Evergreen Capital Management
Latest statistics and disclosures from Evergreen Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, ANGL, GOOG, PRU, and represent 12.86% of Evergreen Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SHEL (+$14M), PBR (+$10M), FXF (+$9.2M), BWA (+$8.1M), ETRN (+$7.8M), VEU (+$7.1M), WPC (+$6.7M), PARA (+$6.3M), NLY (+$6.2M), DOCU (+$6.1M).
- Started 60 new stock positions in VIAV, ALK, DNA, SITC, ABNB, AEP, Renewable Energy, COOP, EQNR, CRWD.
- Reduced shares in these 10 stocks: PFF (-$52M), AMJ (-$15M), Royal Dutch Shell (-$14M), NUE (-$12M), TM (-$7.2M), , VMBS (-$6.8M), UNM (-$6.7M), Kirkland Lake Gold (-$6.7M), TSN (-$6.1M).
- Sold out of its positions in AFRM, ADC, ARNC, BBD, BCS, BOOT, CRNC, CS, EBAY, Fts International.
- Evergreen Capital Management was a net buyer of stock by $3.6M.
- Evergreen Capital Management has $2.5B in assets under management (AUM), dropping by -1.61%.
- Central Index Key (CIK): 0001260824
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Portfolio Holdings for Evergreen Capital Management
Evergreen Capital Management holds 655 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Evergreen Capital Management has 655 total positions. Only the first 250 positions are shown.
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- Download the Evergreen Capital Management March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.2 | $104M | 336k | 308.31 | ||
| Apple (AAPL) | 2.6 | $63M | 359k | 174.61 | ||
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 2.4 | $59M | 1.9M | 30.40 | ||
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $48M | -2% | 17k | 2792.97 | |
| Prudential Financial (PRU) | 1.8 | $44M | 368k | 118.17 | ||
| Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT) | 1.6 | $39M | -8% | 1.0M | 39.20 | |
| Exchange Listed Fds Tr Etc Gavekal Asia (AGOV) | 1.5 | $37M | 448k | 83.20 | ||
| Amazon (AMZN) | 1.5 | $37M | 11k | 3259.99 | ||
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.3 | $31M | -6% | 310k | 100.16 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.3 | $31M | -3% | 396k | 78.09 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.2 | $30M | -18% | 599k | 50.10 | |
| Enterprise Products Partners (EPD) | 1.2 | $29M | 1.1M | 25.81 | ||
| Sprott Physical Gold & Silve Tr Unit (CEF) | 1.2 | $28M | 1.5M | 19.38 | ||
| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $27M | 94k | 287.60 | ||
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 1.1 | $27M | 1.1M | 24.44 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $24M | +4% | 8.7k | 2781.35 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $23M | +4% | 212k | 108.37 | |
| Johnson & Johnson (JNJ) | 0.9 | $22M | 124k | 177.23 | ||
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.9 | $21M | -40% | 1.0M | 20.91 | |
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.8 | $21M | 486k | 42.72 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $21M | 139k | 147.78 | ||
| Cisco Systems (CSCO) | 0.8 | $20M | +41% | 366k | 55.76 | |
| Paccar (PCAR) | 0.8 | $20M | 230k | 88.07 | ||
| Bristol Myers Squibb (BMY) | 0.8 | $20M | -12% | 267k | 73.03 | |
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.8 | $19M | +3% | 474k | 40.30 | |
| Qualcomm (QCOM) | 0.8 | $19M | +8% | 122k | 152.82 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $18M | +13% | 40k | 451.63 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.7 | $18M | 667k | 26.99 | ||
