Evolution Wealth Advisors
Latest statistics and disclosures from Evolution Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, XLK, VB, QQQ, PAVE, and represent 34.06% of Evolution Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DBC (+$11M), SPY (+$8.4M), ITEQ (+$7.1M), MCHI (+$6.0M), RSVAU, FXC, FXA, XLC, AAXJ, ACIC.
- Started 105 new stock positions in ITEQ, KALV, TGS, BUD, AVLR, GSAH, ANET, SAP, FVRR, TRV.
- Reduced shares in these 10 stocks: FCX (-$21M), HEZU (-$14M), SQM (-$11M), EQX (-$8.5M), NEM (-$7.5M), AEM (-$7.4M), FNV (-$7.1M), GLD (-$6.2M), CCL, GOLD.
- Sold out of its positions in AEM, AAL, GOLD, BYND, CSGP, CRWD, DDOG, KORU, DOCU, DT.
- Evolution Wealth Advisors was a net seller of stock by $-18M.
- Evolution Wealth Advisors has $448M in assets under management (AUM), dropping by 1.03%.
- Central Index Key (CIK): 0001763121
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Portfolio Holdings for Evolution Wealth Advisors
Companies in the Evolution Wealth Advisors portfolio as of the March 2021 quarterly 13F filing
Evolution Wealth Advisors has 642 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evolution Wealth Advisors March 31, 2021 positions
- Download the Evolution Wealth Advisors March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.4 | $38M | +28% | 95k | 396.34 | |
| Select Sector Spdr Tr Technology (XLK) | 8.2 | $37M | +6% | 277k | 132.81 | |
| Vanguard Index Fds Small Cp Etf (VB) | 6.9 | $31M | +4% | 144k | 214.08 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.1 | $28M | +7% | 86k | 319.12 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 4.4 | $20M | +6% | 792k | 25.06 | |
| Select Sector Spdr Tr Communication (XLC) | 3.5 | $16M | +20% | 213k | 73.32 | |
| Ark Etf Tr Innovation Etf (ARKK) | 3.2 | $14M | +5% | 119k | 119.95 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.8 | $12M | -33% | 77k | 159.96 | |
| Amazon (AMZN) | 2.6 | $12M | +11% | 3.8k | 3094.19 | |
| Ark Etf Tr Fintech Innova (ARKF) | 2.6 | $12M | +10% | 227k | 51.12 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 2.6 | $12M | +25% | 124k | 92.66 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 2.5 | $11M | +5% | 334k | 34.05 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 2.5 | $11M | NEW | 666k | 16.61 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.4 | $11M | +7% | 93k | 116.74 | |
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| Ishares Tr Msci China Etf (MCHI) | 2.3 | $10M | +144% | 125k | 81.70 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.7 | $7.4M | +25% | 44k | 168.07 | |
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 1.6 | $7.4M | +4% | 75k | 98.39 | |
| Etf Managers Tr Bluestar Israel (ITEQ) | 1.6 | $7.1M | NEW | 109k | 64.97 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.4 | $6.2M | +6% | 63k | 98.44 | |
| Spdr Ser Tr S&p Biotech (XBI) | 1.3 | $5.9M | +8% | 44k | 135.65 | |
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $5.9M | +9% | 45k | 131.47 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.3 | $5.7M | +4% | 78k | 72.92 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $4.5M | +3% | 66k | 68.31 | |
| Freeport-mcmoran CL B (FCX) | 0.9 | $4.2M | -83% | 127k | 32.93 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.9 | $4.2M | +7% | 162k | 25.85 | |
