Evolution Advisers
Latest statistics and disclosures from Evolution Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VUG, VTV, BNDX, BSV, and represent 60.31% of Evolution Advisers's stock portfolio.
- Added to shares of these 10 stocks: VEA, VOO, AAPL, BNDX, VWO, VTEB, BLV, VXUS, VUG, VMBS.
- Started 90 new stock positions in VAW, FLUX, ADP, MESA, FBND, SWKS, SPMD, DFAU, BX, META.
- Reduced shares in these 10 stocks: UBSI, MO, ORI, UNP, PFE, , HCA, TROW, BMY, BAC.
- Sold out of its positions in BMY, DFAT, DFAX, HYG, NEE, PFE, RTX, SCHH, SCHP, SIRI. UBSI.
- Evolution Advisers was a net buyer of stock by $8.1M.
- Evolution Advisers has $157M in assets under management (AUM), dropping by 13.36%.
- Central Index Key (CIK): 0001906967
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Portfolio Holdings for Evolution Advisers
Evolution Advisers holds 221 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 15.2 | $24M | +4% | 501k | 47.37 |
|
| Vanguard Index Fds Growth Etf (VUG) | 14.4 | $23M | 74k | 305.58 |
|
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| Vanguard Index Fds Value Etf (VTV) | 11.9 | $19M | 124k | 150.42 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 11.1 | $17M | +3% | 352k | 49.18 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.9 | $12M | 160k | 76.84 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.5 | $8.6M | +5% | 212k | 40.62 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 5.0 | $7.8M | +3% | 170k | 46.10 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 4.5 | $7.0M | +5% | 95k | 74.10 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 3.6 | $5.7M | 27k | 211.93 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.2 | $5.1M | 67k | 76.05 |
|
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 2.4 | $3.8M | 131k | 29.09 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 1.6 | $2.5M | 37k | 68.56 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 1.1 | $1.8M | 49k | 36.06 |
|
|
| Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.8 | $1.3M | 25k | 50.98 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $1.2M | 21k | 56.04 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $1.1M | +861% | 2.5k | 433.93 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.7 | $1.1M | +4% | 40k | 26.65 |
|
| Apple (AAPL) | 0.7 | $1.0M | +145% | 5.5k | 185.61 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $1.0M | +65% | 20k | 50.88 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.6 | $1.0M | 45k | 22.16 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.4 | $586k | 15k | 38.92 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $554k | +71% | 2.6k | 216.41 |
|
| Union Pacific Corporation (UNP) | 0.3 | $537k | -4% | 2.2k | 243.43 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $492k | 4.8k | 102.35 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $485k | 17k | 29.08 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $344k | 4.5k | 77.23 |
|
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| Wells Fargo & Company (WFC) | 0.2 | $336k | 6.8k | 49.32 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $334k | +714% | 5.8k | 57.28 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $328k | +38% | 905.00 | 362.43 |
|
| Old Republic International Corporation (ORI) | 0.2 | $285k | -9% | 9.7k | 29.47 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $246k | 2.0k | 122.45 |
|
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $240k | +33% | 5.2k | 46.49 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $229k | +28% | 6.3k | 36.49 |
|
| Dominion Resources (D) | 0.1 | $225k | +43% | 4.6k | 48.48 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $217k | 1.9k | 112.32 |
|
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| Tesla Motors (TSLA) | 0.1 | $184k | 741.00 | 248.31 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $183k | 1.2k | 158.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $182k | +83% | 1.3k | 137.88 |
|
| Anthem (ELV) | 0.1 | $172k | -2% | 360.00 | 477.78 |
|
| NiSource (NI) | 0.1 | $160k | 5.9k | 26.97 |
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| Microsoft Corporation (MSFT) | 0.1 | $157k | +28% | 424.00 | 370.28 |
|
| Home Depot (HD) | 0.1 | $152k | 440.00 | 345.45 |
|
