Evelyn Partners Investment Management Services
Latest statistics and disclosures from Evelyn Partners Investment Management Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AZN, GOOGL, MSFT, AMZN, V, and represent 30.11% of Evelyn Partners Investment Management Services's stock portfolio.
- Added to shares of these 10 stocks: AZN (+$97M), AJG (+$5.8M), MSFT, INTU, NVDA, APH, MA, JPM, SUNB, AMZN.
- Started 30 new stock positions in MAR, TTEK, MSI, EW, IBN, URI, MCK, AWK, CQQQ, EMR.
- Reduced shares in these 10 stocks: GS (-$7.0M), DIS (-$7.0M), CL (-$6.8M), PEP (-$6.3M), TSM (-$6.0M), TMO (-$5.5M), MCD, ROP, ZTS, LIN.
- Sold out of its positions in AstraZeneca, BX, ENOV, FKU, TIP, MSTR, NVO, SDY, VTI, VZLA. Indivior.
- Evelyn Partners Investment Management Services was a net buyer of stock by $102M.
- Evelyn Partners Investment Management Services has $850M in assets under management (AUM), dropping by 6.47%.
- Central Index Key (CIK): 0002065205
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Portfolio Holdings for Evelyn Partners Investment Management Services
Evelyn Partners Investment Management Services holds 281 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Astrazeneca Ord (AZN) | 11.4 | $97M | NEW | 498k | 194.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $46M | +2% | 161k | 287.56 |
|
| Microsoft Corporation (MSFT) | 5.1 | $44M | +10% | 118k | 370.17 |
|
| Amazon (AMZN) | 4.7 | $40M | +7% | 193k | 208.27 |
|
| Visa Com Cl A (V) | 3.4 | $29M | 96k | 302.24 |
|
|
| NVIDIA Corporation (NVDA) | 3.3 | $28M | +15% | 161k | 174.40 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $26M | +9% | 54k | 479.20 |
|
| Johnson & Johnson (JNJ) | 3.0 | $25M | +5% | 103k | 244.44 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.9 | $25M | -19% | 74k | 337.95 |
|
| Stryker Corporation (SYK) | 2.7 | $23M | 70k | 328.59 |
|
|
| Chubb (CB) | 2.7 | $23M | +4% | 70k | 325.93 |
|
| Meta Platforms Cl A (META) | 2.3 | $20M | +13% | 34k | 572.13 |
|
| Booking Holdings (BKNG) | 2.3 | $19M | +5% | 4.6k | 4208.19 |
|
| Apple (AAPL) | 1.9 | $16M | +16% | 65k | 253.79 |
|
| Goldman Sachs (GS) | 1.7 | $14M | -33% | 17k | 845.99 |
|
| McDonald's Corporation (MCD) | 1.6 | $14M | -15% | 44k | 310.79 |
|
| Mastercard Incorporated Cl A (MA) | 1.6 | $13M | +25% | 27k | 499.66 |
|
| Wheaton Precious Metals Corp (WPM) | 1.6 | $13M | +5% | 102k | 131.13 |
|
| CRH Ord (CRH) | 1.5 | $13M | +8% | 121k | 105.12 |
|
| Automatic Data Processing (ADP) | 1.4 | $12M | -2% | 58k | 203.18 |
|
| Intuitive Surgical Com New (ISRG) | 1.3 | $11M | +7% | 24k | 460.99 |
|
| Arista Networks Com Shs (ANET) | 1.2 | $11M | 86k | 122.78 |
|
|
| Franco-Nevada Corporation (FNV) | 1.2 | $11M | +6% | 43k | 247.22 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $9.6M | +39% | 33k | 294.16 |
|
| Sprott Asset Management Physical Gold An (CEF) | 1.1 | $9.4M | +2% | 198k | 47.72 |
|
| Thermo Fisher Scientific (TMO) | 1.0 | $8.9M | -38% | 18k | 491.53 |
|
| Intuit (INTU) | 1.0 | $8.7M | +80% | 20k | 432.38 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $8.2M | +19% | 8.9k | 919.77 |
|
| Walt Disney Company (DIS) | 1.0 | $8.2M | -45% | 85k | 96.38 |
|
| Mondelez Intl Cl A (MDLZ) | 0.9 | $7.9M | -10% | 137k | 57.64 |
|
| Coca-Cola Company (KO) | 0.8 | $7.0M | +3% | 91k | 76.05 |
|
| S&p Global (SPGI) | 0.8 | $6.8M | 16k | 425.34 |
|
|
| TJX Companies (TJX) | 0.8 | $6.8M | +30% | 42k | 159.70 |
|
| Nasdaq Omx (NDAQ) | 0.8 | $6.6M | +18% | 78k | 84.89 |
|
| Zoetis Cl A (ZTS) | 0.7 | $6.0M | -24% | 51k | 118.21 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $5.8M | NEW | 27k | 216.58 |