| Ishares Tr Global Energ Etf (IXC) | 0.7 | $18M | +11% | 489k | 36.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $17M | 49k | 352.91 | ||
| Templeton Emerging Markets Income Fund (TEI) | 0.7 | $17M | +12% | 2.5M | 6.85 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $17M | +3% | 125k | 136.32 | |
| Uber Technologies (UBER) | 0.7 | $16M | -2% | 454k | 35.68 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $16M | +41% | 100k | 162.16 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $16M | +80% | 278k | 57.59 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $15M | 201k | 76.38 | ||
| Bank of America Corporation (BAC) | 0.6 | $15M | +14% | 371k | 41.22 | |
| Annaly Capital Management (NLY) | 0.6 | $15M | +69% | 2.1M | 7.04 | |
| Vanguard World Fds Energy Etf (VDE) | 0.6 | $15M | +3% | 140k | 107.04 | |
| Agnc Invt Corp Com reit (AGNC) | 0.6 | $15M | +3% | 1.1M | 13.10 | |
| FedEx Corporation (FDX) | 0.6 | $15M | +20% | 64k | 231.40 | |
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.6 | $15M | 194k | 75.44 | ||
| Pfizer (PFE) | 0.6 | $15M | 280k | 51.77 | ||
| Costco Wholesale Corporation (COST) | 0.6 | $14M | 25k | 575.87 | ||
| Nike CL B (NKE) | 0.6 | $14M | +7% | 105k | 134.56 | |
| Walt Disney Company (DIS) | 0.6 | $14M | +32% | 102k | 137.16 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.6 | $14M | +14% | 167k | 83.36 | |
| Shell Spon Ads (SHEL) | 0.6 | $14M | NEW | 246k | 54.93 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $14M | -4% | 160k | 84.31 | |
| CVS Caremark Corporation (CVS) | 0.5 | $13M | +2% | 131k | 101.21 | |
| Oracle Corporation (ORCL) | 0.5 | $13M | +5% | 157k | 82.73 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $13M | 35k | 362.55 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $13M | +17% | 111k | 112.25 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.5 | $12M | 246k | 48.84 | ||
| Udr (UDR) | 0.5 | $12M | +4% | 208k | 57.37 | |
| Atlantica Sustainable Infr P SHS (AY) | 0.5 | $12M | +36% | 338k | 35.07 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $12M | -16% | 1.1M | 11.19 | |
| Ishares Tr Mbs Etf (MBB) | 0.5 | $12M | -11% | 115k | 101.87 | |
| Rattler Midstream Com Units (RTLR) | 0.5 | $11M | -25% | 811k | 13.97 | |
| Meta Platforms Cl A (META) | 0.5 | $11M | +15% | 51k | 222.37 | |
| Paypal Holdings Call Option (PYPL) | 0.5 | $11M | +49% | 93k | 120.00 | |
| NVIDIA Corporation (NVDA) | 0.5 | $11M | +9% | 41k | 272.86 | |
| Lululemon Athletica (LULU) | 0.4 | $11M | +13% | 30k | 365.23 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.4 | $11M | 1.3M | 8.77 | ||
| Tc Energy Corp (TRP) | 0.4 | $11M | 190k | 56.42 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $11M | +77% | 128k | 83.35 | |
| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.4 | $11M | -34% | 1.1M | 9.65 | |
| Penn National Gaming (PENN) | 0.4 | $10M | +14% | 244k | 42.42 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.4 | $10M | NEW | 692k | 14.80 | |
| Ishares Tr Mortge Rel Etf (REM) | 0.4 | $10M | +49% | 308k | 32.67 | |
| Docusign (DOCU) | 0.4 | $9.9M | +159% | 92k | 107.12 | |
| Nrg Energy Com New (NRG) | 0.4 | $9.8M | +4% | 256k | 38.36 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $9.7M | -29% | 254k | 38.35 | |
