Evelyn Partners Asset Management Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed December 11, 2025), Evelyn Partners Asset Management Ltd reported 245 stock positions worth $371.5 million. Its top holding was Vanguard Tot World STK ETF (VT) at 6.9% of the portfolio, followed by SPDR Gold Shares (GLD, 6.3%) and Microsoft (MSFT, 5.4%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065207
- Portfolio Value
- $371.5M (Q4 2024)
- SEC Filing
- 0001420506-25-003536 ↗ filed Dec 11, 2025
Holdings Value
Holdings 245 stocks · $371.5M
| VT Vanguard Tot World STK ETF | 6.93% | 219,269 | $25.8M | — |
| GLD SPDR Gold Shares | 6.29% | 96,496 | $23.4M | — |
| MSFT Microsoft Corp. | 5.43% | 47,826 | $20.2M | — |
| GOOGL Alphabet Inc. Class A | 4.17% | 81,758 | $15.5M | — |
| AMZN Amazon.com Inc. | 3.76% | 63,735 | $14.0M | — |
| V Visa Inc. Class A | 3.62% | 42,581 | $13.5M | — |
| SYK Stryker Corp. | 3.24% | 33,455 | $12.1M | — |
| ADP Automatic Data Processing | 3.22% | 40,805 | $12.0M | — |
| WAT Waters Corp. | 2.81% | 28,173 | $10.5M | — |
| MA Mastercard Inc. Class A | 2.77% | 19,553 | $10.3M | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.76% | 392,603 | $10.3M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.71% | 90,253 | $10.0M | — |
| INTU Intuit Inc. | 2.67% | 15,761 | $9.9M | — |
| PG The Procter & Gamble Co. | 2.26% | 50,094 | $8.4M | — |
| AZO AutoZone Inc. | 2.19% | 2,536 | $8.1M | — |
| ADBE Adobe Inc. | 2.10% | 17,558 | $7.8M | — |
| PYPL PayPal Holdings Inc. | 1.99% | 86,750 | $7.4M | — |
| VDE Vanguard Energy ETF | 1.86% | 56,857 | $6.9M | — |
| VPL Vanguard Ftse Pacific ETF | 1.83% | 95,564 | $6.8M | — |
| VOO Vanguard S&P 500 ETF | 1.67% | 11,544 | $6.2M | — |
| ACN Accenture PLC Class A | 1.67% | 17,653 | $6.2M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 1.64% | 70,675 | $6.1M | — |
| ZTS Zoetis Inc. | 1.61% | 36,756 | $6.0M | — |
| GDX Vaneck Gold Miners ETF | 1.58% | 173,253 | $5.9M | — |
| UL Unilever PLC | 1.34% | 87,828 | $5.0M | — |
| ASML ASML Holding NV-NY Reg SHS | 1.33% | 7,108 | $4.9M | — |
| URTH iShares MSCI World ETF | 1.13% | 26,902 | $4.2M | — |
| AAPL Apple Inc. | 1.08% | 16,083 | $4.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 8,237 | $3.7M | — |
| RELX Relx PLC - Spon ADR | 0.98% | 80,220 | $3.6M | — |
| PEP Pepsico Inc. | 0.97% | 23,545 | $3.6M | — |
| URA Global X Uranium ETF | 0.92% | 127,267 | $3.4M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.91% | 17,116 | $3.4M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 5,545 | $3.2M | — |
| META Meta Platforms Inc. Class A | 0.83% | 5,294 | $3.1M | — |
| NVDA Nvidia Corp. | 0.80% | 22,198 | $3.0M | — |
| SGOL Abrdn Physical Gold Shares | 0.77% | 114,918 | $2.9M | — |
| IAU iShares Gold Trust | 0.77% | 57,407 | $2.8M | — |
| ANET Arista Networks Inc. | 0.71% | 23,916 | $2.6M | — |
| DEO Diageo PLC-Sponsored ADR | 0.70% | 20,343 | $2.6M | — |
| IWM iShares Russell 2000 ETF | 0.69% | 11,520 | $2.5M | — |
| CL Colgate-Palmolive Co. | 0.68% | 27,670 | $2.5M | — |
