The Analysis of Evelyn Partners Asset Management Ltd's Holdings & P&L


Currently, Evelyn Partners Asset Management Ltd holds 308 types of securities in its portfolio with a total value $405.8M. In the most recent quarter, they have increased their positions in CQQQ (+105.7K shares, valued at $4.9M), N/A (+20.3K shares, valued at $3.9M), RACE (+7.5K shares, valued at $2.5M); decreased their positions in GLD (-7.6K shares, valued at $3.3M), PYPL (-68.3K shares, valued at $3.1M), NVO (-82.1K shares, valued at $3.0M); initiated new positions in CQQQ (+105.7K shares, valued at $4.9M), N/A (+20.3K shares, valued at $3.9M), RACE (+7.5K shares, valued at $2.5M).


1M P&L
+2.0M+0.57%
3M P&L
-23.8M-6.40%
HY P&L
-7.5M-2.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A149.0M
40.5%
2Credit Services25.6M
7.0%
3Software - Infrastructure18.3M
5.0%

Top Industries by Stock Count

1N/A81 stocks
31.2%
2Software - Application13 stocks
5.0%
3Drug Manufacturers - General8 stocks
3.1%
Stock Holdings
GLD
SPDR GOLD TR
-10.95%
Shares61.6K
Event2026-03-31
Filed2026-05-15
VT
VANGUARD INTL EQUITY INDEX F
-4.40%
Shares155.9K
Event2026-03-31
Filed2026-05-15
GDX
VANECK ETF TRUST
0.30%
Shares185.6K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
6.76%
Shares40.3K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
-2.66%
Shares45.1K
Event2026-03-31
Filed2026-05-15
VPL
VANGUARD INTL EQUITY INDEX F
6.47%
Shares121.0K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
0.32%
Shares55.6K
Event2026-03-31
Filed2026-05-15
V
VISA INC
2.10%
Shares36.5K
Event2026-03-31
Filed2026-05-15
VDE
VANGUARD WORLD FD
4.34%
Shares63.5K
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
-0.09%
Shares39.8K
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
2.13%
Shares29.4K
Event2026-03-31
Filed2026-05-15
BKNG
BOOKING HOLDINGS INC
5.20%
Shares2.2K
Event2026-03-31
Filed2026-05-15
AVEM
AMERICAN CENTY ETF TR
13.36%
Shares114.2K
Event2026-03-31
Filed2026-05-15
DBMF
LITMAN GREGORY FDS TR
-1.68%
Shares297.1K
Event2026-03-31
Filed2026-05-15
URA
GLOBAL X FDS
3.53%
Shares181.6K
Event2026-03-31
Filed2026-05-15
ETFS GOLD TR
ETFS GOLD TR
-10.15%
Shares181.8K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
27.72%
Shares23.6K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
1.22%
Shares15.7K
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATIC DATA PROCESSING IN
2.36%
Shares36.3K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
19.97%
Shares25.7K
Event2026-03-31
Filed2026-05-15
WAT
WATERS CORP
1.44%
Shares24.5K
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
-15.58%
Shares73.8K
Event2026-03-31
Filed2026-05-15
CME
CME GROUP INC
-3.14%
Shares23.4K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
-6.64%
Shares76.0K
Event2026-03-31
Filed2026-05-15
INTU
INTUIT
24.17%
Shares15.3K
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.13%
Shares11.0K
Event2026-03-31
Filed2026-05-15
AZO
AUTOZONE INC
-2.76%
Shares1.9K
Event2026-03-31
Filed2026-05-15
ZTS
ZOETIS INC
1.57%
Shares50.7K
Event2026-03-31
Filed2026-05-15
RELX
RELX PLC
53.64%
Shares157.6K
Event2026-03-31
Filed2026-05-15
URTH
ISHARES INC
0.23%
Shares28.8K
Event2026-03-31
Filed2026-05-15
UNILEVER PLC
UNILEVER PLC
1.38%
Shares90.1K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
16.69%
Shares10.6K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
1.39%
Shares24.8K
Event2026-03-31
Filed2026-05-15
CQQQ
INVESCO EXCH TRADED FD TR II
New
Shares105.7K
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
2.82%
Shares17.6K
Event2026-03-31
Filed2026-05-15
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares20.3K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
1.64%
