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CIK: 0001763121
Total reported value
$854.9M
$854.9M
143 檔
33.7%
In Q4 2024, Evolution Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $854.9M, distributed across 143 disclosed stock positions.
During Q4 2024, Evolution Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 24.33% | +6.69% | +2.41% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 10.06% | +4.57% | +21.75% | |
| 3 | PAVE | Global X US Infrastructure | ETF-Other | 5.21% | +1.06% | -0.10% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 4.92% | +0.88% | +20.54% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.72% | +0.53% | +2.17% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.04% | +1.32% | +7.42% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.33% | +0.02% | -15.19% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.87% | +0.27% | +1.54% | |
| 9 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.86% | +0.19% | +1.84% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 1.83% | -0.13% | +0.58% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.78% | +0.28% | +2.18% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | +0.84% | +3.26% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.76% | +0.06% | +2.17% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.65% | +0.29% | -3.42% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.58% | +0.37% | +39.71% | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.57% | +0.07% | +44.75% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.47% | -23.22% | +12.86% | |
| 18 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.42% | +0.01% | +43.90% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.40% | -0.01% | +27.16% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | +0.29% | +1.23% | |
| 21 | VDE | Vanguard Energy ETF | ETF-Other | 1.15% | — | +89.47% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.92% | -0.02% | +209.27% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.87% | -0.07% | +40.02% | |
| 24 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.83% | +0.03% | +8.81% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.11% | +22.96% | |
| 26 | PBDC | Putnam Bdc Income ETF | ETF-Other | 0.78% | +0.04% | -0.40% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.75% | +0.26% | +5.04% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.68% | +0.02% | -4.02% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.62% | +0.20% | -0.19% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.61% | +0.01% | +15.83% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.60% | +0.19% | -0.08% | |
| 32 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 0.58% | — | -53.02% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | +0.50% | +12.02% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.52% | +0.03% | +5.13% | |
| 35 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.50% | +0.10% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.02% | +48.09% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | +0.05% | +14.49% | |
| 38 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.47% | +0.01% | -61.47% | |
| 39 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.47% | +0.05% | -4.04% | |
| 40 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.45% | +0.07% | +0.02% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.21% | +12.46% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.45% | — | -8.84% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.45% | +0.12% | -0.08% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.43% | +0.02% | -55.80% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.09% | -4.57% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.34% | +0.04% | — | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.31% | +0.03% | — | |
| 48 | INDA | Ishares Msci India ETF | ETF-Other | 0.30% | -0.41% | +6.29% | |
| 49 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.28% | +0.04% | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.03% | +38.24% |
According to official SEC Form 13F filings, Evolution Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $854.9M across 143 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, XLK, PAVE) accounted for 33.7% of total reported equity market value during Q4 2024.
During Q4 2024, Evolution Wealth Advisors, LLC's top holdings by market value included SPY (24.3%)、XLK (10.1%)、PAVE (5.2%). The largest single position, SPY, represented 24.3% of total portfolio value.
In Q4 2024, Evolution Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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