Evolution Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Aventura, FL
CIK
0001763121
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 128 497,278 SPY, HOOD, XLK, PAVE 13F-HR 1/31/2024 000176312124000001
Q3 2023 119 447,737 SPY, HOOD, XLK, PAVE 13F-HR 11/6/2023 000176312123000005
Q2 2023 115 452,706 SPY, HOOD, XLK, PAVE 13F-HR 7/17/2023 000187681123000005
Q1 2023 120 416,630 SPY, HOOD, XLK, XLV 13F-HR 5/2/2023 000176312123000003
Q4 2022 118 396,901 SPY, HOOD, XLV, XLK 13F-HR 2/7/2023 000176312123000001
Q3 2022 109 364,800 SPY, HOOD, XLK, XLV 13F-HR 11/1/2022 000176312122000005
Q2 2022 115 395,197 SPY, XLK, HOOD, XLV 13F-HR 8/2/2022 000176312122000004
Q1 2022 122 486,725 HOOD, SPY, XLK, XLF 13F-HR 4/29/2022 000176312122000003
Q4 2021 139 662,211 BLNK, HOOD, SPY, XLK 13F-HR 1/28/2022 000176312122000001
Q3 2021 666 466,600 SPY, XLK, QQQ, VB 13F-HR 11/9/2021 000176312121000005
Q2 2021 627 492,110 SPY, XLK, VB, QQQ 13F-HR 7/22/2021 000176312121000004
Q1 2021 642 447,993 SPY, XLK, VB, QQQ 13F-HR 4/20/2021 000176312121000003
Q4 2020 577 443,424 XLK, SPY, VB, QQQ 13F-HR 2/2/2021 000176312121000001
Q3 2020 590 365,761 XLK, SPY, QQQ, GLD 13F-HR 10/15/2020 000176312120000005
Q2 2020 533 305,027 XLK, PBR, GLD, SPY 13F-HR 7/27/2020 000176312120000004
Q1 2020 307 247,540 XLK, GLD, SPY, XLV 13F-HR 4/22/2020 000176312120000003
Q4 2019 622 399,438 TSLA, BRZU, SPY, XLK 13F-HR 2/3/2020 000176312120000002
Q3 2019 484 209,764 TSLA, SQM, BRZU, GLD 13F-HR 11/12/2019 000145651119000004
Q2 2019 467 231,359 SPY, XLK, BAC, XLV 13F-HR 7/12/2019 000176312119000003
Q1 2019 107 217,508 SPY, XLK, XLV, VTV 13F-HR 5/9/2019 000176312119000002
Q4 2018 142 219,112 SPY, XLK, XLV, XLF 13F-HR 1/29/2019 000110546719000001