Evergreen Capital Management
Latest statistics and disclosures from Evergreen Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, PCAR, IEI, MTBA, and represent 11.58% of Evergreen Capital Management's stock portfolio.
- Added to shares of these 10 stocks: MTBA (+$16M), DMBS (+$15M), LYB (+$12M), MTB (+$11M), TTE (+$8.9M), CQQQ (+$8.6M), NVO (+$8.4M), OKE (+$8.3M), SGOV (+$7.7M), GBIL (+$7.7M).
- Started 131 new stock positions in BIIB, TALO, CLF, DFS, ZI, BTU, WY, CHTR, SABR, BR.
- Reduced shares in these 10 stocks: VMBS (-$20M), MLPX (-$17M), ENLC (-$12M), GDX (-$9.5M), STR (-$9.5M), JPM (-$8.7M), JNJ (-$8.5M), KMI (-$7.0M), PAGP (-$6.2M), DOCU (-$6.0M).
- Sold out of its positions in ACM, AL, ALB, AMTM, AAT, ARMK, AVTR, BWXT, BAX, BHE.
- Evergreen Capital Management was a net seller of stock by $-42M.
- Evergreen Capital Management has $3.0B in assets under management (AUM), dropping by -3.04%.
- Central Index Key (CIK): 0001260824
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Portfolio Holdings for Evergreen Capital Management
Evergreen Capital Management holds 1085 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Evergreen Capital Management has 1085 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evergreen Capital Management March 31, 2025 positions
- Download the Evergreen Capital Management March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation Put Option (Principal) (MSFT) | 2.9 | $85M | 227k | 375.39 |
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| Apple Call Option (Principal) (AAPL) | 2.6 | $78M | -2% | 350k | 222.13 |
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| Paccar (PCAR) | 2.2 | $66M | -3% | 674k | 97.37 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.1 | $63M | +8% | 535k | 118.14 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.8 | $53M | +42% | 1.1M | 50.14 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.7 | $50M | 978k | 50.71 |
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| Amazon (AMZN) | 1.6 | $47M | 247k | 190.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $39M | -4% | 251k | 156.23 |
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| NVIDIA Corporation Call Option (Principal) (NVDA) | 1.3 | $38M | 346k | 108.38 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.1 | $33M | +4% | 620k | 52.38 |
|
| Enterprise Products Partners (EPD) | 1.1 | $32M | -5% | 949k | 34.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $32M | 207k | 154.64 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $30M | +8% | 330k | 90.54 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $30M | -12% | 359k | 82.73 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.0 | $29M | -2% | 1.0M | 28.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $29M | -3% | 77k | 370.82 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.9 | $28M | +123% | 569k | 49.05 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.9 | $27M | -17% | 934k | 29.24 |
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| Ishares Tr Global Energ Etf (IXC) | 0.9 | $26M | 608k | 42.07 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $26M | +19% | 148k | 172.74 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.8 | $25M | -5% | 474k | 53.23 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.8 | $24M | 1.0M | 23.86 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $22M | -28% | 89k | 245.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $22M | +10% | 40k | 532.58 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.7 | $21M | +5% | 320k | 66.34 |
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| Uber Technologies (UBER) | 0.7 | $20M | -2% | 274k | 72.86 |
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| Templeton Emerging Markets Income Fund (TEI) | 0.7 | $20M | 3.7M | 5.38 |
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| Cisco Systems (CSCO) | 0.6 | $19M | -7% | 314k | 61.71 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.6 | $19M | +14% | 495k | 37.73 |
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| Vanguard World Energy Etf (VDE) | 0.6 | $18M | +2% | 140k | 129.71 |
|
| Atlas Energy Solutions Com New (AESI) | 0.6 | $18M | +7% | 1.0M | 17.84 |
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| Meta Platforms Cl A (META) | 0.6 | $18M | 31k | 576.36 |
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| AES Corporation (AES) | 0.6 | $18M | +11% | 1.4M | 12.42 |
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| Morgan Stanley Emerging Markets Domestic (EDD) | 0.6 | $18M | 3.6M | 4.86 |
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| Costco Wholesale Corporation (COST) | 0.6 | $17M | -9% | 18k | 945.78 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $17M | +2% | 30k | 561.09 |
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| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.6 | $17M | -9% | 349k | 48.67 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $17M | -6% | 897k | 18.59 |
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| Qualcomm (QCOM) | 0.5 | $16M | -3% | 104k | 153.61 |
