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
MRVL
Marvell Technology, Inc.

Technology
225
New
$49.38 - $79.97 $11.1K - $18K
225 $17.4M
LTC
Ltc Properties Inc

Real Estate
500
New
$32.83 - $36.24 $16.4K - $18.1K
500 $17.3M
USAU
U.S. Gold Corp.

Basic Materials
1.4K
New
$7.91 - $14.11 $11.1K - $19.8K
1.4K $17.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
42
New
$390.26 - $489.06 $16.4K - $20.5K
42 $17.1M
MLM
Martin Marietta Materials Inc

Basic Materials
31
New
$452.51 - $568.19 $14K - $17.6K
31 $16.9M
ITB
Ishares Tr

ETFs
181
New
$85.52 - $96.61 $15.5K - $17.5K
181 $16.9M
RFFC
Alps ETF Tr Riverfront Dynamic

ETFs
276
New
$49.72 - $60.14 $13.7K - $16.6K
276 $16.6M
MDT
Medtronic PLC

Healthcare
187
New
$80.68 - $88.86 $15.1K - $16.6K
187 $16.3M
JNK
Spdr Bloomberg High Yield Bond

ETFs
167
New
$91.23 - $97.27 $15.2K - $16.2K
167 $16.2M
GDV
Gabelli Dividend & Income Trust

Financial Services
623
New
$21.11 - $26.01 $13.2K - $16.2K
623 $16.2M
SAR
Saratoga Investment Corp.

Financial Services
645
New
$21.46 - $25.35 $13.8K - $16.4K
645 $16M
WM
Waste Management Inc

Industrials
69
New
$216.47 - $242.1 $14.9K - $16.7K
69 $15.8M
DIS
Walt Disney CO

Communication Services
127
New
$81.72 - $124.01 $10.4K - $15.7K
127 $15.8M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
670
New
$20.85 - $24.04 $14K - $16.1K
670 $15.7M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
224
New
$66.5 - $71.25 $14.9K - $16K
224 $15.6M
AVEM
American Centy ETF Tr Avantis

ETFs
227
New
$53.08 - $68.54 $12K - $15.6K
227 $15.6M
AJG
Arthur J. Gallagher & Co.

Financial Services
48
New
$310.86 - $348.77 $14.9K - $16.7K
48 $15.4M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
806
New
$17.7 - $20.39 $14.3K - $16.4K
806 $14.8M
INTU
Intuit Inc

Technology
19
New
$544.07 - $787.63 $10.3K - $15K
19 $14.8M
DAL
Delta Air Lines, Inc.

Industrials
297
New
$35.88 - $52.99 $10.7K - $15.7K
297 $14.6M
PANW
Palo Alto Networks Inc

Technology
70
New
$152.44 - $204.64 $10.7K - $14.3K
70 $14.3M
UNP
Union Pacific Corp

Industrials
62
New
$208.27 - $238.46 $12.9K - $14.8K
62 $14.3M
ALC
Alcon Inc

Healthcare
160
New
$82.88 - $98.3 $13.3K - $15.7K
160 $14.1M
AR
Antero Resources Corp

Energy
350
New
$31.92 - $43.78 $11.2K - $15.3K
350 $14.1M
ARCC
Ares Capital Corp

Financial Services
599
New
$18.91 - $22.43 $11.3K - $13.4K
599 $13.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
456
New
$23.55 - $27.67 $10.7K - $12.6K
456 $12.6M
HBT
Hbt Financial, Inc.

Financial Services
500
New
$20.78 - $25.3 $10.4K - $12.7K
500 $12.6M
OMF
One Main Holdings, Inc.

Financial Services
212
New
$40.42 - $57.0 $8.57K - $12.1K
212 $12.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
221
New
$45.88 - $54.4 $10.1K - $12K
221 $12M
SOXX
Ishares Semiconductor ETF

ETFs
50
New
$154.86 - $239.07 $7.74K - $12K
50 $11.9M
Rlj Lodging Tr
500
New
N/A
500 $11.8M
MARA
Marathon Digital Holdings, Inc.

Financial Services
750
New
N/A
750 $11.8M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
102
New
$95.74 - $115.54 $9.77K - $11.8K
102 $11.7M
LCTD
Blackrock ETF World Ex Us Carb
229
New
N/A
229 $11.6M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
172
New
$48.48 - $67.3 $8.34K - $11.6K
172 $11.6M
SHOP
Shopify Inc.

Technology
100
New
$76.89 - $115.35 $7.69K - $11.5K
100 $11.5M
RTX
Raytheon Technologies Corp

Industrials
78
New
$113.75 - $148.48 $8.87K - $11.6K
78 $11.4M
RFEM
First Trust Iii Riverfront Dyn

ETFs
159
New
$57.85 - $71.43 $9.2K - $11.4K
159 $11.4M
KO
Coca Cola CO

Consumer Defensive
160
New
$68.37 - $73.9 $10.9K - $11.8K
160 $11.3M
IX
Orix Corp

Financial Services
500
New
$18.25 - $22.52 $9.13K - $11.3K
500 $11.3M
Monogram Technologies Inc
3.9K
New
N/A
3.9K $11.3M
ACHR
Archer Aviation Inc.

Industrials
1.03K
New
$6.2 - $13.3 $6.37K - $13.7K
1.03K $11.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
363
New
$29.0 - $30.68 $10.5K - $11.1K
363 $11.1M
LOW
Lowes Companies Inc

Consumer Cyclical
50
New
$210.83 - $235.28 $10.5K - $11.8K
50 $11.1M
CLSK
Cleanspark, Inc.

Technology
1K
New
$6.74 - $11.03 $6.74K - $11K
1K $11M
GLW
Corning Inc

Technology
206
New
$39.07 - $52.59 $8.05K - $10.8K
206 $10.8M
AEP
American Electric Power CO Inc

Utilities
104
New
$98.59 - $109.11 $10.3K - $11.3K
104 $10.8M
Volatility Shs Tr
720
New
N/A
720 $10.8M
GILD
Gilead Sciences, Inc.

Healthcare
96
New
$96.91 - $113.0 $9.3K - $10.8K
96 $10.7M
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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