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $146k | 6.0k | 24.54 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $139k | +21% | 589.00 | 235.99 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $137k | +78% | 1.3k | 101.86 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $128k | +28725% | 2.3k | 55.51 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $126k | NEW | 743.00 | 169.58 |
|
| Amazon (AMZN) | 0.1 | $118k | +49% | 786.00 | 150.13 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $112k | +159% | 651.00 | 172.04 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $110k | 250.00 | 440.00 |
|
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $105k | NEW | 1.4k | 75.16 |
|
| Markel Corporation (MKL) | 0.1 | $103k | 71.00 | 1450.70 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $102k | 1.2k | 81.99 |
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| Genworth Finl Com Cl A (GNW) | 0.1 | $101k | 15k | 6.65 |
|
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| Visa Com Cl A (V) | 0.1 | $99k | +22% | 381.00 | 259.84 |
|
| Capital One Financial (COF) | 0.1 | $97k | +10% | 734.00 | 132.15 |
|
| Pepsi (PEP) | 0.1 | $94k | +58% | 542.00 | 173.43 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $91k | 1.9k | 47.00 |
|
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| Lowe's Companies (LOW) | 0.1 | $90k | NEW | 413.00 | 217.92 |
|
| Stryker Corporation (SYK) | 0.1 | $89k | NEW | 300.00 | 296.67 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $87k | 160.00 | 543.75 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $86k | 205.00 | 419.51 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $85k | 179.00 | 474.86 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $84k | +200% | 600.00 | 140.00 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $81k | NEW | 498.00 | 162.65 |
|
| Procter & Gamble Company (PG) | 0.1 | $80k | 540.00 | 148.15 |
|
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| Adobe Systems Incorporated (ADBE) | 0.1 | $79k | +14% | 136.00 | 580.88 |
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| Curtiss-Wright (CW) | 0.0 | $78k | 350.00 | 222.86 |
|
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| Jacobs Engineering Group (J) | 0.0 | $77k | NEW | 600.00 | 128.33 |
|
| T. Rowe Price (TROW) | 0.0 | $75k | -14% | 698.00 | 107.45 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $74k | +71% | 214.00 | 345.79 |
|
| Cisco Systems (CSCO) | 0.0 | $72k | +156% | 1.4k | 50.42 |
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| Hershey Company (HSY) | 0.0 | $72k | 377.00 | 190.98 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $66k | +39% | 283.00 | 233.22 |
|
| Johnson & Johnson (JNJ) | 0.0 | $64k | +33% | 400.00 | 160.00 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $60k | 132.00 | 454.55 |
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| Amgen (AMGN) | 0.0 | $59k | NEW | 200.00 | 295.00 |
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| Truist Financial Corp equities (TFC) | 0.0 | $57k | +49% | 1.5k | 37.77 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $56k | NEW | 1.7k | 32.96 |
|
| SEI Investments Company (SEIC) | 0.0 | $55k | NEW | 873.00 | 63.00 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $51k | +19% | 733.00 | 69.58 |
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| Phillips 66 (PSX) | 0.0 | $51k | 383.00 | 133.16 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $50k | NEW | 569.00 | 87.87 |
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| Broadcom (AVGO) | 0.0 | $49k | NEW | 45.00 | 1088.89 |
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| Nutrien (NTR) | 0.0 | $49k | NEW | 867.00 | 56.52 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $48k | NEW | 650.00 | 73.85 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $48k | NEW | 100.00 | 480.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $48k | +1544% | 444.00 | 108.11 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $47k | NEW | 176.00 | 267.05 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $47k | 135.00 | 348.15 |
|
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $44k | NEW | 679.00 | 64.80 |
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| InterDigital (IDCC) | 0.0 | $43k | 400.00 | 107.50 |
|
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| First Tr Exchange Traded Wtr Etf (FIW) | 0.0 | $43k | 456.00 | 94.30 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $42k | +33% | 756.00 | 55.56 |
