The Analysis of Evelyn Partners Investment Management (Europe) Ltd's Holdings
Currently, Evelyn Partners Investment Management (Europe) Ltd holds 179 types of securities in its portfolio with a total value $288.6M. In the most recent quarter, they have increased their positions in CRH (+232.9K shares, valued at $27.9M), FIW (+211.7K shares, valued at $20.3M), GLD (+53.1K shares, valued at $18.9M); decreased their positions in MSTR (-5.1K shares, valued at $1.6M), ADBE (-2.8K shares, valued at $984.9K), TSM (-1.9K shares, valued at $537.1K); initiated new positions in CRH (+232.9K shares, valued at $27.9M), FIW (+211.7K shares, valued at $20.3M), GLD (+53.1K shares, valued at $18.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CRH CRH PLC232.9K sharesnew addition2025-09-302025-11-14
FIW FIRST TR EXCHANGE-TRADED FD211.7K sharesnew addition2025-09-302025-11-14 GLD SPDR GOLD TR53.1K sharesnew addition2025-09-302025-11-14 URTH ISHARES INC102.7K sharesnew addition2025-09-302025-11-14 MSFT MICROSOFT CORP30.4K shares30.55%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR22.3K sharesnew addition2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL27.8K shares74.10%2025-09-302025-11-14 VGT VANGUARD WORLD FD18.4K sharesnew addition2025-09-302025-11-14 SDY SPDR SERIES TRUST75.7K sharesnew addition2025-09-302025-11-14 GOOGL ALPHABET INC41.4K shares54.30%2025-09-302025-11-14 MA MASTERCARD INCORPORATED13.0K shares55.48%2025-09-302025-11-14 AAPL APPLE INC28.6K shares23.88%2025-09-302025-11-14 LQD ISHARES TR58.9K sharesnew addition2025-09-302025-11-14 AMZN AMAZON COM INC24.8K shares121.59%2025-09-302025-11-14 BX BLACKSTONE INC30.2K shares-0.28%2025-09-302025-11-14 FVD FIRST TR EXCHANGE-TRADED FD99.4K sharesnew addition2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.14.3K shares139.53%2025-09-302025-11-14 NVDA NVIDIA CORPORATION23.8K shares218.39%2025-09-302025-11-14 SW SMURFIT WESTROCK PLC86.2K sharesnew addition2025-09-302025-11-14 TIP ISHARES TR32.6K sharesnew addition2025-09-302025-11-14 JNJ JOHNSON & JOHNSON18.7K shares57.78%2025-09-302025-11-14 MCD MCDONALDS CORP11.0K shares71.65%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC4.1K shares99.51%2025-09-302025-11-14 V VISA INC9.5K shares156.26%2025-09-302025-11-14 NFLX NETFLIX INC2.5K shares1.99%2025-09-302025-11-14 CIBR FIRST TR EXCHANGE TRADED FD39.0K sharesnew addition2025-09-302025-11-14 SOXX ISHARES TR10.5K sharesnew addition2025-09-302025-11-14 VOO VANGUARD INDEX FDS3.5K sharesnew addition2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC385 shares-6.55%2025-09-302025-11-14 QQQ INVESCO QQQ TR3.3K sharesnew addition2025-09-302025-11-14 BAC BANK AMERICA CORP35.8K shares72.22%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T8.7K sharesnew addition2025-09-302025-11-14 NDAQ NASDAQ INC18.2K shares101.90%2025-09-302025-11-14 DXJ WISDOMTREE TR12.3K sharesnew addition2025-09-302025-11-14 COST COSTCO WHSL CORP NEW1.7K shares-14.24%2025-09-302025-11-14 QCLN FIRST TR