Evolution Wealth Advisors
Latest statistics and disclosures from Evolution Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLK, SPY, VB, QQQ, GLD, and represent 30.25% of Evolution Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: ARKK (+$14M), VB (+$12M), SQM (+$11M), ARKF (+$10M), AAXJ (+$8.8M), XLI (+$5.2M), PAVE, XLB, BP, SCHD.
- Started 72 new stock positions in WBA, OXY, BLNK, EOG, KOD, Sotera Health, WDAY, HFC, ARKF, FATE.
- Reduced shares in these 10 stocks: EWU (-$7.1M), XLK (-$5.1M), XLV, ITA, IVE, VTV, MAR, SPY, XLC, XLP.
- Sold out of its positions in ASX, AMTBB, Apartment Invt And Mgmt Co -a, APPN, AVLR, BIDU, BCS, BCO, CBOE, CME.
- Evolution Wealth Advisors was a net buyer of stock by $36M.
- Evolution Wealth Advisors has $443M in assets under management (AUM), dropping by 21.23%.
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Portfolio Holdings for Evolution Wealth Advisors
Companies in the Evolution Wealth Advisors portfolio as of the December 2020 quarterly 13F filing
Evolution Wealth Advisors has 577 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evolution Wealth Advisors Dec. 31, 2020 positions
- Download the Evolution Wealth Advisors December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr Technology (XLK) | 7.7 | $34M | -12% | 261k | 130.02 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.2 | $28M | -9% | 74k | 373.89 | |
| Vanguard Index Fds Small Cp Etf (VB) | 6.1 | $27M | +83% | 138k | 194.68 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.7 | $25M | 80k | 313.74 | ||
| Spdr Gold Tr Gold Shs (GLD) | 4.7 | $21M | +3% | 116k | 178.36 | |
| Freeport-mcmoran CL B (FCX) | 4.5 | $20M | 771k | 26.02 | ||
| Global X Fds Us Infr Dev Etf (PAVE) | 3.5 | $16M | +42% | 742k | 21.21 | |
| Ark Etf Tr Innovation Etf (ARKK) | 3.2 | $14M | NEW | 113k | 124.49 | |
| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 2.8 | $13M | +3% | 403k | 31.19 | |
| Select Sector Spdr Tr Communication (XLC) | 2.7 | $12M | -18% | 177k | 67.48 | |
| Amazon (AMZN) | 2.5 | $11M | +3% | 3.4k | 3256.88 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 2.5 | $11M | NEW | 222k | 49.09 | |
| Ark Etf Tr Fintech Innova (ARKF) | 2.3 | $10M | NEW | 204k | 49.71 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.2 | $9.8M | -33% | 86k | 113.44 | |
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| Select Sector Spdr Tr Sbi Int-finl (XLF) | 2.1 | $9.3M | +4% | 317k | 29.48 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 2.0 | $8.8M | +15892% | 99k | 89.61 | |
| Equinox Gold Corp equities (EQX) | 1.9 | $8.5M | 823k | 10.34 | ||
| Newmont Mining Corporation (NEM) | 1.7 | $7.6M | 127k | 59.89 | ||
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 1.7 | $7.4M | 72k | 103.39 | ||
| Agnico (AEM) | 1.7 | $7.4M | 105k | 70.51 | ||
| Franco-Nevada Corporation (FNV) | 1.6 | $7.1M | 57k | 125.33 | ||
| Spdr Ser Tr S&p Biotech (XBI) | 1.3 | $5.6M | +6% | 40k | 140.78 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.3 | $5.6M | +5% | 35k | 160.77 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.3 | $5.5M | +4% | 67k | 82.91 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.2 | $5.2M | NEW | 59k | 88.54 | |
