Evelyn Partners Asset Management LTD Purchases in Q3 2025

Evelyn Partners Asset Management LTD

  • $443 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
84.7K
New
$300.96 - $355.47 $25.5M - $30.1M
84.7K $30.1B
VT
Vanguard Total World Stk Index

ETFs
209K
New
$128.41 - $138.03 $26.8M - $28.8M
209K $28.7B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
185K
New
$50.79 - $76.4 $9.4M - $14.1M
185K $14.1B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
362K
New
$25.43 - $27.31 $9.22M - $9.9M
362K $9.9B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
106K
New
$80.54 - $89.67 $8.57M - $9.55M
106K $9.35B
AAPL
Apple Inc.

Technology
33.5K
+ 514.18%
$202.38 - $256.87 $6.78M - $8.61M
40K $10.2B
URA
Global X Uranium ETF

ETFs
170K
New
$36.45 - $50.4 $6.18M - $8.55M
170K $8.08B
VDE
Vanguard Energy ETF

ETFs
61.3K
New
$118.37 - $129.65 $7.25M - $7.94M
61.3K $7.71B
SGOL
Abrdn Gold ETF Trust

ETFs
209K
New
$31.18 - $36.81 $6.52M - $7.69M
209K $7.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11K
New
$567.77 - $614.76 $6.22M - $6.73M
11K $6.71B
ACN
Accenture PLC

Technology
22.6K
New
$232.56 - $304.78 $5.26M - $6.89M
22.6K $5.57B
VO
Vanguard Mid Cap ETF

ETFs
19K
New
$279.83 - $293.74 $5.3M - $5.57M
19K $5.57B
URTH
Ishares Msci World ETF

ETFs
28.8K
New
$168.96 - $181.71 $4.86M - $5.23M
28.8K $5.22B
PPG
Ppg Industries Inc

Basic Materials
45.1K
New
$103.65 - $119.07 $4.68M - $5.38M
45.1K $4.75B
EWG
Ishares Msci Germany ETF

ETFs
103K
New
$40.75 - $43.26 $4.18M - $4.44M
103K $4.27B
CME
Cme Group Inc.

Financial Services
14.1K
+ 100978.57%
$258.83 - $287.1 $3.66M - $4.06M
14.2K $3.82B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.63K
New
$617.65 - $666.84 $2.86M - $3.09M
4.63K $3.09B
IWV
Ishares Russell 3000 ETF

ETFs
8.08K
New
$351.04 - $379.81 $2.84M - $3.07M
8.08K $3.06B
CB
Chubb LTD

Financial Services
8.24K
New
$265.99 - $289.59 $2.19M - $2.39M
8.24K $2.33B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.44K
+ 40.96%
$224.68 - $282.71 $1.22M - $1.54M
18.7K $5.23B
ACWI
Ishares Msci Acwi ETF

ETFs
14.9K
New
$128.32 - $138.41 $1.92M - $2.07M
14.9K $2.06B
GHC
Graham Holdings CO

Consumer Defensive
1.56K
New
$882.65 - $1184.8 $1.38M - $1.85M
1.56K $1.84B
IVV
Ishares Core S&P 500 ETF

ETFs
2.74K
New
$620.67 - $670.08 $1.7M - $1.84M
2.74K $1.83B
IWM
Ishares Russell 2000 ETF

ETFs
7.19K
New
$214.92 - $244.84 $1.55M - $1.76M
7.19K $1.74B
ASML
Asml Holding Nv

Technology
494
+ 6.85%
$689.63 - $968.09 $341K - $478K
7.7K $7.46B
ZTS
Zoetis Inc.

Healthcare
13.9K
+ 34.39%
$141.13 - $159.19 $1.96M - $2.21M
54.2K $7.93B
NVDA
Nvidia Corp

Technology
6.15K
+ 39.06%
$153.3 - $186.58 $943K - $1.15M
21.9K $4.08B
JNJ
Johnson & Johnson

Healthcare
4.98K
+ 40.14%
$155.17 - $185.42 $772K - $923K
17.4K $3.22B
NVO
Novo Nordisk A S

Healthcare
40.8K
+ 50.65%
$45.38 - $71.7 $1.85M - $2.93M
121K $6.74B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13.8K
New
$82.38 - $83.0 $1.14M - $1.15M
13.8K $1.15B
META
Meta Platforms, Inc.

Communication Services
1.49K
+ 35.51%
$695.21 - $791.73 $1.04M - $1.18M
5.7K $4.19B
IEF
Ishares Barclays

ETFs
10.8K
New
$93.91 - $97.26 $1.01M - $1.05M
10.8K $1.04B
GS
Goldman Sachs Group Inc

Financial Services
1.06K
+ 69.87%
$696.56 - $806.32 $738K - $855K
2.58K $2.05B
VTI
Vanguard Total Stock Market Et

ETFs
2.69K
New
$303.93 - $329.86 $816K - $886K
2.69K $881M
LLY
Eli Lilly & CO

Healthcare
1.11K
+ 22260.0%
$625.65 - $812.69 $696K - $905K
1.12K $853M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
10.5K
New
$75.26 - $80.19 $789K - $841K
10.5K $836M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.04K
New
$102.4 - $103.88 $824K - $836K
8.04K $831M
MCD
Mcdonalds Corp

Consumer Cyclical
2.42K
+ 52.81%
$291.67 - $316.99 $707K - $768K
7.01K $2.13B
PEP
Pepsico Inc

Consumer Defensive
4.9K
+ 50.05%
$133.81 - $152.16 $655K - $745K
14.7K $2.06B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.23K
+ 82.38%
$404.94 - $499.99 $496K - $612K
2.71K $1.32B
BKNG
Booking Holdings Inc.

Consumer Cyclical
152
+ 52.23%
$5364.25 - $5815.92 $815K - $884K
443 $2.39B
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.47K
New
$72.57 - $74.72 $687K - $708K
9.47K $704M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.02K
New
$136.48 - $142.97 $686K - $718K
5.02K $703M
FNV
Franco Nevada Corp

Basic Materials
2.7K
New
$154.4 - $222.91 $417K - $602K
2.7K $601M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.25K
New
$420.11 - $472.68 $525K - $591K
1.25K $586M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.2K
New
$86.72 - $111.84 $364K - $470K
4.2K $470M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.77K
+ 37.63%
$60.9 - $70.75 $534K - $621K
32.1K $2B
ISRG
Intuitive Surgical Inc

Healthcare
1.61K
+ 51.29%
$433.66 - $544.47 $699K - $878K
4.76K $2.13B
HDV
Ishares Core High Dividend ETF

ETFs
3.3K
New
$118.16 - $123.66 $390K - $409K
3.3K $405M
Activity Summary
Buys All Purchases 200 New Holdings 145 Increased Positions 55 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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