Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SELECT SECTOR SPDR TR | 23 | Q2 2024 | 5.6% |
SELECT SECTOR SPDR TR | 23 | Q2 2024 | 4.6% |
SELECT SECTOR SPDR TR | 23 | Q2 2024 | 4.1% |
ALIBABA GROUP HLDG LTD | 23 | Q2 2024 | 2.9% |
VANGUARD WORLD FDS | 23 | Q2 2024 | 1.0% |
META PLATFORMS INC | 23 | Q2 2024 | 0.7% |
BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 1.2% |
JPMORGAN CHASE & CO | 23 | Q2 2024 | 1.0% |
VISA INC | 23 | Q2 2024 | 0.4% |
NVIDIA CORPORATION | 23 | Q2 2024 | 0.3% |
View Evolution Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-23 |
13F-HR | 2024-07-18 |
13F-HR | 2024-04-19 |
13F-HR | 2024-01-31 |
13F-HR | 2023-11-07 |
13F-HR | 2023-07-17 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-02 |
13F-HR | 2022-08-02 |
View Evolution Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.