Avoid Fraud, Get The Facts, And Find The Best
Legal Name: EVANSON ASSET MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 11, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
Facebook Inc (30303M102)
|
454,024 |
$87,627k |
|
Apple Inc (037833100)
|
123,765 |
$24,496k |
|
Alphabet Inc (02079K107)
|
10,080 |
$10,896k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
48,326 |
$8,929k |
|
ALPHABET INC (02079K305)
|
7,912 |
$8,567k |
|
Amazon.com Inc (023135106)
|
4,493 |
$8,508k |
|
ALARM.COM HOLDINGS INC (011642105)
|
156,000 |
$8,346k |
|
Berkshire Hathaway, Inc. (084670702)
|
34,364 |
$7,325k |
|
CENTRAL FD CDA LTD (153501101)
|
526,798 |
$6,969k |
|
CISCO SYSTEMS INC (17275R102)
|
118,181 |
$6,468k |
|
AT&T INC (00206R102)
|
139,630 |
$4,679k |
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
1,107,766 |
$4,630k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
233,267 |
$3,149k |
|
Chevron Corp (166764100)
|
24,918 |
$3,101k |
|
Exxon Mobil Corp (30231G102)
|
38,344 |
$2,938k |
|
ISHARES (464287168)
|
28,020 |
$2,790k |
|
ISHARES (464287465)
|
42,345 |
$2,783k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
8,992 |
$2,650k |
|
ENTERPRISE PRODS (293792107)
|
85,682 |
$2,474k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
15,301 |
$2,407k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
17,254 |
$2,195k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
11,961 |
$1,947k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
6,573 |
$1,277k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
6,273 |
$1,124k |
|
Boeing Co/The (097023105)
|
3,033 |
$1,104k |
|
INTEL CORP (458140100)
|
21,812 |
$1,044k |
|
ENERGY TRANSFER LP (29273V100)
|
67,566 |
$951k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
17,366 |
$893k |
|
ALTRIA GROUP INC (02209S103)
|
18,301 |
$867k |
|
3M CO (88579Y101)
|
4,976 |
$863k |
|
ISHARES TR (46428R107)
|
54,310 |
$850k |
|
ISHARES TR COHEN&ST RLTY (464287564)
|
7,395 |
$833k |
|
BROOKFIELD INFR PRTR (G16252101)
|
17,276 |
$742k |
|
COLGATE PALMOLIVE CO (194162103)
|
10,066 |
$721k |
|
ISHARES INC (464286319)
|
17,200 |
$702k |
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$637k |
|
APPFOLIO INC COM CL A (03783C100)
|
6,000 |
$614k |
|
CAMBRIA ETF TR SHSHLD (132061201)
|
16,393 |
$590k |
|
ISHARES TR (464287176)
|
5,091 |
$588k |
|
Illumina Inc (452327109)
|
1,540 |
$567k |
|
ISHARES (464287234)
|
13,192 |
$566k |
|
Iovance Biotherapeutics Inc (462260100)
|
20,725 |
$508k |
|
DISNEY WALT CO (254687106)
|
3,572 |
$499k |
|
ADP (053015103)
|
2,993 |
$495k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
4,062 |
$473k |
|
American Express Co. (025816109)
|
3,706 |
$458k |
|
CENTERSTATE BK CORP (15201P109)
|
19,663 |
$453k |
|
CORCEPT THERAPEUTICS INC (218352102)
|
39,800 |
$444k |
|
ISHARES TR (464287457)
|
5,205 |
$441k |
|
ISHARES SILVER TRUST (46428Q109)
|
30,363 |
$435k |
|
Caterpillar Inc (149123101)
|
3,140 |
$428k |
|
COSTCO WHSL CORP (22160K105)
|
1,558 |
$412k |
|
ISHARES (464287630)
|
3,385 |
$408k |
|
FIRST INDUSTRIAL RLT (32054K103)
|
10,884 |
$400k |
|
ISHARES (464287556)
|
3,627 |
$396k |
|
BLACKLINE INC (09239B109)
|
7,350 |
$393k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
3,496 |
$389k |
|
AMGEN INC (031162100)
|
2,092 |
$386k |
|
ABBOTT LABS (002824100)
|
4,529 |
$381k |
|
BROOKFIELD RENEWABLE (G16258108)
|
10,666 |
$369k |
|
ADOBE INC (00724F101)
|
1,196 |
$352k |
|
BANK AMER CORP (060505682)
|
245 |
$336k |
|
ARES CAP CORP (04010L103)
|
18,297 |
$328k |
|
DBX ETF TR (233051200)
|
10,326 |
$326k |
|
AAL (02376R102)
|
9,860 |
$322k |
|
COCA-COLA CO (191216100)
|
6,164 |
$314k |
|
ISHARES TR (464287275)
|
5,472 |
$313k |
|
DANAHER CORP (235851102)
|
2,183 |
$312k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
30,841 |
$304k |
|
ABBVIE INC (00287Y109)
|
4,093 |
$298k |
|
Intuit Inc (461202103)
|
1,110 |
$290k |
|
ISHARES INC (464286533)
|
4,800 |
$283k |
|
ESSENT GROUP LTD (G3198U102)
|
5,934 |
$279k |
|
GOLUB CAP BDC INC (38173M102)
|
15,515 |
$276k |
|
ADAMS DIVERSIFIED EQUITY FD (006212104)
|
17,505 |
$271k |
|
CRANE CO (224399105)
|
3,130 |
$261k |
|
ARCONIC INC (03965L100)
|
9,901 |
$256k |
|
Halliburton Co (406216101)
|
10,871 |
$247k |
|
BP PLC (055622104)
|
5,928 |
$247k |
|
HOME DEPOT INC (437076102)
|
1,126 |
$234k |
|
ISHARES INC (464286475)
|
5,205 |
$231k |
|
AFLAC INC (001055102)
|
4,166 |
$228k |
|
FORD MOTOR CO (345370860)
|
21,947 |
$225k |
|
ISHARES (464287242)
|
1,774 |
$221k |
|
Invesco ETF TR II China Tech ( (46138E800)
|
4,682 |
$212k |
|
HANCOCK JOHN PREMUIM DIV FD (41013T105)
|
12,418 |
$211k |
|
ISHARES GLO (464287341)
|
6,512 |
$211k |
|
GENERAL ELECTRIC CO (369604103)
|
19,490 |
$205k |
|
EMERSON ELEC CO (291011104)
|
3,043 |
$203k |
|
HONEYWELL INTL INC (438516106)
|
1,152 |
$201k |
|
CORBUS PHARMACEUTICALS HLDGS (21833P103)
|
20,780 |
$144k |
|
EVOLENT HEALTH INC CL A (30050B101)
|
10,000 |
$80k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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