Evolution Wealth Advisors, LLC Purchases in Q1 2025

Evolution Wealth Advisors, LLC

  • $582 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
46.3K
+ 58.03%
$137.61 - $149.68 $6.37M - $6.92M
126K $18.4M
XLU
Utilities Sector Spdr

ETFs
81.4K
New
$74.7 - $80.27 $6.08M - $6.53M
81.4K $6.42M
GLD
Spdr Gold Trust

ETFs
10.1K
+ 17.49%
$243.19 - $288.14 $2.45M - $2.9M
67.6K $19.5M
CRM
Salesforce, Inc.

Technology
12.4K
New
$268.36 - $359.95 $3.33M - $4.47M
12.4K $3.33M
AAPL
Apple Inc.

Technology
16.3K
+ 46.58%
$209.68 - $247.1 $3.43M - $4.04M
51.4K $11.4M
MSFT
Microsoft Corp

Technology
6.59K
+ 57.59%
$375.39 - $447.2 $2.47M - $2.95M
18K $6.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
101
+ 0.63%
$442.66 - $534.52 $44.7K - $54K
16.2K $8.63M
META
Meta Platforms, Inc.

Communication Services
2.27K
+ 47.39%
$576.36 - $736.67 $1.31M - $1.67M
7.06K $4.07M
JPIE
J P Morgan Exchange Traded Fd
26.3K
+ 43.09%
$45.46 - $46.18 $1.2M - $1.22M
87.5K $4.03M
HWM
Howmet Aerospace Inc.

Industrials
8.75K
New
$110.79 - $139.39 $969K - $1.22M
8.75K $1.14M
BAC
Bank Of America Corp

Financial Services
19.9K
New
$39.61 - $47.74 $787K - $949K
19.9K $829K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.71K
New
$203.38 - $274.79 $754K - $1.02M
3.71K $761K
IVW
Ishares S&P 500 Growth ETF

ETFs
7.53K
+ 93.48%
$92.45 - $106.69 $696K - $803K
15.6K $1.45M
SOXX
Ishares Semiconductor ETF

ETFs
4.15K
+ 56.25%
$188.17 - $235.81 $780K - $978K
11.5K $2.17M
TSLA
Tesla, Inc.

Consumer Cyclical
6.05K
+ 85.65%
$222.15 - $428.22 $1.34M - $2.59M
13.1K $3.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.63K
New
$182.82 - $196.21 $480K - $515K
2.63K $494K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.22K
New
$360.07 - $417.26 $438K - $508K
1.22K $439K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.5K
+ 32.33%
$51.45 - $58.51 $538K - $612K
42.8K $2.22M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.98K
+ 159.42%
$91.45 - $91.75 $364K - $365K
6.47K $593K
UNH
Unitedhealth Group Inc

Healthcare
658
+ 159.32%
$461.52 - $548.18 $304K - $361K
1.07K $560K
VEA
Vanguard Ftse Developed Market

ETFs
6.62K
New
$47.4 - $52.99 $314K - $351K
6.62K $336K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
385
+ 6.99%
$80.53 - $147.57 $31K - $56.8K
5.89K $778K
HD
Home Depot, Inc.

Consumer Cyclical
803
New
$347.25 - $424.87 $279K - $341K
803 $294K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
11K
New
$17.16 - $25.25 $189K - $278K
11K $262K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
7.24K
New
$32.96 - $44.43 $239K - $322K
7.24K $240K
XLI
Industrial Sector Spdr

ETFs
1.68K
New
$128.78 - $141.67 $217K - $238K
1.68K $220K
GE
General Electric CO

Industrials
1.03K
New
$168.59 - $212.13 $174K - $218K
1.03K $206K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.18K
New
$89.27 - $92.9 $194K - $202K
2.18K $201K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.03K
+ 21.29%
$76.94 - $78.28 $156K - $159K
11.6K $904K
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
13K
New
$10.29 - $12.88 $134K - $168K
13K $143K
BXSL
Blackstone Secured Lending Fund

Financial Services
4.32K
+ 59.38%
$31.3 - $34.5 $135K - $149K
11.6K $375K
VDC
Vanguard Consumer Staples ETF

ETFs
600
+ 52.36%
$206.54 - $226.16 $124K - $136K
1.75K $382K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.44K
+ 50.76%
$74.85 - $84.89 $108K - $122K
4.27K $348K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
49
+ 0.02%
$27.01 - $28.54 $1.32K - $1.4K
202K $5.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.47K
+ 9.76%
$468.34 - $539.52 $1.62M - $1.87M
39K $18.3M
VTV
Vanguard Value ETF

ETFs
539
+ 7.14%
$167.73 - $179.21 $90.4K - $96.6K
8.09K $1.4M
GTO
Invesco Actively Managed ETF T

ETFs
2.21K
+ 17.74%
$45.9 - $47.37 $101K - $105K
14.7K $688K
HOOD
Robinhood Markets, Inc.

Technology
1.8K
+ 27.67%
$35.63 - $65.28 $64.1K - $118K
8.31K $345K
IAU
Ishares Gold Trust

ETFs
490
+ 6.92%
$49.74 - $58.96 $24.4K - $28.9K
7.58K $446K
XAR
Spdr S&P Aerospace & Defense E

ETFs
600
+ 31.83%
$157.71 - $180.77 $94.6K - $108K
2.49K $399K
INTC
Intel Corp

Technology
2K
+ 17.82%
$19.1 - $27.39 $38.2K - $54.8K
13.2K $300K
SBUX
Starbucks Corp

Consumer Cyclical
363
+ 13.66%
$91.75 - $115.81 $33.3K - $42K
3.02K $296K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
3.13K
+ 28.12%
$14.48 - $16.6 $45.3K - $51.9K
14.2K $212K
V
Visa Inc.

Financial Services
34
+ 3.29%
$306.92 - $362.71 $10.4K - $12.3K
1.07K $373K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1.57K
+ 5.16%
$23.9 - $24.43 $37.5K - $38.4K
32K $769K
PPA
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.03%
$113.59 - $123.29 $454 - $493
13.5K $1.58M
VHT
Vanguard Health Care ETF

ETFs
40
+ 3.56%
$254.06 - $273.83 $10.2K - $11K
1.17K $308K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
984
+ 12.88%
$102.49 - $119.96 $101K - $118K
8.62K $901K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.01%
$114.07 - $127.34 $114 - $127
12K $1.44M
Activity Summary
Buys All Purchases 66 New Holdings 15 Increased Positions 51 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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