Evanson Asset Management, LLC Sells in Q1 2025

Evanson Asset Management, LLC

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.15%
$522.96 - $601.18 $1.57K - $1.8K
1.95K $1.04M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-7.02K
- 18.18%
$13.05 - $13.97 $91.6K - $98K
31.6K $430K
VOT
Vanguard Mid Cap Growth Index

ETFs
-224
- 19.11%
$237.72 - $276.98 $53.2K - $62K
948 $231K
MCD
Mcdonalds Corp

Consumer Cyclical
-417
- 13.36%
$279.74 - $321.29 $117K - $134K
2.7K $844K
UNP
Union Pacific Corp

Industrials
-332
- 12.19%
$225.21 - $254.42 $74.8K - $84.5K
2.39K $564K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-100
- 9.51%
$211.47 - $267.17 $21.1K - $26.7K
952 $201K
NFLX
Netflix Inc

Communication Services
-90
- 10.99%
$828.4 - $1058.6 $74.6K - $95.3K
729 $679K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-143
- 0.45%
$26.53 - $29.63 $3.79K - $4.24K
31.4K $845K
PG
Procter & Gamble CO

Consumer Defensive
-361
- 3.75%
$158.56 - $176.26 $57.2K - $63.6K
9.28K $1.58M
SPYG
Spdr Portfolio

ETFs
-148
- 5.38%
$80.05 - $92.39 $11.8K - $13.7K
2.6K $209K
BNDX
Vanguard Total International B

ETFs
-381
- 5.83%
$48.33 - $49.5 $18.4K - $18.9K
6.16K $300K
MO
Altria Group, Inc.

Consumer Defensive
-1.34K
- 17.34%
$50.81 - $60.02 $67.8K - $80.1K
6.37K $382K
GD
General Dynamics Corp

Industrials
-100
- 10.45%
$241.94 - $272.58 $24.2K - $27.3K
857 $233K
SON
Sonoco Products CO

Consumer Cyclical
-270
- 8.45%
$44.71 - $49.22 $12.1K - $13.3K
2.93K $138K
DVY
Ishares Tr

ETFs
-466
- 2.86%
$128.58 - $138.1 $59.9K - $64.4K
15.8K $2.13M
AAL
American Airlines Group Inc.

Industrials
-1K
- 8.28%
N/A
11.1K $122K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-428
- 3.54%
$38.22 - $41.19 $16.4K - $17.6K
11.6K $471K
INTC
Intel Corp

Technology
-1.77K
- 13.33%
$19.1 - $27.39 $33.8K - $48.5K
11.5K $261K
XLU
Utilities Sector Spdr

ETFs
-306
- 4.46%
$74.7 - $80.27 $22.9K - $24.6K
6.56K $516K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-255
- 2.21%
$25.77 - $27.6 $6.57K - $7.04K
11.3K $300K
Vanguard Wellington Fd
-938
- 3.64%
N/A
24.8K $0
RWO
Spdr Dow Jones Global Real Est

ETFs
-80
- 1.22%
$41.41 - $45.24 $3.31K - $3.62K
6.47K $282K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-40
- 0.18%
$110.75 - $119.78 $4.43K - $4.79K
22.4K $2.59M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-96
- 0.32%
$69.87 - $75.62 $6.71K - $7.26K
30.3K $2.19M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-310
- 0.65%
$21.84 - $23.31 $6.77K - $7.23K
47.3K $1.08M
V
Visa Inc.

Financial Services
-94
- 4.03%
$306.92 - $362.71 $28.9K - $34.1K
2.24K $785K
XOM
Exxon Mobil Corp

Energy
-1.81K
- 7.69%
$105.44 - $118.93 $190K - $215K
21.7K $2.58M
ABT
Abbott Laboratories

Healthcare
-61
- 1.5%
$111.1 - $140.22 $6.78K - $8.55K
4.01K $532K
AVDE
American Centy ETF Tr Avantis

ETFs
-71
- 0.32%
$60.63 - $68.55 $4.3K - $4.87K
22.2K $1.47M
DFAI
Dimensional ETF Tr

ETFs
-32K
- 5.66%
$28.88 - $32.4 $924K - $1.04M
533K $16.6M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-8.75K
- 1.87%
$25.44 - $27.95 $223K - $245K
458K $12.4M
CSCO
Cisco Systems, Inc.

Technology
-1.18K
- 1.29%
$58.74 - $64.87 $69.2K - $76.4K
89.9K $5.55M
PM
Philip Morris International Inc.

Consumer Defensive
-339
- 6.06%
$117.15 - $158.79 $39.7K - $53.8K
5.26K $834K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-502
- 1.62%
$63.07 - $73.5 $31.7K - $36.9K
30.4K $2.14M
EPD
Enterprise Products Partners L.P.

Energy
-635
- 0.86%
$31.75 - $34.14 $20.2K - $21.7K
72.8K $2.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-254
- 0.72%
$74.85 - $84.89 $19K - $21.6K
35K $2.86M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-821
- 0.96%
$61.2 - $68.24 $50.2K - $56K
84.6K $5.59M
JNJ
Johnson & Johnson

Healthcare
-433
- 3.23%
$142.06 - $167.7 $61.5K - $72.6K
13K $2.15M
CVX
Chevron Corp

Energy
-440
- 2.73%
$146.71 - $167.97 $64.6K - $73.9K
15.7K $2.62M
DTH
Wisdomtree Tr

ETFs
-616
- 0.63%
$37.33 - $43.33 $23K - $26.7K
96.5K $4.1M
DHS
Wisdomtree Tr U.S

ETFs
-292
- 0.36%
$91.55 - $99.74 $26.7K - $29.1K
81K $8.03M
DISV
Dimensional ETF Tr Dimensional

ETFs
-61.5K
- 6.09%
$26.09 - $30.21 $1.6M - $1.86M
948K $27.6M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-14.9K
- 1.3%
$23.92 - $26.89 $357K - $401K
1.13M $29.3M
DFIV
Dimensional ETF Tr

ETFs
-24.3K
- 1.9%
$35.33 - $40.77 $859K - $992K
1.25M $49.3M
PHYS
Sprott Physical Gold Trust

Financial Services
-302K
- 5.66%
$20.25 - $24.06 $6.11M - $7.26M
5.03M $121M
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
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