Evolution Wealth Advisors, LLC Diversified Active

CIK: 0001763121 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 8, 2025

Total Value ($000): $683,018 (100.0% shares, 0.0% debt)

Holdings (170)

SPY SPDR S&P 500 ETF TR 23.3%
Value ($000) $159,310 Shares 257,846 Est. Cost $462.92 Unrealized
XLK SELECT SECTOR SPDR TR 9.4%
Value ($000) $64,100 Shares 253,129 Est. Cost $138.89 Unrealized
XLF SELECT SECTOR SPDR TR 4.7%
Value ($000) $31,761 Shares 606,475 Est. Cost $35.25 Unrealized
PAVE GLOBAL X FDS 3.8%
Value ($000) $26,032 Shares 597,348 Est. Cost $18.99 Unrealized
QQQ INVESCO QQQ TR 3.8%
Value ($000) $25,969 Shares 47,076 Est. Cost $366.14 Unrealized
AMZN AMAZON COM INC 3.3%
Value ($000) $22,601 Shares 103,019 Est. Cost $135.00 Unrealized +46.6%
GLD SPDR GOLD TR 2.6%
Value ($000) $17,856 Shares 58,578 Est. Cost $167.13 Unrealized
XLV SELECT SECTOR SPDR TR 2.5%
Value ($000) $17,067 Shares 126,621 Est. Cost $127.74 Unrealized
EZU ISHARES INC 2.4%
Value ($000) $16,543 Shares 278,267 Est. Cost $58.96 Unrealized
VOO VANGUARD INDEX FDS 2.3%
Value ($000) $15,890 Shares 27,975 Est. Cost $417.20 Unrealized
XLC SELECT SECTOR SPDR TR 1.7%
Value ($000) $11,677 Shares 107,594 Est. Cost $68.64 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 1.7%
Value ($000) $11,330 Shares 185,101 Est. Cost $41.23 Unrealized
GOOG ALPHABET INC 1.6%
Value ($000) $11,144 Shares 62,819 Est. Cost $116.38 Unrealized +41.6%
VRP INVESCO EXCH TRADED FD TR II 1.6%
Value ($000) $10,949 Shares 447,797 Est. Cost $23.60 Unrealized
XLP SELECT SECTOR SPDR TR 1.6%
Value ($000) $10,773 Shares 133,053 Est. Cost $68.08 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $10,298 Shares 50,191 Est. Cost $166.41 Unrealized +21.0%
MSFT MICROSOFT CORP 1.3%
Value ($000) $9,141 Shares 18,378 Est. Cost $329.00 Unrealized +31.4%
VB VANGUARD INDEX FDS 1.3%
Value ($000) $8,579 Shares 36,201 Est. Cost $179.76 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.2%
Value ($000) $8,192 Shares 60,095 Est. Cost $27.93 Unrealized +319.9%
XLE SELECT SECTOR SPDR TR 1.2%
Value ($000) $7,942 Shares 93,640 Est. Cost $80.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $7,781 Shares 16,017 Est. Cost $232.84 Unrealized +118.1%
XLU SELECT SECTOR SPDR TR 1.0%
Value ($000) $6,823 Shares 83,548 Est. Cost $78.92 Unrealized
VDE VANGUARD WORLD FD 0.9%
Value ($000) $6,285 Shares 52,765 Est. Cost $109.61 Unrealized
AAXJ ISHARES TR 0.8%
Value ($000) $5,331 Shares 64,527 Est. Cost $74.90 Unrealized
META META PLATFORMS INC 0.8%
Value ($000) $5,300 Shares 7,181 Est. Cost $405.82 Unrealized +51.9%
IWM ISHARES TR 0.8%
Value ($000) $5,162 Shares 23,920 Est. Cost $197.16 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $4,746 Shares 102,471 Est. Cost $45.54 Unrealized
VGT VANGUARD WORLD FD 0.7%
Value ($000) $4,696 Shares 7,080 Est. Cost $346.85 Unrealized
PBDC PUTNAM ETF TRUST 0.7%
Value ($000) $4,488 Shares 132,620 Est. Cost $33.94 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $4,265 Shares 13,425 Est. Cost $283.56 Unrealized +6.2%
COMT ISHARES U S ETF TR 0.6%
Value ($000) $4,008 Shares 155,053 Est. Cost $29.02 Unrealized
LQD ISHARES TR 0.6%
Value ($000) $4,007 Shares 36,556 Est. Cost $107.36 Unrealized
IEMG ISHARES INC 0.6%
Value ($000) $3,883 Shares 64,677 Est. Cost $55.27 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $3,693 Shares 23,374 Est. Cost $110.87 Unrealized +13.5%
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $3,666 Shares 16,866 Est. Cost $164.74 Unrealized
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $3,653 Shares 137,833 Est. Cost $39.60 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $3,532 Shares 19,436 Est. Cost $142.69 Unrealized
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $3,490 Shares 71,191 Est. Cost $48.60 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $3,432 Shares 12,587 Est. Cost $308.41 Unrealized -13.7%
ITA ISHARES TR 0.5%
Value ($000) $3,378 Shares 17,908 Est. Cost $101.17 Unrealized
