Evolution Wealth Advisors, LLC Incresed Positions in Q4 2024

Evolution Wealth Advisors, LLC

  • $580 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
46.2K
+ 21.75%
$220.26 - $241.44 $10.2M - $11.2M
259K $60.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.14K
+ 2.96%
$567.81 - $607.81 $4.05M - $4.34M
248K $145M
XLF
Financial Sector Spdr

ETFs
104K
+ 20.54%
$44.89 - $51.34 $4.65M - $5.32M
608K $29.4M
AMZN
Amazon Com Inc

Consumer Cyclical
6.05K
+ 6.35%
$180.88 - $232.93 $1.09M - $1.41M
101K $22.2M
PLTR
Palantir Technologies Inc.

Technology
19.7K
+ 40.02%
$36.46 - $82.38 $719K - $1.62M
69K $5.22M
VDE
Vanguard Energy ETF

ETFs
26.7K
+ 89.47%
$116.67 - $136.78 $3.11M - $3.65M
56.5K $6.86M
IWM
Ishares Russell 2000 ETF

ETFs
12.2K
+ 39.71%
$216.13 - $242.4 $2.63M - $2.95M
42.8K $9.45M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
102K
+ 43.9%
$24.66 - $27.63 $2.53M - $2.83M
336K $8.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.46K
+ 7.42%
$481.22 - $538.17 $1.18M - $1.32M
35.5K $18.2M
XLE
Energy Sector Spdr

ETFs
20.9K
+ 27.16%
$83.32 - $97.27 $1.74M - $2.03M
97.9K $8.38M
AAPL
Apple Inc.

Technology
4K
+ 12.86%
$221.69 - $259.02 $886K - $1.04M
35.1K $8.79M
GOOG
Alphabet Inc.

Communication Services
893
+ 1.54%
$163.08 - $198.16 $146K - $177K
58.8K $11.2M
XLC
Select Sector Spdr Tr Communic

ETFs
2.34K
+ 2.18%
$89.66 - $102.16 $210K - $239K
110K $10.6M
MSFT
Microsoft Corp

Technology
2.14K
+ 22.96%
$406.35 - $454.46 $868K - $971K
11.4K $4.82M
COMB
Graniteshares ETF Tr Bloomber

ETFs
34.6K
+ 138.54%
$19.74 - $20.97 $683K - $726K
59.6K $1.19M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$664750.0 - $724132.5 $665K - $724K
2 $1.36M
GOOGL
Alphabet Inc.

Communication Services
1.59K
+ 12.46%
$161.86 - $196.66 $257K - $312K
14.3K $2.71M
JPM
Jpmorgan Chase & CO

Financial Services
1.85K
+ 38.24%
$205.18 - $250.29 $380K - $463K
6.69K $1.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
619
+ 3.26%
$521.84 - $558.82 $323K - $346K
19.6K $10.6M
GS
Goldman Sachs Group Inc

Financial Services
875
+ 175.7%
$486.1 - $608.57 $425K - $532K
1.37K $786K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.95K
+ 100.26%
$238.25 - $261.28 $463K - $508K
3.89K $940K
VGT
Vanguard Information Technolog

ETFs
348
+ 5.04%
$571.78 - $647.97 $199K - $225K
7.25K $4.51M
META
Meta Platforms, Inc.

Communication Services
606
+ 14.49%
$554.08 - $632.68 $336K - $383K
4.79K $2.82M
AVGO
Broadcom Inc.

Technology
827
+ 22.83%
$159.67 - $250.0 $132K - $207K
4.45K $1.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.63K
+ 15.83%
$57.53 - $60.83 $497K - $525K
63.2K $3.63M
IEMG
Ishares Inc

ETFs
6.93K
+ 12.02%
N/A
64.5K $3.46M
WMT
Walmart Inc.

Consumer Defensive
3.45K
+ 116.83%
$79.1 - $95.7 $273K - $330K
6.4K $578K
NVDA
Nvidia Corp

Technology
991
+ 6.24%
$117.0 - $148.88 $116K - $148K
16.9K $2.27M
XLP
Consumer Staples Sector Spdr

ETFs
2.83K
+ 2.17%
N/A
134K $10.2M
LIT
Global X Fds Global X Lithium

ETFs
5.16K
+ 58.17%
$40.78 - $48.97 $210K - $253K
14K $572K
DIS
Walt Disney CO

Communication Services
1K
+ 31.05%
$92.39 - $117.6 $92.4K - $118K
4.22K $470K
NFLX
Netflix Inc

Communication Services
67
+ 13.01%
$687.65 - $936.56 $46.1K - $62.7K
582 $518K
IAU
Ishares Gold Trust

ETFs
2.9K
+ 69.09%
$48.37 - $52.65 $140K - $152K
7.09K $350K
VFH
Vanguard Financial ETF

ETFs
56
+ 0.47%
$108.87 - $126.2 $6.1K - $7.07K
12K $1.42M
IREN
Iris Energy LTD

Financial Services
3.83K
+ 8.69%
$7.33 - $15.39 $28.1K - $58.9K
47.9K $470K
NKE
Nike, Inc.

Consumer Cyclical
1.5K
+ 56.99%
$73.36 - $89.13 $110K - $134K
4.13K $312K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
8.32K
+ 1.84%
$24.19 - $24.63 $201K - $205K
461K $11.1M
SHEL
Shell PLC

Energy
1.25K
+ 30.19%
$60.63 - $70.23 $75.5K - $87.4K
5.37K $336K
V
Visa Inc.

Financial Services
80
+ 8.39%
$273.87 - $320.91 $21.9K - $25.7K
1.03K $326K
MUB
Ishares National Muni Bond ETF

ETFs
486
+ 9.82%
$105.78 - $108.7 $51.4K - $52.8K
5.43K $578K
VTI
Vanguard Total Stock Market Et

ETFs
83
+ 3.26%
$280.04 - $302.45 $23.2K - $25.1K
2.63K $761K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.45K
+ 35.79%
$82.28 - $117.52 $119K - $171K
5.51K $466K
VNQ
Vanguard Specialized Funds Van

ETFs
585
+ 21.08%
$87.85 - $98.6 $51.4K - $57.7K
3.36K $299K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 6.54%
$873.59 - $994.69 $17.5K - $19.9K
326 $298K
AAXJ
Ishares Msci All Country Asia

ETFs
5.56K
+ 8.81%
$72.15 - $82.16 $401K - $457K
68.6K $4.95M
Ishares Bitcoin Trust ETF
54.7K
+ 44.75%
N/A
177K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
137K
+ 209.27%
$26.93 - $84.95 $3.68M - $11.6M
202K $5.52M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
269
+ 2.48%
$3.35 - $4.13 $901 - $1.11K
11.1K $39K
ACWI
Ishares Msci Acwi ETF

ETFs
10
+ 0.18%
$117.05 - $123.03 $1.17K - $1.23K
5.44K $639K
Activity Summary
Buys All Purchases 79 New Holdings 22 Increased Positions 57 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email