Evolution Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Evolution Wealth Advisors, LLC reported 143 stock positions worth $597.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 24.3% of the portfolio, followed by SS Technology Select Sector (XLK, 10.1%) and Global X US Infrastructure (PAVE, 5.2%). Compared with Q3 2024, it opened 22 new positions, sold out of 10, added to 57 and reduced 32. The biggest buy was SS Technology Select Sector (XLK, shares +22%) and the biggest sale an exit from iShares MSCI Mexico ETF (EWW).
- Most Recent 13F
- Q2 2026
- Location
- AVENTURA, FL
- CIK
- 0001763121
- Portfolio Value
- $597.8M (Q4 2024)
- SEC Filing
- 0001763121-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 143 stocks · $597.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 24.33% | 248,112 | $145.4M | Add +3.0% |
| XLK SS Technology Select Sector | 10.06% | 258,646 | $60.1M | Add +21.8% |
| PAVE Global X US Infrastructure | 5.21% | 770,844 | $31.1M | Reduce -0.1% |
| XLF SS Financial Select Sector | 4.92% | 608,289 | $29.4M | Add +20.5% |
| AMZN Amazon.com Inc. | 3.72% | 101,306 | $22.2M | Add +6.3% |
| QQQ Invesco QQQ Trust Series 1 | 3.04% | 35,548 | $18.2M | Add +7.4% |
| GLD SPDR Gold Shares | 2.33% | 57,540 | $13.9M | Reduce -15.2% |
| GOOG Alphabet Inc. Class C | 1.87% | 58,758 | $11.2M | Add +1.5% |
| VRP Invesco Variable Rate Prefer | 1.86% | 460,612 | $11.1M | Add +1.8% |
| XLV SS Health Care Select Sector | 1.83% | 79,725 | $11.0M | Add +0.6% |
| XLC SS Comm Select Sector SPDR | 1.78% | 109,711 | $10.6M | Add +2.2% |
| VOO Vanguard S&P 500 ETF | 1.77% | 19,592 | $10.6M | Add +3.3% |
| XLP SS Consumer Staples Sel Sect | 1.76% | 133,517 | $10.5M | Add +2.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.65% | 41,063 | $9.9M | Reduce -3.4% |
| IWM iShares Russell 2000 ETF | 1.58% | 42,785 | $9.5M | Add +39.7% |
| IBIT iShares Bitcoin Trust ETF | 1.57% | 176,780 | $9.4M | Add +44.8% |
| AAPL Apple Inc. | 1.47% | 35,089 | $8.8M | Add +12.9% |
| COMT iShares Gsci Commodity Dynam | 1.42% | 335,884 | $8.5M | Add +43.9% |
| XLE SS Energy Select Sector | 1.40% | 97,886 | $8.4M | Add +27.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 16,112 | $7.3M | Add +1.2% |
| VDE Vanguard Energy ETF | 1.15% | 56,520 | $6.9M | Add +89.5% |
| SCHD Schwab US DVD Equity ETF | 0.92% | 202,155 | $5.5M | Add +3.1% |
| PLTR Palantir Technologies Inc. Class A | 0.87% | 68,982 | $5.2M | Add +40.0% |
| AAXJ iShares MSCI All Country Asi | 0.83% | 68,632 | $5.0M | Add +8.8% |
| MSFT Microsoft Corp. | 0.81% | 11,439 | $4.8M | Add +23.0% |
| PBDC Putnam BDC Income ETF | 0.78% | 135,285 | $4.7M | Reduce -0.4% |
| VGT Vanguard Info Tech ETF | 0.75% | 7,246 | $4.5M | Add +5.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.68% | 37,829 | $4.0M | Reduce -4.0% |
| RSP Invesco S&P 500 Equal Weight | 0.62% | 21,294 | $3.7M | Reduce -0.2% |
| JEPI JPMorgan Equity Premium Inco | 0.61% | 63,168 | $3.6M | Add +15.8% |
| XLY SS Consumer Disc Select Sect | 0.60% | 15,979 | $3.6M | Reduce -0.1% |
| HEZU iShares Currency Hedged MSCI | 0.58% | 96,615 | $3.5M | Reduce -53.0% |
| IEMG iShares Core MSCI Emerging | 0.56% | 64,537 | $3.4M | Add +12.0% |
| IBB iShares Biotechnology ETF | 0.52% | 23,688 | $3.1M | Add +5.1% |
| KBE SS SPDR S&P Bank ETF | 0.50% | 53,387 | $3.0M | No change |
| TSLA Tesla Inc. | 0.48% | 7,061 | $2.9M | Add +48.1% |
| META Meta Platforms Inc. Class A | 0.47% | 4,788 | $2.8M | Add +14.5% |
| PDBC Invesco Optimum Yield Divers | 0.47% | 214,771 | $2.8M | Reduce -61.5% |
| JPIE JPMorgan Income ETF | 0.47% | 61,116 | $2.8M | Reduce -4.0% |
