Evelyn Partners Investment Management Services as of March 31, 2025
Portfolio Holdings for Evelyn Partners Investment Management Services
Evelyn Partners Investment Management Services holds 217 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 46.0 | $798M | 67k | 11870.97 | |
| Procter & Gamble Company (PG) | 16.2 | $281M | 12k | 22752.13 | |
| Stryker Corporation (SYK) | 4.5 | $77M | 193k | 400.56 | |
| Amazon (AMZN) | 4.0 | $70M | 19k | 3591.62 | |
| Adobe Systems Incorporated (ADBE) | 2.1 | $37M | 2.6k | 13921.33 | |
| Visa Com Cl A (V) | 2.0 | $35M | 99k | 355.43 | |
| Pepsi (PEP) | 1.9 | $34M | 22k | 1542.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $27M | 15k | 1858.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $24M | 27k | 910.24 | |
| Apple (AAPL) | 1.2 | $21M | 99k | 212.09 | |
| Automatic Data Processing (ADP) | 1.2 | $21M | 67k | 306.25 | |
| Johnson & Johnson (JNJ) | 1.0 | $17M | 103k | 168.11 | |
| NVIDIA Corporation (NVDA) | 1.0 | $17M | 94k | 176.75 | |
| Walt Disney Company (DIS) | 0.9 | $16M | 3.8k | 4233.30 | |
| McDonald's Corporation (MCD) | 0.8 | $15M | 705.00 | 20870.15 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $14M | 51.00 | 281088.39 | |
| Booking Holdings (BKNG) | 0.8 | $14M | 975.00 | 14381.70 | |
| Meta Platforms Cl A (META) | 0.8 | $14M | 20k | 717.62 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $13M | 23k | 578.13 | |
| AutoZone (AZO) | 0.7 | $13M | 5.0k | 2570.26 | |
| Mondelez Intl Cl A (MDLZ) | 0.7 | $12M | 171k | 69.71 | |
| Zoetis Cl A (ZTS) | 0.7 | $12M | 77k | 152.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $12M | 48k | 246.32 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $10M | 71k | 141.22 | |
| Waters Corporation (WAT) | 0.5 | $9.4M | 45k | 208.45 | |
| UnitedHealth (UNH) | 0.5 | $9.2M | 33k | 281.06 | |
| Colgate-Palmolive Company (CL) | 0.5 | $8.6M | 374.00 | 23093.58 | |
| Goldman Sachs (GS) | 0.5 | $8.0M | 11k | 731.32 | |
| Becton, Dickinson and (BDX) | 0.4 | $6.8M | 1.8k | 3791.24 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.4 | $6.5M | 7.1k | 928.17 | |
| Paypal Holdings (PYPL) | 0.3 | $6.0M | 84k | 71.43 | |
| Coca-Cola Company (KO) | 0.3 | $5.5M | 1.1k | 5087.50 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $4.6M | 16k | 298.29 | |
| S&p Global (SPGI) | 0.2 | $4.3M | 8.1k | 530.38 | |
| Mccormick & Co Com Vtg (MKC.V) | 0.2 | $3.0M | 1.1k | 2662.13 | |
| IDEX Corporation (IEX) | 0.2 | $2.7M | 12k | 234.85 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $2.7M | 12k | 226.46 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $2.7M | 16.00 | 166681.81 | |
| Nasdaq Omx (NDAQ) | 0.1 | $2.5M | 105.00 | 24012.80 | |
| Microsoft Corporation (MSFT) | 0.1 | $2.1M | 1.9k | 1111.29 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.9M | 2.1k | 924.51 | |
| Bank of America Corporation (BAC) | 0.1 | $1.8M | 250.00 | 7399.24 | |
| Prologis (PLD) | 0.1 | $1.8M | 17k | 107.09 | |
| Electronic Arts (EA) | 0.1 | $1.8M | 133.00 | 13270.75 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.7M | 125.00 | 13914.06 | |
| TJX Companies (TJX) | 0.1 | $1.5M | 1.1k | 1409.45 | |
| Cadence Design Systems (CDNS) | 0.1 | $1.5M | 16k | 91.42 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.4M | 7.3k | 193.41 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.4M | 14.00 | 96862.14 | |
| Palo Alto Networks (PANW) | 0.1 | $1.3M | 1.3k | 1040.79 | |
