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

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 .



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

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