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
IBM
International Business Machines Corp

Technology
147
+ 5.81%
$221.03 - $294.78 $32.5K - $43.3K
2.68K $788K
SCHX
Schwab Strategic Tr Us Large C

ETFs
44
+ 0.07%
$19.6 - $24.44 $862 - $1.08K
67K $1.64M
AVUV
American Centy ETF Tr Avantis

ETFs
796
+ 4.6%
$75.17 - $91.21 $59.8K - $72.6K
18.1K $1.65M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
112
+ 5.75%
$468.22 - $566.51 $52.4K - $63.4K
2.06K $1.17M
VO
Vanguard Mid Cap ETF

ETFs
181
+ 5.08%
$228.54 - $279.83 $41.4K - $50.6K
3.74K $1.05M
VZ
Verizon Communications Inc

Communication Services
3.14K
+ 50.87%
$41.67 - $45.62 $131K - $143K
9.31K $402K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
213
+ 0.52%
$22.25 - $28.0 $4.74K - $5.96K
40.8K $1.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.53K
+ 4.34%
$19.1 - $23.83 $29.2K - $36.5K
36.8K $877K
EEM
Ishares Msci Emerging Markets

ETFs
3
+ 0.01%
$38.52 - $48.28 $116 - $145
23.9K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
1.33K
+ 14.33%
$157.66 - $172.39 $210K - $229K
10.6K $1.69M
PEP
Pepsico Inc

Consumer Defensive
937
+ 64.22%
$128.02 - $151.37 $120K - $142K
2.4K $316K
AVIV
American Centy ETF Tr Avantis
190
+ 1.25%
$50.27 - $62.84 $9.55K - $11.9K
15.3K $954K
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.02K
+ 3.99%
$20.99 - $23.93 $126K - $144K
157K $3.69M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
10
+ 0.03%
$23.87 - $29.82 $239 - $298
31.4K $937K
MCD
Mcdonalds Corp

Consumer Cyclical
486
+ 17.97%
$285.55 - $321.23 $139K - $156K
3.19K $932K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
847
+ 17.44%
$100.35 - $100.71 $85K - $85.3K
5.71K $574K
PFE
Pfizer Inc

Healthcare
3.91K
+ 35.95%
$21.59 - $24.84 $84.4K - $97.1K
14.8K $358K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.03%
$81.79 - $99.98 $164 - $200
7.85K $767K
DIS
Walt Disney CO

Communication Services
10
+ 0.34%
$81.72 - $124.01 $817 - $1.24K
2.94K $364K
JNJ
Johnson & Johnson

Healthcare
1.6K
+ 12.36%
$146.36 - $159.82 $235K - $256K
14.6K $2.23M
FCX
Freeport Mcmoran Inc

Basic Materials
700
+ 10.45%
$29.15 - $44.46 $20.4K - $31.1K
7.4K $320K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.64K
+ 2.86%
$28.02 - $32.37 $74K - $85.5K
95.1K $3.02M
FNDF
Schwab Fundamental Intl Large

ETFs
11
+ 0.07%
$32.25 - $40.02 $355 - $440
16K $640K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.07%
$51.16 - $62.02 $563 - $682
16.4K $1.02M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
51
+ 0.44%
$49.55 - $60.46 $2.53K - $3.08K
11.6K $690K
VCIT
Vanguard Intermediate Term Cor

ETFs
580
+ 13.33%
$79.56 - $82.92 $46.1K - $48.1K
4.93K $408K
IYY
Ishares Tr

ETFs
8
+ 0.24%
$120.9 - $150.87 $967 - $1.21K
3.41K $513K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
343
+ 6.77%
$45.98 - $56.15 $15.8K - $19.3K
5.41K $303K
AVEM
American Centy ETF Tr Avantis

ETFs
57
+ 1.06%
$53.08 - $68.54 $3.03K - $3.91K
5.44K $372K
EFG
Msci Eafe Growth ETF

ETFs
1
+ 0.03%
$89.8 - $112.0 $89.8 - $112
3.43K $384K
SCHA
Schwab Strategic Tr Us Small C

ETFs
56
+ 0.28%
$20.42 - $25.3 $1.14K - $1.42K
20.1K $509K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
11
+ 0.08%
$24.38 - $30.18 $268 - $332
14.1K $423K
AVSD
American Centy ETF Tr Avantis

ETFs
69
+ 1.72%
$53.85 - $67.74 $3.72K - $4.67K
4.07K $275K
CRM
Salesforce, Inc.

Technology
101
+ 12.32%
$236.26 - $291.15 $23.9K - $29.4K
921 $251K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
581
+ 5.54%
$38.18 - $45.52 $22.2K - $26.4K
11.1K $484K
AVLV
American Centy ETF Tr Avantis
243
+ 7.82%
$56.85 - $68.21 $13.8K - $16.6K
3.35K $228K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.08%
$168.34 - $195.42 $673 - $782
4.73K $923K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
152
+ 0.6%
$77.74 - $78.78 $11.8K - $12K
25.6K $2.02M
IEMG
Ishares Inc

ETFs
406
+ 2.58%
N/A
16.1K $865K
PBI
Pitney Bowes Inc

Industrials
74
+ 0.67%
$7.81 - $10.94 $578 - $810
11.1K $120K
DE
Deere & CO

Industrials
2
+ 0.42%
$412.99 - $531.48 $826 - $1.06K
478 $243K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
41
+ 0.43%
$35.95 - $42.85 $1.47K - $1.76K
9.53K $402K
IDU
Ishares Tr U S Utils ETF

ETFs
6
+ 0.13%
$93.98 - $106.11 $564 - $637
4.76K $497K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
155
+ 0.42%
$41.1 - $42.37 $6.37K - $6.57K
37.2K $1.57M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9
+ 0.08%
$23.55 - $27.67 $212 - $249
11.3K $312K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
63
+ 0.68%
$43.28 - $50.37 $2.73K - $3.17K
9.27K $464K
AVRE
American Centy ETF Tr Avantis
41
+ 0.72%
$38.75 - $44.92 $1.59K - $1.84K
5.76K $254K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
12
+ 0.48%
$81.46 - $94.63 $978 - $1.14K
2.51K $237K
XLB
Select Sector Spdr Fd Material

ETFs
9
+ 0.29%
$74.27 - $88.92 $668 - $800
3.16K $277K
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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