$1.95 Billion is the total value of EVERGREEN CAPITAL MANAGEMENT LLC's 510 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 32.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $78,490,000 | +7.5% | 332,910 | +1.5% | 4.02% | -5.7% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $56,902,000 | +2.4% | 1,782,094 | +3.0% | 2.92% | -10.2% |
| PFF | Buy | ISHARES TRpfd and incm sec | $52,244,000 | +4.1% | 1,360,527 | +4.4% | 2.68% | -8.7% |
| HSRT | Buy | HARTFORD FDS EXCHANGE TRADEDshrt durtn etf | $41,859,000 | +50.8% | 1,021,085 | +51.6% | 2.15% | +32.2% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $38,673,000 | +394.7% | 379,478 | +395.4% | 1.98% | +333.9% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $37,230,000 | +783.3% | 451,273 | +791.4% | 1.91% | +676.0% |
| AMZN | Buy | AMAZON COM INC | $30,811,000 | +17.2% | 9,958 | +23.4% | 1.58% | +2.8% |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $22,536,000 | -6.6% | 1,297,383 | +4.0% | 1.16% | -18.1% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $21,494,000 | +2.1% | 831,503 | +2.5% | 1.10% | -10.5% |
| PCAR | Buy | PACCAR INC | $21,357,000 | +12.3% | 229,847 | +4.2% | 1.10% | -1.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $18,440,000 | +10.8% | 140,267 | +0.2% | 0.95% | -2.8% |
| EMLC | Buy | VANECK VECTORS ETF TRjp morgan mkts | $17,796,000 | -5.5% | 580,060 | +2.5% | 0.91% | -17.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $17,522,000 | +42.1% | 106,613 | +36.1% | 0.90% | +24.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $16,123,000 | +22.8% | 7,817 | +4.4% | 0.83% | +7.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $15,289,000 | +83.5% | 242,178 | +80.3% | 0.78% | +61.0% |
| QCOM | Buy | QUALCOMM INC | $13,377,000 | +58.4% | 100,892 | +82.0% | 0.69% | +38.9% |
| NKE | Buy | NIKE INCcl b | $12,690,000 | -4.3% | 95,490 | +1.9% | 0.65% | -16.0% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $12,357,000 | +4.5% | 580,663 | +7.0% | 0.63% | -8.2% |
| DIS | Buy | DISNEY WALT CO | $12,371,000 | +4.7% | 67,042 | +2.8% | 0.63% | -8.2% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $12,167,000 | +53.5% | 159,312 | +45.3% | 0.62% | +34.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $12,090,000 | +51.8% | 131,614 | +40.3% | 0.62% | +33.0% |
| BAC | Buy | BK OF AMERICA CORP | $11,669,000 | +39.9% | 301,590 | +9.6% | 0.60% | +22.5% |
| CSCO | Buy | CISCO SYS INC | $11,414,000 | +27.3% | 220,733 | +10.2% | 0.58% | +11.6% |
| NUE | New | NUCOR CORP | $11,371,000 | – | 141,660 | +100.0% | 0.58% | – |
| RTLR | Buy | RATTLER MIDSTREAM LP | $11,074,000 | +75.1% | 1,041,762 | +56.1% | 0.57% | +53.5% |
| UDR | New | UDR INC | $11,064,000 | – | 252,265 | +100.0% | 0.57% | – |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $10,994,000 | -3.2% | 338,275 | +7.3% | 0.56% | -15.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $10,913,000 | -0.4% | 48,133 | +2.3% | 0.56% | -12.5% |
| RWT | Buy | REDWOOD TR INC | $10,686,000 | +18.9% | 1,026,543 | +0.3% | 0.55% | +4.4% |
| ORCL | Buy | ORACLE CORP | $10,590,000 | +68.1% | 150,925 | +55.0% | 0.54% | +47.6% |
| CVS | Buy | CVS HEALTH CORP | $10,519,000 | +18.2% | 139,829 | +7.3% | 0.54% | +3.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $10,352,000 | +5.1% | 70,382 | +0.8% | 0.53% | -7.8% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $9,412,000 | +5.7% | 1,094,428 | +3.9% | 0.48% | -7.1% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $9,085,000 | +7.5% | 223,438 | +3.3% | 0.47% | -5.7% |
| HIO | Buy | WESTERN ASSET HIGH INCOME OP | $8,995,000 | +3.1% | 1,770,603 | +0.5% | 0.46% | -9.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $8,998,000 | +61.1% | 154,741 | +62.7% | 0.46% | +41.0% |
| PFE | Buy | PFIZER INC | $8,857,000 | +7.1% | 244,456 | +8.8% | 0.45% | -6.0% |
