Evolution Advisers, Inc. Reduced Holdings in Q4 2024

Evolution Advisers, Inc.

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

ETFs
-13.1K
- 11.96%
$68.25 - $75.42 $893K - $987K
96.3K $6.59M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-21.7K
- 11.49%
$45.17 - $47.23 $981K - $1.03M
167K $7.59M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.02K
- 1.35%
$74.5 - $78.37 $76.2K - $80.2K
74.6K $5.57M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-58
- 0.1%
$38.96 - $43.28 $2.26K - $2.51K
56.4K $2.22M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-180
- 0.38%
$29.02 - $32.11 $5.22K - $5.78K
47.4K $1.38M
KMB
Kimberly Clark Corp

Consumer Defensive
-384
- 19.3%
$130.37 - $146.09 $50.1K - $56.1K
1.61K $210K
HCA
Hca Healthcare, Inc.

Healthcare
-77
- 16.49%
$297.52 - $415.61 $22.9K - $32K
390 $117K
ORI
Old Republic International Corp

Financial Services
-1.71K
- 17.85%
$34.4 - $38.98 $58.9K - $66.7K
7.87K $284K
WFC
Wells Fargo & Company

Financial Services
-1.94K
- 28.68%
$54.98 - $77.35 $106K - $150K
4.81K $337K
VT
Vanguard Total World Stk Index

ETFs
-211
- 8.33%
$117.09 - $123.07 $24.7K - $26K
2.32K $272K
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 10.8%
$244.52 - $284.07 $12.2K - $14.2K
413 $101K
SPMD
Spdr Portfolio

ETFs
-318
- 95.5%
$54.13 - $59.56 $17.2K - $18.9K
15 $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-171
- 6.68%
$241.48 - $274.89 $41.3K - $47K
2.39K $606K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-27
- 0.17%
$41.74 - $46.2 $1.13K - $1.25K
15.4K $645K
UBER
Uber Technologies, Inc

Technology
-160
- 98.16%
$59.93 - $86.34 $9.59K - $13.8K
3 $0
VO
Vanguard Mid Cap ETF

ETFs
-37
- 23.87%
$261.5 - $284.63 $9.68K - $10.5K
118 $31K
IVV
Ishares Core S&P 500 ETF

ETFs
-14
- 12.28%
$570.51 - $610.59 $7.99K - $8.55K
100 $58K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-39
- 3.74%
$68.01 - $70.67 $2.65K - $2.76K
1K $68K
TFC
Truist Financial Corp

Financial Services
-79
- 0.11%
$41.51 - $48.1 $3.28K - $3.8K
74.8K $114K
FLQH
Franklin Templeton Libertyq In

ETFs
-25
- 92.59%
N/A
2 $0
TSLA
Tesla, Inc.

Consumer Cyclical
-83
- 24.85%
$213.65 - $479.86 $17.7K - $39.8K
251 $101K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-64
- 0.2%
$81.6 - $90.89 $5.22K - $5.82K
32.2K $2.76M
VUG
Vanguard Growth ETF

ETFs
-839
- 1.21%
$378.79 - $428.11 $318K - $359K
68.3K $28M
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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