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CIK: 0001906967
Total reported value
$272.1K
$272.1K
184 檔
40696.0%
According to the latest 13F quarterly dataset, Evolution Advisers, Inc. managed an equity portfolio of $272.1K at the end of Q4 2024, spanning 184 distinct U.S. exchange-listed positions.
Evolution Advisers, Inc. executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 20 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 15.33% | +0.81% | -1.21% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.27% | -0.01% | +3.49% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 11.56% | -0.17% | +1.61% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.25% | +0.71% | +0.38% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.10% | -0.65% | +5.79% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.72% | +0.08% | +2.55% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.15% | -0.34% | -11.49% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.60% | -0.02% | -11.96% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.52% | +0.20% | +1.95% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.05% | -0.22% | -1.35% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 2.35% | -0.11% | +1.72% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.20% | +109.26% | |
| 13 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.51% | +0.22% | -0.20% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.44% | -0.31% | +37267.35% | |
| 15 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.21% | -0.06% | -0.10% | |
| 16 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.85% | -0.17% | +14.85% | |
| 17 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.76% | -0.04% | — | |
| 18 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.75% | +0.02% | -0.38% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.75% | — | — | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | +0.52% | +191.03% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.55% | -0.05% | — | |
| 22 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.35% | +0.01% | -0.17% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.33% | +0.01% | -6.68% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | — | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.35% | EXIT | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.27% | -0.01% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.01% | — | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.19% | +0.06% | — | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.19% | -0.01% | — | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.18% | -0.02% | -28.68% | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.17% | -1.49% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.09% | — | |
| 33 | GNW | Genworth Financial Inc | Stock-Financials | 0.16% | +0.03% | — | |
| 34 | ORI | Old Republic Intl CORP | Stock-Financials | 0.16% | -0.01% | -17.85% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.15% | +0.02% | -8.33% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.08% | — | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.13% | -0.01% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | +0.02% | +35.72% | |
| 39 | NI | Nisource Inc | Stock-Utilities | 0.12% | -0.02% | — | |
| 40 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.11% | — | -19.30% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.11% | +0.05% | +100.00% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | — | +4.27% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.09% | -0.01% | +100.00% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | — | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.07% | — | — | |
| 48 | MKL | Markel Group Inc | Stock-Financials | 0.07% | — | +1.37% | |
| 49 | CW | Curtiss-wright CORP | Stock-Industrials | 0.07% | — | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +1.4% | +37267.35% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.9% | -1.21% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.8% | +109.26% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.3% | +5.79% | Add |
| 5 | IAGG | Ishares Intl Aggregate Bond | +0.2% | NEW | New buy |
| 6 | VB | Vanguard Small-cap ETF | +0.1% | +1.95% | Add |
| 7 | NUBD | Nuveen Esg US Aggregate Bond | +0.1% | +14.85% | Add |
| 8 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | -0.20% | Trim |
| 9 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 10 | AMZN | Amazon.com Inc | +0.1% | +35.72% | Add |
| 11 | WMT | Walmart Inc | 0% | — | Unchanged |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 13 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 14 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 15 | COF | Capital One Financial CORP | 0% | +9.40% | Add |
| 16 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 17 | TSLA | Tesla Inc | 0% | -24.85% | Trim |
| 18 | MKL | Markel Group Inc | 0% | +1.37% | Add |
| 19 | NI | Nisource Inc | 0% | — | Unchanged |
| 20 | SEIC | Sei Investments Company | 0% | — | Unchanged |
| 21 | GNW | Genworth Financial Inc | 0% | — | Unchanged |
| 22 | SCHB | Schwab US Broad Market ETF | 0% | +218.05% | Add |
| 23 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 24 | CSCO | Cisco Systems Inc | 0% | +0.28% | Add |
| 25 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 26 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 27 | TMO | Thermo Fisher Scientific Inc | — | — | Unchanged |
| 28 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 29 | LMT | Lockheed Martin CORP | — | — | Unchanged |
| 30 | AMGN | Amgen Inc | — | — | Unchanged |
| 31 | SCHG | Schwab US Large-cap Growth | — | +226.02% | Add |
| 32 | ADBE | Adobe Inc | — | — | Unchanged |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | EXIT | Sold out |
| 34 | DFAS | Dimensional US Small Cap ETF | — | EXIT | Sold out |
| 35 | VO | Vanguard Mid-cap ETF | — | -23.87% | Trim |
| 36 | CEG | Constellation Energy | — | — | Unchanged |
| 37 | HD | Home Depot Inc | — | — | Unchanged |
| 38 | SCHX | Schwab US Large-cap ETF | — | +191.03% | Add |
| 39 | DFUS | Dimensional US Eq Mkt ETF | — | EXIT | Sold out |
| 40 | HSY | Hershey Co/the | — | +0.26% | Add |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | EXIT | Sold out |
| 42 | MA | Mastercard Inc - A | — | — | Unchanged |
| 43 | DAL | Delta Air Lines Inc | — | — | Unchanged |
| 44 | D | Dominion Energy Inc | — | +0.91% | Add |
| 45 | TDY | Teledyne Technologies Inc | — | — | Unchanged |
| 46 | UNH | Unitedhealth Group Inc | — | — | Unchanged |
| 47 | AMTM | Amentum Holdings Inc | — | — | Unchanged |
| 48 | FTNT | Fortinet Inc | — | — | Unchanged |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 50 | ITW | Illinois Tool Works | — | NEW | New buy |
According to official SEC Form 13F filings, Evolution Advisers, Inc. reported a total U.S. public equity portfolio value of $272.1K across 184 disclosed positions in Q4 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 VUG, VEA, VTV) accounted for 40696.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
IAGG
市值: $317.0K
Top Position Liquidated / Trimmed
DFAI
前期市值: $18.0K
During Q4 2024, Evolution Advisers, Inc.'s top holdings by market value included VUG (15.3%)、VEA (14.3%)、VTV (11.6%). The largest single position, VUG, represented 15.3% of total portfolio value.
In Q4 2024, Evolution Advisers, Inc. made 86 total portfolio adjustments, initiating 7 new buys, adding to 35 positions, trimming 24 holdings, and fully liquidating 20 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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