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| Diamondback Energy (FANG) | 0.5 | $16M | +64% | 99k | 159.88 |
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| Oneok (OKE) | 0.5 | $16M | +114% | 157k | 99.22 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $16M | 33k | 469.63 |
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| United Parcel Service CL B (UPS) | 0.5 | $15M | -11% | 140k | 109.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $15M | +18% | 30k | 513.91 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.5 | $15M | -28% | 717k | 21.36 |
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| Docusign (DOCU) | 0.5 | $15M | -28% | 187k | 81.40 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $15M | +102% | 150k | 100.67 |
|
| Nike CL B (NKE) | 0.5 | $15M | -3% | 228k | 63.88 |
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| Merck & Co (MRK) | 0.5 | $14M | +43% | 160k | 90.44 |
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| Bank of America Corporation (BAC) | 0.5 | $14M | 324k | 41.73 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $13M | 297k | 45.07 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $13M | 24k | 561.90 |
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| Abrdn Asia Pacific Income Fu Com New (FAX) | 0.4 | $13M | 837k | 15.70 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $13M | +10% | 216k | 60.66 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $13M | -2% | 67k | 193.99 |
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| Ishares Tr Residential Mult (REZ) | 0.4 | $13M | -3% | 150k | 86.42 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $13M | +8% | 170k | 75.65 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.4 | $13M | +1168% | 183k | 70.40 |
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| Shell Spon Ads (SHEL) | 0.4 | $13M | -20% | 174k | 73.28 |
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| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.4 | $12M | -22% | 435k | 28.41 |
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| Oracle Corporation (ORCL) | 0.4 | $12M | -15% | 88k | 139.81 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $12M | +166% | 122k | 100.18 |
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| Dell Technologies CL C (DELL) | 0.4 | $12M | +26% | 132k | 91.15 |
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| Vici Pptys (VICI) | 0.4 | $12M | 368k | 32.65 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.4 | $12M | +305% | 181k | 65.54 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $12M | +5% | 113k | 104.57 |
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| M&T Bank Corporation (MTB) | 0.4 | $12M | +1521% | 65k | 178.75 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $12M | +2% | 92k | 125.97 |
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| Paypal Holdings (PYPL) | 0.4 | $11M | +12% | 174k | 65.25 |
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| Jacobs Engineering Group (J) | 0.4 | $11M | +35% | 94k | 120.89 |
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| Walt Disney Company (DIS) | 0.4 | $11M | -2% | 114k | 98.70 |
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| Becton, Dickinson and (BDX) | 0.4 | $11M | -5% | 48k | 229.06 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $11M | +377% | 151k | 70.59 |
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| Palo Alto Networks (PANW) | 0.4 | $11M | -4% | 62k | 170.64 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.4 | $11M | +6% | 107k | 98.70 |
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| Pfizer (PFE) | 0.4 | $11M | -14% | 417k | 25.34 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.4 | $11M | -9% | 195k | 53.52 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $10M | -22% | 62k | 166.67 |
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| Abbvie (ABBV) | 0.3 | $10M | -15% | 49k | 209.52 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.3 | $10M | -62% | 157k | 63.81 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $9.8M | -12% | 74k | 132.23 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $9.8M | +13% | 224k | 43.60 |
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| Broadcom Call Option (Principal) (AVGO) | 0.3 | $9.6M | -8% | 58k | 167.43 |
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| FedEx Corporation (FDX) | 0.3 | $9.6M | 39k | 245.12 |
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| salesforce (CRM) | 0.3 | $9.6M | 36k | 268.36 |
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| Johnson & Johnson (JNJ) | 0.3 | $9.6M | -47% | 58k | 165.84 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $9.5M | +91% | 21k | 446.70 |
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| CRH Ord (CRH) | 0.3 | $9.4M | -28% | 106k | 88.34 |
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| UnitedHealth (UNH) | 0.3 | $9.4M | 18k | 523.75 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $9.3M | +5% | 99k | 93.66 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $8.9M | -6% | 345k | 25.89 |
