Evanson Asset Management, LLC Incresed Positions in Q1 2025

Evanson Asset Management, LLC

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
38.9K
+ 5.54%
$25.54 - $28.79 $993K - $1.12M
741K $20.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
382
+ 1.84%
$442.66 - $534.52 $169K - $204K
21.2K $11.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
46.9K
+ 9.98%
$25.35 - $27.46 $1.19M - $1.29M
518K $13.7M
NVDA
Nvidia Corp

Technology
22.3K
+ 43.6%
$106.98 - $149.43 $2.38M - $3.33M
73.4K $7.96M
DUHP
Dimensional ETF Tr Dimensional

ETFs
31.9K
+ 47.75%
$32.57 - $35.82 $1.04M - $1.14M
98.8K $3.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.5K
+ 25.2%
$58.01 - $64.46 $781K - $868K
66.9K $4.16M
SCHO
Schwab Short Term Us Treasury

ETFs
17.4K
+ 57.08%
$24.1 - $24.34 $421K - $425K
48K $1.17M
SLV
I Shares Silver Trust

ETFs
50
+ 0.05%
$26.93 - $31.32 $1.35K - $1.57K
91.8K $2.84M
OKTA
Okta, Inc.

Technology
2.96K
+ 90.25%
$78.83 - $116.72 $233K - $346K
6.24K $656K
LLY
Eli Lilly & CO

Healthcare
234
+ 15.85%
$725.72 - $929.72 $170K - $218K
1.71K $1.41M
ABBV
Abb Vie Inc.

Healthcare
757
+ 21.48%
$169.2 - $216.66 $128K - $164K
4.28K $896K
VGSH
Vanguard

ETFs
4.49K
+ 69.62%
$58.07 - $58.69 $261K - $264K
10.9K $642K
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.31K
+ 5.51%
$25.1 - $27.85 $108K - $120K
82.4K $2.22M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.22K
+ 84.08%
$100.34 - $100.68 $223K - $223K
4.86K $489K
VEA
Vanguard Ftse Developed Market

ETFs
966
+ 1.78%
$47.4 - $52.99 $45.8K - $51.2K
55.2K $2.81M
MA
Mastercard Inc

Financial Services
273
+ 12.25%
$504.67 - $576.31 $138K - $157K
2.5K $1.37M
IWD
Ishares Russell 1000 Val ETF

ETFs
839
+ 6.22%
$182.82 - $196.21 $153K - $165K
14.3K $2.7M
ADP
Automatic Data Processing Inc

Industrials
610
+ 71.68%
$286.85 - $318.64 $175K - $194K
1.46K $446K
T
At&T Inc.

Communication Services
4.26K
+ 31.37%
$21.56 - $28.28 $91.8K - $120K
17.8K $504K
TJX
Tjx Companies Inc

Consumer Cyclical
1.3K
+ 77.14%
$112.81 - $126.16 $147K - $164K
2.98K $363K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4K
+ 7.06%
$27.01 - $28.54 $108K - $114K
60.7K $1.7M
AVUV
American Centy ETF Tr Avantis

ETFs
3.19K
+ 22.66%
$84.95 - $100.62 $271K - $321K
17.3K $1.51M
IBM
International Business Machines Corp

Technology
272
+ 12.06%
$217.4 - $264.74 $59.1K - $72K
2.53K $628K
AMGN
Amgen Inc

Healthcare
136
+ 8.17%
$258.59 - $327.36 $35.2K - $44.5K
1.8K $561K
VDE
Vanguard Energy ETF

ETFs
50
+ 0.37%
$119.14 - $132.76 $5.96K - $6.64K
13.7K $1.78M
KMI
Kinder Morgan, Inc.

Energy
3.18K
+ 24.01%
$26.1 - $31.22 $82.9K - $99.2K
16.4K $468K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
982
+ 2.07%
$42.5 - $46.71 $41.7K - $45.9K
48.5K $2.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
196
+ 0.36%
$126.11 - $135.06 $24.7K - $26.5K
55.3K $7.13M
DFAE
Dimensional ETF Tr

ETFs
2.15K
+ 2.85%
$24.64 - $26.86 $52.9K - $57.6K
77.3K $2M
AVIV
American Centy ETF Tr Avantis
430
+ 2.92%
$51.51 - $58.54 $22.1K - $25.2K
15.1K $858K
UNH
Unitedhealth Group Inc

Healthcare
149
+ 22.99%
$461.52 - $548.18 $68.8K - $81.7K
797 $417K
VNQ
Vanguard Specialized Funds Van

ETFs
44
+ 0.09%
$85.55 - $94.34 $3.76K - $4.15K
50.2K $4.54M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
467
+ 1.43%
$39.65 - $43.35 $18.5K - $20.2K
33.2K $1.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
367
+ 1.27%
$71.17 - $73.66 $26.1K - $27K
29.3K $2.15M
VZ
Verizon Communications Inc

Communication Services
968
+ 18.6%
$37.81 - $46.49 $36.6K - $45K
6.17K $279K
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
XLE
Energy Sector Spdr

ETFs
6
+ 0.18%
$85.7 - $93.96 $514 - $564
3.35K $312K
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
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
Track This Portfolio

Track Evanson Asset Management, LLC Portfolio

Follow Evanson Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evanson Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evanson Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email