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Evelyn Partners Asset Management

Latest statistics and disclosures from Evelyn Partners Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLD, VT, MSFT, GOOGL, AMZN, and represent 25.90% of Evelyn Partners Asset Management's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$8.5M), PPG, EWG, CME, NVO, GLD, IVV, DIS, WAT, LLY.
Started 50 new stock positions in SNPS, TRV, MRK, AVEM, HLN, BMY, TJX, UBER, PAAS, WMB.
Reduced shares in these 10 stocks: ADBE (-$6.7M), VGK, GOOGL, VT, SPY, DBMF, VTI, , SKYY, IXN.
Sold out of its positions in AZ, ANSS, FDN, SKYY, IXN, SCZ, LRCX.
Evelyn Partners Asset Management was a net buyer of stock by $27M.
Evelyn Partners Asset Management has $443M in assets under management (AUM), dropping by 12.27%.
Central Index Key (CIK): 0002065207

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Portfolio Holdings for Evelyn Partners Asset Management

Evelyn Partners Asset Management holds 280 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Mfc Spdr Gold Tr Gold Etf (GLD)	6.8	$30M	+6%	85k	355.47	View chart
Vanguard Intl Equity Index F Etf (VT)	6.5	$29M	-3%	209k	137.80	View chart
Microsoft Corp Common (MSFT)	5.3	$24M	+3%	45k	517.95	View chart
Alphabet Class A (GOOGL)	4.0	$18M	-14%	74k	243.10	View chart
Amazon Common (AMZN)	3.3	$15M		66k	219.57	View chart
Vaneck Etf Tr Gold Miners Etf Etf (GDX)	3.2	$14M	+2%	185k	76.40	View chart
Visa Class A (V)	3.0	$14M	+3%	40k	341.38	View chart
Stryker Corp Common (SYK)	2.7	$12M	+4%	32k	369.76	View chart
Automatic Data Processing In Common (ADP)	2.6	$11M	+5%	39k	293.65	View chart
Disney Walt Common (DIS)	2.6	$11M	+12%	99k	114.50	View chart
Apple Common (AAPL)	2.3	$10M	+514%	40k	254.63	View chart
Mastercard Inc Cl A Class A (MA)	2.3	$10M	+6%	18k	568.81	View chart
Intuit Common (INTU)	2.2	$9.9M	+5%	15k	682.91	View chart
Litman Gregory Fds Tr Common (DBMF)	2.2	$9.9M	-3%	362k	27.31	View chart
Autozone Common (AZO)	2.2	$9.8M		2.3k	4290.24	View chart
Vanguard Intl Equity Index F Etf (VPL)	2.1	$9.4M	+3%	106k	87.84	View chart
Waters Corp Common (WAT)	1.9	$8.3M	+15%	28k	299.81	View chart
Global X Fds Common (URA)	1.8	$8.1M	+2%	170k	47.67	View chart
Zoetis Class A (ZTS)	1.8	$7.9M	+6%	54k	146.32	View chart
Vanguard World Etf (VDE)	1.7	$7.7M	+2%	61k	125.86	View chart
Aberdeen Std Gold Etf Tr Physical Swiss Gold Shs Etf Common (SGOL)	1.7	$7.7M	+5%	209k	36.81	View chart
Asml Hldg N V N Y Registry Shs New 2012 Isin#usn070592100 Common (ASML)	1.7	$7.5M	+6%	7.7k	968.09	View chart
Novo Nordisk A.s. Adr Formerly Novo Industrie A.s. Adr Same Cusip Adr (NVO)	1.5	$6.7M	+50%	122k	55.49	View chart
