Evergreen Advisors, LLC
Top Portfolio Positions
113 positions ·
$10,641,210 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
4,599 | $2,990,913 | 28.11% | |
| AAPL |
Apple Inc.
Technology
|
4,240 | $1,076,069 | 10.11% | |
| AVGO |
Broadcom Inc.
Technology
|
1,759 | $544,428 | 5.12% | |
| SMBK |
Smartfinancial Inc.
Financial Services
|
11,836 | $462,550 | 4.35% | |
| NVDA |
Nvidia Corp
Technology
|
1,968 | $343,219 | 3.23% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
1,410 | $333,154 | 3.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,028 | $295,611 | 2.78% | |
| MSFT |
Microsoft Corp
Technology
|
571 | $211,367 | 1.99% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
620 | $203,911 | 1.92% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
396 | $189,763 | 1.78% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SMBK
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $462,550 | 11,836 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $436,925 | 11,812 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $397,286 | 11,761 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $364,630 | 11,732 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $362,651 | 11,706 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $340,355 | 11,680 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $275,708 | 11,648 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $244,580 | 11,608 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $283,251 | 11,566 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $246,246 | 11,523 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $247,020 | 11,484 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $264,767 | 11,442 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $313,747 | 11,409 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $281,249 | 11,382 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $274,216 | 11,350 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $289,565 | 11,320 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $291,148 | 11,263 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $269,104 | 11,208 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $242,653 | 11,208 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $202,750 | 11,177 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $151,474 | 11,146 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $179,678 | 11,105 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $168,389 | 11,071 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||