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
Dimensional ETF Trust
19.8K
+ 4.8%
N/A
433K $0
AVGE
American Centy ETF Tr Avantis
277
+ 1.17%
N/A
23.9K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
13
+ 0.53%
$156.61 - $168.02 $2.04K - $2.18K
2.48K $398K
XLI
Industrial Sector Spdr

ETFs
15
+ 0.18%
$128.78 - $141.67 $1.93K - $2.13K
8.19K $1.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.43K
+ 4.21%
$21.23 - $23.75 $30.3K - $33.9K
35.3K $760K
MRK
Merck & Co., Inc.

Healthcare
215
+ 6.55%
$83.01 - $101.02 $17.8K - $21.7K
3.5K $314K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
13
+ 0.14%
$48.02 - $53.02 $624 - $689
9.2K $455K
DGS
Wisdomtree Emerging Markets Sm

ETFs
8
+ 0.04%
$47.4 - $50.24 $379 - $402
21.8K $1.05M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.03%
$122.59 - $135.24 $123 - $135
3.7K $465K
FDX
Fedex Corp

Industrials
50
+ 6.03%
$230.33 - $281.53 $11.5K - $14.1K
879 $214K
IYY
Ishares Tr

ETFs
9
+ 0.27%
$134.05 - $149.75 $1.21K - $1.35K
3.4K $462K
OKE
Oneok Inc

Energy
110
+ 0.32%
$89.57 - $109.85 $9.85K - $12.1K
34.9K $3.47M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.32K
+ 2.01%
$21.75 - $24.28 $28.7K - $32K
67K $1.48M
AVSC
American Centy ETF Tr Avantis
21
+ 0.27%
$48.08 - $56.12 $1.01K - $1.18K
7.72K $373K
SCHA
Schwab Strategic Tr Us Small C

ETFs
125
+ 0.63%
$23.16 - $27.04 $2.9K - $3.38K
20.1K $470K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50
+ 1.0%
$47.79 - $59.89 $2.39K - $2.99K
5.07K $254K
SCHG
Schwab Strategic Tr Us Large C

ETFs
228
+ 1.14%
$24.91 - $29.02 $5.68K - $6.62K
20.3K $507K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.05%
$247.97 - $296.33 $248 - $296
1.84K $464K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
58
+ 0.3%
$64.88 - $72.1 $3.76K - $4.18K
19.1K $1.26M
DFAU
Dimensional ETF Tr

ETFs
3
+ 0.01%
$37.84 - $42.29 $114 - $127
29.5K $1.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.05%
$57.21 - $65.8 $515 - $592
16.4K $958K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
81
+ 1.22%
$192.82 - $222.1 $15.6K - $18K
6.73K $1.3M
APPF
Appfolio Inc

Technology
87
+ 1.45%
$206.66 - $260.64 $18K - $22.7K
6.09K $1.34M
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.07%
$554.06 - $615.85 $2.22K - $2.46K
5.6K $3.15M
VT
Vanguard Total World Stk Index

ETFs
312
+ 0.23%
$115.08 - $123.97 $35.9K - $38.7K
136K $15.7M
VUG
Vanguard Growth ETF

ETFs
76
+ 1.36%
$369.1 - $427.61 $28.1K - $32.5K
5.66K $2.1M
VCR
Vanguard Consumer Discretionar

ETFs
6
+ 0.14%
$318.51 - $391.75 $1.91K - $2.35K
4.36K $1.42M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
160
+ 0.17%
$31.63 - $35.22 $5.06K - $5.64K
92.4K $2.95M
IWC
Russell Micro Cap ETF

ETFs
9
+ 0.07%
$110.91 - $133.46 $998 - $1.2K
13.5K $1.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.06%
$302.31 - $337.54 $3.33K - $3.71K
19.8K $6.07M
XLK
Technology Sector Spdr

ETFs
18
+ 0.1%
$206.38 - $242.18 $3.71K - $4.36K
18.2K $3.77M
ACN
Accenture PLC

Technology
394
+ 2.19%
$300.91 - $398.25 $119K - $157K
18.4K $5.74M
IJS
Ishares S&P Smallcap 600 Value

ETFs
72
+ 0.09%
$96.3 - $112.23 $6.93K - $8.08K
77.9K $7.6M
TSLA
Tesla, Inc.

Consumer Cyclical
1.06K
+ 13.31%
$222.15 - $428.22 $235K - $453K
9K $2.33M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.6K
+ 0.86%
$27.56 - $32.1 $209K - $244K
894K $25.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
11.3K
+ 1.06%
$58.81 - $68.2 $664K - $770K
1.08M $64.3M
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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