|
| Linde SHS (LIN) | 0.7 | $5.8M | -17% | 12k | 495.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $5.8M | 10k | 577.18 |
|
|
| Amphenol Corp Cl A (APH) | 0.7 | $5.8M | +132% | 46k | 126.35 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.6 | $5.5M | -6% | 40k | 138.32 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $5.3M | -8% | 25k | 213.66 |
|
| Cme (CME) | 0.6 | $5.3M | +2% | 18k | 295.35 |
|
| Waters Corporation (WAT) | 0.6 | $5.0M | -2% | 17k | 297.80 |
|
| AutoZone (AZO) | 0.6 | $5.0M | -2% | 1.5k | 3377.78 |
|
| Broadcom (AVGO) | 0.6 | $4.8M | +80% | 16k | 309.51 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $4.8M | 24k | 198.29 |
|
|
| IDEX Corporation (IEX) | 0.5 | $4.5M | 24k | 189.55 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $4.4M | -2% | 48k | 91.77 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $4.2M | -20% | 9.8k | 430.29 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.4 | $3.8M | 74k | 50.44 |
|
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.4 | $3.6M | -5% | 121k | 30.15 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.4 | $3.2M | -5% | 14k | 233.26 |
|
| Smurfit Westrock SHS (SW) | 0.4 | $3.2M | -19% | 80k | 39.85 |
|
| Agnico (AEM) | 0.4 | $3.2M | -4% | 16k | 203.03 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.1M | -26% | 21k | 144.44 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.9M | +44% | 23k | 124.28 |
|
| Nextera Energy (NEE) | 0.3 | $2.8M | +19% | 30k | 92.88 |
|
| Netflix (NFLX) | 0.3 | $2.8M | +147% | 29k | 96.15 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.3 | $2.7M | NEW | 42k | 65.09 |
|
| Prologis (PLD) | 0.3 | $2.7M | +2% | 20k | 132.18 |
|
| Vanguard World Energy Etf (VDE) | 0.3 | $2.7M | -3% | 15k | 173.04 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $2.6M | +162% | 37k | 71.18 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $2.6M | -5% | 24k | 108.25 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.3 | $2.5M | -2% | 26k | 97.73 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.4M | -2% | 49k | 48.75 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $2.4M | 29k | 80.58 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $2.3M | +31% | 15k | 160.32 |
|
| Totalenergies Se Act (TTE) | 0.3 | $2.3M | +38% | 25k | 93.48 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $2.3M | -17% | 51k | 44.62 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $2.0M | 3.0k | 682.24 |
|
|
| American Tower Reit (AMT) | 0.2 | $1.9M | +13% | 11k | 172.58 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.8M | 11k | 169.66 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $1.8M | +105% | 6.4k | 283.77 |
|
| UnitedHealth (UNH) | 0.2 | $1.8M | +2% | 6.6k | 270.59 |
|
| Pepsi (PEP) | 0.2 | $1.7M | -78% | 11k | 155.29 |
|
| Global X Fds Global X Uranium (URA) | 0.2 | $1.7M | +3% | 34k | 48.43 |
|
| Barrick Mng Corp Com Shs (B) | 0.2 | $1.5M | 38k | 40.81 |
|
|
| Roper Industries (ROP) | 0.2 | $1.5M | -59% | 4.4k | 353.86 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.5M | 5.3k | 286.86 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.5M | +10% | 5.1k | 287.18 |
|
| Mccormick & Co Com Vtg (MKC.V) | 0.2 | $1.5M | 29k | 50.38 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $1.4M | +3% | 3.8k | 357.67 |
|
| Ferrari Nv Ord (RACE) | 0.2 | $1.3M | +105% | 3.9k | 338.61 |
|
| Servicenow (NOW) | 0.2 | $1.3M | +21% | 13k | 104.55 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.2M | 4.3k | 277.87 |
|
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.1 | $1.1M | -35% | 77k | 14.68 |
|
| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.1 | $1.1M | NEW | 24k | 46.02 |
|
| Micron Technology (MU) | 0.1 | $1.0M | 3.1k | 337.84 |
|
|
| Msci (MSCI) | 0.1 | $1.0M | 1.9k | 539.01 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $937k | -54% | 21k | 45.23 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $888k | -88% | 10k | 85.23 |
|
| Blackrock (BLK) | 0.1 | $872k | +6% | 907.00 | 961.71 |
|
| SLB Com Stk (SLB) | 0.1 | $853k | -15% | 17k | 51.39 |
|
| Deere & Company (DE) | 0.1 | $817k | -4% | 1.5k | 563.30 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $810k | -18% | 813.00 | 996.43 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $793k | -33% | 10k | 78.67 |
|
| Rbc Cad (RY) | 0.1 | $740k | 4.6k | 161.60 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $674k | 2.2k | 304.32 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $531k | -3% | 2.7k | 194.14 |
|
| Abbvie (ABBV) | 0.1 | $524k | 2.4k | 217.49 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $514k | NEW | 7.2k | 71.61 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $492k | +357% | 7.8k | 62.75 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $481k | -41% | 2.0k | 243.08 |
|
| Ubs Group SHS (UBS) | 0.1 | $473k | 12k | 39.09 |
|
|
| Cisco Systems (CSCO) | 0.0 | $382k | -27% | 4.9k | 77.59 |
|
| Becton, Dickinson and (BDX) | 0.0 | $381k | -4% | 2.4k | 157.23 |
|
| Rockwell Automation (ROK) | 0.0 | $380k | +6% | 1.1k | 358.88 |
|
| Intercontinental Exchange (ICE) | 0.0 | $370k | 2.4k | 157.28 |
|
|
| Axon Enterprise (AXON) | 0.0 | $366k | +18% | 862.00 | 424.69 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $361k | 1.9k | 192.90 |
|
|
| Fastenal Company (FAST) | 0.0 | $351k | -17% | 7.6k | 46.40 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $341k | +2% | 5.8k | 58.78 |
|
| International Paper Company (IP) | 0.0 | $340k | -7% | 9.5k | 35.70 |
|
| salesforce (CRM) | 0.0 | $328k | -13% | 1.8k | 186.67 |
|
| Waste Management (WM) | 0.0 | $328k | +44% | 1.4k | 229.79 |
|
| Air Products & Chemicals (APD) | 0.0 | $318k | 1.1k | 290.49 |
|
|
| Home Depot (HD) | 0.0 | $315k | +4% | 958.00 | 328.89 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $314k | 3.8k | 82.43 |
|
|
| Thomson Reuters Corp. | 0.0 | $287k | +2% | 3.2k | 89.94 |
|
| Verizon Communications (VZ) | 0.0 | $271k | -53% | 5.4k | 50.20 |
|
| Abbott Laboratories (ABT) | 0.0 | $268k | -24% | 2.6k | 102.67 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $268k | 448.00 | 597.55 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $262k | -15% | 600.00 | 436.79 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $262k | +108% | 1.8k | 146.28 |
|
| Philip Morris International (PM) | 0.0 | $254k | -6% | 1.5k | 165.34 |
|
| Chevron Corporation (CVX) | 0.0 | $248k | 1.2k | 206.90 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $248k | NEW | 512.00 | 484.91 |
|
| Tesla Motors (TSLA) | 0.0 | $235k | -2% | 632.00 | 371.75 |
|
| Stifel Financial (SF) | 0.0 | $231k | +50% | 3.1k | 73.92 |
|
| Williams Companies (WMB) | 0.0 | $225k | +33% | 3.1k | 72.78 |
|
| Tmc The Metals Company (TMC) | 0.0 | $220k | 47k | 4.67 |
|
|
| Danaher Corporation (DHR) | 0.0 | $197k | +44% | 1.0k | 189.60 |
|
| Pfizer (PFE) | 0.0 | $193k | +13% | 6.9k | 28.08 |
|
| Honeywell International | 0.0 | $180k | -55% | 798.00 | 226.03 |
|
| Autodesk (ADSK) | 0.0 | $170k | +87% | 708.00 | 239.40 |
|
| Ge Vernova (GEV) | 0.0 | $169k | 193.00 | 872.90 |
|
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $161k | 3.6k | 44.47 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $155k | NEW | 356.00 | 433.97 |
|
