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
TIP
Ishares Tr Tips Bd ETF

ETFs
3.57K
New
$109.11 - $111.88 $389K - $399K
3.57K $397M
DEO
Diageo PLC

Consumer Defensive
5.32K
+ 25.72%
$93.64 - $115.33 $498K - $614K
26K $2.48B
TCOM
Trip.Com Group LTD

Consumer Cyclical
4.91K
New
$58.74 - $78.52 $289K - $386K
4.91K $369M
UL
Unilever PLC

Consumer Defensive
8.49K
+ 9.62%
$58.43 - $65.01 $496K - $552K
96.8K $5.74B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
720
New
$393.18 - $439.39 $283K - $316K
720 $314M
CL
Colgate Palmolive CO

Consumer Defensive
6.6K
+ 32.08%
$79.36 - $93.33 $524K - $616K
27.2K $2.17B
EWJ
Ishares Msci Japan ETF

ETFs
3.75K
New
$71.69 - $81.49 $269K - $306K
3.75K $301M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.27K
New
$49.43 - $54.52 $260K - $287K
5.27K $285M
IYW
Ishares Dj Us Tech ETF

ETFs
1.45K
New
$171.38 - $197.01 $248K - $285K
1.45K $284M
GOOG
Alphabet Inc.

Communication Services
200
+ 6.18%
$175.16 - $255.24 $35K - $51K
3.44K $837M
WTM
White Mountains Insurance Group LTD

Financial Services
154
New
$1671.52 - $1869.81 $257K - $288K
154 $257M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.36K
New
$70.85 - $76.96 $238K - $259K
3.36K $255M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.86K
New
$25.29 - $28.33 $224K - $251K
8.86K $247M
RIO
Rio Tinto PLC

Basic Materials
1.6K
+ 10.21%
$57.66 - $66.01 $92K - $105K
17.2K $1.14B
AZN
Astrazeneca PLC

Healthcare
960
+ 4.34%
$68.72 - $82.11 $66K - $78.8K
23.1K $1.77B
VIG
Vanguard Dividend Appreciation

ETFs
990
New
N/A
990 $214M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
4.77K
New
$39.42 - $42.19 $188K - $201K
4.77K $200M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
4.6K
New
$32.78 - $42.61 $151K - $196K
4.6K $193M
VEA
Vanguard Ftse Developed Market

ETFs
3.18K
New
$56.02 - $60.3 $178K - $192K
3.18K $191M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.43K
New
$117.65 - $120.08 $168K - $171K
1.43K $171M
SHOP
Shopify Inc.

Technology
1.09K
New
$112.11 - $157.12 $122K - $171K
1.09K $162M
XLK
Technology Sector Spdr

ETFs
555
New
$250.97 - $282.66 $139K - $157K
555 $156M
IWD
Ishares Russell 1000 Val ETF

ETFs
747
New
$192.76 - $203.86 $144K - $152K
747 $152M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
805
New
$154.79 - $169.41 $125K - $136K
805 $133M
PGR
Progressive Corp

Financial Services
485
New
$238.61 - $264.3 $116K - $128K
485 $120M
APH
Amphenol Corp

Technology
935
+ 754.03%
$97.39 - $125.4 $91.1K - $117K
1.06K $131M
SPGI
S&P Global Inc.

Financial Services
245
+ 2041.67%
$484.94 - $564.15 $119K - $138K
257 $125M
BX
Blackstone Inc.

Financial Services
578
+ 62.49%
$152.77 - $188.68 $88.3K - $109K
1.5K $257M
CRWD
Crowd Strike Holdings, Inc.

Technology
236
New
$412.46 - $514.1 $97.3K - $121K
236 $116M
JPM
Jpmorgan Chase & CO

Financial Services
304
+ 42.88%
$282.78 - $316.06 $86K - $96.1K
1.01K $320M
ROP
Roper Technologies Inc

Industrials
222
New
$495.03 - $573.0 $110K - $127K
222 $111M
SNY
Sanofi

Healthcare
2.29K
+ 25.7%
$45.07 - $51.35 $103K - $117K
11.2K $528M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.27K
New
$72.15 - $75.72 $91.9K - $96.5K
1.27K $93.6M
CRH.L
Crh PLC

Basic Materials
750
New
N/A
750 $89.9M
ABBV
Abb Vie Inc.

Healthcare
91
+ 6.12%
$184.85 - $231.54 $16.8K - $21.1K
1.58K $366M
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
3K
New
$22.82 - $29.26 $68.5K - $87.8K
3K $87.8M
VGSH
Vanguard

ETFs
1.44K
New
$58.43 - $58.88 $84.4K - $85K
1.44K $85M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.18K
New
$64.58 - $69.94 $76.2K - $82.5K
1.18K $81.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.32K
New
$58.97 - $60.36 $77.5K - $79.4K
1.32K $78.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.67K
New
$27.61 - $29.15 $73.6K - $77.7K
2.67K $77.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
635
New
$108.46 - $120.63 $68.9K - $76.6K
635 $75.5M
COST
Costco Wholesale Corp

Consumer Defensive
87
+ 69.6%
$915.95 - $994.57 $79.7K - $86.5K
212 $196M
WMT
Walmart Inc.

Consumer Defensive
665
+ 117.91%
$94.4 - $104.27 $62.8K - $69.3K
1.23K $127M
IEFA
Ishares Tr

ETFs
801
New
$81.7 - $87.53 $65.4K - $70.1K
801 $69.9M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
531
New
$122.37 - $127.46 $65K - $67.7K
531 $67.7M
IWS
Ishares Russell Midcap Value E

ETFs
483
New
$132.83 - $140.61 $64.2K - $67.9K
483 $67.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
960
New
$62.09 - $66.51 $59.6K - $63.8K
960 $62.7M
ETN
Eaton Corp PLC

Industrials
165
New
$342.99 - $392.76 $56.6K - $64.8K
165 $61.8M
AVGO
Broadcom Inc.

Technology
183
+ 871.43%
$264.74 - $369.57 $48.4K - $67.6K
204 $67.3M
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
Track This Portfolio

Track Evelyn Partners Asset Management LTD Portfolio

Follow Evelyn Partners Asset Management 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 Asset Management LTD, based on Form 13F filings with the SEC.

News

Stay updated on Evelyn Partners Asset Management LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email