| XBI SS SPDR S&P Biotech ETF | 0.45% | 30,118 | $2.7M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.45% | 14,314 | $2.7M | Add +12.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.45% | 59,652 | $2.7M | Reduce -8.8% |
| ITA iShares U.S. Aerospace & Def | 0.45% | 18,318 | $2.7M | Reduce -0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.43% | 45,385 | $2.6M | Reduce -55.8% |
| NVDA Nvidia Corp. | 0.38% | 16,878 | $2.3M | Add +6.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.34% | 40,792 | $2.0M | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.31% | 32,350 | $1.8M | New |
| INDA iShares MSCI India ETF | 0.30% | 34,479 | $1.8M | Add +6.3% |
| HELO JPMorgan Hedged Equity ETF | 0.28% | 26,660 | $1.7M | New |
| JPM JPMorgan Chase & Co. | 0.27% | 6,688 | $1.6M | Add +38.2% |
| SOXX iShares Semiconductor ETF | 0.27% | 7,372 | $1.6M | Reduce -22.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.26% | 35,546 | $1.6M | Reduce -0.4% |
| PPA Invesco Aerospace & Defense | 0.26% | 13,545 | $1.6M | No change |
| EMB iShares JP Morgan Usd Emergi | 0.25% | 16,738 | $1.5M | Reduce -0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 18,961 | $1.5M | Reduce -3.6% |
| VFH Vanguard Financials ETF | 0.24% | 12,046 | $1.4M | Add +0.5% |
| VTWO Vanguard Russell 2000 ETF | 0.23% | 15,280 | $1.4M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.23% | 2 | $1.4M | Add +100.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 7,552 | $1.3M | No change |
| COMB Graniteshares Bcom Broad STR | 0.20% | 59,600 | $1.2M | Add +138.5% |
| SSO Proshares Ultra S&P500 | 0.18% | 11,532 | $1.1M | No change |
| AVGO Broadcom Inc. | 0.17% | 4,450 | $1.0M | Add +22.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 2,380 | $977K | No change |
| SMH Vaneck Semiconductor ETF | 0.16% | 3,885 | $941K | Add +100.3% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 7,640 | $880K | No change |
| ETHE Grayscale Ethereum Staking E | 0.14% | 29,810 | $835K | New |
| IOO iShares Global 100 ETF | 0.14% | 8,254 | $832K | Reduce -2.9% |
| ARKK ARK Innovation ETF | 0.14% | 14,596 | $829K | Reduce -2.6% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 8,055 | $818K | Reduce -48.9% |
| GS Goldman Sachs Group Inc. | 0.13% | 1,373 | $786K | Add +175.7% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.13% | 32,313 | $776K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 2,629 | $762K | Add +3.3% |
| FLBL Franklin Senior Loan ETF | 0.12% | 30,405 | $738K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 9,530 | $736K | Reduce -1.0% |
| EEM iShares MSCI Emerging Market | 0.12% | 17,280 | $723K | No change |
| ACWI iShares MSCI Acwi ETF | 0.11% | 5,441 | $639K | Add +0.2% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.10% | 10,305 | $615K | No change |
| VGIT Vanguard Intermediate-Term T | 0.10% | 10,449 | $606K | Reduce -8.8% |
| FLMX Franklin Ftse Mexico ETF | 0.10% | 26,330 | $606K | New |
| MUB iShares National Muni Bond E | 0.10% | 5,433 | $579K | Add +9.8% |
| WMT Walmart Inc. | 0.10% | 6,403 | $579K | Add +116.8% |
| GTO Invesco Total Return Bond Et | 0.10% | 12,455 | $578K | Reduce -0.4% |
| LIT Global X Lithium & Battery T | 0.10% | 14,030 | $572K | Add +58.2% |
| VOX Vanguard Communication Servi | 0.09% | 3,551 | $550K | No change |
| PDEC Innovator U.S. Equity Power | 0.09% | 14,305 | $550K | No change |
| OEF iShares S&P 100 ETF | 0.09% | 1,824 | $527K | No change |
| NFLX Netflix Inc. | 0.09% | 582 | $519K | Add +13.0% |
| PWB Invesco Large Cap Growth ETF | 0.09% | 5,000 | $509K | New |
| IVV iShares Core S&P 500 ETF | 0.08% | 847 | $499K | No change |
