Evolution Wealth Advisors, LLC Buys VANGUARD INDEX FDS, ISHARES TRUST, Equinox Gold Corp, Sells Petroleo Brasileiro SA Petrobras, SELECT SECTOR SPDR, SELECT SECTOR SPDR

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Investment company Evolution Wealth Advisors, LLC (Current Portfolio) buys VANGUARD INDEX FDS, ISHARES TRUST, Equinox Gold Corp, SSGA SPDR S&P 500, Agnico Eagle Mines, sells Petroleo Brasileiro SA Petrobras, SELECT SECTOR SPDR, SELECT SECTOR SPDR, VANGUARD BD IDX FD, The Walt Disney Co during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Evolution Wealth Advisors, LLC. As of 2020Q3, Evolution Wealth Advisors, LLC owns 581 stocks with a total value of $355 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. SELECT SECTOR SPDR (XLK) - 300,002 shares, 9.87% of the total portfolio. Shares reduced by 20.47%
  2. SSGA SPDR S&P 500 (SPY) - 80,990 shares, 7.65% of the total portfolio. Shares added by 47.86%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 78,783 shares, 6.17% of the total portfolio. Shares added by 49.28%
  4. SPDR GOLD TRUST (GLD) - 112,402 shares, 5.61% of the total portfolio. Shares reduced by 4.03%
  5. SELECT SECTOR SPDR (XLV) - 128,951 shares, 3.84% of the total portfolio. Shares reduced by 11.18%
New Purchase: VANGUARD INDEX FDS (VB)

Evolution Wealth Advisors, LLC initiated holding in VANGUARD INDEX FDS. The purchase prices were between $143.34 and $162.04, with an estimated average price of $153.52. The stock is now traded at around $166.10. The impact to a portfolio due to this purchase was 3.28%. The holding were 75,539 shares as of .

New Purchase: ISHARES TRUST (HEZU)

Evolution Wealth Advisors, LLC initiated holding in ISHARES TRUST. The purchase prices were between $27.41 and $29.23, with an estimated average price of $28.46. The stock is now traded at around $28.50. The impact to a portfolio due to this purchase was 3.05%. The holding were 387,812 shares as of .

New Purchase: Equinox Gold Corp (EQX)

Evolution Wealth Advisors, LLC initiated holding in Equinox Gold Corp. The purchase prices were between $10.79 and $13.36, with an estimated average price of $12.02. The stock is now traded at around $12.88. The impact to a portfolio due to this purchase was 2.71%. The holding were 823,100 shares as of .

New Purchase: Agnico Eagle Mines Ltd (AEM)

Evolution Wealth Advisors, LLC initiated holding in Agnico Eagle Mines Ltd. The purchase prices were between $62.34 and $86.47, with an estimated average price of $76.27. The stock is now traded at around $82.86. The impact to a portfolio due to this purchase was 2.35%. The holding were 104,475 shares as of .

New Purchase: Franco-Nevada Corp (FNV)

Evolution Wealth Advisors, LLC initiated holding in Franco-Nevada Corp. The purchase prices were between $135.81 and $163.4, with an estimated average price of $148.35. The stock is now traded at around $140.43. The impact to a portfolio due to this purchase was 2.23%. The holding were 56,720 shares as of .

New Purchase: Barrick Gold Corp (GOLD)

Evolution Wealth Advisors, LLC initiated holding in Barrick Gold Corp. The purchase prices were between $26.13 and $30.46, with an estimated average price of $28.46. The stock is now traded at around $27.75. The impact to a portfolio due to this purchase was 1.35%. The holding were 170,250 shares as of .

Added: SSGA SPDR S&P 500 (SPY)

Evolution Wealth Advisors, LLC added to a holding in SSGA SPDR S&P 500 by 47.86%. The purchase prices were between $310.52 and $357.7, with an estimated average price of $331.29. The stock is now traded at around $347.50. The impact to a portfolio due to this purchase was 2.48%. The holding were 80,990 shares as of .

Added: Newmont Corp (NEM)

Evolution Wealth Advisors, LLC added to a holding in Newmont Corp by 93455.88%. The purchase prices were between $59.54 and $70.37, with an estimated average price of $65.13. The stock is now traded at around $63.00. The impact to a portfolio due to this purchase was 2.28%. The holding were 127,236 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 49.28%. The purchase prices were between $250.49 and $302.76, with an estimated average price of $271.11. The stock is now traded at around $290.10. The impact to a portfolio due to this purchase was 2.04%. The holding were 78,783 shares as of .

Added: ISHARES TRUST (ITA)

Evolution Wealth Advisors, LLC added to a holding in ISHARES TRUST by 27.10%. The purchase prices were between $154.23 and $171.7, with an estimated average price of $163.53. The stock is now traded at around $164.34. The impact to a portfolio due to this purchase was 0.55%. The holding were 57,480 shares as of .

