EW
| |
Evolution Wealth Advisors, LLC13F | |
| Evolution Wealth Advisors, LLC | |
| Last update 2025-05-09 | 149 Stocks (15 new) |
| Value $599.00 Mil | Turnover 8 % |
Evolution Wealth Advisors, LLC... Top Holdings of 2025-03-31
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| 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 | +16.39% | +8.89% | 654,583.2 | ||
XLK | Technology Select Sector SPDR ETF | 254,796 | 52,610.8 | -1.49% | 8.780 | -0.15% | 0.080 | +27.24% | +12.42% | 83,058.2 | ||
XLF | Financial Select Sector SPDR | 607,251 | 30,247.1 | -0.17% | 5.050 | -0.01% | 0.060 | +9.99% | +9.81% | 52,098.6 | ||
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 | +21.35% | +14.08% | 9,124.4 | ||
AMZN | Amazon.com Inc | 103,921 | 19,771.9 | +2.58% | 3.300 | +0.08% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
GLD | SPDR Gold Shares ETF | 67,602 | 19,478.8 | +17.49% | 3.250 | +0.48% | 0.020 | +0.71% | +28.14% | 102,170.3 | ||
XLV | Health Care Select Sector SPDR | 125,990 | 18,395.8 | +58.03% | 3.070 | +1.13% | 0.050 | -1.19% | -1.32% | 33,541.6 | ||
QQQ | INVESCO QQQ Trust | 39,017 | 18,296.0 | +9.76% | 3.050 | +0.27% | 0.010 | +20.90% | +10.52% | 360,250.4 | ||
AAPL | Apple Inc | 51,434 | 11,425.0 | +46.58% | 1.910 | +0.61% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
VRP | Invesco Variable Rate Preferred ETF | 450,915 | 10,930.2 | -2.11% | 1.820 | -0.04% | 0.530 | +1.83% | +1.03% | 2,140.9 |
Evolution Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Evolution Wealth Advisors, LLC's Top Stock Picks
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| 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 | $135.76 | -6.55% | 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 | $84.30 | 7.88% | 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 | $26.51 | 1.61% | 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 | $223.55 | 3.06% | Reduce -41.3% | 25,116 | -17,669 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.61% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | 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 | $267.70 | -13.93% | New holding | 12,410 | 12,410 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Add Add | +0.48% | 243.19 ($264.45) 288.14 | $310.27 | 17.33% | Add 17.49% | 67,602 | 10,062 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.41% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | 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 | $634.42 | 7.93% | Add 1.71% | 252,349 | 4,237 | |
IBB | iShares Biotechnology ETF | 2025-03-31 | Reduce Reduce | -0.39% | 127.9 ($135.6) 142.33 | $135.43 | -0.13% | Reduce -75.71% | 5,753 | -17,935 |
Evolution Wealth Advisors, LLC Total Holding History ($B)
Evolution Wealth Advisors, LLC's Asset Allocation
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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Evolution Wealth Advisors, LLC's Holdings Bubble Chart
Evolution Wealth Advisors, LLC News
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