| Apple (AAPL) | 0.9 | $4.2M | +33% | 34k | 122.14 | |
| Ishares Core Msci Emkt (IEMG) | 0.9 | $4.2M | +72% | 65k | 64.37 | |
| Select Sector Spdr Tr Energy (XLE) | 0.9 | $4.1M | +17% | 83k | 49.06 | |
| Rodgers Silicon Valley Aq Unit 11/30/2025 (RSVAU) | 0.9 | $3.9M | NEW | 3.9M | 1.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $3.8M | +14% | 15k | 255.50 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.8 | $3.7M | +11% | 47k | 78.79 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $3.5M | -36% | 42k | 82.18 | |
| BP Sponsored Adr (BP) | 0.8 | $3.5M | +2% | 143k | 24.35 | |
| Invesco Currencyshares Cdn D CDN DLR SHS (FXC) | 0.8 | $3.4M | NEW | 43k | 78.16 | |
| Invesco Currencyshares Austr Australian Dol (FXA) | 0.7 | $3.3M | NEW | 43k | 75.61 | |
| Myovant Sciences (MYOV) | 0.6 | $2.9M | 140k | 20.58 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $2.7M | -2% | 19k | 141.23 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $2.5M | +4% | 11k | 226.75 | |
| Microsoft Corporation (MSFT) | 0.5 | $2.4M | 10k | 235.72 | ||
| Atlas Crest Invt Corp (ACIC) | 0.5 | $2.3M | NEW | 233k | 10.05 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $2.2M | -2% | 20k | 108.89 | |
| At&t (T) | 0.5 | $2.1M | +4% | 69k | 30.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.1M | 1.0k | 2069.10 | ||
| Tyson Foods Cl A (TSN) | 0.4 | $1.9M | +3% | 26k | 74.28 | |
| Nanostring Technologies (NSTG) | 0.4 | $1.8M | NEW | 28k | 65.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.8M | +7% | 892.00 | 2062.78 | |
| Vanguard World Fds Energy Etf (VDE) | 0.4 | $1.8M | 27k | 67.99 | ||
| Pacific Biosciences of California (PACB) | 0.4 | $1.7M | NEW | 50k | 33.32 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.5M | +100% | 4.00 | 385750.00 | |
| Danimer Scientific Com Cl A (DNMR) | 0.3 | $1.5M | NEW | 40k | 37.75 | |
| Invitae (NVTA) | 0.3 | $1.4M | 36k | 38.22 | ||
| Cm Life Sciences Com Cl A (CMLF) | 0.3 | $1.3M | 87k | 14.89 | ||
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.2M | +3% | 25k | 48.30 | |
| Boston Properties (BXP) | 0.3 | $1.2M | +4% | 12k | 101.29 | |
| Facebook Cl A (FB) | 0.3 | $1.2M | -42% | 4.0k | 294.51 | |
| Royal Caribbean Cruises (RCL) | 0.3 | $1.1M | +3% | 13k | 85.59 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.3 | $1.1M | +335% | 7.6k | 147.43 | |
| Las Vegas Sands (LVS) | 0.2 | $1.1M | +3% | 18k | 60.75 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.1M | -11% | 3.0k | 364.18 | |
| Walt Disney Company (DIS) | 0.2 | $1.1M | 5.8k | 184.47 | ||
| Visa Com Cl A (V) | 0.2 | $1.0M | +25% | 4.9k | 211.82 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $1.0M | NEW | 9.8k | 101.95 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $951k | -4% | 9.4k | 101.12 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $860k | +2% | 8.3k | 104.09 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $763k | +11% | 20k | 38.41 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.2 | $707k | +99% | 8.0k | 88.69 | |
| NVIDIA Corporation (NVDA) | 0.2 | $693k | -2% | 1.3k | 533.90 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $644k | NEW | 13k | 50.81 | |
