Evolution Wealth Advisors, LLC Purchases in Q3 2024

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
37.5K
+ 18.45%
$517.38 - $573.86 $19.4M - $21.5M
241K $138M
SOXX
Ishares Semiconductor ETF

ETFs
7.78K
+ 451.8%
$199.29 - $265.49 $1.55M - $2.07M
9.5K $2.19M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.86K
+ 167.26%
$84.77 - $97.13 $836K - $958K
15.8K $1.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
116
+ 0.73%
$405.19 - $478.57 $47K - $55.5K
15.9K $7.33M
VB
Vanguard Small Cap ETF

ETFs
120
+ 0.28%
$214.77 - $237.72 $25.8K - $28.5K
42.5K $10.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.17K
+ 8.65%
$53.41 - $57.9 $436K - $473K
103K $5.94M
XLV
Select Sector Spdr Fund Health

ETFs
703
+ 0.89%
$143.3 - $157.24 $101K - $111K
79.3K $12.2M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
15.8K
+ 3.63%
$23.61 - $24.64 $374K - $390K
452K $11.1M
NVDA
Nvidia Corp

Technology
4.63K
+ 41.1%
$98.91 - $134.91 $458K - $624K
15.9K $1.93M
XLC
Select Sector Spdr Tr Communic

ETFs
183
+ 0.17%
$82.16 - $90.4 $15K - $16.5K
107K $9.71M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23
+ 0.04%
$77.02 - $85.06 $1.77K - $1.96K
65.4K $5.53M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.83K
+ 9.78%
$44.83 - $47.42 $261K - $276K
65.4K $3.08M
AVGO
Broadcom Inc.

Technology
3.47K
+ 2252.6%
$136.27 - $1745.86 $473K - $6.06M
3.62K $625K
IREN
Iris Energy LTD

Financial Services
44.1K
New
$6.44 - $15.03 $284K - $662K
44.1K $371K
VTV
Vanguard Value ETF

ETFs
1.56K
+ 25.97%
$159.75 - $174.57 $249K - $272K
7.55K $1.32M
RSP
Invesco S&P 500 Equal Weight E

ETFs
180
+ 0.85%
$162.83 - $179.16 $29.3K - $32.2K
21.3K $3.82M
HEZU
Ishares Currency Hedged Msci E

ETFs
5.59K
+ 2.79%
$33.46 - $37.07 $187K - $207K
206K $7.56M
IBB
Ishares Biotechnology ETF

ETFs
710
+ 3.25%
$135.09 - $149.47 $95.9K - $106K
22.5K $3.28M
BJUL
Innovator U.S. Equity Buffer E

ETFs
5.7K
New
$40.26 - $43.68 $229K - $249K
5.7K $248K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.38K
New
$162.64 - $179.3 $224K - $247K
1.38K $246K
UNH
Unitedhealth Group Inc

Healthcare
413
New
$488.01 - $604.18 $202K - $250K
413 $241K
INDA
Ishares Msci India Index Fund

ETFs
2.53K
+ 8.44%
$54.86 - $59.22 $139K - $150K
32.4K $1.9M
SHOP
Shopify Inc.

Technology
2.74K
New
$52.26 - $80.75 $143K - $221K
2.74K $219K
IAU
Ishares Gold Trust

ETFs
4.19K
New
$44.06 - $50.5 $185K - $212K
4.19K $208K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.18K
New
$90.01 - $95.32 $196K - $208K
2.18K $205K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.44K
New
$52.27 - $60.45 $180K - $208K
3.44K $203K
XLI
Industrial Sector Spdr

ETFs
1.48K
New
$120.56 - $135.44 $179K - $201K
1.48K $200K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.51K
+ 28.11%
$57.8 - $60.8 $145K - $153K
11.5K $691K
EWW
Ishares Inc Msci Mexico ETF

ETFs
2.33K
+ 2.51%
$57.0 - $57.0 $133K - $133K
95.1K $5.42M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
50
+ 1.25%
$72.18 - $107.33 $3.61K - $5.37K
4.05K $430K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.87K
+ 4.81%
$49.93 - $51.15 $93.4K - $95.7K
40.8K $2.09M
IVE
Ishares S&P 500 Value ETF

ETFs
569
+ 40.24%
$181.06 - $197.17 $103K - $112K
1.98K $390K
GTO
Invesco Actively Managed ETF T

ETFs
1.96K
+ 18.59%
$46.22 - $48.77 $90.6K - $95.6K
12.5K $603K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
191
+ 0.54%
$42.22 - $48.62 $8.06K - $9.29K
35.7K $1.66M
EMB
Ishares Tr

ETFs
303
+ 1.83%
$87.75 - $93.74 $26.6K - $28.4K
16.8K $1.58M
MBB
Ishares Tr

ETFs
731
+ 11.42%
$90.85 - $96.66 $66.4K - $70.7K
7.13K $683K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
795
+ 9.0%
$76.38 - $78.87 $60.7K - $62.7K
9.63K $757K
XLP
Consumer Staples Sector Spdr

ETFs
1.79K
+ 1.39%
$76.04 - $76.04 $136K - $136K
131K $9.94M
JPIE
J P Morgan Exchange Traded Fd
20
+ 0.03%
$45.17 - $46.39 $903 - $928
63.7K $2.95M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
305
+ 18.65%
$211.47 - $281.27 $64.5K - $85.8K
1.94K $476K
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 11.68%
$801.83 - $917.05 $25.7K - $29.3K
306 $271K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1.22K
+ 4.16%
$24.05 - $24.42 $29.2K - $29.7K
30.4K $737K
IEMG
Ishares Inc

ETFs
119
+ 0.21%
$53.64 - $53.64 $6.38K - $6.38K
57.6K $3.09M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
256
+ 2.42%
$3.34 - $4.14 $855 - $1.06K
10.9K $44K
Ishares Bitcoin Trust ETF
89.6K
+ 275.84%
N/A
122K $0
DIS
Walt Disney CO

Communication Services
75
+ 2.38%
$85.6 - $98.61 $6.42K - $7.4K
3.22K $309K
XLE
Energy Sector Spdr

ETFs
2.11K
+ 2.81%
$84.35 - $93.39 $178K - $197K
77K $6.76M
GOOG
Alphabet Inc.

Communication Services
760
+ 1.33%
$149.54 - $192.66 $114K - $146K
57.9K $9.67M
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 1 Puts 3
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