Evolve Private Wealth
Latest statistics and disclosures from Evolve Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HTRB, BOND, NVDA, AAPL, AGG, and represent 14.76% of Evolve Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$12M), DG, HTRB, RNR, AIG, VCRB, ARW, BOND, NYT, LAMR.
- Started 272 new stock positions in RRC, WST, STM, ESAB, WU, GTLB, H, FBIN, CCL, GWRE.
- Reduced shares in these 10 stocks: SGOV (-$78M), AAPL (-$41M), , IVV (-$10M), AMZN (-$10M), MSFT (-$8.9M), GOOG (-$8.6M), VTI (-$8.2M), TAFI (-$7.7M), NVDA (-$7.2M).
- Sold out of its positions in T, ANF, Air Lease Corp, ALIT, ATI, LNT, ARES, AGX, AWI, ADSK.
- Evolve Private Wealth was a net seller of stock by $-415M.
- Evolve Private Wealth has $1.6B in assets under management (AUM), dropping by -12.56%.
- Central Index Key (CIK): 0002111131
Tip: Access up to 7 years of quarterly data
Positions held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Evolve Private Wealth
Evolve Private Wealth holds 1003 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Evolve Private Wealth has 1003 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evolve Private Wealth June 30, 2026 positions
- Download the Evolve Private Wealth June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 3.1 | $51M | +6% | 1.5M | 33.87 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 3.1 | $51M | +5% | 553k | 92.21 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $49M | -12% | 246k | 200.09 |
|
| Apple (AAPL) | 2.8 | $46M | -46% | 159k | 289.36 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $44M | +2% | 445k | 98.98 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.4 | $39M | +7% | 500k | 77.23 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.0 | $33M | -4% | 454k | 73.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $30M | -11% | 84k | 357.37 |
|
| Ishares Tr International Sl (ISCF) | 1.8 | $30M | +6% | 688k | 43.29 |
|
| Microsoft Corporation (MSFT) | 1.7 | $28M | -24% | 74k | 373.02 |
|
| Ishares Emng Mkts Eqt (EMGF) | 1.7 | $27M | +2% | 374k | 73.26 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 1.3 | $22M | +4% | 964k | 22.29 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.2 | $20M | +10% | 266k | 75.51 |
|
| Broadcom (AVGO) | 1.1 | $18M | -23% | 48k | 377.76 |
|
| Micron Technology (MU) | 1.1 | $18M | -4% | 16k | 1154.32 |
|
| Amazon (AMZN) | 1.1 | $17M | -36% | 72k | 238.34 |
|
| Pimco Equity Ser Rafi Dyn Emerg (MFEM) | 1.0 | $17M | +4% | 585k | 28.23 |
|
| Lam Research Corp Com New (LRCX) | 1.0 | $16M | -8% | 37k | 433.59 |
|
| Kla Corp Com New (KLAC) | 0.8 | $14M | +837% | 45k | 301.71 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.8 | $13M | 148k | 89.14 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $13M | -15% | 156k | 82.84 |
|
| Meta Platforms Cl A (META) | 0.8 | $13M | -19% | 23k | 563.28 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $11M | -25% | 34k | 327.33 |
|
| General Motors Company (GM) | 0.6 | $11M | -5% | 136k | 77.08 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $9.5M | -46% | 26k | 370.04 |
|