Shares21.6K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
3.10%
Shares5.8K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
ARISTA NETWORKS INC
1.77%
Shares25.9K
Event2026-03-31
Filed2026-05-15
IWV
ISHARES TR
0.11%
Shares8.1K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
3.08%
Shares8.6K
Event2026-03-31
Filed2026-05-15
ASML
ASML HLDG NV
-3.88%
Shares2.1K
Event2026-03-31
Filed2026-05-15
RACE
FERRARI N V
New
Shares7.5K
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
11.91%
Shares3.8K
Event2026-03-31
Filed2026-05-15
ISRG
INTUITIVE SURGICAL INC
3.93%
Shares4.9K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
2.29%
Shares7.2K
Event2026-03-31
Filed2026-05-15
ACWI
ISHARES TR
0.32%
Shares15.3K
Event2026-03-31
Filed2026-05-15
DEO
DIAGEO PLC
2.92%
Shares26.7K
Event2026-03-31
Filed2026-05-15
IVV
ISHARES TR
5.59%
Shares2.9K
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR
0.15%
Shares7.4K
Event2026-03-31
Filed2026-05-15
RIO
RIO TINTO PLC
5.76%
Shares18.2K
Event2026-03-31
Filed2026-05-15
GHC
GRAHAM HLDGS CO
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-15
MDLZ
MONDELEZ INTL INC
10.28%
Shares28.6K
Event2026-03-31
Filed2026-05-15
SIVR
ABRDN SILVER ETF TRUST
New
Shares22.7K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
-1.27%
Shares4.1K
Event2026-03-31
Filed2026-05-15
NVO
NOVO-NORDISK A S
-69.27%
Shares36.4K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
15.37%
Shares1.4K
Event2026-03-31
Filed2026-05-15
SHY
ISHARES TR
0.16%
Shares15.8K
Event2026-03-31
Filed2026-05-15
PPG
PPG INDS INC
-69.48%
Shares10.6K
Event2026-03-31
Filed2026-05-15
MSI
MOTOROLA SOLUTIONS INC
New
Shares2.4K
Event2026-03-31
Filed2026-05-15
IEF
ISHARES TR
0.14%
Shares11.0K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-15
STIP
ISHARES TR
0.00%
Shares8.8K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
0.00%
Shares17.7K
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD INDEX FDS
-0.43%
Shares2.5K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
2.14%
Shares4.8K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
0.00%
Shares10.1K
Event2026-03-31
Filed2026-05-15
SDY
SPDR SERIES TRUST
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-15
BND
VANGUARD BD INDEX FDS
0.28%
Shares9.5K
Event2026-03-31
Filed2026-05-15
FNV
FRANCO NEV CORP
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-15
CTVA
CORTEVA INC
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
120.88%
Shares1.5K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
8.29%
Shares8.0K
Event2026-03-31
Filed2026-05-15
IWD
ISHARES TR
249.00%
Shares2.6K
Event2026-03-31
Filed2026-05-15
WPM
WHEATON PRECIOUS METALS CORP
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-15
SNY
SANOFI SA
10.68%
Shares10.4K
Event2026-03-31
Filed2026-05-15
SHM
SPDR SERIES TRUST
New
Shares10.1K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
New
Shares3.1K
Event2026-03-31
Filed2026-05-15
HDV
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-15
TIP
ISHARES TR
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-15
MATX
MATSON INC
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
-1.35%
Shares1.6K
Event2026-03-31
Filed2026-05-15
EWJ
ISHARES INC
8.24%
Shares4.1K
Event2026-03-31
Filed2026-05-15
WTM
WHITE MTNS INS GROUP LTD
0.00%
Shares154
Event2026-03-31
Filed2026-05-15
SKYY
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
50.51%
Shares1.5K
Event2026-03-31
Filed2026-05-15
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-15
RTX
RTX CORPORATION
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-15
VOOG
VANGUARD ADMIRAL FDS INC
0.00%
Shares720
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
-88.74%