| Spdr Ser Tr Blomberg Brc Inv (FLRN) | 0.1 | $644k | NEW | 21k | 30.64 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $641k | +25% | 7.4k | 87.21 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $608k | +36% | 4.0k | 152.15 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $590k | 5.8k | 102.32 | ||
| Micron Technology (MU) | 0.1 | $568k | +6% | 6.4k | 88.24 | |
| Tesla Motors (TSLA) | 0.1 | $567k | -15% | 849.00 | 667.84 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $530k | +94% | 4.1k | 130.06 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $525k | 2.5k | 206.69 | ||
| Netflix (NFLX) | 0.1 | $488k | +9% | 935.00 | 521.93 | |
| Brf Sa Sponsored Adr (BRFS) | 0.1 | $475k | 106k | 4.49 | ||
| Penn National Gaming (PENN) | 0.1 | $453k | 4.3k | 104.86 | ||
| Nxp Semiconductors N V (NXPI) | 0.1 | $443k | +9% | 2.2k | 201.18 | |
| Lam Research Corporation (LRCX) | 0.1 | $406k | 682.00 | 595.31 | ||
| Boeing Company (BA) | 0.1 | $397k | 1.6k | 254.49 | ||
| Advanced Micro Devices (AMD) | 0.1 | $354k | 4.5k | 78.58 | ||
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $341k | 2.6k | 129.90 | ||
| Blackrock Health Sciencs Tr Com Shs (BMEZ) | 0.1 | $329k | 13k | 26.32 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $303k | +28% | 861.00 | 351.92 | |
| Shopify Cl A (SHOP) | 0.1 | $300k | +5% | 271.00 | 1107.01 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $285k | 2.6k | 108.36 | ||
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $280k | +699% | 11k | 26.74 | |
| Global Payments (GPN) | 0.1 | $279k | 1.4k | 201.59 | ||
| Booking Holdings (BKNG) | 0.1 | $270k | 116.00 | 2327.59 | ||
| Starbucks Corporation (SBUX) | 0.1 | $268k | +9% | 2.5k | 109.30 | |
| Pulte (PHM) | 0.1 | $247k | 4.7k | 52.46 | ||
| Wal-Mart Stores (WMT) | 0.1 | $244k | 1.8k | 135.56 | ||
| Microchip Technology (MCHP) | 0.1 | $240k | -45% | 1.5k | 155.14 | |
| Arista Networks (ANET) | 0.1 | $236k | NEW | 783.00 | 301.40 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $233k | 895.00 | 260.34 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $232k | NEW | 2.0k | 113.73 | |
| Paycom Software (PAYC) | 0.1 | $228k | +121% | 615.00 | 370.73 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $228k | 8.7k | 26.19 | ||
| Goldman Sachs (GS) | 0.1 | $225k | +138% | 688.00 | 327.03 | |
| Autodesk (ADSK) | 0.0 | $221k | +2054% | 797.00 | 277.29 | |
| Twilio Cl A (TWLO) | 0.0 | $220k | +12% | 647.00 | 340.03 | |
| Teradyne (TER) | 0.0 | $216k | +20% | 1.8k | 121.62 | |
| Workday Cl A (WDAY) | 0.0 | $211k | 849.00 | 248.53 | ||
| Paypal Holdings (PYPL) | 0.0 | $211k | -58% | 867.00 | 243.37 | |
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.0 | $209k | -3% | 6.5k | 32.03 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $206k | 2.2k | 95.37 | ||
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $206k | 3.3k | 63.09 | ||
| UnitedHealth (UNH) | 0.0 | $195k | +19% | 524.00 | 372.14 | |
| Sabre (SABR) | 0.0 | $190k | NEW | 13k | 14.80 | |
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $184k | 5.5k | 33.45 | ||
| Merck & Co (MRK) | 0.0 | $177k | +34% | 2.3k | 77.12 | |
| Lyft Cl A Com (LYFT) | 0.0 | $171k | NEW | 2.7k | 63.10 | |
| Swedish Expt Cr Corp Rog Agri Etn22 (RJA) | 0.0 | $170k | NEW | 24k | 6.96 | |
