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Evelyn Partners Asset Management Ltd

Q4 2024 · 13F-HR

Evelyn Partners Asset Management Ltdholdings as filed

Filed 2025-12-11 · accession 0001420506-25-003536

$371.5M
Reported value
245
Positions
2024-12-31
Period end
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The Brief · Evelyn Partners Asset Management Ltd · Q4 2024

AI · grounded in 13F

Evelyn Partners Asset Management Ltd established a new position in VT valued at $25.8M. The fund also initiated new stakes in GLD for $23.4M and MSFT for $20.2M. Additional new positions include GOOGL at $15.5M and AMZN at $14M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922042742VTVANGUARD INTL EQUITY INDEX F$25.8M6.93%219,269CommonSHARED
78463V107GLDSPDR GOLD TR$23.4M6.29%96,496CommonSHARED
594918104MSFTMICROSOFT CORP$20.2M5.43%47,826CommonSHARED
02079K305GOOGLALPHABET INC$15.5M4.17%81,758CommonSHARED
023135106AMZNAMAZON COM INC$14.0M3.76%63,735CommonSHARED
92826C839VVISA INC$13.5M3.62%42,581CommonSHARED
863667101SYKSTRYKER CORPORATION$12.1M3.24%33,455CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$12.0M3.22%40,805CommonSHARED
941848103WATWATERS CORP$10.5M2.81%28,173CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$10.3M2.77%19,553CommonSHARED
53700T827DBMFLITMAN GREGORY FDS TR$10.3M2.76%392,603CommonSHARED
254687106DISDISNEY WALT CO$10.0M2.71%90,253CommonSHARED
461202103INTUINTUIT$9.9M2.67%15,761CommonSHARED
742718109PGPROCTER AND GAMBLE CO$8.4M2.26%50,094CommonSHARED
053332102AZOAUTOZONE INC$8.1M2.19%2,536CommonSHARED
00724F101ADBEADOBE INC$7.8M2.10%17,558CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$7.4M1.99%86,750CommonSHARED
92204A306VDEVANGUARD WORLD FD$6.9M1.86%56,857CommonSHARED
922042866VPLVANGUARD INTL EQUITY INDEX F$6.8M1.83%95,564CommonSHARED
922908363VOOVANGUARD INDEX FDS$6.2M1.67%11,544CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$6.2M1.67%17,653CommonSHARED
670100205NVONOVO-NORDISK A S$6.1M1.64%70,675CommonSHARED
98978V103ZTSZOETIS INC$6.0M1.61%36,756CommonSHARED
92189F106GDXVANECK ETF TRUST$5.9M1.58%173,253CommonSHARED
904767704UNILEVER PLC$5.0M1.34%87,828CommonSHARED
N07059210ASMLASML HOLDING N V$4.9M1.33%7,108CommonSHARED
464286392URTHISHARES INC$4.2M1.13%26,902CommonSHARED
037833100AAPLAPPLE INC$4.0M1.08%16,083CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.7M1.01%8,237CommonSHARED
759530108RELXRELX PLC$3.6M0.98%80,220CommonSHARED
713448108PEPPEPSICO INC$3.6M0.97%23,545CommonSHARED
37954Y871URAGLOBAL X FDS$3.4M0.92%127,267CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.4M0.91%17,116CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$3.2M0.87%5,545CommonSHARED
30303M102METAMETA PLATFORMS INC$3.1M0.83%5,294CommonSHARED
67066G104NVDANVIDIA CORPORATION$3.0M0.80%22,198CommonSHARED
00326A104SGOLETFS GOLD TR$2.9M0.77%114,918CommonSHARED
464285204IAUISHARES GOLD TR$2.8M0.77%57,407CommonSHARED
040413205ANETARISTA NETWORKS INC$2.6M0.71%23,916CommonSHARED
