
PFE
Pfizer Inc

Healthcare
163K
+ 50.56%
$24.8 - $30.19 $4.05M - $4.93M
487K $12.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
750
+ 2.63%
$260.53 - $404.79 $195K - $304K
29.2K $11.2M
PPG
Ppg Industries Inc

Basic Materials
29.1K
+ 551.07%
$119.09 - $131.37 $3.47M - $3.83M
34.4K $4.11M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
31.9K
+ 46.27%
$104.52 - $115.08 $3.33M - $3.67M
101K $10.6M
MRK
Merck & Co., Inc.

Healthcare
41.9K
+ 60.41%
$96.31 - $114.76 $4.04M - $4.81M
111K $11.1M
IWS
Ishares Russell Midcap Value E

ETFs
24.3K
+ 37.04%
$128.08 - $140.32 $3.11M - $3.41M
89.9K $11.6M
CSCO
Cisco Systems, Inc.

Technology
7.01K
+ 2.11%
$52.45 - $60.02 $368K - $421K
339K $20.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
21.8K
+ 41.69%
$100.16 - $100.7 $2.18M - $2.2M
74.1K $7.43M
UBER
Uber Technologies, Inc

Technology
83.4K
+ 41.89%
$59.93 - $86.34 $5M - $7.2M
282K $17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
703
+ 0.89%
$172.07 - $207.36 $121K - $146K
80.1K $15.8M
DIS
Walt Disney CO

Communication Services
2.37K
+ 2.07%
$92.39 - $117.6 $219K - $279K
117K $13M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
741K
+ 25.94%
$4.35 - $5.09 $3.23M - $3.77M
3.6M $16.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3.03K
+ 362.87%
$701.85 - $1046.91 $2.13M - $3.17M
3.87K $2.75M
BAC
Bank Of America Corp

Financial Services
9.45K
+ 2.99%
$39.22 - $47.77 $371K - $452K
326K $14.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
22.9K
+ 8.15%
$65.67 - $69.79 $1.51M - $1.6M
304K $20.4M
SCHW
Schwab Charles Corp

Financial Services
164
+ 0.11%
$63.31 - $82.85 $10.4K - $13.6K
151K $11.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.02K
+ 1.33%
$77.25 - $91.3 $156K - $185K
154K $13.2M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
51.6K
+ 69.51%
$23.03 - $23.33 $1.19M - $1.2M
126K $2.91M
RH
Rh

Consumer Cyclical
304
+ 1.79%
$311.9 - $446.04 $94.8K - $136K
17.3K $6.82M
MU
Micron Technology Inc

Technology
19.4K
+ 65.87%
$84.16 - $113.41 $1.63M - $2.2M
48.9K $4.11M
V
Visa Inc.

Financial Services
4
+ 0.02%
$273.87 - $320.91 $1.1K - $1.28K
22.2K $7.01M
CMI
Cummins Inc

Industrials
859
+ 3.58%
$324.93 - $383.42 $279K - $329K
24.8K $8.65M
MCK
Mckesson Corp

Healthcare
396
+ 4.68%
$482.27 - $628.5 $191K - $249K
8.85K $5.04M
CTRA
Coterra Energy Inc.

Energy
11.9K
+ 3.49%
$22.71 - $27.63 $270K - $328K
352K $8.99M
MPLX
Mplx LP

Energy
642
+ 0.3%
$43.77 - $51.66 $28.1K - $33.2K
216K $10.3M
AMRK
A Mark Precious Metals, Inc.

Financial Services
75.5K
+ 92.57%
$25.35 - $44.68 $1.91M - $3.37M
157K $4.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.11%
$4100.99 - $5300.34 $4.1K - $5.3K
908 $4.51M
PANW
Palo Alto Networks Inc

Technology
32.4K
+ 99.2%
$181.96 - $405.9 $5.9M - $13.2M
65.1K $11.8M
WHR
Whirlpool Corp

Consumer Cyclical
2.62K
+ 5.67%
$99.28 - $124.45 $260K - $326K
48.9K $5.6M
LYB
Lyondell Basell Industries N.V.

Basic Materials
9.14K
+ 174.11%
$72.97 - $96.75 $667K - $884K
14.4K $1.07M
VGT
Vanguard Information Technolog

ETFs
38
+ 0.25%
$571.78 - $647.97 $21.7K - $24.6K
15.3K $9.54M
AI
C3.Ai, Inc.

Technology
37
+ 0.07%
$22.6 - $42.94 $836 - $1.59K
50.2K $1.73M
ZM
Zoom Video Communications, Inc.

Technology
215
+ 0.53%
$67.21 - $89.03 $14.5K - $19.1K
40.5K $3.3M
APP
App Lovin Corp

Technology
12
+ 0.48%
$130.67 - $401.5 $1.57K - $4.82K
2.5K $809K
SHOP
Shopify Inc.

Technology
1.15K
+ 9.77%
$78.14 - $119.49 $90.2K - $138K
13K $1.38M
F
Ford Motor CO

Consumer Cyclical
44K
+ 357.37%
$9.69 - $11.4 $426K - $502K
56.3K $557K
Activity Summary
Buys All Purchases 631 New Holdings 129 Increased Positions 502 Sells All Sells 339 Reductions 339 Sold out 0 Options Calls 0 Puts 0
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