Evelyn Partners Investment Management (Europe) LTD Purchases in Q3 2025

Evelyn Partners Investment Management (Europe) LTD

  • $289 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRH.L
Crh PLC

Basic Materials
233K
New
N/A
233K $27.9B
FIW
First Trust Water ETF

ETFs
212K
New
$107.54 - $115.08 $22.8M - $24.4M
212K $20.3B
GLD
Spdr Gold Trust

ETFs
53.1K
New
$300.96 - $355.47 $16M - $18.9M
53.1K $18.9B
URTH
Ishares Msci World ETF

ETFs
103K
New
$168.96 - $181.71 $17.4M - $18.7M
103K $18.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
22.3K
New
$617.65 - $666.84 $13.8M - $14.9M
22.3K $14.8B
VGT
Vanguard Information Technolog

ETFs
18.4K
New
$656.44 - $753.15 $12.1M - $13.9M
18.4K $13.7B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
75.7K
New
$136.48 - $142.97 $10.3M - $10.8M
75.7K $10.6B
LQD
Ishares Iboxx $ Investment Gra

ETFs
58.9K
New
$107.66 - $112.36 $6.34M - $6.61M
58.9K $6.56B
FVD
First Tr Value Line Divid Inde

ETFs
99.4K
New
$44.73 - $46.86 $4.45M - $4.66M
99.4K $4.6B
Smurfit Westrock PLC
86.2K
New
N/A
86.2K $3.67B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
39K
New
$70.85 - $76.96 $2.76M - $3M
39K $2.96B
SOXX
Ishares Semiconductor ETF

ETFs
10.5K
New
$236.93 - $271.12 $2.49M - $2.85M
10.5K $2.85B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.46K
New
$567.77 - $614.76 $1.97M - $2.13M
3.46K $2.12B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.25K
New
$546.99 - $602.2 $1.78M - $1.96M
3.25K $1.95B
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.69K
New
$181.56 - $190.33 $1.58M - $1.65M
8.69K $1.65B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
12.3K
New
$112.94 - $129.99 $1.39M - $1.6M
12.3K $1.58B
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
34.3K
New
$32.78 - $42.61 $1.12M - $1.46M
34.3K $1.44B
COIN
Coinbase Global, Inc.

Technology
3.46K
+ 4617.33%
$297.99 - $419.78 $1.03M - $1.45M
3.54K $1.19B
AAPL
Apple Inc.

Technology
5.51K
+ 23.88%
$202.38 - $256.87 $1.12M - $1.42M
28.6K $7.28B
QTEC
First Trust Nasdaq 100 Technol

ETFs
3.96K
New
$208.95 - $229.72 $827K - $909K
3.96K $909M
EEM
Ishares Msci Emerging Markets

ETFs
14.3K
New
$48.07 - $53.4 $688K - $764K
14.3K $764M
CB
Chubb LTD

Financial Services
2.59K
New
$265.99 - $289.59 $689K - $751K
2.59K $732M
Linde PLC
1.48K
New
N/A
1.48K $703M
JNJ
Johnson & Johnson

Healthcare
6.87K
+ 57.78%
$155.17 - $185.42 $1.07M - $1.27M
18.7K $3.48B
EMLP
First Tr Exchange Traded Iv

ETFs
13.7K
New
$36.99 - $38.38 $506K - $525K
13.7K $523M
EWG
Ishares Msci Germany ETF

ETFs
12.5K
New
$40.75 - $43.26 $510K - $541K
12.5K $520M
XLF
Financial Sector Spdr

ETFs
6.89K
New
$51.37 - $54.25 $354K - $374K
6.89K $371M
GS
Goldman Sachs Group Inc

Financial Services
2.05K
+ 99.51%
$696.56 - $806.32 $1.42M - $1.65M
4.1K $3.27B
NVDA
Nvidia Corp

Technology
16.3K
+ 218.39%
$153.3 - $186.58 $2.51M - $3.05M
23.8K $4.45B
Canadian Pacific Kansas City
4.23K
New
N/A
4.23K $315M
XLE
Energy Sector Spdr

ETFs
3.31K
New
$84.25 - $91.99 $279K - $305K
3.31K $296M
JPM
Jpmorgan Chase & CO

Financial Services
8.35K
+ 139.53%
$282.78 - $316.06 $2.36M - $2.64M
14.3K $4.52B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.23K
New
$75.26 - $80.19 $243K - $259K
3.23K $258M
Flutter Entmt PLC
999
New
N/A
999 $254M
ROP
Roper Technologies Inc

Industrials
450
New
$495.03 - $573.0 $223K - $258K
450 $224M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
4.63K
New
$40.76 - $47.94 $189K - $222K
4.63K $222M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.92K
New
$105.03 - $112.54 $202K - $216K
1.92K $212M
IGM
Ishares Expanded Tech Sector E

ETFs
1.62K
New
$110.96 - $127.67 $180K - $207K
1.62K $204M
VB
Vanguard Small Cap ETF

ETFs
800
New
$237.58 - $259.17 $190K - $207K
800 $203M
PSLV
Sprott Physical Silver Trust

Financial Services
9.1K
New
$12.24 - $15.73 $111K - $143K
9.1K $143M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.8K
+ 74.1%
$459.11 - $506.91 $5.44M - $6M
27.8K $14B
FXI
Ishares Tr

ETFs
3.46K
New
$36.18 - $41.62 $125K - $144K
3.46K $142M
PSTG
Pure Storage, Inc.

Technology
1.65K
New
$54.47 - $88.29 $89.9K - $146K
1.65K $138M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.24K
New
$102.4 - $103.88 $127K - $129K
1.24K $128M
AEM
Agnico Eagle Mines LTD

Basic Materials
750
New
$116.14 - $168.56 $87.1K - $126K
750 $126M
AGI
Alamos Gold Inc

Basic Materials
3.3K
New
$24.3 - $34.86 $80.2K - $115K
3.3K $115M
EWJ
Ishares Msci Japan ETF

ETFs
1.35K
New
$71.69 - $81.49 $96.4K - $110K
1.35K $108M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
900
New
$108.46 - $120.63 $97.6K - $109K
900 $107M
PHYS
Sprott Physical Gold Trust

Financial Services
3.25K
New
$25.02 - $29.62 $81.3K - $96.3K
3.25K $96.3M
Activity Summary
Buys All Purchases 128 New Holdings 85 Increased Positions 43 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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