Sponsored

The Analysis of Evolution Wealth Advisors, LLC's Holdings & P&L

Currently, Evolution Wealth Advisors, LLC holds 176 types of securities in its portfolio with a total value $981.5M. In the most recent quarter, they have increased their positions in SPY (+6.9K shares, valued at $4.5M), XLF (+88.0K shares, valued at $4.3M), XLY (+36.0K shares, valued at $3.9M); decreased their positions in XLP (-88.9K shares, valued at $7.3M), SCHD (-86.6K shares, valued at $2.7M), XLE (-30.2K shares, valued at $1.9M); initiated new positions in MSTR (+25.1K shares, valued at $3.1M), SPXL (+5.2K shares, valued at $967.0K), AA (+3.8K shares, valued at $864.2K).

1M P&L

+62.3M+6.53%

3M P&L

+52.3M+5.42%

HY P&L

+65.6M+6.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A600.5M

65.9%

2Consumer Electronics238.7M

26.2%

3Internet Retail21.3M

2.3%

Top Industries by Stock Count

1N/A118 stocks

72.4%

2Semiconductors5 stocks

3.1%

3Software - Application5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC940.4K shares0.22%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T271.3K shares2.59%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR513.5K shares1.58%2026-03-312026-05-08

XLF SELECT SECTOR SPDR TR666.7K shares15.21%2026-03-312026-05-08

PAVE GLOBAL X FDS606.0K shares0.39%2026-03-312026-05-08

GLD SPDR GOLD TR70.3K shares14.61%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR45.2K shares0.78%2026-03-312026-05-08

XLC SELECT SECTOR SPDR TR213.2K shares11.75%2026-03-312026-05-08

Sponsored

AMZN AMAZON COM INC99.2K shares2.01%2026-03-312026-05-08

EZU ISHARES INC298.3K shares2.77%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS29.5K shares3.52%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR115.2K shares2.41%2026-03-312026-05-08

SHLD GLOBAL X FDS208.3K shares1.17%2026-03-312026-05-08

JFLX J P MORGAN EXCHANGE TRADED F228.4K shares0.70%2026-03-312026-05-08

VRP INVESCO EXCH TRADED FD TR II469.3K shares4.63%2026-03-312026-05-08

VB VANGUARD INDEX FDS36.8K shares1.72%2026-03-312026-05-08

Sponsored

PLTR PALANTIR TECHNOLOGIES INC56.0K shares2.99%2026-03-312026-05-08

MSFT MICROSOFT CORP21.4K shares14.05%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL16.4K shares3.09%2026-03-312026-05-08

XLY SELECT SECTOR SPDR TR70.6K shares104.15%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR165.7K shares7.21%2026-03-312026-05-08

NLR VANECK ETF TRUST51.1K shares3.07%2026-03-312026-05-08

ALPHABET INC ALPHABET INC22.7K shares-3.81%2026-03-312026-05-08

IBIT ISHARES BITCOIN TRUST ETF165.6K shares11.36%2026-03-312026-05-08

Sponsored

IEMG ISHARES INC87.9K shares3.14%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR98.1K shares-23.56%2026-03-312026-05-08

IWM ISHARES TR24.0K shares1.48%2026-03-312026-05-08

INDA ISHARES TR126.7K shares177.05%2026-03-312026-05-08

JPIE J P MORGAN EXCHANGE TRADED F100.4K shares0.06%2026-03-312026-05-08

VGT VANGUARD WORLD FD6.4K shares-2.42%2026-03-312026-05-08

ALPHABET INC ALPHABET INC15.5K shares18.38%2026-03-312026-05-08

TSLA TESLA INC11.9K shares0.49%2026-03-312026-05-08

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T22.1K shares14.74%2026-03-312026-05-08