KBE SPDR SERIES TRUST 0.4%
Value ($000) $2,957 Shares 53,022 Est. Cost $37.07 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $2,844 Shares 25,835 Est. Cost $98.48 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $2,772 Shares 15,731 Est. Cost $133.89 Unrealized +22.0%
IUSB ISHARES TR 0.4%
Value ($000) $2,756 Shares 59,608 Est. Cost $44.73 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $2,475 Shares 39,555 Est. Cost $61.30 Unrealized
SOXX ISHARES TR 0.4%
Value ($000) $2,417 Shares 10,124 Est. Cost $217.18 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.3%
Value ($000) $2,326 Shares 178,336 Est. Cost $14.81 Unrealized
COWZ PACER FDS TR 0.3%
Value ($000) $2,109 Shares 38,268 Est. Cost $49.53 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,919 Shares 13,545 Est. Cost $70.06 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,884 Shares 6,498 Est. Cost $151.41 Unrealized +66.9%
IREN IREN LIMITED 0.3%
Value ($000) $1,873 Shares 128,550 Est. Cost $8.93 Unrealized -9.1%
INDA ISHARES TR 0.3%
Value ($000) $1,815 Shares 32,588 Est. Cost $45.08 Unrealized
SHLD GLOBAL X FDS 0.3%
Value ($000) $1,726 Shares 28,650 Est. Cost $60.25 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,604 Shares 21,780 Est. Cost $73.63 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $1,550 Shares 16,737 Est. Cost $96.15 Unrealized
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $1,536 Shares 8,250 Est. Cost $126.73 Unrealized +21.2%
VFH VANGUARD WORLD FD 0.2%
Value ($000) $1,534 Shares 12,048 Est. Cost $77.29 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,520 Shares 27,940 Est. Cost $55.26 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,458 Shares 2 Est. Cost $580668.00 Unrealized +31.2%
SMH VANECK ETF TRUST 0.2%
Value ($000) $1,418 Shares 5,086 Est. Cost $233.40 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $1,347 Shares 7,621 Est. Cost $139.86 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,243 Shares 25,136 Est. Cost $47.69 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.2%
Value ($000) $1,237 Shares 3,951 Est. Cost $233.44 Unrealized +1.2%
COMB GRANITESHARES ETF TR 0.2%
Value ($000) $1,204 Shares 57,370 Est. Cost $19.73 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,188 Shares 13,615 Est. Cost $89.33 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,170 Shares 20,577 Est. Cost $55.08 Unrealized
SSO PROSHARES TR 0.2%
Value ($000) $1,127 Shares 11,532 Est. Cost $73.49 Unrealized
XBI SPDR SERIES TRUST 0.2%
Value ($000) $1,114 Shares 13,434 Est. Cost $105.76 Unrealized
CALF PACER FDS TR 0.2%
Value ($000) $1,090 Shares 27,377 Est. Cost $43.95 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,046 Shares 2,386 Est. Cost $248.25 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $1,025 Shares 14,588 Est. Cost $45.32 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $998 Shares 20,695 Est. Cost $45.71 Unrealized
EWU ISHARES TR 0.1%
Value ($000) $993 Shares 25,000 Est. Cost $39.72 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $964 Shares 12,249 Est. Cost $79.42 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $952 Shares 12,280 Est. Cost $77.50 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $943 Shares 8,624 Est. Cost $103.59 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $940 Shares 2,087 Est. Cost $43.62 Unrealized -5.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $922 Shares 1,303 Est. Cost $482.26 Unrealized +18.6%
IOO ISHARES TR 0.1%
Value ($000) $890 Shares 8,254 Est. Cost $67.82 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $850 Shares 2,796 Est. Cost $195.64 Unrealized
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $786 Shares 8,391 Est. Cost $35.83 Unrealized +65.2%
FLBL FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $760 Shares 31,355 Est. Cost $24.39 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.1%