| IXC | Buy | ISHARES TRglobal energ etf | $8,452,000 | +27.1% | 342,878 | +4.7% | 0.43% | +11.3% |
| AY | Buy | ATLANTICA SUSTAINABLE INFR P | $8,053,000 | +108.0% | 219,842 | +115.7% | 0.41% | +82.7% |
| SQ | Buy | SQUARE INCcl a | $8,064,000 | +5.8% | 35,518 | +1.5% | 0.41% | -7.2% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $7,890,000 | +112.7% | 116,032 | +62.3% | 0.40% | +86.6% |
| LULU | Buy | LULULEMON ATHLETICA INC | $7,664,000 | +7.9% | 24,989 | +22.5% | 0.39% | -5.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $7,584,000 | +136.7% | 21,515 | +153.0% | 0.39% | +108.0% |
| ARCC | Buy | ARES CAPITAL CORP | $7,588,000 | +13.5% | 405,549 | +2.4% | 0.39% | -0.5% |
| FDX | Buy | FEDEX CORP | $7,159,000 | +174.6% | 25,204 | +151.0% | 0.37% | +141.4% |
| VOO | Buy | VANGUARD INDEX FDS | $6,743,000 | +25.5% | 18,510 | +18.4% | 0.35% | +10.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $6,590,000 | +20.7% | 38,765 | +19.5% | 0.34% | +6.0% |
| PCI | Buy | PIMCO DYNAMIC CR INCOME FD | $6,372,000 | +5.8% | 286,130 | +0.7% | 0.33% | -7.1% |
| RWR | Buy | SPDR SER TRdj reit etf | $6,256,000 | +11.3% | 66,079 | +1.9% | 0.32% | -2.4% |
| XEL | New | XCEL ENERGY INC | $6,228,000 | – | 93,634 | +100.0% | 0.32% | – |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $6,118,000 | +1.9% | 316,155 | +2.3% | 0.31% | -10.5% |
| PMT | New | PENNYMAC MTG INVT TR | $6,072,000 | – | 309,789 | +100.0% | 0.31% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $6,071,000 | +15.4% | 23,764 | +4.7% | 0.31% | +1.0% |
| OCSL | Buy | OAKTREE SPECIALTY LENDING CO | $6,049,000 | +14.8% | 975,699 | +3.2% | 0.31% | +0.6% |
| PNW | New | PINNACLE WEST CAP CORP | $6,055,000 | – | 74,435 | +100.0% | 0.31% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $5,705,000 | +9.6% | 15,332 | +3.3% | 0.29% | -3.6% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $5,629,000 | +19.9% | 184,559 | +0.9% | 0.29% | +5.5% |
| VTRS | Buy | VIATRIS INC | $5,570,000 | +918.3% | 398,729 | +1265.4% | 0.29% | +793.8% |
| MSOS | New | ADVISORSHARES TRpure us cannabis | $5,085,000 | – | 119,935 | +100.0% | 0.26% | – |
| ABBV | Buy | ABBVIE INC | $4,803,000 | +19.5% | 44,384 | +18.4% | 0.25% | +4.7% |
| GBDC | Buy | GOLUB CAP BDC INC | $4,780,000 | +8.1% | 326,947 | +4.6% | 0.24% | -5.0% |
| GEF | New | GREIF INCcl a | $4,756,000 | – | 83,430 | +100.0% | 0.24% | – |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,719,000 | +8.2% | 73,326 | +4.3% | 0.24% | -5.1% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $4,662,000 | +76.2% | 105,157 | +67.4% | 0.24% | +54.2% |
| NVDA | Buy | NVIDIA CORPORATION | $4,484,000 | +16.1% | 8,397 | +13.5% | 0.23% | +1.8% |
| TGP | New | TEEKAY LNG PARTNERS L Pprtnrsp units | $4,435,000 | – | 308,200 | +100.0% | 0.23% | – |
| BLK | Buy | BLACKROCK INC | $4,272,000 | +15.7% | 5,666 | +10.8% | 0.22% | +1.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,256,000 | +51.8% | 19,880 | +38.0% | 0.22% | +32.9% |
| KMI | Buy | KINDER MORGAN INC DEL | $4,209,000 | +31.9% | 252,812 | +8.3% | 0.22% | +16.1% |
| UNM | Buy | UNUM GROUP | $4,044,000 | +28.7% | 145,307 | +6.0% | 0.21% | +12.5% |
| NRZ | Buy | NEW RESIDENTIAL INVT CORP | $3,990,000 | +3400.0% | 354,676 | +2996.0% | 0.20% | +2828.6% |
| SNOW | New | SNOWFLAKE INCcl a | $3,726,000 | – | 16,252 | +100.0% | 0.19% | – |
| SLRC | Buy | SLR INVESTMENT CORP | $3,661,000 | +5.8% | 206,137 | +4.3% | 0.19% | -6.9% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $3,622,000 | +2.1% | 38,943 | +1.9% | 0.19% | -10.1% |
| VPU | New | VANGUARD WORLD FDSutilities etf | $3,636,000 | – | 25,874 | +100.0% | 0.19% | – |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $3,553,000 | +5.5% | 90,131 | +0.7% | 0.18% | -7.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,486,000 | +27.0% | 34,970 | +13.4% | 0.18% | +11.9% |
| NFLX | Buy | NETFLIX INC | $3,329,000 | +2.7% | 6,382 | +6.4% | 0.17% | -10.0% |
