Evanson Asset Management, LLC Sells in Q2 2025

Evanson Asset Management, LLC

  • $1.43 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-76.5K
- 18.37%
$172.42 - $223.89 $13.2M - $17.1M
340K $69.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-19.1K
- 29.63%
$167.32 - $223.3 $3.2M - $4.27M
45.4K $9.96M
MUB
Ishares National Muni Bond ETF

ETFs
-13.2K
- 85.12%
$102.31 - $105.8 $1.35M - $1.4M
2.31K $240K
CORT
Corcept Therapeutics Inc

Healthcare
-5.2K
- 24.85%
$62.24 - $91.93 $323K - $478K
15.7K $1.15M
OKE
Oneok Inc

Energy
-1.71K
- 4.9%
$78.71 - $100.37 $135K - $172K
33.2K $2.71M
DFAU
Dimensional ETF Tr

ETFs
-16.5K
- 56.04%
$34.04 - $42.36 $562K - $699K
12.9K $548K
EPD
Enterprise Products Partners L.P.

Energy
-10K
- 13.74%
$28.95 - $34.22 $290K - $342K
62.8K $1.95M
DHS
Wisdomtree Tr U.S

ETFs
-1.15K
- 1.42%
$87.71 - $98.37 $101K - $113K
79.8K $7.66M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-4.73K
- 39.97%
$75.05 - $77.34 $355K - $366K
7.1K $549K
XLU
Utilities Sector Spdr

ETFs
-3.71K
- 56.61%
$73.09 - $82.77 $271K - $307K
2.84K $232K
T
At&T Inc.

Communication Services
-9.22K
- 51.68%
$26.33 - $28.94 $243K - $267K
8.62K $249K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-7.85K
- 23.66%
$37.51 - $45.52 $294K - $357K
25.3K $1.15M
ACN
Accenture PLC

Technology
-18
- 0.1%
$279.23 - $323.21 $5.03K - $5.82K
18.4K $5.49M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-13.4K
- 13.6%
$29.36 - $35.56 $395K - $478K
85.4K $3.04M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-3.13K
- 3.68%
$46.77 - $47.89 $146K - $150K
81.7K $3.87M
SCHO
Schwab Short Term Us Treasury

ETFs
-4.53K
- 9.44%
$24.19 - $24.45 $110K - $111K
43.5K $1.06M
VGSH
Vanguard

ETFs
-1.41K
- 12.86%
$58.32 - $58.95 $82.1K - $82.9K
9.54K $560K
QCOM
Qualcomm Inc

Technology
-500
- 12.22%
$124.66 - $159.48 $62.3K - $79.7K
3.59K $572K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.6K
- 16.28%
$32.11 - $38.21 $51.4K - $61.1K
8.23K $312K
VHT
Vanguard Health Care ETF

ETFs
-39
- 3.6%
$236.71 - $261.92 $9.23K - $10.2K
1.04K $259K
V
Visa Inc.

Financial Services
-62
- 2.77%
$308.27 - $373.31 $19.1K - $23.1K
2.18K $773K
MO
Altria Group, Inc.

Consumer Defensive
-25
- 0.39%
$55.56 - $60.91 $1.39K - $1.52K
6.34K $371K
DFAE
Dimensional ETF Tr

ETFs
-8.52K
- 11.02%
$22.87 - $28.95 $195K - $247K
68.8K $1.99M
NGD
New Gold Inc.

Basic Materials
-8K
- 30.09%
$2.98 - $4.95 $23.8K - $39.6K
18.6K $91K
Ea Series Trust
-923
- 0.91%
N/A
100K $0
VUSB
Vanguard Bd Index Fds
-6.39K
- 32.21%
N/A
13.4K $0
Dimensional ETF Trust
-3.68K
- 25.38%
N/A
10.8K $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-63
- 1.23%
$51.1 - $53.29 $3.22K - $3.36K
5.04K $268K
GS
Goldman Sachs Group Inc

Financial Services
-82
- 20.71%
$462.22 - $707.75 $37.9K - $58K
314 $222K
KMI
Kinder Morgan, Inc.

Energy
-173
- 1.05%
$25.21 - $29.4 $4.36K - $5.09K
16.2K $477K
ADBE
Adobe Inc.

Technology
-2
- 0.05%
$340.0 - $420.68 $680 - $841
4.43K $1.71M
APPF
Appfolio Inc

Technology
-87
- 1.43%
$192.02 - $234.65 $16.7K - $20.4K
6K $1.38M
VTV
Vanguard Value ETF

ETFs
-187
- 0.94%
$153.67 - $176.74 $28.7K - $33.1K
19.8K $3.49M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 3.92%
$4164.15 - $5789.24 $8.33K - $11.6K
49 $283K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.11K
- 5.49%
$22.27 - $29.21 $24.8K - $32.5K
19.1K $559K
DTH
Wisdomtree Tr

ETFs
-6.38K
- 6.62%
$37.84 - $46.83 $242K - $299K
90.1K $4.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-158
- 0.78%
$90.56 - $109.49 $14.3K - $17.3K
20.2K $2.21M
BA
Boeing CO

Industrials
-290
- 8.1%
$136.59 - $217.51 $39.6K - $63.1K
3.29K $689K
IWM
Ishares Russell 2000 ETF

ETFs
-14
- 0.27%
$174.82 - $215.79 $2.45K - $3.02K
5.09K $1.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5
- 0.03%
$166.82 - $194.23 $834 - $971
14.3K $2.78M
CRWD
Crowd Strike Holdings, Inc.

Technology
-35
- 4.69%
$321.63 - $509.31 $11.3K - $17.8K
712 $362K
VFH
Vanguard Financial ETF

ETFs
-57
- 0.42%
$104.87 - $127.3 $5.98K - $7.26K
13.6K $1.73M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-535
- 0.69%
$83.54 - $100.04 $44.7K - $53.5K
77.4K $7.7M
XLI
Industrial Sector Spdr

ETFs
-55
- 0.67%
$116.42 - $147.52 $6.4K - $8.11K
8.14K $1.2M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-409
- 1.87%
$43.34 - $55.24 $17.7K - $22.6K
21.4K $1.18M
VGT
Vanguard Information Technolog

ETFs
-456
- 12.58%
$470.37 - $663.28 $214K - $302K
3.17K $2.1M
ALRM
Alarm.Com Holdings, Inc.

Technology
-275
- 0.16%
$49.34 - $60.68 $13.6K - $16.7K
170K $9.59M
SLV
I Shares Silver Trust

ETFs
-760
- 0.83%
$27.08 - $33.74 $20.6K - $25.6K
91K $2.99M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-262
- 0.35%
$17.76 - $22.1 $4.65K - $5.79K
74.6K $1.65M
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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