| Deere & Company (DE) | 0.1 | $1.3M | 180.00 | 7109.46 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | 6.0k | 212.97 | |
| Newmont Mining Corporation (NEM) | 0.1 | $1.3M | 6.7k | 188.98 | |
| Air Products & Chemicals (APD) | 0.1 | $1.2M | 1.0k | 1196.02 | |
| Rockwell Automation (ROK) | 0.1 | $1.2M | 2.4k | 478.75 | |
| American Tower Reit (AMT) | 0.1 | $1.1M | 4.7k | 234.73 | |
| Msci (MSCI) | 0.1 | $1.0M | 1.9k | 546.37 | |
| salesforce (CRM) | 0.1 | $1.0M | 3.8k | 267.40 | |
| Nike CL B (NKE) | 0.1 | $949k | 27k | 35.35 | |
| Netflix (NFLX) | 0.1 | $915k | 778.00 | 1176.52 | |
| Honeywell International (HON) | 0.1 | $913k | 19.00 | 48061.00 | |
| Wal-Mart Stores (WMT) | 0.0 | $843k | 75.00 | 11239.97 | |
| Servicenow (NOW) | 0.0 | $816k | 555.00 | 1469.75 | |
| Schlumberger Com Stk (SLB) | 0.0 | $788k | 22k | 35.47 | |
| Blackrock (BLK) | 0.0 | $776k | 199.00 | 3897.52 | |
| Abbvie (ABBV) | 0.0 | $623k | 1.7k | 369.98 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $603k | 31k | 19.58 | |
| Cme (CME) | 0.0 | $561k | 2.0k | 274.67 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $558k | 2.3k | 248.05 | |
| Pfizer (PFE) | 0.0 | $488k | 3.0k | 162.46 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $487k | 6.2k | 78.61 | |
| Ge Aerospace Com New (GE) | 0.0 | $486k | 1.8k | 270.47 | |
| Cisco Systems (CSCO) | 0.0 | $453k | 6.7k | 67.80 | |
| Home Depot (HD) | 0.0 | $451k | 997.00 | 452.40 | |
| Ge Vernova (GEV) | 0.0 | $447k | 688.00 | 649.98 | |
| Abbott Laboratories (ABT) | 0.0 | $424k | 36.00 | 11779.36 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $409k | 9.3k | 44.07 | |
| Fastenal Company (FAST) | 0.0 | $393k | 1.0k | 385.23 | |
| Brown & Brown (BRO) | 0.0 | $343k | 81.00 | 4236.60 | |
| Micron Technology (MU) | 0.0 | $332k | 4.5k | 74.02 | |
| Intercontinental Exchange (ICE) | 0.0 | $318k | 2.2k | 141.21 | |
| Chevron Corporation (CVX) | 0.0 | $316k | 7.5k | 42.27 | |
| Trip Com Group Ads (TCOM) | 0.0 | $313k | 4.9k | 64.43 | |
| Philip Morris International (PM) | 0.0 | $292k | 21k | 14.04 | |
| Verizon Communications (VZ) | 0.0 | $258k | 6.0k | 43.08 | |
| Danaher Corporation (DHR) | 0.0 | $256k | 44.00 | 5827.16 | |
| Tesla Motors (TSLA) | 0.0 | $251k | 777.00 | 323.27 | |
| Autodesk (ADSK) | 0.0 | $216k | 997.00 | 216.76 | |
| Waste Management (WM) | 0.0 | $213k | 926.00 | 229.64 | |
| Equinix (EQIX) | 0.0 | $202k | 253.00 | 799.69 | |
| Stifel Financial (SF) | 0.0 | $196k | 183.00 | 1071.98 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $184k | 110.00 | 1676.51 | |
| Sherwin-Williams Company (SHW) | 0.0 | $180k | 460.00 | 391.92 | |
| Clorox Company (CLX) | 0.0 | $167k | 71.00 | 2355.25 | |
| Union Pacific Corporation (UNP) | 0.0 | $166k | 125.00 | 1323.70 | |
| Roper Industries (ROP) | 0.0 | $156k | 4.2k | 37.13 | |
| Fair Isaac Corporation (FICO) | 0.0 | $150k | 6.3k | 23.69 | |
| Qualcomm (QCOM) | 0.0 | $146k | 65.00 | 2251.08 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $124k | 1.3k | 97.60 | |
| American Express Company (AXP) | 0.0 | $123k | 3.3k | 37.02 | |
| Microstrategy Cl A New (MSTR) | 0.0 | $112k | 81.00 | 1378.07 | |
| Nextera Energy (NEE) | 0.0 | $109k | 1.5k | 71.87 | |
| Merck & Co (MRK) | 0.0 | $109k | 1.3k | 84.05 | |
| Herc Hldgs (HRI) | 0.0 | $108k | 373.00 | 288.86 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $105k | 1.2k | 89.77 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $103k | 4.2k | 24.59 | |
| Republic Services (RSG) | 0.0 | $97k | 972.00 | 99.71 | |