| MCK | Buy | MCKESSON CORP | $3,239,000 | +1136.3% | 16,607 | +1002.7% | 0.17% | +1006.7% |
| MCHI | Buy | ISHARES TRmsci china etf | $3,220,000 | +1.5% | 39,417 | +0.6% | 0.16% | -10.8% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,227,000 | +15.7% | 27,285 | +6.7% | 0.16% | +1.2% |
| CVX | Buy | CHEVRON CORP NEW | $3,047,000 | +31.6% | 29,074 | +6.0% | 0.16% | +15.6% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $3,048,000 | +13.3% | 27,890 | +0.5% | 0.16% | -0.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,982,000 | +22.0% | 22,022 | +25.3% | 0.15% | +7.0% |
| LOW | Buy | LOWES COS INC | $2,976,000 | +38.9% | 15,650 | +17.3% | 0.15% | +22.4% |
| SU | New | SUNCOR ENERGY INC NEW | $2,952,000 | – | 141,264 | +100.0% | 0.15% | – |
| AMGN | Buy | AMGEN INC | $2,878,000 | +8.7% | 11,568 | +0.5% | 0.15% | -4.5% |
| VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $2,861,000 | +24.6% | 16,435 | +0.5% | 0.15% | +9.7% |
| FISV | Buy | FISERV INC | $2,840,000 | +11.1% | 23,859 | +6.3% | 0.15% | -2.0% |
| USDP | Buy | USD PARTNERS LP | $2,808,000 | +155.3% | 479,924 | +48.8% | 0.14% | +125.0% |
| SBUX | Buy | STARBUCKS CORP | $2,793,000 | +10.3% | 25,557 | +7.9% | 0.14% | -3.4% |
| PLD | Buy | PROLOGIS INC. | $2,724,000 | +28.5% | 25,699 | +20.8% | 0.14% | +12.9% |
| VFC | Buy | V F CORP | $2,735,000 | +14.6% | 34,223 | +22.5% | 0.14% | 0.0% |
| KL | Buy | KIRKLAND LAKE GOLD LTD | $2,667,000 | -11.4% | 78,892 | +8.1% | 0.14% | -22.2% |
| VMW | New | VMWARE INC | $2,619,000 | – | 17,408 | +100.0% | 0.13% | – |
| APD | New | AIR PRODS & CHEMS INC | $2,495,000 | – | 8,870 | +100.0% | 0.13% | – |
| EWU | Buy | ISHARES TRmsci uk etf new | $2,487,000 | +10.7% | 79,418 | +3.5% | 0.13% | -2.3% |
| TSLA | Buy | TESLA INC | $2,484,000 | +14.7% | 3,719 | +21.2% | 0.13% | 0.0% |
| REGN | New | REGENERON PHARMACEUTICALS | $2,469,000 | – | 5,218 | +100.0% | 0.13% | – |
| DOW | Buy | DOW INC | $2,477,000 | +1068.4% | 38,739 | +914.9% | 0.13% | +958.3% |
| EOG | Buy | EOG RES INC | $2,469,000 | +48.9% | 34,041 | +2.4% | 0.13% | +30.9% |
| V | Buy | VISA INC | $2,411,000 | +0.1% | 11,385 | +3.4% | 0.12% | -12.1% |
| BIDU | New | BAIDU INCspon adr rep a | $2,423,000 | – | 11,138 | +100.0% | 0.12% | – |
| VIAC | Buy | VIACOMCBS INCcl b | $2,390,000 | +94.0% | 52,995 | +60.2% | 0.12% | +70.8% |
| KBH | New | KB HOME | $2,377,000 | – | 51,081 | +100.0% | 0.12% | – |
| TGT | Buy | TARGET CORP | $2,317,000 | +65.7% | 11,700 | +47.7% | 0.12% | +45.1% |
| COG | Buy | CABOT OIL & GAS CORP | $2,323,000 | +22.7% | 123,696 | +6.4% | 0.12% | +7.2% |
| EQR | New | EQUITY RESIDENTIALsh ben int | $2,256,000 | – | 31,493 | +100.0% | 0.12% | – |
| HD | Buy | HOME DEPOT INC | $2,229,000 | +75.2% | 7,303 | +52.5% | 0.11% | +54.1% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $2,223,000 | +1.9% | 165,775 | +14.7% | 0.11% | -10.9% |
| VNOM | Buy | VIPER ENERGY PARTNERS LP | $2,191,000 | +39.1% | 150,450 | +11.0% | 0.11% | +21.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,159,000 | +20.2% | 8,891 | +15.9% | 0.11% | +5.7% |
| XOM | Buy | EXXON MOBIL CORP | $2,039,000 | +43.3% | 36,523 | +5.8% | 0.10% | +26.5% |
| GOLD | Buy | BARRICK GOLD CORP | $2,022,000 | -6.6% | 102,118 | +7.5% | 0.10% | -17.5% |
| BIIB | Buy | BIOGEN INC | $2,024,000 | +14.5% | 7,234 | +0.2% | 0.10% | +1.0% |
| GLW | Buy | CORNING INC | $2,032,000 | +807.1% | 46,704 | +649.4% | 0.10% | +700.0% |
| KHC | New | KRAFT HEINZ CO | $2,010,000 | – | 50,259 | +100.0% | 0.10% | – |
| NOK | Buy | NOKIA CORPsponsored adr | $1,987,000 | +27.1% | 501,892 | +25.6% | 0.10% | +12.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,879,000 | +33.5% | 38,305 | +3.1% | 0.10% | +17.1% |
| MCD | Buy | MCDONALDS CORP | $1,838,000 | +27.8% | 8,201 | +22.3% | 0.09% | +11.9% |