Vanguard Index Fds Etf (VOO)	1.5	$6.7M		11k	612.35	View chart
Paypal Hldgs Common (PYPL)	1.4	$6.2M	+8%	93k	67.06	View chart
Ishares Gold Tr Common (IAU)	1.3	$5.9M		81k	72.77	View chart
Unilever Plc Spon Adr New Isin#us9047677045 Adr (UL)	1.3	$5.7M	+9%	97k	59.28	View chart
Accenture Plc Ireland Class A (ACN)	1.3	$5.6M	+13%	23k	246.60	View chart
Vanguard Index Fds Etf (VO)	1.3	$5.6M	+10%	19k	293.74	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Ads (TSM)	1.2	$5.2M	+6%	19k	279.29	View chart
Ishares Etf (URTH)	1.2	$5.2M	+3%	29k	181.56	View chart
Ppg Inds Common (PPG)	1.1	$4.7M	NEW	45k	105.11	View chart
Berkshire Hathaway Inc Del Common (BRK.B)	1.0	$4.5M	+6%	9.0k	502.74	View chart
Relx Adr (RELX)	1.0	$4.5M	+14%	93k	47.76	View chart
Ishares Etf (EWG)	1.0	$4.3M	NEW	103k	41.61	View chart
Meta Platforms Class A (META)	0.9	$4.2M	+3%	5.7k	734.38	View chart
Nvidia Corp Common (NVDA)	0.9	$4.1M	-2%	22k	186.58	View chart
Procter & Gamble Common (PG)	0.9	$4.0M	+4%	26k	153.65	View chart
Cme Group Common (CME)	0.9	$3.8M	+100978%	14k	270.19	View chart
Arista Networks Adr (ANET)	0.8	$3.8M	+2%	26k	145.71	View chart
Johnson & Johnson Common (JNJ)	0.7	$3.2M	+5%	17k	185.42	View chart
Spdr S&p 500 Etf Tr Etf (SPY)	0.7	$3.1M	-14%	4.6k	666.13	View chart
Ishares Tr Etf (IWV)	0.7	$3.1M		8.1k	378.95	View chart
Diageo Plc Sponsored Adr New Isin#us25243q2057 Adr (DEO)	0.6	$2.5M	+25%	26k	95.43	View chart
Booking Hldgs Common (BKNG)	0.5	$2.4M	+8%	443.00	5399.27	View chart
Chubb Common (CB)	0.5	$2.3M	+4%	8.2k	282.25	View chart
Colgate Palmolive Common (CL)	0.5	$2.2M		27k	79.94	View chart
Mcdonalds Corp Common (MCD)	0.5	$2.1M	+4%	7.0k	303.89	View chart
Intuitive Surgical Common (ISRG)	0.5	$2.1M	+5%	4.8k	447.23	View chart
Ishares Tr Etf (ACWI)	0.5	$2.1M		15k	138.24	View chart
Pepsico Common (PEP)	0.5	$2.1M	+5%	15k	140.44	View chart
Goldman Sachs Group Common (GS)	0.5	$2.1M	+4%	2.6k	796.35	View chart
Mondelez Intl Class A (MDLZ)	0.5	$2.0M		32k	62.47	View chart
Graham Hldgs Class B (GHC)	0.4	$1.8M		1.6k	1177.31	View chart
Ishares Tr Core S&p 500 Etf Etf (IVV)	0.4	$1.8M	+290%	2.7k	669.30	View chart
Astrazeneca Plc Sponsored Adr Isin#us0463531089 Adr (AZN)	0.4	$1.8M	+4%	23k	76.72	View chart
Ishares Tr Etf (IWM)	0.4	$1.7M	-10%	7.2k	241.95	View chart
Thermo Fisher Scientific Common (TMO)	0.3	$1.3M	+3%	2.7k	485.02	View chart
Ishares Tr Etf (SHY)	0.3	$1.1M		14k	82.96	View chart
Rio Tinto Plc Sponsored Adr Isin#us7672041008 Adr (RIO)	0.3	$1.1M	+10%	17k	66.01	View chart
Ishares Tr Etf (IEF)	0.2	$1.0M		11k	96.46	View chart
Bank Amer Corp Common (BAC)	0.2	$966k		19k	51.59	View chart
Vanguard Index Fds Etf (VTI)	0.2	$882k	-30%	2.7k	328.17	View chart
