Evolution Wealth Management Inc. Purchases in Q3 2025

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
19
+ 380.0%
N/A
24 $14.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
238
New
$50.53 - $50.82 $12K - $12.1K
238 $12.1M
IWX
Ishares Tr Russell 200 Value E

ETFs
137
New
$83.04 - $87.88 $11.4K - $12K
137 $12M
GE
General Electric CO

Industrials
37
+ 185.0%
$244.75 - $305.63 $9.06K - $11.3K
57 $17.1M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
113
New
$101.12 - $106.18 $11.4K - $12K
113 $11.6M
JOBY
Joby Aviation, Inc.

Industrials
680
New
$9.81 - $20.39 $6.67K - $13.9K
680 $11M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
90
New
$113.22 - $123.86 $10.2K - $11.1K
90 $11M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
203
New
$49.48 - $53.78 $10K - $10.9K
203 $10.6M
TDY
Teledyne Technologies Inc

Technology
18
New
$509.51 - $586.04 $9.17K - $10.5K
18 $10.5M
LOW
Lowes Companies Inc

Consumer Cyclical
36
+ 72.0%
$215.01 - $273.02 $7.74K - $9.83K
86 $21.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
401
New
$23.82 - $25.84 $9.55K - $10.4K
401 $10.3M
FLRG
Fidelity Covington Tr U S Mult

ETFs
180
+ 14.33%
$35.68 - $38.45 $6.42K - $6.92K
1.44K $55.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.1%
$49.43 - $54.52 $98.9 - $109
2.1K $114M
KIM
Kimco Realty Corp

Real Estate
443
New
$20.74 - $22.79 $9.19K - $10.1K
443 $9.68M
Innovator Etfs Trust
309
+ 14.23%
N/A
2.48K $65.7M
ARKG
Ark Genomic Revolution ETF (De

ETFs
338
New
$22.91 - $27.85 $7.74K - $9.41K
338 $9.39M
IGV
Ishares Expanded Tech Software

ETFs
80
New
$105.96 - $117.79 $8.48K - $9.42K
80 $9.2M
ZS
Zscaler, Inc.

Technology
30
New
$267.68 - $316.5 $8.03K - $9.5K
30 $8.99M
NFLX
Netflix Inc

Communication Services
8
+ 160.0%
$1147.87 - $1297.18 $9.18K - $10.4K
13 $15.6M
GLW
Corning Inc

Technology
34
+ 16.5%
$51.6 - $82.03 $1.75K - $2.79K
240 $19.7M
V
Visa Inc.

Financial Services
27
+ 50.0%
$332.09 - $358.86 $8.97K - $9.69K
81 $27.7M
XAR
Spdr S&P Aerospace & Defense E

ETFs
35
New
$205.52 - $234.96 $7.19K - $8.22K
35 $8.27M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
79
+ 36.41%
$100.16 - $100.7 $7.91K - $7.96K
296 $29.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
98
+ 29.34%
$76.16 - $78.59 $7.46K - $7.7K
432 $33.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
40
+ 1.77%
$28.92 - $32.19 $1.16K - $1.29K
2.3K $73.3M
TDIV
First Trust Nasdaq Technology

ETFs
8
+ 1.07%
$89.27 - $100.33 $714 - $803
759 $74.8M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
35
+ 4.2%
$67.21 - $72.65 $2.35K - $2.54K
869 $63.1M
PANW
Palo Alto Networks Inc

Technology
34
+ 48.57%
$167.06 - $208.19 $5.68K - $7.08K
104 $21.2M
CVS
Cvs Health Corp

Healthcare
88
+ 258.82%
$58.75 - $76.5 $5.17K - $6.73K
122 $9.2M
TDG
Trans Digm Group Inc

Industrials
5
New
$1271.04 - $1620.83 $6.36K - $8.1K
5 $6.59M
LMT
Lockheed Martin Corp

Industrials
3
+ 2.13%
$410.74 - $499.21 $1.23K - $1.5K
144 $71.9M
DSI
Ishares Msci Kld 400 Social Et

ETFs
20
+ 5.33%
$115.96 - $125.95 $2.32K - $2.52K
395 $49.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
47
New
$122.57 - $132.57 $5.76K - $6.23K
47 $6.1M
TYA
Simplify Exchange Traded Fds S

ETFs
439
New
N/A
439 $5.98M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
50
New
$109.47 - $119.06 $5.47K - $5.95K
50 $5.92M
Global X Fds
149
New
N/A
149 $5.79M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
114
New
N/A
114 $5.66M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
40
New
$134.42 - $141.26 $5.38K - $5.65K
40 $5.64M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$5364.25 - $5815.92 $5.36K - $5.82K
1 $5.4M
VCR
Vanguard Consumer Discretionar

ETFs
14
New
$359.61 - $401.35 $5.03K - $5.62K
14 $5.37M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
82
+ 2.18%
$59.81 - $60.11 $4.9K - $4.93K
3.85K $231M
BSX
Boston Scientific Corp

Healthcare
71
+ 31.28%
$97.03 - $108.14 $6.89K - $7.68K
298 $29.1M
PLD
Prologis, Inc.

Real Estate
34
+ 283.33%
$104.08 - $115.35 $3.54K - $3.92K
46 $5.27M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
5
+ 0.41%
$61.56 - $66.95 $308 - $335
1.22K $81.4M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
73
New
$50.73 - $52.47 $3.7K - $3.83K
73 $3.81M
Pimco ETF Tr
65
New
N/A
65 $3.23M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
78
+ 32.64%
$24.13 - $29.07 $1.88K - $2.27K
317 $9.05M
Annaly Capital Management In
52
+ 3.41%
N/A
1.58K $31.8M
WPM
Wheaton Precious Metals Corp.

Basic Materials
26
New
$86.72 - $111.84 $2.25K - $2.91K
26 $2.91M
Activity Summary
Buys All Purchases 232 New Holdings 118 Increased Positions 114 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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