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
VGT
Vanguard Information Technolog

ETFs
61
New
$470.37 - $663.28 $28.7K - $40.5K
61 $40.5M
CSQ
Calamos Strategic Total Return Fund

Financial Services
2.21K
New
$13.86 - $18.24 $30.6K - $40.2K
2.21K $40.2M
MBB
Ishares Tr

ETFs
420
New
$91.41 - $94.22 $38.4K - $39.6K
420 $39.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
828
New
$46.41 - $47.7 $38.4K - $39.5K
828 $39.4M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
781
New
$41.76 - $49.03 $32.6K - $38.3K
781 $38.3M
First Tr Exchng Traded Fd Vi
976
New
N/A
976 $37.8M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.2K
New
$26.88 - $32.74 $32.2K - $39.2K
1.2K $36.8M
KR
Kroger CO

Consumer Defensive
508
New
$64.62 - $74.0 $32.8K - $37.6K
508 $36.4M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
1.16K
New
$28.35 - $31.3 $32.9K - $36.3K
1.16K $36.3M
AVGO
Broadcom Inc.

Technology
131
New
$146.29 - $275.65 $19.2K - $36.1K
131 $36.1M
IYG
Ishares Tr

ETFs
417
New
$68.9 - $85.6 $28.7K - $35.7K
417 $35.7M
MET
Metlife Inc

Financial Services
430
New
$68.42 - $82.49 $29.4K - $35.5K
430 $34.6M
AMD
Advanced Micro Devices Inc

Technology
243
New
$78.21 - $143.81 $19K - $34.9K
243 $34.5M
XLV
Select Sector Spdr Fund Health

ETFs
255
New
$128.77 - $144.3 $32.8K - $36.8K
255 $34.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
732
New
$45.2 - $46.6 $33.1K - $34.1K
732 $33.9M
RFDI
First Trust ETF Iii Riverfront

ETFs
464
New
$58.95 - $73.36 $27.4K - $34K
464 $33.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
600
New
$45.98 - $56.15 $27.6K - $33.7K
600 $33.7M
XLK
Technology Sector Spdr

ETFs
132
New
$179.73 - $253.23 $23.7K - $33.4K
132 $33.4M
XLU
Utilities Sector Spdr

ETFs
409
New
$73.09 - $82.77 $29.9K - $33.9K
409 $33.4M
Amplify ETF Tr
382
New
N/A
382 $33M
VHT
Vanguard Health Care ETF

ETFs
132
New
$236.71 - $261.92 $31.2K - $34.6K
132 $32.8M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
1.64K
New
$19.58 - $19.93 $32.1K - $32.7K
1.64K $32.6M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.39K
New
$22.43 - $23.23 $31.2K - $32.3K
1.39K $32.3M
USXF
Ishares Esg Advanced Msci Usa

Technology
597
New
$41.54 - $53.93 $24.8K - $32.2K
597 $32.2M
AVDE
American Centy ETF Tr Avantis

ETFs
433
New
$59.32 - $74.36 $25.7K - $32.2K
433 $32M
BOTZ
Global X Fds

ETFs
980
New
$24.51 - $32.65 $24K - $32K
980 $32M
Innovator Etfs Trust
1.22K
New
N/A
1.22K $31.7M
MRK
Merck & Co., Inc.

Healthcare
396
New
$73.47 - $87.12 $29.1K - $34.5K
396 $31.4M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
100
New
$177.93 - $313.14 $17.8K - $31.3K
100 $31.3M
SSO
Proshares Ultra S&P 500

ETFs
315
New
$64.8 - $97.72 $20.4K - $30.8K
315 $30.8M
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.15K
New
$26.61 - $29.9 $30.6K - $34.4K
1.15K $30.8M
APH
Amphenol Corp

Technology
310
New
$59.09 - $98.75 $18.3K - $30.6K
310 $30.6M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
600
New
$40.73 - $50.06 $24.4K - $30K
600 $30M
VV
Vanguard Large Cap ETF

ETFs
102
New
$228.25 - $285.3 $23.3K - $29.1K
102 $29.1M
MA
Mastercard Inc

Financial Services
51
New
$479.92 - $590.74 $24.5K - $30.1K
51 $28.9M
VTI
Vanguard Total Stock Market Et

ETFs
95
New
$243.75 - $303.93 $23.2K - $28.9K
95 $28.9M
LLY
Eli Lilly & CO

Healthcare
37
New
$713.71 - $898.95 $26.4K - $33.3K
37 $28.8M
Annaly Capital Management In
1.52K
New
N/A
1.52K $28.7M
FMB
First Tr Exchange Traded Fd Ii

ETFs
551
New
$49.12 - $50.93 $27.1K - $28.1K
551 $27.5M
CRM
Salesforce, Inc.

Technology
101
New
$236.26 - $291.15 $23.9K - $29.4K
101 $27.4M
JNJ
Johnson & Johnson

Healthcare
178
New
$146.36 - $159.82 $26.1K - $28.4K
178 $27.2M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
582
New
$45.9 - $48.26 $26.7K - $28.1K
582 $27.2M
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
737
New
$31.98 - $36.87 $23.6K - $27.2K
737 $27.2M
PEP
Pepsico Inc

Consumer Defensive
203
New
$128.02 - $151.37 $26K - $30.7K
203 $26.8M
Innovator Etfs Trust
935
New
N/A
935 $26.7M
FITB
Fifth Third Bancorp

Financial Services
641
New
$33.32 - $41.51 $21.4K - $26.6K
641 $26.4M
KJUL
Innovator U.S. Small Cap Power

Technology
901
New
$25.96 - $29.2 $23.4K - $26.3K
901 $26.3M
ABBV
Abb Vie Inc.

Healthcare
140
New
$170.16 - $206.27 $23.8K - $28.9K
140 $26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
334
New
$75.05 - $77.34 $25.1K - $25.8K
334 $25.8M
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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