Evergreen Advisors

Evergreen Advisors as of March 31, 2026

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