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| Spdr Ser Tr Portfolio S&p500 Put Option (Principal) (SPLG) | 0.3 | $8.9M | +246% | 135k | 65.76 |
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| Chemed Corp Com Stk (CHE) | 0.3 | $8.8M | -5% | 14k | 615.32 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $8.8M | -25% | 113k | 78.28 |
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| Citigroup Com New (C) | 0.3 | $8.7M | -2% | 123k | 70.99 |
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| American Tower Reit (AMT) | 0.3 | $8.6M | 40k | 217.60 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.3 | $8.6M | -4% | 740k | 11.60 |
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| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.3 | $8.6M | NEW | 193k | 44.31 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $8.6M | 165k | 51.94 |
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| Realty Income (O) | 0.3 | $8.4M | -5% | 145k | 58.01 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $8.3M | 83k | 100.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $8.3M | 37k | 221.75 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $8.2M | -34% | 89k | 92.83 |
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| EQT Corporation (EQT) | 0.3 | $8.2M | -33% | 153k | 53.43 |
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| Tesla Motors (TSLA) | 0.3 | $8.1M | -11% | 31k | 259.17 |
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| Target Corporation (TGT) | 0.3 | $8.1M | +622% | 78k | 104.36 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $8.1M | -3% | 63k | 128.96 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $8.1M | -2% | 15k | 541.94 |
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| Ishares Msci Brazil Etf (EWZ) | 0.3 | $8.0M | +35% | 311k | 25.85 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.3 | $8.0M | -3% | 148k | 54.04 |
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| Agnc Invt Corp Com reit (AGNC) | 0.3 | $8.0M | -5% | 822k | 9.70 |
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| Lululemon Athletica (LULU) | 0.3 | $7.9M | -4% | 28k | 283.06 |
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| Blackrock (BLK) | 0.3 | $7.9M | -3% | 8.4k | 946.52 |
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| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.3 | $7.9M | 360k | 21.97 |
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| Visa Com Cl A (V) | 0.3 | $7.9M | 23k | 350.46 |
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| Eli Lilly & Co. (LLY) | 0.3 | $7.6M | -10% | 9.2k | 825.91 |
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| Nutrien (NTR) | 0.3 | $7.5M | -27% | 149k | 50.21 |
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| Lexington Realty Trust (LXP) | 0.2 | $7.4M | -7% | 836k | 8.80 |
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| eBay (EBAY) | 0.2 | $7.3M | -9% | 108k | 67.73 |
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| Cummins (CMI) | 0.2 | $7.2M | -6% | 23k | 313.44 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.2 | $7.2M | -8% | 177k | 40.96 |
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| Doubleline Opportunistic Cr (DBL) | 0.2 | $7.2M | +3% | 463k | 15.63 |
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| Pepsi (PEP) | 0.2 | $7.1M | +252% | 48k | 149.94 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $7.1M | +4% | 60k | 118.93 |
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| Redwood Trust (RWT) | 0.2 | $7.0M | -6% | 1.2M | 6.07 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $7.0M | 75k | 93.45 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.2 | $6.9M | +196% | 138k | 50.35 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.2 | $6.9M | -17% | 123k | 55.61 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.2 | $6.8M | +726% | 303k | 22.44 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $6.8M | +2% | 34k | 199.49 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $6.7M | +2% | 82k | 81.76 |
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| Chevron Corporation (CVX) | 0.2 | $6.7M | +4% | 40k | 167.29 |
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| Chubb (CB) | 0.2 | $6.7M | -27% | 22k | 303.20 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $6.6M | -5% | 9.9k | 662.63 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $6.5M | 24k | 264.73 |
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| Lowe's Companies (LOW) | 0.2 | $6.4M | -2% | 28k | 233.23 |
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| Hp (HPQ) | 0.2 | $6.2M | -7% | 223k | 27.98 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $6.2M | +8% | 259k | 24.06 |
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| Netflix (NFLX) | 0.2 | $6.1M | +3% | 6.6k | 932.53 |
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| Antero Midstream Corp antero midstream (AM) | 0.2 | $6.1M | -6% | 341k | 18.00 |
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| Ares Capital Corporation (ARCC) | 0.2 | $6.1M | -27% | 273k | 22.16 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.2 | $5.8M | -2% | 288k | 20.17 |
