Evanson Asset Management, LLC Incresed Positions in Q2 2025

Evanson Asset Management, LLC

  • $1.43 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
AVRE
American Centy ETF Tr Avantis
41
+ 0.72%
$38.75 - $44.92 $1.59K - $1.84K
5.76K $254K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
63
+ 0.68%
$43.28 - $50.37 $2.73K - $3.17K
9.27K $464K
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
47
+ 0.9%
$51.68 - $52.76 $2.43K - $2.48K
5.3K $279K
KRP
Kimbell Royalty Partners, LP

Energy
335
+ 3.2%
$11.58 - $14.61 $3.88K - $4.89K
10.8K $150K
SCHR
Schwab Intermediate Term Us Tr

ETFs
107
+ 0.97%
$24.54 - $25.07 $2.63K - $2.68K
11.1K $277K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
72
+ 1.24%
$50.1 - $51.02 $3.61K - $3.67K
5.86K $299K
XLP
Consumer Staples Sector Spdr

ETFs
41
+ 0.43%
N/A
9.53K $724K
WELL
Welltower Inc.

Real Estate
8
+ 0.4%
$136.49 - $155.22 $1.09K - $1.24K
2K $306K
American Centy ETF Tr
3.36K
+ 15.51%
N/A
25K $0
Vanguard Wellington Fd
86
+ 0.35%
N/A
24.9K $0
Ishares Bitcoin Trust ETF
2.08K
+ 27.02%
N/A
9.76K $0
Fidelity Covington Trust
68
+ 0.32%
N/A
21.4K $0
Ea Series Trust
32.2K
+ 17.28%
N/A
219K $0
AVGE
American Centy ETF Tr Avantis
1.83K
+ 7.64%
N/A
25.7K $0
Dimensional ETF Trust
19.1K
+ 5.73%
N/A
352K $0
American Centy ETF Tr
5.53K
+ 85.91%
N/A
12K $0
Dimensional ETF Trust
2.53K
+ 34.71%
N/A
9.83K $0
Dimensional ETF Trust
4.43K
+ 7.62%
N/A
62.5K $0
Dimensional ETF Trust
156
+ 0.9%
N/A
17.4K $0
Dimensional ETF Trust
53
+ 0.83%
N/A
6.47K $0
Dimensional ETF Trust
3.54K
+ 0.82%
N/A
436K $0
ICF
Ishares Tr

ETFs
79
+ 0.55%
$54.56 - $62.47 $4.31K - $4.94K
14.4K $877K
TIP
Ishares Tr Tips Bd ETF

ETFs
13
+ 0.35%
$107.93 - $110.97 $1.4K - $1.44K
3.69K $405K
NEE
Nextera Energy Inc

Utilities
12
+ 0.3%
$64.11 - $75.0 $769 - $900
4.06K $281K
ED
Consolidated Edison Inc

Utilities
61
+ 2.77%
$98.05 - $113.3 $5.98K - $6.91K
2.26K $226K
XLE
Energy Sector Spdr

ETFs
56
+ 1.67%
$76.44 - $94.13 $4.28K - $5.27K
3.4K $288K
MRK
Merck & Co., Inc.

Healthcare
158
+ 4.52%
$73.47 - $87.12 $11.6K - $13.8K
3.66K $289K
COP
Conocophillips

Energy
100
+ 3.75%
$82.66 - $106.1 $8.27K - $10.6K
2.77K $248K
VNQ
Vanguard Specialized Funds Van

ETFs
470
+ 0.94%
$79.79 - $91.42 $37.5K - $43K
50.7K $4.51M
IHF
Ishares Tr

ETFs
10
+ 0.08%
$46.2 - $54.6 $462 - $546
12.2K $593K
AMGN
Amgen Inc

Healthcare
6
+ 0.33%
$262.28 - $309.85 $1.57K - $1.86K
1.81K $504K
UNH
Unitedhealth Group Inc

Healthcare
268
+ 33.63%
$274.35 - $599.47 $73.5K - $161K
1.07K $332K
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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