Evergreen Capital Management LLC Incresed Positions in Q1 2025

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
CI
Cigna Corp

Healthcare
619
+ 18.02%
$274.49 - $329.0 $170K - $204K
4.05K $1.33M
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
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
MA
Mastercard Inc

Financial Services
288
+ 3.8%
$504.67 - $576.31 $145K - $166K
7.86K $4.31M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.29K
+ 29.73%
$56.12 - $68.15 $185K - $224K
14.3K $973K
TPL
Texas Pacific Land Corp

Energy
10
+ 0.75%
$1180.08 - $1431.01 $11.8K - $14.3K
1.35K $1.79M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.74K
+ 40.77%
$169.43 - $182.84 $295K - $319K
6.02K $1.04M
VHT
Vanguard Health Care ETF

ETFs
97
+ 0.4%
$254.06 - $273.83 $24.6K - $26.6K
24.4K $6.46M
VEA
Vanguard Ftse Developed Market

ETFs
2.76K
+ 5.45%
$47.4 - $52.99 $131K - $146K
53.5K $2.72M
DBL
Double Line Opportunistic Credit Fund

Financial Services
14.4K
+ 3.22%
$15.51 - $15.85 $223K - $228K
462K $7.23M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
4.26K
+ 12.57%
$33.37 - $38.01 $142K - $162K
38.2K $1.43M
NVS
Novartis Ag

Healthcare
252
+ 1.44%
$97.14 - $115.57 $24.5K - $29.1K
17.7K $1.98M
MMM
3 M CO

Industrials
191
+ 1.41%
$129.7 - $155.12 $24.8K - $29.6K
13.8K $2.02M
EWH
Ishares Msci Hong Kong ETF

ETFs
9.88K
+ 9.18%
$15.8 - $18.39 $156K - $182K
118K $2.06M
PGR
Progressive Corp

Financial Services
146
+ 2.87%
$235.61 - $291.22 $34.4K - $42.5K
5.23K $1.48M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.74K
+ 2.15%
$79.17 - $82.04 $137K - $142K
82.4K $6.74M
SNY
Sanofi

Healthcare
2.46K
+ 14.39%
$48.15 - $59.42 $118K - $146K
19.6K $1.08M
IEF
Ishares Barclays

ETFs
932
+ 1.81%
$91.17 - $95.39 $85K - $88.9K
52.4K $5M
WPM
Wheaton Precious Metals Corp.

Basic Materials
455
+ 4.92%
$55.75 - $77.63 $25.4K - $35.3K
9.71K $753K
ING
Ing Groep Nv

Financial Services
4.7K
+ 13.24%
$15.51 - $20.74 $72.9K - $97.5K
40.2K $787K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
297
+ 0.17%
$18.36 - $20.51 $5.45K - $6.09K
175K $3.47M
BK
Bank Of New York Mellon Corp

Financial Services
802
+ 3.63%
$75.42 - $88.95 $60.5K - $71.3K
22.9K $1.92M
SONY
Sony Group Corp

Technology
883
+ 1.87%
$19.88 - $25.64 $17.6K - $22.6K
48K $1.22M
MU
Micron Technology Inc

Technology
1.01K
+ 2.07%
$86.89 - $109.38 $87.8K - $111K
49.9K $4.34M
MDT
Medtronic PLC

Healthcare
964
+ 7.27%
$79.84 - $94.5 $77K - $91.1K
14.2K $1.28M
YUM
Yum Brands Inc

Consumer Cyclical
1.01K
+ 40.5%
$123.25 - $162.53 $125K - $165K
3.51K $552K
SPOT
Spotify Technology S.A.

Communication Services
214
+ 22.43%
$457.79 - $648.32 $98K - $139K
1.17K $642K
WFC
Wells Fargo & Company

Financial Services
2.41K
+ 8.86%
$66.78 - $81.42 $161K - $196K
29.6K $2.12M
WM
Waste Management Inc

Industrials
517
+ 16.36%
$200.54 - $233.78 $104K - $121K
3.68K $851K
AFL
Aflac Inc

Financial Services
424
+ 1.98%
$100.99 - $111.19 $42.8K - $47.1K
21.8K $2.43M
TIP
Ishares Tr Tips Bd ETF

ETFs
510
+ 1.5%
$106.22 - $111.09 $54.2K - $56.7K
34.5K $3.84M
PINS
Pinterest, Inc.

Communication Services
1.27K
+ 1.52%
$29.79 - $40.0 $38K - $51K
85.2K $2.64M
SLV
I Shares Silver Trust

ETFs
975
+ 2.59%
$26.93 - $31.32 $26.3K - $30.5K
38.7K $1.2M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.01K
+ 2.09%
$9.49 - $14.83 $9.59K - $15K
49.4K $673K
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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