Evergreen Advisors, LLC Top Holdings and 13F Report (2024) About Evergreen Advisors, LLCInvestment ActivityEvergreen Advisors, LLC has $365.83 million in total holdings as of June 30, 2024.Evergreen Advisors, LLC owns shares of 20 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 43.61% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Evergreen Advisors, LLC has purchased 17 new stocks and bought additional shares in 13 stocks.Evergreen Advisors, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $144,528,009Schwab International Equity ETF $46,176,783Vanguard Intermediate-Term Corporate Bond ETF $44,744,369Schwab US Dividend Equity ETF $39,481,649Vanguard Intermediate-Term Treasury Index ETF $31,958,031 Largest New Holdings this Quarter NVIDIA $412,136 HoldingInvesco Dorsey Wright Technology Momentum ETF $228,564 HoldingMicrosoft $218,337 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 4,160,555 shares (about $94.44M)Schwab US Dividend Equity ETF 982,057 shares (about $26.83M)Schwab International Equity ETF 1,293,254 shares (about $23.93M)Vanguard Intermediate-Term Treasury Index ETF 85,180 shares (about $4.94M)Vanguard Intermediate-Term Corporate Bond ETF 56,183 shares (about $4.51M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,259 shares (about $737.87K)iShares Core U.S. Aggregate Bond ETF 3,765 shares (about $364.83K)iShares Russell 1000 Value ETF 1,171 shares (about $216.79K)Lowe's Companies 3 shares (about $740.22) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$144,528,009$94,444,593 ▲188.6%6,366,87339.5%ETFSCHFSchwab International Equity ETF$46,176,783$23,925,202 ▲107.5%2,496,04212.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$44,744,369$4,509,812 ▲11.2%557,42312.2%ETFSCHDSchwab US Dividend Equity ETF$39,481,649$26,829,788 ▲212.1%1,445,15610.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$31,958,031$4,940,436 ▲18.3%551,0018.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$28,773,234$3,729,036 ▲14.9%634,6107.9%ETFIJRiShares Core S&P Small-Cap ETF$19,813,686$153,358 ▲0.8%171,9645.4%ETFSPYSPDR S&P 500 ETF Trust$3,436,773$737,875 ▼-17.7%5,8640.9%FinanceVTIVanguard Total Stock Market ETF$1,122,624$6,955 ▲0.6%3,8740.3%ETFVIGVanguard Dividend Appreciation ETF$1,105,993$8,616 ▲0.8%5,6480.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$944,000$364,829 ▼-27.9%9,7420.3%FinanceAAPLApple$910,402$133,205 ▲17.1%3,6360.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$612,595$216,787 ▼-26.1%3,3090.2%ETFVEUVanguard FTSE All-World ex-US ETF$495,364$7,980 ▲1.6%8,6290.1%ETFNVDANVIDIA$412,136$412,136 ▲New Holding3,0690.1%Computer and TechnologySMBKSmartFinancial$362,641$805 ▲0.2%11,7060.1%FinanceLOWLowe's Companies$292,387$740 ▼-0.3%1,1850.1%Retail/WholesalePTFInvesco Dorsey Wright Technology Momentum ETF$228,564$228,564 ▲New Holding3,1500.1%ETFMSFTMicrosoft$218,337$218,337 ▲New Holding5180.1%Computer and TechnologyVBVanguard Small-Cap ETF$211,258$1,442 ▲0.7%8790.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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