Evolution Wealth Advisors, LLC Incresed Positions 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
GLD
Spdr Gold Trust

ETFs
10.1K
+ 17.49%
$243.19 - $288.14 $2.45M - $2.9M
67.6K $19.5M
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
XLE
Energy Sector Spdr

ETFs
2.25K
+ 2.3%
$85.7 - $93.96 $193K - $211K
100K $9.36M
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
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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
385
+ 6.99%
$80.53 - $147.57 $31K - $56.8K
5.89K $778K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.03K
+ 21.29%
$76.94 - $78.28 $156K - $159K
11.6K $904K
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
XLB
Select Sector Spdr Fd Material

ETFs
46
+ 1.36%
$83.19 - $90.99 $3.83K - $4.19K
3.42K $293K
C
Citigroup Inc

Financial Services
44
+ 1.43%
$67.23 - $84.63 $2.96K - $3.72K
3.11K $221K
Ishares Bitcoin Trust ETF
7.55K
+ 4.27%
N/A
184K $0
IREN
Iris Energy LTD

Financial Services
29.3K
+ 61.28%
$6.07 - $13.18 $178K - $387K
77.2K $470K
J P Morgan Exchange Traded F
12.9K
+ 48.35%
N/A
39.6K $0
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
313
+ 2.81%
$3.27 - $3.68 $1.02K - $1.15K
11.4K $37K
PYPL
Pay Pal Holdings, Inc.

Financial Services
668
+ 27.38%
$65.15 - $91.81 $43.5K - $61.3K
3.11K $202K
SOFI
So Fi Technologies, Inc.

Financial Services
3.69K
+ 24.2%
$11.18 - $18.03 $41.2K - $66.4K
18.9K $219K
VCR
Vanguard Consumer Discretionar

ETFs
32
+ 2.57%
$318.51 - $391.75 $10.2K - $12.5K
1.28K $415K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
51
+ 1.31%
$211.47 - $267.17 $10.8K - $13.6K
3.94K $832K
XLY
Select Sector Spdr Consumer Di

ETFs
658
+ 4.12%
$192.6 - $233.2 $127K - $153K
16.6K $3.29M
GOOGL
Alphabet Inc.

Communication Services
1.27K
+ 8.84%
$154.33 - $206.19 $195K - $261K
15.6K $2.41M
NVDA
Nvidia Corp

Technology
906
+ 5.37%
$106.98 - $149.43 $96.9K - $135K
17.8K $1.93M
GOOG
Alphabet Inc.

Communication Services
3.57K
+ 6.07%
$156.06 - $207.71 $557K - $741K
62.3K $9.74M
AMZN
Amazon Com Inc

Consumer Cyclical
2.62K
+ 2.58%
$190.26 - $242.06 $498K - $633K
104K $19.8M
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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