| CRM | Buy | SALESFORCE COM INC | $1,804,000 | +31.2% | 8,517 | +37.9% | 0.09% | +16.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,790,000 | +26.5% | 5,027 | +26.8% | 0.09% | +10.8% |
| BKNG | Buy | BOOKING HOLDINGS INC | $1,773,000 | +8.2% | 761 | +3.4% | 0.09% | -5.2% |
| MLCO | New | MELCO RESORTS AND ENTMNT LTDadr | $1,763,000 | – | 88,565 | +100.0% | 0.09% | – |
| FTSI | Buy | FTS INTERNATIONAL INC | $1,689,000 | +34.9% | 68,254 | +4.7% | 0.09% | +19.2% |
| GLD | Buy | SPDR GOLD TR | $1,642,000 | -8.3% | 10,265 | +2.3% | 0.08% | -20.0% |
| AVGO | Buy | BROADCOM INC | $1,609,000 | +130.8% | 3,470 | +118.0% | 0.08% | +102.4% |
| EAF | New | GRAFTECH INTL LTD | $1,599,000 | – | 130,715 | +100.0% | 0.08% | – |
| EWH | Buy | ISHARES INCmsci hong kg etf | $1,581,000 | +8.5% | 59,489 | +0.6% | 0.08% | -4.7% |
| FMC | New | FMC CORP | $1,512,000 | – | 13,670 | +100.0% | 0.08% | – |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,529,000 | +11.0% | 38,729 | +2.8% | 0.08% | -3.7% |
| LLY | Buy | LILLY ELI & CO | $1,504,000 | +64.6% | 8,048 | +48.6% | 0.08% | +45.3% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $1,435,000 | +30.3% | 28,261 | +30.4% | 0.07% | +15.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,433,000 | +88.8% | 27,527 | +81.7% | 0.07% | +65.9% |
| HON | Buy | HONEYWELL INTL INC | $1,427,000 | +39.2% | 6,573 | +36.4% | 0.07% | +21.7% |
| AES | New | AES CORP | $1,378,000 | – | 51,408 | +100.0% | 0.07% | – |
| CME | Buy | CME GROUP INC | $1,392,000 | +16.4% | 6,815 | +3.7% | 0.07% | +1.4% |
| BK | Buy | BANK NEW YORK MELLON CORP | $1,377,000 | +12.2% | 29,122 | +0.7% | 0.07% | -1.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,365,000 | +10.0% | 3,431 | +3.8% | 0.07% | -4.1% |
| ABT | Buy | ABBOTT LABS | $1,359,000 | +24.0% | 11,339 | +13.3% | 0.07% | +9.4% |
| TPL | New | TEXAS PACIFIC LAND CORPORATI | $1,321,000 | – | 831 | +100.0% | 0.07% | – |
| MMM | Buy | 3M CO | $1,333,000 | +21.2% | 6,916 | +9.9% | 0.07% | +6.2% |
| KO | Buy | COCA COLA CO | $1,313,000 | +12.3% | 24,908 | +16.9% | 0.07% | -1.5% |
| ENB | Buy | ENBRIDGE INC | $1,287,000 | +29.9% | 35,363 | +14.2% | 0.07% | +13.8% |
| NGD | Buy | NEW GOLD INC CDA | $1,259,000 | -25.9% | 817,495 | +5.4% | 0.06% | -34.3% |
| EWW | Buy | ISHARES INCmsci mexico etf | $1,212,000 | +7.7% | 27,657 | +5.7% | 0.06% | -6.1% |
| SGDM | Buy | SPROTT ETF TRUSTgold miners etf | $1,212,000 | +79.8% | 45,225 | +104.9% | 0.06% | +59.0% |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $1,174,000 | – | 23,250 | +100.0% | 0.06% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,150,000 | +27.4% | 21,248 | +23.4% | 0.06% | +11.3% |
| STT | Buy | STATE STR CORP | $1,153,000 | +16.8% | 13,725 | +1.2% | 0.06% | +1.7% |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $1,111,000 | -4.7% | 7,402 | +0.6% | 0.06% | -16.2% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,058,000 | +23.5% | 7,479 | +5.5% | 0.05% | +8.0% |
| LSXMK | Buy | LIBERTY MEDIA CORP DEL | $1,024,000 | +2.1% | 23,225 | +0.8% | 0.05% | -10.2% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $1,040,000 | +7.2% | 9,067 | +0.5% | 0.05% | -7.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $995,000 | +9.1% | 2,094 | +14.9% | 0.05% | -3.8% |
| MTB | Buy | M & T BK CORP | $991,000 | +22.0% | 6,538 | +2.5% | 0.05% | +8.5% |
| ERUS | Buy | ISHARES INCmsci russia etf | $935,000 | +6.0% | 23,701 | +0.2% | 0.05% | -7.7% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $926,000 | -3.0% | 8,462 | +0.3% | 0.05% | -16.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $886,000 | +38.9% | 13,587 | +12.9% | 0.04% | +21.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $835,000 | +9.7% | 3,024 | +3.8% | 0.04% | -2.3% |
| ASHR | Buy | DBX ETF TRxtrack hrvst csi | $831,000 | -2.4% | 21,508 | +1.3% | 0.04% | -14.0% |