| Nike CL B (NKE) | 0.0 | $164k | +21% | 1.2k | 133.12 | |
| McDonald's Corporation (MCD) | 0.0 | $160k | 712.00 | 224.72 | ||
| Qualcomm (QCOM) | 0.0 | $158k | -66% | 1.2k | 132.88 | |
| General Motors Company (GM) | 0.0 | $155k | +16% | 2.7k | 57.47 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $153k | -96% | 5.8k | 26.55 | |
| Avalara (AVLR) | 0.0 | $153k | NEW | 1.2k | 133.04 | |
| Johnson & Johnson (JNJ) | 0.0 | $153k | +22% | 929.00 | 164.69 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $152k | 461.00 | 329.72 | ||
| Alteryx Com Cl A (AYX) | 0.0 | $145k | +57% | 1.8k | 82.76 | |
| Abbvie (ABBV) | 0.0 | $145k | +9% | 1.3k | 108.13 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $145k | +70% | 407.00 | 356.27 | |
| Bank of America Corporation (BAC) | 0.0 | $143k | +10% | 3.7k | 38.65 | |
| Ringcentral Cl A (RNG) | 0.0 | $142k | NEW | 476.00 | 298.32 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $141k | NEW | 217.00 | 649.77 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $141k | 1.3k | 109.56 | ||
| Uber Technologies (UBER) | 0.0 | $140k | +9% | 2.6k | 54.35 | |
| Home Depot (HD) | 0.0 | $138k | +82% | 453.00 | 304.64 | |
| Loma Negra Corp Sponsored Ads (LOMA) | 0.0 | $136k | 22k | 6.32 | ||
| Anaplan (PLAN) | 0.0 | $136k | +27% | 2.5k | 53.67 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $132k | 740.00 | 178.38 | ||
| Broadcom (AVGO) | 0.0 | $131k | +4% | 282.00 | 464.54 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $128k | +32% | 1.8k | 73.02 | |
| Eli Lilly & Co. (LLY) | 0.0 | $126k | +56% | 672.00 | 187.50 | |
| Abbott Laboratories (ABT) | 0.0 | $126k | +40% | 1.1k | 119.89 | |
| MarketAxess Holdings (MKTX) | 0.0 | $122k | +846% | 246.00 | 495.94 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $121k | +75% | 437.00 | 276.89 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $117k | -3% | 3.0k | 39.00 | |
| Medtronic SHS (MDT) | 0.0 | $116k | +31% | 983.00 | 118.01 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $114k | 1.7k | 68.47 | ||
| Peloton Interactive Cl A Com (PTON) | 0.0 | $112k | -8% | 1.0k | 112.00 | |
| Spirit Airlines (SAVE) | 0.0 | $111k | 3.0k | 37.00 | ||
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.0 | $108k | 1.2k | 89.63 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $107k | 1.7k | 62.94 | ||
| Duck Creek Technologies SHS (DCT) | 0.0 | $104k | NEW | 2.3k | 45.14 | |
| Canopy Gro (CGC) | 0.0 | $96k | 3.0k | 32.00 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $95k | +26% | 67.00 | 1417.91 | |
| Morgan Stanley Com New (MS) | 0.0 | $94k | 1.2k | 77.37 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $94k | -10% | 1.5k | 63.04 | |
| Banco Santander Adr (SAN) | 0.0 | $93k | 27k | 3.45 | ||
| Draftkings Com Cl A (DKNG) | 0.0 | $92k | -9% | 1.5k | 61.33 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $91k | -8% | 11k | 8.48 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $87k | +15% | 1.7k | 49.86 | |
| Chegg (CHGG) | 0.0 | $86k | 1.0k | 86.00 | ||
| Nextera Energy (NEE) | 0.0 | $84k | +34% | 1.1k | 75.34 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $82k | 1.6k | 52.33 | ||
| Shift4 Pmts Cl A (FOUR) | 0.0 | $82k | NEW | 1.0k | 81.67 | |
