Evanson Asset Management, LLC Incresed Positions in Q3 2025

Evanson Asset Management, LLC

  • $1.57 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
25
+ 1.05%
$214.91 - $237.16 $5.37K - $5.93K
2.42K $571K
HEFA
Ishares Currency Hedged Msci E

ETFs
140
+ 1.7%
$37.2 - $39.61 $5.21K - $5.55K
8.37K $331K
AAL
American Airlines Group Inc.

Industrials
1.66K
+ 14.93%
N/A
12.7K $140K
SCHV
Schwab Strategic Tr Us Large C

ETFs
9
+ 0.08%
$27.61 - $29.15 $248 - $262
11.3K $329K
AVLV
American Centy ETF Tr Avantis
51
+ 1.52%
$68.33 - $72.69 $3.48K - $3.71K
3.4K $245K
NOW
Service Now, Inc.

Technology
116
+ 13.84%
$850.86 - $1044.69 $98.7K - $121K
954 $877K
PANW
Palo Alto Networks Inc

Technology
84
+ 8.35%
$167.06 - $208.19 $14K - $17.5K
1.09K $221K
VHT
Vanguard Health Care ETF

ETFs
18
+ 1.73%
$239.12 - $259.95 $4.3K - $4.68K
1.06K $275K
XLE
Energy Sector Spdr

ETFs
7
+ 0.21%
$84.25 - $91.99 $590 - $644
3.41K $304K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
158
+ 0.75%
$49.78 - $50.75 $7.87K - $8.02K
21.3K $1.08M
IHF
Ishares Tr

ETFs
18
+ 0.15%
$40.81 - $49.43 $735 - $890
12.2K $603K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
93
+ 0.73%
$82.38 - $83.0 $7.66K - $7.72K
12.8K $1.06M
VCIT
Vanguard Intermediate Term Cor

ETFs
29
+ 0.59%
$81.75 - $84.54 $2.37K - $2.45K
4.96K $417K
MUB
Ishares National Muni Bond ETF

ETFs
19
+ 0.82%
$103.24 - $106.68 $1.96K - $2.03K
2.33K $247K
PBI
Pitney Bowes Inc

Industrials
71
+ 0.64%
$10.92 - $12.79 $775 - $908
11.1K $127K
XLB
Select Sector Spdr Fd Material

ETFs
10
+ 0.32%
$86.72 - $92.61 $867 - $926
3.17K $284K
AVRE
American Centy ETF Tr Avantis
67
+ 1.16%
$43.53 - $45.34 $2.92K - $3.04K
5.83K $259K
TIP
Ishares Tr Tips Bd ETF

ETFs
9
+ 0.24%
$109.11 - $111.88 $982 - $1.01K
3.69K $410K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
55
+ 1.04%
$52.39 - $53.11 $2.88K - $2.92K
5.35K $283K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
73
+ 1.25%
$50.82 - $51.09 $3.71K - $3.73K
5.94K $303K
SCHR
Schwab Intermediate Term Us Tr

ETFs
108
+ 0.97%
$24.69 - $25.26 $2.67K - $2.73K
11.2K $281K
KRP
Kimbell Royalty Partners, LP

Energy
614
+ 5.68%
$13.08 - $15.06 $8.03K - $9.25K
11.4K $154K
XLP
Consumer Staples Sector Spdr

ETFs
43
+ 0.45%
N/A
9.57K $727K
American Centy ETF Tr
781
+ 3.12%
N/A
25.8K $0
Dimensional ETF Trust
1.84K
+ 18.76%
N/A
11.7K $0
AVGE
American Centy ETF Tr Avantis
3.49K
+ 13.56%
N/A
29.2K $0
Dimensional ETF Trust
3.16K
+ 18.16%
N/A
20.6K $0
Dimensional ETF Trust
2.99K
+ 27.64%
N/A
13.8K $0
Dimensional ETF Trust
61.4K
+ 17.43%
N/A
414K $0
Dimensional ETF Trust
8
+ 0.12%
N/A
6.48K $0
Dimensional ETF Trust
42.4K
+ 9.71%
N/A
479K $0
Dimensional ETF Trust
8.95K
+ 14.31%
N/A
71.5K $0
Vanguard Wellington Fd
888
+ 3.57%
N/A
25.8K $0
VUSB
Vanguard Bd Index Fds
5.5K
+ 40.94%
N/A
18.9K $0
Vanguard Instl Index Fd
310K
+ 29.48%
N/A
1.36M $0
Ishares Bitcoin Trust ETF
1.71K
+ 17.53%
N/A
11.5K $0
ADP
Automatic Data Processing Inc

Industrials
22
+ 1.51%
$288.69 - $310.94 $6.35K - $6.84K
1.48K $435K
KMI
Kinder Morgan, Inc.

Energy
51
+ 0.31%
$26.23 - $28.5 $1.34K - $1.45K
16.3K $461K
DE
Deere & CO

Industrials
13
+ 2.72%
$457.26 - $524.37 $5.94K - $6.82K
491 $224K
IBM
International Business Machines Corp

Technology
4
+ 0.15%
$234.77 - $292.47 $939 - $1.17K
2.68K $755K
ET
Energy Transfer LP

Energy
133
+ 0.33%
$17.11 - $18.16 $2.28K - $2.42K
40.4K $694K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
350
+ 6.47%
$38.58 - $58.24 $13.5K - $20.4K
5.76K $225K
INTU
Intuit Inc

Technology
9
+ 0.54%
$646.03 - $807.39 $5.81K - $7.27K
1.67K $1.14M
OKE
Oneok Inc

Energy
52
+ 0.16%
$71.36 - $83.47 $3.71K - $4.34K
33.3K $2.43M
ACN
Accenture PLC

Technology
19
+ 0.1%
$232.56 - $304.78 $4.42K - $5.79K
18.4K $4.53M
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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