| Intel Corporation (INTC) | 0.4 | $9.7M | +138% | 195k | 49.56 | |
| Ares Capital Corporation (ARCC) | 0.4 | $9.6M | +2% | 458k | 20.95 | |
| Abbvie (ABBV) | 0.4 | $9.5M | -5% | 58k | 162.11 | |
| Palo Alto Networks (PANW) | 0.4 | $9.4M | +7% | 15k | 622.54 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $9.3M | +2% | 86k | 107.89 | |
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.4 | $9.2M | NEW | 95k | 97.23 | |
| M&T Bank Corporation (MTB) | 0.4 | $9.0M | -8% | 53k | 169.51 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $9.0M | +2% | 22k | 415.16 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.4 | $8.9M | -23% | 768k | 11.55 | |
| Applied Materials (AMAT) | 0.4 | $8.8M | +170% | 67k | 131.80 | |
| Enbridge (ENB) | 0.4 | $8.8M | +3% | 191k | 46.09 | |
| Equitrans Midstream Corp (ETRN) | 0.4 | $8.7M | +870% | 1.0M | 8.44 | |
| BorgWarner (BWA) | 0.4 | $8.7M | +1267% | 224k | 38.90 | |
| UnitedHealth (UNH) | 0.4 | $8.6M | 17k | 510.00 | ||
| Mgm Growth Pptys Cl A Com | 0.3 | $8.5M | +2% | 221k | 38.70 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.3 | $8.5M | 171k | 49.91 | ||
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.3 | $8.2M | -2% | 1.8M | 4.47 | |
| Paramount Global Class B Com (PARA) | 0.3 | $8.1M | +342% | 216k | 37.81 | |
| Agnico (AEM) | 0.3 | $7.7M | +161% | 126k | 61.25 | |
| Ishares Msci Sth Kor Etf (EWY) | 0.3 | $7.7M | +3% | 108k | 71.24 | |
| Kohl's Corporation (KSS) | 0.3 | $7.6M | +258% | 126k | 60.46 | |
| Redwood Trust (RWT) | 0.3 | $7.4M | +2% | 706k | 10.53 | |
| Carter's (CRI) | 0.3 | $7.4M | +17% | 81k | 91.99 | |
| Nordstrom (JWN) | 0.3 | $7.3M | -18% | 270k | 27.11 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $7.2M | -23% | 187k | 38.30 | |
| Twitter (TWTR) | 0.3 | $7.1M | -19% | 184k | 38.69 | |
| Greif Cl A (GEF) | 0.3 | $7.1M | +7% | 109k | 65.06 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $7.1M | -2% | 213k | 33.18 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $7.0M | +6% | 31k | 227.66 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.3 | $7.0M | 60k | 117.32 | ||
| Merck & Co (MRK) | 0.3 | $6.8M | 83k | 82.05 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $6.8M | +3% | 32k | 212.53 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.3 | $6.8M | -35% | 252k | 26.97 | |
| Wp Carey (WPC) | 0.3 | $6.7M | NEW | 83k | 80.84 | |
| Allstate Corporation (ALL) | 0.3 | $6.6M | 47k | 138.50 | ||
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.3 | $6.6M | -2% | 134k | 49.07 | |
| United Parcel Service CL B (UPS) | 0.3 | $6.5M | -30% | 31k | 214.45 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $6.3M | 15k | 416.47 | ||
| BlackRock (BLK) | 0.3 | $6.2M | +11% | 8.2k | 764.26 | |
| Tesla Motors (TSLA) | 0.3 | $6.2M | +29% | 5.8k | 1077.67 | |
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.3 | $6.2M | 336k | 18.37 | ||
| Caretrust Reit (CTRE) | 0.3 | $6.2M | +4% | 320k | 19.30 | |
| Antero Midstream Corp antero midstream (AM) | 0.2 | $6.1M | -20% | 563k | 10.87 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.2 | $6.1M | +2% | 824k | 7.37 | |
| Ishares Tr Exponential Tech (XT) | 0.2 | $6.1M | +6% | 103k | 59.04 | |
| PennyMac Mortgage Investment Trust (PMT) | 0.2 | $6.1M | 359k | 16.89 | ||
| Lennar Corp CL B (LEN.B) | 0.2 | $6.0M | +137% | 88k | 68.35 | |
| Golub Capital BDC (GBDC) | 0.2 | $6.0M | +2% | 392k | 15.21 | |
