Evolution Advisers, Inc. Incresed Positions in Q1 2025

Evolution Advisers, Inc.

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
22.6K
+ 4.13%
$47.4 - $52.99 $1.07M - $1.2M
569K $28.6M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
23.4K
+ 24.27%
$66.9 - $71.57 $1.56M - $1.67M
120K $8.35M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
30.7K
+ 18.34%
$44.68 - $46.49 $1.37M - $1.43M
198K $9.12M
NUDM
Nuveen Esg International Devel

ETFs
38.9K
+ 27.14%
$29.75 - $33.12 $1.16M - $1.29M
182K $5.8M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
44.9K
+ 63.04%
$21.49 - $22.24 $964K - $998K
116K $2.57M
VTV
Vanguard Value ETF

ETFs
7.54K
+ 6.04%
$167.73 - $179.21 $1.27M - $1.35M
133K $22.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11K
+ 5.73%
$76.94 - $78.28 $845K - $860K
203K $15.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.1K
+ 5.5%
$42.5 - $46.71 $556K - $611K
251K $11.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.31K
+ 12.48%
$73.78 - $76.59 $687K - $713K
83.9K $6.34M
VV
Vanguard Large Cap ETF

ETFs
1.74K
+ 2284.21%
$253.32 - $282.66 $440K - $491K
1.81K $465K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
13.3K
+ 28.06%
$28.11 - $30.42 $374K - $405K
60.7K $1.78M
GNW
Genworth Financial Inc

Financial Services
55.1K
+ 134.13%
$6.44 - $7.42 $355K - $409K
96.3K $680K
VO
Vanguard Mid Cap ETF

ETFs
1.3K
+ 1099.15%
$251.87 - $277.95 $327K - $361K
1.42K $365K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
4.54K
+ 452.64%
$67.41 - $69.37 $306K - $315K
5.54K $381K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.96K
+ 8.8%
$38.89 - $41.6 $193K - $206K
61.3K $2.48M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.01K
+ 51.65%
$58.01 - $64.46 $175K - $194K
8.84K $549K
JNJ
Johnson & Johnson

Healthcare
39
+ 9.47%
$142.06 - $167.7 $5.54K - $6.54K
451 $74K
PG
Procter & Gamble CO

Consumer Defensive
76
+ 14.0%
$158.56 - $176.26 $12.1K - $13.4K
619 $105K
MKL
Markel Corp

Financial Services
1
+ 1.35%
$1660.14 - $2059.83 $1.66K - $2.06K
75 $140K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
750
+ 292.97%
$10.61 - $16.49 $7.96K - $12.4K
1.01K $12K
IBM
International Business Machines Corp

Technology
9
+ 9.0%
$217.4 - $264.74 $1.96K - $2.38K
109 $27K
CVX
Chevron Corp

Energy
18
+ 13.64%
$146.71 - $167.97 $2.64K - $3.02K
150 $25K
T
At&T Inc.

Communication Services
54
+ 9.15%
$21.56 - $28.28 $1.16K - $1.53K
644 $18K
DUK
Duke Energy Corp

Utilities
27
+ 61.36%
$105.87 - $121.97 $2.86K - $3.29K
71 $8K
PPL
Ppl Corp

Utilities
10
+ 0.82%
$31.68 - $36.11 $317 - $361
1.22K $43K
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.21%
$58.74 - $64.87 $176 - $195
1.45K $88K
D
Dominion Energy, Inc

Utilities
10
+ 0.5%
$52.85 - $57.43 $529 - $574
2K $110K
COF
Capital One Financial Corp

Financial Services
14
+ 3.65%
$163.87 - $209.82 $2.29K - $2.94K
398 $69K
KO
Coca Cola CO

Consumer Defensive
17
+ 170.0%
$60.81 - $72.32 $1.03K - $1.23K
27 $1K
VZ
Verizon Communications Inc

Communication Services
3
+ 1.95%
$37.81 - $46.49 $113 - $139
157 $7K
VB
Vanguard Small Cap ETF

ETFs
3.31K
+ 12.35%
$217.89 - $252.64 $720K - $835K
30.1K $6.4M
NUSC
Nuveen Esg Small Cap ETF

ETFs
445
+ 2.89%
$37.9 - $43.9 $16.9K - $19.5K
15.9K $607K
VUG
Vanguard Growth ETF

ETFs
5.76K
+ 8.43%
$369.1 - $427.61 $2.13M - $2.46M
74.1K $25.6M
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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