| L3harris Technologies (LHX) | 0.0 | $96k | 595.00 | 161.91 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $95k | 2.5k | 38.52 | |
| Broadcom (AVGO) | 0.0 | $94k | 2.8M | 0.03 | |
| General Mills (GIS) | 0.0 | $93k | 1.2k | 77.37 | |
| Kraft Heinz (KHC) | 0.0 | $91k | 3.2k | 28.68 | |
| SYSCO Corporation (SYY) | 0.0 | $90k | 1.2k | 77.40 | |
| Omni (OMC) | 0.0 | $86k | 30k | 2.86 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $81k | 1.6k | 49.79 | |
| Ecolab (ECL) | 0.0 | $80k | 78.00 | 1021.15 | |
| Williams Companies (WMB) | 0.0 | $75k | 136.00 | 551.33 | |
| Starbucks Corporation (SBUX) | 0.0 | $74k | 200.00 | 371.48 | |
| Purecycle Technologies (PCT) | 0.0 | $72k | 3.4k | 20.97 | |
| Caterpillar (CAT) | 0.0 | $70k | 51.00 | 1378.18 | |
| MercadoLibre (MELI) | 0.0 | $70k | 29.00 | 2423.14 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $66k | 92.00 | 720.66 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $65k | 1.2k | 53.95 | |
| At&t (T) | 0.0 | $65k | 1.1k | 57.52 | |
| Jackson Financial Com Cl A (JXN) | 0.0 | $65k | 1.0k | 62.16 | |
| Keurig Dr Pepper (KDP) | 0.0 | $60k | 1.8k | 33.27 | |
| Kinsale Cap Group (KNSL) | 0.0 | $58k | 119.00 | 486.98 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $57k | 5.00 | 11442.20 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $57k | 983.00 | 57.90 | |
| Brf Sa Sponsored Adr | 0.0 | $55k | 238k | 0.23 | |
| IDEXX Laboratories (IDXX) | 0.0 | $55k | 128.00 | 426.75 | |
| Unilever Spon Adr New (UL) | 0.0 | $52k | 6.9k | 7.57 | |
| Yum! Brands (YUM) | 0.0 | $52k | 448.00 | 115.98 | |
| Corteva (CTVA) | 0.0 | $52k | 707.00 | 73.48 | |
| Boeing Company (BA) | 0.0 | $51k | 183.00 | 280.68 | |
| Super Micro Computer Com New (SMCI) | 0.0 | $51k | 100.00 | 507.04 | |
| Oracle Corporation (ORCL) | 0.0 | $50k | 203.00 | 248.08 | |
| Cooper Cos (COO) | 0.0 | $49k | 11k | 4.72 | |
| O'reilly Automotive (ORLY) | 0.0 | $49k | 510.00 | 95.56 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $47k | 11k | 4.23 | |
| Vulcan Materials Company (VMC) | 0.0 | $47k | 2.0k | 23.59 | |
| Capital One Financial (COF) | 0.0 | $47k | 1.3k | 36.21 | |
| First Solar (FSLR) | 0.0 | $46k | 6.5k | 6.99 | |
| Citigroup Com New (C) | 0.0 | $41k | 1.4k | 29.40 | |
| Insulet Corporation (PODD) | 0.0 | $39k | 136.00 | 289.81 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $39k | 198.00 | 196.37 | |
| PNC Financial Services (PNC) | 0.0 | $39k | 197.00 | 196.40 | |
| Kla Corp Com New (KLAC) | 0.0 | $38k | 107k | 0.36 | |
| Silence Therapeutics Ads (SLN) | 0.0 | $38k | 2.5k | 15.23 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $37k | 580.00 | 64.44 | |
| Nucor Corporation (NUE) | 0.0 | $36k | 5.4k | 6.75 | |
| State Street Corporation (STT) | 0.0 | $32k | 2.2k | 14.93 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $32k | 85.00 | 373.04 | |
| Keysight Technologies (KEYS) | 0.0 | $32k | 946.00 | 33.27 | |
| Lululemon Athletica (LULU) | 0.0 | $31k | 8.2k | 3.78 | |
| EOG Resources (EOG) | 0.0 | $30k | 475.00 | 63.48 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $29k | 536.00 | 54.14 | |
| Viatris (VTRS) | 0.0 | $28k | 3.0k | 9.19 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $27k | 15k | 1.83 | |
| Etsy (ETSY) | 0.0 | $27k | 8.00 | 3351.62 | |
| Best Buy (BBY) | 0.0 | $24k | 1.1k | 22.97 | |
| International Business Machines (IBM) | 0.0 | $24k | 26k | 0.92 | |
| Intel Corporation (INTC) | 0.0 | $22k | 1.0k | 21.28 | |
| Morgan Stanley Com New (MS) | 0.0 | $22k | 2.8k | 7.80 | |
