Evolution Wealth Advisors, LLC Incresed Positions 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
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
IREN
Iris Energy LTD

Financial Services
51.3K
+ 66.47%
$5.3 - $14.57 $272K - $748K
129K $1.87M
META
Meta Platforms, Inc.

Communication Services
124
+ 1.76%
$484.66 - $738.09 $60.1K - $91.5K
7.18K $5.3M
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
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.15K
+ 29.22%
$179.95 - $278.88 $207K - $321K
5.09K $1.42M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
245
+ 6.61%
$177.93 - $313.14 $43.6K - $76.7K
3.95K $1.24M
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
XLY
Select Sector Spdr Consumer Di

ETFs
229
+ 1.38%
$176.34 - $218.59 $40.4K - $50.1K
16.9K $3.67M
GOOGL
Alphabet Inc.

Communication Services
152
+ 0.98%
$144.7 - $178.6 $22K - $27.1K
15.7K $2.77M
EEM
Ishares Msci Emerging Markets

ETFs
3.42K
+ 19.76%
$38.52 - $48.28 $132K - $165K
20.7K $998K
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
53
+ 4.35%
$320.42 - $424.58 $17K - $22.5K
1.27K $539K
IAU
Ishares Gold Trust

ETFs
1.17K
+ 15.38%
$56.1 - $64.74 $65.4K - $75.4K
8.74K $545K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.01%
$104.87 - $127.3 $105 - $127
12K $1.53M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.01K
+ 46.49%
$89.87 - $92.93 $90.9K - $94K
3.19K $293K
EFA
Ishares Tr Msci Eafe ETF

ETFs
572
+ 13.4%
$72.96 - $90.39 $41.7K - $51.7K
4.84K $432K
BITO
Proshares Tr Bitcoin Strategy

ETFs
818
+ 4.31%
$16.69 - $23.43 $13.7K - $19.2K
19.8K $425K
ACWI
Ishares Msci Acwi ETF

ETFs
7
+ 0.13%
$103.59 - $128.6 $725 - $900
5.45K $700K
WMT
Walmart Inc.

Consumer Defensive
38
+ 0.67%
$81.79 - $99.98 $3.11K - $3.8K
5.69K $556K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
690
+ 5.97%
$77.74 - $78.78 $53.6K - $54.4K
12.2K $963K
VEA
Vanguard Ftse Developed Market

ETFs
251
+ 3.79%
$45.65 - $57.01 $11.5K - $14.3K
6.87K $391K
EMB
Ishares Tr

ETFs
31
+ 0.19%
$86.54 - $92.62 $2.68K - $2.87K
16.7K $1.55M
IEMG
Ishares Inc

ETFs
312
+ 0.48%
N/A
64.7K $3.47M
INTC
Intel Corp

Technology
605
+ 4.58%
$18.13 - $22.69 $11K - $13.7K
13.8K $309K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1
+ 0.01%
$51.1 - $53.29 $51.1 - $53.3
7.62K $405K
BXSL
Blackstone Secured Lending Fund

Financial Services
700
+ 6.04%
$26.88 - $32.74 $18.8K - $22.9K
12.3K $378K
GTO
Invesco Actively Managed ETF T

ETFs
30
+ 0.2%
$45.73 - $47.2 $1.37K - $1.42K
14.7K $689K
Ishares Bitcoin Trust ETF
771
+ 0.42%
N/A
185K $0
J P Morgan Exchange Traded F
5
+ 0.01%
N/A
39.6K $0
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
337
+ 2.95%
$2.82 - $3.3 $950 - $1.11K
11.8K $37K
LLY
Eli Lilly & CO

Healthcare
10
+ 3.34%
$713.71 - $898.95 $7.14K - $8.99K
309 $240K
UNH
Unitedhealth Group Inc

Healthcare
11
+ 1.03%
$274.35 - $599.47 $3.02K - $6.59K
1.08K $337K
XLV
Select Sector Spdr Fund Health

ETFs
631
+ 0.5%
$128.77 - $144.3 $81.3K - $91.1K
127K $17.1M
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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