Evergreen Advisors
Latest statistics and disclosures from Evergreen Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHB, SCHF, VCIT, SCHD, VGIT, and represent 82.63% of Evergreen Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHB, VCIT, VMBS, VGIT, SCHD, VTEB, SCHV, IJR, SCHF, VIG.
- Started 144 new stock positions in BKNG, PGR, T, BTBT, LUV, CBRL, MHK, PFE, FAST, KO.
- Reduced shares in these 4 stocks: SCYB, SPY, VTI, AAPL.
- Evergreen Advisors was a net buyer of stock by $17M.
- Evergreen Advisors has $426M in assets under management (AUM), dropping by 3.84%.
- Central Index Key (CIK): 0001762294
Tip: Access up to 7 years of quarterly data
Positions held by Evergreen Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 168 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 37.0 | $158M | 6.3M | 25.10 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 14.4 | $61M | 2.5M | 24.75 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 12.0 | $51M | +5% | 615k | 82.75 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 11.2 | $48M | +2% | 1.6M | 30.68 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 8.1 | $35M | +3% | 581k | 59.55 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.6 | $33M | +4% | 693k | 46.95 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.3 | $23M | +2% | 183k | 124.31 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $3.0M | -10% | 4.6k | 650.34 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.5M | +18% | 6.9k | 215.06 |
|
| Apple (AAPL) | 0.3 | $1.1M | 4.2k | 253.79 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.0M | NEW | 20k | 49.89 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $882k | 4.1k | 213.67 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $854k | 2.7k | 320.80 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $804k | 8.1k | 99.27 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $738k | 9.8k | 75.10 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $698k | NEW | 23k | 30.50 |
|
| Broadcom (AVGO) | 0.1 | $544k | 1.8k | 309.51 |
|
|
| Smartfinancial Com New (SMBK) | 0.1 | $463k | 12k | 39.08 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $343k | +21% | 2.0k | 174.40 |
|
| Lowe's Companies (LOW) | 0.1 | $333k | +44% | 1.4k | 236.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $296k | +31% | 1.0k | 287.56 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $235k | 898.00 | 261.96 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $218k | 499.00 | 437.00 |
|
|
| Microsoft Corporation (MSFT) | 0.0 | $211k | +9% | 571.00 | 370.17 |
|
| Home Depot (HD) | 0.0 | $204k | NEW | 620.00 | 328.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $190k | NEW | 396.00 | 479.20 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $188k | 1.0k | 181.42 |
|
|
| Amazon (AMZN) | 0.0 | $170k | NEW | 818.00 | 208.27 |
|
| Wal-Mart Stores (WMT) | 0.0 | $160k | NEW | 1.3k | 124.28 |
|
| Chevron Corporation (CVX) | 0.0 | $149k | NEW | 720.00 | 206.91 |
|
| Caterpillar (CAT) | 0.0 | $149k | NEW | 210.00 | 709.32 |
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $138k | NEW | 1.6k | 86.13 |
|
| PNC Financial Services (PNC) | 0.0 | $137k | NEW | 660.00 | 208.09 |
|
| Ge Aerospace Com New (GE) | 0.0 | $135k | NEW | 476.00 | 283.79 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $129k | NEW | 439.00 | 294.16 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $118k | NEW | 128.00 | 919.77 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $117k | NEW | 800.00 | 146.28 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $115k | NEW | 269.00 | 426.40 |