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| UnitedHealth (UNH) | 0.0 | $41k | 76.00 | 539.47 |
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| Automatic Data Processing (ADP) | 0.0 | $41k | NEW | 176.00 | 232.95 |
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| Uber Technologies (UBER) | 0.0 | $41k | NEW | 700.00 | 58.57 |
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| Oracle Corporation (ORCL) | 0.0 | $40k | 380.00 | 105.26 |
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| McKesson Corporation (MCK) | 0.0 | $39k | 83.00 | 469.88 |
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| Starbucks Corporation (SBUX) | 0.0 | $36k | NEW | 383.00 | 93.99 |
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| Eaton Corp SHS (ETN) | 0.0 | $36k | 150.00 | 240.00 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $35k | NEW | 430.00 | 81.40 |
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| Walt Disney Company (DIS) | 0.0 | $34k | +38% | 380.00 | 89.47 |
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| Unilever Spon Adr New (UL) | 0.0 | $34k | NEW | 700.00 | 48.57 |
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| PPL Corporation (PPL) | 0.0 | $33k | 1.2k | 27.92 |
|
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $32k | NEW | 443.00 | 72.23 |
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| Paychex (PAYX) | 0.0 | $32k | 275.00 | 116.36 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $31k | 113.00 | 274.34 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $31k | 759.00 | 40.84 |
|
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| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $29k | NEW | 424.00 | 68.40 |
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| Boeing Company (BA) | 0.0 | $28k | NEW | 110.00 | 254.55 |
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| Honeywell International (HON) | 0.0 | $28k | 134.00 | 208.96 |
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| Church & Dwight (CHD) | 0.0 | $28k | 300.00 | 93.33 |
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| Cintas Corporation (CTAS) | 0.0 | $27k | 45.00 | 600.00 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $27k | 54.00 | 500.00 |
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| Exelon Corporation (EXC) | 0.0 | $27k | 730.00 | 36.99 |
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| Constellation Energy (CEG) | 0.0 | $27k | 231.00 | 116.88 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $26k | NEW | 322.00 | 80.75 |
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| Hca Holdings (HCA) | 0.0 | $24k | -46% | 88.00 | 272.73 |
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| Fortinet (FTNT) | 0.0 | $23k | NEW | 390.00 | 58.97 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $23k | NEW | 157.00 | 146.50 |
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| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $22k | NEW | 2.5k | 8.80 |
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| Target Corporation (TGT) | 0.0 | $20k | NEW | 142.00 | 140.85 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $19k | NEW | 484.00 | 39.26 |
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| Chevron Corporation (CVX) | 0.0 | $19k | 124.00 | 153.23 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $19k | NEW | 102.00 | 186.27 |
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| Interpublic Group of Companies (IPG) | 0.0 | $19k | NEW | 570.00 | 33.33 |
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| Intel Corporation (INTC) | 0.0 | $18k | 375.00 | 48.00 |
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| Costco Wholesale Corporation (COST) | 0.0 | $18k | 28.00 | 642.86 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $17k | NEW | 199.00 | 85.43 |
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| International Business Machines (IBM) | 0.0 | $16k | 100.00 | 160.00 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $16k | 76.00 | 210.53 |
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| Clorox Company (CLX) | 0.0 | $16k | NEW | 108.00 | 148.15 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $15k | 300.00 | 50.00 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $15k | NEW | 147.00 | 102.04 |
