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
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
250
New
$37.32 - $42.19 $9.33K - $10.5K
250 $10.5M
SHAK
Shake Shack Inc.

Consumer Cyclical
75
New
$75.85 - $140.6 $5.69K - $10.5K
75 $10.5M
DVN
Devon Energy Corp

Energy
331
New
$26.8 - $37.92 $8.87K - $12.6K
331 $10.5M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
267
New
$30.87 - $39.17 $8.24K - $10.5K
267 $10.5M
PATH
Ui Path, Inc.

Technology
809
New
$9.79 - $13.31 $7.92K - $10.8K
809 $10.4M
OVM
Listed Fds Tr Overlay Shares M

ETFs
491
New
$20.25 - $21.38 $9.94K - $10.5K
491 $10.4M
BMY
Bristol Myers Squibb CO

Healthcare
223
New
$44.12 - $59.6 $9.84K - $13.3K
223 $10.3M
Arista Networks Inc
100
New
N/A
100 $10.2M
ROL
Rollins Inc

Consumer Cyclical
179
New
$50.65 - $58.58 $9.07K - $10.5K
179 $10.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
36
New
$248.61 - $294.96 $8.95K - $10.6K
36 $10M
AMGN
Amgen Inc

Healthcare
36
New
$262.28 - $309.85 $9.44K - $11.2K
36 $9.92M
Wisdomtree Tr
188
New
N/A
188 $9.88M
PNW
Pinnacle West Capital Corp

Utilities
110
New
$88.3 - $95.43 $9.71K - $10.5K
110 $9.84M
WEC
Wec Energy Group, Inc.

Utilities
94
New
$102.24 - $109.76 $9.61K - $10.3K
94 $9.81M
Super Micro Computer Inc
200
New
N/A
200 $9.8M
T
At&T Inc.

Communication Services
327
New
$26.33 - $28.94 $8.61K - $9.46K
327 $9.47M
UBER
Uber Technologies, Inc

Technology
100
New
$64.62 - $93.3 $6.46K - $9.33K
100 $9.33M
SBUX
Starbucks Corp

Consumer Cyclical
100
New
$79.69 - $99.41 $7.97K - $9.94K
100 $9.16M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
216
New
$35.86 - $43.98 $7.75K - $9.5K
216 $9.15M
IJK
Ishares S&P Midcap 400 Growth

ETFs
100
New
$73.7 - $90.98 $7.37K - $9.1K
100 $9.1M
First Tr Exchng Traded Fd Vi
238
New
N/A
238 $8.95M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
371
New
$20.31 - $24.1 $7.54K - $8.94K
371 $8.94M
ATAI
Atai Life Sciences N.V.

Healthcare
4.02K
New
$1.21 - $2.49 $4.86K - $10K
4.02K $8.8M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
176
New
$25.35 - $64.65 $4.46K - $11.4K
176 $8.77M
DG
Dollar General Corp

Consumer Defensive
75
New
$86.02 - $114.95 $6.45K - $8.62K
75 $8.58M
CME
Cme Group Inc.

Financial Services
31
New
$252.37 - $290.71 $7.82K - $9.01K
31 $8.54M
NRZ
New Residential Investment Corp.

Real Estate
752
New
N/A
752 $8.49M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
300
New
$22.92 - $28.05 $6.88K - $8.42K
300 $8.42M
REET
Ishares Global Reit ETF

ETFs
334
New
$21.59 - $25.16 $7.21K - $8.4K
334 $8.25M
EPD
Enterprise Products Partners L.P.

Energy
264
New
$28.95 - $34.22 $7.64K - $9.03K
264 $8.19M
VBR
Vanguard Small Cap Value ETF

ETFs
41
New
$162.76 - $195.77 $6.67K - $8.03K
41 $8M
APLD
Applied Blockchain, Inc.

Financial Services
793
New
$3.53 - $13.86 $2.8K - $11K
793 $7.99M
VICI
Vici Properties Inc.

Real Estate
243
New
$29.41 - $32.97 $7.15K - $8.01K
243 $7.92M
SYM
Symbotic Inc.

Financial Services
200
New
$17.5 - $38.85 $3.5K - $7.77K
200 $7.77M
PRU
Prudential Financial Inc

Financial Services
71
New
$95.12 - $112.71 $6.75K - $8K
71 $7.63M
VTWO
Vanguard Russell 2000 ETF

ETFs
87
New
$70.56 - $87.22 $6.14K - $7.59K
87 $7.59M
Oddity Tech LTD
100
New
N/A
100 $7.55M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
99
New
$72.12 - $76.23 $7.14K - $7.55K
99 $7.51M
USB
Us Bancorp \De\

Financial Services
165
New
$36.4 - $45.76 $6.01K - $7.55K
165 $7.47M
MMM
3 M CO

Industrials
48
New
$126.09 - $154.15 $6.05K - $7.4K
48 $7.38M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
648
New
$10.35 - $11.31 $6.71K - $7.33K
648 $7.33M
BLOK
Amplify ETF Tr Trnsformational

ETFs
126
New
$32.56 - $57.11 $4.1K - $7.2K
126 $7.2M
MCHP
Microchip Technology Inc

Technology
102
New
$35.34 - $71.6 $3.6K - $7.3K
102 $7.18M
ADP
Automatic Data Processing Inc

Industrials
23
New
$276.76 - $326.81 $6.37K - $7.52K
23 $7.08M
AVDV
American Centy ETF Tr Avantis

ETFs
89
New
$61.76 - $79.32 $5.5K - $7.06K
89 $7.06M
CRSP
Crispr Therapeutics Ag

Healthcare
144
New
$31.27 - $48.64 $4.5K - $7K
144 $7M
IWD
Ishares Russell 1000 Val ETF

ETFs
36
New
$166.82 - $194.23 $6.01K - $6.99K
36 $6.99M
Core Natural Resources Inc
100
New
N/A
100 $6.97M
ET
Energy Transfer LP

Energy
384
New
$15.65 - $18.93 $6.01K - $7.27K
384 $6.96M
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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