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| Home Depot (HD) | 0.2 | $5.7M | -9% | 16k | 366.49 |
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| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.2 | $5.5M | -4% | 179k | 30.99 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.5M | -15% | 70k | 78.94 |
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| Udr (UDR) | 0.2 | $5.3M | -6% | 118k | 45.17 |
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| Enbridge (ENB) | 0.2 | $5.2M | -2% | 118k | 44.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.2M | -2% | 88k | 58.35 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $5.1M | -50% | 175k | 28.90 |
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| Ishares Tr Msci China Etf (MCHI) | 0.2 | $5.0M | +72% | 93k | 54.40 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $5.0M | 52k | 95.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $5.0M | 18k | 274.84 |
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| Procter & Gamble Company (PG) | 0.2 | $4.9M | -10% | 29k | 170.42 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $4.8M | -11% | 21k | 231.63 |
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| Ishares Tr Ibonds 2026 Term (IBHF) | 0.2 | $4.8M | +63% | 206k | 23.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.7M | -5% | 16k | 288.14 |
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| Air Products & Chemicals (APD) | 0.2 | $4.6M | -2% | 16k | 294.92 |
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| General Dynamics Corporation (GD) | 0.1 | $4.4M | +309% | 16k | 272.58 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $4.4M | 407k | 10.72 |
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| Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $4.4M | 44k | 99.12 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $4.3M | +184% | 85k | 51.18 |
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| Micron Technology (MU) | 0.1 | $4.3M | +2% | 50k | 87.00 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $4.3M | +3% | 7.9k | 548.12 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $4.3M | 184k | 23.43 |
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| Hartford Fds Exchange Traded Aaa Clo Etf (HSRT) | 0.1 | $4.3M | -18% | 110k | 39.01 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $4.2M | -82% | 91k | 46.31 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $4.2M | -38% | 61k | 68.56 |
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| Bunge Global Sa Com Shs (BG) | 0.1 | $4.1M | +63% | 54k | 76.42 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $4.1M | 39k | 106.65 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $4.1M | +21% | 118k | 34.91 |
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| Newmont Mining Corporation (NEM) | 0.1 | $4.1M | +5% | 84k | 48.28 |
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| Prudential Financial (PRU) | 0.1 | $4.0M | 36k | 111.68 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.0M | +3% | 29k | 139.78 |
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| Black Stone Minerals Com Unit (BSM) | 0.1 | $4.0M | -18% | 263k | 15.27 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $4.0M | NEW | 152k | 26.35 |
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| Wal-Mart Stores (WMT) | 0.1 | $4.0M | +2% | 45k | 88.03 |
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| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $4.0M | 221k | 18.06 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.9M | 73k | 53.97 |
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| Rh (RH) | 0.1 | $3.9M | -4% | 17k | 234.41 |
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| Invesco Currencyshares Japan Japanese Yen (FXY) | 0.1 | $3.9M | -6% | 63k | 61.50 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.8M | 35k | 111.09 |
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| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.1 | $3.8M | -6% | 42k | 90.55 |
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| Schlumberger Com Stk (SLB) | 0.1 | $3.8M | -3% | 90k | 42.08 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $3.8M | +806% | 12k | 308.27 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $3.7M | +47% | 39k | 96.51 |
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| Alamos Gold Com Cl A (AGI) | 0.1 | $3.7M | -24% | 138k | 26.74 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $3.7M | -7% | 29k | 127.90 |
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| American Intl Group Com New (AIG) | 0.1 | $3.6M | 42k | 86.94 |
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| Euronet Worldwide (EEFT) | 0.1 | $3.6M | -4% | 34k | 106.85 |
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| PPG Industries (PPG) | 0.1 | $3.6M | -5% | 33k | 109.35 |
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| A Mark Precious Metals (AMRK) | 0.1 | $3.5M | -11% | 139k | 25.37 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $3.5M | -6% | 84k | 41.85 |