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| United Parcel Service CL B (UPS) | 0.0 | $14k | +12% | 89.00 | 157.30 |
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| salesforce (CRM) | 0.0 | $14k | NEW | 55.00 | 254.55 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $14k | NEW | 103.00 | 135.92 |
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| General Electric Com New (GE) | 0.0 | $13k | +6% | 101.00 | 128.71 |
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| Williams-Sonoma (WSM) | 0.0 | $13k | NEW | 66.00 | 196.97 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $13k | NEW | 100.00 | 130.00 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $12k | NEW | 220.00 | 54.55 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $12k | 71.00 | 169.01 |
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| Molson Coors Beverage CL B (TAP) | 0.0 | $12k | NEW | 200.00 | 60.00 |
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| Danaher Corporation (DHR) | 0.0 | $12k | 50.00 | 240.00 |
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| Ford Motor Company (F) | 0.0 | $11k | +23% | 864.00 | 12.73 |
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| American Electric Power Company (AEP) | 0.0 | $11k | 130.00 | 84.62 |
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| American Water Works (AWK) | 0.0 | $11k | 80.00 | 137.50 |
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| Altria (MO) | 0.0 | $11k | -91% | 259.00 | 42.47 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $10k | NEW | 138.00 | 72.46 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $10k | NEW | 80.00 | 125.00 |
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| At&t (T) | 0.0 | $10k | 568.00 | 17.61 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $9.0k | NEW | 12.00 | 750.00 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $8.0k | NEW | 450.00 | 17.78 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $8.0k | NEW | 205.00 | 39.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $8.0k | NEW | 40.00 | 200.00 |
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| Extra Space Storage (EXR) | 0.0 | $8.0k | 50.00 | 160.00 |
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| Vanguard World Fds Materials Etf (VAW) | 0.0 | $8.0k | NEW | 40.00 | 200.00 |
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| Skyworks Solutions (SWKS) | 0.0 | $8.0k | NEW | 70.00 | 114.29 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $8.0k | NEW | 145.00 | 55.17 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $8.0k | NEW | 165.00 | 48.48 |
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| Listed Fd Tr Roundhill Ball (METV) | 0.0 | $7.0k | 600.00 | 11.67 |
|
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| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $7.0k | NEW | 476.00 | 14.71 |
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| Acushnet Holdings Corp (GOLF) | 0.0 | $7.0k | 103.00 | 67.96 |
|
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| Coca-Cola Company (KO) | 0.0 | $7.0k | -23% | 109.00 | 64.22 |
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| Philip Morris International (PM) | 0.0 | $7.0k | NEW | 78.00 | 89.74 |
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| Meta Platforms Cl A (META) | 0.0 | $7.0k | NEW | 20.00 | 350.00 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $7.0k | NEW | 100.00 | 70.00 |
|
| Mfa Finl (MFA) | 0.0 | $7.0k | NEW | 650.00 | 10.77 |
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| Rithm Capital Corp Com New (RITM) | 0.0 | $6.0k | NEW | 605.00 | 9.92 |
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| Ares Capital Corporation (ARCC) | 0.0 | $6.0k | +5% | 291.00 | 20.62 |
|
| Two Hbrs Invt Corp (TWO) | 0.0 | $6.0k | NEW | 430.00 | 13.95 |
|
| Verizon Communications (VZ) | 0.0 | $6.0k | +2% | 145.00 | 41.38 |
|
| California Res Corp Com Stock (CRC) | 0.0 | $6.0k | 113.00 | 53.10 |
|
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| Carnival Corp Common Stock (CCL) | 0.0 | $5.0k | NEW | 300.00 | 16.67 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $5.0k | NEW | 41.00 | 121.95 |
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| Baxter International (BAX) | 0.0 | $4.0k | 100.00 | 40.00 |
|