| Chevron Corporation (CVX) | 0.2 | $5.8M | 36k | 162.82 | ||
| Usd Partners Com Ut Rep Ltd (USDP) | 0.2 | $5.8M | +11% | 958k | 6.02 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $5.6M | +2% | 101k | 55.55 | |
| Visa Com Cl A (V) | 0.2 | $5.6M | -13% | 25k | 221.79 | |
| Hp (HPQ) | 0.2 | $5.6M | +12% | 153k | 36.30 | |
| Iron Mountain (IRM) | 0.2 | $5.5M | +2% | 100k | 55.41 | |
| Digital Realty Trust (DLR) | 0.2 | $5.5M | 39k | 141.80 | ||
| Diamondback Energy (FANG) | 0.2 | $5.5M | -27% | 40k | 137.08 | |
| Pimco Dynamic Income SHS (PDI) | 0.2 | $5.4M | -8% | 221k | 24.37 | |
| Snowflake Cl A (SNOW) | 0.2 | $5.3M | +17% | 23k | 229.13 | |
| West Fraser Timb (WFG) | 0.2 | $5.3M | NEW | 64k | 82.25 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $5.3M | +3% | 86k | 61.60 | |
| Kinder Morgan (KMI) | 0.2 | $5.2M | -16% | 276k | 18.91 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $5.0M | 232k | 21.77 | ||
| Lowe's Companies (LOW) | 0.2 | $4.9M | +12% | 24k | 202.20 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $4.9M | +460% | 11k | 441.36 | |
| Schlumberger Com Stk (SLB) | 0.2 | $4.9M | -28% | 118k | 41.31 | |
| Suncor Energy (SU) | 0.2 | $4.9M | 149k | 32.59 | ||
| Block Cl A (SQ) | 0.2 | $4.7M | 35k | 135.59 | ||
| Aberdeen Asia-Pacific Income Fund (FAX) | 0.2 | $4.7M | -4% | 1.4M | 3.38 | |
| Royalty Pharma Shs Class A (RPRX) | 0.2 | $4.6M | +39% | 119k | 38.96 | |
| New Residential Invt Corp Com New (NRZ) | 0.2 | $4.6M | 416k | 10.98 | ||
| Procter & Gamble Company (PG) | 0.2 | $4.5M | +2% | 30k | 152.80 | |
| Cheniere Energy Partners Com Unit (CQP) | 0.2 | $4.5M | 80k | 56.36 | ||
| stock (SPLK) | 0.2 | $4.5M | 30k | 148.60 | ||
| Prologis (PLD) | 0.2 | $4.5M | 28k | 161.47 | ||
| Goldman Sachs (GS) | 0.2 | $4.4M | 13k | 330.08 | ||
| Nucor Corporation (NUE) | 0.2 | $4.4M | -72% | 29k | 148.65 | |
| Brigham Minerals Cl A Com (MNRL) | 0.2 | $4.3M | NEW | 170k | 25.55 | |
| McKesson Corporation (MCK) | 0.2 | $4.2M | -26% | 14k | 306.15 | |
| Newmont Mining Corporation (NEM) | 0.2 | $4.2M | +4% | 53k | 79.45 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $4.2M | +13% | 61k | 69.50 | |
| Air Products & Chemicals (APD) | 0.2 | $4.2M | +35% | 17k | 249.88 | |
| Genesis Energy Unit Ltd Partn (GEL) | 0.2 | $4.2M | 360k | 11.71 | ||
| Equity Residential Sh Ben Int (EQR) | 0.2 | $4.2M | +11% | 47k | 89.92 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $4.2M | +15% | 107k | 38.95 | |
| Global Payments (GPN) | 0.2 | $4.1M | -30% | 30k | 136.83 | |
| Starbucks Corporation (SBUX) | 0.2 | $4.1M | +16% | 45k | 90.97 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $4.1M | +4% | 82k | 49.74 | |
| Corning Incorporated (GLW) | 0.2 | $4.0M | +95% | 108k | 36.91 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $3.9M | 37k | 104.58 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $3.8M | +5% | 32k | 119.63 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $3.8M | +105% | 21k | 180.61 | |
| Alaska Air (ALK) | 0.2 | $3.8M | NEW | 66k | 58.00 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $3.8M | +10% | 247k | 15.37 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.8M | 45k | 82.59 | ||
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $3.7M | -3% | 63k | 59.27 | |
| Netflix (NFLX) | 0.2 | $3.7M | +38% | 9.9k | 374.60 | |
| Doubleline Income Solutions (DSL) | 0.2 | $3.7M | -7% | 255k | 14.52 | |