| UNH Unitedhealth Group Inc. | 0.64% | 4,722 | $2.4M | — |
| ISRG Intuitive Surgical Inc. | 0.59% | 4,230 | $2.2M | — |
| JNJ Johnson & Johnson | 0.58% | 14,968 | $2.2M | — |
| CB Chubb Ltd. | 0.54% | 7,297 | $2.0M | — |
| BKNG Booking Holdings Inc. | 0.51% | 382 | $1.9M | — |
| MCD McDonald's Corp. | 0.50% | 6,364 | $1.8M | — |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 3,416 | $1.8M | — |
| MDLZ Mondelez International Inc. Class A | 0.47% | 29,136 | $1.7M | — |
| AZN Astrazeneca PLC-Spons ADR | 0.38% | 21,593 | $1.4M | — |
| BDX Becton Dickinson and Co. | 0.37% | 6,080 | $1.4M | — |
| GHC Graham Holdings Co. Class B | 0.37% | 1,563 | $1.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 4,699 | $1.4M | — |
| IEF iShares 7-10 Year Treasury B | 0.29% | 11,687 | $1.1M | — |
| ACWI iShares MSCI Acwi ETF | 0.27% | 8,511 | $1.0M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 19,858 | $873K | — |
| RIO Rio Tinto PLC-Spon ADR | 0.22% | 14,101 | $829K | — |
| SDY SS SPDR S&P Dividend ETF | 0.22% | 6,275 | $829K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 9,931 | $814K | — |
| CSCO Cisco Systems Inc. | 0.21% | 13,157 | $779K | — |
| HDV iShares Core High Dividend E | 0.20% | 6,608 | $742K | — |
| SPGI S&P Global Inc. | 0.20% | 1,465 | $730K | — |
| GOOG Alphabet Inc. Class C | 0.17% | 3,394 | $646K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.16% | 5,991 | $603K | — |
| BND Vanguard Total Bond Market | 0.16% | 8,027 | $577K | — |
| TIP iShares Tips Bond ETF | 0.14% | 4,822 | $514K | — |
| IWF iShares Russell 1000 Growth | 0.14% | 1,262 | $507K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 1,848 | $498K | — |
| XOM Exxon Mobil Corp. | 0.13% | 4,466 | $480K | — |
| IDV iShares International Select | 0.13% | 17,491 | $479K | — |
| KO The Coca-Cola Co. | 0.12% | 7,357 | $458K | — |
| CTVA Corteva Inc. | 0.12% | 7,672 | $437K | — |
| IVV iShares Core S&P 500 ETF | 0.11% | 701 | $413K | — |
| MU Micron Technology Inc. | 0.11% | 4,733 | $398K | — |
| IXN iShares Global Tech ETF | 0.11% | 4,620 | $392K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.09% | 5,461 | $347K | — |
| TCOM Trip.com Group Ltd.-ADR | 0.09% | 4,912 | $337K | — |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 7,425 | $327K | — |
| SKYY First Trust Cloud Computing | 0.09% | 2,689 | $320K | — |
| NEE Nextera Energy Inc. | 0.09% | 4,467 | $320K | — |
| FNV Franco-Nevada Corp. | 0.09% | 2,700 | $317K | — |
| SNY Sanofi-ADR | 0.08% | 6,464 | $312K | — |
| MATX Matson Inc. | 0.08% | 2,300 | $310K | — |
| WTM White Mountains Insurance GP | 0.08% | 154 | $300K | — |
| FDN First Trust DJ Internet Ind | 0.08% | 1,217 | $296K | — |
| NKE Nike Inc. Class B | 0.08% | 3,877 | $293K | — |
| ABBV Abbvie Inc. | 0.07% | 1,488 | $264K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.07% | 720 | $264K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.07% | 2,279 | $263K | — |
| WPM Wheaton Precious Metals Corp. | 0.06% | 4,200 | $236K | — |
