EVERGREEN CAPITAL MANAGEMENT LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$3.07B
Signature - Title
Wyatt Hay - Chief Operations Officer
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by EVERGREEN CAPITAL MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EVERGREEN CAPITAL MANAGEMENT LLC reported 1065 stock holdings with total value $3.07B as of Q4 2024. Top holdings included MSFT, AAPL, PCAR, IEI, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,065 $3.07B +$324M -$144M +$180M MSFT, AAPL, PCAR, IEI, AMZN 13F-HR 2/13/2025, 04:21 PM
Q3 2024 1,003 $2.91B +$260M -$219M +$40.8M MSFT, AAPL, PCAR, IEI, AMZN 13F-HR 11/14/2024, 11:39 AM
Q2 2024 949 $2.76B +$350M -$131M +$219M MSFT, AAPL, PCAR, IEI, SPTS 13F-HR 8/14/2024, 08:07 AM
Q1 2024 868 $2.57B +$183M -$223M -$40M MSFT, PCAR, AAPL, SPTS, IEI 13F-HR 5/15/2024, 09:16 AM
Q4 2023 841 $2.43B +$199M -$230M -$31.7M MSFT, PCAR, SPTS, AAPL, IEI 13F-HR 2/14/2024, 07:48 AM
Q3 2023 863 $2.28B +$152M -$202M -$50.2M MSFT, SPTS, PCAR, AAPL, IEI 13F-HR 11/14/2023, 09:21 AM
Q2 2023 848 $2.4B +$215M -$138M +$76.7M MSFT, SPTS, AAPL, PCAR, SHY 13F-HR 8/14/2023, 11:57 AM
Q1 2023 720 $2.23B +$170M -$95.5M +$74M MSFT, SPTS, ANGL, VMBS, SHY 13F-HR 5/15/2023, 09:03 AM
Q4 2022 673 $2.13B +$341M -$205M +$136M SPTS, VMBS, MSFT, ANGL, SHY 13F-HR 2/14/2023, 08:32 AM
Q3 2022 614 $1.91B +$224M -$66.9M +$157M SHY, ANGL, MSFT, AAPL, AGOV 13F-HR 11/14/2022, 08:57 AM
Q2 2022 551 $1.9B +$296M -$350M -$54.9M SHY, MSFT, ANGL, AAPL, AGOV 13F-HR 8/15/2022, 12:15 PM
Q1 2022 656 $2.46B +$256M -$202M +$53.8M MSFT, AAPL, ANGL, GOOG, PRU 13F-HR 5/16/2022, 09:06 AM
Q4 2021 635 $2.5B +$280M -$74.6M +$205M MSFT, AAPL, ANGL, PFF, GOOG 13F-HR 3/11/2022, 09:14 AM
Q3 2021 582 $2.21B +$271M -$106M +$165M MSFT, ANGL, PFF, VMBS, AAPL 13F-HR 11/15/2021, 04:43 PM
Q2 2021 530 $2.09B +$156M -$139M +$16.6M MSFT, VMBS, ANGL, PFF, AAPL 13F-HR 8/16/2021, 12:27 PM
Q1 2021 507 $1.95B +$304M -$162M +$143M VMBS, MSFT, ANGL, PFF, AAPL 13F-HR 5/17/2021, 09:42 AM
Q4 2020 450 $1.71B +$233M -$107M +$126M VMBS, MSFT, ANGL, PFF, AAPL 13F-HR 2/16/2021, 03:41 PM
Q3 2020 425 $1.45B +$234M -$132M +$102M VMBS, MSFT, ANGL, PFF, AAPL 13F-HR 11/16/2020, 11:33 AM
Q2 2020 397 $1.32B +$249M -$157M +$91.9M MSFT, ANGL, PFF, AAPL, LQD 13F-HR 8/14/2020, 11:01 AM
Q1 2020 375 $1.07B +$361M -$170M +$191M PFF, MSFT, LQD, AAPL, GBIL 13F-HR 5/15/2020, 11:24 AM
