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
CELH
Celsius Holdings, Inc.

Consumer Defensive
150
New
$33.89 - $46.39 $5.08K - $6.96K
150 $6.96M
Nano Nuclear Energy Inc
200
New
N/A
200 $6.9M
Siriusxm Holdings Inc
299
New
N/A
299 $6.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
62
New
$90.56 - $109.49 $5.61K - $6.79K
62 $6.78M
XMTR
Xometry, Inc.

Industrials
200
New
$19.34 - $36.75 $3.87K - $7.35K
200 $6.76M
NFLX
Netflix Inc

Communication Services
5
New
$855.86 - $1339.13 $4.28K - $6.7K
5 $6.7M
CCI
Crown Castle International Corp

Real Estate
65
New
$94.83 - $107.06 $6.16K - $6.96K
65 $6.68M
IXUS
Ishares Tr

ETFs
86
New
$62.37 - $77.63 $5.36K - $6.68K
86 $6.65M
VBK
Vanguard Small Cap Growth ETF

ETFs
24
New
$219.76 - $276.94 $5.27K - $6.65K
24 $6.65M
CAT
Caterpillar Inc

Industrials
17
New
$273.94 - $388.21 $4.66K - $6.6K
17 $6.6M
TXN
Texas Instruments Inc

Technology
31
New
N/A
31 $6.44M
DKNG
Draft Kings Inc.

Consumer Cyclical
150
New
$31.67 - $42.89 $4.75K - $6.43K
150 $6.43M
VRT
Vertiv Holdings CO

Industrials
50
New
N/A
50 $6.42M
Gsk PLC
167
New
N/A
167 $6.41M
ESTA
Establishment Labs Holdings Inc.

Healthcare
150
New
$27.31 - $42.71 $4.1K - $6.41K
150 $6.41M
Te Connectivity PLC
37
New
N/A
37 $6.24M
D
Dominion Energy, Inc

Utilities
110
New
$49.66 - $58.0 $5.46K - $6.38K
110 $6.22M
RFCI
Alps ETF Tr Riverfront Dynamic

ETFs
275
New
$22.04 - $22.62 $6.06K - $6.22K
275 $6.21M
PBW
Invesco Exchange Traded Fd Tr

ETFs
311
New
$13.42 - $20.22 $4.17K - $6.29K
311 $6.2M
ADSK
Autodesk, Inc.

Technology
20
New
N/A
20 $6.19M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
130
New
$44.37 - $50.04 $5.77K - $6.51K
130 $6.18M
TROW
Price T Rowe Group Inc

Financial Services
64
New
$80.27 - $98.06 $5.14K - $6.28K
64 $6.18M
PG
Procter & Gamble CO

Consumer Defensive
39
New
$157.66 - $172.39 $6.15K - $6.72K
39 $6.14M
O
Realty Income Corp

Real Estate
106
New
$52.27 - $58.52 $5.54K - $6.2K
106 $6.11M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
300
New
$15.5 - $20.28 $4.65K - $6.08K
300 $6.08M
EXC
Exelon Corp

Utilities
137
New
$42.2 - $47.37 $5.78K - $6.49K
137 $5.95M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
240
New
$24.14 - $25.43 $5.79K - $6.1K
240 $5.95M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
139
New
$37.18 - $42.55 $5.17K - $5.91K
139 $5.91M
ARKW
Ark Next Generation Internet E

ETFs
40
New
$82.77 - $147.9 $3.31K - $5.92K
40 $5.91M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
239
New
$16.58 - $24.56 $3.96K - $5.87K
239 $5.87M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
162
New
$28.33 - $36.72 $4.59K - $5.95K
162 $5.86M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
54
New
$86.05 - $107.7 $4.65K - $5.82K
54 $5.82M
LUV
Southwest Airlines CO

Industrials
179
New
$24.04 - $34.36 $4.3K - $6.15K
179 $5.81M
CB
Chubb LTD

Financial Services
20
New
$274.32 - $302.46 $5.49K - $6.05K
20 $5.79M
SGOL
Abrdn Gold ETF Trust

ETFs
183
New
$28.39 - $32.75 $5.2K - $5.99K
183 $5.77M
IDU
Ishares Tr U S Utils ETF

ETFs
55
New
$93.98 - $106.11 $5.17K - $5.84K
55 $5.75M
HUBB
Hubbell Inc

Industrials
14
New
$315.94 - $408.41 $4.42K - $5.72K
14 $5.72M
DOV
Dover Corp

Industrials
31
New
$151.14 - $186.7 $4.69K - $5.79K
31 $5.7M
EMLP
First Tr Exchange Traded Iv

ETFs
150
New
$33.62 - $37.89 $5.04K - $5.68K
150 $5.63M
VONG
Vanguard Russell 1000 Growth E

ETFs
50
New
$82.51 - $109.2 $4.13K - $5.46K
50 $5.46M
Nextracker Inc
100
New
N/A
100 $5.44M
SNY
Sanofi

Healthcare
110
New
$47.62 - $55.44 $5.24K - $6.1K
110 $5.31M
THC
Tenet Healthcare Corp

Healthcare
30
New
$110.41 - $176.0 $3.31K - $5.28K
30 $5.28M
BBY
Best Buy CO Inc

Consumer Cyclical
77
New
$56.17 - $75.73 $4.33K - $5.83K
77 $5.17M
GE
General Electric CO

Industrials
20
New
$166.81 - $257.39 $3.34K - $5.15K
20 $5.15M
CTSH
Cognizant Technology Solutions Corp

Technology
66
New
$66.47 - $81.81 $4.39K - $5.4K
66 $5.14M
XEL
Xcel Energy Inc

Utilities
75
New
$65.65 - $72.39 $4.92K - $5.43K
75 $5.11M
GNOM
Global X Fds Genomics & Biotec

ETFs
596
New
$6.97 - $8.49 $4.15K - $5.06K
596 $5.02M
Innovator Etfs Trust
200
New
N/A
200 $4.97M
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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