| Jabil Circuit (JBL) | 0.6 | $9.3M | -2% | 24k | 385.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $9.2M | -48% | 26k | 353.33 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.6 | $9.2M | 121k | 75.63 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $8.0M | -27% | 31k | 253.97 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.5 | $7.7M | 134k | 57.67 |
|
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.5 | $7.5M | +2% | 158k | 47.23 |
|
| Caterpillar (CAT) | 0.5 | $7.4M | -15% | 6.9k | 1064.97 |
|
| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.4 | $7.2M | 93k | 77.58 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $7.2M | +5% | 270k | 26.50 |
|
| Hewlett Packard Enterprise (HPE) | 0.4 | $6.9M | -17% | 154k | 45.25 |
|
| United Therapeutics Corporation (UTHR) | 0.4 | $6.9M | 13k | 541.83 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $6.9M | -27% | 5.7k | 1199.39 |
|
| Tesla Motors (TSLA) | 0.4 | $6.8M | -42% | 16k | 420.61 |
|
| Capital One Financial (COF) | 0.4 | $6.8M | -8% | 34k | 200.62 |
|
| Cisco Systems (CSCO) | 0.4 | $6.8M | -33% | 58k | 117.46 |
|
| Merck & Co (MRK) | 0.4 | $6.7M | -19% | 52k | 129.36 |
|
| Delta Air Lines Com New (DAL) | 0.4 | $6.7M | 71k | 93.66 |
|
|
| 2023 Etf Series Trust Brandes Intl Etf (BINV) | 0.4 | $6.3M | +3% | 151k | 41.96 |
|
| Flex Ord (FLEX) | 0.4 | $6.3M | -7% | 39k | 162.07 |
|
| Wal-Mart Stores (WMT) | 0.4 | $5.9M | -32% | 53k | 113.26 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.4 | $5.8M | -93% | 58k | 100.67 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $5.8M | -3% | 100k | 57.62 |
|
| Synchrony Financial (SYF) | 0.3 | $5.7M | -7% | 75k | 76.05 |
|
| Expedia Group Com New (EXPE) | 0.3 | $5.5M | +6% | 21k | 255.88 |
|
| Toll Brothers (TOL) | 0.3 | $5.3M | 32k | 164.75 |
|
|
| American Express Company (AXP) | 0.3 | $5.2M | -25% | 15k | 338.24 |
|
| Vistra Energy (VST) | 0.3 | $5.1M | -8% | 32k | 158.63 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.0M | -52% | 10k | 500.39 |
|
| Hldgs (UAL) | 0.3 | $5.0M | -5% | 37k | 135.99 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $5.0M | -14% | 48k | 103.45 |
|
| Axis Cap Hldgs SHS (AXS) | 0.3 | $5.0M | -2% | 46k | 107.87 |
|
| Intel Corporation (INTC) | 0.3 | $4.8M | -46% | 35k | 139.63 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $4.8M | -12% | 30k | 158.03 |
|
| Allison Transmission Hldngs I (ALSN) | 0.3 | $4.7M | -8% | 42k | 112.74 |
|
| D.R. Horton (DHI) | 0.3 | $4.7M | -6% | 29k | 162.88 |
|
| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.3 | $4.7M | 133k | 35.03 |
|
|
| Altria (MO) | 0.3 | $4.6M | -6% | 63k | 73.02 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.3 | $4.6M | 112k | 40.96 |
|
|
| UnitedHealth (UNH) | 0.3 | $4.6M | 11k | 415.63 |
|
|
| Wisdomtree Tr Us Multifactor (USMF) | 0.3 | $4.5M | +3% | 83k | 54.24 |
|
| Valero Energy Corporation (VLO) | 0.3 | $4.4M | -28% | 17k | 260.44 |
|
| Pimco Equity Ser Rafi Dyn Multi (MFDX) | 0.3 | $4.3M | 104k | 41.64 |
|
|
| Acuity Brands (AYI) | 0.3 | $4.3M | +5% | 12k | 376.64 |
|
| Snap-on Incorporated (SNA) | 0.3 | $4.3M | -5% | 11k | 402.41 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $4.3M | -2% | 2.2k | 1989.75 |
|
| Stifel Financial (SF) | 0.3 | $4.2M | -3% | 60k | 69.77 |
|
| Comfort Systems USA (FIX) | 0.3 | $4.2M | -3% | 2.1k | 1982.00 |
