Evolution Wealth Management Inc. Purchases in Q3 2025

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
58
+ 7.56%
$174.36 - $254.72 $10.1K - $14.8K
825 $201M
VCIT
Vanguard Intermediate Term Cor

ETFs
769
+ 335.81%
$81.75 - $84.54 $62.9K - $65K
998 $83.9M
GLD
Spdr Gold Trust

ETFs
38
+ 3.91%
$300.96 - $355.47 $11.4K - $13.5K
1.01K $359M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
782
+ 47.48%
$70.85 - $76.96 $55.4K - $60.2K
2.43K $185M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.07K
+ 93.18%
$50.93 - $53.85 $54.3K - $57.4K
2.21K $118M
BAUG
Innovator U.S. Equity Buffer E
1.15K
+ 1272.22%
N/A
1.24K $60.5M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.08K
+ 196.01%
$49.32 - $50.93 $53.3K - $55K
1.63K $82.7M
AVGO
Broadcom Inc.

Technology
139
+ 106.11%
$264.74 - $369.57 $36.8K - $51.4K
270 $89.1M
Pimco ETF Tr
1K
New
N/A
1K $52M
Innovator Etfs Trust
1.94K
New
N/A
1.94K $51.3M
Innovator Etfs Trust
2.42K
New
N/A
2.42K $50.6M
IYW
Ishares Dj Us Tech ETF

ETFs
62
+ 3.78%
$171.38 - $197.01 $10.6K - $12.2K
1.7K $334M
ORCL
Oracle Corp

Technology
169
+ 845.0%
$218.96 - $328.33 $37K - $55.5K
189 $53.2M
AVUS
American Centy ETF Tr Avantis

ETFs
342
+ 36.42%
$101.2 - $109.16 $34.6K - $37.3K
1.28K $139M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
401
New
$97.75 - $100.75 $39.2K - $40.4K
401 $40.2M
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 39.25%
$282.78 - $316.06 $29.4K - $32.9K
369 $116M
Simplify Exchange Traded Fun
1.45K
New
N/A
1.45K $38.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 9.45%
$459.11 - $506.91 $25.3K - $27.9K
637 $320M
VNLA
Janus Henderson Short Duration

ETFs
727
New
$48.99 - $49.29 $35.6K - $35.8K
727 $35.8M
GOOG
Alphabet Inc.

Communication Services
37
+ 9.61%
$175.16 - $255.24 $6.48K - $9.44K
422 $103M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1
+ 0.01%
$41.02 - $43.2 $41 - $43.2
16K $690M
APLD
Applied Blockchain, Inc.

Financial Services
807
+ 101.77%
$9.18 - $24.67 $7.41K - $19.9K
1.6K $36.7M
BAC
Bank Of America Corp

Financial Services
40
+ 0.67%
$44.92 - $52.42 $1.8K - $2.1K
5.97K $308M
Aim ETF Products Trust
955
New
N/A
955 $25.7M
ATAI
Atai Life Sciences N.V.

Healthcare
2.45K
+ 61.03%
$2.62 - $5.61 $6.42K - $13.8K
6.47K $34.2M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 10.2%
$696.56 - $806.32 $10.4K - $12.1K
162 $129M
META
Meta Platforms, Inc.

Communication Services
34
+ 27.42%
$695.21 - $791.73 $23.6K - $26.9K
158 $116M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
600
New
$34.91 - $35.87 $20.9K - $21.5K
600 $21.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
92
New
$195.29 - $223.85 $18K - $20.6K
92 $20.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
397
+ 16.27%
$45.6 - $46.92 $18.1K - $18.6K
2.84K $133M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
333
New
$47.75 - $54.24 $15.9K - $18.1K
333 $17.9M
UPS
United Parcel Service Inc

Industrials
211
New
$82.58 - $105.54 $17.4K - $22.3K
211 $17.6M
GD
General Dynamics Corp

Industrials
49
+ 288.24%
$293.92 - $341.0 $14.4K - $16.7K
66 $22.5M
VTI
Vanguard Total Stock Market Et

ETFs
46
+ 48.42%
$303.93 - $329.86 $14K - $15.2K
141 $46.3M
FENY
Fidelity Covington Tr Msci Ene

ETFs
686
New
$23.27 - $25.46 $16K - $17.5K
686 $17M
GLDM
World Gold Trust

ETFs
174
+ 55.06%
$64.73 - $76.45 $11.3K - $13.3K
490 $37.5M
SLV
I Shares Silver Trust

ETFs
62
+ 4.37%
$32.73 - $42.5 $2.03K - $2.64K
1.48K $62.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
33
+ 3300.0%
$412.46 - $514.1 $13.6K - $17K
34 $16.7M
Ishares Bitcoin Trust ETF
150
+ 8.9%
N/A
1.84K $119M
XLI
Industrial Sector Spdr

ETFs
98
+ 80.33%
$147.94 - $154.99 $14.5K - $15.2K
220 $33.9M
BX
Blackstone Inc.

Financial Services
41
+ 10.02%
$152.77 - $188.68 $6.26K - $7.74K
450 $76.9M
IYF
Ishares Tr

ETFs
124
New
$119.89 - $127.16 $14.9K - $15.8K
124 $15.7M
KMI
Kinder Morgan, Inc.

Energy
550
New
$26.23 - $28.5 $14.4K - $15.7K
550 $15.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
79
+ 53.02%
$148.97 - $165.88 $11.8K - $13.1K
228 $37.5M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
170
New
$81.75 - $88.12 $13.9K - $15K
170 $14.7M
IEFA
Ishares Tr

ETFs
112
+ 8.92%
$81.7 - $87.53 $9.15K - $9.8K
1.37K $119M
VTV
Vanguard Value ETF

ETFs
2
+ 0.14%
$175.51 - $186.57 $351 - $373
1.39K $259M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
95
+ 2.37%
$39.8 - $42.86 $3.78K - $4.07K
4.1K $175M
VONV
Vanguard Russell 1000 Value Et

ETFs
146
New
$84.55 - $89.54 $12.3K - $13.1K
146 $13M
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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