| MDT | Buy | MEDTRONIC PLC | $814,000 | +12.4% | 6,889 | +11.5% | 0.04% | 0.0% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $794,000 | +5.4% | 6,187 | +0.1% | 0.04% | -6.8% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $786,000 | +7.7% | 6,458 | +2.8% | 0.04% | -7.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $776,000 | +23.2% | 10,047 | +13.5% | 0.04% | +8.1% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $764,000 | +43.6% | 10,470 | +44.5% | 0.04% | +25.8% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $759,000 | +4.1% | 15,450 | +0.1% | 0.04% | -9.3% |
| INTU | Buy | INTUIT | $757,000 | +22.7% | 1,977 | +21.7% | 0.04% | +8.3% |
| ETHO | Buy | ETF MANAGERS TRetho climate lea | $748,000 | +14.9% | 12,982 | +5.8% | 0.04% | 0.0% |
| ASML | Buy | ASML HOLDING N V | $750,000 | +53.7% | 1,215 | +21.5% | 0.04% | +31.0% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $735,000 | +37.6% | 9,631 | +28.9% | 0.04% | +22.6% |
| DOCU | Buy | DOCUSIGN INC | $734,000 | -8.5% | 3,626 | +0.5% | 0.04% | -19.1% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $730,000 | +22.3% | 5,611 | +29.8% | 0.04% | +5.7% |
| NEE | Buy | NEXTERA ENERGY INC | $727,000 | +83.6% | 9,621 | +87.5% | 0.04% | +60.9% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $714,000 | +8.7% | 1,564 | +10.9% | 0.04% | -2.6% |
| CB | Buy | CHUBB LIMITED | $697,000 | +50.2% | 4,412 | +46.2% | 0.04% | +33.3% |
| WES | Buy | WESTERN MIDSTREAM PARTNERS L | $707,000 | +38.6% | 38,014 | +3.0% | 0.04% | +20.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $641,000 | +77.6% | 1,734 | +70.7% | 0.03% | +57.1% |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $631,000 | – | 6,485 | +100.0% | 0.03% | – |
| WMT | Buy | WALMART INC | $618,000 | +8.8% | 4,551 | +15.6% | 0.03% | -3.0% |
| TM | Buy | TOYOTA MOTOR CORP | $611,000 | +22.7% | 3,915 | +21.4% | 0.03% | +6.9% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $594,000 | +7.0% | 6,052 | +1.3% | 0.03% | -6.2% |
| NVO | Buy | NOVO-NORDISK A Sadr | $581,000 | +9.4% | 8,620 | +13.3% | 0.03% | -3.2% |
| CCI | New | CROWN CASTLE INTL CORP NEW | $576,000 | – | 3,347 | +100.0% | 0.03% | – |
| COP | Buy | CONOCOPHILLIPS | $567,000 | +32.8% | 10,696 | +0.3% | 0.03% | +16.0% |
| IIF | Buy | MORGAN STANLEY INDIA INVT FD | $574,000 | +22.9% | 24,635 | +11.9% | 0.03% | +7.4% |
| GE | Buy | GENERAL ELECTRIC CO | $571,000 | +34.0% | 43,521 | +10.4% | 0.03% | +16.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $530,000 | +1.7% | 9,063 | +1.8% | 0.03% | -10.0% |
| MO | New | ALTRIA GROUP INC | $527,000 | – | 10,295 | +100.0% | 0.03% | – |
| GRMN | New | GARMIN LTD | $511,000 | – | 3,876 | +100.0% | 0.03% | – |
| PPG | Buy | PPG INDS INC | $510,000 | +9.7% | 3,393 | +5.2% | 0.03% | -3.7% |
| DHR | Buy | DANAHER CORPORATION | $509,000 | +27.9% | 2,261 | +26.2% | 0.03% | +13.0% |
| XYL | Buy | XYLEM INC | $508,000 | +4.1% | 4,830 | +0.8% | 0.03% | -10.3% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $483,000 | +28.1% | 12,313 | +14.8% | 0.02% | +13.6% |
| GDXJ | Buy | VANECK VECTORS ETF TRjr gold miners e | $493,000 | -4.3% | 10,945 | +15.2% | 0.02% | -16.7% |
| AEM | New | AGNICO EAGLE MINES LTD | $486,000 | – | 8,412 | +100.0% | 0.02% | – |
| AON | Buy | AON PLC | $495,000 | +10.2% | 2,150 | +1.3% | 0.02% | -3.8% |
| EWZ | Buy | ISHARES INCmsci brazil etf | $469,000 | -0.4% | 14,012 | +10.2% | 0.02% | -14.3% |
| SDY | Buy | SPDR SER TRs&p divid etf | $459,000 | +11.7% | 3,887 | +0.1% | 0.02% | 0.0% |
| KGC | Buy | KINROSS GOLD CORP | $459,000 | +150.8% | 68,758 | +176.3% | 0.02% | +118.2% |
| GEL | New | GENESIS ENERGY L Punit ltd partn | $459,000 | – | 49,100 | +100.0% | 0.02% | – |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $453,000 | +16.8% | 2,715 | +2.8% | 0.02% | 0.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $449,000 | +98.7% | 5,061 | +85.4% | 0.02% | +76.9% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $425,000 | +16.8% | 5,029 | +0.7% | 0.02% | +4.8% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $421,000 | +14.7% | 1,902 | +5.8% | 0.02% | +4.8% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $423,000 | +19.5% | 2,409 | +1.3% | 0.02% | +4.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $424,000 | -3.4% | 5,067 | +5.4% | 0.02% | -15.4% |