|
| Oracle Corporation (ORCL) | 0.0 | $111k | NEW | 751.00 | 147.11 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $103k | NEW | 692.00 | 148.07 |
|
| Intel Corporation (INTC) | 0.0 | $102k | NEW | 2.3k | 44.13 |
|
| Ge Vernova (GEV) | 0.0 | $100k | NEW | 115.00 | 872.90 |
|
| Mohawk Industries (MHK) | 0.0 | $99k | NEW | 1.0k | 98.46 |
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $93k | NEW | 2.9k | 31.48 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $91k | NEW | 268.00 | 337.95 |
|
| Johnson & Johnson (JNJ) | 0.0 | $90k | NEW | 367.00 | 244.15 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $88k | NEW | 305.00 | 286.86 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $83k | NEW | 127.00 | 653.21 |
|
| Citigroup Com New (C) | 0.0 | $81k | NEW | 712.00 | 113.41 |
|
| Bill Com Holdings Ord (BILL) | 0.0 | $77k | NEW | 2.0k | 38.30 |
|
| Unum (UNM) | 0.0 | $73k | NEW | 1.0k | 73.03 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $68k | NEW | 451.00 | 151.41 |
|
| Advanced Micro Devices (AMD) | 0.0 | $67k | NEW | 331.00 | 203.43 |
|
| Tesla Motors (TSLA) | 0.0 | $57k | NEW | 153.00 | 371.75 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $56k | NEW | 599.00 | 93.98 |
|
| FedEx Corporation (FDX) | 0.0 | $55k | NEW | 155.00 | 356.18 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $55k | NEW | 55.00 | 996.44 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $54k | NEW | 3.6k | 15.02 |
|
| Norfolk Southern (NSC) | 0.0 | $54k | NEW | 188.00 | 286.72 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $53k | NEW | 366.00 | 145.94 |
|
| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.0 | $52k | -91% | 2.0k | 26.00 |
|
| Applied Materials (AMAT) | 0.0 | $52k | NEW | 151.00 | 341.79 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $50k | NEW | 534.00 | 92.69 |
|
| Goldman Sachs (GS) | 0.0 | $47k | NEW | 55.00 | 845.98 |
|
| Philip Morris International (PM) | 0.0 | $46k | NEW | 280.00 | 165.34 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $45k | NEW | 1.8k | 25.65 |
|
| Visa Com Cl A (V) | 0.0 | $44k | NEW | 145.00 | 302.24 |
|
| Merck & Co (MRK) | 0.0 | $43k | NEW | 359.00 | 120.29 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $43k | NEW | 390.00 | 110.39 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $42k | NEW | 347.00 | 120.68 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $40k | NEW | 205.00 | 195.75 |
|
| Booking Holdings (BKNG) | 0.0 | $38k | NEW | 9.00 | 4210.33 |
|
| Amgen (AMGN) | 0.0 | $37k | NEW | 105.00 | 351.60 |
|
| Procter & Gamble Company (PG) | 0.0 | $37k | NEW | 253.00 | 144.44 |
|
| ConocoPhillips (COP) | 0.0 | $36k | NEW | 276.00 | 132.00 |
|
| Arrow Electronics (ARW) | 0.0 | $36k | NEW | 254.00 | 143.41 |
|
| TJX Companies (TJX) | 0.0 | $36k | NEW | 225.00 | 159.70 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $36k | NEW | 272.00 | 130.94 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $35k | NEW | 75.00 | 460.99 |
|
| UnitedHealth (UNH) | 0.0 | $33k | NEW | 123.00 | 270.59 |
|
| American Express Company (AXP) | 0.0 | $33k | NEW | 109.00 | 301.68 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $31k | NEW | 162.00 | 193.02 |
|
| AFLAC Incorporated (AFL) | 0.0 | $29k | NEW | 266.00 | 109.71 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $29k | NEW | 922.00 | 30.98 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $28k | NEW | 1.1k | 26.05 |
|
| SLB Com Stk (SLB) | 0.0 | $27k | NEW | 515.00 | 51.44 |