| BBH Vaneck Biotech ETF | 0.06% | 1,500 | $235K | — |
| IYW iShares Ustechnology ETF | 0.06% | 1,448 | $231K | — |
| SCHA Schwab US Small-Cap ETF | 0.06% | 8,858 | $229K | — |
| NOW ServiceNow Inc. | 0.06% | 208 | $221K | — |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 1,014 | $199K | — |
| TTWO Take-Two Interactive Softwre | 0.05% | 1,069 | $197K | — |
| DD Dupont DE Nemours Inc. | 0.05% | 2,521 | $192K | — |
| NFLX Netflix Inc. | 0.05% | 210 | $187K | — |
| EWJ iShares MSCI Japan ETF | 0.05% | 2,750 | $185K | — |
| DOW Dow Inc. | 0.05% | 4,543 | $182K | — |
| JPM JPMorgan Chase & Co. | 0.05% | 709 | $170K | — |
| BX Blackstone Inc. | 0.04% | 925 | $159K | — |
| RTX RTX Corp. | 0.04% | 1,317 | $152K | — |
| VEA Vanguard Ftse Developed ETF | 0.04% | 3,182 | $152K | — |
| EPP iShares MSCI Pacific Ex Japa | 0.04% | 3,200 | $140K | — |
| IWD iShares Russell 1000 Value E | 0.04% | 747 | $138K | — |
| XLK SS Technology Select Sector | 0.04% | 583 | $136K | — |
| QCLN First Trust Nasdaq Clean Edg | 0.04% | 3,883 | $132K | — |
| BP BP PLC-Spons ADR | 0.03% | 4,211 | $124K | — |
| AEP American Electric Power | 0.03% | 1,250 | $115K | — |
| VRSK Verisk Analytics Inc. | 0.03% | 383 | $105K | — |
| CRM Salesforce Inc. | 0.03% | 313 | $105K | — |
| COST Costco Wholesale Corp. | 0.03% | 102 | $93K | — |
| VGSH Vanguard Short-Term Treasury | 0.02% | 1,444 | $84K | — |
| MOO Vaneck Agribusiness ETF | 0.02% | 1,274 | $82K | — |
| MS Morgan Stanley | 0.02% | 653 | $82K | — |
| HD Home Depot Inc. | 0.02% | 207 | $81K | — |
| VGIT Vanguard Intermediate-Term T | 0.02% | 1,315 | $76K | — |
| EA Electronic Arts Inc. | 0.02% | 510 | $75K | — |
| IJR iShares Core S&P Small-Cap E | 0.02% | 635 | $73K | — |
| SCHV Schwab US Large-Cap Value | 0.02% | 2,667 | $70K | — |
| UPS United Parcel Service Class B | 0.02% | 547 | $69K | — |
| ICE Intercontinental Exchange Inc. | 0.02% | 455 | $68K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.02% | 1,180 | $67K | — |
| SHEL Shell PLC-ADR | 0.02% | 1,018 | $64K | — |
| GBX Greenbrier Companies Inc. | 0.02% | 1,026 | $63K | — |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 483 | $62K | — |
| SHE SS SPDR MSCI U Gend Div ETF | 0.02% | 531 | $61K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 801 | $56K | — |
| CC The Chemours Co. | 0.01% | 3,200 | $54K | — |
| KMB Kimberly-Clark Corp. | 0.01% | 405 | $53K | — |
| AMT American Tower Corp. | 0.01% | 287 | $53K | — |
| WMT Walmart Inc. | 0.01% | 564 | $51K | — |
| MPWR Monolithic Power Systems Inc. | 0.01% | 84 | $50K | — |
| TSCO Tractor Supply Company | 0.01% | 875 | $46K | — |
| EQIX Equinix Inc. | 0.01% | 49 | $46K | — |
| TXN Texas Instruments Inc. | 0.01% | 246 | $46K | — |
| GS Goldman Sachs Group Inc. | 0.01% | 77 | $44K | — |
| IXJ iShares Global Healthcare Et | 0.01% | 508 | $44K | — |
| L Loews Corp. | 0.01% | 503 | $43K | — |
| SBUX Starbucks Corp. | 0.01% | 465 | $42K | — |
| ON On Semiconductor | 0.01% | 666 | $42K | — |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 335 | $41K | — |
