Evolution Wealth Advisors, LLC Reduced Holdings in Q3 2025

Evolution Wealth Advisors, LLC

  • $695 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-38.1K
- 60.62%
$175.16 - $255.24 $6.67M - $9.72M
24.7K $6.02M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-38.4K
- 53.9%
$48.5 - $50.19 $1.86M - $1.93M
32.8K $1.64M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-16.4K
- 44.89%
$107.66 - $112.36 $1.77M - $1.84M
20.1K $2.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
-15.6K
- 60.4%
$108.97 - $121.65 $1.7M - $1.9M
10.2K $1.23M
XLV
Select Sector Spdr Fund Health

ETFs
-15.5K
- 12.21%
$129.01 - $139.72 $2M - $2.16M
111K $15.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.72K
- 5.56%
$211.65 - $238.24 $1.21M - $1.36M
97.3K $21.4M
XLF
Financial Sector Spdr

ETFs
-33.4K
- 5.51%
$51.37 - $54.25 $1.72M - $1.81M
573K $30.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16.9K
- 67.27%
$49.43 - $54.52 $836K - $922K
8.23K $445K
IREN
Iris Energy LTD

Financial Services
-104K
- 80.71%
$15.1 - $47.14 $1.57M - $4.89M
24.8K $1.14M
HOOD
Robinhood Markets, Inc.

Technology
-6.57K
- 78.3%
$91.27 - $143.18 $600K - $941K
1.82K $260K
META
Meta Platforms, Inc.

Communication Services
-499
- 6.95%
$695.21 - $791.73 $347K - $395K
6.68K $4.91M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-5K
- 40.72%
$75.26 - $80.19 $376K - $401K
7.28K $580K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-13.5K
- 8.68%
$25.84 - $27.2 $348K - $366K
142K $3.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.15K
- 33.15%
$91.44 - $91.77 $196K - $197K
4.33K $396K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.06K
- 10.61%
$55.15 - $58.11 $224K - $236K
34.2K $1.97M
GTO
Invesco Actively Managed ETF T

ETFs
-2.7K
- 18.39%
$46.43 - $47.91 $126K - $130K
12K $569K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.92K
- 9.33%
$55.61 - $57.37 $107K - $110K
18.7K $1.07M
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.67K
- 13.54%
$26.07 - $32.55 $43.4K - $54.2K
10.6K $277K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-12.6K
- 7.08%
$12.9 - $13.59 $163K - $172K
166K $2.23M
JPIE
J P Morgan Exchange Traded Fd
-1.42K
- 1.38%
$46.01 - $46.55 $65.1K - $65.9K
101K $4.69M
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 8.6%
$915.95 - $994.57 $24.7K - $26.9K
287 $265K
VTV
Vanguard Value ETF

ETFs
-611
- 8.02%
$175.51 - $186.57 $107K - $114K
7.01K $1.31M
EMB
Ishares Tr

ETFs
-851
- 5.08%
$91.52 - $95.59 $77.9K - $81.3K
15.9K $1.51M
SBUX
Starbucks Corp

Consumer Cyclical
-97
- 3.23%
$81.9 - $96.86 $7.94K - $9.4K
2.91K $245K
VDC
Vanguard Consumer Staples ETF

ETFs
-90
- 5.15%
$212.64 - $225.25 $19.1K - $20.3K
1.66K $353K
DIS
Walt Disney CO

Communication Services
-65
- 3.59%
$112.25 - $124.0 $7.3K - $8.06K
1.75K $200K
MUB
Ishares National Muni Bond ETF

ETFs
-246
- 4.78%
$103.24 - $106.68 $25.4K - $26.2K
4.9K $521K
V
Visa Inc.

Financial Services
-1
- 0.09%
$332.09 - $358.86 $332 - $359
1.05K $359K
CVX
Chevron Corp

Energy
-150
- 9.86%
$145.57 - $161.83 $21.8K - $24.3K
1.37K $212K
J P Morgan Exchange Traded F
-4.78K
- 12.08%
N/A
34.8K $0
Ishares Bitcoin Trust ETF
-7.78K
- 4.2%
N/A
177K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
-1.72K
- 1.3%
N/A
131K $0
XLB
Select Sector Spdr Fd Material

ETFs
-35
- 1.17%
$86.72 - $92.61 $3.04K - $3.24K
2.95K $264K
VHT
Vanguard Health Care ETF

ETFs
-40
- 3.43%
$239.12 - $259.95 $9.56K - $10.4K
1.13K $292K
BOND
Pimco Active Bond Exchange Tra

ETFs
-17
- 0.53%
$90.83 - $93.81 $1.54K - $1.59K
3.17K $296K
VTI
Vanguard Total Stock Market Et

ETFs
-173
- 6.19%
$303.93 - $329.86 $52.6K - $57.1K
2.62K $860K
VEA
Vanguard Ftse Developed Market

ETFs
-119
- 1.73%
$56.02 - $60.3 $6.67K - $7.18K
6.76K $404K
WMT
Walmart Inc.

Consumer Defensive
-100
- 1.76%
$94.4 - $104.27 $9.44K - $10.4K
5.59K $576K
VFH
Vanguard Financial ETF

ETFs
-160
- 1.33%
$125.23 - $132.78 $20K - $21.2K
11.9K $1.56M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-13
- 0.33%
$301.44 - $365.84 $3.92K - $4.76K
3.94K $1.27M
COMB
Graniteshares ETF Tr Bloomber

ETFs
-250
- 0.44%
$20.58 - $21.88 $5.15K - $5.47K
57.1K $1.25M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.5K
- 5.48%
$39.37 - $44.24 $59.1K - $66.4K
25.9K $1.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-305
- 3.54%
$108.46 - $120.63 $33.1K - $36.8K
8.32K $988K
IBB
Ishares Biotechnology ETF

ETFs
-305
- 5.43%
$127.63 - $144.37 $38.9K - $44K
5.32K $767K
ABBV
Abb Vie Inc.

Healthcare
-37
- 2.27%
$184.85 - $231.54 $6.84K - $8.57K
1.6K $369K
AVGO
Broadcom Inc.

Technology
-15
- 0.97%
$264.74 - $369.57 $3.97K - $5.54K
1.53K $504K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.31K
- 0.29%
$24.39 - $24.93 $31.9K - $32.6K
446K $11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-216
- 0.16%
$26.38 - $27.95 $5.7K - $6.04K
138K $3.76M
VTWO
Vanguard Russell 2000 ETF

ETFs
-80
- 0.59%
$86.92 - $99.32 $6.95K - $7.95K
13.5K $1.32M
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
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