|
| General Motors Company (GM) | 0.0 | $26k | NEW | 355.00 | 74.50 |
|
| Fastenal Company (FAST) | 0.0 | $26k | NEW | 570.00 | 46.40 |
|
| Pepsi (PEP) | 0.0 | $25k | NEW | 161.00 | 155.29 |
|
| Dollar General (DG) | 0.0 | $25k | NEW | 209.00 | 118.73 |
|
| Southern Company (SO) | 0.0 | $25k | NEW | 255.00 | 96.67 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $24k | NEW | 115.00 | 211.15 |
|
| Walt Disney Company (DIS) | 0.0 | $24k | NEW | 249.00 | 96.46 |
|
| Progressive Corporation (PGR) | 0.0 | $24k | NEW | 120.00 | 198.24 |
|
| Capital One Financial (COF) | 0.0 | $24k | NEW | 129.00 | 182.43 |
|
| Meta Platforms Cl A (META) | 0.0 | $22k | NEW | 39.00 | 572.13 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $21k | NEW | 725.00 | 29.11 |
|
| Automatic Data Processing (ADP) | 0.0 | $20k | NEW | 100.00 | 203.18 |
|
| Verizon Communications (VZ) | 0.0 | $19k | NEW | 381.00 | 50.25 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $19k | NEW | 86.00 | 216.58 |
|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.0 | $19k | NEW | 148.00 | 125.18 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $18k | NEW | 87.00 | 208.26 |
|
| Starbucks Corporation (SBUX) | 0.0 | $18k | NEW | 197.00 | 89.37 |
|
| At&t (T) | 0.0 | $17k | NEW | 576.00 | 28.97 |
|
| Southwest Airlines (LUV) | 0.0 | $17k | NEW | 439.00 | 37.61 |
|
| Coca-Cola Company (KO) | 0.0 | $16k | NEW | 216.00 | 76.05 |
|
| First Tr Exchange-traded Indls Prod Dur (FXR) | 0.0 | $15k | NEW | 189.00 | 81.71 |
|
| Halliburton Company (HAL) | 0.0 | $15k | NEW | 396.00 | 38.99 |
|
| Fiserv (FISV) | 0.0 | $15k | NEW | 270.00 | 55.80 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $15k | NEW | 214.00 | 70.26 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $15k | NEW | 49.00 | 300.27 |
|
| Emerson Electric (EMR) | 0.0 | $15k | NEW | 112.00 | 131.02 |
|
| Phillips 66 (PSX) | 0.0 | $14k | NEW | 78.00 | 182.18 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $12k | NEW | 202.00 | 61.34 |
|
| Riot Blockchain (RIOT) | 0.0 | $12k | NEW | 1.0k | 12.36 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $11k | NEW | 156.00 | 71.05 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $10k | NEW | 400.00 | 25.88 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $10k | NEW | 361.00 | 27.89 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $9.3k | NEW | 95.00 | 97.86 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $8.9k | NEW | 139.00 | 64.17 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $8.5k | NEW | 122.00 | 70.02 |
|
| Pfizer (PFE) | 0.0 | $8.5k | NEW | 302.00 | 28.06 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $8.5k | NEW | 135.00 | 62.67 |
|
| Marathon Digital Holdings In (MARA) | 0.0 | $8.2k | NEW | 1.0k | 8.16 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) | 0.0 | $7.4k | NEW | 121.00 | 60.79 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $7.2k | NEW | 107.00 | 67.59 |
|
| Capri Holdings SHS (CPRI) | 0.0 | $7.0k | NEW | 400.00 | 17.62 |
|
| Anthem (ELV) | 0.0 | $6.7k | NEW | 23.00 | 292.74 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $6.0k | NEW | 107.00 | 56.18 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $5.9k | NEW | 100.00 | 59.40 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $5.8k | NEW | 111.00 | 52.15 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $5.5k | NEW | 63.00 | 86.78 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $5.2k | NEW | 113.00 | 45.73 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $4.8k | NEW | 150.00 | 32.01 |
