Evolution Wealth Advisors, LLC
- SEC CIK
- 0001763121
- Latest filing
- Jul 29, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 20, 2021. Long positions only.
- Positions
- 640
- No 13F data for Q4 2020
- Portfolio value
- $448.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GISGeneral Mills Inc | Stock | 81 | $5.00K | <0.1% | – | – | History |
| VTRVentas, Inc. | REIT | 97 | $5.00K | <0.1% | – | – | History |
| FTVFortive Corp | Stock | 73 | $5.00K | <0.1% | – | – | History |
| CBChubb Ltd | Stock | 34 | $5.00K | <0.1% | – | – | History |
| XELXcel Energy Inc | Stock | 68 | $5.00K | <0.1% | – | – | History |
| VLOValero Energy Corp | Stock | 75 | $5.00K | <0.1% | – | – | History |
| DOWDow Inc. | Stock | 81 | $5.00K | <0.1% | – | – | History |
| CARRCarrier Global Corp | Stock | 112 | $5.00K | <0.1% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 90 | $5.00K | <0.1% | – | – | History |
| CMICummins Inc | Stock | 21 | $5.00K | <0.1% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 43 | $5.00K | <0.1% | – | – | History |
| COFCapital One Financial Corp | Stock | 43 | $5.00K | <0.1% | – | – | History |
| QRVOQorvo, Inc. | Stock | 28 | $5.00K | <0.1% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 40 | $5.00K | <0.1% | – | – | History |
| FFIVF5, Inc. | Stock | 23 | $5.00K | <0.1% | – | – | History |
| CAGConagra Brands Inc. | Stock | 132 | $5.00K | <0.1% | – | – | History |
| FISVFiserv Inc | Stock | 46 | $5.00K | <0.1% | – | – | History |
| SNPSSynopsys Inc | COM | 20 | $5.00K | <0.1% | – | – | History |
| PCARPaccar Inc | COM | 52 | $5.00K | <0.1% | – | – | History |
| TDGTransDigm Group INC | COM | 8 | $5.00K | <0.1% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 310 | $5.00K | <0.1% | – | – | History |
| ESSEssex Property Trust, Inc. | COM | 19 | $5.00K | <0.1% | – | – | History |
| WTWWillis Towers Watson PLC | SHS | 20 | $5.00K | <0.1% | – | – | History |
| RSGRepublic Services, Inc. | COM | 47 | $5.00K | <0.1% | – | – | History |
| HSTHost Hotels & Resorts, Inc. | COM | 282 | $5.00K | <0.1% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 10 | $5.00K | <0.1% | – | – | History |
| SEDGSolaredge Technologies, Inc. | COM | 19 | $5.00K | <0.1% | – | – | History |
| HFCHollyFrontier Corp | COM | 132 | $5.00K | <0.1% | – | – | History |
| JNPRJuniper Networks Inc | COM | 188 | $5.00K | <0.1% | – | – | History |
| SLBSLB Limited | Stock | 226 | $6.00K | <0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 69 | $6.00K | <0.1% | – | – | History |
| CICigna Group | Stock | 26 | $6.00K | <0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 73 | $6.00K | <0.1% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 60 | $6.00K | <0.1% | – | – | History |
| MASMasco Corp | COM | 108 | $6.00K | <0.1% | – | – | History |
| AZOAutoZone Inc | COM | 4 | $6.00K | <0.1% | – | – | History |
| VMRKVivmark Residential | SH BEN INT | 78 | $6.00K | <0.1% | – | – | History |
| RMDResmed Inc | COM | 33 | $6.00K | <0.1% | – | – | History |
| GLGlobe Life Inc. | COM | 66 | $6.00K | <0.1% | – | – | History |
| GLWCorning Inc | COM | 130 | $6.00K | <0.1% | – | – | History |
| BENFranklin Templeton Inc | COM | 210 | $6.00K | <0.1% | – | – | History |
| WSOWatsco Inc | COM | 23 | $6.00K | <0.1% | – | – | History |
| BFHBread Financial Holdings, Inc. | COM | 53 | $6.00K | <0.1% | – | – | History |
| EAElectronic Arts Inc. | COM | 41 | $6.00K | <0.1% | – | – | History |
| AAPAdvance Auto Parts Inc | COM | 30 | $6.00K | <0.1% | – | – | History |
| OKEONEOK Inc | COM | 111 | $6.00K | <0.1% | – | – | History |
| AOSSmith A O Corp | COM | 92 | $6.00K | <0.1% | – | – | History |
| LBRDKLiberty Broadband Corp | COM SER C | 39 | $6.00K | <0.1% | – | – | History |
| CPAYCorpay, Inc. | COM | 21 | $6.00K | <0.1% | – | – | History |