Added: VANGUARD INDEX FDS (VTV)

Evolution Wealth Advisors, LLC added to a holding in VANGUARD INDEX FDS by 31.56%. The purchase prices were between $98.37 and $109.49, with an estimated average price of $104.76. The stock is now traded at around $108.06. The impact to a portfolio due to this purchase was 0.52%. The holding were 74,047 shares as of .

Added: Myovant Sciences Ltd (MYOV)

Evolution Wealth Advisors, LLC added to a holding in Myovant Sciences Ltd by 9141.11%. The purchase prices were between $14.05 and $22.6, with an estimated average price of $18.64. The stock is now traded at around $16.22. The impact to a portfolio due to this purchase was 0.28%. The holding were 71,711 shares as of .

Sold Out: Euronav NV (EURN)

Evolution Wealth Advisors, LLC sold out a holding in Euronav NV. The sale prices were between $8.15 and $10.31, with an estimated average price of $9.29.

Sold Out: DHT Holdings Inc (DHT)

Evolution Wealth Advisors, LLC sold out a holding in DHT Holdings Inc. The sale prices were between $5.02 and $6.25, with an estimated average price of $5.51.

Sold Out: Teekay Tankers Ltd (TNK)

Evolution Wealth Advisors, LLC sold out a holding in Teekay Tankers Ltd. The sale prices were between $10.4 and $15.9, with an estimated average price of $13.08.

Sold Out: Scorpio Tankers Inc (STNG)

Evolution Wealth Advisors, LLC sold out a holding in Scorpio Tankers Inc. The sale prices were between $10.72 and $13.9, with an estimated average price of $12.56.

Sold Out: Bill.com Holdings Inc (BILL)

Evolution Wealth Advisors, LLC sold out a holding in Bill.com Holdings Inc. The sale prices were between $81.52 and $106.06, with an estimated average price of $90.9.

Sold Out: Ceridian HCM Holding Inc (CDAY)

Evolution Wealth Advisors, LLC sold out a holding in Ceridian HCM Holding Inc. The sale prices were between $69.25 and $85.34, with an estimated average price of $78.23.

Reduced: Petroleo Brasileiro SA Petrobras (PBR)

Evolution Wealth Advisors, LLC reduced to a holding in Petroleo Brasileiro SA Petrobras by 99.64%. The sale prices were between $6.99 and $9.3, with an estimated average price of $8.5. The stock is now traded at around $7.01. The impact to a portfolio due to this sale was -10.34%. Evolution Wealth Advisors, LLC still held 13,783 shares as of .

Reduced: SELECT SECTOR SPDR (XLK)

Evolution Wealth Advisors, LLC reduced to a holding in SELECT SECTOR SPDR by 20.47%. The sale prices were between $104.66 and $127.03, with an estimated average price of $112.96. The stock is now traded at around $121.47. The impact to a portfolio due to this sale was -2.67%. Evolution Wealth Advisors, LLC still held 300,002 shares as of .

Reduced: SELECT SECTOR SPDR (XLP)

Evolution Wealth Advisors, LLC reduced to a holding in SELECT SECTOR SPDR by 54.1%. The sale prices were between $58.69 and $66.84, with an estimated average price of $63.12. The stock is now traded at around $66.15. The impact to a portfolio due to this sale was -2.06%. Evolution Wealth Advisors, LLC still held 90,412 shares as of .

Reduced: VANGUARD BD IDX FD (BSV)

Evolution Wealth Advisors, LLC reduced to a holding in VANGUARD BD IDX FD by 53.27%. The sale prices were between $82.68 and $82.98, with an estimated average price of $82.86. The stock is now traded at around $82.93. The impact to a portfolio due to this sale was -2%. Evolution Wealth Advisors, LLC still held 63,999 shares as of .

Reduced: The Walt Disney Co (DIS)

Evolution Wealth Advisors, LLC reduced to a holding in The Walt Disney Co by 61.94%. The sale prices were between $112.18 and $135.54, with an estimated average price of $124.91. The stock is now traded at around $127.36. The impact to a portfolio due to this sale was -0.56%. Evolution Wealth Advisors, LLC still held 9,411 shares as of .

Reduced: VANGUARD WORLD FDS (VDE)

Evolution Wealth Advisors, LLC reduced to a holding in VANGUARD WORLD FDS by 50.7%. The sale prices were between $40.31 and $52.03, with an estimated average price of $47.58. The stock is now traded at around $41.87. The impact to a portfolio due to this sale was -0.46%. Evolution Wealth Advisors, LLC still held 27,100 shares as of .



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