| IREN Iren Ltd. filed as IREN LIMITED | 0.08% | 47,880 | $470K | Add +8.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 4,221 | $470K | Add +31.1% |
| BABA Alibaba Group Holding-SP ADR | 0.08% | 5,505 | $467K | Add +35.8% |
| VCR Vanguard Consumer Discre ETF | 0.08% | 1,243 | $467K | No change |
| MBB iShares MBS ETF | 0.08% | 5,000 | $458K | Reduce -29.9% |
| PFF iShares Preferred & Income S | 0.08% | 14,483 | $455K | No change |
| BITO Proshares Bitcoin ETF-Usd | 0.07% | 18,982 | $432K | No change |
| XBJL Inn US Eq Acc 9 Buff July | 0.07% | 12,430 | $424K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.07% | 7,615 | $392K | Reduce -5.2% |
| MDY State Street SPDR S&P Midcap | 0.06% | 675 | $384K | New |
| EZU iShares MSCI Eurozone ETF | 0.06% | 8,085 | $382K | Reduce -87.5% |
Portfolio Sells Q3 2024 → Q4 2024
| EWW iShares MSCI Mexico ETF | Sold out | 0.00% | −0.92 |
| PDBC Invesco Optimum Yield Divers | Reduce -61.5% | 0.47% | −0.88 |
| HEZU iShares Currency Hedged MSCI | Reduce -53.0% | 0.58% | −0.78 |
| GLD SPDR Gold Shares | Reduce -15.2% | 2.33% | −0.64 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -55.8% | 0.43% | −0.64 |
| EZU iShares MSCI Eurozone ETF | Reduce -87.5% | 0.06% | −0.55 |
| PAVE Global X US Infrastructure | Reduce -0.1% | 5.21% | −0.52 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.22 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.4% | 1.65% | −0.17 |
| IVW iShares S&P 500 Growth ETF | Reduce -48.9% | 0.14% | −0.14 |
| SOXX iShares Semiconductor ETF | Reduce -22.4% | 0.27% | −0.13 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -4.0% | 0.68% | −0.13 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -8.8% | 0.45% | −0.11 |
| XLB SS Materials Select Sector | Reduce -61.1% | 0.05% | −0.10 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.10 |
| IMVP Invesco India Exchange-Trade | Sold out | 0.00% | −0.07 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.07 |
| JPIE JPMorgan Income ETF | Reduce -4.0% | 0.47% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.2% | 0.62% | −0.07 |
| ITA iShares U.S. Aerospace & Def | Reduce -0.1% | 0.45% | −0.05 |
| PBDC Putnam BDC Income ETF | Reduce -0.4% | 0.78% | −0.05 |
| MBB iShares MBS ETF | Reduce -29.9% | 0.08% | −0.05 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -0.4% | 0.26% | −0.04 |
| BOND PIMCO Active Bond Exchange-T | Sold out | 0.00% | −0.04 |
| BBJP JPMorgan Betabuilders Japan | Sold out | 0.00% | −0.04 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Reduce -0.6% | 0.25% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.6% | 0.25% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -8.8% | 0.10% | −0.02 |
| PBW Invesco Wilderhill Clean Ene | Reduce -22.6% | 0.04% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.0% | 0.12% | −0.01 |
| IOO iShares Global 100 ETF | Reduce -2.9% | 0.14% | −0.01 |
| GTO Invesco Total Return Bond Et | Reduce -0.4% | 0.10% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -5.2% | 0.07% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.05% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -5.3% | 0.04% | −0.01 |
| HYD Vaneck High Yield Muni ETF | Reduce -3.5% | 0.05% | −0.01 |
| DANIMER SCIENTIFIC INC | Sold out | 0.00% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -3.3% | 0.05% | +0.01 |
| ARKK ARK Innovation ETF | Reduce -2.6% | 0.14% | +0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -0.1% | 0.60% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| XLK SS Technology Select Sector | Add +21.8% | 10.06% | +1.41 |
| XLF SS Financial Select Sector | Add +20.5% | 4.92% | +0.79 |
| IBIT iShares Bitcoin Trust ETF | Add +44.8% | 1.57% | +0.77 |