EXCHANGE-TRADED FD34.3K sharesnew addition2025-09-302025-11-14 GOOG ALPHABET INC5.8K shares-14.03%2025-09-302025-11-14 META META PLATFORMS INC1.8K shares47.61%2025-09-302025-11-14 COIN COINBASE GLOBAL INC3.5K shares4617.33%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC3.4K shares145.82%2025-09-302025-11-14 CRM SALESFORCE INC4.9K shares0.35%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC2.4K shares-2.23%2025-09-302025-11-14 SYK STRYKER CORPORATION2.8K shares167.05%2025-09-302025-11-14 GEHC GE HEALTHCARE TECHNOLOGIES I12.8K shares351.72%2025-09-302025-11-14 QTEC FIRST TR EXCHANGE-TRADED FD4.0K sharesnew addition2025-09-302025-11-14 PG PROCTER AND GAMBLE CO5.0K shares126.99%2025-09-302025-11-14 EEM ISHARES TR14.3K sharesnew addition2025-09-302025-11-14 CDNS CADENCE DESIGN SYSTEM INC2.2K shares1028.65%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD2.7K shares-41.89%2025-09-302025-11-14 CB CHUBB LIMITED2.6K sharesnew addition2025-09-302025-11-14 CL COLGATE PALMOLIVE CO9.1K shares9.75%2025-09-302025-11-14 LIN LINDE PLC1.5K sharesnew addition2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC3.4K shares450.00%2025-09-302025-11-14 HON HONEYWELL INTL INC3.1K shares-6.65%2025-09-302025-11-14 DHR DANAHER CORPORATION3.1K shares-1.91%2025-09-302025-11-14 PEP PEPSICO INC3.9K shares45.62%2025-09-302025-11-14 KO COCA COLA CO8.0K shares22.45%2025-09-302025-11-14 EMLP FIRST TR EXCHANGE-TRADED FD13.7K sharesnew addition2025-09-302025-11-14 EWG ISHARES INC12.5K sharesnew addition2025-09-302025-11-14 LHX L3HARRIS TECHNOLOGIES INC1.7K shares24.72%2025-09-302025-11-14 SPGI S&P GLOBAL INC1.0K shares-4.55%2025-09-302025-11-14 WMT WALMART INC4.5K shares0.00%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC987 shares5.67%2025-09-302025-11-14 MKL MARKEL GROUP INC218 shares-8.40%2025-09-302025-11-14 ABBV ABBVIE INC1.8K shares0.00%2025-09-302025-11-14 ZTS ZOETIS INC2.8K shares185.64%2025-09-302025-11-14 MSTR STRATEGY INC1.2K shares-80.98%2025-09-302025-11-14 XOM EXXON MOBIL CORP3.4K shares17.21%2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR6.9K sharesnew addition2025-09-302025-11-14 DIS DISNEY WALT CO3.1K shares1.31%2025-09-302025-11-14 MDLZ MONDELEZ INTL INC5.4K shares-17.83%2025-09-302025-11-14 C CITIGROUP INC3.2K shares18.32%2025-09-302025-11-14 BDX BECTON DICKINSON & CO1.7K shares67.45%2025-09-302025-11-14 CP CANADIAN PACIFIC KANSAS CITY4.2K sharesnew addition2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR3.3K sharesnew addition2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW1.0K shares14.94%2025-09-302025-11-14 VGK VANGUARD INTL EQUITY INDEX F3.2K sharesnew addition2025-09-302025-11-14 FLUT FLUTTER ENTMT PLC999 sharesnew addition2025-09-302025-11-14 CVX CHEVRON CORP NEW1.4K shares2.84%2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC450 sharesnew addition2025-09-302025-11-14 XPH SPDR SERIES TRUST4.6K sharesnew addition2025-09-302025-11-14 IVOO VANGUARD ADMIRAL FDS INC1.9K sharesnew addition2025-09-302025-11-14 