Shares1.9K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
IYW
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-15
SCHA
SCHWAB STRATEGIC TR
-3.30%
Shares8.6K
Event2026-03-31
Filed2026-05-15
TCOM
TRIP COM GROUP LTD
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-15
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
0.00%
Shares805
Event2026-03-31
Filed2026-05-15
EPP
ISHARES INC
-11.18%
Shares4.4K
Event2026-03-31
Filed2026-05-15
CIBR
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-15
MUB
ISHARES TR
New
Shares2.1K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
0.00%
Shares212
Event2026-03-31
Filed2026-05-15
QCLN
FIRST TR EXCHANGE-TRADED FD
5.96%
Shares4.5K
Event2026-03-31
Filed2026-05-15
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
-90.04%
Shares1.3K
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES TR
183.52%
Shares2.3K
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-15
IEI
ISHARES TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-15
DOW
DOW HLDGS INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-15
SPGI
S&P GLOBAL INC
0.00%
Shares423
Event2026-03-31
Filed2026-05-15
BBH
VANECK ETF TRUST
0.00%
Shares941
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR
158.23%
Shares2.5K
Event2026-03-31
Filed2026-05-15
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-15
PYPL
PAYPAL HLDGS INC
-95.04%
Shares3.6K
Event2026-03-31
Filed2026-05-15
HYMB
SPDR SERIES TRUST
New
Shares6.1K
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-15
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-15
TFPM
TRIPLE FLAG PRECIOUS METAL
33.33%
Shares4.0K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
-93.92%
Shares160
Event2026-03-31
Filed2026-05-15
ICE
INTERCONTINENTAL EXCHANGE IN
49.29%
Shares839
Event2026-03-31
Filed2026-05-15
ROP
ROPER TECHNOLOGIES INC
0.00%
Shares365
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-15
VGK
VANGUARD INTL EQUITY INDEX F
-78.79%
Shares1.4K
Event2026-03-31
Filed2026-05-15
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-15
NKE
NIKE INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-15
MOO
VANECK ETF TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
0.00%
Shares653
Event2026-03-31
Filed2026-05-15
CL
COLGATE PALMOLIVE CO
-94.99%
Shares1.2K
Event2026-03-31
Filed2026-05-15
IWY
ISHARES TR
New
Shares425
Event2026-03-31
Filed2026-05-15
EA
ELECTRONIC ARTS INC
0.00%
Shares510
Event2026-03-31
Filed2026-05-15
VSGX
VANGUARD WORLD FD
70.96%
Shares1.4K
Event2026-03-31
Filed2026-05-15
HCA
HCA HEALTHCARE INC
1280.00%
Shares207
Event2026-03-31
Filed2026-05-15
PGR
PROGRESSIVE CORP
0.00%
Shares485
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
-93.23%
Shares187
Event2026-03-31
Filed2026-05-15
MPWR
MONOLITHIC PWR SYS INC
0.00%
Shares84
Event2026-03-31
Filed2026-05-15
OTIS
OTIS WORLDWIDE CORP
93.49%
Shares1.2K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
-29.02%
Shares362
Event2026-03-31
Filed2026-05-15
VGSH
VANGUARD SCOTTSDALE FDS
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
0.00%
Shares257
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
623.68%
Shares275
Event2026-03-31
Filed2026-05-15
SCHV
SCHWAB STRATEGIC TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-15
MTZ
MASTEC INC
0.00%
Shares250
Event2026-03-31
Filed2026-05-15
CRH PLC
CRH PLC
0.00%
Shares750
Event2026-03-31
Filed2026-05-15
VGIT
VANGUARD SCOTTSDALE FDS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-15
CRWD
CROWDSTRIKE HLDGS INC
0.00%
Shares191
Event2026-03-31
Filed2026-05-15
SAP
SAP SE
1021.05%
Shares426
Event2026-03-31
Filed2026-05-15
CSX
CSX CORP
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-15
CC
CHEMOURS CO
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-15