Q4 2019 476 $1.18B +$214M -$118M +$96.6M MSFT, MLPAXXXX, GBIL, MBB, AAPL 13F-HR 2/14/2020, 02:21 PM
Q3 2019 420 $1.07B +$106M -$36.3M +$69.4M GBIL, MSFT, MINT, AMJ, EPD 13F-HR 11/14/2019, 11:30 AM
Q2 2019 441 $1.05B +$160M -$57.8M +$102M GBIL, MSFT, MINT, AMJ, EPD 13F-HR 8/14/2019, 10:05 AM
Q1 2019 408 $997M +$49.2M -$81.2M -$32M GBIL, MINT, AMJ, MSFT, EPD 13F-HR 5/10/2019, 05:07 PM
Q4 2018 381 $954M +$139M -$123M +$16.7M GBIL, MINT, AMJ, MSFT, EPD 13F-HR 2/14/2019, 03:25 PM
Q3 2018 395 $1.13B +$191M -$122M +$69M MINT, GBIL, MSFT, AMJ, TLT 13F-HR 11/13/2018, 07:45 AM
Q2 2018 370 $1.07B +$133M -$89.5M +$43.2M SHY, MINT, AMJ, MSFT, EPD 13F-HR 8/13/2018, 03:15 PM
Q1 2018 363 $1.02B +$168M -$64.3M +$103M SHY, MINT, AMJ, EPD, MSFT 13F-HR 5/10/2018, 05:10 PM
Q4 2017 234 $989M +$221M -$81.8M +$139M SHY, MINT, AMJ, EPD, GIM 13F-HR 2/14/2018, 12:17 PM
Q3 2017 180 $855M +$346M -$18.9M +$327M SHY, AMJ, GIM, EPD, VUG 13F-HR 11/9/2017, 03:06 PM
Q2 2017 127 $591M +$156M -$21.8M +$134M MINT, AMJ, VUG, EPD, LQD 13F-HR 8/8/2017, 01:14 PM
Q1 2017 90 $457M +$41.7M -$69.3M -$27.6M MINT, VUG, TLT, AMJ, EPD 13F-HR 5/9/2017, 09:18 PM
Q4 2016 107 $493M +$70.8M -$52.9M +$18M MINT, VUG, AMJ, EPD, LQD 13F-HR 2/8/2017, 07:00 AM
Q3 2016 97 $474M +$62.8M -$20.8M +$42M TLT, VUG, MINT, AMJ, EPD 13F-HR 10/20/2016, 04:11 PM
Q2 2016 89 $439M +$41.5M -$38.2M +$3.34M TLT, VUG, EPD, AMJ, RWM 13F-HR 7/27/2016, 12:12 PM
Q1 2016 82 $415M +$43.3M -$15.8M +$27.4M TLT, VUG, AMJ, RWM, EPD 13F-HR 5/2/2016, 12:43 PM
Q4 2015 84 $410M +$72.4M -$19.9M +$52.5M TLT, VUG, EPD, LQD, AMJ 13F-HR 2/1/2016, 03:56 PM
Q3 2015 88 $382M +$77.4M -$38M +$39.4M TLT, VUG, LQD, EPD, RWM 13F-HR 11/10/2015, 10:40 AM
Q2 2015 87 $393M +$31M -$24.7M +$6.31M VUG, LQD, RWM, AAPL, VTV 13F-HR 7/28/2015, 04:55 PM
Q1 2015 99 $439M +$81.5M -$110M -$28.7M VUG, LQD, RWM, EPD, TGP 13F-HR 4/30/2015, 06:31 AM
Q4 2014 91 $485M -$2.02M -$2.02M VUG, RWM, DSUMXXXX, LQD, PHYS 13F-HR 2/5/2015, 03:45 PM
Q3 2014 93 $486M +$32.9M -$23.8M +$9.06M VUG, RWM, DSUMXXXX, LQD, PHYS 13F-HR 10/30/2014, 01:13 PM
Q2 2014 93 $485M +$43.7M -$36.6M +$7.14M VUG, RWM, DSUMXXXX, LQD, PHBXXXX 13F-HR 8/1/2014, 09:02 AM
Q1 2014 95 $481M +$38.7M -$78.3M -$39.6M VUG, RWM, DSUMXXXX, LQD, PHBXXXX 13F-HR 5/5/2014, 01:28 PM
Q4 2013 97 $537M VUG, RWM, WPZXXXX, LQD, PHBXXXX 13F-HR 2/4/2014, 11:04 AM