HoldingsChannel.com
Evolution Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
TESLA INC 117,073 -153,005 $48,975
     TSLA117,073-153,005$48,975
DIREXION SHS ETF TR (BRZU) 1,261,877 +627,705 $48,961
     BRZU1,261,877+627,705$48,961
SPDR S&P 500 ETF TR (SPY) 117,669 +117,669 $37,873
     SPY117,669+117,669$37,873
SELECT SECTOR SPDR TR (XLK) 331,298 +331,298 $30,370
     XLK331,298+331,298$30,370
SELECT SECTOR SPDR TR (XLV) 202,490 +202,490 $20,626
     XLV202,490+202,490$20,626
SPDR GOLD TRUST (GLD) 105,815 +34,888 $15,121
     GLD105,815+34,888$15,121
VANGUARD INDEX FDS (VTV) 125,951 +43,080 $15,095
     VTV125,951+43,080$15,095
SCHWAB STRATEGIC TR 224,255 +224,255 $12,989
     SCHD224,255+224,255$12,989
ISHARES TR (TIP) 110,249 +30,604 $12,852
     TIP110,249+30,604$12,852
SELECT SECTOR SPDR TR (XLP) 200,938 +200,938 $12,655
     XLP200,938+200,938$12,655
SELECT SECTOR SPDR TR (XLC) 219,599 +42,123 $11,777
     XLC219,599+42,123$11,777
ISHARES TR (ITA) 48,550 +48,550 $10,782
     ITA48,550+48,550$10,782
FREEPORT MCMORAN INC 770,656 UNCH $10,111
     FCX770,656UNCH$10,111
BERKSHIRE HATHAWAY INC DEL      $9,221
     BRK.B28,716+4,789$6,504
     BRK.A8+5$2,717
SELECT SECTOR SPDR TR (XLY) 68,816 +68,611 $8,631
     XLY68,816+68,611$8,631
SELECT SECTOR SPDR TR (XLF) 261,736 +261,346 $8,056
     XLF261,736+261,346$8,056
ISHARES INC (EWJ) 114,829 +38,720 $6,802
     EWJ114,829+38,720$6,802
VANGUARD BD INDEX FD INC (BSV) 78,846 +664 $6,356
     BSV78,846+664$6,356
SELECT SECTOR SPDR TR (XLE) 100,025 +99,800 $6,006
     XLE100,025+99,800$6,006
ISHARES TR (IVE) 42,885 -765 $5,579
     IVE42,885-765$5,579
INVESCO QQQ TR 21,786 +20,655 $4,632
     QQQ21,786+20,655$4,632
INVESCO EXCHNG TRADED FD TR (VRP) 106,321 +106,321 $2,746
     VRP106,321+106,321$2,746
ALIBABA GROUP HLDG LTD 12,077 +11,350 $2,562
     BABA12,077+11,350$2,562
AMAZON COM INC 1,311 +1,311 $2,423
     AMZN1,311+1,311$2,423
APPLE INC 7,372 +7,372 $2,165
     AAPL7,372+7,372$2,165
VANGUARD WORLD FDS (VDE) 26,090 +22,585 $2,126
     VDE26,090+22,585$2,126
ISHARES INC (IEMG) 37,576 +7,720 $2,020
     IEMG37,576+7,720$2,020
ALBEMARLE CORP 26,652 UNCH $1,947
     ALB26,652UNCH$1,947
VANGUARD SCOTTSDALE FDS (VCIT) 19,728 +19,728 $1,802
     VCIT19,728+19,728$1,802
FACEBOOK INC 8,614 +8,489 $1,768
     FB8,614+8,489$1,768
VANGUARD WORLD FDS (VDC) 10,380 -40 $1,673
     VDC10,380-40$1,673
MICROSOFT CORP 9,282 +9,282 $1,464
     MSFT9,282+9,282$1,464
AVIANCA HLDGS SA 303,042 +300,542 $1,352
     AVH303,042+300,542$1,352
ALPHABET INC 977 +977 $1,309
     GOOGL977+977$1,309
VANGUARD INDEX FDS (VOO) 4,168 +4,168 $1,233
     VOO4,168+4,168$1,233
ALPHABET INC 802 +802 $1,072
     GOOG802+802$1,072
VANGUARD WORLD FDS (VHT) 5,250 +175 $1,007
     VHT5,250+175$1,007
ISHARES TR (MCHI) 15,006 -1,487 $962
     MCHI15,006-1,487$962
VISA INC 4,954 +4,074 $931
     V4,954+4,074$931
ISHARES INC (EWZ) 16,864 +13,194 $800
     EWZ16,864+13,194$800
VANGUARD WORLD FDS (VGT) 3,035 +2,135 $743
     VGT3,035+2,135$743
ISHARES TR (DGRO) 14,671 +14,671 $617
     DGRO14,671+14,671$617
ISHARES TR (USMV) 8,778 +8,778 $576
     USMV8,778+8,778$576
COSTCO WHSL CORP NEW 1,816 +1,356 $534
     COST1,816+1,356$534
ISHARES TR (IJH) 2,486 +680 $512
     IJH2,486+680$512
ISHARES INC (GHYG) 9,543 +9,543 $476
     GHYG9,543+9,543$476
SPDR SERIES TRUST (JNK) 4,332 +4,332 $475
     JNK4,332+4,332$475
ISHARES TR (IEF) 4,212 +4,212 $464
     IEF4,212+4,212$464
JPMORGAN CHASE & CO 3,248 +23 $453
     JPM3,248+23$453
QUALCOMM INC 4,596 +4,346 $406
     QCOM4,596+4,346$406

See Full List: All Stocks Held By Evolution Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Evolution Wealth Advisors LLC

Size ($ in 1000's)
At 12/31/2019: $399,438
At 09/30/2019: $209,764

Evolution Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Evolution Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Evolution Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.