IGM ISHARES TR1.6K sharesnew addition2025-09-302025-11-14 AMT AMERICAN TOWER CORP NEW1.1K shares0.00%2025-09-302025-11-14 VB VANGUARD INDEX FDS800 sharesnew addition2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP1.6K shares0.00%2025-09-302025-11-14 NEM NEWMONT CORP2.0K shares21.80%2025-09-302025-11-14 UL UNILEVER PLC2.8K shares0.00%2025-09-302025-11-14 FERG FERGUSON ENTERPRISES INC707 shares76.31%2025-09-302025-11-14 BLK BLACKROCK INC135 shares0.00%2025-09-302025-11-14 WFC WELLS FARGO CO NEW1.8K shares0.00%2025-09-302025-11-14 PSLV SPROTT ASSET MANAGEMENT LP9.1K sharesnew addition2025-09-302025-11-14 FXI ISHARES TR3.5K sharesnew addition2025-09-302025-11-14 RBLX ROBLOX CORP1.0K shares0.00%2025-09-302025-11-14 PSTG PURE STORAGE INC1.6K sharesnew addition2025-09-302025-11-14 PM PHILIP MORRIS INTL INC820 shares-35.43%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS470 shares0.00%2025-09-302025-11-14 STIP ISHARES TR1.2K sharesnew addition2025-09-302025-11-14 AEM AGNICO EAGLE MINES LTD750 sharesnew addition2025-09-302025-11-14 AGI ALAMOS GOLD INC NEW3.3K sharesnew addition2025-09-302025-11-14 EWJ ISHARES INC1.3K sharesnew addition2025-09-302025-11-14 IJR ISHARES TR900 sharesnew addition2025-09-302025-11-14 PHYS SPROTT ASSET MANAGEMENT LP3.3K sharesnew addition2025-09-302025-11-14 AER AERCAP HOLDINGS NV795 sharesnew addition2025-09-302025-11-14 IVV ISHARES TR143 sharesnew addition2025-09-302025-11-14 VV VANGUARD INDEX FDS310 sharesnew addition2025-09-302025-11-14 CAT CATERPILLAR INC200 shares0.00%2025-09-302025-11-14 ABT ABBOTT LABS675 shares58.82%2025-09-302025-11-14 NEE NEXTERA ENERGY INC1.1K shares-11.39%2025-09-302025-11-14 FDX FEDEX CORP338 shares0.00%2025-09-302025-11-14 RGLD ROYAL GOLD INC350 sharesnew addition2025-09-302025-11-14 VPL VANGUARD INTL EQUITY INDEX F792 sharesnew addition2025-09-302025-11-14 RCL ROYAL CARIBBEAN GROUP210 sharesnew addition2025-09-302025-11-14 IXC ISHARES TR1.6K sharesnew addition2025-09-302025-11-14 TRI THOMSON REUTERS CORP393 sharesnew addition2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND245 sharesnew addition2025-09-302025-11-14 KDP KEURIG DR PEPPER INC2.4K shares5.71%2025-09-302025-11-14 APD AIR PRODS & CHEMS INC220 shares-18.52%2025-09-302025-11-14 AG FIRST MAJESTIC SILVER CORP4.7K sharesnew addition2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F1.0K sharesnew addition2025-09-302025-11-14 SAND SANDSTORM GOLD LTD4.2K sharesnew addition2025-09-302025-11-14 IP INTERNATIONAL PAPER CO1.1K sharesnew addition2025-09-302025-11-14 SBUX STARBUCKS CORP580 shares0.00%2025-09-302025-11-14 MO ALTRIA GROUP INC678 shares0.00%2025-09-302025-11-14 ALC ALCON AG600 sharesnew addition2025-09-302025-11-14 VGSH VANGUARD SCOTTSDALE FDS743 sharesnew addition2025-09-302025-11-14 IYC ISHARES TR400 sharesnew addition2025-09-302025-11-14 LOGI LOGITECH INTL S A350 sharesnew addition2025-09-302025-11-14 NIO NIO INC5.0K shares45.05%2025-09-302025-11-14 ZG ZILLOW GROUP INC500 sharesnew addition2025-09-302025-11-14 