Evolution Wealth Advisors, LLC Incresed Positions in Q3 2025

Evolution Wealth Advisors, LLC

  • $695 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.96K
+ 1.15%
$617.65 - $666.84 $1.83M - $1.97M
261K $174M
XLC
Select Sector Spdr Tr Communic

ETFs
83.3K
+ 77.41%
$105.99 - $119.41 $8.83M - $9.95M
191K $22.6M
GLD
Spdr Gold Trust

ETFs
2.03K
+ 3.47%
$300.96 - $355.47 $611K - $722K
60.6K $21.5M
PAVE
Global X Fds Us Infrastructure

ETFs
6.51K
+ 1.09%
$44.02 - $47.63 $287K - $310K
604K $28.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
745
+ 2.66%
$567.77 - $614.76 $423K - $458K
28.7K $17.6M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
5.46K
+ 1.96%
$57.5 - $61.94 $314K - $338K
284K $17.6M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.98K
+ 119.92%
$205.52 - $234.96 $612K - $700K
5.47K $1.28M
ITA
Ishares Tr

ETFs
1.35K
+ 7.54%
$184.73 - $209.26 $249K - $283K
19.3K $4.03M
VB
Vanguard Small Cap ETF

ETFs
50
+ 0.14%
$237.58 - $259.17 $11.9K - $13K
36.3K $9.22M
XLU
Utilities Sector Spdr

ETFs
1.08K
+ 1.29%
$81.14 - $87.32 $87.5K - $94.1K
84.6K $7.38M
MSFT
Microsoft Corp

Technology
164
+ 0.89%
$491.09 - $535.64 $80.5K - $87.8K
18.5K $9.6M
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.01%
$216.09 - $242.18 $216 - $242
16.9K $4.04M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
74
+ 1.47%
$103.83 - $179.9 $7.68K - $13.3K
5.09K $910K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 0.08%
$459.11 - $506.91 $5.97K - $6.59K
16K $8.06M
INTC
Intel Corp

Technology
3.65K
+ 26.4%
$19.31 - $35.5 $70.4K - $130K
17.5K $586K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
104
+ 2.04%
$275.84 - $326.36 $28.7K - $33.9K
5.19K $1.69M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
153
+ 1.05%
$68.94 - $86.3 $10.5K - $13.2K
14.7K $1.27M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.55K
+ 58.09%
$81.75 - $84.54 $208K - $216K
6.94K $583K
IEMG
Ishares Inc

ETFs
3.39K
+ 5.24%
N/A
68.1K $3.65M
HWM
Howmet Aerospace Inc.

Industrials
500
+ 6.06%
$171.0 - $196.23 $85.5K - $98.1K
8.75K $1.72M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.04K
+ 21.38%
$87.29 - $93.61 $90.3K - $96.9K
5.88K $548K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.4K
+ 11.39%
$78.11 - $79.07 $109K - $110K
13.6K $1.08M
IAU
Ishares Gold Trust

ETFs
135
+ 1.54%
$61.62 - $72.77 $8.32K - $9.82K
8.88K $645K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
99
+ 0.35%
$53.81 - $57.52 $5.33K - $5.69K
28K $1.61M
XLP
Consumer Staples Sector Spdr

ETFs
1.13K
+ 0.85%
N/A
134K $10.2M
AMD
Advanced Micro Devices Inc

Technology
166
+ 8.53%
$134.8 - $184.42 $22.4K - $30.6K
2.11K $341K
UNH
Unitedhealth Group Inc

Healthcare
82
+ 7.58%
$237.77 - $353.61 $19.5K - $29K
1.16K $401K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
470
+ 14.51%
$70.85 - $76.96 $33.3K - $36.2K
3.71K $281K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2
+ 0.03%
$52.55 - $54.37 $105 - $109
7.62K $412K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
344
+ 2.92%
$3.19 - $3.34 $1.1K - $1.15K
12.1K $39K
Global X Fds
174K
+ 608.93%
N/A
203K $0
LLY
Eli Lilly & CO

Healthcare
3
+ 0.97%
$625.65 - $812.69 $1.88K - $2.44K
312 $238K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
26
+ 0.08%
$24.02 - $24.28 $625 - $631
31.4K $753K
INDA
Ishares Msci India Index Fund

ETFs
290
+ 0.89%
$51.98 - $55.84 $15.1K - $16.2K
32.9K $1.71M
CRM
Salesforce, Inc.

Technology
14
+ 0.11%
$231.66 - $273.65 $3.24K - $3.83K
12.6K $2.99M
Activity Summary
Buys All Purchases 48 New Holdings 12 Increased Positions 36 Sells All Sells 62 Reductions 62 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