| Hasbro (HAS) | 0.2 | $3.7M | +13% | 45k | 81.91 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.7M | +501% | 29k | 126.95 | |
| Waste Management (WM) | 0.1 | $3.6M | 23k | 158.50 | ||
| Alamos Gold Com Cl A (AGI) | 0.1 | $3.6M | +208% | 431k | 8.42 | |
| Pepsi (PEP) | 0.1 | $3.6M | +3% | 22k | 167.37 | |
| Apa Corporation (APA) | 0.1 | $3.6M | -2% | 87k | 41.32 | |
| NetApp (NTAP) | 0.1 | $3.5M | +14% | 43k | 83.00 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.5M | +8% | 77k | 46.14 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $3.5M | +101% | 74k | 47.36 | |
| Viper Energy Partners Com Unt Rp Int (VNOM) | 0.1 | $3.5M | -28% | 117k | 29.57 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.4M | +3% | 33k | 104.25 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $3.4M | 90k | 37.97 | ||
| Home Depot (HD) | 0.1 | $3.4M | 11k | 299.37 | ||
| Fmc Corp Com New (FMC) | 0.1 | $3.4M | +2% | 26k | 131.55 | |
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $3.3M | +7% | 19k | 177.21 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $3.3M | 33k | 99.93 | ||
| Becton, Dickinson and (BDX) | 0.1 | $3.3M | 12k | 265.97 | ||
| EOG Resources (EOG) | 0.1 | $3.2M | -25% | 27k | 119.24 | |
| Eli Lilly & Co. (LLY) | 0.1 | $3.2M | 11k | 286.37 | ||
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.1 | $3.2M | +2% | 56k | 57.01 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.2M | 4.5k | 698.41 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.1M | 40k | 77.58 | ||
| McDonald's Corporation (MCD) | 0.1 | $3.1M | 13k | 247.26 | ||
| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $3.1M | +2% | 92k | 33.64 | |
| Pan American Silver Corp Can (PAAS) | 0.1 | $3.0M | +4% | 111k | 27.30 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $3.0M | 19k | 155.66 | ||
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $3.0M | 142k | 20.86 | ||
| Bloomin Brands (BLMN) | 0.1 | $2.9M | -26% | 134k | 21.94 | |
| salesforce Call Option (CRM) | 0.1 | $2.9M | -13% | 14k | 210.00 | |
| Electronic Arts (EA) | 0.1 | $2.9M | 23k | 126.52 | ||
| Target Corporation (TGT) | 0.1 | $2.9M | 14k | 212.23 | ||
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $2.9M | -18% | 214k | 13.51 | |
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $2.8M | 517k | 5.46 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.8M | 54k | 51.71 | ||
| Amgen (AMGN) | 0.1 | $2.7M | +6% | 11k | 241.78 | |
| Helmerich & Payne (HP) | 0.1 | $2.6M | NEW | 60k | 42.78 | |
| Teradyne (TER) | 0.1 | $2.6M | NEW | 22k | 118.22 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.6M | -12% | 34k | 76.45 | |
| Ishares Tr Msci China Etf (MCHI) | 0.1 | $2.6M | +2% | 48k | 52.89 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $2.5M | +51% | 201k | 12.56 | |
| Costamare SHS (CMRE) | 0.1 | $2.5M | +3% | 147k | 17.05 | |
| MasTec (MTZ) | 0.1 | $2.5M | 28k | 87.12 | ||
| Broadcom (AVGO) | 0.1 | $2.4M | +4% | 3.9k | 629.70 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.4M | +10% | 12k | 205.23 | |
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $2.3M | 61k | 37.81 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.3M | 6.4k | 357.33 | ||
| Ishares Msci Singpor Etf (EWS) | 0.1 | $2.2M | +36% | 104k | 20.84 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.1M | +4% | 7.8k | 273.16 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $2.1M | +129% | 8.2k | 254.36 | |
