13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001762294
Total reported value
$468.6M
$468.6M
20 檔
65.5%
As reported in its official Q4 2024 Form 13F filing, Evergreen Advisors, LLC's tracked investment portfolio stood at $468.6M with 20 total positions.
In Q4 2024, Evergreen Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 39.51% | +1.92% | +188.57% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 12.62% | +0.29% | +107.52% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 12.23% | -0.70% | +11.21% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.79% | -0.57% | +212.06% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.74% | -0.55% | +18.29% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.87% | -0.50% | +14.89% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.42% | +0.55% | +0.78% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.02% | -17.68% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.01% | +0.62% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | — | +0.79% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.26% | -0.02% | -27.87% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.01% | +17.14% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.17% | — | -26.14% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.14% | +0.01% | +1.64% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.06% | — | |
| 16 | SMBK | Smartfinancial Inc | Stock-Other | 0.10% | +0.01% | +0.22% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.08% | -0.01% | -0.25% | |
| 18 | PTF | Invesco Dorsey Wright Tech | ETF-Tech | 0.06% | — | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.06% | — | +0.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +1% | +18.29% | Add |
| 2 | VMBS | Vanguard Mortgage-backed Sec | +0.7% | +14.89% | Add |
| 3 | VCIT | Vanguard Int-term Corporate | +0.6% | +11.21% | Add |
| 4 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 5 | PTF | Invesco Dorsey Wright Tech | +0.1% | NEW | New buy |
| 6 | MSFT | Microsoft CORP | +0.1% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.1% | +17.14% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.62% | Add |
| 9 | SMBK | Smartfinancial Inc | 0% | +0.22% | Add |
| 10 | VB | Vanguard Small-cap ETF | — | +0.69% | Add |
| 11 | VEU | Vanguard Ftse All-world Ex-u | 0% | +1.64% | Add |
| 12 | LOW | Lowe's Cos Inc | 0% | -0.25% | Trim |
| 13 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.79% | Add |
| 14 | SCHD | Schwab US Dvd Equity ETF | 0% | +212.06% | Add |
| 15 | IWD | Ishares Russell 1000 Value E | -0.1% | -26.14% | Trim |
| 16 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.78% | Add |
| 17 | AGG | Ishares Core U.s. Aggregate | -0.1% | -27.87% | Trim |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -17.68% | Trim |
| 19 | SCHB | Schwab US Broad Market ETF | -1% | +188.57% | Add |
| 20 | SCHF | Schwab Intl Equity ETF | -1% | +107.52% | Add |
According to official SEC Form 13F filings, Evergreen Advisors, LLC reported a total U.S. public equity portfolio value of $468.6M across 20 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, SCHF, VCIT) accounted for 65.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
NVDA
市值: $412.1K
Top Position Liquidated / Trimmed
SPY
前期市值: $4.1M
During Q4 2024, Evergreen Advisors, LLC's top holdings by market value included SCHB (39.5%)、SCHF (12.6%)、VCIT (12.2%). The largest single position, SCHB, represented 39.5% of total portfolio value.
In Q4 2024, Evergreen Advisors, LLC made 20 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.