| Slack Technologies Com Cl A (WORK) | 0.0 | $81k | 2.0k | 40.50 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $80k | 635.00 | 125.98 | ||
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $79k | NEW | 4.3k | 18.37 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $78k | 340.00 | 229.41 | ||
| Thermo Fisher Scientific (TMO) | 0.0 | $78k | -2% | 171.00 | 456.14 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $78k | 414.00 | 188.41 | ||
| 3M Company (MMM) | 0.0 | $77k | 399.00 | 192.98 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $77k | +133% | 161.00 | 478.26 | |
| Pfizer (PFE) | 0.0 | $75k | +9% | 2.1k | 36.04 | |
| Procter & Gamble Company (PG) | 0.0 | $73k | +14% | 540.00 | 135.19 | |
| Crown Castle Intl (CCI) | 0.0 | $73k | 427.00 | 170.96 | ||
| Comcast Corp Cl A (CMCSA) | 0.0 | $72k | +19% | 1.3k | 54.05 | |
| Align Technology (ALGN) | 0.0 | $71k | +37% | 131.00 | 541.98 | |
| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 0.0 | $69k | 1.4k | 49.64 | ||
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $69k | +150% | 2.5k | 27.60 | |
| Humana (HUM) | 0.0 | $66k | +6% | 158.00 | 417.72 | |
| Danaher Corporation (DHR) | 0.0 | $64k | 286.00 | 223.78 | ||
| Novartis Sponsored Adr (NVS) | 0.0 | $63k | -5% | 739.00 | 85.25 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $59k | +31% | 274.00 | 215.33 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $59k | 3.4k | 17.31 | ||
| Exxon Mobil Corporation (XOM) | 0.0 | $58k | +10% | 1.0k | 55.56 | |
| Sherwin-Williams Company (SHW) | 0.0 | $58k | +77% | 78.00 | 743.59 | |
| Pepsi (PEP) | 0.0 | $57k | -4% | 404.00 | 141.09 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.0 | $56k | 370.00 | 151.35 | ||
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $56k | NEW | 1.1k | 49.34 | |
| Colgate-Palmolive Company (CL) | 0.0 | $56k | +119% | 708.00 | 79.10 | |
| Hilton Grand Vacations (HGV) | 0.0 | $56k | +50% | 1.5k | 37.33 | |
| Lululemon Athletica (LULU) | 0.0 | $55k | -17% | 180.00 | 305.56 | |
| Square Cl A (SQ) | 0.0 | $55k | -87% | 244.00 | 225.41 | |
| Boston Scientific Corporation (BSX) | 0.0 | $54k | 1.4k | 38.43 | ||
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $54k | 1.1k | 48.43 | ||
| Invesco Actively Managed Etf Total Return (GTO) | 0.0 | $54k | +7% | 960.00 | 56.25 | |
| Verizon Communications (VZ) | 0.0 | $53k | +7% | 908.00 | 58.37 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $51k | +35% | 679.00 | 75.11 | |
| Applied Materials (AMAT) | 0.0 | $51k | +117% | 383.00 | 133.16 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $51k | 190.00 | 268.42 | ||
| Honeywell International (HON) | 0.0 | $51k | +31% | 237.00 | 215.19 | |
| Marriott Intl Cl A (MAR) | 0.0 | $51k | 342.00 | 149.12 | ||
| Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $50k | 3.6k | 13.89 | ||
| Iqvia Holdings (IQV) | 0.0 | $49k | 252.00 | 194.44 | ||
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $48k | NEW | 756.00 | 63.49 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $48k | 100.00 | 480.00 | ||
| FedEx Corporation (FDX) | 0.0 | $48k | 170.00 | 282.35 | ||
| Global X Fds Telmdc&dig Etf (EDOC) | 0.0 | $48k | NEW | 2.5k | 19.12 | |
| Illumina (ILMN) | 0.0 | $47k | +46% | 122.00 | 385.25 | |
