Evergreen Capital Management LLC Sells in Q2 2025

Evergreen Capital Management LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LYB
Lyondell Basell Industries N.V.

Basic Materials
-176K
- 96.56%
$53.23 - $70.65 $9.38M - $12.5M
6.28K $363K
BDX
Becton Dickinson & CO

Healthcare
-42K
- 87.73%
$165.15 - $226.42 $6.94M - $9.52M
5.88K $1.01M
LMT
Lockheed Martin Corp

Industrials
-18K
- 84.82%
$430.82 - $486.45 $7.76M - $8.76M
3.22K $1.49M
AAPL
Apple Inc.

Technology
-2.43K
- 0.69%
$172.42 - $223.89 $418K - $543K
347K $71.2M
HPQ
Hp Inc

Technology
-213K
- 95.26%
$21.88 - $29.32 $4.65M - $6.23M
10.6K $258K
GBIL
Goldman Sachs Access Treasury

ETFs
-41.3K
- 33.76%
$99.83 - $100.19 $4.13M - $4.14M
81.1K $8.12M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-380K
- 93.34%
$9.86 - $10.92 $3.74M - $4.15M
27.1K $295K
APD
Air Products & Chemicals, Inc.

Basic Materials
-13.5K
- 87.06%
$248.61 - $294.96 $3.37M - $3.99M
2.01K $567K
UNH
Unitedhealth Group Inc

Healthcare
-729
- 4.08%
$274.35 - $599.47 $200K - $437K
17.1K $5.35M
CHE
Chemed Corp

Healthcare
-3.98K
- 27.79%
$486.93 - $619.21 $1.94M - $2.47M
10.3K $5.04M
EBAY
Ebay Inc

Consumer Cyclical
-55.8K
- 51.69%
$59.52 - $79.36 $3.32M - $4.43M
52.2K $3.89M
VUG
Vanguard Growth ETF

ETFs
-19.2K
- 24.94%
$329.49 - $438.4 $6.34M - $8.43M
57.9K $25.4M
ZM
Zoom Video Communications, Inc.

Technology
-35K
- 85.68%
$66.7 - $84.62 $2.34M - $2.97M
5.86K $456K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-88.2K
- 9.45%
$29.07 - $29.38 $2.56M - $2.59M
845K $24.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-9.28K
- 12.52%
$99.37 - $134.05 $923K - $1.24M
64.9K $7.36M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-551K
- 96.46%
$3.55 - $4.0 $1.96M - $2.2M
20.2K $80K
AMT
American Tower Corp

Real Estate
-10.3K
- 26.0%
$203.96 - $228.19 $2.11M - $2.36M
29.4K $6.5M
IXC
Ishares Tr Global Energy ETF

ETFs
-11.3K
- 1.86%
$34.69 - $42.32 $392K - $478K
597K $23.4M
CVX
Chevron Corp

Energy
-7.41K
- 18.42%
$133.73 - $168.51 $991K - $1.25M
32.8K $4.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-33.2K
- 3.4%
$49.79 - $50.75 $1.66M - $1.69M
945K $47.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-32.7K
- 24.37%
$58.41 - $72.69 $1.91M - $2.37M
101K $7.37M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-390
- 1.39%
$225.56 - $335.19 $88K - $131K
27.7K $6.57M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-25.8K
- 28.19%
$45.2 - $46.6 $1.16M - $1.2M
65.6K $3.04M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-10.8K
- 27.88%
$83.8 - $101.39 $901K - $1.09M
27.8K $2.82M
GLD
Spdr Gold Trust

ETFs
-3.83K
- 23.68%
$273.71 - $316.29 $1.05M - $1.21M
12.4K $3.77M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-15.2K
- 4.37%
$46.79 - $48.56 $713K - $740K
333K $16.1M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
-15.8K
- 25.1%
$61.48 - $65.6 $970K - $1.03M
47.1K $3.01M
DOCU
Docusign, Inc.

Technology
-1.1K
- 0.59%
$70.35 - $93.84 $77.4K - $103K
186K $14.5M
VHT
Vanguard Health Care ETF

ETFs
-1.23K
- 5.05%
$236.71 - $261.92 $291K - $322K
23.2K $5.75M
TXN
Texas Instruments Inc

Technology
-3.62K
- 33.57%
N/A
7.17K $1.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-8.73K
- 2.43%
$82.21 - $83.12 $717K - $725K
350K $29M
INMD
In Mode Ltd.

Healthcare
-3.84K
- 2.12%
$13.28 - $18.1 $51K - $69.5K
177K $2.56M
LLY
Eli Lilly & CO

Healthcare
-247
- 2.68%
$713.71 - $898.95 $176K - $222K
8.96K $6.99M
BSM
Black Stone Minerals, L.P.

Energy
-2.91K
- 1.11%
$12.78 - $15.36 $37.2K - $44.7K
260K $3.4M
BMY
Bristol Myers Squibb CO

Healthcare
-287
- 0.72%
$44.12 - $59.6 $12.7K - $17.1K
39.8K $1.84M
AMGN
Amgen Inc

Healthcare
-1.03K
- 11.08%
$262.28 - $309.85 $271K - $320K
8.28K $2.31M
EWW
Ishares Inc Msci Mexico ETF

ETFs
-9.77K
- 16.53%
N/A
49.3K $2.81M
NEM
Newmont Corp

Basic Materials
-23.1K
- 27.43%
$44.18 - $59.46 $1.02M - $1.37M
61K $3.55M
TPL
Texas Pacific Land Corp

Energy
-123
- 9.1%
$1036.28 - $1430.55 $127K - $176K
1.23K $1.3M
AMRK
A Mark Precious Metals, Inc.

Financial Services
-1.16K
- 0.84%
$19.73 - $25.27 $23K - $29.4K
138K $3.06M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-10.3K
- 66.04%
$40.79 - $50.93 $420K - $525K
5.3K $269K
MCD
Mcdonalds Corp

Consumer Cyclical
-746
- 6.79%
$285.55 - $321.23 $213K - $240K
10.2K $2.99M
IBB
Ishares Biotechnology ETF

ETFs
-3.12K
- 10.86%
$112.02 - $129.0 $350K - $403K
25.6K $3.24M
AM
Antero Midstream Corp

Energy
-39.6K
- 11.61%
$15.88 - $18.99 $628K - $752K
301K $5.71M
WES
Western Midstream Partners, LP

Energy
-350
- 0.2%
$34.99 - $41.61 $12.2K - $14.6K
176K $6.82M
SII
Sprott Inc.

Financial Services
-12.7K
- 61.87%
$39.51 - $69.09 $503K - $879K
7.84K $541K
BP
Bp PLC

Energy
-3.2K
- 4.6%
$26.11 - $33.81 $83.6K - $108K
66.4K $1.99M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-201
- 6.76%
$390.26 - $489.06 $78.4K - $98.3K
2.77K $1.12M
PRU
Prudential Financial Inc

Financial Services
-1.8K
- 4.98%
$95.12 - $112.71 $171K - $203K
34.4K $3.69M
Activity Summary
Buys All Purchases 694 New Holdings 179 Increased Positions 515 Sells All Sells 374 Reductions 374 Sold out 0 Options Calls 3 Puts 3
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