Eli Lilly & Co Common (LLY)	0.2	$853k	+22260%	1.1k	763.00	View chart
Alphabet Class C (GOOG)	0.2	$837k	+4%	3.4k	243.55	View chart
Vanguard Intl Equity Index F Etf (VGK)	0.2	$837k	-83%	11k	79.80	View chart
Ishares Tr Etf (STIP)	0.2	$831k	+33%	8.0k	103.36	View chart
Micron Technology Common (MU)	0.2	$767k		4.6k	167.32	View chart
Cisco Sys Common (CSCO)	0.2	$747k	-14%	11k	68.42	View chart
Vanguard Bd Index Fds Common (BND)	0.2	$704k		9.5k	74.37	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.2	$704k		5.0k	140.05	View chart
Franco Nev Corp Common (FNV)	0.1	$601k		2.7k	222.54	View chart
Ishares Tr Russell 1000 Growth Etf Etf (IWF)	0.1	$586k		1.3k	468.41	View chart
Exxon Mobil Corp Common (XOM)	0.1	$531k	+5%	4.7k	112.75	View chart
Sanofi Spons Adr Isin#us80105n1054 Common (SNY)	0.1	$528k	+25%	11k	47.20	View chart
Corteva Common (CTVA)	0.1	$519k		7.7k	67.63	View chart
Coca Cola Common (KO)	0.1	$488k		7.4k	66.32	View chart
Wheaton Precious Metals Corp Common (WPM)	0.1	$470k		4.2k	111.88	View chart
Ishares Tr Core High Divid Etf Etf (HDV)	0.1	$405k		3.3k	122.45	View chart
Ishares Tr Etf (TIP)	0.1	$397k	-14%	3.6k	111.22	View chart
Trip Com Group Common (TCOM)	0.1	$369k		4.9k	75.20	View chart
Abbvie Common (ABBV)	0.1	$366k	+6%	1.6k	231.54	View chart
Nextera Energy Common (NEE)	0.1	$329k		4.4k	75.49	View chart
Jpmorgan Chase & Co Common (JPM)	0.1	$320k	+42%	1.0k	315.43	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Etf (VOOG)	0.1	$314k		720.00	435.46	View chart
Ishares Inc Msci Japan Etf Etf (EWJ)	0.1	$301k	+36%	3.8k	80.21	View chart
Netflix Common (NFLX)	0.1	$288k	+14%	240.00	1198.92	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Etf (VWO)	0.1	$285k		5.3k	54.18	View chart
Ishares Tr U S Technology Etf Etf (IYW)	0.1	$284k		1.4k	195.86	View chart
Take-two Interactive Software Inc Cdt-com Common (TTWO)	0.1	$270k		1.0k	258.36	View chart
Ishares Inc Msci Pacific Ex-japan Etf Etf (EPP)	0.1	$258k	+56%	5.0k	51.56	View chart
White Mtns Ins Group Common (WTM)	0.1	$257k		154.00	1671.52	View chart
Blackstone Common (BX)	0.1	$257k	+62%	1.5k	170.85	View chart
First Tr Exchange Traded Etf (CIBR)	0.1	$256k		3.4k	76.01	View chart
Schwab Strategic Tr Us Small-cap Etf Etf (SCHA)	0.1	$247k		8.9k	27.90	View chart
Rtx Corp Common (RTX)	0.1	$246k	+11%	1.5k	167.33	View chart
Matson Common (MATX)	0.1	$227k		2.3k	98.59	View chart
Servicenow Common (NOW)	0.1	$225k	+17%	244.00	920.28	View chart
Vanguard Specialized Funds Divid Appreciation Etf Etf (VIG)	0.0	$214k		990.00	215.79	View chart
Ishares Tr Msci Utd Kingdom Etf Etf (EWU)	0.0	$200k	+521%	4.8k	41.97	View chart
Dupont De Nemours Common (DD)	0.0	$196k		2.5k	77.90	View chart
Costco Whsl Corp Common (COST)	0.0	$196k	+69%	212.00	925.63	View chart