| VG Acquisition CorpG9446E105 | SHS CL A | 600 | $6.00K | <0.1% | – | – | – |
| ULTAUlta Beauty, Inc. | Stock | 23 | $7.00K | <0.1% | – | – | History |
| KMBKimberly Clark Corp | Stock | 48 | $7.00K | <0.1% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 20 | $7.00K | <0.1% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 50 | $7.00K | <0.1% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 35 | $7.00K | <0.1% | – | – | History |
| FASTFastenal Co | Stock | 130 | $7.00K | <0.1% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 38 | $7.00K | <0.1% | – | – | History |
| DCIDonaldson Co Inc | Stock | 124 | $7.00K | <0.1% | – | – | History |
| PHParker-Hannifin Corp | Stock | 23 | $7.00K | <0.1% | – | – | History |
| DVNDevon Energy Corp | Stock | 330 | $7.00K | <0.1% | – | – | History |
| KLACKLA Corp | COM NEW | 20 | $7.00K | <0.1% | – | – | History |
| BIIBBiogen Inc. | COM | 26 | $7.00K | <0.1% | – | – | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 88 | $7.00K | <0.1% | – | – | History |
| DVADavita Inc. | COM | 65 | $7.00K | <0.1% | – | – | History |
| SUISun Communities Inc | COM | 44 | $7.00K | <0.1% | – | – | History |
| DHIHorton D R Inc | COM | 76 | $7.00K | <0.1% | – | – | History |
| PSMTPricesmart Inc | COM | 73 | $7.00K | <0.1% | – | – | History |
| ZIONZions Bancorporation, National Association | COM | 119 | $7.00K | <0.1% | – | – | History |
| APAMArtisan Partners Asset Management Inc. | CL A | 131 | $7.00K | <0.1% | – | – | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 153 | $7.00K | <0.1% | – | – | History |
| ALGSAligos Therapeutics, Inc. | COM | 317 | $7.00K | <0.1% | – | – | History |
| APOApollo Global Management, Inc. | COM CL A | 142 | $7.00K | <0.1% | – | – | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 257 | $7.00K | <0.1% | – | – | History |
| PRAXPraxis Precision Medicines, Inc. | COM | 221 | $7.00K | <0.1% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 160 | $8.00K | <0.1% | – | – | History |
| CORCencora, Inc. | Stock | 70 | $8.00K | <0.1% | – | – | History |
| NEMNEWMONT Corp | Stock | 136 | $8.00K | <0.1% | – | – | History |
| BBYBest Buy Co Inc | Stock | 66 | $8.00K | <0.1% | – | – | History |
| ADIAnalog Devices Inc | Stock | 53 | $8.00K | <0.1% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 50 | $8.00K | <0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 126 | $8.00K | <0.1% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 45 | $8.00K | <0.1% | – | – | History |
| SRESempra | Stock | 57 | $8.00K | <0.1% | – | – | History |
| FUBOFuboTV Inc. | COM | 360 | $8.00K | <0.1% | – | – | History |
| BKRBaker Hughes Co | CL A | 375 | $8.00K | <0.1% | – | – | History |
| CPACopa Holdings, S.A. | CL A | 100 | $8.00K | <0.1% | – | – | History |
| RLIRli Corp | COM | 70 | $8.00K | <0.1% | – | – | History |
| SHCSotera Health Co | COM | 320 | $8.00K | <0.1% | – | – | History |
| OPENOpendoor Technologies Inc. | COM | 360 | $8.00K | <0.1% | – | – | History |
| RBCRBC Bearings INC | COM | 42 | $8.00K | <0.1% | – | – | History |
| AMEAmetek Inc | COM | 59 | $8.00K | <0.1% | – | – | History |
| MTDMettler Toledo International Inc | COM | 7 | $8.00K | <0.1% | – | – | History |
| MTBM&T Bank Corp | COM | 55 | $8.00K | <0.1% | – | – | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 73 | $8.00K | <0.1% | – | – | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 265 | $8.00K | <0.1% | – | – | History |
| CRDFCardiff Oncology, Inc. | COM | 810 | $8.00K | <0.1% | – | – | History |
| KODKodiak Sciences Inc. | COM | 67 | $8.00K | <0.1% | – | – | History |
| FOLDAmicus Therapeutics, Inc. | COM | 788 | $8.00K | <0.1% | – | – | History |
| EPIXESSA Pharma Inc. | COM NEW | 268 | $8.00K | <0.1% | – | – | History |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 75 | $8.00K | <0.1% | – | – | History |