Evergreen Capital Management LLC Incresed Positions in Q3 2024

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
22.4K
+ 6.51%
$24.46 - $27.82 $549K - $624K
367K $10.1M
EWH
Ishares Msci Hong Kong ETF

ETFs
49.5K
+ 77.7%
$14.94 - $18.73 $739K - $926K
113K $2.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.8K
+ 116.7%
$61.11 - $67.85 $964K - $1.07M
29.3K $1.99M
AVGO
Broadcom Inc.

Technology
56.9K
+ 933.04%
$136.27 - $1745.86 $7.75M - $99.3M
62.9K $10.9M
ENB
Enbridge Inc

Energy
13.7K
+ 13.21%
$35.27 - $41.18 $482K - $562K
117K $4.75M
CB
Chubb LTD

Financial Services
297
+ 1.01%
$252.51 - $292.2 $75K - $86.8K
29.7K $8.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
659
+ 2.57%
$475.2 - $527.7 $313K - $348K
26.3K $13.9M
CHE
Chemed Corp

Healthcare
320
+ 2.22%
$527.82 - $600.97 $169K - $192K
14.7K $8.84M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.41K
+ 1.03%
$81.31 - $83.29 $359K - $367K
432K $35.9M
NEM
Newmont Corp

Basic Materials
2.84K
+ 3.88%
$41.65 - $55.85 $118K - $159K
76K $4.06M
VB
Vanguard Small Cap ETF

ETFs
998
+ 2.63%
$214.77 - $237.72 $214K - $237K
39K $9.25M
IWS
Ishares Russell Midcap Value E

ETFs
1.33K
+ 2.07%
$119.52 - $132.25 $159K - $176K
65.6K $8.68M
PM
Philip Morris International Inc.

Consumer Defensive
6.03K
+ 75.5%
$101.25 - $127.45 $611K - $769K
14K $1.7M
CRM
Salesforce, Inc.

Technology
1.73K
+ 7.23%
$238.42 - $276.53 $412K - $478K
25.6K $7.01M
OKE
Oneok Inc

Energy
817
+ 1.0%
$78.62 - $95.27 $64.2K - $77.8K
82.9K $7.55M
MO
Altria Group, Inc.

Consumer Defensive
14.2K
+ 66.59%
$45.95 - $54.71 $651K - $775K
35.4K $1.81M
IWM
Ishares Russell 2000 ETF

ETFs
1.19K
+ 3.96%
$200.87 - $224.6 $240K - $268K
31.3K $6.92M
RODM
Hartford Multifactor Developed

ETFs
8.55K
+ 4.77%
$27.35 - $30.82 $234K - $264K
188K $5.73M
VEEV
Veeva Systems Inc

Healthcare
827
+ 3.73%
$180.43 - $223.9 $149K - $185K
23K $4.82M
APD
Air Products & Chemicals, Inc.

Basic Materials
628
+ 4.36%
$247.34 - $300.11 $155K - $188K
15K $4.47M
UDR
Udr, Inc.

Real Estate
6.15K
+ 5.41%
$39.96 - $47.13 $246K - $290K
120K $5.43M
LLY
Eli Lilly & CO

Healthcare
1.06K
+ 10.43%
$772.14 - $960.02 $821K - $1.02M
11.3K $9.97M
RWR
Spdr Dow Jones Reit ETF

ETFs
1.3K
+ 3.22%
$92.36 - $108.47 $120K - $141K
41.6K $4.44M
SYY
Sysco Corp

Consumer Defensive
3.5K
+ 5.73%
$69.16 - $78.98 $242K - $276K
64.6K $5.04M
SBUX
Starbucks Corp

Consumer Cyclical
3.11K
+ 16.5%
$72.51 - $98.6 $226K - $307K
22K $2.14M
MCD
Mcdonalds Corp

Consumer Cyclical
210
+ 1.73%
$245.82 - $304.51 $51.6K - $63.9K
12.3K $3.75M
MA
Mastercard Inc

Financial Services
442
+ 5.33%
$429.6 - $500.99 $190K - $221K
8.73K $4.31M
IVW
Ishares S&P 500 Growth ETF

ETFs
831
+ 0.46%
$84.77 - $97.13 $70.4K - $80.7K
180K $17.2M
MCO
Moodys Corp

Financial Services
1.13K
+ 61.63%
$421.49 - $494.67 $478K - $561K
2.97K $1.41M
WMT
Walmart Inc.

Consumer Defensive
541
+ 1.21%
$66.91 - $81.4 $36.2K - $44K
45.1K $3.64M
SPMD
Spdr Portfolio

ETFs
10K
+ 50.46%
$50.29 - $54.92 $503K - $549K
29.8K $1.63M
TRP
Tc Energy Corp

Energy
3.39K
+ 7.46%
$37.48 - $47.9 $127K - $162K
48.8K $2.32M
CCI
Crown Castle International Corp

Real Estate
3.86K
+ 60.59%
$95.29 - $120.24 $368K - $464K
10.2K $1.21M
BMY
Bristol Myers Squibb CO

Healthcare
4.38K
+ 12.48%
$39.66 - $51.75 $174K - $227K
39.5K $2.04M
PLD
Prologis, Inc.

Real Estate
2.6K
+ 14.47%
$111.95 - $132.43 $291K - $344K
20.5K $2.59M
MCHI
Ishares Msci China ETF

ETFs
1.45K
+ 2.6%
$40.43 - $50.98 $58.7K - $74K
57.4K $2.92M
SPG
Simon Property Group Inc

Real Estate
3.08K
+ 148.46%
$146.09 - $170.11 $450K - $524K
5.15K $870K
WHR
Whirlpool Corp

Consumer Cyclical
3K
+ 6.93%
$90.25 - $112.34 $271K - $337K
46.3K $4.95M
VO
Vanguard Mid Cap ETF

ETFs
1.56K
+ 32.64%
$237.84 - $263.83 $372K - $412K
6.35K $1.67M
XOM
Exxon Mobil Corp

Energy
3.11K
+ 5.42%
$109.72 - $119.0 $341K - $370K
60.5K $7.09M
MMM
3 M CO

Industrials
33
+ 0.24%
$99.69 - $139.42 $3.29K - $4.6K
13.9K $1.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.93K
+ 9.34%
$79.92 - $88.19 $234K - $258K
34.3K $3.02M
SAP
Sap Se

Technology
1.08K
+ 12.87%
$197.21 - $231.0 $213K - $249K
9.47K $2.17M
BDX
Becton Dickinson & CO

Healthcare
470
+ 0.96%
$221.47 - $242.41 $104K - $114K
49.5K $11.9M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
4.66K
+ 0.7%
$17.93 - $18.61 $83.6K - $86.8K
667K $12.4M
MPLX
Mplx LP

Energy
1.15K
+ 0.54%
$40.44 - $45.07 $46.4K - $51.7K
215K $9.57M
ACN
Accenture PLC

Technology
296
+ 4.54%
$295.44 - $355.81 $87.5K - $105K
6.81K $2.41M
AXP
American Express CO

Financial Services
252
+ 2.76%
$225.92 - $271.17 $56.9K - $68.3K
9.39K $2.55M
DGRO
Ishares Core Dividend Growth E

ETFs
6.3K
+ 91.85%
$57.47 - $62.76 $362K - $395K
13.2K $824K
Activity Summary
Buys All Purchases 626 New Holdings 132 Increased Positions 494 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 1 Puts 0
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