| DHI | Buy | D R HORTON INC | $411,000 | +37.0% | 4,610 | +5.9% | 0.02% | +16.7% |
| C | Buy | CITIGROUP INC | $400,000 | +44.4% | 5,502 | +22.3% | 0.02% | +31.2% |
| BAX | Buy | BAXTER INTL INC | $403,000 | +33.9% | 4,775 | +27.1% | 0.02% | +16.7% |
| LIN | Buy | LINDE PLC | $417,000 | +25.2% | 1,489 | +18.0% | 0.02% | +10.5% |
| RGLD | Buy | ROYAL GOLD INC | $413,000 | +4.8% | 3,837 | +3.5% | 0.02% | -8.7% |
| URA | New | GLOBAL X FDSglobal x uranium | $384,000 | – | 20,400 | +100.0% | 0.02% | – |
| CI | Buy | CIGNA CORP NEW | $392,000 | +36.6% | 1,620 | +17.6% | 0.02% | +17.6% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $391,000 | +33.9% | 5,632 | +25.8% | 0.02% | +17.6% |
| INFY | Buy | INFOSYS LTDsponsored adr | $389,000 | +23.1% | 20,756 | +11.5% | 0.02% | +11.1% |
| ESGU | Buy | ISHARES TResg awr msci usa | $363,000 | +29.6% | 3,993 | +22.6% | 0.02% | +18.8% |
| SNY | Buy | SANOFIsponsored adr | $367,000 | +29.2% | 7,430 | +27.2% | 0.02% | +11.8% |
| CTVA | Buy | CORTEVA INC | $367,000 | +28.8% | 7,882 | +7.2% | 0.02% | +11.8% |
| SONY | Buy | SONY CORPsponsored adr | $368,000 | +23.1% | 3,475 | +17.4% | 0.02% | +11.8% |
| TJX | Buy | TJX COS INC NEW | $363,000 | +5.2% | 5,491 | +8.7% | 0.02% | -5.0% |
| ZTS | Buy | ZOETIS INCcl a | $351,000 | -1.4% | 2,228 | +3.7% | 0.02% | -14.3% |
| BP | Buy | BP PLCsponsored adr | $342,000 | +50.0% | 14,048 | +26.3% | 0.02% | +38.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $347,000 | +37.2% | 1,451 | +28.6% | 0.02% | +20.0% |
| BYND | Buy | BEYOND MEAT INC | $353,000 | +5.1% | 2,714 | +0.9% | 0.02% | -10.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $343,000 | +44.7% | 6,899 | +45.6% | 0.02% | +28.6% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $358,000 | – | 1,902 | +100.0% | 0.02% | – |
| EMR | Buy | EMERSON ELEC CO | $342,000 | +17.9% | 3,788 | +5.1% | 0.02% | +5.9% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $355,000 | +11.6% | 3,168 | +32.4% | 0.02% | -5.3% |
| SRE | Buy | SEMPRA ENERGY | $355,000 | +8.9% | 2,675 | +4.7% | 0.02% | -5.3% |
| SHOP | New | SHOPIFY INCcl a | $343,000 | – | 310 | +100.0% | 0.02% | – |
| ESGE | Buy | ISHARES INCesg awr msci em | $358,000 | +29.7% | 8,271 | +25.9% | 0.02% | +12.5% |
| PANW | Buy | PALO ALTO NETWORKS INC | $339,000 | -7.6% | 1,054 | +1.9% | 0.02% | -19.0% |
| SAP | Buy | SAP SEspon adr | $338,000 | +32.0% | 2,752 | +40.3% | 0.02% | +13.3% |
| SYY | Buy | SYSCO CORP | $341,000 | +8.3% | 4,337 | +2.1% | 0.02% | -5.6% |
| DEO | Buy | DIAGEO PLCspon adr new | $330,000 | +27.4% | 2,009 | +23.0% | 0.02% | +13.3% |
| MFC | Buy | MANULIFE FINL CORP | $340,000 | +74.4% | 15,804 | +44.4% | 0.02% | +54.5% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $324,000 | +8.0% | 3,756 | +0.1% | 0.02% | -5.6% |
| MGA | Buy | MAGNA INTL INC | $334,000 | +29.0% | 3,798 | +3.7% | 0.02% | +13.3% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $329,000 | +46.2% | 9,991 | +15.7% | 0.02% | +30.8% |
| DD | Buy | DUPONT DE NEMOURS INC | $329,000 | +11.1% | 4,254 | +2.2% | 0.02% | 0.0% |
| ESML | Buy | ISHARES TResg aware msci | $337,000 | +53.2% | 8,742 | +35.6% | 0.02% | +30.8% |
| WMB | Buy | WILLIAMS COS INC | $326,000 | +34.2% | 13,764 | +13.4% | 0.02% | +21.4% |
| NEM | Buy | NEWMONT CORP | $330,000 | +42.9% | 5,475 | +41.7% | 0.02% | +21.4% |
| ETSY | Buy | ETSY INC | $304,000 | +44.8% | 1,508 | +28.0% | 0.02% | +33.3% |
| ZG | Buy | ZILLOW GROUP INCcl a | $313,000 | -3.1% | 2,386 | +0.5% | 0.02% | -15.8% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $317,000 | +1.9% | 2,909 | +1.7% | 0.02% | -11.1% |
