— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Evergreen Advisors, LLC

1206 POINTE CENTRE DRIVE SUITE 160, CHATTANOOGA, TN 37421 • 423-933-1814

Q1 2025 · Filed 2025-05-07
Market Value
$360M
-1.5%
Holdings
20
New Purchases
0
Added To
8
Closed
3
Reduced
9
Top 10 Concentration
98.9%
Turnover
15.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHF 13.51% 12.62% +0.89% $49M
VCIT 12.98% 12.23% +0.74% $47M
VMBS 8.28% 7.87% +0.42% $30M
SCHD 11.18% 10.79% +0.39% $40M
VGIT 9.11% 8.74% +0.37% $33M
IWD 0.21% 0.17% +0.05% $768K
VEU 0.17% 0.14% +0.03% $596K
VIG 0.31% 0.30% +0.00% $1M
SMBK 0.10% 0.10% +0.00% $365K
AGG 0.26% 0.26% +0.00% $934K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHB 37.50% 39.51% -2.01% $135M
IJR 4.94% 5.42% -0.48% $18M
SPY 0.82% 0.94% -0.12% $3M
PTF 0.00% 0.06% -0.06% $0
MSFT 0.00% 0.06% -0.06% $0
VB 0.00% 0.06% -0.06% $0
NVDA 0.07% 0.11% -0.04% $269K
AAPL 0.21% 0.25% -0.03% $773K
LOW 0.06% 0.08% -0.02% $222K
VTI 0.30% 0.31% -0.01% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 98.6%
Technology 0.7%
Consumer Cyclical 0.2%
Industrials 0.1%
Communication Services 0.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $5M 1.4%
Large Cap 13 $355M 98.5%
Small Cap 2 $365K 0.1%

Portfolio Analytics

Avg Market Cap
$771.2B
Median Market Cap
$98.5B
Avg P/E
25.2
Median P/E
24.8
Avg Dividend Yield
0.01%
Avg Beta
1.07
# Stocks
5
# ETFs / Funds
15

Top Holdings (20 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHB 37.50% 6,274,467 $135M $21.53 -$9M -92,406 -1.4%
2 SCHF 13.51% 2,460,423 $49M $19.78 $2M -35,619 -1.4%
3 VCIT 12.98% 571,724 $47M $81.76 $2M +14,301 +2.6%
4 SCHD 11.18% 1,440,267 $40M $27.96 $788K -4,889 -0.3%
5 VGIT 9.11% 552,207 $33M $59.40 $843K +1,206 +0.2%
6 VMBS 8.28% 644,467 $30M $46.31 $1M +9,857 +1.6%
7 IJR 4.94% 170,182 $18M $104.57 -$2M -1,782 -1.0%
8 SPY 0.82% 5,253 $3M $559.39 -$498K -611 -10.4%
9 VIG 0.31% 5,674 $1M $193.99 -$5K +26 +0.5%
10 VTI 0.30% 3,888 $1M $274.81 -$54K +14 +0.4%
11 AGG 0.26% 9,439 $934K $98.92 -$10K -303 -3.1%
12 AAPL 0.21% 3,478 $773K $222.15 -$138K -158 -4.3%
13 IWD 0.21% 4,082 $768K $188.16 $155K +773 +23.4%
14 VEU 0.17% 9,830 $596K $60.66 $101K +1,201 +13.9%
15 SMBK 0.10% 11,732 $365K $31.08 $2K +26 +0.2%
16 NVDA 0.07% 2,479 $269K $108.38 -$143K -590 -19.2%
17 LOW 0.06% 951 $222K $233.18 -$71K -234 -19.8%
18 VB —% -$211K -879 -100.0% SOLD
19 PTF —% -$229K -3,150 -100.0% SOLD
20 MSFT —% -$218K -518 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
VB —%
PTF —%
MSFT —%
View SEC EDGAR Filings for Evergreen Advisors, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms