Evolution Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$554M
Signature - Title
Luciana Roditi - Chief Compliance Officer
Location
Aventura, FL
Summary
This page shows a list of all the recent 13F filings made by Evolution Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evolution Wealth Advisors, LLC reported 131 stock holdings with total value $554M as of Q3 2024. Top holdings included SPY, XLK, PAVE, XLF, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 131 $554M +$34.8M -$17.1M +$17.6M SPY, XLK, PAVE, XLF, AMZN 13F-HR 11/6/2024, 05:06 PM
Q2 2024 134 $513M +$22.5M -$41.4M -$19M SPY, XLK, PAVE, XLF, AMZN 13F-HR 7/18/2024, 05:07 PM
Q1 2024 135 $522M +$68.4M -$79.7M -$11.3M SPY, XLK, PAVE, XLF, AMZN 13F-HR 4/19/2024, 09:32 AM
Q4 2023 128 $497M +$12.7M -$14.3M -$1.63M SPY, HOOD, XLK, PAVE, GLD 13F-HR 1/31/2024, 12:34 PM
Q3 2023 119 $448M +$24.6M -$17.7M +$6.9M SPY, HOOD, XLK, PAVE, GLD 13F-HR 11/6/2023, 05:35 PM
Q2 2023 115 $453M +$29.7M -$15M +$14.7M SPY, HOOD, XLK, PAVE, XLV 13F-HR 7/17/2023, 11:03 AM
Q1 2023 120 $417M +$25.8M -$32.6M -$6.77M SPY, HOOD, XLK, XLV, PAVE 13F-HR 5/2/2023, 03:11 PM
Q4 2022 118 $397M +$76.2M -$45.1M +$31.1M SPY, HOOD, XLV, XLK, PAVE 13F-HR 2/7/2023, 03:29 PM
Q3 2022 109 $365M +$33.4M -$40.1M -$6.71M SPY, HOOD, XLK, XLV, PAVE 13F-HR 11/1/2022, 09:49 PM
Q2 2022 115 $393M +$58.2M -$52.3M +$5.95M SPY, XLK, HOOD, XLV, PAVE 13F-HR 8/2/2022, 01:02 PM
Q1 2022 122 $485M +$44.5M -$85.3M -$40.8M HOOD, SPY, XLK, XLF, COMT 13F-HR 4/29/2022, 09:44 AM
Q4 2021 139 $568M +$140M -$60.3M +$79.2M HOOD, SPY, XLK, QQQ, VB 13F-HR 1/28/2022, 04:17 PM
Q3 2021 660 $467M +$51.7M -$63.6M -$11.9M SPY, XLK, QQQ, VB, XLF 13F-HR 11/9/2021, 01:33 PM
Q2 2021 626 $492M +$56.8M -$41.4M +$15.4M SPY, XLK, VB, QQQ, PDBC 13F-HR 7/22/2021, 03:07 PM
Q1 2021 640 $448M +$86.1M -$104M -$17.8M SPY, XLK, VB, QQQ, PAVE 13F-HR 4/20/2021, 01:22 PM
Q4 2020 574 $443M +$95.3M -$59.1M +$36.2M XLK, SPY, VB, QQQ, GLD 13F-HR 2/2/2021, 02:52 PM
Q3 2020 585 $366M +$114M -$66.4M +$47.9M XLK, SPY, QQQ, GLD, XLV 13F-HR 10/15/2020, 04:46 PM
Q2 2020 528 $304M +$93.3M -$84.7M +$8.6M XLK, PBR, GLD, SPY, XLV 13F-HR 7/27/2020, 10:43 AM
Q1 2020 304 $247M +$52.3M -$116M -$63.3M XLK, GLD, SPY, XLV, TIP 13F-HR 4/22/2020, 12:47 PM
Q4 2019 619 $399M +$240M -$113M +$127M TSLA, BRZU, SPY, XLK, XLV 13F-HR 2/3/2020, 02:38 PM
Q3 2019 475 $210M +$178M -$169M +$8.63M TSLA, SQM, BRZU, GLD, TIP 13F-HR 11/12/2019, 10:31 AM
Q2 2019 464 $204M +$48.7M -$68M -$19.3M SPY, XLK, XLV, XLF, XLC 13F-HR 7/12/2019, 11:45 AM
Q1 2019 102 $218M +$39.7M -$62.5M -$22.8M SPY, XLK, XLV, VTV, XLC 13F-HR 5/9/2019, 01:04 PM
Q4 2018 139 $219M $0 $0 SPY, XLK, XLV, XLF, LQD 13F-HR 1/29/2019, 03:19 PM