Evanson Asset Management, LLC Purchases in Q3 2025

Evanson Asset Management, LLC

  • $1.57 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10K
New
$25.24 - $25.56 $253K - $256K
10K $255K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
11.6K
New
$21.89 - $22.2 $254K - $257K
11.6K $255K
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.55K
+ 1.82%
$35.76 - $37.93 $55.4K - $58.8K
86.9K $3.28M
CGDV
Capital Group Divid Value ETF

ETFs
5.84K
New
$39.59 - $42.21 $231K - $246K
5.84K $245K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.21K
+ 3.96%
$79.76 - $85.78 $96.4K - $104K
31.7K $2.68M
QBTS
D Wave Quantum Inc.

Technology
9.48K
New
$14.81 - $27.72 $140K - $263K
9.48K $234K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.61K
New
$26.44 - $27.1 $228K - $233K
8.61K $232K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
684
+ 2.26%
$80.54 - $89.67 $55.1K - $61.3K
31K $2.72M
VBR
Vanguard Small Cap Value ETF

ETFs
97
+ 0.63%
$195.41 - $212.37 $19K - $20.6K
15.5K $3.23M
TMO
Thermo Fisher Scientific Inc.

Healthcare
450
New
$404.94 - $499.99 $182K - $225K
450 $218K
MDB
Mongo Db, Inc.

Technology
687
New
$201.0 - $334.87 $138K - $230K
687 $213K
IDV
Ishares Tr

ETFs
5.78K
New
$34.54 - $37.28 $200K - $215K
5.78K $211K
AVES
American Centy ETF Tr Avantis

ETFs
3.56K
New
$53.51 - $57.96 $190K - $206K
3.56K $204K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
94
+ 0.47%
$108.46 - $120.63 $10.2K - $11.3K
20.3K $2.41M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
903
+ 3.9%
$72.65 - $78.68 $65.6K - $71K
24.1K $1.89M
PLTR
Palantir Technologies Inc.

Technology
539
+ 24.3%
$130.68 - $186.97 $70.4K - $101K
2.76K $502K
AGI
Alamos Gold Inc

Basic Materials
2.8K
+ 26.92%
$24.3 - $34.86 $68K - $97.6K
13.2K $460K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
10
+ 0.31%
$224.68 - $282.71 $2.25K - $2.83K
3.24K $906K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.64K
+ 19.01%
$28.92 - $32.19 $105K - $117K
22.8K $727K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.12%
$225.11 - $247.9 $2.25K - $2.48K
8.19K $2.02M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.29K
+ 8.94%
$23.82 - $25.84 $78.4K - $85.1K
40.1K $1.03M
VCR
Vanguard Consumer Discretionar

ETFs
5
+ 0.11%
$359.61 - $401.35 $1.8K - $2.01K
4.38K $1.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
21
+ 0.06%
$87.29 - $93.61 $1.83K - $1.97K
34.9K $3.25M
AVEM
American Centy ETF Tr Avantis

ETFs
1.37K
+ 25.12%
$68.33 - $75.41 $93.4K - $103K
6.81K $511K
AVSC
American Centy ETF Tr Avantis
755
+ 4.54%
$51.33 - $58.63 $38.8K - $44.3K
17.4K $996K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
846
+ 2.76%
$75.26 - $80.19 $63.7K - $67.8K
31.5K $2.51M
EEM
Ishares Msci Emerging Markets

ETFs
239
+ 1.0%
$48.07 - $53.4 $11.5K - $12.8K
24.1K $1.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.01%
$192.76 - $203.86 $193 - $204
14.3K $2.92M
AVUS
American Centy ETF Tr Avantis

ETFs
412
+ 3.68%
$101.2 - $109.16 $41.7K - $45K
11.6K $1.26M
DVY
Ishares Tr

ETFs
12
+ 0.09%
$133.88 - $142.57 $1.61K - $1.71K
14.1K $2M
INTC
Intel Corp

Technology
16
+ 0.14%
$19.31 - $35.5 $309 - $568
11.5K $386K
XOM
Exxon Mobil Corp

Energy
79
+ 0.36%
$105.83 - $117.22 $8.36K - $9.26K
21.8K $2.46M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
17
+ 0.04%
$27.85 - $30.91 $473 - $525
40.8K $1.25M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.03K
+ 0.66%
$22.9 - $24.1 $23.7K - $24.9K
158K $3.77M
VDE
Vanguard Energy ETF

ETFs
19
+ 0.14%
$118.37 - $129.65 $2.25K - $2.46K
13.8K $1.73M
VXF
Vanguard Extended Market ETF

ETFs
130
+ 3.84%
$193.58 - $213.07 $25.2K - $27.7K
3.52K $736K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.02K
+ 1.68%
$26.38 - $27.95 $26.9K - $28.5K
61.7K $1.69M
TJX
Tjx Companies Inc

Consumer Cyclical
83
+ 2.78%
$121.35 - $144.54 $10.1K - $12K
3.07K $443K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
11
+ 0.03%
$29.8 - $32.29 $328 - $355
31.4K $1.01M
IVE
Ishares S&P 500 Value ETF

ETFs
73
+ 1.54%
$194.44 - $206.51 $14.2K - $15.1K
4.8K $990K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6
+ 0.29%
$567.09 - $607.37 $3.4K - $3.64K
2.07K $1.23M
IYR
Ishares Tr

ETFs
47
+ 0.26%
$94.16 - $98.46 $4.43K - $4.63K
18.4K $1.79M
XLI
Industrial Sector Spdr

ETFs
20
+ 0.25%
$147.94 - $154.99 $2.96K - $3.1K
8.16K $1.26M
VFH
Vanguard Financial ETF

ETFs
28
+ 0.21%
$125.23 - $132.78 $3.51K - $3.72K
13.6K $1.79M
SCHA
Schwab Strategic Tr Us Small C

ETFs
90
+ 0.45%
$25.29 - $28.33 $2.28K - $2.55K
20.2K $564K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.05%
$279.83 - $293.74 $560 - $587
3.75K $1.1M
WELL
Welltower Inc.

Real Estate
7
+ 0.35%
$150.71 - $178.14 $1.05K - $1.25K
2K $356K
MO
Altria Group, Inc.

Consumer Defensive
21
+ 0.33%
$57.75 - $67.68 $1.21K - $1.42K
6.36K $420K
OKTA
Okta, Inc.

Technology
1.09K
+ 17.5%
$88.51 - $101.1 $96.7K - $111K
7.34K $672K
Activity Summary
Buys All Purchases 165 New Holdings 19 Increased Positions 146 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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