25243Q205DEODIAGEO PLC$2.6M0.70%20,343CommonSHARED
464287655IWMISHARES TR$2.5M0.69%11,520CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$2.5M0.68%27,670CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$2.4M0.64%4,722CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$2.2M0.59%4,230CommonSHARED
478160104JNJJOHNSON & JOHNSON$2.2M0.58%14,968CommonSHARED
H1467J104CBCHUBB LIMITED$2.0M0.54%7,297CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$1.9M0.51%382CommonSHARED
580135101MCDMCDONALDS CORP$1.8M0.50%6,364CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.48%3,416CommonSHARED
609207105MDLZMONDELEZ INTL INC$1.7M0.47%29,136CommonSHARED
046353108AZNNASTRAZENECA PLC$1.4M0.38%21,593CommonSHARED
075887109BDXBECTON DICKINSON & CO$1.4M0.37%6,080CommonSHARED
384637104GHCGRAHAM HLDGS CO$1.4M0.37%1,563CommonSHARED
922908769VTIVANGUARD INDEX FDS$1.4M0.37%4,699CommonSHARED
464287440IEFISHARES TR$1.1M0.29%11,687CommonSHARED
464288257ACWIISHARES TR$1.0M0.27%8,511CommonSHARED
060505104BACBANK AMERICA CORP$872,7590.23%19,858CommonSHARED
767204100RIORIO TINTO PLC$829,2800.22%14,101CommonSHARED
78464A763SDYSPDR SER TR$828,9280.22%6,275CommonSHARED
464287457SHYISHARES TR$814,1060.22%9,931CommonSHARED
17275R102CSCOCISCO SYS INC$778,8940.21%13,157CommonSHARED
46429B663HDVISHARES TR$741,8140.20%6,608CommonSHARED
78409V104SPGIS&P GLOBAL INC$729,6140.20%1,465CommonSHARED
02079K107GOOGALPHABET INC$646,3530.17%3,394CommonSHARED
46429B747STIPISHARES TR$602,6950.16%5,991CommonSHARED
921937835BNDVANGUARD BD INDEX FDS$577,2330.16%8,027CommonSHARED
464287176TIPISHARES TR$513,7840.14%4,822CommonSHARED
464287614IWFISHARES TR$506,7940.14%1,262CommonSHARED
922908637VVVANGUARD INDEX FDS$498,4060.13%1,848CommonSHARED
30231G102XOMEXXON MOBIL CORP$480,4080.13%4,466CommonSHARED
464288448IDVISHARES TR$478,9040.13%17,491CommonSHARED
191216100KOCOCA COLA CO$458,0470.12%7,357CommonSHARED
22052L104CTVACORTEVA INC$436,9970.12%7,672CommonSHARED
464287200IVVISHARES TR$412,6650.11%701CommonSHARED
595112103MUMICRON TECHNOLOGY INC$398,3290.11%4,733CommonSHARED
464287291IXNISHARES TR$391,5450.11%4,620CommonSHARED
33734X846CIBRFIRST TR EXCHANGE TRADED FD$346,5000.09%5,461CommonSHARED
89677Q107TCOMTRIP COM GROUP LTD$337,2580.09%4,912CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$326,9970.09%7,425CommonSHARED
33734X192SKYYFIRST TR EXCHANGE TRADED FD$320,3140.09%2,689CommonSHARED
65339F101NEENEXTERA ENERGY INC$320,2390.09%4,467CommonSHARED
351858105FNVFRANCO NEV CORP$317,0700.09%2,700CommonSHARED
80105N105SNYSANOFI$311,7590.08%6,464CommonSHARED
57686G105MATXMATSON INC$310,1320.08%2,300CommonSHARED
G9618E107WTMWHITE MTNS INS GROUP LTD$299,5390.08%154CommonSHARED
33733E302FDNFIRST TR EXCHANGE-TRADED FD$295,9380.08%1,217CommonSHARED
654106103NKENIKE INC$293,3730.08%3,877CommonSHARED
00287Y109ABBVABBVIE INC$264,4180.07%1,488CommonSHARED
921932505VOOGVANGUARD ADMIRAL FDS INC$263,5630.07%720CommonSHARED
464288661IEIISHARES TR$263,3380.07%2,279CommonSHARED