| Nike CL B (NKE) | 0.0 | $154k | -73% | 2.9k | 52.82 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $149k | 1.6k | 93.98 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $148k | -29% | 609.00 | 242.62 |
|
| Advanced Micro Devices (AMD) | 0.0 | $137k | +13% | 675.00 | 203.43 |
|
| Qualcomm (QCOM) | 0.0 | $137k | 1.1k | 128.78 |
|
|
| L3harris Technologies (LHX) | 0.0 | $133k | -22% | 386.00 | 345.15 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $124k | +9% | 386.00 | 320.55 |
|
| Clorox Company (CLX) | 0.0 | $118k | 1.1k | 103.63 |
|
|
| Boeing Company (BA) | 0.0 | $112k | +14% | 563.00 | 199.03 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $104k | 172.00 | 604.39 |
|
|
| Logitech Intl S A SHS (LOGI) | 0.0 | $91k | 1.0k | 90.52 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $90k | -46% | 520.00 | 173.45 |
|
| Insulet Corporation (PODD) | 0.0 | $89k | 425.00 | 209.84 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $87k | 800.00 | 108.71 |
|
|
| Amrize SHS (AMRZ) | 0.0 | $84k | 1.5k | 56.02 |
|
|
| Indivior Pharmaceuticals (INDV) | 0.0 | $84k | NEW | 2.7k | 30.48 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $84k | 632.00 | 132.10 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $83k | 56.00 | 1472.41 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $80k | 410.00 | 196.20 |
|
|
| Omni (OMC) | 0.0 | $79k | 1.0k | 75.31 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $78k | 1.0k | 75.09 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $78k | 59.00 | 1320.83 |
|
|
| First Solar (FSLR) | 0.0 | $73k | 371.00 | 197.26 |
|
|
| Merck & Co (MRK) | 0.0 | $73k | 608.00 | 120.29 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $72k | -31% | 365.00 | 196.86 |
|
| Corteva (CTVA) | 0.0 | $69k | 825.00 | 83.71 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $69k | 313.00 | 218.75 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $68k | 391.00 | 174.61 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $68k | 500.00 | 135.40 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $68k | 878.00 | 77.08 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $65k | +30% | 868.00 | 75.38 |
|
| Markel Corporation (MKL) | 0.0 | $65k | +750% | 34.00 | 1914.06 |
|
| Citigroup Com New (C) | 0.0 | $61k | +99% | 538.00 | 113.41 |
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $60k | 528.00 | 113.61 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $59k | 210.00 | 282.37 |
|
|
| Perpetua Resources (PPTA) | 0.0 | $57k | 2.0k | 28.13 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $54k | 78.00 | 697.72 |
|
|
| Purecycle Technologies (PCT) | 0.0 | $54k | 10k | 5.19 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $54k | NEW | 215.00 | 250.64 |
|
| Oracle Corporation (ORCL) | 0.0 | $53k | 360.00 | 147.11 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $49k | -13% | 682.00 | 71.73 |
|
| Sun Life Financial (SLF) | 0.0 | $49k | 776.00 | 62.63 |
|
|
| Capital One Financial (COF) | 0.0 | $47k | 260.00 | 182.43 |
|
|
| United Rentals (URI) | 0.0 | $47k | NEW | 65.00 | 728.55 |
|
| O'reilly Automotive (ORLY) | 0.0 | $46k | 502.00 | 92.31 |
|
|
| PNC Financial Services (PNC) | 0.0 | $46k | 220.00 | 208.09 |
|
|
| McKesson Corporation (MCK) | 0.0 | $45k | NEW | 52.00 | 865.37 |
|
| Caterpillar (CAT) | 0.0 | $45k | 63.00 | 708.46 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $42k | -20% | 356.00 | 118.63 |
|
| At&t (T) | 0.0 | $41k | 1.4k | 28.99 |
|
|
| State Street Corporation (STT) | 0.0 | $41k | 325.00 | 126.56 |
|
|
| Aptiv Com Shs (APTV) | 0.0 | $40k | +108% | 576.00 | 69.43 |
|