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $4.8M | -45% | 41k | 118.97 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $4.8M | +119% | 74k | 64.14 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $4.3M | -29% | 64k | 67.45 | |
| Ishares Tr Msci China Etf (MCHI) | 0.9 | $4.1M | +14% | 51k | 80.96 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.9 | $3.9M | +126% | 151k | 25.95 | |
| Barrick Gold Corp (GOLD) | 0.9 | $3.9M | 170k | 22.78 | ||
| Myovant Sciences (MYOV) | 0.9 | $3.9M | +95% | 140k | 27.62 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.8 | $3.5M | +3% | 162k | 21.66 | |
| Apple (AAPL) | 0.8 | $3.4M | -21% | 26k | 132.68 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.7 | $3.0M | NEW | 42k | 72.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $3.0M | 13k | 231.86 | ||
| BP Sponsored Adr (BP) | 0.6 | $2.8M | +6209% | 139k | 20.52 | |
| Select Sector Spdr Tr Energy (XLE) | 0.6 | $2.7M | +4% | 71k | 37.91 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $2.5M | +2% | 11k | 232.68 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $2.5M | -61% | 19k | 128.02 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $2.4M | +4% | 20k | 115.90 | |
| Ishares Core Msci Emkt (IEMG) | 0.5 | $2.3M | -7% | 37k | 62.04 | |
| Microsoft Corporation (MSFT) | 0.5 | $2.3M | -23% | 10k | 222.38 | |
| Proshares Tr Ii Ultra Silver New (AGQ) | 0.5 | $2.3M | 45k | 51.28 | ||
| At&t (T) | 0.4 | $1.9M | 66k | 28.76 | ||
| Facebook Cl A (FB) | 0.4 | $1.9M | -27% | 7.0k | 273.11 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $1.8M | NEW | 106k | 17.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | -27% | 997.00 | 1752.26 | |
| Tyson Foods Cl A (TSN) | 0.4 | $1.6M | 25k | 64.45 | ||
| Invitae (NVTA) | 0.3 | $1.5M | NEW | 36k | 41.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.5M | +9% | 830.00 | 1753.01 | |
| Vanguard World Fds Energy Etf (VDE) | 0.3 | $1.4M | 27k | 51.85 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.2M | -31% | 3.4k | 343.69 | |
| Boston Properties (BXP) | 0.2 | $1.1M | 11k | 94.51 | ||
| Wynn Resorts (WYNN) | 0.2 | $1.1M | NEW | 9.3k | 112.88 | |
| Las Vegas Sands (LVS) | 0.2 | $1.1M | NEW | 18k | 59.59 | |
| Walt Disney Company (DIS) | 0.2 | $1.0M | -39% | 5.7k | 181.14 | |
| American Airls (AAL) | 0.2 | $1.0M | NEW | 65k | 15.77 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $990k | +310% | 25k | 40.19 | |
| Royal Caribbean Cruises (RCL) | 0.2 | $970k | +334% | 13k | 74.70 | |
| Cm Life Sciences Com Cl A | 0.2 | $959k | NEW | 87k | 11.05 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $904k | 9.9k | 91.54 | ||
| Visa Com Cl A (V) | 0.2 | $854k | +5% | 3.9k | 218.64 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $767k | -85% | 8.1k | 94.69 | |
| Tesla Motors (TSLA) | 0.2 | $708k | -13% | 1.0k | 705.88 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $696k | 2.00 | 348000.00 | ||
| NVIDIA Corporation (NVDA) | 0.2 | $692k | -16% | 1.3k | 522.26 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $684k | NEW | 18k | 38.48 | |
| Qualcomm (QCOM) | 0.1 | $539k | -19% | 3.5k | 152.43 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $527k | 5.8k | 91.40 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $512k | +61% | 5.9k | 87.33 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $494k | 2.5k | 194.49 | ||
| Paypal Holdings (PYPL) | 0.1 | $484k | -17% | 2.1k | 234.38 | |