First Tr Exchange-traded Etf (QCLN)	0.0	$193k		4.6k	41.96	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Etf (VEA)	0.0	$191k		3.2k	59.92	View chart
Nike Class B (NKE)	0.0	$182k	-14%	2.6k	69.73	View chart
Adobe Sys Common (ADBE)	0.0	$180k	-97%	510.00	352.75	View chart
Ishares Tr Etf (IEI)	0.0	$171k		1.4k	119.51	View chart
Shopify Inc Cl A Isin#ca82509l1076 Class A (SHOP)	0.0	$162k	NEW	1.1k	148.61	View chart
Select Sector Spdr Tr Technology Etf (XLK)	0.0	$156k		555.00	281.86	View chart
Ishares Tr Russell 1000 Value Etf Etf (IWD)	0.0	$152k		747.00	203.59	View chart
American Elec Pwr Common (AEP)	0.0	$141k		1.3k	112.50	View chart
Vaneck Etf Trust Etf (BBH)	0.0	$133k		805.00	165.68	View chart
Amphenol Corp New Cl A Class A (APH)	0.0	$131k	+754%	1.1k	123.75	View chart
Walmart Common (WMT)	0.0	$127k	+117%	1.2k	103.06	View chart
S&p Global Common (SPGI)	0.0	$125k	+2041%	257.00	486.71	View chart
Progressive Corp Oh Common (PGR)	0.0	$120k	NEW	485.00	246.95	View chart
Crowdstrike Hldgs Inc Cl A Class A (CRWD)	0.0	$116k	NEW	236.00	490.38	View chart
Roper Technologies Common (ROP)	0.0	$111k	NEW	222.00	498.69	View chart
Dow Common (DOW)	0.0	$104k		4.5k	22.93	View chart
Morgan Stanley Common (MS)	0.0	$104k		653.00	158.96	View chart
Electronic Arts Common (EA)	0.0	$103k		510.00	201.70	View chart
Intercontinental Exchange Common (ICE)	0.0	$95k	+23%	562.00	168.48	View chart
Vaneck Etf Tr Agribusiness Etf Etf (MOO)	0.0	$94k		1.3k	73.45	View chart
Home Depot Common (HD)	0.0	$92k	+18%	227.00	405.19	View chart
Crh Plc Shs Isin#ie0001827041 Common (CRH)	0.0	$90k	NEW	750.00	119.90	View chart
Triple Flag Precious Metal Common (TFPM)	0.0	$88k	NEW	3.0k	29.27	View chart
Vanguard Scottsdale Fds Etf (VGSH)	0.0	$85k		1.4k	58.85	View chart
Vanguard World Fd Esg Intl Stk Etf Etf (VSGX)	0.0	$82k		1.2k	69.37	View chart
Vanguard Scottsdale Fds Etf (VGIT)	0.0	$79k		1.3k	60.03	View chart
Salesforce Common (CRM)	0.0	$79k	+6%	332.00	237.00	View chart
Becton Dickinson & Co Common (BDX)	0.0	$78k	-5%	418.00	187.17	View chart
Schwab Strategic Tr Us Large-cap Value Etf Etf (SCHV)	0.0	$78k		2.7k	29.11	View chart
Monolithic Pwr Sys Common (MPWR)	0.0	$77k		84.00	920.64	View chart
Ishares Tr Core S&p Small-cap Etf Etf (IJR)	0.0	$76k		635.00	118.83	View chart
Unitedhealth Group Common (UNH)	0.0	$73k	+34%	210.00	345.30	View chart
Ishares Tr Core Msci Eafe Etf Etf (IEFA)	0.0	$70k		801.00	87.31	View chart
Spdr Ser Tr Spdr Msci Usa Gender Diversity Etf Etf (SHE)	0.0	$68k		531.00	127.46	View chart
Ishares Tr Russell Mid-cap Value Etf Etf (IWS)	0.0	$68k		483.00	139.67	View chart
Broadcom Common (AVGO)	0.0	$67k	+871%	204.00	329.91	View chart
