| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
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.