| BNS | Buy | BANK NOVA SCOTIA B C | $310,000 | +30.3% | 4,950 | +12.5% | 0.02% | +14.3% |
| LRCX | New | LAM RESEARCH CORP | $304,000 | – | 510 | +100.0% | 0.02% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $315,000 | – | 1,188 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO | $295,000 | – | 788 | +100.0% | 0.02% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $292,000 | +3.9% | 4,851 | +0.5% | 0.02% | -6.2% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $295,000 | +4.6% | 3,774 | +9.5% | 0.02% | -6.2% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $284,000 | +37.9% | 3,658 | +33.5% | 0.02% | +25.0% |
| ECL | Buy | ECOLAB INC | $288,000 | +15.7% | 1,346 | +16.8% | 0.02% | 0.0% |
| CRNC | Buy | CERENCE INC | $298,000 | -4.2% | 3,323 | +7.5% | 0.02% | -16.7% |
| TS | Buy | TENARIS S Asponsored ads | $289,000 | +45.2% | 12,741 | +2.3% | 0.02% | +25.0% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $289,000 | – | 12,428 | +100.0% | 0.02% | – |
| TFC | New | TRUIST FINL CORP | $285,000 | – | 4,892 | +100.0% | 0.02% | – |
| MU | Buy | MICRON TECHNOLOGY INC | $287,000 | +42.1% | 3,256 | +20.9% | 0.02% | +25.0% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $293,000 | +36.9% | 7,552 | +32.6% | 0.02% | +15.4% |
| SNA | New | SNAP ON INC | $280,000 | – | 1,213 | +100.0% | 0.01% | – |
| TEL | Buy | TE CONNECTIVITY LTD | $279,000 | +10.7% | 2,157 | +3.5% | 0.01% | -6.7% |
| UL | Buy | UNILEVER PLCspon adr new | $271,000 | -1.5% | 4,852 | +6.5% | 0.01% | -12.5% |
| ANSS | Buy | ANSYS INC | $268,000 | -1.5% | 790 | +5.8% | 0.01% | -12.5% |
| GILD | New | GILEAD SCIENCES INC | $268,000 | – | 4,142 | +100.0% | 0.01% | – |
| WDAY | Buy | WORKDAY INCcl a | $244,000 | +3.8% | 984 | +0.4% | 0.01% | -7.1% |
| RH | New | RH | $249,000 | – | 417 | +100.0% | 0.01% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $260,000 | – | 2,705 | +100.0% | 0.01% | – |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $246,000 | +12.8% | 398 | +20.6% | 0.01% | 0.0% |
| SLF | Buy | SUN LIFE FINANCIAL INC. | $257,000 | +21.2% | 5,077 | +6.7% | 0.01% | +8.3% |
| AFL | Buy | AFLAC INC | $244,000 | +20.8% | 4,763 | +5.0% | 0.01% | +8.3% |
| BBN | Buy | BLACKROCK TAX MUNICPAL BD TR | $263,000 | -8.4% | 10,650 | +0.0% | 0.01% | -23.5% |
| VVV | Buy | VALVOLINE INC | $258,000 | +13.7% | 9,881 | +0.8% | 0.01% | 0.0% |
| MS | New | MORGAN STANLEY | $257,000 | – | 3,303 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $262,000 | – | 4,318 | +100.0% | 0.01% | – |
| JD | Buy | JD.COM INCspon adr cl a | $257,000 | +11.3% | 3,042 | +15.6% | 0.01% | -7.1% |
| IBTX | New | INDEPENDENT BK GROUP INC | $256,000 | – | 3,541 | +100.0% | 0.01% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $233,000 | – | 3,901 | +100.0% | 0.01% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $242,000 | +7.6% | 2,507 | +2.2% | 0.01% | -7.7% |
| TD | New | TORONTO DOMINION BK ONT | $231,000 | – | 3,549 | +100.0% | 0.01% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $226,000 | – | 445 | +100.0% | 0.01% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $231,000 | – | 720 | +100.0% | 0.01% | – |
| KKR | New | KKR & CO INC | $234,000 | – | 4,796 | +100.0% | 0.01% | – |
| CNI | Buy | CANADIAN NATL RY CO | $242,000 | +19.8% | 2,084 | +13.3% | 0.01% | 0.0% |
| COF | New | CAPITAL ONE FINL CORP | $242,000 | – | 1,899 | +100.0% | 0.01% | – |
| ANTM | New | ANTHEM INC | $228,000 | – | 635 | +100.0% | 0.01% | – |
| AIG | New | AMERICAN INTL GROUP INC | $227,000 | – | 4,908 | +100.0% | 0.01% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $235,000 | +14.6% | 3,220 | +0.5% | 0.01% | 0.0% |
| HYI | Buy | WESTERN ASSET HIGH YIELD DEF | $239,000 | +1.3% | 15,475 | +1.0% | 0.01% | -14.3% |
| SLB | New | SCHLUMBERGER LTD | $233,000 | – | 8,569 | +100.0% | 0.01% | – |
