Evolution Wealth Advisors, LLC Buys PowerShares QQQ Trust Ser 1, Amazon.com Inc, Gol Intelligent Airlines Inc, Sells Tesla Inc, SPDR S&P 500, SPDR Select Sector Fund - Consumer Discretionary

Author's Avatar
Apr 22, 2020
Article's Main Image
Investment company Evolution Wealth Advisors, LLC (Current Portfolio) buys PowerShares QQQ Trust Ser 1, Amazon.com Inc, Gol Intelligent Airlines Inc, Vanguard Intermediate-Term Corporate Bond ETF, Direxion Daily Brazil Bull 2X Shares, sells Tesla Inc, SPDR S&P 500, SPDR Select Sector Fund - Consumer Discretionary, SPDR Select Sector Fund - Financial, Vanguard Value during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Evolution Wealth Advisors, LLC. As of 2020Q1, Evolution Wealth Advisors, LLC owns 294 stocks with a total value of $244 million. These are the details of the buys and sells.

For the details of Evolution Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/evolution+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Evolution Wealth Advisors, LLC
  1. SPDR Select Sector Fund - Technology (XLK) - 383,359 shares, 12.61% of the total portfolio. Shares added by 15.71%
  2. SPDR Gold Trust (GLD) - 124,978 shares, 7.57% of the total portfolio. Shares added by 18.11%
  3. SPDR S&P 500 (SPY) - 66,017 shares, 6.97% of the total portfolio. Shares reduced by 43.9%
  4. SPDR Select Sector Fund - Health Care (XLV) - 179,450 shares, 6.51% of the total portfolio. Shares reduced by 11.38%
  5. iShares TIPS Bond (TIP) - 109,552 shares, 5.29% of the total portfolio. Shares reduced by 0.63%
New Purchase: Gol Intelligent Airlines Inc (GOL)

Evolution Wealth Advisors, LLC initiated holding in Gol Intelligent Airlines Inc. The purchase prices were between $2.14 and $18.68, with an estimated average price of $12.93. The stock is now traded at around $4.36. The impact to a portfolio due to this purchase was 1.51%. The holding were 862,500 shares as of .

New Purchase: VelocityShares Daily 2x VIX Short-Term ETN (TVIX)

Evolution Wealth Advisors, LLC initiated holding in VelocityShares Daily 2x VIX Short-Term ETN. The purchase prices were between $38.56 and $806.36, with an estimated average price of $145.91. The stock is now traded at around $265.02. The impact to a portfolio due to this purchase was 1.07%. The holding were 8,350 shares as of .

New Purchase: Vanguard Total Stock Market (VTI)

Evolution Wealth Advisors, LLC initiated holding in Vanguard Total Stock Market. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $139.14. The impact to a portfolio due to this purchase was 0.24%. The holding were 4,470 shares as of .

New Purchase: iShares S&P 500 Growth (IVW)

Evolution Wealth Advisors, LLC initiated holding in iShares S&P 500 Growth. The purchase prices were between $144.1 and $209.91, with an estimated average price of $188.59. The stock is now traded at around $180.44. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,824 shares as of .

New Purchase: ProShares Ultra S&P500 (SSO)

Evolution Wealth Advisors, LLC initiated holding in ProShares Ultra S&P500. The purchase prices were between $67.38 and $165.72, with an estimated average price of $137.28. The stock is now traded at around $102.59. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,883 shares as of .

New Purchase: Vanguard Div Appreciation (VIG)

Evolution Wealth Advisors, LLC initiated holding in Vanguard Div Appreciation. The purchase prices were between $89.24 and $130.69, with an estimated average price of $120.14. The stock is now traded at around $110.99. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,430 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Evolution Wealth Advisors, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 149.95%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $210.14. The impact to a portfolio due to this purchase was 2.54%. The holding were 54,454 shares as of .

Added: Amazon.com Inc (AMZN)

Evolution Wealth Advisors, LLC added to a holding in Amazon.com Inc by 198.55%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2369.80. The impact to a portfolio due to this purchase was 2.07%. The holding were 3,914 shares as of .

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Evolution Wealth Advisors, LLC added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 197.61%. The purchase prices were between $79.78 and $94.82, with an estimated average price of $91.21. The stock is now traded at around $90.61. The impact to a portfolio due to this purchase was 1.39%. The holding were 58,713 shares as of .