| Pulte (PHM) | 0.0 | $37k | NEW | 313.00 | 117.61 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $37k | 232.00 | 158.58 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $37k | 65.00 | 561.89 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $36k | NEW | 172.00 | 211.09 |
|
| Jackson Financial Com Cl A (JXN) | 0.0 | $36k | 337.00 | 105.72 |
|
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| Tetra Tech (TTEK) | 0.0 | $35k | NEW | 1.2k | 30.12 |
|
| EOG Resources (EOG) | 0.0 | $34k | 235.00 | 144.57 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $34k | 1.3k | 26.33 |
|
|
| Kraneshares Trust Global Carb Stra (KRBN) | 0.0 | $33k | 1.1k | 29.69 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $30k | 185.00 | 164.57 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $30k | NEW | 200.00 | 151.28 |
|
| Viatris (VTRS) | 0.0 | $29k | 2.1k | 13.51 |
|
|
| Etsy (ETSY) | 0.0 | $28k | 568.00 | 49.98 |
|
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $28k | 480.00 | 57.80 |
|
|
| Applied Materials (AMAT) | 0.0 | $27k | 78.00 | 341.79 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $27k | 233.00 | 113.98 |
|
|
| Brown & Brown (BRO) | 0.0 | $26k | +54% | 402.00 | 65.21 |
|
| Global X Fds Global X Copper (COPX) | 0.0 | $26k | 341.00 | 76.35 |
|
|
| Medtronic SHS (MDT) | 0.0 | $26k | 300.00 | 86.65 |
|
|
| Herc Hldgs (HRI) | 0.0 | $25k | 255.00 | 99.55 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $25k | 351.00 | 71.77 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $25k | 300.00 | 81.98 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $25k | NEW | 75.00 | 327.07 |
|
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $24k | 360.00 | 66.08 |
|
|
| American Water Works (AWK) | 0.0 | $24k | NEW | 174.00 | 136.09 |
|
| International Business Machines (IBM) | 0.0 | $23k | 95.00 | 242.39 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $22k | NEW | 42.00 | 522.71 |
|
| Diamondback Energy (FANG) | 0.0 | $22k | NEW | 110.00 | 197.79 |
|
| Metropcs Communications (TMUS) | 0.0 | $22k | +5050% | 103.00 | 209.51 |
|
| Constellation Energy (CEG) | 0.0 | $22k | NEW | 77.00 | 279.25 |
|
| Chemours (CC) | 0.0 | $22k | 975.00 | 22.03 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $21k | 458.00 | 46.47 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $21k | 317.00 | 67.07 |
|
|
| MercadoLibre (MELI) | 0.0 | $21k | NEW | 12.00 | 1729.00 |
|
| Copart (CPRT) | 0.0 | $20k | +87% | 611.00 | 33.20 |
|
| Verisk Analytics (VRSK) | 0.0 | $20k | NEW | 105.00 | 189.75 |
|
| Emerson Electric (EMR) | 0.0 | $20k | NEW | 149.00 | 131.02 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $19k | 150.00 | 125.46 |
|
|
| Cibc Cad (CM) | 0.0 | $18k | 185.00 | 94.74 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $17k | 320.00 | 53.35 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $17k | NEW | 62.00 | 272.31 |
|
| Unilever Spon Adr New (UL) | 0.0 | $17k | -59% | 296.00 | 56.97 |
|
| Lululemon Athletica (LULU) | 0.0 | $17k | 110.00 | 153.10 |
|
|
| American Express Company (AXP) | 0.0 | $17k | 55.00 | 302.47 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $17k | 178.00 | 93.00 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $16k | 250.00 | 65.00 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $16k | NEW | 199.00 | 80.08 |
|
| Kraft Heinz (KHC) | 0.0 | $16k | 700.00 | 22.49 |
|
|
| Moderna (MRNA) | 0.0 | $15k | 304.00 | 50.80 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $15k | NEW | 135.00 | 109.10 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $15k | 480.00 | 30.12 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $14k | 157.00 | 89.59 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $13k | 76.00 | 171.21 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $13k | NEW | 498.00 | 25.90 |