| Netflix (NFLX) | 0.1 | $461k | -34% | 853.00 | 540.45 | |
| Micron Technology (MU) | 0.1 | $454k | 6.0k | 75.10 | ||
| Brf Sa Sponsored Adr (BRFS) | 0.1 | $444k | +6% | 106k | 4.20 | |
| Square Cl A (SQ) | 0.1 | $426k | -9% | 2.0k | 217.68 | |
| Advanced Micro Devices (AMD) | 0.1 | $406k | +2% | 4.4k | 91.71 | |
| Microchip Technology (MCHP) | 0.1 | $389k | 2.8k | 138.29 | ||
| Penn National Gaming (PENN) | 0.1 | $373k | -14% | 4.3k | 86.34 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $373k | -25% | 2.9k | 127.04 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $372k | +87% | 4.0k | 93.19 | |
| Blackrock Health Sciencs Tr Com Shs (BMEZ) | 0.1 | $358k | 13k | 28.64 | ||
| Boeing Company (BA) | 0.1 | $334k | -35% | 1.6k | 214.10 | |
| Lam Research Corporation (LRCX) | 0.1 | $325k | 688.00 | 472.38 | ||
| Nxp Semiconductors N V (NXPI) | 0.1 | $321k | 2.0k | 159.23 | ||
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $316k | -32% | 2.6k | 120.38 | |
| Global Payments (GPN) | 0.1 | $298k | +22% | 1.4k | 215.32 | |
| Shopify Cl A (SHOP) | 0.1 | $290k | -13% | 256.00 | 1132.81 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $289k | -33% | 2.1k | 138.28 | |
| Booking Holdings (BKNG) | 0.1 | $258k | +3766% | 116.00 | 2224.14 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $256k | +31% | 1.8k | 146.20 | |
| Wal-Mart Stores (WMT) | 0.1 | $254k | -62% | 1.8k | 143.91 | |
| Costco Wholesale Corporation (COST) | 0.1 | $252k | -46% | 668.00 | 377.25 | |
| Pinterest Cl A (PINS) | 0.1 | $250k | -6% | 3.8k | 65.95 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $242k | 2.6k | 92.02 | ||
| Starbucks Corporation (SBUX) | 0.1 | $239k | -11% | 2.2k | 106.79 | |
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.1 | $222k | -14% | 6.8k | 32.84 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $206k | -38% | 895.00 | 230.17 | |
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $204k | 5.5k | 37.09 | ||
| Pulte (PHM) | 0.0 | $203k | 4.7k | 43.12 | ||
| Workday Cl A (WDAY) | 0.0 | $203k | NEW | 849.00 | 239.10 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $199k | 3.3k | 60.95 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $196k | 2.2k | 90.74 | ||
| Twilio Cl A (TWLO) | 0.0 | $195k | -34% | 575.00 | 339.13 | |
| Teradyne (TER) | 0.0 | $177k | -5% | 1.5k | 119.76 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $176k | 8.7k | 20.22 | ||
| Ishares Gold Trust Ishares (IAU) | 0.0 | $170k | 9.4k | 18.13 | ||
| Peloton Interactive Cl A Com (PTON) | 0.0 | $165k | +90% | 1.1k | 151.65 | |
| Zendesk (ZEN) | 0.0 | $162k | -36% | 1.1k | 143.24 | |
| FleetCor Technologies (FLT) | 0.0 | $155k | +174% | 569.00 | 272.41 | |
| UnitedHealth (UNH) | 0.0 | $154k | -47% | 438.00 | 351.60 | |
| McDonald's Corporation (MCD) | 0.0 | $153k | -4% | 712.00 | 214.89 | |
| Nike CL B (NKE) | 0.0 | $144k | -35% | 1.0k | 141.87 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $143k | +20% | 1.3k | 113.22 | |
| Anaplan (PLAN) | 0.0 | $142k | -21% | 2.0k | 71.61 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $141k | 461.00 | 305.86 | ||
| Merck & Co (MRK) | 0.0 | $139k | -27% | 1.7k | 81.52 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $136k | 3.3k | 41.85 | ||
| Alteryx Com Cl A (AYX) | 0.0 | $135k | NEW | 1.1k | 121.73 | |
| Loma Negra Corp Sponsored Ads (LOMA) | 0.0 | $132k | -74% | 22k | 6.13 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $131k | -15% | 12k | 11.22 | |
| Abbvie (ABBV) | 0.0 | $131k | +20% | 1.2k | 106.85 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $129k | -71% | 740.00 | 174.32 | |
| Paycom Software (PAYC) | 0.0 | $126k | NEW | 278.00 | 453.24 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $125k | +54% | 3.1k | 40.32 | |
| Uber Technologies (UBER) | 0.0 | $119k | 2.3k | 50.79 | ||
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $119k | -41% | 562.00 | 211.74 | |
| Johnson & Johnson (JNJ) | 0.0 | $119k | -59% | 758.00 | 156.99 | |
| Broadcom (AVGO) | 0.0 | $118k | 269.00 | 438.66 | ||
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $112k | -91% | 1.7k | 67.27 | |
| Bristol Myers Squibb (BMY) | 0.0 | $103k | -10% | 1.7k | 61.79 | |
| Bank of America Corporation (BAC) | 0.0 | $102k | -18% | 3.4k | 30.40 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $102k | 1.7k | 60.00 | ||
| Datadog Cl A Com (DDOG) | 0.0 | $101k | -35% | 1.0k | 98.83 | |
| General Motors Company (GM) | 0.0 | $96k | -60% | 2.3k | 41.61 | |
| Chegg (CHGG) | 0.0 | $90k | NEW | 1.0k | 90.00 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $88k | +60% | 1.3k | 66.47 | |
| Medtronic SHS (MDT) | 0.0 | $88k | -9% | 747.00 | 117.80 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $85k | +20% | 239.00 | 355.65 | |
| Slack Technologies Com Cl A (WORK) | 0.0 | $84k | 2.0k | 42.00 | ||
| Morgan Stanley Com New (MS) | 0.0 | $83k | +9% | 1.2k | 68.31 | |
| Banco Santander Adr (SAN) | 0.0 | $82k | +3% | 27k | 3.04 | |
| Abbott Laboratories (ABT) | 0.0 | $82k | -41% | 748.00 | 109.63 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $82k | -22% | 176.00 | 465.91 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $81k | -7% | 635.00 | 127.56 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.0 | $80k | 1.2k | 66.39 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $79k | 1.6k | 50.41 | ||
| Draftkings Com Cl A (DKNG) | 0.0 | $77k | +10% | 1.7k | 46.67 | |
| Copa Holdings Sa Cl A (CPA) | 0.0 | $77k | -21% | 1.0k | 77.00 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $76k | -80% | 1.5k | 50.20 | |
| Lululemon Athletica (LULU) | 0.0 | $76k | +9% | 218.00 | 348.62 | |
| Goldman Sachs (GS) | 0.0 | $76k | -42% | 288.00 | 263.89 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $76k | -4% | 340.00 | 223.53 | |
| Canopy Gro (CGC) | 0.0 | $74k | 3.0k | 24.67 | ||
| Novartis Sponsored Adr (NVS) | 0.0 | $74k | -39% | 784.00 | 94.39 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $73k | +1666% | 53.00 | 1377.36 | |
| Spirit Airlines (SAVE) | 0.0 | $73k | -50% | 3.0k | 24.33 | |
| Eli Lilly & Co. (LLY) | 0.0 | $72k | -20% | 429.00 | 167.83 | |
| 3M Company (MMM) | 0.0 | $70k | +9% | 399.00 | 175.44 | |
| Pfizer (PFE) | 0.0 | $70k | -79% | 1.9k | 36.67 | |
| Crown Castle Intl (CCI) | 0.0 | $68k | +537% | 427.00 | 159.25 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $67k | -68% | 409.00 | 163.81 | |
| Procter & Gamble Company (PG) | 0.0 | $66k | -63% | 472.00 | 139.83 | |
| Home Depot (HD) | 0.0 | $66k | -61% | 248.00 | 266.13 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $65k | -7% | 249.00 | 261.04 | |
| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 0.0 | $64k | 1.4k | 46.04 | ||
| Danaher Corporation (DHR) | 0.0 | $64k | -79% | 286.00 | 223.78 | |
| Nextera Energy (NEE) | 0.0 | $64k | +325% | 830.00 | 77.11 | |
| Pepsi (PEP) | 0.0 | $63k | -14% | 422.00 | 149.29 | |
| Humana (HUM) | 0.0 | $61k | -9% | 149.00 | 409.40 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $60k | 190.00 | 315.79 | ||
| Comcast Corp Cl A (CMCSA) | 0.0 | $58k | -18% | 1.1k | 52.06 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $57k | 3.4k | 16.72 | ||
| Ishares Tr Nasdaq Biotech (IBB) | 0.0 | $56k | 370.00 | 151.35 | ||
| Docusign (DOCU) | 0.0 | $56k | -63% | 250.00 | 224.00 | |
| Invesco Actively Managed Etf Total Return (GTO) | 0.0 | $51k | NEW | 890.00 | 57.30 | |
| Trinseo S A SHS (TSE) | 0.0 | $51k | NEW | 1.0k | 51.00 | |
| Align Technology (ALGN) | 0.0 | $51k | +97% | 95.00 | 536.84 | |
| Boston Scientific Corporation (BSX) | 0.0 | $51k | -7% | 1.4k | 35.61 | |
| Verizon Communications (VZ) | 0.0 | $50k | -52% | 844.00 | 59.24 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $49k | +27% | 209.00 | 234.45 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $45k | -8% | 928.00 | 48.49 | |
| Iqvia Holdings (IQV) | 0.0 | $45k | -65% | 251.00 | 179.28 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $45k | 3.6k | 12.50 | ||
| Marriott Intl Cl A (MAR) | 0.0 | $45k | -98% | 342.00 | 131.58 | |
| Fastly Cl A (FSLY) | 0.0 | $44k | NEW | 500.00 | 88.00 | |
| FedEx Corporation (FDX) | 0.0 | $44k | 170.00 | 258.82 | ||
| Alexion Pharmaceuticals (ALXN) | 0.0 | $43k | +5% | 274.00 | 156.93 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $42k | 100.00 | 420.00 | ||
| Centene Corporation (CNC) | 0.0 | $41k | -10% | 683.00 | 60.03 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $41k | +9% | 427.00 | 96.02 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $40k | NEW | 1.0k | 40.00 | |
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $40k | 1.1k | 35.87 | ||
| General Electric Company (GE) | 0.0 | $40k | -35% | 3.7k | 10.84 | |
| Illinois Tool Works (ITW) | 0.0 | $39k | 189.00 | 206.35 | ||
| Union Pacific Corporation (UNP) | 0.0 | $39k | 187.00 | 208.56 | ||
| Exxon Mobil Corporation (XOM) | 0.0 | $39k | 948.00 | 41.14 | ||
| Air Products & Chemicals (APD) | 0.0 | $38k | +23% | 140.00 | 271.43 | |
| Direxion Shs Etf Tr Drx Dlysokor3x (KORU) | 0.0 | $38k | NEW | 1.0k | 38.00 | |
| Honeywell International (HON) | 0.0 | $38k | -9% | 180.00 | 211.11 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $38k | +37% | 1.3k | 29.01 | |
| Ishares Tr Asia 50 Etf (AIA) | 0.0 | $37k | 430.00 | 86.05 | ||
| Sarepta Therapeutics (SRPT) | 0.0 | $36k | -9% | 214.00 | 168.22 | |
| Japan Smaller Capitalizaion Fund (JOF) | 0.0 | $35k | 3.9k | 8.97 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $35k | 69.00 | 507.25 | ||
| Edwards Lifesciences (EW) | 0.0 | $35k | +12% | 383.00 | 91.38 | |
| Lemonade (LMND) | 0.0 | $34k | +10% | 275.00 | 123.64 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $34k | -13% | 203.00 | 167.49 | |
| Elanco Animal Health (ELAN) | 0.0 | $34k | -19% | 1.1k | 30.88 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $33k | +12% | 381.00 | 86.61 | |
| Anthem (ANTM) | 0.0 | $33k | -9% | 104.00 | 317.31 | |
