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
ELV
Elevance Health, Inc.

Healthcare
333
+ 37.63%
$365.9 - $436.25 $122K - $145K
1.22K $529K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
46
+ 8.26%
$1187.71 - $1432.58 $54.6K - $65.9K
603 $863K
AZN
Astrazeneca PLC

Healthcare
155
+ 0.66%
$65.37 - $77.96 $10.1K - $12.1K
23.7K $1.74M
KLAC
Kla Corp

Technology
237
+ 30.7%
$636.62 - $777.63 $151K - $184K
1.01K $685K
BSX
Boston Scientific Corp

Healthcare
1.21K
+ 19.11%
$89.38 - $106.18 $108K - $128K
7.54K $760K
IWD
Ishares Russell 1000 Val ETF

ETFs
950
+ 22.97%
$182.82 - $196.21 $174K - $186K
5.09K $956K
CL
Colgate Palmolive CO

Consumer Defensive
1.9K
+ 76.27%
$85.68 - $97.5 $163K - $186K
4.4K $412K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
6.77K
+ 11.72%
$24.97 - $27.91 $169K - $189K
64.6K $1.72M
DGRO
Ishares Core Dividend Growth E

ETFs
2.84K
+ 15.35%
$60.46 - $64.42 $172K - $183K
21.4K $1.32M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.5K
+ 11.99%
$67.08 - $76.14 $101K - $114K
14K $1.03M
ES
Eversource Energy

Utilities
2.28K
+ 28.89%
$55.63 - $63.8 $127K - $145K
10.2K $631K
AEP
American Electric Power CO Inc

Utilities
303
+ 3.57%
$90.32 - $109.27 $27.4K - $33.1K
8.78K $959K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
796
+ 0.92%
$11.66 - $14.98 $9.28K - $11.9K
87K $1.19M
MPW
Medical Properties Trust Inc

Real Estate
17.6K
+ 56.18%
$3.83 - $6.21 $67.5K - $110K
49K $295K
EWL
Ishares Inc Msci Switzerlnd

ETFs
1.33K
+ 7.87%
$45.85 - $53.59 $60.8K - $71K
18.2K $940K
EGP
Eastgroup Properties Inc

Real Estate
814
+ 60.25%
$155.63 - $187.46 $127K - $153K
2.17K $381K
STWD
Starwood Property Trust, Inc.

Real Estate
7.64K
+ 52.85%
$18.41 - $20.53 $141K - $157K
22.1K $436K
HLN
Haleon PLC

Healthcare
12.5K
+ 31.83%
$9.02 - $10.67 $113K - $134K
51.9K $534K
CTAS
Cintas Corp

Industrials
348
+ 9.82%
$182.09 - $208.14 $63.4K - $72.4K
3.89K $800K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.78K
+ 21.64%
$21.75 - $24.28 $191K - $213K
49.4K $1.09M
COOP
Mr. Cooper Group Inc.

Financial Services
173
+ 3.25%
$91.4 - $119.6 $15.8K - $20.7K
5.5K $658K
NNN
National Retail Properties, Inc.

Real Estate
2.71K
+ 16.03%
$38.0 - $43.19 $103K - $117K
19.6K $835K
NXPI
Nxp Semiconductors N.V.

Technology
913
+ 53.02%
$189.99 - $245.86 $173K - $224K
2.64K $500K
TRNO
Terreno Realty Corp

Real Estate
1.9K
+ 38.67%
$57.4 - $68.5 $109K - $130K
6.82K $431K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
2.14K
+ 16.4%
$17.16 - $25.25 $36.6K - $53.9K
15.2K $361K
KHC
Kraft Heinz CO

Consumer Defensive
4.67K
+ 63.64%
$28.51 - $32.22 $133K - $150K
12K $365K
DVN
Devon Energy Corp

Energy
2.38K
+ 21.58%
$33.15 - $38.55 $78.8K - $91.6K
13.4K $500K
PUK
Prudential PLC

Financial Services
2.81K
+ 20.03%
$14.54 - $21.92 $40.9K - $61.6K
16.8K $362K
LBRDK
Liberty Broadband Corp

Communication Services
593
+ 6.94%
$73.49 - $88.64 $43.6K - $52.6K
9.13K $776K
CRWD
Crowd Strike Holdings, Inc.

Technology
344
+ 29.73%
$308.86 - $455.36 $106K - $157K
1.5K $529K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
9.26K
+ 55.54%
$9.19 - $12.93 $85.1K - $120K
25.9K $289K
NOC
Northrop Grumman Corp

Industrials
189
+ 21.72%
$433.45 - $513.82 $81.9K - $97.1K
1.06K $542K
WMB
Williams Companies, Inc.

Energy
47
+ 0.2%
$54.02 - $61.09 $2.54K - $2.87K
23.1K $1.38M
DASH
Door Dash, Inc.

Communication Services
573
+ 32.69%
$168.37 - $213.38 $96.5K - $122K
2.33K $425K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
25.9K
+ 4.76%
$3.92 - $4.13 $102K - $107K
571K $2.27M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.49K
+ 26.4%
$54.27 - $63.81 $80.8K - $95K
7.13K $454K
UNM
Unum Group

Financial Services
292
+ 2.33%
$71.8 - $83.34 $21K - $24.3K
12.8K $1.05M
PAYX
Paychex Inc

Industrials
233
+ 3.55%
$136.06 - $154.52 $31.7K - $36K
6.79K $1.05M
XYL
Xylem Inc.

Industrials
913
+ 16.35%
$114.02 - $132.04 $104K - $121K
6.5K $776K
MCHP
Microchip Technology Inc

Technology
3.32K
+ 91.12%
$48.41 - $64.3 $161K - $213K
6.96K $336K
ZTS
Zoetis Inc.

Healthcare
749
+ 31.78%
$156.48 - $175.67 $117K - $132K
3.11K $511K
KMB
Kimberly Clark Corp

Consumer Defensive
523
+ 11.26%
$124.46 - $147.4 $65.1K - $77.1K
5.17K $734K
ROP
Roper Technologies Inc

Industrials
143
+ 25.49%
$502.71 - $593.81 $71.9K - $84.9K
704 $415K
JCI
Johnson Controls International PLC

Industrials
1.42K
+ 20.5%
$76.12 - $90.6 $108K - $129K
8.36K $670K
ORI
Old Republic International Corp

Financial Services
1.24K
+ 5.04%
$33.46 - $39.22 $41.4K - $48.6K
25.8K $1.01M
EVRG
Evergy, Inc.

Utilities
973
+ 12.74%
$59.9 - $69.52 $58.3K - $67.6K
8.61K $593K
AZO
Autozone Inc

Consumer Cyclical
13
+ 10.74%
$3193.96 - $3828.11 $41.5K - $49.8K
134 $510K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.72K
+ 19.82%
$114.9 - $139.6 $198K - $240K
10.4K $1.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
255
+ 1.55%
$74.85 - $84.89 $19.1K - $21.6K
16.7K $1.36M
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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