Evelyn Partners Investment Management Services LTD New Holdings in Q3 2025

Evelyn Partners Investment Management Services LTD

  • $745 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
785
New
$64.58 - $69.94 $50.7K - $54.9K
785 $54.5M
VUG
Vanguard Growth ETF

ETFs
112
New
$433.97 - $484.08 $48.6K - $54.2K
112 $53.7M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
1.43K
New
$28.71 - $37.46 $41.1K - $53.6K
1.43K $50.3M
SLF
Sun Life Financial Inc

Financial Services
776
New
$56.54 - $66.41 $43.9K - $51.5K
776 $46.6M
CPRT
Copart Inc

Consumer Cyclical
970
New
$44.6 - $49.97 $43.3K - $48.5K
970 $43.6M
MDT
Medtronic PLC

Healthcare
428
New
$87.67 - $95.74 $37.5K - $41K
428 $40.8M
PPTA
Perpetua Resources Corp.

Basic Materials
2.01K
New
$11.92 - $21.16 $24K - $42.6K
2.01K $40.7M
KRBN
Kraneshares Global Carbon Stra

Technology
1.1K
New
$29.76 - $33.35 $32.8K - $36.8K
1.1K $35.7M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
232
New
$112.94 - $129.99 $26.2K - $30.2K
232 $29.7M
C
Citigroup Inc

Financial Services
270
New
$85.57 - $103.49 $23.1K - $27.9K
270 $27.4M
COPX
Global X Copper Miners ETF

ETFs
406
New
$42.75 - $59.81 $17.4K - $24.3K
406 $24.3M
XLP
Consumer Staples Sector Spdr

ETFs
300
New
N/A
300 $23.5M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
554
New
$32.78 - $42.61 $18.2K - $23.6K
554 $23.2M
Amplify ETF Tr
360
New
N/A
360 $22.9M
Aptiv PLC
233
New
N/A
233 $20.1M
CM
Canadian Imperial Bank Of Commerce

Financial Services
185
New
$71.11 - $81.68 $13.2K - $15.1K
185 $14.8M
SO
Southern CO

Utilities
150
New
$90.83 - $96.0 $13.6K - $14.4K
150 $14.2M
Sharkninja Inc
128
New
N/A
128 $13.2M
DNN
Denison Mines Corp.

Energy
3.56K
New
$1.69 - $2.86 $6.02K - $10.2K
3.56K $9.8M
SOXX
Ishares Semiconductor ETF

ETFs
36
New
$236.93 - $271.12 $8.53K - $9.76K
36 $9.76M
JHG
Janus Henderson Group PLC

Financial Services
129
New
$39.46 - $45.37 $5.09K - $5.85K
129 $5.74M
PBD
Invesco ETF Tr Ii Global Clean

ETFs
346
New
$12.7 - $15.07 $4.39K - $5.21K
346 $5.21M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
195
New
$21.15 - $22.45 $4.12K - $4.38K
195 $4.35M
GXO
Gxo Logistics, Inc.

Industrials
72
New
$48.07 - $54.59 $3.46K - $3.93K
72 $3.81M
CVE
Cenovus Energy Inc.

Energy
201
New
$13.87 - $17.81 $2.79K - $3.58K
201 $3.41M
Kenvue Inc
184
New
N/A
184 $2.99M
Cenovus Energy Inc
16
New
N/A
16 $198K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
4
New
$6.26 - $8.46 $25 - $33.8
4 $34K
LILA
Liberty Latin America Ltd.

Communication Services
1
New
$6.13 - $8.3 $6.13 - $8.3
1 $8K
Activity Summary
Buys All Purchases 137 New Holdings 80 Increased Positions 57 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evelyn Partners Investment Management Services LTD Portfolio

Follow Evelyn Partners Investment Management Services LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evelyn Partners Investment Management Services LTD, based on Form 13F filings with the SEC.

News

Stay updated on Evelyn Partners Investment Management Services LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email