962879102WPMWHEATON PRECIOUS METALS CORP$236,2440.06%4,200CommonSHARED
92189F726BBHVANECK ETF TRUST$235,4550.06%1,500CommonSHARED
464287721IYWISHARES TR$230,9850.06%1,448CommonSHARED
808524607SCHASCHWAB STRATEGIC TR$229,0680.06%8,858CommonSHARED
81762P102NOWSERVICENOW INC$220,5050.06%208CommonSHARED
921908844VIGVANGUARD SPECIALIZED FUNDS$198,5720.05%1,014CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$196,7820.05%1,069CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$192,2260.05%2,521CommonSHARED
64110L106NFLXNETFLIX INC$187,1770.05%210CommonSHARED
46434G822EWJISHARES INC$184,5250.05%2,750CommonSHARED
260557103DOWDOW INC$182,3110.05%4,543CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$169,9540.05%709CommonSHARED
09260D107BXBLACKSTONE INC$159,4890.04%925CommonSHARED
75513E101RTXRTX CORPORATION$152,4030.04%1,317CommonSHARED
921943858VEAVANGUARD TAX-MANAGED FDS$152,1630.04%3,182CommonSHARED
464286665EPPISHARES INC$140,1920.04%3,200CommonSHARED
464287598IWDISHARES TR$138,2920.04%747CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$135,5590.04%583CommonSHARED
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$131,7500.04%3,883CommonSHARED
055622104BPBP PLC$124,4770.03%4,211CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$115,2880.03%1,250CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$105,4900.03%383CommonSHARED
79466L302CRMSALESFORCE INC$104,6450.03%313CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$93,4600.03%102CommonSHARED
92206C102VGSHVANGUARD SCOTTSDALE FDS$84,0120.02%1,444CommonSHARED
92189F700MOOVANECK ETF TRUST$82,1980.02%1,274CommonSHARED
617446448MSMORGAN STANLEY$82,0950.02%653CommonSHARED
437076102HDHOME DEPOT INC$80,5210.02%207CommonSHARED
92206C706VGITVANGUARD SCOTTSDALE FDS$76,2700.02%1,315CommonSHARED
285512109EAELECTRONIC ARTS INC$74,6130.02%510CommonSHARED
464287804IJRISHARES TR$73,1650.02%635CommonSHARED
808524409SCHVSCHWAB STRATEGIC TR$69,5290.02%2,667CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$68,9770.02%547CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$67,8000.02%455CommonSHARED
921910725VSGXVANGUARD WORLD FD$66,9060.02%1,180CommonSHARED
780259305SHELSHELL PLC$63,7780.02%1,018CommonSHARED
393657101GBXGREENBRIER COS INC$62,5760.02%1,026CommonSHARED
464287473IWSISHARES TR$62,4710.02%483CommonSHARED
78468R747SHESPDR SER TR$61,4890.02%531CommonSHARED
46432F842IEFAISHARES TR$56,2940.02%801CommonSHARED
163851108CCCHEMOURS CO$54,0800.01%3,200CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$53,0710.01%405CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$52,6390.01%287CommonSHARED
931142103WMTWALMART INC$50,9570.01%564CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$49,7030.01%84CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$46,4280.01%875CommonSHARED
29444U700EQIXEQUINIX INC$46,2020.01%49CommonSHARED
882508104TXNTEXAS INSTRS INC$46,1270.01%246CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$44,0920.01%77CommonSHARED
464287325IXJISHARES TR$43,6730.01%508CommonSHARED
