Evolution Wealth Advisors, LLC Reduced Holdings in Q4 2025

Evolution Wealth Advisors, LLC

  • $1.02 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAXJ
Ishares Msci All Country Asia

ETFs
-59.8K
- 93.72%
$89.0 - $96.2 $5.32M - $5.75M
4K $376K
VDE
Vanguard Energy ETF

ETFs
-33.2K
- 64.3%
$120.37 - $129.34 $4M - $4.3M
18.5K $2.39M
XLC
Select Sector Spdr Tr Communic

ETFs
-69
- 0.04%
$111.33 - $117.16 $7.68K - $8.08K
191K $21.2M
META
Meta Platforms, Inc.

Communication Services
-834
- 12.48%
$609.01 - $751.67 $508K - $627K
5.85K $3.56M
PLTR
Palantir Technologies Inc.

Technology
-1.35K
- 2.42%
$172.14 - $207.18 $232K - $280K
54.4K $9.46M
NVDA
Nvidia Corp

Technology
-3.57K
- 15.69%
$179.83 - $207.04 $642K - $739K
19.2K $3.58M
TSLA
Tesla, Inc.

Consumer Cyclical
-396
- 3.24%
$401.99 - $468.37 $159K - $185K
11.8K $4.83M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-17.9K
- 12.65%
$26.27 - $27.38 $471K - $491K
124K $3.33M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.94K
- 42.57%
$56.0 - $57.6 $445K - $457K
10.7K $607K
PAVE
Global X Fds Us Infrastructure

ETFs
-177
- 0.03%
$46.42 - $48.56 $8.22K - $8.6K
604K $28.4M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.27K
- 8.61%
$76.92 - $92.53 $97.6K - $117K
13.5K $1.04M
VB
Vanguard Small Cap ETF

ETFs
-27
- 0.07%
$248.1 - $260.08 $6.7K - $7.02K
36.2K $9.05M
GS
Goldman Sachs Group Inc

Financial Services
-160
- 12.28%
$744.6 - $838.97 $119K - $134K
1.14K $886K
HWM
Howmet Aerospace Inc.

Industrials
-1K
- 11.43%
$184.09 - $209.74 $184K - $210K
7.75K $1.58M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-207
- 4.06%
$153.8 - $189.34 $31.8K - $39.2K
4.89K $770K
JPM
Jpmorgan Chase & CO

Financial Services
-133
- 2.05%
$294.11 - $320.41 $39.1K - $42.6K
6.37K $1.91M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-12.4K
- 7.49%
$13.16 - $13.86 $163K - $172K
153K $2.09M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-170
- 0.87%
$185.12 - $192.11 $31.5K - $32.7K
19.3K $3.61M
V
Visa Inc.

Financial Services
-162
- 15.37%
$325.75 - $352.42 $52.8K - $57.1K
892 $290K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-95
- 15.97%
$577.77 - $604.78 $54.9K - $57.5K
500 $293K
BOND
Pimco Active Bond Exchange Tra

ETFs
-626
- 19.74%
$93.0 - $94.55 $58.2K - $59.2K
2.55K $237K
VDC
Vanguard Consumer Staples ETF

ETFs
-238
- 14.37%
$206.7 - $217.75 $49.2K - $51.8K
1.42K $298K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-70
- 1.28%
$227.13 - $251.24 $15.9K - $17.6K
5.4K $1.23M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.06K
- 4.1%
$41.61 - $44.26 $44.1K - $46.9K
24.8K $1.08M
VGT
Vanguard Information Technolog

ETFs
-155
- 2.31%
$736.33 - $801.52 $114K - $124K
6.57K $4.97M
JPIE
J P Morgan Exchange Traded Fd
-730
- 0.72%
$46.18 - $46.47 $33.7K - $33.9K
100K $4.64M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-125
- 17.76%
$358.39 - $376.54 $44.8K - $47.1K
579 $213K
MS
Morgan Stanley

Financial Services
-258
- 17.95%
$151.86 - $169.92 $39.2K - $43.8K
1.18K $187K
UNH
Unitedhealth Group Inc

Healthcare
-10
- 0.86%
$320.52 - $369.92 $3.21K - $3.7K
1.15K $369K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-953
- 3.04%
$23.66 - $23.91 $22.5K - $22.8K
30.4K $722K
PM
Philip Morris International Inc.

Consumer Defensive
-1
- 0.05%
$144.33 - $160.86 $144 - $161
2.06K $314K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-95
- 2.56%
$74.62 - $78.21 $7.09K - $7.43K
3.62K $270K
Wedbush Ser Tr
-170
- 1.52%
N/A
11K $0
Tidal Trust I
-840
- 2.27%
N/A
36.1K $0
Ishares Bitcoin Trust ETF
-28.6K
- 16.15%
N/A
149K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
-2.5K
- 1.91%
N/A
128K $0
J P Morgan Exchange Traded F
-4.99K
- 14.36%
N/A
29.8K $0
J P Morgan Exchange Traded F
-3.86K
- 1.67%
N/A
227K $0
Ishares Ethereum Tr
-3.74K
- 18.46%
N/A
16.5K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-245
- 0.85%
$600.51 - $631.95 $147K - $155K
28.5K $17.6M
VEA
Vanguard Ftse Developed Market

ETFs
-36
- 0.53%
$59.18 - $62.09 $2.13K - $2.24K
6.72K $412K
CRWD
Crowd Strike Holdings, Inc.

Technology
-7
- 1.41%
$482.23 - $557.53 $3.38K - $3.9K
491 $263K
COMB
Graniteshares ETF Tr Bloomber

ETFs
-865
- 1.51%
$21.7 - $22.96 $18.8K - $19.9K
56.3K $1.28M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-186
- 3.58%
$325.34 - $368.61 $60.5K - $68.6K
5K $1.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-129
- 0.8%
$475.68 - $513.11 $61.4K - $66.2K
15.9K $8.09M
IBB
Ishares Biotechnology ETF

ETFs
-250
- 4.7%
$148.51 - $164.96 $37.1K - $41.2K
5.07K $831K
LLY
Eli Lilly & CO

Healthcare
-11
- 3.53%
$799.57 - $1025.28 $8.8K - $11.3K
301 $307K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-76
- 0.17%
$589.5 - $635.77 $44.8K - $48.3K
44.8K $27M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-149
- 1.12%
$101.39 - $114.39 $15.1K - $17K
13.2K $1.5M
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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