|
| Denison Mines Corp (DNN) | 0.0 | $13k | 3.6k | 3.54 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $13k | 135.00 | 93.29 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $12k | -14% | 254.00 | 48.18 |
|
| Sharkninja Com Shs (SN) | 0.0 | $12k | -10% | 114.00 | 105.90 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $12k | 36.00 | 328.67 |
|
|
| Deutsche Bk Namen Akt (DB) | 0.0 | $11k | -72% | 391.00 | 29.02 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $11k | 155.00 | 72.74 |
|
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $11k | 114.00 | 97.36 |
|
|
| Ishares Msci Germany Etf (EWG) | 0.0 | $10k | -99% | 259.00 | 39.67 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $9.4k | 343.00 | 27.46 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $8.9k | 26.00 | 343.23 |
|
|
| Magnite Ord (MGNI) | 0.0 | $8.4k | 703.00 | 11.88 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $7.8k | 207.00 | 37.81 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $7.2k | 82.00 | 88.41 |
|
|
| ConocoPhillips (COP) | 0.0 | $6.6k | -33% | 50.00 | 132.00 |
|
| Riot Blockchain (RIOT) | 0.0 | $6.2k | 504.00 | 12.36 |
|
|
| Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) | 0.0 | $6.2k | 346.00 | 17.93 |
|
|
| General Mills (GIS) | 0.0 | $5.7k | 152.00 | 37.22 |
|
|
| Vitesse Energy Common Stock (VTS) | 0.0 | $5.4k | 300.00 | 18.16 |
|
|
| Cenovus Energy (CVE) | 0.0 | $5.3k | 201.00 | 26.53 |
|
|
| Clearfield (CLFD) | 0.0 | $5.1k | 194.00 | 26.47 |
|
|
| Esab Corporation (ESAB) | 0.0 | $4.4k | 46.00 | 96.65 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $4.3k | -84% | 57.00 | 76.16 |
|
| Janus Henderson Group Ord Shs | 0.0 | $3.9k | 76.00 | 51.37 |
|
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $3.7k | 72.00 | 51.85 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $3.4k | NEW | 25.00 | 135.48 |
|
| Kenvue (KVUE) | 0.0 | $3.2k | 184.00 | 17.24 |
|
|
| Bill Com Holdings Ord (BILL) | 0.0 | $3.1k | 81.00 | 38.30 |
|
|
| T1 Energy Com New (TE) | 0.0 | $1.9k | NEW | 429.00 | 4.39 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $1.8k | 98.00 | 18.52 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $1.5k | 251.00 | 5.91 |
|
|
| Under Armour CL C (UA) | 0.0 | $1.5k | 252.00 | 5.79 |
|
|
| American Axle & Manufact. Holdings (DCH) | 0.0 | $895.007200 | NEW | 151.00 | 5.93 |
|
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $35.000000 | 4.00 | 8.75 |
|
|
| Liberty Latin America Com Cl A (LILA) | 0.0 | $9.000000 | 1.00 | 9.00 |
|
|
| Microbot Med Com New (MBOT) | 0.0 | $2.000000 | 1.00 | 2.00 |
|
|
| Ocean Pwr Technologies Com New (OPTT) | 0.0 | $1.000000 | 2.00 | 0.50 |
|
Past Filings by Evelyn Partners Investment Management Services
SEC 13F filings are viewable for Evelyn Partners Investment Management Services going back to 2025
- Evelyn Partners Investment Management Services 2026 Q1 filed May 15, 2026
- Evelyn Partners Investment Management Services 2025 Q4 filed Feb. 13, 2026
- Evelyn Partners Investment Management Services 2024 Q4 filed Dec. 11, 2025
- Evelyn Partners Investment Management Services 2025 Q1 restated filed Dec. 8, 2025
- Evelyn Partners Investment Management Services 2025 Q2 restated filed Nov. 26, 2025
- Evelyn Partners Investment Management Services 2025 Q3 filed Nov. 14, 2025
- Evelyn Partners Investment Management Services 2025 Q2 filed Aug. 12, 2025
- Evelyn Partners Investment Management Services 2025 Q1 filed Aug. 4, 2025