540424108LLOEWS CORP$42,5990.01%503CommonSHARED
855244109SBUXSTARBUCKS CORP$42,4310.01%465CommonSHARED
682189105ONON SEMICONDUCTOR CORP$41,9910.01%666CommonSHARED
464288802SUSAISHARES TR$40,7330.01%335CommonSHARED
46138E107GOVIINVESCO EXCH TRADED FD TR II$39,9770.01%1,479CommonSHARED
464288182AAXJISHARES TR$39,2660.01%544CommonSHARED
G29183103ETNEATON CORP PLC$37,5010.01%113CommonSHARED
46434G103IEMGISHARES INC$37,2330.01%713CommonSHARED
464287168DVYISHARES TR$36,7610.01%280CommonSHARED
717081103PFEPFIZER INC$35,8160.01%1,350CommonSHARED
G87052109TELTE CONNECTIVITY PLC$35,3140.01%247CommonSHARED
576323109MTZMASTEC INC$34,0350.01%250CommonSHARED
344174107FHTXFOGHORN THERAPEUTICS INC$33,5120.01%7,100CommonSHARED
002824100ABTABBOTT LABS$32,3490.01%286CommonSHARED
23331A109DHID R HORTON INC$32,2980.01%231CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$31,8980.01%660CommonSHARED
20030N101CMCSACOMCAST CORP NEW$31,4880.01%839CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$30,2650.01%220CommonSHARED
747525103QCOMQUALCOMM INC$30,2630.01%197CommonSHARED
12504L109CBRECBRE GROUP INC$30,0650.01%229CommonSHARED
631103108NDAQNASDAQ INC$29,9190.01%387CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$29,5650.01%63CommonSHARED
052769106ADSKAUTODESK INC$29,2610.01%99CommonSHARED
464287242LQDISHARES TR$29,0600.01%272CommonSHARED
464287481IWPISHARES TR$28,3920.01%224CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$28,0670.01%534CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$26,9400.01%364CommonSHARED
46435G334EWUISHARES TR$26,0010.01%767CommonSHARED
92189F676SMHVANECK ETF TRUST$25,1860.01%104CommonSHARED
014491104ALEXALEXANDER & BALDWIN INC NEW$24,9070.01%1,404CommonSHARED
03662Q105AKXANSYS INC$24,6250.01%73CommonSHARED
15135B101CNCCENTENE CORP DEL$24,5950.01%406CommonSHARED
53656F623INFLLISTED FD TR$24,4090.01%641CommonSHARED
235851102DHRDANAHER CORPORATION$24,3320.01%106CommonSHARED
126408103CSXCSX CORP$24,2030.01%750CommonSHARED
438516106HONHONEYWELL INTL INC$23,7180.01%105CommonSHARED
72201Y101PDIPIMCO DYNAMIC INCOME FD$23,6770.01%1,291CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$23,2070.01%50CommonSHARED
92206C771VMBSVANGUARD SCOTTSDALE FDS$21,8090.01%481CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$21,6030.01%106CommonSHARED
46432F339QUALISHARES TR$21,5480.01%121CommonSHARED
760759100RSGREPUBLIC SVCS INC$20,9230.01%104CommonSHARED
464288224ICLNISHARES TR$20,0400.01%1,761CommonSHARED
512807306LRCXLAM RESEARCH CORP$19,5020.01%270CommonSHARED
19762B707INCOCOLUMBIA ETF TR II$19,3290.01%300CommonSHARED
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$18,4210.00%409CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$18,1960.00%100CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$17,7810.00%192CommonSHARED
811916105SASEABRIDGE GOLD INC$17,1020.00%1,500CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$16,0560.00%86CommonSHARED
500767678KRBNKRANESHARES TRUST$15,9740.00%545CommonSHARED