IWS
ISHARES TR
0.00%
Shares483
Event2026-03-31
Filed2026-05-15
SHE
SPDR SERIES TRUST
0.00%
Shares531
Event2026-03-31
Filed2026-05-15
BDX
BECTON DICKINSON & CO
0.00%
Shares418
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
0.00%
Shares237
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
0.00%
Shares320
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
0.00%
Shares332
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
460.00%
Shares140
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
0.00%
Shares311
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
0.00%
Shares165
Event2026-03-31
Filed2026-05-15
AMT
AMERICAN TOWER CORP
0.00%
Shares340
Event2026-03-31
Filed2026-05-15
EZU
ISHARES INC
New
Shares932
Event2026-03-31
Filed2026-05-15
GBX
GREENBRIER COS INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-15
GSIE
GOLDMAN SACHS ETF TR
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
L
LOEWS CORP
0.00%
Shares503
Event2026-03-31
Filed2026-05-15
EWU
ISHARES TR
-75.73%
Shares1.2K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
New
Shares153
Event2026-03-31
Filed2026-05-15
AAXJ
ISHARES TR
0.00%
Shares544
Event2026-03-31
Filed2026-05-15
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.00%
Shares247
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares71
Event2026-03-31
Filed2026-05-15
EQIX
EQUINIX INC
0.00%
Shares49
Event2026-03-31
Filed2026-05-15
IXJ
ISHARES TR
0.00%
Shares508
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares764
Event2026-03-31
Filed2026-05-15
SPYV
SPDR SERIES TRUST
New
Shares806
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
New
Shares357
Event2026-03-31
Filed2026-05-15
SUSA
ISHARES TR
0.00%
Shares335
Event2026-03-31
Filed2026-05-15
SCHW
SCHWAB CHARLES CORP
0.00%
Shares467
Event2026-03-31
Filed2026-05-15
SA
SEABRIDGE GOLD INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-15
DVY
ISHARES TR
0.00%
Shares280
Event2026-03-31
Filed2026-05-15
ON
ON SEMICONDUCTOR CORP
0.00%
Shares666
Event2026-03-31
Filed2026-05-15
SMH
VANECK ETF TRUST
0.00%
Shares104
Event2026-03-31
Filed2026-05-15
TSCO
TRACTOR SUPPLY CO
0.00%
Shares875
Event2026-03-31
Filed2026-05-15
KMB
KIMBERLY-CLARK CORP
0.00%
Shares405
Event2026-03-31
Filed2026-05-15
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares534
Event2026-03-31
Filed2026-05-15
ICLN
ISHARES TR
18.11%
Shares2.1K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-15
H
HYATT HOTELS CORP
New
Shares262
Event2026-03-31
Filed2026-05-15
SUNBELT RENTALS HOLDINGS INC
SUNBELT RENTALS HOLDINGS INC
New
Shares550
Event2026-03-31
Filed2026-05-15
SPYG
SPDR SERIES TRUST
New
Shares361
Event2026-03-31
Filed2026-05-15
NXPI
NXP SEMICONDUCTORS N V
New
Shares177
Event2026-03-31
Filed2026-05-15
FHTX
FOGHORN THERAPEUTICS INC
0.00%
Shares7.1K
Event2026-03-31
Filed2026-05-15
ADSK
AUTODESK INC
0.00%
Shares141
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
0.00%
Shares149
Event2026-03-31
Filed2026-05-15
INFL
LISTED FDS TR
0.00%
Shares641
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
New
Shares477
Event2026-03-31
Filed2026-05-15
SONY
SONY GROUP CORP
New
Shares1.6K
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
-11.05%
Shares322
Event2026-03-31
Filed2026-05-15
NDAQ
NASDAQ INC
0.00%
Shares387
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
0.00%
Shares660
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
0.00%
Shares220
Event2026-03-31
Filed2026-05-15
DHI
D R HORTON INC
0.00%
Shares231
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
0.00%
Shares353
Event2026-03-31
Filed2026-05-15
PID
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-15
CBRE
CBRE GROUP INC
0.00%
Shares229