| GOVI Invesco Equal Weight 0-30 YR | 0.01% | 1,479 | $40K | — |
| AAXJ iShares MSCI All Country Asi | 0.01% | 544 | $39K | — |
| ETN Eaton Corp. PLC | 0.01% | 113 | $38K | — |
| IEMG iShares Core MSCI Emerging | 0.01% | 713 | $37K | — |
| DVY iShares Select Dividend ETF | 0.01% | 280 | $37K | — |
| PFE Pfizer Inc. | 0.01% | 1,350 | $36K | — |
| TEL Te Connectivity PLC | 0.01% | 247 | $35K | — |
| MTZ Mastec Inc. | 0.01% | 250 | $34K | — |
| FHTX Foghorn Therapeutics Inc. | 0.01% | 7,100 | $34K | — |
| ABT Abbott Laboratories | 0.01% | 286 | $32K | — |
| DHI D.R. Horton Inc. | 0.01% | 231 | $32K | — |
| XLF SS Financial Select Sector | 0.01% | 660 | $32K | — |
| CMCSA Comcast Corp. Class A | 0.01% | 839 | $31K | — |
| XLV SS Health Care Select Sector | 0.01% | 220 | $30K | — |
| QCOM Qualcomm Inc. | 0.01% | 197 | $30K | — |
| CBRE CBRE Group Inc. Class A | 0.01% | 229 | $30K | — |
| NDAQ Nasdaq Inc. | 0.01% | 387 | $30K | — |
| NOC Northrop Grumman Corp. | 0.01% | 63 | $30K | — |
| ADSK Autodesk Inc. | 0.01% | 99 | $29K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 272 | $29K | — |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 224 | $28K | — |
| MNST Monster Beverage Corp. | 0.01% | 534 | $28K | — |
| SCHW Schwab (charles) Corp. | 0.01% | 364 | $27K | — |
| EWU iShares MSCI United Kingdom | 0.01% | 767 | $26K | — |
| SMH Vaneck Semiconductor ETF | 0.01% | 104 | $25K | — |
| ALEX Alexander & Baldwin Inc. | 0.01% | 1,404 | $25K | — |
| ANSS Ansys Inc. | 0.01% | 73 | $25K | — |
| CNC Centene Corp. | 0.01% | 406 | $25K | — |
| INFL Horizon Kinetics Infl Benef | 0.01% | 641 | $24K | — |
| DHR Danaher Corp. | 0.01% | 106 | $24K | — |
| CSX CSX Corp. | 0.01% | 750 | $24K | — |
| HON Honeywell International Inc. | 0.01% | 105 | $24K | — |
| PDI PIMCO Dynamic Income Fund | 0.01% | 1,291 | $24K | — |
| TDY Teledyne Technologies Inc. | 0.01% | 50 | $23K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 481 | $22K | — |
| SBAC SBA Communications Corp. | 0.01% | 106 | $22K | — |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 121 | $22K | — |
| RSG Republic Services Inc. | 0.01% | 104 | $21K | — |
| ICLN iShares Global Clean Energy | 0.01% | 1,761 | $20K | — |
| LRCX Lam Research Corp. | 0.01% | 270 | $20K | — |
| INCO Columbia India Consumer ETF | 0.01% | 300 | $19K | — |
| ROBT First Trust Nasdaq Artificia | 0.01% | 409 | $18K | — |
| PANW Palo Alto Networks Inc. | 0.00% | 100 | $18K | — |
| OTIS Otis Worldwide Corp. | 0.00% | 192 | $18K | — |
| SA Seabridge Gold Inc. | 0.00% | 1,500 | $17K | — |
| CHKP Check Point Software Tech | 0.00% | 86 | $16K | — |
| KRBN KS Global Carbon Stratgy ETF | 0.00% | 545 | $16K | — |
| RQI Cohen & Steers Qual Inc. RLTY | 0.00% | 1,289 | $16K | — |
| FLO Flowers Foods Inc. | 0.00% | 719 | $15K | — |
| CBRE GBL REAL ESTATE INC FD | 0.00% | 2,823 | $14K | — |
| MRK Merck & Co. Inc. | 0.00% | 136 | $14K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 215 | $13K | — |