Value ($000) $725 Shares 30,413 Est. Cost $24.59 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $711 Shares 5,622 Est. Cost $120.64 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $701 Shares 5,448 Est. Cost $87.50 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $689 Shares 14,695 Est. Cost $46.05 Unrealized
EUSA ISHARES INC 0.1%
Value ($000) $637 Shares 6,426 Est. Cost $99.12 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $625 Shares 10,449 Est. Cost $58.79 Unrealized
XT ISHARES TR 0.1%
Value ($000) $622 Shares 9,535 Est. Cost $47.34 Unrealized
VOX VANGUARD WORLD FD 0.1%
Value ($000) $607 Shares 3,551 Est. Cost $97.82 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value ($000) $593 Shares 6,470 Est. Cost $91.61 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $587 Shares 5,000 Est. Cost $101.74 Unrealized
PDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $572 Shares 14,305 Est. Cost $31.25 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $569 Shares 5,020 Est. Cost $118.87 Unrealized
WMT WALMART INC 0.1%
Value ($000) $557 Shares 5,693 Est. Cost $72.18 Unrealized +31.3%
OEF ISHARES TR 0.1%
Value ($000) $555 Shares 1,824 Est. Cost $187.04 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $545 Shares 8,740 Est. Cost $51.84 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $539 Shares 1,270 Est. Cost $363.74 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $537 Shares 5,143 Est. Cost $107.63 Unrealized
XAR SPDR SERIES TRUST 0.1%
Value ($000) $524 Shares 2,485 Est. Cost $141.78 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $498 Shares 1,780 Est. Cost $279.83 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $485 Shares 5,897 Est. Cost $82.18 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $479 Shares 7,326 Est. Cost $65.35 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $469 Shares 5,000 Est. Cost $92.36 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value ($000) $462 Shares 1,275 Est. Cost $229.87 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $433 Shares 4,840 Est. Cost $75.33 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $432 Shares 14,064 Est. Cost $37.54 Unrealized
BITO PROSHARES TR 0.1%
Value ($000) $426 Shares 19,800 Est. Cost $12.37 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $426 Shares 1,545 Est. Cost $161.36 Unrealized +33.8%
IWD ISHARES TR 0.1%
Value ($000) $407 Shares 2,098 Est. Cost $188.16 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $406 Shares 7,616 Est. Cost $50.57 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $392 Shares 6,874 Est. Cost $51.06 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $386 Shares 4,031 Est. Cost $95.76 Unrealized
VDC VANGUARD WORLD FD 0.1%
Value ($000) $382 Shares 1,746 Est. Cost $200.53 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value ($000) $378 Shares 12,295 Est. Cost $28.27 Unrealized -0.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $376 Shares 2,062 Est. Cost $120.59 Unrealized +38.8%
V VISA INC 0.1%
Value ($000) $375 Shares 1,055 Est. Cost $214.00 Unrealized +62.1%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $364 Shares 4,390 Est. Cost $82.92 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $341 Shares 18,715 Est. Cost $13.27 Unrealized -0.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $338 Shares 1,082 Est. Cost $516.85 Unrealized -27.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $337 Shares 595 Est. Cost $569.58 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $335 Shares 1,302 Est. Cost $200.51 Unrealized +9.0%
IXC ISHARES TR 0.0%
Value ($000) $334 Shares 8,500 Est. Cost $39.29 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $323 Shares 6,991 Est. Cost $46.20 Unrealized
DB DEUTSCHE BANK A G 0.0%
Value ($000) $322 Shares 11,000 Est. Cost $20.41 Unrealized +27.4%
IMCB ISHARES TR 0.0%
Value ($000) $319 Shares 4,000 Est. Cost $76.15 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $311 Shares 314 Est. Cost $990.72 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $310 Shares 13,819 Est. Cost $22.37 Unrealized -7.4%