American Tower Corp Common (AMT)	0.0	$65k	+18%	340.00	192.32	View chart
Ishares Tr Core S&p Mid-cap Etf Etf (IJH)	0.0	$63k	NEW	960.00	65.26	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 Common (ETN)	0.0	$62k	+46%	165.00	374.25	View chart
Csx Corp Common (CSX)	0.0	$62k	+130%	1.7k	35.51	View chart
Vanguard Index Fds Vanguard Value Etf Etf (VTV)	0.0	$60k	NEW	320.00	186.49	View chart
Abbott Labs Common (ABT)	0.0	$56k	+45%	417.00	133.94	View chart
Otis Worldwide Corp Common (OTIS)	0.0	$55k		599.00	91.43	View chart
Te Connectivity Plc Ord Shs Isin#ie000ivnqz81 Common (TEL)	0.0	$54k		247.00	219.53	View chart
Mastec Common (MTZ)	0.0	$53k		250.00	212.81	View chart
Chemours Common (CC)	0.0	$51k		3.2k	15.84	View chart
Loews Corp Common (L)	0.0	$51k		503.00	100.39	View chart
Kimberly-clark Corp Common (KMB)	0.0	$50k		405.00	124.34	View chart
Tractor Supply Common (TSCO)	0.0	$50k		875.00	56.87	View chart
Ishares Tr Msci All Country Asia Ex Japan Etf Etf (AAXJ)	0.0	$50k		544.00	91.22	View chart
Greenbrier Cos Common (GBX)	0.0	$47k		1.0k	46.17	View chart
Ishares Tr Etf (SUSA)	0.0	$45k		335.00	135.65	View chart
Texas Instrs Common (TXN)	0.0	$45k		246.00	183.73	View chart
Ishares Tr Global Healthcare Etf Etf (IXJ)	0.0	$45k		508.00	88.62	View chart
Autodesk Common (ADSK)	0.0	$45k	+42%	141.00	317.67	View chart
Schwab Charles Corp Common (SCHW)	0.0	$45k	+28%	467.00	95.47	View chart
Northrop Grumman Corp Common (NOC)	0.0	$43k	+12%	71.00	609.32	View chart
Ishares Tr Select Divid Etf Etf (DVY)	0.0	$40k		280.00	142.10	View chart
Deere & Co Common (DE)	0.0	$40k	+521%	87.00	457.26	View chart
Axon Enterprise Common (AXON)	0.0	$40k	NEW	55.00	717.64	View chart
D R Horton Common (DHI)	0.0	$39k		231.00	169.47	View chart
Equinix Inc Com Par $0 001 Common (EQIX)	0.0	$38k		49.00	783.24	View chart
Seabridge Gold Common (SA)	0.0	$36k		1.5k	24.12	View chart
Cbre Group Inc Cl A Class A (CBRE)	0.0	$36k		229.00	157.56	View chart
Monster Beverage Corp Common (MNST)	0.0	$36k		534.00	67.31	View chart
Select Sector Spdr Tr Financial Etf (XLF)	0.0	$36k		660.00	53.87	View chart
Foghorn Therapeutics Common (FHTX)	0.0	$35k		7.1k	4.89	View chart
Pfizer Common (PFE)	0.0	$34k		1.4k	25.48	View chart
Nasdaq Common (NDAQ)	0.0	$34k		387.00	88.45	View chart
Vaneck Etf Tr Semiconductor Etf Etf (SMH)	0.0	$34k		104.00	326.36	View chart
On Semiconductor Corp Common (ON)	0.0	$33k		666.00	49.31	View chart
Ishares Tr Russell Mid-cap Growth Etf Etf (IWP)	0.0	$32k		224.00	142.41	View chart
Honeywell Intl Common (HON)	0.0	$31k	+41%	149.00	210.50	View chart
Select Sector Spdr Tr Health Care Common (XLV)	0.0	$31k		220.00	139.17	View chart
