Evolution Advisers, Inc. Incresed Positions in Q4 2024

Evolution Advisers, Inc.

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
36.5K
+ 37267.35%
$71.75 - $75.11 $2.62M - $2.74M
36.6K $2.63M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.68K
+ 109.26%
$521.84 - $558.82 $1.4M - $1.5M
5.13K $2.76M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.5K
+ 5.79%
$77.02 - $78.58 $809K - $825K
192K $14.8M
VB
Vanguard Small Cap ETF

ETFs
511
+ 1.95%
$233.76 - $261.58 $119K - $134K
26.8K $6.43M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
9.21K
+ 14.85%
$21.66 - $22.69 $199K - $209K
71.2K $1.55M
AMZN
Amazon Com Inc

Consumer Cyclical
279
+ 35.72%
$180.88 - $232.93 $50.5K - $65K
1.06K $232K
COF
Capital One Financial Corp

Financial Services
33
+ 9.4%
$145.19 - $192.01 $4.79K - $6.34K
384 $68K
MKL
Markel Corp

Financial Services
1
+ 1.37%
$1542.01 - $1785.11 $1.54K - $1.79K
74 $128K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.31K
+ 218.05%
$22.01 - $66.82 $72.9K - $221K
4.83K $109K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.28%
$52.45 - $60.02 $210 - $240
1.45K $85K
TROW
Price T Rowe Group Inc

Financial Services
7
+ 0.97%
$106.48 - $124.69 $745 - $873
728 $82K
T
At&T Inc.

Communication Services
5
+ 0.85%
$21.22 - $23.88 $106 - $119
590 $13K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.79K
+ 200.0%
$27.54 - $83.04 $76.9K - $232K
4.19K $116K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.08K
+ 100.0%
$25.33 - $51.16 $27.3K - $55.2K
2.16K $55K
VZ
Verizon Communications Inc

Communication Services
2
+ 1.32%
$39.6 - $45.21 $79.2 - $90.4
154 $6K
MO
Altria Group, Inc.

Consumer Defensive
3
+ 1.09%
$49.06 - $57.74 $147 - $173
279 $14K
PPL
Ppl Corp

Utilities
9
+ 0.75%
$31.47 - $35.0 $283 - $315
1.21K $39K
ARCC
Ares Capital Corp

Financial Services
14
+ 4.61%
$20.74 - $22.27 $290 - $312
318 $6K
EXC
Exelon Corp

Utilities
8
+ 1.06%
$36.22 - $40.97 $290 - $328
760 $28K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.56%
$161.05 - $179.7 $483 - $539
543 $91K
PSX
Phillips 66

Energy
20
+ 5.22%
$110.35 - $138.93 $2.21K - $2.78K
403 $45K
D
Dominion Energy, Inc

Utilities
18
+ 0.91%
$52.63 - $60.92 $947 - $1.1K
1.99K $107K
SCHX
Schwab Strategic Tr Us Large C

ETFs
36.7K
+ 191.03%
$22.4 - $68.28 $823K - $2.51M
56K $1.3M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.82K
+ 100.0%
$22.63 - $47.53 $86.4K - $181K
7.64K $173K
HSY
Hershey CO

Consumer Defensive
1
+ 0.26%
$168.67 - $193.65 $169 - $194
381 $64K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.1K
+ 226.02%
$25.93 - $105.3 $54.5K - $221K
3.03K $84K
VTI
Vanguard Total Stock Market Et

ETFs
1.44K
+ 4.27%
$280.04 - $302.45 $402K - $434K
35K $175K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.67K
+ 100.0%
$18.41 - $40.87 $104K - $232K
11.3K $209K
XOM
Exxon Mobil Corp

Energy
12
+ 0.25%
$105.51 - $125.37 $1.27K - $1.5K
4.85K $521K
VTV
Vanguard Value ETF

ETFs
1.98K
+ 1.61%
$168.32 - $181.87 $334K - $360K
125K $21.2M
NUDM
Nuveen Esg International Devel

ETFs
2.42K
+ 1.72%
$30.06 - $33.38 $72.8K - $80.8K
143K $4.3M
BNDX
Vanguard Total International B

ETFs
1.57K
+ 0.38%
$48.91 - $50.61 $76.8K - $79.5K
420K $20.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.9K
+ 2.55%
$44.04 - $49.49 $260K - $292K
238K $10.5M
VEA
Vanguard Ftse Developed Market

ETFs
18.4K
+ 3.49%
$47.57 - $52.44 $876K - $965K
546K $26.1M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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