Evolution Wealth Advisors, LLC Buys Bank of America Corporation, Freeport-McMoRan Inc, SPDR S&P 500, Sells Vanguard Value, SPDR Gold Trust, iShares MSCI Japan Index Fund

Investment company Evolution Wealth Advisors, LLC (current portfolio) buys Bank of America Corporation, Freeport-McMoRan Inc, SPDR S&P 500, Alibaba Group Holding, Citigroup Inc, sells Vanguard Value, SPDR Gold Trust, iShares MSCI Japan Index Fund, iShares TIPS Bond, Vanguard Short-Term Bond during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Evolution Wealth Advisors, LLC. As of 2019Q2, Evolution Wealth Advisors, LLC owns 465 stocks with a total value of $231 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/portfolioportfolio

These are the top 5 holdings of Evolution Wealth Advisors, LLC
  1. SPDR S&P 500 (SPY) - 127,582 shares, 16.16% of the total portfolio. Shares added by 24.34%
  2. SPDR Select Sector Fund - Technology (XLK) - 364,936 shares, 12.31% of the total portfolio. Shares added by 17.42%
  3. Bank of America Corporation (BAC) - 714,225 shares, 11.92% of the total portfolio. New Position
  4. SPDR Select Sector Fund - Health Care (XLV) - 196,344 shares, 7.86% of the total portfolio. Shares added by 6.84%
  5. SPDR Select Sector Fund - Financial (XLF) - 383,924 shares, 4.58% of the total portfolio. Shares added by 5.04%
New Purchase: Bank of America Corporation (BAC)

Evolution Wealth Advisors, LLC initiated holding in Bank of America Corporation. The purchase prices were between $26.6 and $30.77, with an estimated average price of $28.85. The stock is now traded at around $29.42. The impact to a portfolio due to this purchase was 11.92%. The holding were 714,225 shares as of .

New Purchase: Freeport-McMoRan Inc (FCX)

Evolution Wealth Advisors, LLC initiated holding in Freeport-McMoRan Inc. The purchase prices were between $9.71 and $14.2, with an estimated average price of $11.65. The stock is now traded at around $11.07. The impact to a portfolio due to this purchase was 4.44%. The holding were 884,433 shares as of .

New Purchase: Citigroup Inc (C)

Evolution Wealth Advisors, LLC initiated holding in Citigroup Inc. The purchase prices were between $62.15 and $71.03, with an estimated average price of $66.92. The stock is now traded at around $71.81. The impact to a portfolio due to this purchase was 1.92%. The holding were 63,404 shares as of .

New Purchase: Albemarle Corp (ALB)

Evolution Wealth Advisors, LLC initiated holding in Albemarle Corp. The purchase prices were between $63.3 and $86.94, with an estimated average price of $73.84. The stock is now traded at around $71.93. The impact to a portfolio due to this purchase was 0.81%. The holding were 26,675 shares as of .

New Purchase: Invesco S&P 500 High Dividend Low Volatility (SPHD)

Evolution Wealth Advisors, LLC initiated holding in Invesco S&P 500 High Dividend Low Volatility. The purchase prices were between $39.89 and $43.31, with an estimated average price of $42.06. The stock is now traded at around $42.58. The impact to a portfolio due to this purchase was 0.55%. The holding were 30,000 shares as of .

New Purchase: Petroleo Brasileiro SA Petrobras (PBR)

Evolution Wealth Advisors, LLC initiated holding in Petroleo Brasileiro SA Petrobras. The purchase prices were between $13.46 and $16.99, with an estimated average price of $15.24. The stock is now traded at around $16.87. The impact to a portfolio due to this purchase was 0.34%. The holding were 50,504 shares as of .

Added: SPDR S&P 500 (SPY)

Evolution Wealth Advisors, LLC added to a holding in SPDR S&P 500 by 24.34%. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $300.08. The impact to a portfolio due to this purchase was 3.16%. The holding were 127,582 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Evolution Wealth Advisors, LLC added to a holding in Alibaba Group Holding Ltd by 248.94%. The purchase prices were between $149.26 and $195.21, with an estimated average price of $172.54. The stock is now traded at around $169.82. The impact to a portfolio due to this purchase was 2.04%. The holding were 39,019 shares as of .

Added: SPDR Select Sector Fund - Consumer Staples (XLP)

Evolution Wealth Advisors, LLC added to a holding in SPDR Select Sector Fund - Consumer Staples by 26.94%. The purchase prices were between $55.19 and $59.36, with an estimated average price of $57.25. The stock is now traded at around $59.84. The impact to a portfolio due to this purchase was 0.97%. The holding were 182,067 shares as of .