|
| Williams-Sonoma (WSM) | 0.3 | $4.1M | -4% | 18k | 233.10 |
|
| Dollar General (DG) | 0.3 | $4.1M | +445% | 36k | 115.11 |
|
| Howmet Aerospace (HWM) | 0.2 | $4.0M | -9% | 15k | 268.85 |
|
| Barclays Adr (BCS) | 0.2 | $4.0M | 149k | 26.86 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $4.0M | -8% | 11k | 373.72 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.9M | -72% | 5.2k | 748.94 |
|
| Advanced Micro Devices (AMD) | 0.2 | $3.9M | -36% | 6.8k | 580.91 |
|
| Old Republic International Corporation (ORI) | 0.2 | $3.9M | -8% | 95k | 40.92 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.2 | $3.9M | +21% | 20k | 190.92 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $3.9M | -7% | 24k | 162.98 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $3.8M | -17% | 7.9k | 478.49 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.7M | -45% | 3.9k | 935.53 |
|
| AutoNation (AN) | 0.2 | $3.6M | 19k | 185.79 |
|
|
| Qualcomm (QCOM) | 0.2 | $3.6M | -25% | 19k | 184.79 |
|
| Envista Hldgs Corp (NVST) | 0.2 | $3.6M | +34% | 136k | 26.35 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $3.5M | +4% | 35k | 98.20 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $3.4M | -3% | 22k | 156.72 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.4M | -34% | 4.6k | 736.83 |
|
| J.B. Hunt Transport Services (JBHT) | 0.2 | $3.4M | 12k | 289.44 |
|
|
| Verizon Communications (VZ) | 0.2 | $3.4M | -8% | 79k | 42.34 |
|
| UGI Corporation (UGI) | 0.2 | $3.4M | +4% | 96k | 34.92 |
|
| Western Digital (WDC) | 0.2 | $3.3M | -26% | 5.2k | 638.77 |
|
| Arrow Electronics (ARW) | 0.2 | $3.3M | +318% | 16k | 213.41 |
|
| Match Group (MTCH) | 0.2 | $3.3M | -10% | 86k | 38.05 |
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $3.3M | +224% | 21k | 155.99 |
|
| Boyd Gaming Corporation (BYD) | 0.2 | $3.2M | -4% | 36k | 88.53 |
|
| Vanguard Fixed Income Secs F High-yield Actv (VGHY) | 0.2 | $3.2M | 43k | 74.85 |
|
|
| Hca Holdings (HCA) | 0.2 | $3.2M | +7% | 8.2k | 389.90 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $3.2M | 33k | 97.06 |
|
|
| Pulte (PHM) | 0.2 | $3.1M | 23k | 137.48 |
|
|
| eBay (EBAY) | 0.2 | $3.0M | -6% | 27k | 111.75 |
|
| Emcor (EME) | 0.2 | $3.0M | 3.7k | 829.91 |
|
|
| NetApp (NTAP) | 0.2 | $3.0M | -7% | 20k | 154.76 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $3.0M | +164% | 121k | 24.55 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.2 | $2.9M | +363% | 42k | 69.98 |
|
| MGIC Investment (MTG) | 0.2 | $2.9M | -2% | 104k | 28.20 |
|
| Citigroup Com New (C) | 0.2 | $2.9M | -14% | 21k | 139.96 |
|
| salesforce (CRM) | 0.2 | $2.9M | +4% | 18k | 157.10 |
|
| Simon Property (SPG) | 0.2 | $2.9M | -19% | 13k | 223.66 |
|
| Ge Vernova (GEV) | 0.2 | $2.8M | -22% | 2.4k | 1175.39 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.2 | $2.8M | -11% | 95k | 29.40 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $2.8M | NEW | 8.8k | 316.82 |
|
| Edison International (EIX) | 0.2 | $2.7M | -8% | 37k | 74.45 |
|
| Centene Corporation (CNC) | 0.2 | $2.7M | -16% | 43k | 64.19 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.2 | $2.7M | +6% | 45k | 60.22 |
|
| Kroger (KR) | 0.2 | $2.7M | -7% | 49k | 55.53 |