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| EOG Resources (EOG) | 0.1 | $3.5M | -2% | 27k | 128.24 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $3.5M | 175k | 19.78 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $3.4M | 41k | 83.92 |
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| McDonald's Corporation (MCD) | 0.1 | $3.4M | -13% | 11k | 312.36 |
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| Booking Holdings (BKNG) | 0.1 | $3.3M | -20% | 724.00 | 4606.99 |
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| Inmode SHS (INMD) | 0.1 | $3.2M | NEW | 181k | 17.74 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $3.2M | 43k | 74.00 |
|
|
| At&t (T) | 0.1 | $3.2M | +2% | 112k | 28.28 |
|
| Intuit (INTU) | 0.1 | $3.1M | +16% | 5.0k | 613.97 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $3.0M | 41k | 73.77 |
|
|
| Ishares Msci Mexico Etf (EWW) | 0.1 | $3.0M | +55% | 59k | 50.96 |
|
| International Business Machines (IBM) | 0.1 | $3.0M | 12k | 248.66 |
|
|
| Nice Sponsored Adr (NICE) | 0.1 | $2.9M | 19k | 154.17 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.9M | +15% | 35k | 84.40 |
|
| Viper Energy Cl A (VNOM) | 0.1 | $2.9M | -13% | 65k | 45.15 |
|
| Amgen (AMGN) | 0.1 | $2.9M | +14% | 9.3k | 311.52 |
|
| Coca-Cola Company (KO) | 0.1 | $2.8M | 39k | 72.13 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.8M | 33k | 85.07 |
|
|
| Ishares Msci Sweden Etf (EWD) | 0.1 | $2.8M | +6% | 66k | 42.08 |
|
| Cme (CME) | 0.1 | $2.7M | 10k | 265.29 |
|
|
| Generac Holdings (GNRC) | 0.1 | $2.7M | +3% | 22k | 126.65 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.7M | +5% | 54k | 50.83 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $2.7M | 10k | 268.44 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.7M | +4% | 20k | 132.46 |
|
| Pinterest Cl A (PINS) | 0.1 | $2.6M | 85k | 31.00 |
|
|
| Cheniere Energy Com New (LNG) | 0.1 | $2.6M | -31% | 11k | 231.41 |
|
| Doubleline Income Solutions (DSL) | 0.1 | $2.6M | 204k | 12.61 |
|
|
| American Express Company (AXP) | 0.1 | $2.6M | +2% | 9.5k | 269.05 |
|
| Paramount Global Class B Com (PARA) | 0.1 | $2.5M | -6% | 209k | 12.01 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.5M | -14% | 68k | 36.90 |
|
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $2.5M | NEW | 102k | 24.39 |
|
| Vaneck Etf Trust Gold Miners Etf Put Option (Principal) (GDX) | 0.1 | $2.5M | -79% | 54k | 45.97 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.5M | 3.9k | 634.23 |
|
|
| Noble Corp Ord Shs A (NE) | 0.1 | $2.5M | -19% | 104k | 23.70 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.4M | -2% | 40k | 60.99 |
|
| AFLAC Incorporated (AFL) | 0.1 | $2.4M | 22k | 111.19 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $2.4M | -8% | 68k | 35.88 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $2.4M | 120k | 20.02 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $2.4M | +6% | 18k | 132.65 |
|
| BP Sponsored Adr (BP) | 0.1 | $2.4M | -2% | 70k | 33.79 |
|
| Philip Morris International (PM) | 0.1 | $2.3M | +6% | 15k | 160.08 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.3M | +88% | 6.1k | 383.53 |
|
| Gilead Sciences (GILD) | 0.1 | $2.3M | 21k | 112.05 |
|
|
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.1 | $2.3M | +4% | 571k | 4.01 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $2.3M | 22k | 102.41 |
|
|
| MGM Resorts International. (MGM) | 0.1 | $2.3M | -3% | 77k | 29.64 |
|
| McKesson Corporation (MCK) | 0.1 | $2.3M | -62% | 3.3k | 676.66 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.2M | +3% | 7.2k | 312.04 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.2M | -35% | 51k | 43.70 |
|
| Altria (MO) | 0.1 | $2.2M | 36k | 61.04 |
|
|
| Tc Energy Corp (TRP) | 0.1 | $2.2M | 46k | 47.21 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.1M | 4.3k | 495.27 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $2.1M | +8% | 30k | 71.79 |
|
| Honeywell International (HON) | 0.1 | $2.1M | -13% | 9.9k | 211.75 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.1M | 36k | 58.96 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $2.1M | +4% | 7.6k | 271.83 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.1M | -11% | 8.7k | 236.24 |
|
| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $2.1M | +9% | 118k | 17.51 |
|
Past Filings by Evergreen Capital Management
SEC 13F filings are viewable for Evergreen Capital Management going back to 2011
- Evergreen Capital Management 2025 Q1 filed May 15, 2025
- Evergreen Capital Management 2024 Q4 filed Feb. 13, 2025
- Evergreen Capital Management 2024 Q3 filed Nov. 14, 2024
- Evergreen Capital Management 2024 Q2 filed Aug. 14, 2024
- Evergreen Capital Management 2024 Q1 filed May 15, 2024
- Evergreen Capital Management 2023 Q4 filed Feb. 14, 2024
- Evergreen Capital Management 2023 Q3 filed Nov. 14, 2023
- Evergreen Capital Management 2023 Q2 filed Aug. 14, 2023
- Evergreen Capital Management 2023 Q1 filed May 15, 2023
- Evergreen Capital Management 2022 Q4 filed Feb. 14, 2023
- Evergreen Capital Management 2022 Q3 filed Nov. 14, 2022
- Evergreen Capital Management 2022 Q2 filed Aug. 15, 2022
- 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