Evolution Wealth Advisors, LLC Purchases in Q4 2024

Evolution Wealth Advisors, LLC

  • $580 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
46.2K
+ 21.75%
$220.26 - $241.44 $10.2M - $11.2M
259K $60.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.14K
+ 2.96%
$567.81 - $607.81 $4.05M - $4.34M
248K $145M
XLF
Financial Sector Spdr

ETFs
104K
+ 20.54%
$44.89 - $51.34 $4.65M - $5.32M
608K $29.4M
AMZN
Amazon Com Inc

Consumer Cyclical
6.05K
+ 6.35%
$180.88 - $232.93 $1.09M - $1.41M
101K $22.2M
PLTR
Palantir Technologies Inc.

Technology
19.7K
+ 40.02%
$36.46 - $82.38 $719K - $1.62M
69K $5.22M
VDE
Vanguard Energy ETF

ETFs
26.7K
+ 89.47%
$116.67 - $136.78 $3.11M - $3.65M
56.5K $6.86M
IWM
Ishares Russell 2000 ETF

ETFs
12.2K
+ 39.71%
$216.13 - $242.4 $2.63M - $2.95M
42.8K $9.45M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
102K
+ 43.9%
$24.66 - $27.63 $2.53M - $2.83M
336K $8.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.46K
+ 7.42%
$481.22 - $538.17 $1.18M - $1.32M
35.5K $18.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
32.4K
New
$53.94 - $58.15 $1.74M - $1.88M
32.4K $1.82M
TSLA
Tesla, Inc.

Consumer Cyclical
2.29K
+ 48.09%
$213.65 - $479.86 $490K - $1.1M
7.06K $2.85M
AAPL
Apple Inc.

Technology
4K
+ 12.86%
$221.69 - $259.02 $886K - $1.04M
35.1K $8.79M
GOOG
Alphabet Inc.

Communication Services
893
+ 1.54%
$163.08 - $198.16 $146K - $177K
58.8K $11.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
15.3K
New
$87.42 - $98.06 $1.34M - $1.5M
15.3K $1.36M
XLC
Select Sector Spdr Tr Communic

ETFs
2.34K
+ 2.18%
$89.66 - $102.16 $210K - $239K
110K $10.6M
MSFT
Microsoft Corp

Technology
2.14K
+ 22.96%
$406.35 - $454.46 $868K - $971K
11.4K $4.82M
COMB
Graniteshares ETF Tr Bloomber

ETFs
34.6K
+ 138.54%
$19.74 - $20.97 $683K - $726K
59.6K $1.19M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$664750.0 - $724132.5 $665K - $724K
2 $1.36M
FLMX
Franklin Templeton ETF Tr

ETFs
26.3K
New
$23.0 - $27.58 $606K - $726K
26.3K $605K
GOOGL
Alphabet Inc.

Communication Services
1.59K
+ 12.46%
$161.86 - $196.66 $257K - $312K
14.3K $2.71M
JPM
Jpmorgan Chase & CO

Financial Services
1.85K
+ 38.24%
$205.18 - $250.29 $380K - $463K
6.69K $1.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
619
+ 3.26%
$521.84 - $558.82 $323K - $346K
19.6K $10.6M
GS
Goldman Sachs Group Inc

Financial Services
875
+ 175.7%
$486.1 - $608.57 $425K - $532K
1.37K $786K
PWB
Invesco Exchange Traded Fd Tr

ETFs
5K
New
$98.04 - $108.11 $490K - $541K
5K $508K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.95K
+ 100.26%
$238.25 - $261.28 $463K - $508K
3.89K $940K
VGT
Vanguard Information Technolog

ETFs
348
+ 5.04%
$571.78 - $647.97 $199K - $225K
7.25K $4.51M
META
Meta Platforms, Inc.

Communication Services
606
+ 14.49%
$554.08 - $632.68 $336K - $383K
4.79K $2.82M
AVGO
Broadcom Inc.

Technology
827
+ 22.83%
$159.67 - $250.0 $132K - $207K
4.45K $1.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.63K
+ 15.83%
$57.53 - $60.83 $497K - $525K
63.2K $3.63M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
675
New
$563.99 - $620.12 $381K - $419K
675 $384K
IEMG
Ishares Inc

ETFs
6.93K
+ 12.02%
N/A
64.5K $3.46M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.32K
New
$44.04 - $49.49 $366K - $412K
8.32K $366K
WMT
Walmart Inc.

Consumer Defensive
3.45K
+ 116.83%
$79.1 - $95.7 $273K - $330K
6.4K $578K
NVDA
Nvidia Corp

Technology
991
+ 6.24%
$117.0 - $148.88 $116K - $148K
16.9K $2.27M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4K
New
$75.22 - $82.17 $301K - $329K
4K $304K
PM
Philip Morris International Inc.

Consumer Defensive
2.29K
New
$118.38 - $133.06 $271K - $305K
2.29K $275K
HOOD
Robinhood Markets, Inc.

Technology
6.51K
New
$22.33 - $43.2 $145K - $281K
6.51K $242K
SBUX
Starbucks Corp

Consumer Cyclical
2.66K
New
$87.44 - $102.5 $232K - $272K
2.66K $242K
BXSL
Blackstone Secured Lending Fund

Financial Services
7.28K
New
$29.25 - $33.27 $213K - $242K
7.28K $235K
SOFI
So Fi Technologies, Inc.

Financial Services
15.2K
New
$7.63 - $16.88 $116K - $257K
15.2K $234K
PG
Procter & Gamble CO

Consumer Defensive
1.38K
New
$161.05 - $179.7 $222K - $248K
1.38K $231K
CVX
Chevron Corp

Energy
1.59K
New
$141.15 - $162.53 $225K - $259K
1.59K $230K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.49K
New
$91.29 - $91.8 $228K - $229K
2.49K $228K
INTC
Intel Corp

Technology
11.2K
New
$19.07 - $26.23 $214K - $294K
11.2K $224K
C
Citigroup Inc

Financial Services
3.07K
New
$61.31 - $72.5 $188K - $223K
3.07K $216K
XLP
Consumer Staples Sector Spdr

ETFs
2.83K
+ 2.17%
N/A
134K $10.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.44K
New
$77.25 - $91.3 $188K - $223K
2.44K $208K
LIT
Global X Fds Global X Lithium

ETFs
5.16K
+ 58.17%
$40.78 - $48.97 $210K - $253K
14K $572K
DIS
Walt Disney CO

Communication Services
1K
+ 31.05%
$92.39 - $117.6 $92.4K - $118K
4.22K $470K
Activity Summary
Buys All Purchases 79 New Holdings 22 Increased Positions 57 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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