Added: Berkshire Hathaway Inc (BRK.A)

Evolution Wealth Advisors, LLC added to a holding in Berkshire Hathaway Inc by 28.57%. The purchase prices were between $297060 and $327766, with an estimated average price of $310849. The stock is now traded at around $319435.00. The impact to a portfolio due to this purchase was 0.28%. The holding were 9 shares as of .

Added: Apple Inc (AAPL)

Evolution Wealth Advisors, LLC added to a holding in Apple Inc by 46.90%. The purchase prices were between $173.3 and $211.75, with an estimated average price of $194.79. The stock is now traded at around $203.81. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,064 shares as of .

Added: Costco Wholesale Corp (COST)

Evolution Wealth Advisors, LLC added to a holding in Costco Wholesale Corp by 521.20%. The purchase prices were between $239.58 and $267.35, with an estimated average price of $249.14. The stock is now traded at around $279.10. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,553 shares as of .

Sold Out: Vanguard Value (VTV)

Evolution Wealth Advisors, LLC sold out a holding in Vanguard Value. The sale prices were between $104.21 and $111.67, with an estimated average price of $109.16.

Sold Out: SPDR Gold Trust (GLD)

Evolution Wealth Advisors, LLC sold out a holding in SPDR Gold Trust. The sale prices were between $119.94 and $134.2, with an estimated average price of $123.59.

Sold Out: iShares MSCI Japan Index Fund (EWJ)

Evolution Wealth Advisors, LLC sold out a holding in iShares MSCI Japan Index Fund. The sale prices were between $52.24 and $55.46, with an estimated average price of $54.

Sold Out: iShares TIPS Bond (TIP)

Evolution Wealth Advisors, LLC sold out a holding in iShares TIPS Bond. The sale prices were between $112.34 and $115.84, with an estimated average price of $113.7.

Sold Out: Vanguard Short-Term Bond (BSV)

Evolution Wealth Advisors, LLC sold out a holding in Vanguard Short-Term Bond. The sale prices were between $78.75 and $80.44, with an estimated average price of $79.44.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Evolution Wealth Advisors, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $197.42 and $218.6, with an estimated average price of $206.89.

Reduced: PayPal Holdings Inc (PYPL)

Evolution Wealth Advisors, LLC reduced to a holding in PayPal Holdings Inc by 91.02%. The sale prices were between $104.46 and $118.79, with an estimated average price of $110.76. The stock is now traded at around $120.06. The impact to a portfolio due to this sale was -0.08%. Evolution Wealth Advisors, LLC still held 161 shares as of .

Reduced: Micron Technology Inc (MU)

Evolution Wealth Advisors, LLC reduced to a holding in Micron Technology Inc by 98.37%. The sale prices were between $32.43 and $43.9, with an estimated average price of $38.12. The stock is now traded at around $44.33. The impact to a portfolio due to this sale was -0.06%. Evolution Wealth Advisors, LLC still held 47 shares as of .

Reduced: Salesforce.com Inc (CRM)

Evolution Wealth Advisors, LLC reduced to a holding in Salesforce.com Inc by 86.75%. The sale prices were between $145.1 and $165.96, with an estimated average price of $156.67. The stock is now traded at around $158.08. The impact to a portfolio due to this sale was -0.05%. Evolution Wealth Advisors, LLC still held 104 shares as of .

Reduced: AT&T Inc (T)

Evolution Wealth Advisors, LLC reduced to a holding in AT&T Inc by 29.29%. The sale prices were between $30.3 and $33.51, with an estimated average price of $31.77. The stock is now traded at around $33.57. The impact to a portfolio due to this sale was -0.03%. Evolution Wealth Advisors, LLC still held 4,374 shares as of .

Reduced: Laboratory Corp of America Holdings (LH)

Evolution Wealth Advisors, LLC reduced to a holding in Laboratory Corp of America Holdings by 83.91%. The sale prices were between $144.16 and $172.9, with an estimated average price of $162.22. The stock is now traded at around $174.54. The impact to a portfolio due to this sale was -0.02%. Evolution Wealth Advisors, LLC still held 37 shares as of .

Reduced: Dropbox Inc (DBX)

Evolution Wealth Advisors, LLC reduced to a holding in Dropbox Inc by 46.16%. The sale prices were between $21.15 and $25.05, with an estimated average price of $23.07. The stock is now traded at around $26.10. The impact to a portfolio due to this sale was -0.02%. Evolution Wealth Advisors, LLC still held 2,355 shares as of .



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