|
| Chubb (CB) | 0.2 | $2.7M | -23% | 7.9k | 341.68 |
|
| PNC Financial Services (PNC) | 0.2 | $2.7M | -6% | 11k | 246.23 |
|
| American Intl Group Com New (AIG) | 0.2 | $2.6M | NEW | 36k | 74.53 |
|
| CF Industries Holdings (CF) | 0.2 | $2.6M | -2% | 24k | 108.26 |
|
| Boulder Growth & Income Fund (STEW) | 0.2 | $2.6M | -7% | 146k | 17.90 |
|
| Gilead Sciences (GILD) | 0.2 | $2.6M | -27% | 20k | 126.35 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $2.5M | -45% | 1.8k | 1384.68 |
|
| Nfj Dividend Interest (NFJ) | 0.2 | $2.5M | -5% | 164k | 15.19 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.2 | $2.5M | -17% | 8.0k | 309.95 |
|
| Natwest Group Spons Adr (NWG) | 0.2 | $2.5M | 139k | 17.63 |
|
|
| Central Securities (CET) | 0.1 | $2.5M | -5% | 47k | 52.45 |
|
| Reliance Steel & Aluminum (RS) | 0.1 | $2.4M | -13% | 6.5k | 373.61 |
|
| General American Investors (GAM) | 0.1 | $2.4M | -5% | 38k | 63.75 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $2.4M | -50% | 3.3k | 747.63 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.1 | $2.4M | +6% | 24k | 100.60 |
|
| Visa Com Cl A (V) | 0.1 | $2.4M | -21% | 7.1k | 343.11 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $2.4M | +6% | 42k | 57.64 |
|
| PG&E Corporation (PCG) | 0.1 | $2.4M | 141k | 16.87 |
|
|
| Sandisk Corp (SNDK) | 0.1 | $2.4M | -53% | 1.0k | 2274.63 |
|
| International Business Machines (IBM) | 0.1 | $2.3M | -73% | 8.3k | 281.20 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.2M | -32% | 39k | 56.98 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $2.2M | +4% | 23k | 95.10 |
|
| Technipfmc (FTI) | 0.1 | $2.2M | -4% | 33k | 66.30 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $2.2M | +6% | 231k | 9.58 |
|
| Mueller Industries (MLI) | 0.1 | $2.2M | 18k | 122.93 |
|
|
| Morgan Stanley Etf Trust Calve Index Etf (CVIE) | 0.1 | $2.2M | 25k | 85.01 |
|
|
| FedEx Corporation (FDX) | 0.1 | $2.1M | -12% | 6.8k | 314.33 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.1M | +11% | 23k | 90.74 |
|
| Fortinet (FTNT) | 0.1 | $2.1M | -12% | 14k | 153.62 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $2.1M | -7% | 6.2k | 334.82 |
|
| Exelixis (EXEL) | 0.1 | $2.1M | 38k | 54.41 |
|
|
| Adams Express Company (ADX) | 0.1 | $2.0M | -4% | 79k | 25.55 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.0M | -17% | 3.9k | 513.65 |
|
| Virtus Allianzgi Equity & Conv (NIE) | 0.1 | $2.0M | -5% | 75k | 26.86 |
|
| Royce Value Trust (RVT) | 0.1 | $2.0M | -2% | 108k | 18.47 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $2.0M | -4% | 37k | 53.79 |
|
| Tri-Continental Corporation (TY) | 0.1 | $2.0M | -6% | 57k | 34.42 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.9M | -27% | 11k | 169.88 |
|
| Incyte Corporation (INCY) | 0.1 | $1.9M | -3% | 17k | 113.36 |
|
| Globe Life (GL) | 0.1 | $1.9M | +3% | 11k | 178.69 |
|
| Illumina (ILMN) | 0.1 | $1.9M | -11% | 11k | 175.83 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $1.9M | -10% | 35k | 52.86 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $1.8M | +13% | 13k | 143.10 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.8M | -34% | 5.1k | 354.21 |
|
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.1 | $1.8M | 19k | 94.47 |
