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Evolution Wealth Advisors, LLC

13F
Evolution Wealth Advisors, LLC
Last update 2025-05-09 149 Stocks (15 new)
Value $599.00 Mil Turnover 8 %
Countries:
Evolution Wealth Advisors, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
252,349
141,161.2
+1.71%
23.570
+0.40%
0.020
+22.72%
+7.92%
648,753.6
 
XLK
Technology Select Sector SPDR ETF
254,796
52,610.8
-1.49%
8.780
-0.15%
0.080
+39.27%
+12.73%
83,007.4
 
XLF
Financial Select Sector SPDR
607,251
30,247.1
-0.17%
5.050
-0.01%
0.060
+15.16%
+9.17%
51,431.0
 
PAVE
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
760,546
28,695.4
-1.34%
4.790
-0.07%
0.390
+28.20%
+11.99%
8,934.4
 
AMZN
Amazon.com Inc
103,921
19,771.9
+2.58%
3.300
+0.08%
0.000
+37.04%
+4.52%
2,434,329.6
Retail - Cyclical
GLD
SPDR Gold Shares ETF
67,602
19,478.8
+17.49%
3.250
+0.48%
0.020
-0.78%
+29.32%
103,112.1
 
XLV
Health Care Select Sector SPDR
125,990
18,395.8
+58.03%
3.070
+1.13%
0.050
-0.64%
-3.89%
32,387.8
 
QQQ
INVESCO QQQ Trust
39,017
18,296.0
+9.76%
3.050
+0.27%
0.010
+30.41%
+10.64%
359,714.8
 
AAPL
Apple Inc
51,434
11,425.0
+46.58%
1.910
+0.61%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
VRP
Invesco Variable Rate Preferred ETF
450,915
10,930.2
-2.11%
1.820
-0.04%
0.530
+3.86%
+4.04%
2,136.6
 

Evolution Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Evolution Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLV
Health Care Select Sector SPDR
2025-03-31
Add
Add
+1.13%
137.61 ($145.27) 149.68
$131.09
-9.76%
Add 58.03%
125,990
46,265
XLU
Utilities Select Sector SPDR ETF
2025-03-31
New Buy
New Buy
+1.07%
74.7 ($78.14) 80.27
$84.02
7.52%
New holding
81,369
81,369
COMT
iShares Commodities Select Strategy ETF
iShares Commodities Select Strategy ETF
2025-03-31
Reduce
Reduce
-0.72%
25.34 ($26.09) 26.96
$26.44
1.34%
Reduce -50.78%
165,334
-170,550
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-0.65%
198.1 ($216.92) 229.79
$221.43
2.08%
Reduce -41.3%
25,116
-17,669
AAPL
Apple Inc
2025-03-31
Add
Add
+0.61%
209.68 ($231.67) 247.1
$212.48
-8.28%
Add 46.58%
51,434
16,345
CRM
Salesforce Inc
2025-03-31
New Buy
New Buy
+0.56%
268.36 ($311.03) 359.95
$262.28
-15.67%
New holding
12,410
12,410
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.48%
243.19 ($264.45) 288.14
$313.13
18.41%
Add 17.49%
67,602
10,062
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.41%
375.39 ($407.71) 447.2
$510.06
25.10%
Add 57.59%
18,027
6,588
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.40%
551.42 ($587.78) 612.93
$628.77
6.97%
Add 1.71%
252,349
4,237
IBB
iShares Biotechnology ETF
2025-03-31
Reduce
Reduce
-0.39%
127.9 ($135.6) 142.33
$129.13
-4.77%
Reduce -75.71%
5,753
-17,935

Evolution Wealth Advisors, LLC Total Holding History ($B)

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Evolution Wealth Advisors, LLC's Asset Allocation

To

Evolution Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Evolution Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Evolution Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Evolution Wealth Advisors, LLC's Holdings Heat Map

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