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| Shopify Cl A (SHOP) | 0.0 | $4.0k | NEW | 50.00 | 80.00 |
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| Bank of America Corporation (BAC) | 0.0 | $4.0k | -69% | 123.00 | 32.52 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $4.0k | NEW | 104.00 | 38.46 |
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| BP Sponsored Adr (BP) | 0.0 | $3.0k | NEW | 89.00 | 33.71 |
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| Synchrony Financial (SYF) | 0.0 | $3.0k | 73.00 | 41.10 |
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| MetLife (MET) | 0.0 | $3.0k | 40.00 | 75.00 |
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| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $3.0k | NEW | 50.00 | 60.00 |
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| CarMax (KMX) | 0.0 | $3.0k | 43.00 | 69.77 |
|
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| Blackrock Kelso Capital | 0.0 | $3.0k | NEW | 746.00 | 4.02 |
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| Ishares Tr Global 100 Etf (IOO) | 0.0 | $2.0k | 19.00 | 105.26 |
|
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $2.0k | NEW | 17.00 | 117.65 |
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| Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 0.0 | $2.0k | NEW | 27.00 | 74.07 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $2.0k | NEW | 10.00 | 200.00 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $2.0k | 20.00 | 100.00 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $2.0k | NEW | 500.00 | 4.00 |
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| Trupanion (TRUP) | 0.0 | $2.0k | NEW | 50.00 | 40.00 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $2.0k | NEW | 18.00 | 111.11 |
|
| Kinder Morgan (KMI) | 0.0 | $2.0k | NEW | 135.00 | 14.81 |
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| Mesa Air Group Com New (MESA) | 0.0 | $1.0k | NEW | 1.4k | 0.71 |
|
| American Airls (AAL) | 0.0 | $1.0k | NEW | 60.00 | 16.67 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.0 | $1.0k | NEW | 23.00 | 43.48 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $1.0k | NEW | 15.00 | 66.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.0k | NEW | 15.00 | 66.67 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $1.0k | -46% | 15.00 | 66.67 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.0k | NEW | 5.00 | 200.00 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.0k | NEW | 20.00 | 50.00 |
|
| Beasley Broadcast Group Cl A (BBGI) | 0.0 | $1.0k | NEW | 1.0k | 1.00 |
|
| Medtronic SHS (MDT) | 0.0 | $1.0k | NEW | 10.00 | 100.00 |
|
| Kraft Heinz (KHC) | 0.0 | $1.0k | NEW | 20.00 | 50.00 |
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $1.0k | NEW | 10.00 | 100.00 |
|
| Flux Pwr Hldgs Com New (FLUX) | 0.0 | $1.0k | NEW | 100.00 | 10.00 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $999.999500 | NEW | 17.00 | 58.82 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $999.999000 | NEW | 22.00 | 45.45 |
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.0 | $999.999000 | NEW | 27.00 | 37.04 |
|
| Invesco Mortgage Capital (IVR) | 0.0 | $999.998700 | NEW | 109.00 | 9.17 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $999.998000 | 127.00 | 7.87 |
|
|
| Nike CL B (NKE) | 0.0 | $0 | 2.00 | 0.00 |
|
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.0 | $0 | NEW | 17.00 | 0.00 |
|
| Brighthouse Finl (BHF) | 0.0 | $0 | 3.00 | 0.00 |
|
|
| Growgeneration Corp (GRWG) | 0.0 | $0 | 50.00 | 0.00 |
|
|
| Ishares Tr Self Drivng Ev (IDRV) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $0 | 20.00 | 0.00 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $0 | 6.00 | 0.00 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $0 | NEW | 2.00 | 0.00 |
|
Past Filings by Evolution Advisers
SEC 13F filings are viewable for Evolution Advisers going back to 2021
- Evolution Advisers 2023 Q4 filed Feb. 2, 2024
- Evolution Advisers 2023 Q3 filed Oct. 20, 2023
- Evolution Advisers 2023 Q2 filed July 14, 2023
- Evolution Advisers 2023 Q1 filed May 5, 2023
- Evolution Advisers 2022 Q4 filed Jan. 30, 2023
- Evolution Advisers 2022 Q3 filed Nov. 1, 2022
- Evolution Advisers 2022 Q2 filed July 22, 2022
- Evolution Advisers 2022 Q1 filed May 4, 2022
- Evolution Advisers 2021 Q4 filed Feb. 9, 2022