19247L106RQICOHEN & STEERS QUALITY INCOM$15,7770.00%1,289CommonSHARED
343498101FLOFLOWERS FOODS INC$14,8550.00%719CommonSHARED
12504G100IGRCBRE GBL REAL ESTATE INC FD$13,5790.00%2,823CommonSHARED
58933Y105MRKMERCK & CO INC$13,5290.00%136CommonSHARED
464288273SCZISHARES TR$13,0610.00%215CommonSHARED
88160R101TSLATESLA INC$12,1150.00%30CommonSHARED
78464A870XBISPDR SER TR$11,7980.00%131CommonSHARED
038222105AMATAPPLIED MATLS INC$11,7090.00%72CommonSHARED
922908736VUGVANGUARD INDEX FDS$11,0820.00%27CommonSHARED
37940X102GPNGLOBAL PMTS INC$10,3100.00%92CommonSHARED
69343T107PJTPJT PARTNERS INC$10,2580.00%65CommonSHARED
806857108SLBSCHLUMBERGER LTD$10,2370.00%267CommonSHARED
464287648IWOISHARES TR$9,4980.00%33CommonSHARED
090572207BIOBIO RAD LABS INC$8,8700.00%27CommonSHARED
032095101APHAMPHENOL CORP NEW$8,6120.00%124CommonSHARED
464287630IWNISHARES TR$8,2090.00%50CommonSHARED
37954Y855LITGLOBAL X FDS$8,1560.00%200CommonSHARED
Y8162K204SBLKSTAR BULK CARRIERS CORP.$8,0130.00%536CommonSHARED
921946885VWOBVANGUARD WHITEHALL FDS$7,1990.00%114CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$7,1140.00%6CommonSHARED
92206C847VGLTVANGUARD SCOTTSDALE FDS$6,9740.00%126CommonSHARED
149123101CATCATERPILLAR INC$6,8920.00%19CommonSHARED
244199105DEDEERE & CO$5,9320.00%14CommonSHARED
278865100ECLECOLAB INC$5,8580.00%25CommonSHARED
45168D104IDXXIDEXX LABS INC$5,7880.00%14CommonSHARED
444859102HUMHUMANA INC$5,5820.00%22CommonSHARED
032654105ADIANALOG DEVICES INC$5,5240.00%26CommonSHARED
253868103DLRDIGITAL RLTY TR INC$4,9650.00%28CommonSHARED
11135F101AVGOBROADCOM INC$4,8690.00%21CommonSHARED
058498106BALLBALL CORP$4,8510.00%88CommonSHARED
921909768VXUSVANGUARD STAR FDS$4,5970.00%78CommonSHARED
40412C101HCAHCA HEALTHCARE INC$4,5020.00%15CommonSHARED
615369105MCOMOODYS CORP$4,2600.00%9CommonSHARED
548661107LOWLOWES COS INC$4,1960.00%17CommonSHARED
G0403H108AONAON PLC$3,9510.00%11CommonSHARED
532457108LLYELI LILLY & CO$3,8600.00%5CommonSHARED
92338C103VLTOVERALTO CORP$3,7680.00%37CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$3,6240.00%9CommonSHARED
12572Q105CMECME GROUP INC$3,2510.00%14CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$2,7590.00%69CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$2,6210.00%16CommonSHARED
464288281EMBISHARES TR$2,3150.00%26CommonSHARED
20825C104COPCONOCOPHILLIPS$2,1820.00%22CommonSHARED
16411R208LNGCHENIERE ENERGY INC$1,9340.00%9CommonSHARED
46434V456IQLTISHARES TR$1,8560.00%50CommonSHARED
25401T603DBRGDIGITALBRIDGE GROUP INC$1,8500.00%164CommonSHARED
H01301128ALCALCON AG$1,6950.00%20CommonSHARED
56585A102MPCMARATHON PETE CORP$1,6740.00%12CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$1,6310.00%33CommonSHARED
097023105BABOEING CO$1,5930.00%9CommonSHARED
036752103ELVELEVANCE HEALTH INC$1,4760.00%4CommonSHARED
406216101HALHALLIBURTON CO$1,1960.00%44CommonSHARED
464286756EWDISHARES INC$1,1570.00%31CommonSHARED
674870506OPTTOCEAN PWR TECHNOLOGIES INC$20.00%2CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.