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CIK: 0001906967
Total reported value
$272.1K
$272.1K
196 檔
40864.0%
In Q3 2024, Evolution Advisers, Inc.'s U.S. equity holdings reached a combined market value of $272.1K, distributed across 196 disclosed stock positions.
In Q3 2024, Evolution Advisers, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.17% | -0.01% | -0.33% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 14.46% | +0.81% | -1.86% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 11.69% | -0.17% | -0.79% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.44% | +0.71% | +1.56% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.77% | -0.65% | +1.34% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.04% | +0.08% | +0.58% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.86% | -0.34% | -1.13% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.48% | -0.02% | -1.47% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.39% | +0.20% | -2.27% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.23% | -0.22% | +1.36% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 2.58% | -0.11% | +0.72% | |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.45% | +0.22% | -0.61% | |
| 13 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.28% | -0.06% | +15.62% | |
| 14 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.80% | +0.02% | +0.25% | |
| 15 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.77% | -0.04% | -1.60% | |
| 16 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.77% | -0.17% | +7.51% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | +0.52% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.20% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.70% | — | -1.65% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | -0.05% | +1.91% | |
| 21 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.36% | +0.01% | -0.75% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.34% | +0.01% | — | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | — | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.35% | EXIT | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | -0.01% | -0.86% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.01% | — | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 0.21% | -0.02% | -0.53% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.21% | -0.01% | — | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.19% | +0.06% | — | |
| 30 | ORI | Old Republic Intl CORP | Stock-Financials | 0.18% | -0.01% | -0.50% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.16% | +0.02% | -9.79% | |
| 32 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.15% | — | -0.50% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.09% | +0.03% | |
| 34 | GNW | Genworth Financial Inc | Stock-Financials | 0.15% | +0.03% | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.13% | -0.01% | -3.19% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.13% | +0.05% | -2.31% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.08% | — | |
| 38 | NI | Nisource Inc | Stock-Utilities | 0.11% | -0.02% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | — | +3.47% | |
| 40 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.10% | — | +430.68% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.10% | -0.01% | -26.35% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | -3.23% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | +0.02% | — | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.08% | — | -4.30% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | — | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.07% | -0.01% | — | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.07% | +0.01% | — | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.07% | — | +16.74% | |
| 50 | TFC | Truist Financial CORP | Stock-Financials | 0.06% | — | — |
According to official SEC Form 13F filings, Evolution Advisers, Inc. reported a total U.S. public equity portfolio value of $272.1K across 196 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VUG, VTV) accounted for 40864.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
AMTM
市值: $19.0K
Top Position Liquidated / Trimmed
XMMO
前期市值: $64.0K
During Q3 2024, Evolution Advisers, Inc.'s top holdings by market value included VEA (15.2%)、VUG (14.5%)、VTV (11.7%). The largest single position, VEA, represented 15.2% of total portfolio value.
In Q3 2024, Evolution Advisers, Inc. made 79 total portfolio adjustments, initiating 12 new buys, adding to 35 positions, trimming 30 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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