| Kraft Heinz (KHC) | 0.1 | $2.1M | 52k | 39.38 | ||
| Booking Holdings (BKNG) | 0.1 | $2.0M | +4% | 872.00 | 2348.62 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $2.0M | +118% | 27k | 75.03 | |
| La-Z-Boy Incorporated (LZB) | 0.1 | $2.0M | -57% | 75k | 26.38 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.9M | -72% | 38k | 50.52 | |
| Coca-Cola Company (KO) | 0.1 | $1.9M | +8% | 31k | 61.99 | |
| Ishares Msci Mexico Etf (EWW) | 0.1 | $1.9M | +2% | 34k | 54.96 | |
| Ishares Msci Cda Etf (EWC) | 0.1 | $1.9M | +2% | 47k | 40.22 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.9M | +30% | 51k | 36.82 | |
| Bp Midstream Partners Unit Ltd Ptnr | 0.1 | $1.8M | -2% | 107k | 16.92 | |
| Honeywell International (HON) | 0.1 | $1.8M | +13% | 9.1k | 194.56 | |
| Cme (CME) | 0.1 | $1.7M | 7.3k | 237.89 | ||
| Barrick Gold Corp (GOLD) | 0.1 | $1.7M | +42% | 70k | 24.52 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $1.7M | +41% | 34k | 50.19 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.7M | +113% | 23k | 74.82 | |
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.1 | $1.7M | +72% | 33k | 50.20 | |
| Intuit (INTU) | 0.1 | $1.7M | +2% | 3.5k | 480.92 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.7M | 3.6k | 453.60 | ||
| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.1 | $1.6M | NEW | 27k | 61.39 | |
| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $1.6M | +4% | 73k | 22.56 | |
| Abbott Laboratories (ABT) | 0.1 | $1.6M | 14k | 118.36 | ||
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $1.6M | 33k | 48.33 | ||
| Discovery Com Ser A | 0.1 | $1.5M | 61k | 24.93 | ||
| American Express Company (AXP) | 0.1 | $1.5M | +9% | 8.1k | 187.00 | |
| ConocoPhillips (COP) | 0.1 | $1.5M | +6% | 15k | 99.99 | |
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.1 | $1.5M | +4% | 45k | 33.07 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | +3% | 4.4k | 337.21 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.5M | 2.5k | 590.49 | ||
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $1.5M | +2% | 58k | 25.11 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.4M | 29k | 49.62 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | +2% | 5.1k | 277.58 |
Past Filings by Evergreen Capital Management
SEC 13F filings are viewable for Evergreen Capital Management going back to 2011
- Evergreen Capital Management 2022 Q1 filed May 16, 2022
- Evergreen Capital Management 2021 Q4 filed March 11, 2022
- Evergreen Capital Management 2021 Q3 filed Nov. 15, 2021
- Evergreen Capital Management 2021 Q2 filed Aug. 16, 2021
- Evergreen Capital Management 2021 Q1 filed May 17, 2021
- Evergreen Capital Management 2020 Q4 filed Feb. 16, 2021
- Evergreen Capital Management 2020 Q3 filed Nov. 16, 2020
- Evergreen Capital Management 2020 Q2 filed Aug. 14, 2020
- Evergreen Capital Management 2020 Q1 filed May 15, 2020
- Evergreen Capital Management 2019 Q4 filed Feb. 14, 2020
- Evergreen Capital Management 2019 Q3 filed Nov. 14, 2019
- Evergreen Capital Management 2019 Q2 filed Aug. 14, 2019
- Evergreen Capital Management 2019 Q1 filed May 10, 2019
- Evergreen Capital Management 2018 Q4 filed Feb. 14, 2019
- Evergreen Capital Management 2018 Q3 filed Nov. 13, 2018
- Evergreen Capital Management 2018 Q2 filed Aug. 13, 2018