Evolution Wealth Advisors, LLC New Holdings in Q2 2025

Evolution Wealth Advisors, LLC

  • $660 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
21.8K
New
$72.02 - $73.82 $1.57M - $1.61M
21.8K $1.6M
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
EUSA
Ishares Msci Usa Equal Weighte

ETFs
6.43K
New
$82.93 - $99.12 $533K - $637K
6.43K $636K
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
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
7.33K
New
N/A
7.33K $457K
IEF
Ishares Barclays

ETFs
4.03K
New
$93.15 - $96.56 $375K - $389K
4.03K $386K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.39K
New
$79.56 - $82.92 $349K - $364K
4.39K $364K
IXC
Ishares Tr Global Energy ETF

ETFs
8.5K
New
$34.69 - $42.32 $295K - $360K
8.5K $333K
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
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
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.2K
New
$7.05 - $8.02 $71.6K - $81.5K
10.2K $81K
AUR
Aurora Innovation, Inc.

Technology
10K
New
$5.17 - $8.14 $51.7K - $81.4K
10K $52K
TSLL
Direxion Shs ETF Tr Daily Tsla
22.5K
New
N/A
22.5K $0
Global X Fds
28.7K
New
N/A
28.7K $0
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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