| salesforce (CRM) | 0.0 | $47k | +202% | 224.00 | 209.82 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $46k | 928.00 | 49.57 | ||
| Global X Fds Education Etf (EDUT) | 0.0 | $45k | NEW | 2.7k | 16.61 | |
| Centene Corporation (CNC) | 0.0 | $44k | 683.00 | 64.42 | ||
| Principal Financial (PFG) | 0.0 | $43k | +35% | 711.00 | 60.48 | |
| Zoetis Cl A (ZTS) | 0.0 | $43k | +321% | 274.00 | 156.93 | |
| Simon Property (SPG) | 0.0 | $42k | 370.00 | 113.51 | ||
| Skillz (SKLZ) | 0.0 | $42k | NEW | 2.2k | 19.09 | |
| Union Pacific Corporation (UNP) | 0.0 | $41k | 187.00 | 219.25 | ||
| Ishares Tr Asia 50 Etf (AIA) | 0.0 | $40k | 430.00 | 93.02 | ||
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $40k | +38% | 610.00 | 65.57 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $40k | NEW | 126.00 | 317.46 | |
| Illinois Tool Works (ITW) | 0.0 | $40k | -4% | 180.00 | 222.22 | |
| Transportadora De Gas Sur Sponsored Ads B (TGS) | 0.0 | $40k | NEW | 8.2k | 4.88 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $39k | -5% | 404.00 | 96.53 | |
| Coca-Cola Company (KO) | 0.0 | $38k | +23% | 723.00 | 52.56 | |
| Edwards Lifesciences (EW) | 0.0 | $38k | +18% | 452.00 | 84.07 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $37k | +51% | 50.00 | 740.00 | |
| Anthem (ANTM) | 0.0 | $37k | 104.00 | 355.77 | ||
| Carlyle Group (CG) | 0.0 | $37k | +37% | 1.0k | 36.82 | |
| Japan Smaller Capitalizaion Fund (JOF) | 0.0 | $36k | 3.9k | 9.23 | ||
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $36k | NEW | 785.00 | 45.86 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $36k | +1166% | 76.00 | 473.68 | |
| Ecolab (ECL) | 0.0 | $36k | +52% | 168.00 | 214.29 | |
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.0 | $36k | +473% | 4.8k | 7.52 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $34k | +45% | 870.00 | 39.08 | |
| Fastly Cl A (FSLY) | 0.0 | $34k | 500.00 | 68.00 | ||
| Gran Tierra Energy (GTE) | 0.0 | $33k | +4% | 47k | 0.70 | |
| Chevron Corporation (CVX) | 0.0 | $32k | 306.00 | 104.58 | ||
| Clorox Company (CLX) | 0.0 | $32k | 164.00 | 195.12 | ||
| Aon Shs Cl A (AON) | 0.0 | $32k | +318% | 138.00 | 231.88 | |
| Intel Corporation (INTC) | 0.0 | $32k | 500.00 | 64.00 | ||
| Servicenow (NOW) | 0.0 | $32k | +530% | 63.00 | 507.94 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $32k | 264.00 | 121.21 | ||
| General Electric Company (GE) | 0.0 | $32k | -34% | 2.4k | 13.26 | |
| Linde SHS (LIN) | 0.0 | $31k | +46% | 111.00 | 279.28 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $31k | +51% | 106.00 | 292.45 | |
| PNC Financial Services (PNC) | 0.0 | $30k | 170.00 | 176.47 | ||
| Dex (DXCM) | 0.0 | $30k | +53% | 83.00 | 361.45 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $30k | NEW | 160.00 | 187.50 | |
| Horizon Therapeutics Pub L SHS (HZNP) | 0.0 | $30k | -20% | 329.00 | 91.19 | |
| Progressive Corporation (PGR) | 0.0 | $30k | +55% | 312.00 | 96.15 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $29k | 400.00 | 72.50 | ||
| Stryker Corporation (SYK) | 0.0 | $29k | 121.00 | 239.67 | ||
Past Filings by Evolution Wealth Advisors
SEC 13F filings are viewable for Evolution Wealth Advisors going back to 2018
- Evolution Wealth Advisors 2021 Q1 filed April 20, 2021
- 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