Evanson Asset Management, LLC Sells in Q4 2025

Evanson Asset Management, LLC

  • $1.58 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BAR
Granite Shares Gold Trust

ETFs
-1.12K
- 9.19%
$38.0 - $43.17 $42.6K - $48.4K
11.1K $446K
AAL
American Airlines Group Inc.

Industrials
-1.59K
- 12.5%
N/A
11.1K $123K
IWN
Ishares Russell2000 Val ETF

ETFs
-2
- 0.03%
$172.34 - $181.51 $345 - $363
6.43K $1.12M
BARK
Bark, Inc.

Consumer Cyclical
-13K
- 56.52%
$0.74 - $0.94 $9.62K - $12.2K
10K $7K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-286
- 2.53%
$28.46 - $29.45 $8.14K - $8.42K
11K $319K
DFAX
Dimensional ETF Tr
-46.5K
- 1.98%
$30.71 - $32.34 $1.43M - $1.51M
2.3M $73.7M
PFE
Pfizer Inc

Healthcare
-147
- 1.12%
$24.23 - $27.37 $3.56K - $4.02K
13K $326K
TJX
Tjx Companies Inc

Consumer Cyclical
-83
- 2.71%
$138.56 - $147.63 $11.5K - $12.3K
2.98K $435K
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 0.95%
$293.81 - $310.11 $7.64K - $8.06K
2.71K $827K
IWD
Ishares Russell 1000 Val ETF

ETFs
-96
- 0.67%
$199.44 - $208.01 $19.1K - $20K
14.2K $2.91M
Vanguard Wellington Fd
-325
- 1.26%
N/A
25.5K $0
Dimensional ETF Trust
-66
- 1.02%
N/A
6.41K $0
GD
General Dynamics Corp

Industrials
-9
- 1.01%
$330.59 - $353.77 $2.98K - $3.18K
878 $302K
DE
Deere & CO

Industrials
-10
- 2.04%
$439.11 - $480.78 $4.39K - $4.81K
481 $228K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-10
- 0.31%
$280.66 - $305.09 $2.81K - $3.05K
3.23K $912K
IBM
International Business Machines Corp

Technology
-97
- 3.62%
$275.97 - $314.98 $26.8K - $30.6K
2.58K $767K
AXP
American Express CO

Financial Services
-50
- 1.24%
$316.26 - $372.77 $15.8K - $18.6K
3.99K $1.36M
MRK
Merck & Co., Inc.

Healthcare
-56
- 1.47%
$82.49 - $92.93 $4.62K - $5.2K
3.76K $348K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-771
- 2.49%
$86.12 - $92.36 $66.4K - $71.2K
30.2K $2.76M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-220
- 0.63%
$92.24 - $96.56 $20.3K - $21.2K
34.6K $3.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-184
- 0.4%
$70.2 - $73.89 $12.9K - $13.6K
46.3K $3.38M
AMGN
Amgen Inc

Healthcare
-114
- 6.47%
$290.13 - $341.71 $33.1K - $39K
1.65K $563K
CSCO
Cisco Systems, Inc.

Technology
-115
- 0.12%
$67.46 - $78.0 $7.76K - $8.97K
92.4K $7.19M
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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