Evolution Wealth Management Inc. New Holdings in Q2 2025

Evolution Wealth Management Inc.

  • $81.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
17
New
$247.68 - $291.66 $4.21K - $4.96K
17 $4.96M
GERN
Geron Corp

Healthcare
3.5K
New
$1.18 - $1.62 $4.13K - $5.67K
3.5K $4.94M
KRP
Kimbell Royalty Partners, LP

Energy
350
New
$11.58 - $14.61 $4.05K - $5.11K
350 $4.89M
DHR
Danaher Corp

Healthcare
25
New
$174.64 - $205.16 $4.37K - $5.13K
25 $4.87M
PAYX
Paychex Inc

Industrials
33
New
$137.01 - $159.78 $4.52K - $5.27K
33 $4.8M
OXY
Occidental Petroleum Corp

Energy
114
New
$36.11 - $49.33 $4.12K - $5.62K
114 $4.79M
CRF
Cornerstone Total Return Fund Inc

Financial Services
600
New
$6.44 - $7.75 $3.86K - $4.65K
600 $4.65M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
453
New
$9.25 - $10.26 $4.19K - $4.65K
453 $4.65M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
231
New
$20.01 - $20.15 $4.62K - $4.65K
231 $4.64M
First Tr Exchng Traded Fd Vi
120
New
N/A
120 $4.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
41
New
$105.23 - $109.61 $4.31K - $4.49K
41 $4.49M
SNOW
Snowflake Inc.

Technology
20
New
$130.53 - $223.77 $2.61K - $4.48K
20 $4.48M
SNA
Snap On Inc

Industrials
14
New
$292.36 - $342.2 $4.09K - $4.79K
14 $4.45M
RE
Everest Re Group LTD

Financial Services
13
New
N/A
13 $4.42M
ORCL
Oracle Corp

Technology
20
New
$122.82 - $218.63 $2.46K - $4.37K
20 $4.37M
AVRE
American Centy ETF Tr Avantis
97
New
$38.75 - $44.92 $3.76K - $4.36K
97 $4.28M
MU
Micron Technology Inc

Technology
34
New
$64.72 - $127.91 $2.2K - $4.35K
34 $4.19M
BAUG
Innovator U.S. Equity Buffer E
90
New
N/A
90 $4.14M
BKR
Baker Hughes CO

Energy
105
New
$35.0 - $44.92 $3.68K - $4.72K
105 $4.04M
GPC
Genuine Parts CO

Consumer Cyclical
33
New
$105.54 - $129.09 $3.48K - $4.26K
33 $4M
IOT
Samsara Inc.

Technology
100
New
$33.46 - $47.74 $3.35K - $4.77K
100 $3.98M
TGT
Target Corp

Consumer Defensive
40
New
$88.76 - $105.77 $3.55K - $4.23K
40 $3.95M
ORI
Old Republic International Corp

Financial Services
100
New
$35.25 - $39.79 $3.53K - $3.98K
100 $3.84M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
76
New
$45.3 - $50.64 $3.44K - $3.85K
76 $3.73M
RC
Ready Capital Corp

Real Estate
839
New
$4.13 - $5.15 $3.47K - $4.32K
839 $3.67M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
73
New
$41.9 - $50.31 $3.06K - $3.67K
73 $3.51M
GIB
Cgi Inc

Technology
33
New
$96.47 - $109.59 $3.18K - $3.62K
33 $3.46M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
21
New
$144.63 - $179.53 $3.04K - $3.77K
21 $3.46M
IWM
Ishares Russell 2000 ETF

ETFs
16
New
$174.82 - $215.79 $2.8K - $3.45K
16 $3.45M
DOW
Dow Inc.

Basic Materials
130
New
$25.81 - $34.89 $3.36K - $4.54K
130 $3.44M
K
Kellogg CO

Consumer Defensive
43
New
$77.85 - $82.88 $3.35K - $3.56K
43 $3.43M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
66
New
$50.56 - $59.57 $3.34K - $3.93K
66 $3.42M
SR
Spire Inc

Utilities
45
New
$71.03 - $79.07 $3.2K - $3.56K
45 $3.31M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
200
New
$11.71 - $19.37 $2.34K - $3.87K
200 $3.22M
IMVT
Immunovant, Inc.

Healthcare
200
New
N/A
200 $3.2M
MFC
Manulife Financial Corp

Financial Services
100
New
$26.93 - $32.44 $2.69K - $3.24K
100 $3.2M
CE
Celanese Corp

Basic Materials
57
New
$37.49 - $59.36 $2.14K - $3.38K
57 $3.15M
RGEN
Repligen Corp

Healthcare
25
New
$108.89 - $145.23 $2.72K - $3.63K
25 $3.11M
KOCT
Innovator Laddered Fund Of U.S
100
New
N/A
100 $3.05M
HL
Hecla Mining CO

Basic Materials
500
New
$4.54 - $6.45 $2.27K - $3.23K
500 $3M
COF
Capital One Financial Corp

Financial Services
14
New
$150.57 - $212.76 $2.11K - $2.98K
14 $2.98M
SG
Sweetgreen, Inc.

Consumer Cyclical
200
New
$12.23 - $25.56 $2.45K - $5.11K
200 $2.98M
PGR
Progressive Corp

Financial Services
11
New
$255.27 - $288.74 $2.81K - $3.18K
11 $2.94M
JFR
Nuveen Floating Rate Income Fund

Financial Services
333
New
$7.51 - $8.49 $2.5K - $2.83K
333 $2.82M
EUFN
Ishares Msci Europe Financials

ETFs
87
New
$24.77 - $32.27 $2.15K - $2.81K
87 $2.75M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
41
New
$62.08 - $73.58 $2.55K - $3.02K
41 $2.75M
RWX
Spdr Dow Jones International R

ETFs
100
New
$23.06 - $27.4 $2.31K - $2.74K
100 $2.74M
KMB
Kimberly Clark Corp

Consumer Defensive
21
New
$126.84 - $145.22 $2.66K - $3.05K
21 $2.71M
IEF
Ishares Barclays

ETFs
28
New
$93.15 - $96.56 $2.61K - $2.7K
28 $2.68M
Activity Summary
Buys All Purchases 579 New Holdings 579 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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