NVDA NVIDIA CORPORATION24.3K shares26.62%2026-03-312026-05-08

META META PLATFORMS INC7.2K shares22.55%2026-03-312026-05-08

ITA ISHARES TR18.7K shares5.58%2026-03-312026-05-08

XLP SELECT SECTOR SPDR TR47.0K shares-65.42%2026-03-312026-05-08

SOXX ISHARES TR11.3K shares0.07%2026-03-312026-05-08

PBDC PUTNAM ETF TRUST125.1K shares-2.59%2026-03-312026-05-08

KBE SPDR SERIES TRUST53.0K shares0.00%2026-03-312026-05-08

Sponsored

MSTR STRATEGY INC25.1K sharesnew addition2026-03-312026-05-08

COMT ISHARES U S ETF TR91.5K shares-26.04%2026-03-312026-05-08

IREN IREN LIMITED72.8K shares144.16%2026-03-312026-05-08

PDBC INVESCO ACTVELY MNGD ETC FD134.9K shares-12.00%2026-03-312026-05-08

LQD ISHARES TR21.1K shares1.33%2026-03-312026-05-08

PPA INVESCO EXCHANGE TRADED FD T13.5K shares0.00%2026-03-312026-05-08

VDE VANGUARD WORLD FD12.5K shares-32.38%2026-03-312026-05-08

COWZ PACER FDS TR34.0K shares-0.67%2026-03-312026-05-08

Sponsored

JPM JPMORGAN CHASE & CO6.4K shares0.00%2026-03-312026-05-08

SMH VANECK ETF TRUST4.7K shares-5.20%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS23.0K shares38.20%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS24.5K shares12.48%2026-03-312026-05-08

HELO J P MORGAN EXCHANGE TRADED F27.3K shares-8.38%2026-03-312026-05-08

XBI SPDR SERIES TRUST13.2K shares0.00%2026-03-312026-05-08

JEPQ J P MORGAN EXCHANGE TRADED F29.7K shares5.40%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR51.8K shares-62.58%2026-03-312026-05-08

Sponsored

EMB ISHARES TR16.8K shares-1.51%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS30.3K shares-7.75%2026-03-312026-05-08

VTV VANGUARD INDEX FDS7.7K shares9.80%2026-03-312026-05-08

COMB GRANITESHARES ETF TR56.3K shares0.00%2026-03-312026-05-08

VFH VANGUARD WORLD FD11.9K shares0.00%2026-03-312026-05-08

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-08

XAR SPDR SERIES TRUST5.3K shares-1.02%2026-03-312026-05-08

VTWO VANGUARD SCOTTSDALE FDS12.8K shares-5.40%2026-03-312026-05-08

Sponsored

SSO PROSHARES TR23.1K shares0.03%2026-03-312026-05-08

EEM ISHARES TR20.7K shares0.00%2026-03-312026-05-08

BROADCOM INC BROADCOM INC3.8K shares123.69%2026-03-312026-05-08

INTC INTEL CORP26.0K shares48.68%2026-03-312026-05-08

EWU ISHARES TR25.0K shares0.00%2026-03-312026-05-08

VUG VANGUARD INDEX FDS2.6K shares7.21%2026-03-312026-05-08

CALF PACER FDS TR24.8K shares0.00%2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP3.9K shares0.00%2026-03-312026-05-08

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF19.9K shares0.00%2026-03-312026-05-08

IVW ISHARES TR9.3K shares-10.14%2026-03-312026-05-08

IOO ISHARES TR8.3K shares0.00%2026-03-312026-05-08

BAC BANK AMERICA CORP2.1K shares0.00%2026-03-312026-05-08

SPXL DIREXION SHARES ETF TRUST5.2K sharesnew addition2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC1.1K shares0.00%2026-03-312026-05-08

IJR ISHARES TR7.7K shares-7.75%2026-03-312026-05-08

ISHARES GOLD TR ISHARES GOLD TR10.5K shares18.25%2026-03-312026-05-08

Sponsored

HWM HOWMET AEROSPACE INC4.0K shares-48.39%2026-03-312026-05-08

ARKK ARK ETF TR13.5K shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-05-08

AA ALCOA CORP3.8K sharesnew addition2026-03-312026-05-08

IBB ISHARES TR5.1K shares0.00%2026-03-312026-05-08

TQQQ PROSHARES TR19.6K shares204.60%2026-03-312026-05-08

GRNY TIDAL TRUST I34.0K shares-5.65%2026-03-312026-05-08

EFA ISHARES TR8.0K shares32.31%2026-03-312026-05-08

Sponsored

ACWI ISHARES TR5.5K shares0.00%2026-03-312026-05-08

MMIT NEW YORK LIFE INVTS ACTIVE E30.4K shares0.00%2026-03-312026-05-08

FLBL FRANKLIN TEMPLETON ETF TR30.4K shares0.05%2026-03-312026-05-08

WMT WALMART INC5.6K shares0.00%2026-03-312026-05-08

IGIB ISHARES TR12.3K shares61.45%2026-03-312026-05-08

EUSA ISHARES INC6.4K shares0.00%2026-03-312026-05-08

XT ISHARES TR9.5K shares0.00%2026-03-312026-05-08

VOX VANGUARD WORLD FD3.6K shares0.00%2026-03-312026-05-08

Sponsored

PWB INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-05-08

GTO INVESCO ACTIVELY MANAGED EXC13.4K shares8.76%2026-03-312026-05-08

PDEC INNOVATOR ETFS TRUST14.3K shares0.00%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC3.0K shares35.96%2026-03-312026-05-08