| Perpetua Resources (PPTA) | 0.0 | $22k | 183.00 | 117.52 | |
| Sap Se Spon Adr (SAP) | 0.0 | $20k | 65.00 | 314.05 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $20k | 500.00 | 40.70 | |
| Kinder Morgan (KMI) | 0.0 | $20k | 2.0k | 9.91 | |
| Element Solutions (ESI) | 0.0 | $17k | 750.00 | 22.62 | |
| Boston Scientific Corporation (BSX) | 0.0 | $15k | 75.00 | 201.88 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $15k | 141.00 | 105.11 | |
| United Parcel Service CL B (UPS) | 0.0 | $14k | 400.00 | 35.49 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $14k | 197.00 | 70.93 | |
| Moderna (MRNA) | 0.0 | $14k | 1.4k | 9.78 | |
| Chemours (CC) | 0.0 | $13k | 2.5k | 5.36 | |
| Shell Spon Ads (SHEL) | 0.0 | $13k | 9.5k | 1.38 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $13k | 458.00 | 28.06 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $12k | 158.00 | 78.15 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $11k | 201.00 | 54.39 | |
| Yum China Holdings (YUMC) | 0.0 | $10k | 435.00 | 23.95 | |
| Sea Sponsord Ads (SE) | 0.0 | $9.4k | 59.00 | 159.34 | |
| Rithm Capital Corp Com New (RITM) | 0.0 | $8.6k | 5.5k | 1.58 | |
| Okta Cl A (OKTA) | 0.0 | $8.5k | 270.00 | 31.59 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $8.1k | 126.00 | 64.40 | |
| Magnite Ord (MGNI) | 0.0 | $8.0k | 541.00 | 14.84 | |
| ConocoPhillips (COP) | 0.0 | $7.9k | 81.00 | 97.30 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $7.5k | 30k | 0.25 | |
| Markel Corporation (MKL) | 0.0 | $7.5k | 40.00 | 187.07 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $7.4k | 934.00 | 7.90 | |
| Vitesse Energy Common Stock (VTS) | 0.0 | $7.4k | 300.00 | 24.60 | |
| General Dynamics Corporation (GD) | 0.0 | $7.1k | 23.00 | 308.30 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $6.6k | 1.2k | 5.35 | |
| Docusign (DOCU) | 0.0 | $6.2k | 5.1k | 1.22 | |
| Astera Labs (ALAB) | 0.0 | $6.1k | 127.00 | 47.95 | |
| Clearfield (CLFD) | 0.0 | $5.8k | 194.00 | 29.74 | |
| Esab Corporation (ESAB) | 0.0 | $5.4k | 633.00 | 8.47 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $3.7k | 30k | 0.12 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.7k | 225.00 | 16.36 | |
| Riot Blockchain (RIOT) | 0.0 | $3.6k | 6.7k | 0.54 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $3.0k | 3.4k | 0.88 | |
| Appian Corp Cl A (APPN) | 0.0 | $2.6k | 2.9k | 0.89 | |
| Humana (HUM) | 0.0 | $2.4k | 1.6k | 1.45 | |
| Lumen Technologies (LUMN) | 0.0 | $1.8k | 159k | 0.01 | |
| Colfax Corp (ENOV) | 0.0 | $1.8k | 17k | 0.10 | |
| Under Armour Cl A (UAA) | 0.0 | $1.6k | 2.3k | 0.70 | |
| Under Armour CL C (UA) | 0.0 | $1.5k | 5.0k | 0.30 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $1.5k | 69.00 | 21.13 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $893.000200 | 79.00 | 11.30 | |
| Organon & Co Common Stock (OGN) | 0.0 | $670.000000 | 67.00 | 10.00 | |
| Nio Spon Ads (NIO) | 0.0 | $539.008900 | 557.00 | 0.97 | |
| Metropcs Communications (TMUS) | 0.0 | $467.007000 | 170.00 | 2.75 | |
| Halyard Health (AVNS) | 0.0 | $357.881800 | 6.3k | 0.06 | |
| Autolus Therapeutics Spon Ads (AUTL) | 0.0 | $171.003000 | 210.00 | 0.81 | |
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $25.000000 | 1.00 | 25.00 | |
| Liberty Latin America Com Cl A (LILA) | 0.0 | $5.998300 | 3.2k | 0.00 | |
| Microbot Med Com New (MBOT) | 0.0 | $1.000000 | 1.00 | 1.00 | |
| Ocean Pwr Technologies Com New (OPTT) | 0.0 | $1.031800 | 1.5k | 0.00 |
