Evanson Asset Management, LLC Purchases in Q2 2025

Evanson Asset Management, LLC

  • $1.43 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
1K
+ 61.61%
$335.24 - $380.78 $335K - $381K
2.62K $961K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.02K
+ 45.87%
$141.37 - $228.57 $144K - $232K
3.23K $732K
VEA
Vanguard Ftse Developed Market

ETFs
319
+ 0.58%
$45.65 - $57.01 $14.6K - $18.2K
55.6K $3.17M
KO
Coca Cola CO

Consumer Defensive
4.88K
New
$68.37 - $73.9 $333K - $360K
4.88K $344K
ASML
Asml Holding Nv

Technology
419
New
$595.37 - $815.24 $249K - $342K
419 $335K
IEFA
Ishares Tr

ETFs
924
+ 2.83%
$67.83 - $84.09 $62.7K - $77.7K
33.6K $2.8M
MELI
Mercadolibre Inc

Consumer Cyclical
124
New
$1794.73 - $2613.63 $223K - $324K
124 $324K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.24K
+ 14.46%
$72.02 - $73.82 $305K - $313K
33.5K $2.47M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.26K
+ 45.18%
$37.77 - $46.15 $199K - $243K
16.9K $780K
PLTR
Palantir Technologies Inc.

Technology
2.22K
New
$74.01 - $144.25 $164K - $320K
2.22K $302K
SYY
Sysco Corp

Consumer Defensive
3.72K
New
$68.0 - $75.91 $253K - $282K
3.72K $281K
PAYX
Paychex Inc

Industrials
1.94K
New
$137.01 - $159.78 $265K - $309K
1.94K $281K
ISRG
Intuitive Surgical Inc

Healthcare
503
New
$451.58 - $565.94 $227K - $285K
503 $273K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.46K
New
$82.51 - $109.2 $203K - $269K
2.46K $268K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.26K
+ 2.6%
$39.89 - $49.46 $50.3K - $62.4K
49.8K $2.46M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.12K
+ 32.71%
$82.21 - $83.12 $257K - $260K
12.7K $1.05M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
126
+ 0.23%
$114.78 - $133.31 $14.5K - $16.8K
55.4K $7.39M
METV
Listed Fds Tr Roundhill Ball M

ETFs
1.01K
+ 1.51%
$11.59 - $17.03 $11.6K - $17.1K
67.5K $1.15M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.33K
New
$149.76 - $186.42 $200K - $249K
1.33K $248K
PDI
Pimco Dynamic Income Fund

Financial Services
12.8K
New
$17.02 - $19.87 $217K - $254K
12.8K $242K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
61K
New
$3.55 - $4.0 $217K - $244K
61K $242K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
18K
New
$11.4 - $13.51 $205K - $243K
18K $241K
VPU
Vanguard Utilities ETF

ETFs
1.3K
+ 77.18%
$158.36 - $178.82 $206K - $232K
2.98K $526K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
187
+ 0.61%
$62.73 - $78.42 $11.7K - $14.7K
30.6K $2.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.1K
New
$51.14 - $57.0 $210K - $234K
4.1K $233K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.66K
New
$104.34 - $138.68 $173K - $230K
1.66K $230K
GD
General Dynamics Corp

Industrials
730
+ 85.18%
$247.68 - $291.66 $181K - $213K
1.59K $462K
IWC
Russell Micro Cap ETF

ETFs
9
+ 0.07%
$97.43 - $127.66 $877 - $1.15K
13.5K $1.73M
ALGN
Align Technology Inc

Healthcare
1.2K
New
$144.32 - $190.42 $173K - $229K
1.2K $227K
ABT
Abbott Laboratories

Healthcare
1.55K
+ 38.61%
$123.95 - $138.08 $192K - $214K
5.56K $756K
VIG
Vanguard Dividend Appreciation

ETFs
1.21K
+ 5.92%
N/A
21.7K $3.95M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.04K
New
$144.94 - $210.94 $150K - $219K
1.04K $218K
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.12K
New
$32.41 - $42.59 $166K - $218K
5.12K $218K
AXP
American Express CO

Financial Services
51
+ 1.28%
$231.39 - $318.98 $11.8K - $16.3K
4.04K $1.29M
AVDV
American Centy ETF Tr Avantis

ETFs
304
+ 1.52%
$61.76 - $79.32 $18.8K - $24.1K
20.3K $1.61M
ILCB
Ishares Morningstar U.S. Equit

ETFs
2.5K
New
$68.63 - $85.78 $172K - $214K
2.5K $214K
NSC
Norfolk Southern Corp

Industrials
829
New
$206.34 - $257.46 $171K - $213K
829 $212K
AVUS
American Centy ETF Tr Avantis

ETFs
1.27K
+ 12.78%
$81.38 - $100.82 $103K - $128K
11.2K $1.13M
FLR
Fluor Corp

Industrials
4K
New
$30.86 - $51.42 $123K - $206K
4K $205K
PANW
Palo Alto Networks Inc

Technology
1.01K
New
$152.44 - $204.64 $153K - $206K
1.01K $205K
IYW
Ishares Dj Us Tech ETF

ETFs
1.18K
New
$122.57 - $173.27 $145K - $204K
1.18K $204K
WMB
Williams Companies, Inc.

Energy
3.24K
New
$54.33 - $62.87 $176K - $204K
3.24K $203K
AVDE
American Centy ETF Tr Avantis

ETFs
258
+ 1.16%
$59.32 - $74.36 $15.3K - $19.2K
22.5K $1.66M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.59K
+ 20.44%
$49.57 - $50.27 $178K - $181K
21.2K $1.06M
ABBV
Abb Vie Inc.

Healthcare
1.55K
+ 36.21%
$170.16 - $206.27 $264K - $320K
5.83K $1.08M
PM
Philip Morris International Inc.

Consumer Defensive
321
+ 6.11%
$149.23 - $184.95 $47.9K - $59.4K
5.58K $1.02M
LLY
Eli Lilly & CO

Healthcare
325
+ 19.01%
$713.71 - $898.95 $232K - $292K
2.04K $1.59M
VCR
Vanguard Consumer Discretionar

ETFs
6
+ 0.14%
$290.42 - $364.35 $1.74K - $2.19K
4.37K $1.58M
SBUX
Starbucks Corp

Consumer Cyclical
1.96K
+ 62.15%
$79.69 - $99.41 $157K - $195K
5.12K $469K
Activity Summary
Buys All Purchases 186 New Holdings 32 Increased Positions 154 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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