Evelyn Partners Asset Management LTD New Holdings in Q3 2025

Evelyn Partners Asset Management LTD

  • $443 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
84.7K
New
$300.96 - $355.47 $25.5M - $30.1M
84.7K $30.1B
VT
Vanguard Total World Stk Index

ETFs
209K
New
$128.41 - $138.03 $26.8M - $28.8M
209K $28.7B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
185K
New
$50.79 - $76.4 $9.4M - $14.1M
185K $14.1B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
362K
New
$25.43 - $27.31 $9.22M - $9.9M
362K $9.9B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
106K
New
$80.54 - $89.67 $8.57M - $9.55M
106K $9.35B
URA
Global X Uranium ETF

ETFs
170K
New
$36.45 - $50.4 $6.18M - $8.55M
170K $8.08B
VDE
Vanguard Energy ETF

ETFs
61.3K
New
$118.37 - $129.65 $7.25M - $7.94M
61.3K $7.71B
SGOL
Abrdn Gold ETF Trust

ETFs
209K
New
$31.18 - $36.81 $6.52M - $7.69M
209K $7.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11K
New
$567.77 - $614.76 $6.22M - $6.73M
11K $6.71B
IAU
Ishares Gold Trust

ETFs
80.5K
New
$61.62 - $72.77 $4.96M - $5.86M
80.5K $5.86B
VO
Vanguard Mid Cap ETF

ETFs
19K
New
$279.83 - $293.74 $5.3M - $5.57M
19K $5.57B
URTH
Ishares Msci World ETF

ETFs
28.8K
New
$168.96 - $181.71 $4.86M - $5.23M
28.8K $5.22B
PPG
Ppg Industries Inc

Basic Materials
45.1K
New
$103.65 - $119.07 $4.68M - $5.38M
45.1K $4.75B
EWG
Ishares Msci Germany ETF

ETFs
103K
New
$40.75 - $43.26 $4.18M - $4.44M
103K $4.27B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.63K
New
$617.65 - $666.84 $2.86M - $3.09M
4.63K $3.09B
IWV
Ishares Russell 3000 ETF

ETFs
8.08K
New
$351.04 - $379.81 $2.84M - $3.07M
8.08K $3.06B
CB
Chubb LTD

Financial Services
8.24K
New
$265.99 - $289.59 $2.19M - $2.39M
8.24K $2.33B
ACWI
Ishares Msci Acwi ETF

ETFs
14.9K
New
$128.32 - $138.41 $1.92M - $2.07M
14.9K $2.06B
GHC
Graham Holdings CO

Consumer Defensive
1.56K
New
$882.65 - $1184.8 $1.38M - $1.85M
1.56K $1.84B
IVV
Ishares Core S&P 500 ETF

ETFs
2.74K
New
$620.67 - $670.08 $1.7M - $1.84M
2.74K $1.83B
IWM
Ishares Russell 2000 ETF

ETFs
7.19K
New
$214.92 - $244.84 $1.55M - $1.76M
7.19K $1.74B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13.8K
New
$82.38 - $83.0 $1.14M - $1.15M
13.8K $1.15B
IEF
Ishares Barclays

ETFs
10.8K
New
$93.91 - $97.26 $1.01M - $1.05M
10.8K $1.04B
VTI
Vanguard Total Stock Market Et

ETFs
2.69K
New
$303.93 - $329.86 $816K - $886K
2.69K $881M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
10.5K
New
$75.26 - $80.19 $789K - $841K
10.5K $836M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.04K
New
$102.4 - $103.88 $824K - $836K
8.04K $831M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.47K
New
$72.57 - $74.72 $687K - $708K
9.47K $704M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.02K
New
$136.48 - $142.97 $686K - $718K
5.02K $703M
FNV
Franco Nevada Corp

Basic Materials
2.7K
New
$154.4 - $222.91 $417K - $602K
2.7K $601M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.25K
New
$420.11 - $472.68 $525K - $591K
1.25K $586M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.2K
New
$86.72 - $111.84 $364K - $470K
4.2K $470M
HDV
Ishares Core High Dividend ETF

ETFs
3.3K
New
$118.16 - $123.66 $390K - $409K
3.3K $405M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.57K
New
$109.11 - $111.88 $389K - $399K
3.57K $397M
TCOM
Trip.Com Group LTD

Consumer Cyclical
4.91K
New
$58.74 - $78.52 $289K - $386K
4.91K $369M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
720
New
$393.18 - $439.39 $283K - $316K
720 $314M
EWJ
Ishares Msci Japan ETF

ETFs
3.75K
New
$71.69 - $81.49 $269K - $306K
3.75K $301M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.27K
New
$49.43 - $54.52 $260K - $287K
5.27K $285M
IYW
Ishares Dj Us Tech ETF

ETFs
1.45K
New
$171.38 - $197.01 $248K - $285K
1.45K $284M
EPP
Ishares Inc

ETFs
5K
New
$48.87 - $52.69 $244K - $263K
5K $258M
WTM
White Mountains Insurance Group LTD

Financial Services
154
New
$1671.52 - $1869.81 $257K - $288K
154 $257M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.36K
New
$70.85 - $76.96 $238K - $259K
3.36K $255M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.86K
New
$25.29 - $28.33 $224K - $251K
8.86K $247M
VIG
Vanguard Dividend Appreciation

ETFs
990
New
N/A
990 $214M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
4.77K
New
$39.42 - $42.19 $188K - $201K
4.77K $200M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
4.6K
New
$32.78 - $42.61 $151K - $196K
4.6K $193M
VEA
Vanguard Ftse Developed Market

ETFs
3.18K
New
$56.02 - $60.3 $178K - $192K
3.18K $191M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.43K
New
$117.65 - $120.08 $168K - $171K
1.43K $171M
SHOP
Shopify Inc.

Technology
1.09K
New
$112.11 - $157.12 $122K - $171K
1.09K $162M
XLK
Technology Sector Spdr

ETFs
555
New
$250.97 - $282.66 $139K - $157K
555 $156M
Activity Summary
Buys All Purchases 200 New Holdings 145 Increased Positions 55 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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