BABA ALIBABA GROUP HLDG LTD4.8K shares-1.53%2026-03-312026-05-08

VGK VANGUARD INTL EQUITY INDEX F7.3K shares0.45%2026-03-312026-05-08

OEF ISHARES TR1.8K shares0.00%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC1.7K sharesnew addition2026-03-312026-05-08

Sponsored

VPL VANGUARD INTL EQUITY INDEX F5.9K shares0.00%2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS6.9K shares0.00%2026-03-312026-05-08

IFRA ISHARES TR9.8K shares57.12%2026-03-312026-05-08

MUB ISHARES TR5.2K shares5.45%2026-03-312026-05-08

ASML ASML HLDG NV382 shares0.00%2026-03-312026-05-08

EIS ISHARES INC4.3K shares3.96%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F9.3K shares10.72%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F8.7K shares-18.67%2026-03-312026-05-08

Sponsored

VCR VANGUARD WORLD FD1.4K shares7.84%2026-03-312026-05-08

VWOB VANGUARD WHITEHALL FDS7.3K shares0.00%2026-03-312026-05-08

LIT GLOBAL X FDS6.5K shares0.00%2026-03-312026-05-08

PFF ISHARES TR14.1K shares0.00%2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC3.7K shares21.12%2026-03-312026-05-08

AAXJ ISHARES TR4.3K shares8.34%2026-03-312026-05-08

IEF ISHARES TR4.0K shares0.02%2026-03-312026-05-08

AMAT APPLIED MATLS INC1.1K sharesnew addition2026-03-312026-05-08

Sponsored

GE AEROSPACE GE AEROSPACE1.3K shares0.46%2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR2.2K shares28.45%2026-03-312026-05-08

BIL SPDR SERIES TRUST3.9K shares-9.31%2026-03-312026-05-08

SLV ISHARES SILVER TR5.3K shares15.82%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.2K shares4.66%2026-03-312026-05-08

TXN TEXAS INSTRS INC1.8K sharesnew addition2026-03-312026-05-08

MAGS LISTED FDS TR5.9K shares15.28%2026-03-312026-05-08

PFE PFIZER INC12.2K sharesnew addition2026-03-312026-05-08

Sponsored

IWF ISHARES TR784 shares-38.27%2026-03-312026-05-08

SPYV SPDR SERIES TRUST5.9K shares0.00%2026-03-312026-05-08

IMCB ISHARES TR4.0K shares0.00%2026-03-312026-05-08

TIDAL TRUST II TIDAL TRUST II24.9K sharesnew addition2026-03-312026-05-08

ABBV ABBVIE INC1.5K shares-7.64%2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 40500 shares0.00%2026-03-312026-05-08

IVE ISHARES TR1.5K shares0.00%2026-03-312026-05-08

CRM SALESFORCE INC1.6K sharesnew addition2026-03-312026-05-08

Sponsored

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-08

XLB SELECT SECTOR SPDR TR6.1K shares3.59%2026-03-312026-05-08

CVX CHEVRON CORPORATION1.4K shares5.76%2026-03-312026-05-08

SHOP SHOPIFY INC2.5K shares47.08%2026-03-312026-05-08

GSG ISHARES S&P GSCI COMMODITY-9.0K shares0.00%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION287 shares0.00%2026-03-312026-05-08

VDC VANGUARD WORLD FD1.3K shares-10.58%2026-03-312026-05-08

ETHA ISHARES ETHEREUM TR17.8K shares8.06%2026-03-312026-05-08

Sponsored

PG PROCTER & GAMBLE CO1.9K shares0.00%2026-03-312026-05-08

XBJL INNOVATOR ETFS TRUST7.3K shares0.00%2026-03-312026-05-08

IVES WEDBUSH SER TR9.4K shares-15.00%2026-03-312026-05-08

HD HOME DEPOT INC803 shares0.00%2026-03-312026-05-08

URA GLOBAL X FDS5.5K shares1.68%2026-03-312026-05-08

V VISA INC871 shares-2.35%2026-03-312026-05-08

XOM EXXON MOBIL CORP1.5K sharesnew addition2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F3.4K shares15.47%2026-03-312026-05-08