Event2026-03-31
Filed2026-05-15
DIVO
AMPLIFY ETF TR
0.00%
Shares675
Event2026-03-31
Filed2026-05-15
TDY
TELEDYNE TECHNOLOGIES INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-15
LQD
ISHARES TR
0.00%
Shares272
Event2026-03-31
Filed2026-05-15
IWP
ISHARES TR
0.00%
Shares224
Event2026-03-31
Filed2026-05-15
PREF
PRINCIPAL EXCHANGE TRADED FD
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-15
CMCSA
COMCAST CORP NEW
0.00%
Shares973
Event2026-03-31
Filed2026-05-15
SHEL
SHELL PLC
0.00%
Shares276
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATLS INC
0.00%
Shares72
Event2026-03-31
Filed2026-05-15
DGRO
ISHARES TR
New
Shares340
Event2026-03-31
Filed2026-05-15
AXON
AXON ENTERPRISE INC
0.00%
Shares55
Event2026-03-31
Filed2026-05-15
RSG
REPUBLIC SVCS INC
0.00%
Shares104
Event2026-03-31
Filed2026-05-15
NEM
NEWMONT CORP
0.00%
Shares209
Event2026-03-31
Filed2026-05-15
OEF
ISHARES TR
New
Shares71
Event2026-03-31
Filed2026-05-15
PDI
PIMCO DYNAMIC INCOME FD
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
0.00%
Shares103
Event2026-03-31
Filed2026-05-15
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares47
Event2026-03-31
Filed2026-05-15
PAAS
PAN AMERN SILVER CORP
0.00%
Shares383
Event2026-03-31
Filed2026-05-15
DHR
DANAHER CORP DEL
0.00%
Shares106
Event2026-03-31
Filed2026-05-15
ROBT
FIRST TR EXCHANGE TRADED FD
0.00%
Shares409
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-15
SBAC
SBA COMMUNICATIONS CORP
0.00%
Shares106
Event2026-03-31
Filed2026-05-15
XBI
SPDR SERIES TRUST
0.00%
Shares131
Event2026-03-31
Filed2026-05-15
MET
METLIFE INC
0.00%
Shares236
Event2026-03-31
Filed2026-05-15
INCO
COLUMBIA ETF TR II
0.00%
Shares300
Event2026-03-31
Filed2026-05-15
WMB
WILLIAMS COS INC
0.00%
Shares223
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
0.00%
Shares51
Event2026-03-31
Filed2026-05-15
RQI
COHEN & STEERS QUALITY INCOM
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-15
LIT
GLOBAL X FDS
0.00%
Shares200
Event2026-03-31
Filed2026-05-15
ECL
ECOLAB INC
0.00%
Shares54
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
0.00%
Shares118
Event2026-03-31
Filed2026-05-15
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares41
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
0.00%
Shares23
Event2026-03-31
Filed2026-05-15
SLB
SLB LIMITED
0.00%
Shares267
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
0.00%
Shares19
Event2026-03-31
Filed2026-05-15
CNC
CENTENE CORP DEL
0.00%
Shares406
Event2026-03-31
Filed2026-05-15
WM
WASTE MGMT INC DEL
0.00%
Shares57
Event2026-03-31
Filed2026-05-15
GWW
WW GRAINGER INC
0.00%
Shares12
Event2026-03-31
Filed2026-05-15
MCK
MCKESSON CORP
0.00%
Shares15
Event2026-03-31
Filed2026-05-15
IGR
CBRE GBL REAL ESTATE INC FD
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
0.00%
Shares22
Event2026-03-31
Filed2026-05-15
SBLK
STAR BULK CARRIERS CORP.
0.00%
Shares536
Event2026-03-31
Filed2026-05-15
CHKP
CHECK POINT SOFTWARE TECH LT
0.00%
Shares86
Event2026-03-31
Filed2026-05-15
BP
BP PLC
0.00%
Shares257
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
0.00%
Shares181
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
0.00%
Shares145
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
0.00%
Shares12
Event2026-03-31
Filed2026-05-15
AFL
AFLAC INC
0.00%
Shares102
Event2026-03-31
Filed2026-05-15
MMM
3M CO
0.00%
Shares76
Event2026-03-31
Filed2026-05-15
JCI
JOHNSON CONTROLS INTERNATION
0.00%
Shares84
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares44
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
0.00%
Shares63
Event2026-03-31
Filed2026-05-15
IWO
ISHARES TR
0.00%
Shares33
Event2026-03-31
Filed2026-05-15
SHW
SHERWIN WILLIAMS CO
0.00%
Shares32
