Evolution Advisers, Inc. Reduced Holdings in Q1 2025

Evolution Advisers, Inc.

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-36.6K
- 99.95%
$71.17 - $73.66 $2.6M - $2.7M
20 $1K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.59K
- 50.56%
$507.05 - $563.67 $1.32M - $1.46M
2.54K $1.3M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-229
- 0.71%
$77.67 - $90.15 $17.8K - $20.6K
31.9K $2.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.21K
- 21.09%
$49.25 - $50.66 $207K - $213K
15.8K $781K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.17K
- 86.39%
$21.23 - $23.75 $88.6K - $99.1K
657 $14K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-113
- 0.2%
$21.75 - $24.28 $2.46K - $2.74K
55.9K $1.23M
GOOGL
Alphabet Inc.

Communication Services
-33
- 2.44%
$154.33 - $206.19 $5.09K - $6.8K
1.32K $204K
AMZN
Amazon Com Inc

Consumer Cyclical
-17
- 1.6%
$190.26 - $242.06 $3.23K - $4.12K
1.04K $198K
VT
Vanguard Total World Stk Index

ETFs
-250
- 10.77%
$115.08 - $123.97 $28.8K - $31K
2.07K $240K
GOOG
Alphabet Inc.

Communication Services
-28
- 4.46%
$156.06 - $207.71 $4.37K - $5.82K
600 $93K
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 2.65%
$347.25 - $424.87 $4.17K - $5.1K
440 $161K
WMT
Walmart Inc.

Consumer Defensive
-15
- 0.43%
$84.5 - $105.05 $1.27K - $1.58K
3.46K $302K
VTI
Vanguard Total Stock Market Et

ETFs
-1.25K
- 3.57%
$271.18 - $303.12 $339K - $379K
33.8K $166K
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 22.22%
$890.62 - $1076.86 $7.12K - $8.61K
28 $26K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12
- 2.08%
$57.21 - $65.8 $687 - $790
565 $32K
TFC
Truist Financial Corp

Financial Services
-16
- 0.02%
$39.48 - $48.15 $632 - $770
74.8K $112K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-20
- 1.08%
$126.11 - $135.06 $2.52K - $2.7K
1.83K $235K
UL
Unilever PLC

Consumer Defensive
-7
- 0.99%
$54.72 - $60.29 $383 - $422
700 $41K
UNH
Unitedhealth Group Inc

Healthcare
-2
- 2.6%
$461.52 - $548.18 $923 - $1.1K
75 $39K
MO
Altria Group, Inc.

Consumer Defensive
-5
- 1.79%
$50.81 - $60.02 $254 - $300
274 $16K
JPM
Jpmorgan Chase & CO

Financial Services
-6
- 0.91%
$225.19 - $279.95 $1.35K - $1.68K
651 $159K
PSX
Phillips 66

Energy
-3
- 0.74%
$113.93 - $131.55 $342 - $395
400 $49K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.77%
$442.66 - $534.52 $3.1K - $3.74K
905 $481K
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
Track This Portfolio

Track Evolution Advisers, Inc. Portfolio

Follow Evolution Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Evolution Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email