Evanson Asset Management, LLC Purchases in Q4 2024

Evanson Asset Management, LLC

  • $1.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
48
+ 0.36%
$22.59 - $28.54 $1.08K - $1.37K
13.2K $362K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.14%
$198.04 - $221.51 $1.78K - $1.99K
6.65K $1.4M
VHT
Vanguard Health Care ETF

ETFs
284
+ 36.18%
$250.81 - $283.3 $71.2K - $80.5K
1.07K $271K
AVSC
American Centy ETF Tr Avantis
653
+ 9.27%
$52.7 - $59.57 $34.4K - $38.9K
7.7K $418K
SCHX
Schwab Strategic Tr Us Large C

ETFs
43.8K
+ 200.19%
$22.4 - $68.28 $980K - $2.99M
65.6K $1.52M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.39K
+ 11.21%
$58.88 - $64.8 $317K - $349K
53.4K $3.15M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
15.9K
+ 101.06%
$27.45 - $55.56 $435K - $881K
31.6K $893K
AVUS
American Centy ETF Tr Avantis

ETFs
78
+ 0.76%
$94.36 - $102.06 $7.36K - $7.96K
10.3K $1M
DFAU
Dimensional ETF Tr

ETFs
2
+ 0.01%
$39.27 - $42.38 $78.5 - $84.8
29.4K $1.19M
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.11%
$264.18 - $304.19 $528 - $608
1.84K $516K
ORCL
Oracle Corp

Technology
209
+ 4.83%
$165.41 - $192.43 $34.6K - $40.2K
4.54K $755K
IYY
Ishares Tr

ETFs
10
+ 0.3%
$138.14 - $149.13 $1.38K - $1.49K
3.39K $484K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.09%
$241.48 - $274.89 $241 - $275
1.17K $297K
MO
Altria Group, Inc.

Consumer Defensive
22
+ 0.29%
$49.06 - $57.74 $1.08K - $1.27K
7.7K $402K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.79K
+ 5.1%
$41.17 - $43.34 $73.7K - $77.6K
36.9K $1.53M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
49
+ 0.52%
$37.46 - $43.08 $1.84K - $2.11K
9.46K $360K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
114
+ 0.7%
$61.68 - $67.87 $7.03K - $7.74K
16.4K $1.02M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.66K
+ 4.49%
$12.74 - $14.23 $21.1K - $23.6K
38.6K $501K
SCHA
Schwab Strategic Tr Us Small C

ETFs
10K
+ 101.05%
$25.33 - $51.16 $254K - $513K
20K $515K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
297
+ 0.54%
$126.68 - $134.74 $37.6K - $40K
55.1K $7.03M
XLP
Consumer Staples Sector Spdr

ETFs
46
+ 0.49%
N/A
9.45K $718K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.21%
$563.99 - $620.12 $2.26K - $2.48K
1.95K $1.11M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
56
+ 0.61%
$50.53 - $55.55 $2.83K - $3.11K
9.19K $468K
PBI
Pitney Bowes Inc

Industrials
70
+ 0.64%
$6.74 - $8.2 $472 - $574
10.9K $79K
AVGE
American Centy ETF Tr Avantis
254
+ 1.09%
N/A
23.6K $0
American Centy ETF Tr
4.51K
+ 32.94%
N/A
18.2K $0
Dimensional ETF Trust
41.7K
+ 15.93%
N/A
303K $0
Dimensional ETF Trust
5.9K
New
N/A
5.9K $0
Dimensional ETF Trust
5.99K
New
N/A
5.99K $0
Dimensional ETF Trust
17K
New
N/A
17K $0
Vanguard Wellington Fd
123
+ 0.48%
N/A
25.8K $0
Ea Series Trust
1.71K
+ 1.72%
N/A
101K $0
American Centy ETF Tr
686
+ 11.93%
N/A
6.44K $0
Dimensional ETF Trust
96
+ 1.66%
N/A
5.88K $0
Lightbridge Corp
10K
New
N/A
10K $0
Dimensional ETF Trust
68.1K
+ 19.76%
N/A
413K $0
Fidelity Covington Trust
62
+ 0.29%
N/A
21.2K $0
Dimensional ETF Trust
12.9K
+ 38.78%
N/A
46K $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
88
+ 1.72%
$51.54 - $52.55 $4.54K - $4.62K
5.21K $269K
Ishares Bitcoin Trust ETF
5.47K
New
N/A
5.47K $0
BNDX
Vanguard Total International B

ETFs
146
+ 2.28%
$48.91 - $50.61 $7.14K - $7.39K
6.54K $320K
IBM
International Business Machines Corp

Technology
4
+ 0.18%
$204.9 - $238.04 $820 - $952
2.26K $495K
HEFA
Ishares Currency Hedged Msci E

ETFs
131
+ 1.35%
$34.42 - $35.88 $4.51K - $4.7K
9.83K $341K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
73
+ 0.7%
$40.97 - $42.66 $2.99K - $3.11K
10.5K $434K
VDE
Vanguard Energy ETF

ETFs
91
+ 0.67%
$116.67 - $136.78 $10.6K - $12.4K
13.7K $1.66M
SCHO
Schwab Short Term Us Treasury

ETFs
15.5K
+ 102.42%
$24.06 - $48.88 $372K - $756K
30.6K $735K
WELL
Welltower Inc.

Real Estate
9
+ 0.24%
$123.11 - $139.3 $1.11K - $1.25K
3.78K $476K
FNDX
Schwab Fundamental U S Large C

ETFs
17.6K
+ 199.97%
$23.49 - $71.77 $414K - $1.27M
26.4K $626K
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.52K
+ 102.45%
$24.19 - $50.58 $134K - $279K
10.9K $265K
Activity Summary
Buys All Purchases 155 New Holdings 14 Increased Positions 141 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evanson Asset Management, LLC Portfolio

Follow Evanson Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evanson Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evanson Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email