Evelyn Partners Asset Management LTD New Holdings in Q3 2025

Evelyn Partners Asset Management LTD

  • $443 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
CRWD
Crowd Strike Holdings, Inc.

Technology
236
New
$412.46 - $514.1 $97.3K - $121K
236 $116M
ROP
Roper Technologies Inc

Industrials
222
New
$495.03 - $573.0 $110K - $127K
222 $111M
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
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
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
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
VTV
Vanguard Value ETF

ETFs
320
New
$175.51 - $186.57 $56.2K - $59.7K
320 $59.7M
Te Connectivity PLC Ord Shs Isin#Ie000 Ivnqz81
247
New
N/A
247 $54.2M
AAXJ
Ishares Msci All Country Asia

ETFs
544
New
$82.05 - $91.87 $44.6K - $50K
544 $49.6M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
335
New
$126.64 - $135.65 $42.4K - $45.4K
335 $45.4M
IXJ
Ishares Global Healthcare ETF

ETFs
508
New
$82.73 - $89.14 $42K - $45.3K
508 $45M
DVY
Ishares Tr

ETFs
280
New
$133.88 - $142.57 $37.5K - $39.9K
280 $39.8M
AXON
Axon Enterprise, Inc.

Industrials
55
New
$698.02 - $870.97 $38.4K - $47.9K
55 $39.5M
SA
Seabridge Gold Inc

Basic Materials
1.5K
New
$14.71 - $24.15 $22.1K - $36.2K
1.5K $36.2M
XLF
Financial Sector Spdr

ETFs
660
New
$51.37 - $54.25 $33.9K - $35.8K
660 $35.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
104
New
$275.84 - $326.36 $28.7K - $33.9K
104 $33.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
224
New
$137.51 - $145.26 $30.8K - $32.5K
224 $31.9M
XLV
Select Sector Spdr Fund Health

ETFs
220
New
$129.01 - $139.72 $28.4K - $30.7K
220 $30.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
272
New
$107.66 - $112.36 $29.3K - $30.6K
272 $30.3M
TDY
Teledyne Technologies Inc

Technology
50
New
$509.51 - $586.04 $25.5K - $29.3K
50 $29.3M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
641
New
$41.13 - $44.7 $26.4K - $28.7K
641 $28.7M
ORCL
Oracle Corp

Technology
101
New
$218.96 - $328.33 $22.1K - $33.2K
101 $28.4M
ICLN
Ishares

ETFs
1.76K
New
$13.22 - $15.48 $23.3K - $27.3K
1.76K $27.3M
PDI
Pimco Dynamic Income Fund

Financial Services
1.29K
New
$18.85 - $20.07 $24.3K - $25.9K
1.29K $25.6M
BMY
Bristol Myers Squibb CO

Healthcare
550
New
$43.31 - $48.98 $23.8K - $26.9K
550 $24.8M
TJX
Tjx Companies Inc

Consumer Cyclical
167
New
$121.35 - $144.54 $20.3K - $24.1K
167 $24.1M
RSG
Republic Services, Inc.

Industrials
104
New
$225.33 - $246.01 $23.4K - $25.6K
104 $23.9M
C
Citigroup Inc

Financial Services
229
New
$85.57 - $103.49 $19.6K - $23.7K
229 $23.2M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
409
New
$47.99 - $54.16 $19.6K - $22.2K
409 $21.6M
COF
Capital One Financial Corp

Financial Services
99
New
$207.29 - $229.74 $20.5K - $22.7K
99 $21M
TRV
Travelers Companies, Inc.

Financial Services
75
New
$250.62 - $279.43 $18.8K - $21K
75 $20.9M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
300
New
$62.34 - $67.58 $18.7K - $20.3K
300 $19.4M
AVEM
American Centy ETF Tr Avantis

ETFs
214
New
$68.33 - $75.41 $14.6K - $16.1K
214 $16.1M
SLB
Schlumberger Limited

Energy
452
New
$32.37 - $37.31 $14.6K - $16.9K
452 $15.5M
PAAS
Pan American Silver Corp

Basic Materials
383
New
$27.02 - $38.81 $10.3K - $14.9K
383 $14.8M
WMB
Williams Companies, Inc.

Energy
223
New
$56.52 - $64.01 $12.6K - $14.3K
223 $14.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
131
New
$83.08 - $100.2 $10.9K - $13.1K
131 $13.1M
VUG
Vanguard Growth ETF

ETFs
27
New
$433.97 - $484.08 $11.7K - $13.1K
27 $12.9M
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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