LVS LAS VEGAS SANDS CORP690 shares0.00%2025-09-302025-11-14 RY ROYAL BK CDA250 sharesnew addition2025-09-302025-11-14 CM CANADIAN IMPERIAL BANK OF CO450 sharesnew addition2025-09-302025-11-14 AU ANGLOGOLD ASHANTI PLC500 sharesnew addition2025-09-302025-11-14 DOLE DOLE PLC2.6K sharesnew addition2025-09-302025-11-14 DPZ DOMINOS PIZZA INC81 shares0.00%2025-09-302025-11-14 IVW ISHARES TR285 sharesnew addition2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC765 shares-17.21%2025-09-302025-11-14 DVN DEVON ENERGY CORP NEW901 sharesnew addition2025-09-302025-11-14 ADBE ADOBE INC80 shares-97.21%2025-09-302025-11-14 NG NOVAGOLD RES INC3.2K sharesnew addition2025-09-302025-11-14 EL LAUDER ESTEE COS INC317 shares0.00%2025-09-302025-11-14 PYPL PAYPAL HLDGS INC416 shares-5.45%2025-09-302025-11-14 VSGX VANGUARD WORLD FD372 sharesnew addition2025-09-302025-11-14 VLTO VERALTO CORP242 shares15.24%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS268 sharesnew addition2025-09-302025-11-14 BUR BURFORD CAP LTD1.9K sharesnew addition2025-09-302025-11-14 APH AMPHENOL CORP NEW179 sharesnew addition2025-09-302025-11-14 DVY ISHARES TR150 sharesnew addition2025-09-302025-11-14 KBE SPDR SERIES TRUST355 sharesnew addition2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC250 shares0.00%2025-09-302025-11-14 VMC VULCAN MATLS CO67 shares0.00%2025-09-302025-11-14 AMRZ AMRIZE LTD410 sharesnew addition2025-09-302025-11-14 IEX IDEX CORP120 shares-29.41%2025-09-302025-11-14 ICLR ICON PLC100 sharesnew addition2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC100 shares117.39%2025-09-302025-11-14 PFE PFIZER INC625 shares0.00%2025-09-302025-11-14 MANU MANCHESTER UTD PLC NEW985 sharesnew addition2025-09-302025-11-14 EPP ISHARES INC267 sharesnew addition2025-09-302025-11-14 CLSK CLEANSPARK INC900 sharesnew addition2025-09-302025-11-14 SLB SCHLUMBERGER LTD353 sharesnew addition2025-09-302025-11-14 RIOT RIOT PLATFORMS INC600 shares0.00%2025-09-302025-11-14 TMUS T-MOBILE US INC40 shares0.00%2025-09-302025-11-14 CME CME GROUP INC35 shares-82.05%2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD50 shares-37.50%2025-09-302025-11-14 MDT MEDTRONIC PLC88 sharesnew addition2025-09-302025-11-14 SUSA ISHARES TR60 sharesnew addition2025-09-302025-11-14 NKE NIKE INC111 shares-88.87%2025-09-302025-11-14 MRK MERCK & CO INC87 shares-1.14%2025-09-302025-11-14 INTU INTUIT10 shares-50.00%2025-09-302025-11-14 JXN JACKSON FINANCIAL INC51 shares0.00%2025-09-302025-11-14 XLRE SELECT SECTOR SPDR TR58 sharesnew addition2025-09-302025-11-14 PJT PJT PARTNERS INC13 shares0.00%2025-09-302025-11-14 OXY OCCIDENTAL PETE CORP41 shares-97.50%2025-09-302025-11-14 LND BRASILAGRO COMPANHIA BRASILE183 shares0.00%2025-09-302025-11-14 VTRS VIATRIS INC71 shares0.00%2025-09-302025-11-14 OGN ORGANON & CO23 shares0.00%2025-09-302025-11-14 OXY.WS OCCIDENTAL PETE CORP7 sharesnew addition2025-09-302025-11-14 GTE GRAN TIERRA ENERGY INC1 sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available