Evolution Advisers, Inc. Reduced Holdings in Q2 2025

Evolution Advisers, Inc.

  • $204 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-4.53K
- 81.67%
$68.11 - $69.33 $308K - $314K
1.02K $70K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-5.55K
- 87.1%
$50.09 - $51.09 $278K - $283K
822 $41K
AAPL
Apple Inc.

Technology
-223
- 4.06%
$172.42 - $223.89 $38.4K - $49.9K
5.27K $1.08M
XOM
Exxon Mobil Corp

Energy
-17
- 0.35%
$99.93 - $119.04 $1.7K - $2.02K
4.83K $521K
UNP
Union Pacific Corp

Industrials
-139
- 6.37%
$208.27 - $238.46 $28.9K - $33.1K
2.04K $469K
KMB
Kimberly Clark Corp

Consumer Defensive
-39
- 2.43%
$126.84 - $145.22 $4.95K - $5.66K
1.57K $203K
PG
Procter & Gamble CO

Consumer Defensive
-76
- 12.28%
$157.66 - $172.39 $12K - $13.1K
543 $86K
JNJ
Johnson & Johnson

Healthcare
-49
- 10.86%
$146.36 - $159.82 $7.17K - $7.83K
402 $61K
ORI
Old Republic International Corp

Financial Services
-191
- 2.43%
$35.25 - $39.79 $6.73K - $7.6K
7.68K $295K
CVX
Chevron Corp

Energy
-50
- 33.33%
$133.73 - $168.51 $6.69K - $8.43K
100 $14K
KO
Coca Cola CO

Consumer Defensive
-25
- 92.59%
$68.37 - $73.9 $1.71K - $1.85K
2 $0
T
At&T Inc.

Communication Services
-50
- 7.76%
$26.33 - $28.94 $1.32K - $1.45K
594 $17K
D
Dominion Energy, Inc

Utilities
-33
- 1.65%
$49.66 - $58.0 $1.64K - $1.91K
1.97K $111K
HCA
Hca Healthcare, Inc.

Healthcare
-35
- 8.97%
$317.61 - $387.52 $11.1K - $13.6K
355 $136K
IBM
International Business Machines Corp

Technology
-9
- 8.26%
$221.03 - $294.78 $1.99K - $2.65K
100 $29K
VT
Vanguard Total World Stk Index

ETFs
-30
- 1.45%
$103.16 - $128.52 $3.09K - $3.86K
2.04K $262K
GOOGL
Alphabet Inc.

Communication Services
-20
- 1.52%
$144.7 - $178.6 $2.89K - $3.57K
1.3K $229K
WFC
Wells Fargo & Company

Financial Services
-108
- 2.43%
$60.98 - $80.12 $6.59K - $8.65K
4.33K $347K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-89
- 3.51%
$456.74 - $568.03 $40.6K - $50.6K
2.45K $1.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-99
- 0.18%
$19.6 - $24.44 $1.94K - $2.42K
55.8K $1.36M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-50
- 0.08%
$25.97 - $33.21 $1.3K - $1.66K
60.7K $2.01M
VTV
Vanguard Value ETF

ETFs
-6.5K
- 4.91%
$153.67 - $176.74 $999K - $1.15M
126K $22.4M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-287
- 0.9%
$70.54 - $93.95 $20.2K - $27K
31.7K $2.97M
VB
Vanguard Small Cap ETF

ETFs
-1.15K
- 3.82%
$193.73 - $237.37 $223K - $273K
28.9K $6.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.67K
- 1.86%
$39.89 - $49.46 $186K - $231K
246K $12.2M
VEA
Vanguard Ftse Developed Market

ETFs
-12.3K
- 2.16%
$45.65 - $57.01 $562K - $701K
556K $31.7M
VUG
Vanguard Growth ETF

ETFs
-6.64K
- 8.97%
$329.49 - $438.4 $2.19M - $2.91M
67.5K $29.6M
Activity Summary
Buys All Purchases 15 New Holdings 2 Increased Positions 13 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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