| WDFC | New | WD-40 CO | $210,000 | – | 687 | +100.0% | 0.01% | – |
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $210,000 | – | 1,534 | +100.0% | 0.01% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $212,000 | – | 1,048 | +100.0% | 0.01% | – |
| BXMT | New | BLACKSTONE MTG TR INC | $213,000 | – | 6,857 | +100.0% | 0.01% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $221,000 | – | 1,567 | +100.0% | 0.01% | – |
| FHB | New | FIRST HAWAIIAN INC | $207,000 | – | 7,552 | +100.0% | 0.01% | – |
| ENTG | New | ENTEGRIS INC | $208,000 | – | 1,860 | +100.0% | 0.01% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $224,000 | – | 977 | +100.0% | 0.01% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $216,000 | – | 7,421 | +100.0% | 0.01% | – |
| TXG | New | 10X GENOMICS INC | $218,000 | – | 1,206 | +100.0% | 0.01% | – |
| SYK | New | STRYKER CORPORATION | $212,000 | – | 870 | +100.0% | 0.01% | – |
| AXON | New | AXON ENTERPRISE INC | $217,000 | – | 1,523 | +100.0% | 0.01% | – |
| STPK | New | STAR PEAK ENERGY TRANSITIONcl a | $200,000 | – | 200,000 | +100.0% | 0.01% | – |
| BEN | New | FRANKLIN RESOURCES INC | $203,000 | – | 6,852 | +100.0% | 0.01% | – |
| MHD | New | BLACKROCK MUNIHOLDINGS QUALI | $188,000 | – | 11,772 | +100.0% | 0.01% | – |
| LEN | New | LENNAR CORPcl a | $202,000 | – | 1,991 | +100.0% | 0.01% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $202,000 | – | 10,981 | +100.0% | 0.01% | – |
| EBAY | New | EBAY INC. | $203,000 | – | 3,320 | +100.0% | 0.01% | – |
| WSM | New | WILLIAMS SONOMA INC | $203,000 | – | 1,135 | +100.0% | 0.01% | – |
| STLA | New | STELLANTIS N.V | $192,000 | – | 10,811 | +100.0% | 0.01% | – |
| ING | Buy | ING GROEP N.V.sponsored adr | $155,000 | +55.0% | 12,639 | +19.8% | 0.01% | +33.3% |
| BOWX | New | BOWX ACQUISITION CORPcl a | $117,000 | – | 10,000 | +100.0% | 0.01% | – |
| EQX | Buy | EQUINOX GOLD CORP | $104,000 | -4.6% | 13,010 | +23.5% | 0.01% | -16.7% |
| UMC | Buy | UNITED MICROELECTRONICS CORPspon adr new | $104,000 | +15.6% | 11,444 | +7.5% | 0.01% | 0.0% |
| AEG | Buy | AEGON N V | $107,000 | +21.6% | 22,574 | +1.7% | 0.01% | 0.0% |
| SWN | Buy | SOUTHWESTERN ENERGY CO | $104,000 | +108.0% | 22,398 | +33.5% | 0.01% | +66.7% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $107,000 | +87.7% | 46,317 | +60.3% | 0.01% | +66.7% |
| MUFG | Buy | MITSUBISHI UFJ FINL GROUP INsponsored ads | $78,000 | +21.9% | 14,407 | +0.4% | 0.00% | 0.0% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $86,000 | +32.3% | 25,181 | +19.0% | 0.00% | 0.0% |
| TEF | New | TELEFONICA S Asponsored adr | $67,000 | – | 14,786 | +100.0% | 0.00% | – |
| NMR | New | NOMURA HLDGS INCsponsored adr | $54,000 | – | 10,124 | +100.0% | 0.00% | – |
| ELP | New | COMPANHIA PARANAENSE ENERG Cspon adr pfd | $19,000 | – | 15,320 | +100.0% | 0.00% | – |
| ESGC | Buy | EROS STX GLOBAL CORPORATION | $28,000 | +16.7% | 15,250 | +15.1% | 0.00% | 0.0% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELput | $0 | – | 1,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS GROWTH ETF | 42 | Q3 2023 | 9.8% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 5.1% |
| ENTERPRISE PRODS PARTNERS L P | 42 | Q3 2023 | 4.6% |
| APPLE INC COM | 42 | Q3 2023 | 3.1% |
| JPMORGAN CHASE & CO ALERIAN ML | 42 | Q3 2023 | 6.1% |
| ISHARES TR BARCLYS 1-3 YR | 42 | Q3 2023 | 9.3% |
| VANGUARD INDEX FDS VALUE ETF | 42 | Q3 2023 | 3.1% |
| ISHARES TR S&P500 GRW | 42 | Q3 2023 | 2.9% |
| VANGUARD INTL EQUITY INDEX FD | 42 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 1.3% |
View EVERGREEN CAPITAL MANAGEMENT LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| TEMPLETON EMERGING MARKETS INCOME FUND | February 14, 2023 | 2,905,045 | 6.1% |
View EVERGREEN CAPITAL MANAGEMENT LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View EVERGREEN CAPITAL MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.