| TSLA Tesla Inc. | 0.00% | 30 | $12K | — |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 131 | $12K | — |
| AMAT Applied Materials Inc. | 0.00% | 72 | $12K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 27 | $11K | — |
| GPN Global Payments Inc. | 0.00% | 92 | $10K | — |
| PJT PJT Partners Inc. Class A | 0.00% | 65 | $10K | — |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 267 | $10K | — |
| IWO iShares Russell 2000 Growth | 0.00% | 33 | $9K | — |
| BIO Bio-Rad Laboratories-A | 0.00% | 27 | $9K | — |
| APH Amphenol Corp. Class A | 0.00% | 124 | $9K | — |
| IWN iShares Russell 2000 Value E | 0.00% | 50 | $8K | — |
| LIT Global X Lithium & Battery T | 0.00% | 200 | $8K | — |
| SBLK Star Bulk Carriers Corp. | 0.00% | 536 | $8K | — |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 114 | $7K | — |
| ORLY O'reilly Automotive Inc. | 0.00% | 6 | $7K | — |
| VGLT Vanguard Long-Term Treasury | 0.00% | 126 | $7K | — |
| CAT Caterpillar Inc. | 0.00% | 19 | $7K | — |
| DE Deere & Co. | 0.00% | 14 | $6K | — |
| ECL Ecolab Inc. | 0.00% | 25 | $6K | — |
| IDXX Idexx Laboratories Inc. | 0.00% | 14 | $6K | — |
| HUM Humana Inc. | 0.00% | 22 | $6K | — |
| ADI Analog Devices Inc. | 0.00% | 26 | $6K | — |
| DLR Digital Realty Trust Inc. | 0.00% | 28 | $5K | — |
| AVGO Broadcom Inc. | 0.00% | 21 | $5K | — |
| BALL Ball Corp. | 0.00% | 88 | $5K | — |
| VXUS Vanguard Total Intl Stock | 0.00% | 78 | $5K | — |
| HCA HCA Healthcare Inc. | 0.00% | 15 | $5K | — |
| MCO Moody's Corp. | 0.00% | 9 | $4K | — |
| LOW Lowe's Cos Inc. | 0.00% | 17 | $4K | — |
| AON Aon PLC Class A | 0.00% | 11 | $4K | — |
| LLY Eli Lilly & Co. | 0.00% | 5 | $4K | — |
| VLTO Veralto Corp. | 0.00% | 37 | $4K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 9 | $4K | — |
| CME Cme Group Inc. | 0.00% | 14 | $3K | — |
| VZ Verizon Communications Inc. | 0.00% | 69 | $3K | — |
| FANG Diamondback Energy Inc. | 0.00% | 16 | $3K | — |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 26 | $2K | — |
| COP Conocophillips | 0.00% | 22 | $2K | — |
| LNG Cheniere Energy Inc. | 0.00% | 9 | $2K | — |
| IQLT iShares MSCI International Q | 0.00% | 50 | $2K | — |
| DBRG Digitalbridge Group Inc. | 0.00% | 164 | $2K | — |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 20 | $2K | — |
| MPC Marathon Petroleum Corp. | 0.00% | 12 | $2K | — |
| OXY Occidental Petroleum Corp. | 0.00% | 33 | $2K | — |
| BA The Boeing Co. | 0.00% | 9 | $2K | — |
| ELV Elevance Health Inc. | 0.00% | 4 | $1K | — |
| HAL Halliburton Co. | 0.00% | 44 | $1K | — |
| EWD iShares MSCI Sweden ETF | 0.00% | 31 | $1K | — |
| OCEAN POWER TECHNOLOGIES INC | 0.00% | 2 | $2 | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 308 | $405.8M | GLD, VT, GDX, MSFT, GOOGL |
| Q4 2025 | 284 | $426.3M | GLD, VT, MSFT, GDX, GOOGL |
| Q3 2025 | 280 | $442.9M | GLD, VT, MSFT, GOOGL, AMZN |
| Q2 2025Amended | 237 | $394.5M | VT, GLD, MSFT, GOOGL, AMZN |
| Q1 2025Amended | 248 | $359.0M | VT, GLD, MSFT, V, GOOGL |
| Q4 2024 | 245 | $371.5M | VT, GLD, MSFT, GOOGL, AMZN |