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $309 Shares 5,900 Est. Cost $52.34 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $303 Shares 1,633 Est. Cost $137.85 Unrealized +32.5%
HD HOME DEPOT INC 0.0%
Value ($000) $294 Shares 803 Est. Cost $380.72 Unrealized -6.5%
BOND PIMCO ETF TR 0.0%
Value ($000) $294 Shares 3,189 Est. Cost $92.38 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $289 Shares 1,165 Est. Cost $226.57 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $285 Shares 1,460 Est. Cost $164.79 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $276 Shares 1,947 Est. Cost $108.87 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $275 Shares 3,004 Est. Cost $94.79 Unrealized -10.1%
SHY ISHARES TR 0.0%
Value ($000) $271 Shares 3,270 Est. Cost $82.86 Unrealized
TSLL DIREXION SHS ETF TR 0.0%
Value ($000) $265 Shares 22,464 Est. Cost $11.81 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $262 Shares 2,986 Est. Cost $73.19 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $262 Shares 2,940 Est. Cost $83.68 Unrealized
XBJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $261 Shares 7,265 Est. Cost $24.05 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $261 Shares 3,070 Est. Cost $65.50 Unrealized +8.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $258 Shares 460 Est. Cost $452.53 Unrealized +21.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $254 Shares 498 Est. Cost $433.57 Unrealized 0.0%
HYD VANECK ETF TRUST 0.0%
Value ($000) $250 Shares 4,985 Est. Cost $51.74 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $248 Shares 1,682 Est. Cost $131.07 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $248 Shares 6,450 Est. Cost $43.63 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $245 Shares 3,240 Est. Cost $75.58 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $244 Shares 2,611 Est. Cost $82.32 Unrealized 0.0%
WGS GENEDX HOLDINGS CORP 0.0%
Value ($000) $243 Shares 2,632 Est. Cost $69.85 Unrealized +12.4%
ARKF ARK ETF TR 0.0%
Value ($000) $242 Shares 4,822 Est. Cost $33.26 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $241 Shares 309 Est. Cost $711.65 Unrealized +8.7%
IWB ISHARES TR 0.0%
Value ($000) $239 Shares 704 Est. Cost $262.26 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $234 Shares 4,580 Est. Cost $51.02 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $225 Shares 1,812 Est. Cost $88.83 Unrealized +15.7%
SHEL SHELL PLC 0.0%
Value ($000) $224 Shares 3,175 Est. Cost $65.07 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $218 Shares 1,521 Est. Cost $145.50 Unrealized -5.8%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $217 Shares 807 Est. Cost $269.33 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $213 Shares 2,093 Est. Cost $101.60 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $208 Shares 5,360 Est. Cost $38.81 Unrealized
BLACKROCK HEALTH SCIENCES TE 0.0%
Value ($000) $203 Shares 14,240 Est. Cost $16.31 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $202 Shares 1,437 Est. Cost $120.96 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $196 Shares 14,163 Est. Cost $13.87 Unrealized
LOMA LOMA NEGRA C I A S A MTN 14 0.0%
Value ($000) $143 Shares 13,044 Est. Cost $10.99 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $81 Shares 10,162 Est. Cost $8.02 Unrealized
WULF TERAWULF INC 0.0%
Value ($000) $70 Shares 16,080 Est. Cost $6.45 Unrealized -47.0%
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value ($000) $62 Shares 50,000 Est. Cost $35.00 Unrealized -96.7%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $52 Shares 10,000 Est. Cost $6.27 Unrealized 0.0%
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $38 Shares 11,775 Est. Cost $3.13 Unrealized
LAB STANDARD BIOTOOLS INC 0.0%
Value ($000) $15 Shares 12,210 Est. Cost $2.41 Unrealized -54.1%