| Clorox Company (CLX) | 0.0 | $33k | 164.00 | 201.22 | ||
| Simon Property (SPG) | 0.0 | $32k | 370.00 | 86.49 | ||
| Blackstone Group Com Cl A (BX) | 0.0 | $32k | 500.00 | 64.00 | ||
| Sherwin-Williams Company (SHW) | 0.0 | $32k | -22% | 44.00 | 727.27 | |
| Coca-Cola Company (KO) | 0.0 | $32k | 584.00 | 54.79 | ||
| Illumina (ILMN) | 0.0 | $31k | NEW | 83.00 | 373.49 | |
| Hilton Grand Vacations (HGV) | 0.0 | $31k | 1.0k | 31.00 | ||
| Marsh & McLennan Companies (MMC) | 0.0 | $31k | 264.00 | 117.42 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $30k | -32% | 305.00 | 98.36 | |
| S&p Global (SPGI) | 0.0 | $30k | +73% | 92.00 | 326.09 | |
| Stryker Corporation (SYK) | 0.0 | $30k | -15% | 121.00 | 247.93 | |
| Roku Com Cl A (ROKU) | 0.0 | $30k | NEW | 90.00 | 333.33 | |
| Horizon Therapeutics Pub L SHS (HZNP) | 0.0 | $30k | -24% | 412.00 | 72.82 | |
| Kensington Cap Acquisition C Com Cl A | 0.0 | $28k | NEW | 330.00 | 84.85 | |
| Colgate-Palmolive Company (CL) | 0.0 | $28k | 323.00 | 86.69 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $27k | -10% | 33.00 | 818.18 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $27k | -23% | 503.00 | 53.68 | |
| Principal Financial (PFG) | 0.0 | $26k | +1043% | 526.00 | 49.43 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $26k | 80.00 | 325.00 | ||
| Chevron Corporation (CVX) | 0.0 | $26k | -51% | 306.00 | 84.97 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $25k | NEW | 440.00 | 56.82 | |
| Intel Corporation (INTC) | 0.0 | $25k | +5% | 500.00 | 50.00 | |
| Olin Corp Com Par $1 (OLN) | 0.0 | $25k | NEW | 1.0k | 25.00 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $25k | 1.0k | 25.00 | ||
| PNC Financial Services (PNC) | 0.0 | $25k | -29% | 170.00 | 147.06 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $25k | NEW | 396.00 | 63.13 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $25k | -23% | 352.00 | 71.02 | |
| Cooper Cos Com New (COO) | 0.0 | $24k | -23% | 67.00 | 358.21 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $24k | 400.00 | 60.00 | ||
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $24k | -33% | 4.0k | 6.00 | |
| Ecolab (ECL) | 0.0 | $24k | +25% | 110.00 | 218.18 | |
| Baxter International (BAX) | 0.0 | $24k | -16% | 298.00 | 80.54 | |
| Gw Pharmaceuticals Ads (GWPH) | 0.0 | $23k | -11% | 203.00 | 113.30 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $23k | -24% | 142.00 | 161.97 | |
| Acceleron Pharma (XLRN) | 0.0 | $23k | -3% | 182.00 | 126.37 | |
| Catalent (CTLT) | 0.0 | $23k | -42% | 219.00 | 105.02 | |
| Carlyle Group (CG) | 0.0 | $23k | NEW | 730.00 | 31.51 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $22k | -32% | 650.00 | 33.85 | |
Past Filings by Evolution Wealth Advisors
SEC 13F filings are viewable for Evolution Wealth Advisors going back to 2018
- Evolution Wealth Advisors 2020 Q4 filed Feb. 2, 2021
- Evolution Wealth Advisors 2020 Q3 filed Oct. 15, 2020
- Evolution Wealth Advisors 2020 Q2 filed July 27, 2020
- Evolution Wealth Advisors 2020 Q1 filed April 22, 2020
- Evolution Wealth Advisors 2019 Q4 filed Feb. 3, 2020
- Evolution Wealth Advisors 2019 Q3 filed Nov. 12, 2019
- Evolution Wealth Advisors 2019 Q2 filed July 12, 2019
- Evolution Wealth Advisors 2019 Q1 filed May 9, 2019
- Evolution Wealth Advisors 2018 Q4 filed Jan. 29, 2019