Comcast Corp New Cl A Class A (CMCSA)	0.0	$31k	+15%	973.00	31.42	View chart
Ishares Tr Iboxx Usd Invt Grade Corp Bd Etf Etf (LQD)	0.0	$30k		272.00	111.47	View chart
Starbucks Corp Common (SBUX)	0.0	$30k	-24%	353.00	84.60	View chart
Teledyne Technologies Common (TDY)	0.0	$29k		50.00	586.04	View chart
Listed Fds Tr Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.0	$29k		641.00	44.70	View chart
Oracle Corp Common (ORCL)	0.0	$28k	NEW	101.00	281.24	View chart
Ishares Tr Global Clean Energy Etf Etf (ICLN)	0.0	$27k		1.8k	15.48	View chart
Freeport-mcmoran Inc Cl B Class B (FCX)	0.0	$27k	+333%	693.00	39.22	View chart
Tesla Common (TSLA)	0.0	$27k	+103%	61.00	444.72	View chart
Pimco Dynamic Income Common (PDI)	0.0	$26k		1.3k	19.80	View chart
Alexander & Baldwin Common (ALEX)	0.0	$26k		1.4k	18.19	View chart
Bristol Myers Squibb Common (BMY)	0.0	$25k	NEW	550.00	45.10	View chart
Tjx Cos Common (TJX)	0.0	$24k	NEW	167.00	144.54	View chart
Republic Svcs Common (RSG)	0.0	$24k		104.00	229.48	View chart
Citigroup Common (C)	0.0	$23k	NEW	229.00	101.50	View chart
First Tr Exchange-traded Fd Vi Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.0	$22k		409.00	52.89	View chart
Capital One Finl Corp Common (COF)	0.0	$21k	NEW	99.00	212.58	View chart
Danaher Corp Common (DHR)	0.0	$21k		106.00	198.26	View chart
Travelers Cos #n/a (TRV)	0.0	$21k	NEW	75.00	279.23	View chart
Sba Communications Corp New Cl A Class A (SBAC)	0.0	$21k		106.00	193.35	View chart
Shell Plc Sponsored Adr Repstg Ord Sh Isin#us7802593050 Adr (SHEL)	0.0	$20k		276.00	71.53	View chart
Columbia Etf Tr Ii Columbia India Consumer Etf Etf (INCO)	0.0	$19k		300.00	64.67	View chart
Vertex Pharmaceuticals Common (VRTX)	0.0	$18k	+422%	47.00	391.64	View chart
Check Point Software Technologies Ltd Shs Isin#il0010824113 Common (CHKP)	0.0	$18k		86.00	206.91	View chart
Cohen & Steers Quality Income Rlty Common (RQI)	0.0	$16k		1.3k	12.47	View chart
American Centy Etf Tr Avantis Emerging Mkts Equity Etf Etf (AVEM)	0.0	$16k	NEW	214.00	75.11	View chart
Slb Limited Com Isin#an8068571086 Common (SLB)	0.0	$16k	+69%	452.00	34.37	View chart
Pan Amern Silver Corp Com Isin#ca6979001089 Common (PAAS)	0.0	$15k	NEW	383.00	38.73	View chart
Ecolab Common (ECL)	0.0	$15k	+116%	54.00	273.85	View chart
Applied Matls Common (AMAT)	0.0	$15k		72.00	204.74	View chart
Cbre Global Real Estate Income Common (IGR)	0.0	$15k		2.8k	5.14	View chart
Centene Corp Del Common (CNC)	0.0	$15k		406.00	35.68	View chart
Williams Cos Common (WMB)	0.0	$14k	NEW	223.00	63.35	View chart
Spdr Ser Tr S&p Biotech Etf Etf (XBI)	0.0	$13k		131.00	100.20	View chart
Vanguard Index Fds Vanguard Growth Etf Etf (VUG)	0.0	$13k		27.00	479.59	View chart