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
0.00%
Shares63
Event2026-03-31
Filed2026-05-15
ALL
ALLSTATE CORP
0.00%
Shares48
Event2026-03-31
Filed2026-05-15
DDOG
DATADOG INC
0.00%
Shares84
Event2026-03-31
Filed2026-05-15
HLN
HALEON PLC
0.00%
Shares971
Event2026-03-31
Filed2026-05-15
IWN
ISHARES TR
0.00%
Shares50
Event2026-03-31
Filed2026-05-15
PJT
PJT PARTNERS INC
0.00%
Shares65
Event2026-03-31
Filed2026-05-15
COP
CONOCOPHILLIPS
0.00%
Shares66
Event2026-03-31
Filed2026-05-15
TRV
TRAVELERS COMPANIES INC
0.00%
Shares29
Event2026-03-31
Filed2026-05-15
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares90
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
0.00%
Shares26
Event2026-03-31
Filed2026-05-15
IDXX
IDEXX LABS INC
0.00%
Shares14
Event2026-03-31
Filed2026-05-15
OKE
ONEOK INC NEW
0.00%
Shares87
Event2026-03-31
Filed2026-05-15
MMC
MARSH & MCLENNAN COS INC
0.00%
Shares45
Event2026-03-31
Filed2026-05-15
BIO
BIO RAD LABS INC
0.00%
Shares27
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
0.00%
Shares46
Event2026-03-31
Filed2026-05-15
KMI
KINDER MORGAN INC DEL
0.00%
Shares209
Event2026-03-31
Filed2026-05-15
ESGV
VANGUARD WORLD FD
New
Shares56
Event2026-03-31
Filed2026-05-15
GPN
GLOBAL PMTS INC
0.00%
Shares92
Event2026-03-31
Filed2026-05-15
FLO
FLOWERS FOODS INC
0.00%
Shares719
Event2026-03-31
Filed2026-05-15
FCX
FREEPORT MCMORAN INC
0.00%
Shares93
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
0.00%
Shares11
Event2026-03-31
Filed2026-05-15
VMC
VULCAN MATLS CO
0.00%
Shares18
Event2026-03-31
Filed2026-05-15
VWOB
VANGUARD WHITEHALL FDS
0.00%
Shares74
Event2026-03-31
Filed2026-05-15
VRSK
VERISK ANALYTICS INC
0.00%
Shares23
Event2026-03-31
Filed2026-05-15
LOW
LOWES COS INC
0.00%
Shares17
Event2026-03-31
Filed2026-05-15
MCO
MOODYS CORP
0.00%
Shares9
Event2026-03-31
Filed2026-05-15
HUBS
HUBSPOT INC
0.00%
Shares16
Event2026-03-31
Filed2026-05-15
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares15
Event2026-03-31
Filed2026-05-15
MKL
MARKEL GROUP INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-15
AON PLC
AON PLC
0.00%
Shares11
Event2026-03-31
Filed2026-05-15
ELV
ELEVANCE HEALTH INC FORMERLY
0.00%
Shares12
Event2026-03-31
Filed2026-05-15
VLTO
VERALTO CORP
0.00%
Shares37
Event2026-03-31
Filed2026-05-15
TTD
THE TRADE DESK INC
0.00%
Shares142
Event2026-03-31
Filed2026-05-15
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares16
Event2026-03-31
Filed2026-05-15
MPC
MARATHON PETE CORP
0.00%
Shares12
Event2026-03-31
Filed2026-05-15
LNG
CHENIERE ENERGY INC
0.00%
Shares9
Event2026-03-31
Filed2026-05-15
DIGITALBRIDGE GROUP INC
DIGITALBRIDGE GROUP INC
0.00%
Shares164
Event2026-03-31
Filed2026-05-15
IQLT
ISHARES TR
0.00%
Shares50
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES TR
0.00%
Shares12
Event2026-03-31
Filed2026-05-15
OXY
OCCIDENTAL PETE CORP
0.00%
Shares33
Event2026-03-31
Filed2026-05-15
DOCU
DOCUSIGN INC
0.00%
Shares45
Event2026-03-31
Filed2026-05-15
THOMSON REUTERS CORP
THOMSON REUTERS CORP
0.00%
Shares23
Event2026-03-31
Filed2026-05-15
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
0.00%
Shares26
Event2026-03-31
Filed2026-05-15
HAL
HALLIBURTON CO
0.00%
Shares44
Event2026-03-31
Filed2026-05-15
ALC
ALCON AG
0.00%
Shares20
Event2026-03-31
Filed2026-05-15
VERSANT MEDIA GROUP INC
VERSANT MEDIA GROUP INC
New
Shares37
Event2026-03-31
Filed2026-05-15
FG
F&G ANNUITIES & LIFE INC
0.00%
Shares9
Event2026-03-31
Filed2026-05-15
TAK
TAKEDA PHARMACEUTICAL CO LTD
New
Shares7
Event2026-03-31
Filed2026-05-15
EXC
EXELON CORP
New
Shares1
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Evelyn Partners Asset Management Ltd Institutional Holdings, Portfolio & P&L β€” TradeFomo