|
|
| Pepsi (PEP) | 0.1 | $1.8M | -39% | 13k | 135.50 |
|
| Ross Stores (ROST) | 0.1 | $1.8M | +70% | 8.4k | 212.86 |
|
| Teradyne (TER) | 0.1 | $1.8M | -6% | 3.7k | 483.85 |
|
| Chevron Corporation (CVX) | 0.1 | $1.8M | -58% | 11k | 165.76 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.1 | $1.8M | 19k | 90.76 |
|
|
| Neuberger Next Generation Common Stock (NBXG) | 0.1 | $1.7M | -5% | 105k | 16.54 |
|
| Abbvie (ABBV) | 0.1 | $1.7M | -51% | 6.9k | 251.64 |
|
| Thornburg Income Builder (TBLD) | 0.1 | $1.7M | -7% | 78k | 22.07 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $1.7M | 153k | 11.15 |
|
|
| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.1 | $1.7M | -2% | 57k | 30.03 |
|
| Tapestry (TPR) | 0.1 | $1.7M | -26% | 12k | 146.38 |
|
| Adeia (ADEA) | 0.1 | $1.7M | +3% | 52k | 32.93 |
|
| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.1 | $1.7M | -19% | 165k | 10.31 |
|
| Suncor Energy (SU) | 0.1 | $1.7M | +4% | 31k | 53.69 |
|
| TJX Companies (TJX) | 0.1 | $1.7M | -20% | 11k | 151.51 |
|
| Gabelli Healthcare & Wellnes SHS (GRX) | 0.1 | $1.7M | 177k | 9.45 |
|
|
| Goldman Sachs (GS) | 0.1 | $1.7M | -49% | 1.6k | 1011.70 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.7M | -16% | 21k | 77.55 |
|
| Royce Micro Capital Trust (RMT) | 0.1 | $1.6M | -3% | 113k | 14.64 |
|
| Sterling Construction Company (STRL) | 0.1 | $1.6M | -45% | 2.0k | 839.36 |
|
| Cummins (CMI) | 0.1 | $1.6M | +5% | 2.3k | 713.18 |
|
| Imperial Oil Com New (IMO) | 0.1 | $1.6M | +6% | 15k | 112.64 |
|
| Home Depot (HD) | 0.1 | $1.6M | -28% | 4.6k | 352.69 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.6M | -44% | 14k | 116.67 |
|
| Applied Materials (AMAT) | 0.1 | $1.6M | -22% | 2.2k | 722.86 |
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.1 | $1.6M | -17% | 38k | 42.87 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $1.6M | -29% | 15k | 107.50 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $1.6M | 29k | 55.93 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.6M | -59% | 11k | 146.55 |
|
| Axcelis Technologies Com New (ACLS) | 0.1 | $1.6M | +7% | 8.3k | 189.45 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $1.5M | 49k | 31.38 |
|
|
| Taiwan Fund (TWN) | 0.1 | $1.5M | -6% | 16k | 96.17 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $1.5M | +10% | 24k | 62.89 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.5M | 9.8k | 154.30 |
|
|
| Affiliated Managers (AMG) | 0.1 | $1.5M | +20% | 4.4k | 338.40 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $1.5M | -6% | 5.8k | 254.50 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $1.5M | +3% | 23k | 64.75 |
|
| Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) | 0.1 | $1.5M | -9% | 94k | 15.72 |
|
| Bel Fuse CL B (BELFB) | 0.1 | $1.5M | +7% | 4.4k | 333.05 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $1.5M | -33% | 3.0k | 490.56 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.5M | +3% | 24k | 61.76 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.5M | -42% | 2.9k | 510.33 |
|
| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $1.4M | +13% | 94k | 15.35 |
|
