Evolution Wealth Advisors, LLC Purchases in Q2 2025

Evolution Wealth Advisors, LLC

  • $660 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
5.5K
+ 2.18%
$496.48 - $617.85 $2.73M - $3.4M
258K $159M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
270K
+ 3433.55%
$47.63 - $60.01 $12.9M - $16.2M
278K $16.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.06K
+ 20.66%
$416.06 - $551.64 $3.35M - $4.45M
47.1K $26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.63K
+ 44.57%
$456.74 - $568.03 $3.94M - $4.9M
28K $15.9M
PLTR
Palantir Technologies Inc.

Technology
535
+ 0.9%
$74.01 - $144.25 $39.6K - $77.2K
60.1K $8.19M
MSFT
Microsoft Corp

Technology
351
+ 1.95%
$354.56 - $497.45 $124K - $175K
18.4K $9.14M
NVDA
Nvidia Corp

Technology
5.59K
+ 31.43%
$94.31 - $157.99 $527K - $883K
23.4K $3.69M
BND
Vanguard Bd Index Fd Inc Total

ETFs
21.8K
New
$72.02 - $73.82 $1.57M - $1.61M
21.8K $1.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.4K
+ 74.52%
$48.13 - $49.85 $1.46M - $1.52M
71.2K $3.49M
GOOG
Alphabet Inc.

Communication Services
493
+ 0.79%
$146.58 - $180.01 $72.3K - $88.7K
62.8K $11.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.3K
+ 65.77%
$82.96 - $110.1 $850K - $1.13M
25.8K $2.84M
META
Meta Platforms, Inc.

Communication Services
124
+ 1.76%
$484.66 - $738.09 $60.1K - $91.5K
7.18K $5.3M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
25K
New
$33.19 - $40.78 $830K - $1.02M
25K $993K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
12.3K
New
$62.73 - $78.42 $770K - $963K
12.3K $951K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.9K
+ 205.57%
$39.89 - $49.46 $675K - $836K
25.1K $1.24M
TSLA
Tesla, Inc.

Consumer Cyclical
316
+ 2.41%
$221.86 - $362.89 $70.1K - $115K
13.4K $4.26M
JPIE
J P Morgan Exchange Traded Fd
15K
+ 17.18%
$45.12 - $46.32 $678K - $696K
102K $4.75M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
6.43K
New
$82.93 - $99.12 $533K - $637K
6.43K $636K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.15K
+ 29.22%
$179.95 - $278.88 $207K - $321K
5.09K $1.42M
VO
Vanguard Mid Cap ETF

ETFs
1.78K
New
$228.54 - $279.83 $407K - $498K
1.78K $498K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5.9K
New
$65.04 - $82.18 $384K - $485K
5.9K $484K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
245
+ 6.61%
$177.93 - $313.14 $43.6K - $76.7K
3.95K $1.24M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
7.33K
New
N/A
7.33K $457K
HOOD
Robinhood Markets, Inc.

Technology
85
+ 1.02%
$34.17 - $93.63 $2.9K - $7.96K
8.39K $785K
XLU
Utilities Sector Spdr

ETFs
2.18K
+ 2.68%
$73.09 - $82.77 $159K - $180K
83.5K $6.82M
IEF
Ishares Barclays

ETFs
4.03K
New
$93.15 - $96.56 $375K - $389K
4.03K $386K
XLY
Select Sector Spdr Consumer Di

ETFs
229
+ 1.38%
$176.34 - $218.59 $40.4K - $50.1K
16.9K $3.67M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.39K
New
$79.56 - $82.92 $349K - $364K
4.39K $364K
GOOGL
Alphabet Inc.

Communication Services
152
+ 0.98%
$144.7 - $178.6 $22K - $27.1K
15.7K $2.77M
IXC
Ishares Tr Global Energy ETF

ETFs
8.5K
New
$34.69 - $42.32 $295K - $360K
8.5K $333K
EWC
Ishares Msci Canada ETF

ETFs
6.99K
New
$37.17 - $46.2 $260K - $323K
6.99K $322K
COST
Costco Wholesale Corp

Consumer Defensive
314
New
$908.13 - $1056.85 $285K - $332K
314 $310K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.9K
New
$45.11 - $52.34 $266K - $309K
5.9K $308K
AMD
Advanced Micro Devices Inc

Technology
1.95K
New
$78.21 - $143.81 $152K - $280K
1.95K $276K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.27K
New
$82.21 - $83.12 $269K - $272K
3.27K $270K
CRWD
Crowd Strike Holdings, Inc.

Technology
498
New
$321.63 - $509.31 $160K - $254K
498 $253K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.24K
New
$57.46 - $75.58 $186K - $245K
3.24K $244K
EEM
Ishares Msci Emerging Markets

ETFs
3.42K
+ 19.76%
$38.52 - $48.28 $132K - $165K
20.7K $998K
UBER
Uber Technologies, Inc

Technology
2.61K
New
$64.62 - $93.3 $169K - $244K
2.61K $243K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.58K
New
$50.1 - $51.02 $229K - $234K
4.58K $233K
FDN
First Tr Fd Dow Jones

ETFs
807
New
$200.29 - $269.33 $162K - $217K
807 $217K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.09K
New
$97.29 - $105.63 $204K - $221K
2.09K $212K
URA
Global X Uranium ETF

ETFs
5.36K
New
$20.26 - $38.81 $109K - $208K
5.36K $208K
MS
Morgan Stanley

Financial Services
1.44K
New
$99.83 - $140.86 $143K - $202K
1.44K $202K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
14.2K
New
$11.53 - $13.87 $163K - $196K
14.2K $196K
VUG
Vanguard Growth ETF

ETFs
6
+ 0.25%
$329.49 - $438.4 $1.98K - $2.63K
2.39K $1.05M
VTI
Vanguard Total Stock Market Et

ETFs
173
+ 6.6%
$243.75 - $303.93 $42.2K - $52.6K
2.8K $849K
GE
General Electric CO

Industrials
272
+ 26.41%
$166.81 - $257.39 $45.4K - $70K
1.3K $335K
CRM
Salesforce, Inc.

Technology
177
+ 1.43%
$236.26 - $291.15 $41.8K - $51.5K
12.6K $3.43M
Activity Summary
Buys All Purchases 76 New Holdings 28 Increased Positions 48 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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