Evanson Asset Management, LLC Purchases in Q1 2025

Evanson Asset Management, LLC

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
38.9K
+ 5.54%
$25.54 - $28.79 $993K - $1.12M
741K $20.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
382
+ 1.84%
$442.66 - $534.52 $169K - $204K
21.2K $11.3M
MUB
Ishares National Muni Bond ETF

ETFs
15.5K
New
$104.71 - $107.69 $1.62M - $1.67M
15.5K $1.63M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
46.9K
+ 9.98%
$25.35 - $27.46 $1.19M - $1.29M
518K $13.7M
NVDA
Nvidia Corp

Technology
22.3K
+ 43.6%
$106.98 - $149.43 $2.38M - $3.33M
73.4K $7.96M
DUHP
Dimensional ETF Tr Dimensional

ETFs
31.9K
+ 47.75%
$32.57 - $35.82 $1.04M - $1.14M
98.8K $3.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.5K
+ 25.2%
$58.01 - $64.46 $781K - $868K
66.9K $4.16M
VEEV
Veeva Systems Inc

Healthcare
2.6K
New
$210.58 - $246.8 $547K - $641K
2.6K $602K
SCHO
Schwab Short Term Us Treasury

ETFs
17.4K
+ 57.08%
$24.1 - $24.34 $421K - $425K
48K $1.17M
OKTA
Okta, Inc.

Technology
2.96K
+ 90.25%
$78.83 - $116.72 $233K - $346K
6.24K $656K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.22K
New
$165.25 - $224.62 $366K - $498K
2.22K $368K
LOW
Lowes Companies Inc

Consumer Cyclical
1.18K
New
$222.66 - $268.42 $262K - $316K
1.18K $274K
LLY
Eli Lilly & CO

Healthcare
234
+ 15.85%
$725.72 - $929.72 $170K - $218K
1.71K $1.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.7K
+ 20.17%
$360.07 - $417.26 $610K - $707K
10.1K $3.65M
SPOT
Spotify Technology S.A.

Communication Services
494
New
$457.79 - $648.32 $226K - $320K
494 $271K
ABBV
Abb Vie Inc.

Healthcare
757
+ 21.48%
$169.2 - $216.66 $128K - $164K
4.28K $896K
VGSH
Vanguard

ETFs
4.49K
+ 69.62%
$58.07 - $58.69 $261K - $264K
10.9K $642K
SO
Southern CO

Utilities
2.78K
New
$80.96 - $92.96 $225K - $258K
2.78K $255K
PH
Parker Hannifin Corp

Industrials
414
New
$591.65 - $707.05 $245K - $293K
414 $251K
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.31K
+ 5.51%
$25.1 - $27.85 $108K - $120K
82.4K $2.22M
ED
Consolidated Edison Inc

Utilities
2.2K
New
$88.0 - $110.59 $194K - $243K
2.2K $243K
SHW
Sherwin Williams CO

Basic Materials
671
New
$330.16 - $365.55 $222K - $245K
671 $234K
CARR
Carrier Global Corp

Industrials
3.69K
New
$62.07 - $70.55 $229K - $260K
3.69K $233K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.22K
+ 84.08%
$100.34 - $100.68 $223K - $223K
4.86K $489K
AEP
American Electric Power CO Inc

Utilities
2K
New
$90.32 - $109.27 $180K - $218K
2K $217K
VEA
Vanguard Ftse Developed Market

ETFs
966
+ 1.78%
$47.4 - $52.99 $45.8K - $51.2K
55.2K $2.81M
AVLV
American Centy ETF Tr Avantis
3.11K
New
$63.51 - $70.42 $197K - $219K
3.11K $202K
IDV
Ishares Tr

ETFs
6.46K
New
$27.0 - $31.7 $174K - $205K
6.46K $200K
IWD
Ishares Russell 1000 Val ETF

ETFs
839
+ 6.22%
$182.82 - $196.21 $153K - $165K
14.3K $2.7M
MA
Mastercard Inc

Financial Services
273
+ 12.25%
$504.67 - $576.31 $138K - $157K
2.5K $1.37M
ADP
Automatic Data Processing Inc

Industrials
610
+ 71.68%
$286.85 - $318.64 $175K - $194K
1.46K $446K
T
At&T Inc.

Communication Services
4.26K
+ 31.37%
$21.56 - $28.28 $91.8K - $120K
17.8K $504K
TJX
Tjx Companies Inc

Consumer Cyclical
1.3K
+ 77.14%
$112.81 - $126.16 $147K - $164K
2.98K $363K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4K
+ 7.06%
$27.01 - $28.54 $108K - $114K
60.7K $1.7M
KRP
Kimbell Royalty Partners, LP

Energy
10.5K
New
$13.35 - $16.45 $140K - $172K
10.5K $146K
AVUV
American Centy ETF Tr Avantis

ETFs
3.19K
+ 22.66%
$84.95 - $100.62 $271K - $321K
17.3K $1.51M
IBM
International Business Machines Corp

Technology
272
+ 12.06%
$217.4 - $264.74 $59.1K - $72K
2.53K $628K
AMGN
Amgen Inc

Healthcare
136
+ 8.17%
$258.59 - $327.36 $35.2K - $44.5K
1.8K $561K
VDE
Vanguard Energy ETF

ETFs
50
+ 0.37%
$119.14 - $132.76 $5.96K - $6.64K
13.7K $1.78M
KMI
Kinder Morgan, Inc.

Energy
3.18K
+ 24.01%
$26.1 - $31.22 $82.9K - $99.2K
16.4K $468K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
982
+ 2.07%
$42.5 - $46.71 $41.7K - $45.9K
48.5K $2.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
196
+ 0.36%
$126.11 - $135.06 $24.7K - $26.5K
55.3K $7.13M
DFAE
Dimensional ETF Tr

ETFs
2.15K
+ 2.85%
$24.64 - $26.86 $52.9K - $57.6K
77.3K $2M
AVIV
American Centy ETF Tr Avantis
430
+ 2.92%
$51.51 - $58.54 $22.1K - $25.2K
15.1K $858K
UNH
Unitedhealth Group Inc

Healthcare
149
+ 22.99%
$461.52 - $548.18 $68.8K - $81.7K
797 $417K
VNQ
Vanguard Specialized Funds Van

ETFs
44
+ 0.09%
$85.55 - $94.34 $3.76K - $4.15K
50.2K $4.54M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
467
+ 1.43%
$39.65 - $43.35 $18.5K - $20.2K
33.2K $1.4M
VZ
Verizon Communications Inc

Communication Services
968
+ 18.6%
$37.81 - $46.49 $36.6K - $45K
6.17K $279K
Activity Summary
Buys All Purchases 137 New Holdings 16 Increased Positions 121 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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