Evolution Wealth Advisors, LLC Reduced Holdings in Q1 2025

Evolution Wealth Advisors, LLC

  • $582 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-3.85K
- 1.49%
$206.38 - $242.18 $795K - $932K
255K $52.6M
IWM
Ishares Russell 2000 ETF

ETFs
-17.7K
- 41.3%
$198.1 - $229.79 $3.5M - $4.06M
25.1K $5.01M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-171K
- 50.78%
$25.34 - $26.96 $4.32M - $4.6M
165K $4.38M
PAVE
Global X Fds Us Infrastructure

ETFs
-10.3K
- 1.34%
$37.31 - $43.82 $384K - $451K
761K $28.7M
IBB
Ishares Biotechnology ETF

ETFs
-17.9K
- 75.71%
$127.9 - $140.56 $2.29M - $2.52M
5.75K $735K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-15.5K
- 51.61%
$81.1 - $94.7 $1.26M - $1.47M
14.6K $1.18M
VB
Vanguard Small Cap ETF

ETFs
-635
- 1.55%
$217.89 - $252.64 $138K - $160K
40.4K $8.96M
AVGO
Broadcom Inc.

Technology
-2.82K
- 63.37%
$167.43 - $244.7 $472K - $690K
1.63K $272K
VGT
Vanguard Information Technolog

ETFs
-141
- 1.95%
$542.38 - $646.34 $76.5K - $91.1K
7.11K $3.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-242
- 1.24%
$507.05 - $563.67 $123K - $136K
19.4K $9.94M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.86K
- 8.73%
$169.43 - $182.84 $315K - $340K
19.4K $3.37M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-36.4K
- 16.93%
$13.05 - $13.97 $474K - $508K
178K $2.43M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.01K
- 11.03%
$53.6 - $58.97 $268K - $295K
40.4K $2.21M
LIT
Global X Fds Global X Lithium

ETFs
-7.02K
- 50.04%
$38.8 - $42.84 $272K - $301K
7.01K $271K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.71K
- 7.46%
$56.17 - $59.71 $265K - $281K
58.5K $3.34M
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.63K
- 10.67%
$80.08 - $92.93 $131K - $151K
13.7K $1.1M
DIS
Walt Disney CO

Communication Services
-2.03K
- 48.19%
$96.87 - $114.0 $197K - $232K
2.19K $215K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-9.7K
- 2.11%
$24.07 - $24.5 $233K - $238K
451K $10.9M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.74K
- 1.58%
$94.84 - $105.31 $165K - $183K
108K $10.4M
PLTR
Palantir Technologies Inc.

Technology
-9.42K
- 13.66%
$64.98 - $124.62 $612K - $1.17M
59.6K $5.03M
XBJL
Innovator Etfs Tr Us Equity Ac
-5.17K
- 41.55%
$33.37 - $34.93 $172K - $180K
7.27K $245K
KBE
Spdr S&P Bank ETF

ETFs
-365
- 0.68%
$51.28 - $59.92 $18.7K - $21.9K
53K $2.81M
IVV
Ishares Core S&P 500 ETF

ETFs
-219
- 25.86%
$554.06 - $615.85 $121K - $135K
628 $352K
AAXJ
Ishares Msci All Country Asia

ETFs
-3.36K
- 4.9%
$69.59 - $77.09 $234K - $259K
65.3K $4.83M
SHEL
Shell PLC

Energy
-2.19K
- 40.86%
$62.84 - $73.29 $138K - $161K
3.18K $232K
IVE
Ishares S&P 500 Value ETF

ETFs
-523
- 26.37%
$185.78 - $198.58 $97.2K - $104K
1.46K $278K
INDA
Ishares Msci India Index Fund

ETFs
-921
- 2.67%
$47.8 - $53.4 $44K - $49.2K
33.6K $1.73M
WMT
Walmart Inc.

Consumer Defensive
-748
- 11.68%
$84.5 - $105.05 $63.2K - $78.6K
5.66K $496K
XT
Ishares Tr Exponential Technol

ETFs
-770
- 7.47%
$57.56 - $64.0 $44.3K - $49.3K
9.54K $548K
GS
Goldman Sachs Group Inc

Financial Services
-35
- 2.55%
$524.81 - $672.19 $18.4K - $23.5K
1.34K $730K
SHOP
Shopify Inc.

Technology
-272
- 10.25%
$90.59 - $129.31 $24.6K - $35.2K
2.38K $227K
WULF
Terawulf Inc.

Financial Services
-790
- 4.68%
$2.73 - $6.82 $2.16K - $5.39K
16.1K $43K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-1.9K
- 5.88%
$23.87 - $24.35 $45.4K - $46.3K
30.4K $728K
VTI
Vanguard Total Stock Market Et

ETFs
-6
- 0.23%
$271.18 - $303.12 $1.63K - $1.82K
2.62K $720K
MUB
Ishares National Muni Bond ETF

ETFs
-290
- 5.34%
$104.71 - $107.69 $30.4K - $31.2K
5.14K $542K
HYD
Vaneck High Yield Muni ETF

ETFs
-555
- 10.02%
$50.79 - $52.53 $28.2K - $29.2K
4.99K $255K
PFF
Ishares Trust Ishares Pfd And

ETFs
-419
- 2.89%
$30.73 - $32.26 $12.9K - $13.5K
14.1K $432K
XLP
Consumer Staples Sector Spdr

ETFs
-238
- 0.18%
N/A
133K $10.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-769
- 2.03%
$105.1 - $109.61 $80.8K - $84.3K
37.1K $4.03M
PG
Procter & Gamble CO

Consumer Defensive
-82
- 5.94%
$158.56 - $176.26 $13K - $14.5K
1.3K $221K
IEMG
Ishares Inc

ETFs
-172
- 0.27%
N/A
64.4K $3.45M
LLY
Eli Lilly & CO

Healthcare
-25
- 7.72%
$725.72 - $929.72 $18.1K - $23.2K
299 $246K
PBDC
Putnam ETF Tr Bdc Income Etf(D
-2.67K
- 1.97%
N/A
133K $0
VNQ
Vanguard Specialized Funds Van

ETFs
-55
- 1.64%
$85.55 - $94.34 $4.71K - $5.19K
3.31K $299K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-95
- 1.14%
$42.5 - $46.71 $4.04K - $4.44K
8.23K $372K
JPM
Jpmorgan Chase & CO

Financial Services
-90
- 1.35%
$225.19 - $279.95 $20.3K - $25.2K
6.6K $1.62M
EMB
Ishares Tr

ETFs
-32
- 0.19%
$88.64 - $92.03 $2.84K - $2.94K
16.7K $1.51M
CVX
Chevron Corp

Energy
-70
- 4.4%
$146.71 - $167.97 $10.3K - $11.8K
1.52K $254K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-210
- 2.6%
$46.83 - $56.05 $9.83K - $11.8K
7.88K $419K
Activity Summary
Buys All Purchases 66 New Holdings 15 Increased Positions 51 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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