Evergreen Advisors, LLC

Portfolio Overview

Evergreen Advisors, LLC has reported a significant expansion in its portfolio management activities for the quarter ending June 30, 2025. The total portfolio value surged by 234.2%, growing from $112.96M to $377.49M. This dramatic increase in assets under management (AUM) is accompanied by a structural overhaul of the portfolio's composition. The number of holdings stands at 22, indicating a focused investment approach. The portfolio is heavily concentrate...