Evolution Advisers, Inc. Purchases in Q3 2024

Evolution Advisers, Inc.

  • $184 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.33K
+ 0.58%
$41.9 - $48.26 $55.6K - $64K
232K $11.1M
BNDX
Vanguard Total International B

ETFs
6.41K
+ 1.56%
$48.42 - $50.35 $310K - $323K
418K $21M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.4K
+ 1.34%
$76.38 - $78.87 $183K - $189K
181K $14.3M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
7.62K
+ 15.62%
$37.61 - $41.72 $287K - $318K
56.4K $2.35M
NUDM
Nuveen Esg International Devel

ETFs
1.01K
+ 0.72%
$30.15 - $34.01 $30.5K - $34.4K
141K $4.74M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.02K
+ 1.36%
$74.26 - $78.84 $75.6K - $80.3K
75.6K $5.93M
HCA
Hca Healthcare, Inc.

Healthcare
379
+ 430.68%
$315.12 - $406.43 $119K - $154K
467 $189K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
4.33K
+ 7.51%
$21.61 - $22.87 $93.5K - $99K
62K $1.41M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
120
+ 0.25%
$26.13 - $31.72 $3.14K - $3.81K
47.6K $1.48M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.03%
$66.91 - $81.4 $66.9 - $81.4
3.47K $280K
VTI
Vanguard Total Stock Market Et

ETFs
1.13K
+ 3.47%
$255.18 - $283.2 $288K - $319K
33.6K $198K
VEU
Vanguard Ftse All World Ex Us

ETFs
276
+ 16.74%
$56.47 - $63.69 $15.6K - $17.6K
1.93K $121K
Amentum Holdings Inc
600
New
N/A
600 $19K
D
Dominion Energy, Inc

Utilities
15
+ 0.77%
$48.01 - $58.53 $720 - $878
1.97K $114K
SPMD
Spdr Portfolio

ETFs
318
+ 2120.0%
$50.29 - $54.92 $16K - $17.5K
333 $18K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
189
+ 14.22%
$59.93 - $66.52 $11.3K - $12.6K
1.52K $100K
DFAI
Dimensional ETF Tr

ETFs
468
+ 396.61%
$28.69 - $32.06 $13.4K - $15K
586 $18K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
170
New
$77.02 - $85.06 $13.1K - $14.5K
170 $14K
CEG
Constellation Energy Corp

Utilities
1
+ 0.43%
$167.08 - $262.86 $167 - $263
232 $60K
XOM
Exxon Mobil Corp

Energy
10
+ 0.21%
$109.72 - $119.0 $1.1K - $1.19K
4.84K $567K
DFAS
Dimensional ETF Tr U S Small C

ETFs
142
New
$59.25 - $65.33 $8.41K - $9.28K
142 $9K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
143
New
$60.84 - $67.51 $8.7K - $9.65K
143 $9K
SCHG
Schwab Strategic Tr Us Large C

ETFs
50
+ 5.68%
$92.63 - $105.69 $4.63K - $5.28K
930 $96K
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.35%
$44.74 - $53.22 $224 - $266
1.44K $76K
DFUS
Dimensional ETF Tr U S Equity

ETFs
137
New
$56.04 - $62.2 $7.68K - $8.52K
137 $8K
PPL
Ppl Corp

Utilities
11
+ 0.92%
$27.36 - $33.08 $301 - $364
1.2K $39K
CTAS
Cintas Corp

Industrials
135
+ 300.0%
$201.38 - $819.83 $27.2K - $111K
180 $37K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.24%
$145.48 - $167.38 $145 - $167
412 $66K
EXC
Exelon Corp

Utilities
7
+ 0.94%
$34.24 - $40.55 $240 - $284
752 $30K
AVGO
Broadcom Inc.

Technology
405
+ 900.0%
$136.27 - $1745.86 $55.2K - $707K
450 $77K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
109
New
$33.74 - $37.96 $3.68K - $4.14K
109 $4K
HSY
Hershey CO

Consumer Defensive
1
+ 0.26%
$182.45 - $203.25 $182 - $203
380 $72K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
26
New
$119.93 - $131.26 $3.12K - $3.41K
26 $3K
WSM
Williams Sonoma Inc

Consumer Cyclical
66
+ 100.0%
$128.47 - $280.94 $8.48K - $18.5K
132 $20K
SPYG
Spdr Portfolio

ETFs
24
New
$73.38 - $84.1 $1.76K - $2.02K
24 $2K
MO
Altria Group, Inc.

Consumer Defensive
3
+ 1.1%
$45.95 - $54.71 $138 - $164
276 $14K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
54
New
$41.02 - $46.01 $2.22K - $2.48K
54 $2K
QUAL
Ishares Msci Usa Quality Facto

ETFs
10
New
$162.64 - $179.3 $1.63K - $1.79K
10 $1K
MKL
Markel Corp

Financial Services
1
+ 1.39%
$1494.55 - $1645.69 $1.49K - $1.65K
73 $115K
T
At&T Inc.

Communication Services
5
+ 0.86%
$18.21 - $22.28 $91.1 - $111
585 $12K
Smurfit Westrock PLC
16
New
N/A
16 $0
HON
Honeywell International Inc

Industrials
1
+ 0.74%
$196.73 - $220.21 $197 - $220
136 $28K
Grayscale Bitcoin Mini Tr Bt
5
New
N/A
5 $0
SYF
Synchrony Financial

Financial Services
1
+ 1.37%
$43.77 - $52.22 $43.8 - $52.2
74 $3K
VZ
Verizon Communications Inc

Communication Services
3
+ 2.01%
$38.89 - $45.0 $117 - $135
152 $6K
BAC
Bank Of America Corp

Financial Services
1
+ 0.81%
$36.65 - $44.13 $36.7 - $44.1
125 $4K
TROW
Price T Rowe Group Inc

Financial Services
9
+ 1.26%
$101.71 - $120.75 $915 - $1.09K
721 $78K
Activity Summary
Buys All Purchases 48 New Holdings 12 Increased Positions 36 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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