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
ANSS
Ansys Inc

Technology
123
+ 10.33%
$316.56 - $360.36 $38.9K - $44.3K
1.31K $415K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
65
+ 0.34%
$27.01 - $28.54 $1.76K - $1.86K
19K $532K
FISV
Fiserv Inc

Technology
117
+ 2.09%
N/A
5.71K $714K
MET
Metlife Inc

Financial Services
356
+ 3.51%
$77.7 - $87.0 $27.7K - $31K
10.5K $844K
TGB
Taseko Mines LTD

Basic Materials
714
+ 1.86%
$1.83 - $2.52 $1.31K - $1.8K
39K $87K
MS
Morgan Stanley

Financial Services
535
+ 9.85%
$111.68 - $141.08 $59.7K - $75.5K
5.96K $695K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
509
+ 5.65%
$33.28 - $36.41 $16.9K - $18.5K
9.52K $325K
ELS
Equity Lifestyle Properties Inc

Real Estate
168
+ 5.03%
$64.36 - $69.32 $10.8K - $11.6K
3.51K $234K
CCS
Century Communities, Inc.

Consumer Cyclical
448
+ 15.17%
$66.87 - $78.83 $30K - $35.3K
3.4K $228K
PSO
Pearson PLC

Communication Services
816
+ 4.32%
$15.45 - $17.75 $12.6K - $14.5K
19.7K $315K
MSTR
Microstrategy Inc

Technology
46
+ 2.4%
$239.27 - $396.5 $11K - $18.2K
1.97K $566K
HOMB
Home Bancshares Inc

Financial Services
341
+ 4.81%
$27.23 - $31.23 $9.29K - $10.6K
7.43K $210K
BXP
Boston Properties Inc

Real Estate
534
+ 14.77%
$63.97 - $74.91 $34.2K - $40K
4.15K $278K
RPM
Rpm International Inc

Basic Materials
230
+ 9.91%
$114.03 - $128.31 $26.2K - $29.5K
2.55K $295K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
314
+ 8.38%
$92.51 - $102.81 $29K - $32.3K
4.06K $375K
LOGI
Logitech International S.A.

Technology
27
+ 0.75%
$81.64 - $105.06 $2.2K - $2.84K
3.61K $304K
AXON
Axon Enterprise, Inc.

Industrials
60
+ 17.75%
$496.65 - $710.01 $29.8K - $42.6K
398 $209K
RJF
Raymond James Financial Inc

Financial Services
217
+ 16.18%
$137.62 - $172.64 $29.9K - $37.5K
1.56K $216K
FLO
Flowers Foods Inc

Consumer Defensive
1.34K
+ 12.15%
$18.05 - $20.78 $24.2K - $27.8K
12.4K $235K
VFH
Vanguard Financial ETF

ETFs
5
+ 0.1%
$114.07 - $127.34 $570 - $637
5.09K $608K
OZK
Bank Ozk

Financial Services
310
+ 6.29%
$41.71 - $53.1 $12.9K - $16.5K
5.24K $227K
GATX
Gatx Corp

Industrials
42
+ 3.2%
$149.94 - $167.38 $6.3K - $7.03K
1.35K $210K
NU
Nu Holdings Ltd.

Financial Services
876
+ 4.15%
$10.12 - $13.95 $8.87K - $12.2K
22K $225K
HTBK
Heritage Commerce Corp

Financial Services
282
+ 0.96%
$8.75 - $10.75 $2.47K - $3.03K
29.6K $282K
AMCR
Amcor PLC

Consumer Cyclical
329
+ 2.73%
$9.33 - $10.39 $3.07K - $3.42K
12.4K $120K
SLF
Sun Life Financial Inc

Financial Services
357
+ 5.06%
$54.05 - $59.19 $19.3K - $21.1K
7.42K $424K
ONB
Old National Bancorp

Financial Services
553
+ 4.59%
$20.11 - $24.45 $11.1K - $13.5K
12.6K $267K
UFPI
Ufp Industries Inc

Basic Materials
220
+ 7.18%
$103.91 - $118.67 $22.9K - $26.1K
3.29K $351K
SPG
Simon Property Group Inc

Real Estate
214
+ 4.32%
$159.48 - $187.78 $34.1K - $40.2K
5.17K $858K
MSCI
Msci Inc.

Financial Services
35
+ 8.01%
$541.46 - $628.34 $19K - $22K
472 $266K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
22
+ 0.59%
$91.45 - $91.75 $2.01K - $2.02K
3.77K $346K
RMBS
Rambus Inc

Technology
234
+ 3.3%
$51.55 - $68.59 $12.1K - $16.1K
7.33K $379K
FICO
Fair Isaac Corp

Technology
23
+ 8.71%
$1695.35 - $2030.47 $39K - $46.7K
287 $529K
SNX
Td Synnex Corp

Technology
247
+ 14.44%
$103.96 - $144.69 $25.7K - $35.7K
1.96K $203K
POWL
Powell Industries Inc

Industrials
312
+ 31.9%
$155.56 - $311.38 $48.5K - $97.2K
1.29K $219K
NRZ
New Residential Investment Corp.

Real Estate
227
+ 1.03%
N/A
22.3K $162K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
2.01K
+ 17.35%
$8.5 - $11.33 $17.1K - $22.8K
13.6K $122K
WMT
Walmart Inc.

Consumer Defensive
1.29K
+ 2.93%
$84.5 - $105.05 $109K - $136K
45.4K $3.98M
YELP
Yelp Inc

Communication Services
290
+ 4.83%
$33.6 - $41.25 $9.74K - $12K
6.3K $233K
PEAK
Healthpeak Properties, Inc.

Real Estate
57
+ 0.23%
N/A
25.4K $481K
Blackrock ETF Trust Ii
26.2K
+ 4.41%
N/A
620K $0
Sinclair Inc
68
+ 0.65%
N/A
10.5K $0
Siriusxm Holdings Inc
1.77K
+ 5.96%
N/A
31.5K $0
Atlas Energy Solutions Inc
69.2K
+ 7.43%
N/A
1M $0
Doubleline ETF Trust
314K
+ 123.77%
N/A
569K $0
Bunge Global Sa
20.9K
+ 63.02%
N/A
54K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
91.3K
+ 196.42%
N/A
138K $0
Ishares Bitcoin Trust ETF
228
+ 1.27%
N/A
18.2K $0
Ge Vernova Inc
208
+ 11.02%
N/A
2.1K $0
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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