| PLTR Palantir Technologies Inc. Class A | Add +40.0% | 0.87% | +0.54 |
| AMZN Amazon.com Inc. | Add +6.3% | 3.72% | +0.52 |
| VDE Vanguard Energy ETF | Add +89.5% | 1.15% | +0.49 |
| IWM iShares Russell 2000 ETF | Add +39.7% | 1.58% | +0.36 |
| COMT iShares Gsci Commodity Dynam | Add +43.9% | 1.42% | +0.33 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.31% | +0.31 |
| HELO JPMorgan Hedged Equity ETF | New | 0.28% | +0.28 |
| TSLA Tesla Inc. | Add +48.1% | 0.48% | +0.25 |
| VTWO Vanguard Russell 2000 ETF | New | 0.23% | +0.23 |
| XLE SS Energy Select Sector | Add +27.2% | 1.40% | +0.18 |
| AAPL Apple Inc. | Add +12.9% | 1.47% | +0.17 |
| ETHE Grayscale Ethereum Staking E | New | 0.14% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 1.87% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.4% | 3.04% | +0.13 |
| COMB Graniteshares Bcom Broad STR | Add +138.5% | 0.20% | +0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +100.0% | 0.23% | +0.10 |
| FLMX Franklin Ftse Mexico ETF | New | 0.10% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +175.7% | 0.13% | +0.09 |
| MSFT Microsoft Corp. | Add +23.0% | 0.81% | +0.09 |
| PWB Invesco Large Cap Growth ETF | New | 0.09% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +38.2% | 0.27% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +12.5% | 0.45% | +0.07 |
| SMH Vaneck Semiconductor ETF | Add +100.3% | 0.16% | +0.07 |
| MDY State Street SPDR S&P Midcap | New | 0.06% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +22.8% | 0.17% | +0.06 |
| WMT Walmart Inc. | Add +116.8% | 0.10% | +0.05 |
| IMCB iShares Morningstar Mid-Cap | New | 0.05% | +0.05 |
| PM Philip Morris International | New | 0.05% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | New | 0.04% | +0.04 |
| SBUX Starbucks Corp. | New | 0.04% | +0.04 |
| BXSL Blackstone Secured Lending F | New | 0.04% | +0.04 |
| SOFI Sofi Technologies Inc. | New | 0.04% | +0.04 |
| PG The Procter & Gamble Co. | New | 0.04% | +0.04 |
| CVX Chevron Corp. | New | 0.04% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.04% | +0.04 |
| META Meta Platforms Inc. Class A | Add +14.5% | 0.47% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| C Citigroup Inc. | New | 0.04% | +0.04 |
| PYPL PayPal Holdings Inc. | New | 0.03% | +0.03 |
| WGS Genedx Holdings Corp. | New | 0.03% | +0.03 |
| NVDA Nvidia Corp. | Add +6.2% | 0.38% | +0.03 |
| LIT Global X Lithium & Battery T | Add +58.2% | 0.10% | +0.03 |
| XLC SS Comm Select Sector SPDR | Add +2.2% | 1.78% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +5.0% | 0.75% | +0.02 |
| DIS The Walt Disney Co. | Add +31.1% | 0.08% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +15.8% | 0.61% | +0.02 |
Options Activity Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 1,300 | $746Kbefore exit |
| AMZN Amazon.com Inc. | put | Sold out | 3,900 | $730Kbefore exit |
| XLB SS Materials Select Sector | put | Sold out | 2,000 | $452Kbefore exit |
| NVDA Nvidia Corp. | call | Sold out | 1,800 | $219Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 181 | $854.9M | SPY, XLK, XLF, PAVE, QQQ |
| Q1 2026 | 176 | $981.5M | AAPL, SPY, XLK, XLF, PAVE |
| Q4 2025 | 166 | $992.2M | AAPL, SPY, XLK, XLF, PAVE |
| Q3 2025 | 165 | $744.7M | SPY, XLK, XLF, PAVE, QQQ |
| Q2 2025 | 170 | $683.0M | SPY, XLK, XLF, PAVE, QQQ |
| Q1 2025 | 149 | $599.0M | SPY, XLK, XLF, PAVE, AMZN |
| Q4 2024 | 143 | $597.8M | SPY, XLK, PAVE, XLF, AMZN |
| Q3 2024 | 131 | $554.3M | SPY, XLK, PAVE, XLF, AMZN |
| Q2 2024 | 135 | $513.2M | SPY, XLK, PAVE, XLF, AMZN |
| Q1 2024 | 134 | $522.1M | SPY, XLK, PAVE, XLF, AMZN |