American Express Common (AXP)	0.0	$13k	NEW	38.00	332.16	View chart
Waste Mgmt Inc Del Common (WM)	0.0	$13k	NEW	57.00	220.82	View chart
L3harris Technologies Common (LHX)	0.0	$13k	NEW	41.00	305.41	View chart
Datadog Inc Cl A Class A (DDOG)	0.0	$12k	NEW	84.00	142.40	View chart
Synopsys Common (SNPS)	0.0	$12k	NEW	24.00	493.38	View chart
Mckesson Corp Common (MCK)	0.0	$12k	NEW	15.00	772.53	View chart
Pjt Partners Inc Com Cl A Class A (PJT)	0.0	$12k		65.00	177.72	View chart
Grainger W W Common (GWW)	0.0	$11k	NEW	12.00	953.00	View chart
Global X Fds Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$11k		200.00	56.85	View chart
Sherwin-williams Common (SHW)	0.0	$11k	NEW	32.00	346.25	View chart
Ishares Tr Russell 2000 Growth Etf Etf (IWO)	0.0	$11k		33.00	320.03	View chart
Allstate Corp Common (ALL)	0.0	$10k	NEW	48.00	214.65	View chart
Sap Se Sponsored Adr Isin#us8030542042 Adr (SAP)	0.0	$10k	NEW	38.00	267.21	View chart
Uber Technologies Common (UBER)	0.0	$10k	NEW	103.00	97.97	View chart
Star Bulk Carriers Corp Sh Par $0.01 Isin#mhy8162k2046 Common (SBLK)	0.0	$10k		536.00	18.59	View chart
Merck & Co Common (MRK)	0.0	$9.9k	NEW	118.00	83.93	View chart
O Reilly Automotive Common (ORLY)	0.0	$9.7k		90.00	107.81	View chart
Motorola Solutions Common (MSI)	0.0	$9.6k	NEW	21.00	457.29	View chart
Markel Group Common (MKL)	0.0	$9.6k		5.00	1911.40	View chart
Flowers Foods Common (FLO)	0.0	$9.4k		719.00	13.05	View chart
Palo Alto Networks Common (PANW)	0.0	$9.4k	NEW	46.00	203.63	View chart
Johnson Ctls Intl Plc Shs Isin#ie00by7ql619 Common (JCI)	0.0	$9.2k	NEW	84.00	109.95	View chart
Marsh & Mclennan Cos Common (MMC)	0.0	$9.1k	NEW	45.00	201.53	View chart
Caterpillar Common (CAT)	0.0	$9.1k		19.00	477.16	View chart
Idexx Labs Common (IDXX)	0.0	$8.9k		14.00	638.86	View chart
Bp Plc Spons Adr (BP)	0.0	$8.9k		257.00	34.46	View chart
Ishares Tr Russell 2000 Value Etf Etf (IWN)	0.0	$8.8k		50.00	176.82	View chart
Haleon Plc Adr Isin#us4055521003 Common (HLN)	0.0	$8.7k	NEW	971.00	8.97	View chart
Qualcomm Common (QCOM)	0.0	$8.3k		50.00	166.36	View chart
Metlife Common (MET)	0.0	$8.1k	NEW	98.00	82.37	View chart
Global Pmts Common (GPN)	0.0	$7.6k		92.00	83.08	View chart
Bio Rad Laboratories Inc Cl A Common (BIO)	0.0	$7.6k		27.00	280.41	View chart
Hubspot Common (HUBS)	0.0	$7.5k	NEW	16.00	467.81	View chart
Vanguard Scottsdale Fds Vanguard Long-term Treas Index Fd Etf Etf (VGLT)	0.0	$7.2k		126.00	56.86	View chart
The Trade Desk Inc Com Cl A Class A (TTD)	0.0	$7.0k	NEW	142.00	49.01	View chart
Vanguard Intl Equity Index Fds Vanguard Ftse All World Ex Us Etf Etf (VEU)	0.0	$6.4k	NEW	90.00	71.37	View chart
Hca Healthcare Common (HCA)	0.0	$6.4k		15.00	426.20	View chart
