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
BND
Vanguard Bd Index Fd Inc Total

ETFs
367
+ 1.27%
$71.17 - $73.66 $26.1K - $27K
29.3K $2.15M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
13
+ 0.11%
$49.06 - $56.82 $638 - $739
11.5K $635K
IHF
Ishares Tr

ETFs
17
+ 0.14%
$47.84 - $53.21 $813 - $905
12.2K $643K
IYR
Ishares Tr

ETFs
32
+ 0.17%
$89.49 - $98.98 $2.86K - $3.17K
18.4K $1.76M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
951
+ 9.51%
$50.39 - $50.66 $47.9K - $48.2K
11K $554K
COP
Conocophillips

Energy
255
+ 10.57%
$88.6 - $105.85 $22.6K - $27K
2.67K $280K
VFH
Vanguard Financial ETF

ETFs
127
+ 0.94%
$114.07 - $127.34 $14.5K - $16.2K
13.7K $1.63M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
67
+ 0.26%
$76.94 - $78.28 $5.15K - $5.24K
25.5K $1.99M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
93
+ 0.25%
$40.79 - $42.32 $3.79K - $3.94K
37K $1.56M
IDU
Ishares Tr U S Utils ETF

ETFs
6
+ 0.13%
$95.33 - $102.77 $572 - $617
4.75K $482K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
37
+ 0.39%
$38.54 - $41.5 $1.43K - $1.54K
9.49K $385K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
208
+ 0.51%
$24.27 - $26.2 $5.05K - $5.45K
40.6K $1.02M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
30
+ 0.25%
$73.78 - $76.59 $2.21K - $2.3K
11.8K $906K
DE
Deere & CO

Industrials
2
+ 0.42%
$408.57 - $509.27 $817 - $1.02K
476 $223K
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.06%
$91.75 - $115.81 $184 - $232
3.16K $309K
ORCL
Oracle Corp

Technology
1.02K
+ 22.44%
$139.81 - $186.47 $142K - $190K
5.55K $776K
PBI
Pitney Bowes Inc

Industrials
67
+ 0.61%
$7.03 - $10.86 $471 - $728
11K $99K
VEU
Vanguard Ftse All World Ex Us

ETFs
8
+ 0.14%
$56.51 - $62.98 $452 - $504
5.54K $336K
VBR
Vanguard Small Cap Value ETF

ETFs
885
+ 7.11%
$183.02 - $207.75 $162K - $184K
13.3K $2.48M
SMR
Nuscale Power Corp

Industrials
4K
+ 36.36%
$14.16 - $29.08 $56.6K - $116K
15K $212K
CRWD
Crowd Strike Holdings, Inc.

Technology
20
+ 2.75%
$308.86 - $455.36 $6.18K - $9.11K
747 $263K
VHT
Vanguard Health Care ETF

ETFs
13
+ 1.22%
$254.06 - $273.83 $3.3K - $3.56K
1.08K $286K
GS
Goldman Sachs Group Inc

Financial Services
40
+ 11.24%
$524.81 - $672.19 $21K - $26.9K
396 $216K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
48
+ 0.51%
$81.83 - $82.73 $3.93K - $3.97K
9.55K $790K
SCHR
Schwab Intermediate Term Us Tr

ETFs
74
+ 0.68%
$24.05 - $24.86 $1.78K - $1.84K
11K $273K
VCIT
Vanguard Intermediate Term Cor

ETFs
13
+ 0.3%
$79.17 - $82.04 $1.03K - $1.07K
4.35K $355K
XLB
Select Sector Spdr Fd Material

ETFs
10
+ 0.32%
$83.19 - $90.99 $832 - $910
3.15K $271K
AVRE
American Centy ETF Tr Avantis
28
+ 0.49%
$40.62 - $44.31 $1.14K - $1.24K
5.72K $245K
VB
Vanguard Small Cap ETF

ETFs
699
+ 8.72%
$217.89 - $252.64 $152K - $177K
8.72K $1.93M
VIG
Vanguard Dividend Appreciation

ETFs
35
+ 0.17%
N/A
20.5K $3.73M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
37
+ 0.71%
$51.52 - $52.37 $1.91K - $1.94K
5.25K $274K
XLP
Consumer Staples Sector Spdr

ETFs
32
+ 0.34%
N/A
9.49K $721K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
44
+ 0.77%
$50.87 - $51.09 $2.24K - $2.25K
5.79K $295K
ITOT
Ishares Core S&P Total U.S. St

ETFs
215
+ 6.05%
$120.29 - $134.6 $25.9K - $28.9K
3.77K $460K
VUSB
Vanguard Bd Index Fds
2.53K
+ 14.61%
N/A
19.8K $0
Beta Bionics Inc
38.8K
New
N/A
38.8K $0
Dimensional ETF Trust
8.5K
+ 141.93%
N/A
14.5K $0
Dimensional ETF Trust
30K
+ 9.9%
N/A
333K $0
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10
+ 0.4%
$90.0 - $96.32 $900 - $963
2.5K $230K
Dimensional ETF Trust
39
+ 0.61%
N/A
6.42K $0
Dimensional ETF Trust
1.39K
+ 23.58%
N/A
7.3K $0
Ishares Bitcoin Trust ETF
2.21K
+ 40.5%
N/A
7.68K $0
Fidelity Covington Trust
73
+ 0.34%
N/A
21.3K $0
Ea Series Trust
251
+ 0.25%
N/A
101K $0
Dimensional ETF Trust
12.1K
+ 26.29%
N/A
58.1K $0
Dimensional ETF Trust
274
+ 1.61%
N/A
17.3K $0
Dimensional ETF Trust
96
+ 1.63%
N/A
5.98K $0
Bank America Corp
6
+ 2.45%
N/A
251 $0
American Centy ETF Tr
3.45K
+ 18.98%
N/A
21.6K $0
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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