Evolution Wealth Management Inc. Incresed Positions in Q3 2025

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
34
+ 27.42%
$695.21 - $791.73 $23.6K - $26.9K
158 $116M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
397
+ 16.27%
$45.6 - $46.92 $18.1K - $18.6K
2.84K $133M
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
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
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
Ge Vernova Inc
19
+ 380.0%
N/A
24 $14.8M
GE
General Electric CO

Industrials
37
+ 185.0%
$244.75 - $305.63 $9.06K - $11.3K
57 $17.1M
LOW
Lowes Companies Inc

Consumer Cyclical
36
+ 72.0%
$215.01 - $273.02 $7.74K - $9.83K
86 $21.6M
FLRG
Fidelity Covington Tr U S Mult

ETFs
180
+ 14.33%
$35.68 - $38.45 $6.42K - $6.92K
1.44K $55.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.1%
$49.43 - $54.52 $98.9 - $109
2.1K $114M
Innovator Etfs Trust
309
+ 14.23%
N/A
2.48K $65.7M
NFLX
Netflix Inc

Communication Services
8
+ 160.0%
$1147.87 - $1297.18 $9.18K - $10.4K
13 $15.6M
GLW
Corning Inc

Technology
34
+ 16.5%
$51.6 - $82.03 $1.75K - $2.79K
240 $19.7M
V
Visa Inc.

Financial Services
27
+ 50.0%
$332.09 - $358.86 $8.97K - $9.69K
81 $27.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
79
+ 36.41%
$100.16 - $100.7 $7.91K - $7.96K
296 $29.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
98
+ 29.34%
$76.16 - $78.59 $7.46K - $7.7K
432 $33.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
40
+ 1.77%
$28.92 - $32.19 $1.16K - $1.29K
2.3K $73.3M
TDIV
First Trust Nasdaq Technology

ETFs
8
+ 1.07%
$89.27 - $100.33 $714 - $803
759 $74.8M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
35
+ 4.2%
$67.21 - $72.65 $2.35K - $2.54K
869 $63.1M
PANW
Palo Alto Networks Inc

Technology
34
+ 48.57%
$167.06 - $208.19 $5.68K - $7.08K
104 $21.2M
CVS
Cvs Health Corp

Healthcare
88
+ 258.82%
$58.75 - $76.5 $5.17K - $6.73K
122 $9.2M
LMT
Lockheed Martin Corp

Industrials
3
+ 2.13%
$410.74 - $499.21 $1.23K - $1.5K
144 $71.9M
DSI
Ishares Msci Kld 400 Social Et

ETFs
20
+ 5.33%
$115.96 - $125.95 $2.32K - $2.52K
395 $49.8M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
82
+ 2.18%
$59.81 - $60.11 $4.9K - $4.93K
3.85K $231M
BSX
Boston Scientific Corp

Healthcare
71
+ 31.28%
$97.03 - $108.14 $6.89K - $7.68K
298 $29.1M
PLD
Prologis, Inc.

Real Estate
34
+ 283.33%
$104.08 - $115.35 $3.54K - $3.92K
46 $5.27M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
5
+ 0.41%
$61.56 - $66.95 $308 - $335
1.22K $81.4M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
78
+ 32.64%
$24.13 - $29.07 $1.88K - $2.27K
317 $9.05M
Annaly Capital Management In
52
+ 3.41%
N/A
1.58K $31.8M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
52
+ 6.28%
$46.86 - $48.27 $2.44K - $2.51K
880 $42.3M
F
Ford Motor CO

Consumer Cyclical
8
+ 0.37%
$10.82 - $12.09 $86.6 - $96.7
2.16K $25.8M
CAT
Caterpillar Inc

Industrials
2
+ 11.76%
$390.92 - $477.15 $782 - $954
19 $9.07M
FITB
Fifth Third Bancorp

Financial Services
5
+ 0.78%
$40.91 - $46.28 $205 - $231
646 $28.8M
O
Realty Income Corp

Real Estate
34
+ 32.08%
$56.13 - $60.79 $1.91K - $2.07K
140 $8.51M
AEP
American Electric Power CO Inc

Utilities
12
+ 11.54%
$103.26 - $115.0 $1.24K - $1.38K
116 $13.1M
ETN
Eaton Corp PLC

Industrials
2
+ 3.33%
$342.99 - $392.76 $686 - $786
62 $23.2M
MA
Mastercard Inc

Financial Services
2
+ 3.92%
$550.18 - $598.96 $1.1K - $1.2K
53 $30.4M
MET
Metlife Inc

Financial Services
8
+ 1.86%
$73.82 - $82.37 $591 - $659
438 $36.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14
+ 1.99%
$78.11 - $79.07 $1.09K - $1.11K
718 $56.7M
BKR
Baker Hughes CO

Energy
1
+ 0.95%
$38.68 - $50.55 $38.7 - $50.6
106 $5.17M
K
Kellogg CO

Consumer Defensive
10
+ 23.26%
$76.96 - $82.02 $770 - $820
53 $4.36M
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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