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
PPA
Invesco Exchange Traded Fd Tr

ETFs
180
New
$105.2 - $141.69 $18.9K - $25.5K
180 $25.5M
CCL
Carnival Corp

Consumer Cyclical
900
New
$16.43 - $28.12 $14.8K - $25.3K
900 $25.3M
STWD
Starwood Property Trust, Inc.

Real Estate
1.25K
New
$17.28 - $20.41 $21.6K - $25.6K
1.25K $25.1M
PSX
Phillips 66

Energy
210
New
$92.87 - $125.73 $19.5K - $26.4K
210 $25.1M
AVSC
American Centy ETF Tr Avantis
485
New
$42.39 - $51.76 $20.6K - $25.1K
485 $25M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
264
New
$81.46 - $94.63 $21.5K - $25K
264 $25M
Global X Fds
413
New
N/A
413 $24.9M
BSX
Boston Scientific Corp

Healthcare
227
New
$89.7 - $107.41 $20.4K - $24.4K
227 $24.4M
DOCU
Docusign, Inc.

Technology
306
New
$70.35 - $93.84 $21.5K - $28.7K
306 $23.8M
TJX
Tjx Companies Inc

Consumer Cyclical
191
New
$119.13 - $135.03 $22.8K - $25.8K
191 $23.6M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
920
New
$21.9 - $25.54 $20.1K - $23.5K
920 $23.5M
Linde PLC
50
New
N/A
50 $23.5M
F
Ford Motor CO

Consumer Cyclical
2.15K
New
$8.69 - $10.85 $18.7K - $23.3K
2.15K $23.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
171
New
$108.06 - $135.3 $18.5K - $23.1K
171 $23.1M
HOOD
Robinhood Markets, Inc.

Technology
247
New
$34.17 - $93.63 $8.44K - $23.1K
247 $23.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
245
New
$74.88 - $91.97 $18.3K - $22.5K
245 $22.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
149
New
$113.67 - $150.4 $16.9K - $22.4K
149 $22.4M
Blackrock ETF Trust Ii
419
New
N/A
419 $22.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
217
New
$100.04 - $100.54 $21.7K - $21.8K
217 $21.8M
ETN
Eaton Corp PLC

Industrials
60
New
$246.52 - $356.99 $14.8K - $21.4K
60 $21.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
242
New
$83.97 - $92.85 $20.3K - $22.5K
242 $21.4M
PULS
Pgim ETF Tr

ETFs
429
New
$49.39 - $49.76 $21.2K - $21.3K
429 $21.3M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
1.33K
New
$14.83 - $16.07 $19.8K - $21.4K
1.33K $21.1M
Wedbush Ser Tr
777
New
N/A
777 $21.1M
Spdr Series Trust
769
New
N/A
769 $20.9M
GLDM
World Gold Trust

ETFs
316
New
$58.96 - $67.97 $18.6K - $21.5K
316 $20.7M
PFE
Pfizer Inc

Healthcare
848
New
$21.59 - $24.84 $18.3K - $21.1K
848 $20.6M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
254
New
$60.22 - $80.1 $15.3K - $20.3K
254 $20.3M
EUSB
Ishares Tr Esg Advanced Total

Technology
463
New
$42.54 - $43.56 $19.7K - $20.2K
463 $20.2M
POWL
Powell Industries Inc

Industrials
95
New
$159.38 - $211.34 $15.1K - $20.1K
95 $20M
COIN
Coinbase Global, Inc.

Technology
57
New
$151.47 - $375.07 $8.63K - $21.4K
57 $20M
AMAT
Applied Materials Inc

Technology
108
New
$126.95 - $183.52 $13.7K - $19.8K
108 $19.8M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
315
New
$39.47 - $62.61 $12.4K - $19.7K
315 $19.7M
CMCSA
Comcast Corp

Communication Services
552
New
$32.84 - $36.72 $18.1K - $20.3K
552 $19.7M
UNM
Unum Group

Financial Services
241
New
$70.48 - $82.91 $17K - $20K
241 $19.5M
IAU
Ishares Gold Trust

ETFs
308
New
$56.1 - $64.74 $17.3K - $19.9K
308 $19.2M
V
Visa Inc.

Financial Services
54
New
$308.27 - $373.31 $16.6K - $20.2K
54 $19.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
229
New
$79.56 - $82.92 $18.2K - $19K
229 $19M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
254
New
$59.98 - $74.92 $15.2K - $19K
254 $18.9M
NEE
Nextera Energy Inc

Utilities
271
New
$64.11 - $75.0 $17.4K - $20.3K
271 $18.8M
C
Citigroup Inc

Financial Services
217
New
$58.13 - $85.12 $12.6K - $18.5K
217 $18.5M
DELL
Dell Technologies Inc.

Technology
150
New
$71.63 - $125.98 $10.7K - $18.9K
150 $18.4M
Ishares Ethereum Tr
953
New
N/A
953 $18.2M
XLI
Industrial Sector Spdr

ETFs
122
New
$116.42 - $147.52 $14.2K - $18K
122 $18M
SCHW
Schwab Charles Corp

Financial Services
197
New
$69.06 - $91.24 $13.6K - $18K
197 $18M
GLP
Global Partners LP

Energy
340
New
$44.91 - $56.21 $15.3K - $19.1K
340 $17.9M
UNH
Unitedhealth Group Inc

Healthcare
57
New
$274.35 - $599.47 $15.6K - $34.2K
57 $17.9M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.22K
New
$13.03 - $15.28 $15.9K - $18.6K
1.22K $17.8M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
40
New
$421.16 - $509.5 $16.8K - $20.4K
40 $17.8M
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
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