Evolution Advisers, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $183 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $28M, Vanguard Ftse Developed Market with a value of $26.1M, Vanguard Value ETF with a value of $21.2M, Vanguard Total International B with a value of $20.6M, and Vanguard Bd Index Fd Inc Short with a value of $14.8M.

Examining the 13F form we can see an decrease of $657K in the current position value, from $184M to 183M.

Below you can find more details about Evolution Advisers, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
ETFs: $174 Million
Financial Services: $2.28 Million
Technology: $2.1 Million
Industrials: $953,000
Consumer Defensive: $898,000
Consumer Cyclical: $686,000
Energy: $616,000
Healthcare: $606,000
Other: $908,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $183 Million
  • Prior Value $184 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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