Evolution Wealth Advisors, LLC Sells in Q2 2025

Evolution Wealth Advisors, LLC

  • $660 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
-163K
- 21.46%
$33.78 - $43.68 $5.51M - $7.13M
597K $26M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-37.9K
- 64.8%
$51.14 - $57.0 $1.94M - $2.16M
20.6K $1.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-64.4K
- 31.83%
$24.32 - $27.87 $1.57M - $1.79M
138K $3.65M
GLD
Spdr Gold Trust

ETFs
-9.02K
- 13.35%
$273.71 - $316.29 $2.47M - $2.85M
58.6K $17.9M
XLE
Energy Sector Spdr

ETFs
-6.5K
- 6.49%
$76.44 - $94.13 $497K - $611K
93.6K $7.94M
AAPL
Apple Inc.

Technology
-1.24K
- 2.42%
$172.42 - $223.89 $214K - $278K
50.2K $10.3M
VDE
Vanguard Energy ETF

ETFs
-2.67K
- 4.81%
$105.87 - $130.56 $282K - $348K
52.8K $6.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-196
- 1.21%
$483.48 - $539.8 $94.8K - $106K
16K $7.78M
BAC
Bank Of America Corp

Financial Services
-17.8K
- 89.5%
$34.39 - $47.46 $612K - $844K
2.09K $98K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-14.9K
- 34.73%
$45.88 - $54.4 $682K - $809K
27.9K $1.52M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-10.3K
- 6.22%
$23.54 - $27.53 $242K - $283K
155K $4.01M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-870
- 14.77%
$99.37 - $134.05 $86.5K - $117K
5.02K $569K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-75
- 0.04%
$12.21 - $13.9 $916 - $1.04K
178K $2.33M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.11K
- 5.23%
$47.46 - $55.3 $100K - $117K
38.3K $2.11M
IWD
Ishares Russell 1000 Val ETF

ETFs
-529
- 20.14%
$166.82 - $194.23 $88.2K - $103K
2.1K $407K
COMB
Graniteshares ETF Tr Bloomber

ETFs
-1.4K
- 2.38%
$19.77 - $22.01 $27.7K - $30.8K
57.4K $1.2M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.14K
- 7.82%
$69.8 - $85.28 $79.5K - $97.1K
13.4K $1.11M
ABBV
Abb Vie Inc.

Healthcare
-127
- 7.22%
$170.16 - $206.27 $21.6K - $26.2K
1.63K $303K
VTV
Vanguard Value ETF

ETFs
-470
- 5.81%
$153.67 - $176.74 $72.2K - $83.1K
7.62K $1.35M
VNQ
Vanguard Specialized Funds Van

ETFs
-365
- 11.04%
$79.79 - $91.42 $29.1K - $33.4K
2.94K $261K
XLB
Select Sector Spdr Fd Material

ETFs
-430
- 12.59%
$74.27 - $88.92 $31.9K - $38.2K
2.99K $262K
IBB
Ishares Biotechnology ETF

ETFs
-131
- 2.28%
$112.02 - $129.0 $14.7K - $16.9K
5.62K $711K
LIT
Global X Fds Global X Lithium

ETFs
-560
- 7.99%
$31.82 - $39.24 $17.8K - $22K
6.45K $247K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-80
- 11.85%
$468.22 - $566.51 $37.5K - $45.3K
595 $337K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-504
- 1.36%
$105.23 - $109.61 $53K - $55.2K
36.6K $4.01M
SBUX
Starbucks Corp

Consumer Cyclical
-16
- 0.53%
$79.69 - $99.41 $1.28K - $1.59K
3K $275K
XLP
Consumer Staples Sector Spdr

ETFs
-226
- 0.17%
N/A
133K $10.1M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-620
- 1.94%
$23.13 - $24.23 $14.3K - $15K
31.4K $759K
V
Visa Inc.

Financial Services
-12
- 1.12%
$308.27 - $373.31 $3.7K - $4.48K
1.06K $374K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-2.42K
- 33.37%
$29.19 - $50.24 $70.5K - $121K
4.82K $242K
DIS
Walt Disney CO

Communication Services
-375
- 17.15%
$81.72 - $124.01 $30.6K - $46.5K
1.81K $224K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-3.12K
- 0.69%
$23.32 - $24.45 $72.7K - $76.2K
448K $10.9M
PM
Philip Morris International Inc.

Consumer Defensive
-77
- 3.6%
$149.23 - $184.95 $11.5K - $14.2K
2.06K $375K
C
Citigroup Inc

Financial Services
-44
- 1.41%
$58.13 - $85.12 $2.56K - $3.75K
3.07K $261K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1
- -0.0%
$32.0 - $39.87 $32 - $39.9
27.4K $1.09M
INDA
Ishares Msci India Index Fund

ETFs
-970
- 2.89%
$49.13 - $55.86 $47.7K - $54.2K
32.6K $1.81M
VTWO
Vanguard Russell 2000 ETF

ETFs
-35
- 0.26%
$70.56 - $87.22 $2.47K - $3.05K
13.6K $1.19M
SOFI
So Fi Technologies, Inc.

Financial Services
-200
- 1.06%
$9.5 - $18.21 $1.9K - $3.64K
18.7K $340K
IWM
Ishares Russell 2000 ETF

ETFs
-1.2K
- 4.76%
$174.82 - $215.79 $209K - $258K
23.9K $5.16M
AVGO
Broadcom Inc.

Technology
-85
- 5.21%
$146.29 - $275.65 $12.4K - $23.4K
1.55K $425K
GS
Goldman Sachs Group Inc

Financial Services
-35
- 2.62%
$462.22 - $707.75 $16.2K - $24.8K
1.3K $922K
SOXX
Ishares Semiconductor ETF

ETFs
-1.4K
- 12.11%
$154.86 - $239.07 $216K - $334K
10.1K $2.42M
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 1.52%
$210.28 - $289.91 $21K - $29K
6.5K $1.88M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-8
- 0.05%
$40.51 - $71.03 $324 - $568
14.6K $1.03M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-4
- 0.03%
$105.2 - $141.69 $421 - $567
13.5K $1.92M
HWM
Howmet Aerospace Inc.

Industrials
-500
- 5.71%
$112.33 - $186.13 $56.2K - $93.1K
8.25K $1.54M
AAXJ
Ishares Msci All Country Asia

ETFs
-743
- 1.14%
$65.0 - $82.89 $48.3K - $61.6K
64.5K $5.33M
VGT
Vanguard Information Technolog

ETFs
-25
- 0.35%
$470.37 - $663.28 $11.8K - $16.6K
7.08K $4.7M
XLC
Select Sector Spdr Tr Communic

ETFs
-382
- 0.35%
$86.13 - $108.53 $32.9K - $41.5K
108K $11.7M
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
Track This Portfolio

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email