Evelyn Partners Investment Management (Europe) Ltd
188 holdingsFiling period: 2026-03-31Current AUM: $318.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 55.0K | $23.7M | $20.5M | 6.43% | -224 | 2026-03-31 |
| 2 | — | CRH PLC | 220.5K | $23.2M | $23.2M | 7.28% | -6,331 | 2026-03-31 |
| 3 | URTH | ISHARES INC | 104.9K | $18.9M | $21.3M | 6.71% | +797 | 2026-03-31 |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | 173.9K | $16.1M | $17.2M | 5.40% | -5,917 | 2026-03-31 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 21.8K | $14.2M | $16.3M | 5.11% | -381 | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 28.2K | $13.5M | $13.5M | 4.24% | -182 | 2026-03-31 |
| 7 | VGT | VANGUARD WORLD FD | 17.4K | $12.1M | $15.7M | 4.94% | -257 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 39.6K | $11.4M | $14.1M | 4.43% | -636 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 29.1K | $10.8M | $13.5M | 4.24% | -538 | 2026-03-31 |
| 10 | SDY | SPDR SERIES TRUST | 71.9K | $10.5M | $11.1M | 3.50% | -2,010 | 2026-03-31 |
| 11 | AAPL | APPLE INC | 27.5K | $7.0M | $8.5M | 2.67% | -179 | 2026-03-31 |
| 12 | — | TOTALENERGIES SE | 66.8K | $6.2M | $6.2M | 1.96% | -355 | 2026-03-31 |
| 13 | LQD | ISHARES TR | 57.3K | $6.2M | $6.1M | 1.91% | -1,184 | 2026-03-31 |
| 14 | MA | MASTERCARD INCORPORATED | 11.7K | $5.8M | $6.7M | 2.10% | -786 | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 25.4K | $5.3M | $6.9M | 2.17% | +1 | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 25.9K | $4.5M | $5.2M | 1.64% | -403 | 2026-03-31 |
| 17 | SKYY | FIRST TR EXCHANGE-TRADED FD | 40.8K | $4.5M | $5.8M | 1.83% | -1,506 | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 17.9K | $4.4M | $4.6M | 1.44% | -225 | 2026-03-31 |
| 19 | — | ASTRAZENECA PLC | 22.0K | $4.3M | $4.3M | 1.34% | -- | 2026-03-31 |
| 20 | FVD | FIRST TR EXCHANGE-TRADED FD | 88.3K | $4.2M | $4.4M | 1.39% | -6,581 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 13.8K | $4.1M | $4.9M | 1.53% | -158 | 2026-03-31 |
| 22 | FDN | FIRST TR EXCHANGE-TRADED FD | 16.3K | $3.8M | $4.5M | 1.41% | -762 | 2026-03-31 |
| 23 | SOXX | ISHARES TR | 11.2K | $3.7M | $5.7M | 1.78% | -47 | 2026-03-31 |
| 24 | GS | GOLDMAN SACHS GROUP INC | 4.2K | $3.5M | $4.2M | 1.33% | +84 | 2026-03-31 |
| 25 | MCD | MCDONALDS CORP | 11.0K | $3.4M | $3.0M | 0.94% | -452 | 2026-03-31 |
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