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $4.3k | NEW | 30.00 | 142.17 |
|
| CSX Corporation (CSX) | 0.0 | $4.1k | NEW | 99.00 | 41.19 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $4.0k | NEW | 100.00 | 40.31 |
|
| Corning Incorporated (GLW) | 0.0 | $3.3k | NEW | 24.00 | 138.12 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $2.8k | NEW | 42.00 | 67.52 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $2.7k | NEW | 54.00 | 49.63 |
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $2.6k | NEW | 93.00 | 28.01 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $2.3k | NEW | 31.00 | 74.13 |
|
| Spdr Series Trust State Street Spd (SPIP) | 0.0 | $2.1k | NEW | 80.00 | 25.95 |
|
| American Electric Power Company (AEP) | 0.0 | $2.0k | NEW | 15.00 | 131.07 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.8k | NEW | 27.00 | 67.52 |
|
| McDonald's Corporation (MCD) | 0.0 | $1.6k | NEW | 5.00 | 310.80 |
|
| Bit Digital SHS (BTBT) | 0.0 | $1.3k | NEW | 1.0k | 1.31 |
|
| Redwire Corporation (RDW) | 0.0 | $1.3k | NEW | 150.00 | 8.50 |
|
| IPG Photonics Corporation (IPGP) | 0.0 | $1.3k | NEW | 11.00 | 114.55 |
|
| Wabtec Corporation (WAB) | 0.0 | $1.3k | NEW | 5.00 | 250.00 |
|
| Allstate Corporation (ALL) | 0.0 | $1.2k | NEW | 6.00 | 207.33 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $1.2k | NEW | 16.00 | 77.44 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $1.1k | NEW | 136.00 | 8.26 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.0k | NEW | 18.00 | 57.28 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $864.000000 | NEW | 4.00 | 216.00 |
|
| First united corporation (FUNC) | 0.0 | $843.000600 | NEW | 23.00 | 36.65 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $819.000000 | NEW | 48.00 | 17.06 |
|
| Ford Motor Company (F) | 0.0 | $750.002500 | NEW | 65.00 | 11.54 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $675.000000 | NEW | 9.00 | 75.00 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $603.999000 | NEW | 22.00 | 27.45 |
|
| Regions Financial Corporation (RF) | 0.0 | $575.000800 | NEW | 22.00 | 26.14 |
|
| Ramaco Res Com Cl A (METC) | 0.0 | $464.001000 | NEW | 30.00 | 15.47 |
|
| Viatris (VTRS) | 0.0 | $436.000000 | NEW | 32.00 | 13.62 |
|
| Chewy Cl A (CHWY) | 0.0 | $270.000000 | NEW | 10.00 | 27.00 |
|
| Bank of America Corporation (BAC) | 0.0 | $261.000000 | NEW | 5.00 | 52.20 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $238.000000 | NEW | 1.00 | 238.00 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $230.000000 | NEW | 1.00 | 230.00 |
|
| Krispy Kreme (DNUT) | 0.0 | $9.999900 | NEW | 3.00 | 3.33 |
|
Past Filings by Evergreen Advisors
SEC 13F filings are viewable for Evergreen Advisors going back to 2018
- Evergreen Advisors 2026 Q1 filed May 5, 2026
- Evergreen Advisors 2025 Q4 filed Feb. 5, 2026
- Evergreen Advisors 2025 Q2 filed Aug. 4, 2025
- Evergreen Advisors 2025 Q1 filed May 7, 2025
- Evergreen Advisors 2024 Q4 filed Feb. 5, 2025
- Evergreen Advisors 2024 Q3 filed Nov. 8, 2024
- Evergreen Advisors 2024 Q2 filed Aug. 8, 2024
- Evergreen Advisors 2024 Q1 filed May 3, 2024
- Evergreen Advisors 2023 Q4 filed Feb. 7, 2024
- Evergreen Advisors 2023 Q3 filed Nov. 3, 2023
- Evergreen Advisors 2023 Q2 filed July 31, 2023
- Evergreen Advisors 2023 Q1 filed May 5, 2023
- Evergreen Advisors 2022 Q4 filed Feb. 2, 2023
- Evergreen Advisors 2022 Q3 filed Nov. 1, 2022
- Evergreen Advisors 2022 Q2 filed July 29, 2022
- Evergreen Advisors 2022 Q1 filed May 5, 2022