Added: Direxion Daily Brazil Bull 2X Shares (BRZU)

Evolution Wealth Advisors, LLC added to a holding in Direxion Daily Brazil Bull 2X Shares by 169.89%. The purchase prices were between $1.16 and $40.86, with an estimated average price of $22.75. The stock is now traded at around $1.68. The impact to a portfolio due to this purchase was 1.33%. The holding were 3,405,627 shares as of .

Added: Citigroup Inc (C)

Evolution Wealth Advisors, LLC added to a holding in Citigroup Inc by 4015.56%. The purchase prices were between $35.39 and $81.91, with an estimated average price of $67.72. The stock is now traded at around $42.05. The impact to a portfolio due to this purchase was 0.89%. The holding were 52,885 shares as of .

Added: Morgan Stanley (MS)

Evolution Wealth Advisors, LLC added to a holding in Morgan Stanley by 25778.86%. The purchase prices were between $27.81 and $57.51, with an estimated average price of $47.45. The stock is now traded at around $37.75. The impact to a portfolio due to this purchase was 0.89%. The holding were 63,662 shares as of .

Sold Out: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Evolution Wealth Advisors, LLC sold out a holding in SPDR Select Sector Fund - Consumer Discretionary. The sale prices were between $87.45 and $132.32, with an estimated average price of $119.04.

Sold Out: Albemarle Corp (ALB)

Evolution Wealth Advisors, LLC sold out a holding in Albemarle Corp. The sale prices were between $50.9 and $94.31, with an estimated average price of $76.85.

Sold Out: iShares Inc MSCI Brazil (EWZ)

Evolution Wealth Advisors, LLC sold out a holding in iShares Inc MSCI Brazil. The sale prices were between $20.82 and $48.41, with an estimated average price of $38.64.

Sold Out: SPDR Bloomberg Barclays High Yield Bond (JNK)

Evolution Wealth Advisors, LLC sold out a holding in SPDR Bloomberg Barclays High Yield Bond. The sale prices were between $84.16 and $109.15, with an estimated average price of $103.98.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Evolution Wealth Advisors, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $110.32 and $121.34, with an estimated average price of $114.82.

Sold Out: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

Evolution Wealth Advisors, LLC sold out a holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa. The sale prices were between $43.92 and $49.69, with an estimated average price of $48.97.

Reduced: Tesla Inc (TSLA)

Evolution Wealth Advisors, LLC reduced to a holding in Tesla Inc by 99.98%. The sale prices were between $361.22 and $917.42, with an estimated average price of $619.73. The stock is now traded at around $700.55. The impact to a portfolio due to this sale was -12.42%. Evolution Wealth Advisors, LLC still held 20 shares as of .

Reduced: SPDR S&P 500 (SPY)

Evolution Wealth Advisors, LLC reduced to a holding in SPDR S&P 500 by 43.9%. The sale prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $278.52. The impact to a portfolio due to this sale was -4.21%. Evolution Wealth Advisors, LLC still held 66,017 shares as of .

Reduced: SPDR Select Sector Fund - Financial (XLF)

Evolution Wealth Advisors, LLC reduced to a holding in SPDR Select Sector Fund - Financial by 97.85%. The sale prices were between $17.66 and $31.17, with an estimated average price of $27.83. The stock is now traded at around $21.51. The impact to a portfolio due to this sale was -2%. Evolution Wealth Advisors, LLC still held 5,627 shares as of .

Reduced: Vanguard Value (VTV)

Evolution Wealth Advisors, LLC reduced to a holding in Vanguard Value by 30.67%. The sale prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $95.01. The impact to a portfolio due to this sale was -1.17%. Evolution Wealth Advisors, LLC still held 87,326 shares as of .



Here is the complete portfolio of Evolution Wealth Advisors, LLC. Also check out:

1. Evolution Wealth Advisors, LLC's Undervalued Stocks
2. Evolution Wealth Advisors, LLC's Top Growth Companies, and
3. Evolution Wealth Advisors, LLC's High Yield stocks
4. Stocks that Evolution Wealth Advisors, LLC keeps buying