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
Ge Vernova Inc
5
New
N/A
5 $2.65M
LUMN
Lumen Technologies, Inc.

Communication Services
600
New
$3.07 - $4.51 $1.84K - $2.71K
600 $2.63M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11
New
$171.4 - $227.1 $1.89K - $2.5K
11 $2.5M
SAP
Sap Se

Technology
8
New
$237.53 - $309.8 $1.9K - $2.48K
8 $2.43M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
11
New
$212.1 - $244.27 $2.33K - $2.69K
11 $2.41M
HON
Honeywell International Inc

Industrials
10
New
$182.86 - $232.88 $1.83K - $2.33K
10 $2.39M
EOG
Eog Resources Inc

Energy
20
New
$104.61 - $129.97 $2.09K - $2.6K
20 $2.39M
CVS
Cvs Health Corp

Healthcare
34
New
$60.04 - $70.18 $2.04K - $2.39K
34 $2.38M
MTD
Mettler Toledo International Inc

Healthcare
2
New
$970.15 - $1216.57 $1.94K - $2.43K
2 $2.35M
JPMB
J P Morgan Usd Emerging Market

ETFs
60
New
$36.77 - $38.96 $2.21K - $2.34K
60 $2.34M
MDLZ
Mondelez International, Inc.

Consumer Defensive
33
New
$63.54 - $68.5 $2.1K - $2.26K
33 $2.23M
JCI
Johnson Controls International PLC

Industrials
21
New
$71.14 - $105.62 $1.49K - $2.22K
21 $2.22M
RWR
Spdr Dow Jones Reit ETF

ETFs
23
New
$86.33 - $99.71 $1.99K - $2.29K
23 $2.22M
PM
Philip Morris International Inc.

Consumer Defensive
12
New
$149.23 - $184.95 $1.79K - $2.22K
12 $2.19M
XLP
Consumer Staples Sector Spdr

ETFs
27
New
N/A
27 $2.19M
PII
Polaris Inc.

Consumer Cyclical
53
New
$31.97 - $42.61 $1.69K - $2.26K
53 $2.15M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
16
New
$104.23 - $134.39 $1.67K - $2.15K
16 $2.15M
RIGS
Riverfront Strategic Income Fd

ETFs
88
New
$22.2 - $23.41 $1.95K - $2.06K
88 $2.05M
VOT
Vanguard Mid Cap Growth Index

ETFs
7
New
$216.28 - $284.39 $1.51K - $1.99K
7 $1.99M
SLB
Schlumberger Limited

Energy
58
New
$31.95 - $42.2 $1.85K - $2.45K
58 $1.96M
WPC
W. P. Carey Inc.

Real Estate
31
New
$56.12 - $64.53 $1.74K - $2K
31 $1.93M
SPIB
Spdr Portfolio Intermediate Te

ETFs
56
New
$32.62 - $33.58 $1.83K - $1.88K
56 $1.88M
INTC
Intel Corp

Technology
80
New
$18.13 - $22.69 $1.45K - $1.82K
80 $1.79M
HSIC
Henry Schein Inc

Healthcare
24
New
$62.7 - $73.66 $1.5K - $1.77K
24 $1.75M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
83
New
$16.12 - $20.75 $1.34K - $1.72K
83 $1.72M
ELV
Elevance Health, Inc.

Healthcare
4
New
$372.27 - $452.69 $1.49K - $1.81K
4 $1.7M
LHX
L3 Harris Technologies, Inc.

Industrials
7
New
$200.21 - $256.99 $1.4K - $1.8K
7 $1.69M
GDDY
Go Daddy Inc.

Technology
8
New
$162.11 - $192.36 $1.3K - $1.54K
8 $1.44M
SHAG
Wisdomtree Yield Enhanced U.S.
30
New
N/A
30 $1.44M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
29
New
$43.45 - $49.4 $1.26K - $1.43K
29 $1.43M
Ge Healthcare Technologies I
19
New
N/A
19 $1.41M
NVO
Novo Nordisk A S

Healthcare
20
New
$58.08 - $81.05 $1.16K - $1.62K
20 $1.38M
VOD
Vodafone Group Public LTD CO

Communication Services
126
New
$8.19 - $10.66 $1.03K - $1.34K
126 $1.34M
Sila Realty Trust Inc
56
New
N/A
56 $1.33M
PLD
Prologis, Inc.

Real Estate
12
New
$89.76 - $112.34 $1.08K - $1.35K
12 $1.26M
BDX
Becton Dickinson & CO

Healthcare
7
New
$165.15 - $226.42 $1.16K - $1.58K
7 $1.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5
New
$141.37 - $228.57 $707 - $1.14K
5 $1.13M
EBND
Spdr Bloomberg Emerging Market

ETFs
47
New
$19.57 - $21.4 $920 - $1.01K
47 $1.01M
BIIB
Biogen Inc.

Healthcare
8
New
$113.38 - $135.49 $907 - $1.08K
8 $1.01M
EMHC
Spdr Bloomberg Emerging Market
39
New
$23.06 - $24.61 $899 - $960
39 $960K
SRLN
Ssga Active Trust

ETFs
22
New
$39.47 - $41.59 $868 - $915
22 $915K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
64
New
$13.25 - $14.85 $848 - $950
64 $913K
SSSS
Suro Capital Corp.

Financial Services
100
New
$4.46 - $8.41 $446 - $841
100 $821K
Veralto Corp
8
New
N/A
8 $813K
Flagstar Financial Inc
72
New
N/A
72 $763K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
65
New
$9.86 - $10.92 $641 - $710
65 $710K
TWI
Titan International Inc

Industrials
61
New
$6.27 - $10.43 $382 - $636
61 $626K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
24
New
$25.13 - $26.07 $603 - $626
24 $620K
WBD
Warner Bros. Discovery, Inc.

Communication Services
54
New
$7.69 - $11.46 $415 - $619
54 $619K
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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