Analog Devices Common (ADI)	0.0	$6.4k		26.00	245.69	View chart
Oneok Common (OKE)	0.0	$6.3k	NEW	87.00	72.97	View chart
Conocophillips Common (COP)	0.0	$6.2k	+200%	66.00	94.59	View chart
Kinder Morgan Inc Del Common (KMI)	0.0	$5.9k	NEW	209.00	28.31	View chart
Verisk Analytics Common (VRSK)	0.0	$5.8k	-93%	23.00	251.52	View chart
Vulcan Matls Common (VMC)	0.0	$5.5k	NEW	18.00	307.61	View chart
Linde Plc New Shs Isin#ie000s9ys762 Common (LIN)	0.0	$5.2k	NEW	11.00	475.00	View chart
Vanguard Whitehall Fds Emerging Mkt Govt Bd Index Fd Etf Cl Common (VWOB)	0.0	$5.0k	-11%	74.00	66.91	View chart
T-mobile Us Common (TMUS)	0.0	$4.8k	NEW	20.00	239.40	View chart
Ball Corp Common (BALL)	0.0	$4.4k		88.00	50.42	View chart
Moodys Corp Common (MCO)	0.0	$4.3k		9.00	476.44	View chart
Lowes Cos Common (LOW)	0.0	$4.3k		17.00	251.29	View chart
Kraneshares Tr Global Carbon Strategy Etf Common (KRBN)	0.0	$4.1k	-76%	128.00	32.40	View chart
Veralto Corp Common (VLTO)	0.0	$3.9k		37.00	106.62	View chart
Aon Plc Registered Shs Cl A Isin#ie00blp1hw54 Class A (AON)	0.0	$3.9k		11.00	356.55	View chart
Illinois Tool Wks Common (ITW)	0.0	$3.9k	NEW	15.00	260.73	View chart
Chevron Corp Common (CVX)	0.0	$3.9k	NEW	25.00	155.28	View chart
Elevance Health Common (ELV)	0.0	$3.9k	+200%	12.00	323.08	View chart
Thomson Reuters Corp Registered Shs Isin#ca8849038085 Common (TRI)	0.0	$3.6k	NEW	23.00	155.35	View chart
Docusign Common (DOCU)	0.0	$3.2k	NEW	45.00	72.09	View chart
Ishares Tr Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$2.3k		12.00	194.50	View chart
Marathon Pete Corp Common (MPC)	0.0	$2.3k		12.00	192.75	View chart
Diamondback Energy Common (FANG)	0.0	$2.3k		16.00	143.12	View chart
Ishares Tr Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$2.2k		50.00	44.20	View chart
Cheniere Energy Common (LNG)	0.0	$2.1k		9.00	235.00	View chart
Digitalbridge Group Inc Cl A Common (DBRG)	0.0	$1.9k		164.00	11.70	View chart
Occidental Pete Corp Common (OXY)	0.0	$1.6k		33.00	47.24	View chart
Alcon Common (ALC)	0.0	$1.5k		20.00	74.40	View chart
Humana Common (HUM)	0.0	$1.3k		5.00	260.20	View chart
Halliburton Common (HAL)	0.0	$1.1k		44.00	24.59	View chart
Ocean Pwr Technologies Common (OPTT)	0.0	$117.000000		2.00	58.50	View chart

Past Filings by Evelyn Partners Asset Management

SEC 13F filings are viewable for Evelyn Partners Asset Management going back to 2025

Evelyn Partners Asset Management 2025 Q2 restated filed Nov. 26, 2025
Evelyn Partners Asset Management 2025 Q3 filed Nov. 14, 2025
Evelyn Partners Asset Management 2025 Q2 filed Aug. 12, 2025
Evelyn Partners Asset Management 2025 Q1 filed Aug. 4, 2025

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