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
GOOGL
Alphabet Inc.

Communication Services
767
New
$144.7 - $178.6 $111K - $137K
767 $135M
WMT
Walmart Inc.

Consumer Defensive
1.33K
New
$81.79 - $99.98 $109K - $133K
1.33K $130M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.86K
New
$18.11 - $18.97 $124K - $130K
6.86K $129M
IWF
Ishares Russell 1000 Gr ETF

ETFs
298
New
$320.42 - $424.58 $95.5K - $127K
298 $127M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.65K
New
$57.46 - $75.58 $94.6K - $124K
1.65K $124M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
6.88K
New
$17.61 - $21.46 $121K - $148K
6.88K $122M
First Tr Exchange Traded Fd
5.58K
New
N/A
5.58K $117M
MGV
Vanguard Mega Cap Value

ETFs
883
New
$114.87 - $131.25 $101K - $116K
883 $116M
MCD
Mcdonalds Corp

Consumer Cyclical
396
New
$285.55 - $321.23 $113K - $127K
396 $116M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.44K
New
$45.12 - $46.23 $110K - $113K
2.44K $113M
First Tr Exchng Traded Fd Vi
3.55K
New
N/A
3.55K $112M
NOC
Northrop Grumman Corp

Industrials
220
New
$456.3 - $540.39 $100K - $119K
220 $110M
First Tr Exchng Traded Fd Vi
3.27K
New
N/A
3.27K $109M
PAVE
Global X Fds Us Infrastructure

ETFs
2.44K
New
$33.78 - $43.68 $82.5K - $107K
2.44K $106M
IEFA
Ishares Tr

ETFs
1.26K
New
$67.83 - $84.09 $85.2K - $106K
1.26K $105M
GS
Goldman Sachs Group Inc

Financial Services
147
New
$462.22 - $707.75 $67.9K - $104K
147 $104M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.1K
New
$39.89 - $49.46 $83.7K - $104K
2.1K $104M
Ishares Bitcoin Trust ETF
1.69K
New
N/A
1.69K $103M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
362
New
$179.95 - $278.88 $65.1K - $101K
362 $101M
IRM
Iron Mountain Inc

Real Estate
952
New
$76.93 - $105.25 $73.2K - $100K
952 $97.7M
ELD
Wisdomtree Emerging Local Debt

ETFs
3.48K
New
$25.49 - $27.97 $88.8K - $97.4K
3.48K $97.4M
NVS
Novartis Ag

Healthcare
800
New
$101.96 - $121.01 $81.6K - $96.8K
800 $96.8M
AVUS
American Centy ETF Tr Avantis

ETFs
939
New
$81.38 - $100.82 $76.4K - $94.7K
939 $94.7M
META
Meta Platforms, Inc.

Communication Services
124
New
$484.66 - $738.09 $60.1K - $91.5K
124 $91.9M
IEMG
Ishares Inc

ETFs
1.53K
New
N/A
1.53K $91.8M
ABT
Abbott Laboratories

Healthcare
668
New
$123.95 - $138.08 $82.8K - $92.2K
668 $90.9M
IBM
International Business Machines Corp

Technology
300
New
$221.03 - $294.78 $66.3K - $88.4K
300 $88.4M
First Tr Exchng Traded Fd Vi
2.25K
New
N/A
2.25K $87.8M
DMAR
First Tr Ex Tr Viii Cboe Vest
2.2K
New
$35.55 - $39.57 $78.2K - $87.1K
2.2K $87.1M
XLF
Financial Sector Spdr

ETFs
1.64K
New
$43.92 - $52.37 $72.2K - $86K
1.64K $86M
First Tr Exchng Traded Fd Vi
2.68K
New
N/A
2.68K $84.3M
PAPR
Innovator U.S. Equity Power Bu

ETFs
2.24K
New
$33.22 - $37.29 $74.2K - $83.3K
2.24K $83.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
504
New
$141.87 - $164.49 $71.5K - $82.9K
504 $82.9M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.74K
New
$39.93 - $46.67 $69.3K - $81K
1.74K $81M
Innovator Etfs Trust
2.85K
New
N/A
2.85K $80.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.88K
New
$35.35 - $42.68 $66.3K - $80K
1.88K $79.9M
AIQ
Global X Funds Global X Artifi

ETFs
1.79K
New
$31.5 - $43.69 $56.3K - $78.1K
1.79K $78.1M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.21K
New
$61.03 - $67.59 $74K - $82K
1.21K $77.6M
JPM
Jpmorgan Chase & CO

Financial Services
265
New
$210.28 - $289.91 $55.7K - $76.8K
265 $76.8M
CSCO
Cisco Systems, Inc.

Technology
1.09K
New
$53.19 - $69.38 $58K - $75.6K
1.09K $75.6M
EW
Edwards Lifesciences Corp

Healthcare
960
New
$67.07 - $78.22 $64.4K - $75.1K
960 $75.1M
First Tr Exchng Traded Fd Vi
1.96K
New
N/A
1.96K $74.9M
TMUS
T Mobile Us, Inc.

Communication Services
311
New
$220.99 - $268.54 $68.7K - $83.5K
311 $74.1M
Innovator Etfs Trust
1.44K
New
N/A
1.44K $73.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.15K
New
$22.68 - $23.28 $71.3K - $73.2K
3.15K $73.1M
GOOG
Alphabet Inc.

Communication Services
385
New
$146.58 - $180.01 $56.4K - $69.3K
385 $68.3M
TDIV
First Trust Nasdaq Technology

ETFs
751
New
$64.41 - $90.17 $48.4K - $67.7K
751 $67.7M
Elevation Series Trust
2.73K
New
N/A
2.73K $67.4M
PLTR
Palantir Technologies Inc.

Technology
493
New
$74.01 - $144.25 $36.5K - $71.1K
493 $67.2M
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
Track This Portfolio

Track Evolution Wealth Management Inc. Portfolio

Follow Evolution Wealth Management Inc. 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 Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email