Evanson Asset Management, LLC Purchases in Q4 2025

Evanson Asset Management, LLC

  • $1.58 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
68
+ 0.73%
$50.22 - $52.54 $3.41K - $3.57K
9.39K $477K
PNC
Pnc Financial Services Group, Inc.

Financial Services
67
+ 5.02%
$178.37 - $198.46 $12K - $13.3K
1.4K $257K
XLI
Industrial Sector Spdr

ETFs
46
+ 0.56%
$149.9 - $155.79 $6.9K - $7.17K
8.2K $1.25M
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.21%
$279.76 - $298.12 $560 - $596
934 $261K
VZ
Verizon Communications Inc

Communication Services
137
+ 2.23%
$38.4 - $43.83 $5.26K - $6K
6.29K $257K
ICF
Ishares Tr

ETFs
2
+ 0.01%
$59.89 - $62.73 $120 - $125
14.8K $895K
IWM
Ishares Russell 2000 ETF

ETFs
37
+ 0.75%
$236.79 - $250.33 $8.76K - $9.26K
4.97K $1.18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.01%
$63.25 - $66.24 $63.3 - $66.2
15.8K $1.02M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.12K
+ 1.34%
$23.07 - $24.16 $49K - $51.3K
160K $3.76M
DVY
Ishares Tr

ETFs
15
+ 0.11%
$138.1 - $143.11 $2.07K - $2.15K
14.1K $1.98M
IHF
Ishares Tr

ETFs
38
+ 0.31%
$47.5 - $51.44 $1.81K - $1.95K
12.3K $584K
ADBE
Adobe Inc.

Technology
288
+ 7.02%
$325.07 - $359.91 $93.6K - $104K
4.39K $1.43M
WTW
Willis Towers Watson PLC

Financial Services
19
+ 1.62%
$313.1 - $349.93 $5.95K - $6.65K
1.2K $384K
PBI
Pitney Bowes Inc

Industrials
102
+ 0.92%
$9.17 - $11.87 $935 - $1.21K
11.2K $103K
INTU
Intuit Inc

Technology
58
+ 3.47%
$641.79 - $683.39 $37.2K - $39.6K
1.73K $1.12M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.05%
$286.27 - $296.23 $573 - $592
3.75K $1.08M
VFH
Vanguard Financial ETF

ETFs
142
+ 1.04%
$125.75 - $131.12 $17.9K - $18.6K
13.8K $1.76M
V
Visa Inc.

Financial Services
1
+ 0.05%
$325.75 - $352.42 $326 - $352
2.03K $660K
UNP
Union Pacific Corp

Industrials
11
+ 0.46%
$216.37 - $237.41 $2.38K - $2.61K
2.43K $536K
T
At&T Inc.

Communication Services
27
+ 0.14%
$24.44 - $27.55 $660 - $744
18.7K $475K
ADP
Automatic Data Processing Inc

Industrials
28
+ 1.89%
$250.9 - $292.94 $7.03K - $8.2K
1.51K $379K
NFLX
Netflix Inc

Communication Services
6.67K
+ 915.23%
$110.29 - $1241.35 $736K - $8.28M
7.4K $816K
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.19%
$294.11 - $320.41 $2.65K - $2.88K
4.7K $1.41M
VCR
Vanguard Consumer Discretionar

ETFs
6
+ 0.14%
$376.54 - $399.33 $2.26K - $2.4K
4.38K $1.66M
OKE
Oneok Inc

Energy
83
+ 0.25%
$64.31 - $72.98 $5.34K - $6.06K
33.3K $2.35M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
260
+ 0.27%
$32.32 - $33.89 $8.4K - $8.81K
98K $3.21M
ACN
Accenture PLC

Technology
26
+ 0.14%
$234.02 - $253.35 $6.08K - $6.59K
18.4K $4.44M
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.5K
+ 1.35%
$66.04 - $69.67 $1.02M - $1.08M
1.16M $78.1M
Activity Summary
Buys All Purchases 179 New Holdings 12 Increased Positions 167 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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