| Boeing Company (BA) | 0.1 | $1.4M | +15% | 6.6k | 216.46 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.4M | -14% | 4.1k | 343.93 |
|
| Ies Hldgs (IESC) | 0.1 | $1.4M | -24% | 1.9k | 734.66 |
|
| Bofi Holding (AX) | 0.1 | $1.4M | +5% | 14k | 97.39 |
|
| Medpace Hldgs (MEDP) | 0.1 | $1.4M | 2.6k | 529.59 |
|
|
| Sprott Focus Tr (FUND) | 0.1 | $1.4M | -3% | 146k | 9.48 |
|
| Verisign (VRSN) | 0.1 | $1.4M | +28% | 5.5k | 251.57 |
|
| Eversource Energy (ES) | 0.1 | $1.4M | +150% | 19k | 72.30 |
|
| Sun Life Financial (SLF) | 0.1 | $1.4M | +7% | 17k | 78.43 |
|
| Phillips 66 (PSX) | 0.1 | $1.4M | -14% | 8.0k | 169.05 |
|
| 3M Company (MMM) | 0.1 | $1.3M | -24% | 8.3k | 161.92 |
|
| Natera (NTRA) | 0.1 | $1.3M | -7% | 4.9k | 271.45 |
|
| Target Corporation (TGT) | 0.1 | $1.3M | -31% | 10k | 130.61 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $1.3M | +15% | 9.1k | 146.47 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.3M | -50% | 3.1k | 431.48 |
|
| Matson (MATX) | 0.1 | $1.3M | 6.8k | 192.24 |
|
|
| Mainstay Cbre Global (MEGI) | 0.1 | $1.3M | -6% | 85k | 15.20 |
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $1.3M | -13% | 3.2k | 402.44 |
|
| Netflix (NFLX) | 0.1 | $1.3M | -45% | 18k | 71.40 |
|
| Garrett Motion (GTX) | 0.1 | $1.3M | 35k | 36.23 |
|
|
| InterDigital (IDCC) | 0.1 | $1.3M | +4% | 4.5k | 283.14 |
|
| Granite Construction (GVA) | 0.1 | $1.3M | 8.0k | 158.21 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.2M | -66% | 1.3k | 965.61 |
|
| MasTec (MTZ) | 0.1 | $1.2M | -18% | 3.0k | 416.06 |
|
| Adtalem Global Ed (CVSA) | 0.1 | $1.2M | +6% | 9.8k | 124.66 |
|
| Applied Industrial Technologies (AIT) | 0.1 | $1.2M | +10% | 3.6k | 338.14 |
|
| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.1 | $1.2M | -2% | 31k | 39.27 |
|
| Nuveen Variable Rate Pref Incm Cf (NPFD) | 0.1 | $1.2M | -6% | 64k | 18.98 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | -79% | 1.8k | 686.75 |
|
| Penguin Solutions (PENG) | 0.1 | $1.2M | 16k | 76.01 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.2M | -8% | 11k | 107.62 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $1.2M | +267% | 15k | 77.79 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.2M | -21% | 6.7k | 176.57 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $1.2M | +185% | 47k | 25.26 |
|
| BlackRock Global Opportunities Equity Tr (BOE) | 0.1 | $1.2M | -4% | 98k | 12.09 |
|
| Abrdn Healthcare Investors Sh Ben Int (HQH) | 0.1 | $1.2M | -6% | 54k | 21.98 |
|
| Molina Healthcare (MOH) | 0.1 | $1.2M | +105% | 5.1k | 228.70 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $1.2M | -16% | 6.2k | 187.08 |
|
| Pgim Short Dur Hig Yld Opp F (SDHY) | 0.1 | $1.2M | -8% | 71k | 16.39 |
|
| TTM Technologies (TTMI) | 0.1 | $1.2M | -62% | 6.2k | 187.02 |
|
| Hf Sinclair Corp (DINO) | 0.1 | $1.2M | -13% | 17k | 69.65 |
|
| S&p Global (SPGI) | 0.1 | $1.1M | -11% | 2.8k | 407.19 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | -34% | 14k | 82.64 |
|
| Bank Ozk (OZK) | 0.1 | $1.1M | +12% | 22k | 52.09 |
|
Past Filings by Evolve Private Wealth
SEC 13F filings are viewable for Evolve Private Wealth going back to 2026
- Evolve Private Wealth 2026 Q2 filed Aug. 12, 2026
- Evolve Private Wealth 2026 Q1 filed April 16, 2026