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 |
|---|---|---|---|---|---|---|---|
| GSGoldman Sachs Group Inc | Stock | 688 | $225.0K | 0.1% | – | – | History |
| ADSKAutodesk, Inc. | COM | 797 | $221.0K | <0.1% | – | – | History |
| TWLOTwilio Inc | CL A | 647 | $220.0K | <0.1% | – | – | History |
| TERTeradyne, Inc | Stock | 1,776 | $216.0K | <0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 867 | $211.0K | <0.1% | – | – | History |
| WDAYWorkday, Inc. | CL A | 849 | $211.0K | <0.1% | – | – | History |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 6,525 | $209.0K | <0.1% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 3,265 | $206.0K | <0.1% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 2,160 | $206.0K | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 524 | $195.0K | <0.1% | – | – | History |
| SABRSabre Corp | COM | 12,835 | $190.0K | <0.1% | – | – | History |
| iShares Inc464286400 | MSCI BRAZIL ETF | 5,500 | $184.0K | <0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,295 | $177.0K | <0.1% | – | – | History |
| LYFTLyft, Inc. | CL A COM | 2,710 | $171.0K | <0.1% | – | – | History |
| Swedish Expt CR Corp870297603 | ROG AGRI ETN22 | 24,420 | $170.0K | <0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 1,232 | $164.0K | <0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 712 | $160.0K | <0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,189 | $158.0K | <0.1% | – | – | History |
| GMGeneral Motors Co | COM | 2,697 | $155.0K | <0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 929 | $153.0K | <0.1% | – | – | History |
| AVLRAvalara, Inc. | COM | 1,150 | $153.0K | <0.1% | – | – | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 5,763 | $153.0K | <0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 461 | $152.0K | <0.1% | – | – | History |
| MAMastercard Inc | Stock | 407 | $145.0K | <0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,341 | $145.0K | <0.1% | – | – | History |
| AYXAlteryx, Inc. | COM CL A | 1,752 | $145.0K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 3,700 | $143.0K | <0.1% | – | – | History |
| RNGRingCentral, Inc. | CL A | 476 | $142.0K | <0.1% | – | – | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,287 | $141.0K | <0.1% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 217 | $141.0K | <0.1% | – | – | History |
| UBERUber Technologies, Inc | Stock | 2,576 | $140.0K | <0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 453 | $138.0K | <0.1% | – | – | History |
| PLANAnaplan, Inc. | COM | 2,534 | $136.0K | <0.1% | – | – | History |
| LOMALoma Negra Compania Industrial Argentina Sociedad Anonima | SPONSORED ADS | 21,518 | $136.0K | <0.1% | – | – | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 740 | $132.0K | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 282 | $131.0K | <0.1% | – | – | History |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 1,753 | $128.0K | <0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 672 | $126.0K | <0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 1,051 | $126.0K | <0.1% | – | – | History |
| MKTXMarketaxess Holdings Inc | COM | 246 | $122.0K | <0.1% | – | – | History |
| ACNAccenture plc | Stock | 437 | $121.0K | <0.1% | – | – | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 3,000 | $117.0K | <0.1% | – | – | History |
| MDTMedtronic plc | Stock | 983 | $116.0K | <0.1% | – | – | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 1,665 | $114.0K | <0.1% | – | – | – |
| PTONPeloton Interactive, Inc. | CL A COM | 1,000 | $112.0K | <0.1% | – | – | History |
| FLYYSpirit Aviation Holdings, Inc. | COM | 3,000 | $111.0K | <0.1% | – | – | History |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 1,205 | $108.0K | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 1,700 | $107.0K | <0.1% | – | – | – |
| DCTDuck Creek Technologies, Inc. | SHS | 2,304 | $104.0K | <0.1% | – | – | History |
| CGCCanopy Growth Corp | COM | 3,000 | $96.0K | <0.1% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 67 | $95.0K | <0.1% | – | – | History |
| MSMorgan Stanley | Stock | 1,215 | $94.0K | <0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 1,491 | $94.0K | <0.1% | – | – | History |
| SANBanco Santander, S.A. | ADR | 26,972 | $93.0K | <0.1% | – | – | History |
| DKNGDraftKings Inc. | COM CL A | 1,500 | $92.0K | <0.1% | – | – | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 10,733 | $91.0K | <0.1% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,745 | $87.0K | <0.1% | – | – | History |
| CHGGChegg, Inc | COM | 1,000 | $86.0K | <0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 1,115 | $84.0K | <0.1% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,567 | $82.0K | <0.1% | – | – | – |
| FOURShift4 Payments, Inc. | CL A | 1,004 | $82.0K | <0.1% | – | – | History |
| WORKSlack Technologies, Inc. | COM CL A | 2,000 | $81.0K | <0.1% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 635 | $80.0K | <0.1% | – | – | – |
| VODVodafone Group Public Ltd Co | ADR | 4,300 | $79.0K | <0.1% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 340 | $78.0K | <0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 171 | $78.0K | <0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 414 | $78.0K | <0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 161 | $77.0K | <0.1% | – | – | History |
| MMM3M Co | Stock | 399 | $77.0K | <0.1% | – | – | History |
| PFEPfizer Inc | Stock | 2,081 | $75.0K | <0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 540 | $73.0K | <0.1% | – | – | History |
| CCICrown Castle Inc. | REIT | 427 | $73.0K | <0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 1,332 | $72.0K | <0.1% | – | – | History |
| ALGNAlign Technology Inc | COM | 131 | $71.0K | <0.1% | – | – | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 2,500 | $69.0K | <0.1% | – | – | History |
| DBX ETF Tr233051507 | XTRACK MSCI JAPN | 1,390 | $69.0K | <0.1% | – | – | – |
| HUMHumana Inc | Stock | 158 | $66.0K | <0.1% | – | – | History |
| DHRDanaher Corp | Stock | 286 | $64.0K | <0.1% | – | – | History |
| NVSNovartis AG | ADR | 739 | $63.0K | <0.1% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 274 | $59.0K | <0.1% | – | – | History |
| VALEVale S.A. | SPONSORED ADS | 3,409 | $59.0K | <0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 1,044 | $58.0K | <0.1% | – | – | History |
| SHWSherwin Williams Co | COM | 78 | $58.0K | <0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 404 | $57.0K | <0.1% | – | – | History |
| CLColgate Palmolive Co | Stock | 708 | $56.0K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 1,135 | $56.0K | <0.1% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 370 | $56.0K | <0.1% | – | – | – |
| HGVHilton Grand Vacations Inc. | COM | 1,500 | $56.0K | <0.1% | – | – | History |
| LULUlululemon athletica inc. | Stock | 180 | $55.0K | <0.1% | – | – | History |
| XYZBlock, Inc. | CL A | 244 | $55.0K | <0.1% | – | – | History |
| BSXBoston Scientific Corp | Stock | 1,405 | $54.0K | <0.1% | – | – | History |
| iShares Tr464288851 | US OIL GS EX ETF | 1,115 | $54.0K | <0.1% | – | – | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 960 | $54.0K | <0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 908 | $53.0K | <0.1% | – | – | History |
| MARMarriott International Inc | Stock | 342 | $51.0K | <0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 383 | $51.0K | <0.1% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 190 | $51.0K | <0.1% | – | – | History |
| BXBlackstone Inc. | COM | 679 | $51.0K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 237 | $51.0K | <0.1% | – | – | History |
| MWAMueller Water Products, Inc. | COM SER A | 3,600 | $50.0K | <0.1% | – | – | History |