Sponsored

HYD VANECK ETF TRUST5.0K shares0.00%2026-03-312026-05-08

CAT CATERPILLAR INC337 sharesnew addition2026-03-312026-05-08

FLOT ISHARES TR4.6K shares0.00%2026-03-312026-05-08

MA MASTERCARD INCORPORATED460 shares-1.08%2026-03-312026-05-08

KRE SPDR SERIES TRUST3.3K shares0.00%2026-03-312026-05-08

PBW INVESCO EXCHANGE TRADED FD T6.8K shares0.00%2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR4.0K sharesnew addition2026-03-312026-05-08

MLPA GLOBAL X FDS4.0K sharesnew addition2026-03-312026-05-08

Sponsored

APP APPLOVIN CORP531 sharesnew addition2026-03-312026-05-08

LLY ELI LILLY & CO229 shares-23.92%2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K sharesnew addition2026-03-312026-05-08

BOND PIMCO ETF TR2.3K shares-11.00%2026-03-312026-05-08

CRWV COREWEAVE INC2.7K sharesnew addition2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS964 sharesnew addition2026-03-312026-05-08

IWB ISHARES TR579 shares0.00%2026-03-312026-05-08

GEV GE VERNOVA INC235 sharesnew addition2026-03-312026-05-08

Sponsored

BMEZ BLACKROCK HEALTH SCIENCES TE14.2K shares0.00%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS3.4K sharesnew addition2026-03-312026-05-08

GLW CORNING INC1.5K sharesnew addition2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC2.8K shares-0.04%2026-03-312026-05-08

PATH UIPATH INC16.2K shares7.12%2026-03-312026-05-08

PACB PACIFIC BIOSCIENCES CALIF IN50.0K shares0.00%2026-03-312026-05-08

NRO NEUBERGER R/EST SECS INC FD12.2K shares0.00%2026-03-312026-05-08

LAB STANDARD BIOTOOLS INC12.2K shares0.00%2026-03-312026-05-08

Sponsored

AAPL

APPLE INC

0.22%

Shares940.4K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

2.59%

Shares271.3K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

1.58%

Shares513.5K

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

15.21%

Shares666.7K

Event2026-03-31

Filed2026-05-08

PAVE

GLOBAL X FDS

0.39%

Shares606.0K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

14.61%

Shares70.3K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

0.78%

Shares45.2K

Event2026-03-31

Filed2026-05-08

XLC

SELECT SECTOR SPDR TR

11.75%

Shares213.2K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

2.01%

Shares99.2K

Event2026-03-31

Filed2026-05-08

EZU

ISHARES INC

2.77%

Shares298.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

3.52%

Shares29.5K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

2.41%

Shares115.2K

Event2026-03-31

Filed2026-05-08

SHLD

GLOBAL X FDS

1.17%

Shares208.3K

Event2026-03-31

Filed2026-05-08

JFLX

J P MORGAN EXCHANGE TRADED F

0.70%

Shares228.4K

Event2026-03-31

Filed2026-05-08

VRP

INVESCO EXCH TRADED FD TR II

4.63%

Shares469.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

1.72%

Shares36.8K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

2.99%

Shares56.0K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

14.05%

Shares21.4K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

3.09%

Shares16.4K

Event2026-03-31

Filed2026-05-08

XLY

SELECT SECTOR SPDR TR

104.15%

Shares70.6K

Event2026-03-31

Filed2026-05-08

XLU

SELECT SECTOR SPDR TR

7.21%

Shares165.7K

Event2026-03-31

Filed2026-05-08

NLR

VANECK ETF TRUST

3.07%

Shares51.1K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-3.81%

Shares22.7K

Event2026-03-31

Filed2026-05-08

IBIT

ISHARES BITCOIN TRUST ETF

11.36%

Shares165.6K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

3.14%

Shares87.9K

Event2026-03-31

Filed2026-05-08

XLE

SELECT SECTOR SPDR TR

-23.56%

Shares98.1K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

1.48%

Shares24.0K

Event2026-03-31

Filed2026-05-08

INDA

ISHARES TR

177.05%

Shares126.7K

Event2026-03-31

Filed2026-05-08

JPIE

J P MORGAN EXCHANGE TRADED F

0.06%

Shares100.4K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

-2.42%

Shares6.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

18.38%

Shares15.5K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

0.49%

Shares11.9K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

14.74%

Shares22.1K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

26.62%

Shares24.3K

Event2026-03-31

Filed2026-05-08