Evolution Wealth Management Inc. Sells in Q3 2025

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
-122
- 63.87%
$121.35 - $144.54 $14.8K - $17.6K
69 $9.97M
AMAT
Applied Materials Inc

Technology
-77
- 71.3%
$156.25 - $204.95 $12K - $15.8K
31 $6.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-387
- 7.3%
$182.33 - $194.5 $70.6K - $75.3K
4.91K $955M
IEMG
Ishares Inc

ETFs
-329
- 21.5%
N/A
1.2K $79.2M
UNH
Unitedhealth Group Inc

Healthcare
-41
- 71.93%
$237.77 - $353.61 $9.75K - $14.5K
16 $5.53M
INTU
Intuit Inc

Technology
-15
- 78.95%
$646.03 - $807.39 $9.69K - $12.1K
4 $2.73M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-492
- 15.64%
$22.9 - $23.58 $11.3K - $11.6K
2.65K $62.3M
MRK
Merck & Co., Inc.

Healthcare
-151
- 38.13%
$77.6 - $87.37 $11.7K - $13.2K
245 $20.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-123
- 50.83%
$85.01 - $90.35 $10.5K - $11.1K
119 $10.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
-122
- 49.8%
$92.26 - $97.51 $11.3K - $11.9K
123 $11.9M
PNW
Pinnacle West Capital Corp

Utilities
-104
- 94.55%
$85.87 - $94.45 $8.93K - $9.82K
6 $538K
KO
Coca Cola CO

Consumer Defensive
-127
- 79.38%
$65.67 - $71.67 $8.34K - $9.1K
33 $2.19M
LLY
Eli Lilly & CO

Healthcare
-11
- 29.73%
$625.65 - $812.69 $6.88K - $8.94K
26 $19.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-147
- 35.51%
$55.61 - $57.37 $8.17K - $8.43K
267 $15.2M
CVX
Chevron Corp

Energy
-79
- 22.97%
$145.57 - $161.83 $11.5K - $12.8K
265 $41.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-331
- 7.86%
$50.02 - $53.28 $16.6K - $17.6K
3.88K $203M
ARCC
Ares Capital Corp

Financial Services
-333
- 55.59%
$20.41 - $23.25 $6.8K - $7.74K
266 $5.43M
WEC
Wec Energy Group, Inc.

Utilities
-75
- 79.79%
$103.66 - $114.59 $7.77K - $8.59K
19 $2.18M
VZ
Verizon Communications Inc

Communication Services
-394
- 2.75%
$40.84 - $45.06 $16.1K - $17.8K
13.9K $613M
DIS
Walt Disney CO

Communication Services
-53
- 41.73%
$112.25 - $124.0 $5.95K - $6.57K
74 $8.5M
MCHP
Microchip Technology Inc

Technology
-100
- 98.04%
$60.95 - $75.26 $6.1K - $7.53K
2 $128K
Innovator Etfs Trust
-389
- 6.1%
N/A
5.99K $162M
C
Citigroup Inc

Financial Services
-101
- 46.54%
$85.57 - $103.49 $8.64K - $10.5K
116 $11.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-128
- 57.92%
$53.81 - $57.52 $6.89K - $7.36K
93 $5.35M
Arista Networks Inc
-75
- 75.0%
N/A
25 $3.64M
NEE
Nextera Energy Inc

Utilities
-108
- 39.85%
$69.77 - $77.54 $7.54K - $8.37K
163 $12.3M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-156
- 5.23%
N/A
2.83K $132M
MDT
Medtronic PLC

Healthcare
-76
- 40.64%
$87.67 - $95.74 $6.66K - $7.28K
111 $10.6M
BMY
Bristol Myers Squibb CO

Healthcare
-118
- 52.91%
$43.31 - $48.98 $5.11K - $5.78K
105 $4.74M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-200
- 3.79%
$43.1 - $44.6 $8.62K - $8.92K
5.08K $225M
DOV
Dover Corp

Industrials
-28
- 90.32%
$165.59 - $190.9 $4.64K - $5.35K
3 $500K
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
-164
- 22.25%
$36.79 - $39.01 $6.03K - $6.4K
573 $22.3M
PEP
Pepsico Inc

Consumer Defensive
-46
- 22.66%
$133.81 - $152.16 $6.16K - $7K
157 $22M
JNJ
Johnson & Johnson

Healthcare
-56
- 31.46%
$155.17 - $185.42 $8.69K - $10.4K
122 $22.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16
- 38.1%
$404.94 - $499.99 $6.48K - $8K
26 $12.6M
DELL
Dell Technologies Inc.

Technology
-50
- 33.33%
$120.96 - $141.77 $6.05K - $7.09K
100 $14.2M
PG
Procter & Gamble CO

Consumer Defensive
-26
- 66.67%
$150.47 - $161.22 $3.91K - $4.19K
13 $2M
GILD
Gilead Sciences, Inc.

Healthcare
-37
- 38.54%
$108.22 - $120.47 $4K - $4.46K
59 $6.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-76
- 13.06%
$84.28 - $89.46 $6.41K - $6.8K
506 $45M
AVSC
American Centy ETF Tr Avantis
-108
- 22.27%
$51.33 - $58.63 $5.54K - $6.33K
377 $21.6M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-171
- 14.87%
$26.46 - $28.43 $4.52K - $4.86K
979 $27.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-269
- 7.79%
$62.54 - $68.42 $16.8K - $18.4K
3.18K $215M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-378
- 7.37%
$31.31 - $34.54 $11.8K - $13.1K
4.75K $160M
AVDV
American Centy ETF Tr Avantis

ETFs
-41
- 46.07%
$79.24 - $89.03 $3.25K - $3.65K
48 $4.27M
ABBV
Abb Vie Inc.

Healthcare
-39
- 27.86%
$184.85 - $231.54 $7.21K - $9.03K
101 $23.4M
T
At&T Inc.

Communication Services
-80
- 24.46%
$26.94 - $29.62 $2.16K - $2.37K
247 $6.98M
HON
Honeywell International Inc

Industrials
-8
- 80.0%
$207.7 - $240.4 $1.66K - $1.92K
2 $421K
AVRE
American Centy ETF Tr Avantis
-45
- 46.39%
$43.53 - $45.34 $1.96K - $2.04K
52 $2.31M
ITW
Illinois Tool Works Inc

Industrials
-8
- 44.44%
$252.31 - $269.41 $2.02K - $2.16K
10 $2.61M
Activity Summary
Buys All Purchases 232 New Holdings 118 Increased Positions 114 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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