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 |
|---|---|---|---|---|---|---|---|
| IQVIQVIA Holdings Inc. | Stock | 252 | $49.0K | <0.1% | – | – | History |
| FDXFedEx Corp | Stock | 170 | $48.0K | <0.1% | – | – | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 756 | $48.0K | <0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 100 | $48.0K | <0.1% | – | – | History |
| Global X FDS37954Y285 | TELMDC&DIG ETF | 2,510 | $48.0K | <0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 224 | $47.0K | <0.1% | – | – | History |
| ILMNIllumina, Inc. | COM | 122 | $47.0K | <0.1% | – | – | History |
| SNYSanofi | SPONSORED ADR | 928 | $46.0K | <0.1% | – | – | History |
| Global X FDS37954Y723 | EDUCATION ETF | 2,710 | $45.0K | <0.1% | – | – | – |
| CNCCentene Corp | Stock | 683 | $44.0K | <0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 274 | $43.0K | <0.1% | – | – | History |
| PFGPrincipal Financial Group Inc | COM | 711 | $43.0K | <0.1% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 370 | $42.0K | <0.1% | – | – | History |
| FIRYFiry Inc. | COM | 2,200 | $42.0K | <0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 187 | $41.0K | <0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 180 | $40.0K | <0.1% | – | – | History |
| TDToronto Dominion Bank | Stock | 610 | $40.0K | <0.1% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 126 | $40.0K | <0.1% | – | – | History |
| TGSGas Transporter of the South Inc | SPONSORED ADS B | 8,200 | $40.0K | <0.1% | – | – | History |
| iShares Tr464288430 | ASIA 50 ETF | 430 | $40.0K | <0.1% | – | – | – |
| NBIXNeurocrine Biosciences Inc | Stock | 404 | $39.0K | <0.1% | – | – | History |
| KOCoca Cola Co | Stock | 723 | $38.0K | <0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 452 | $38.0K | <0.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 104 | $37.0K | <0.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 50 | $37.0K | <0.1% | – | – | History |
| CGCarlyle Group Inc. | COM | 1,005 | $37.0K | <0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 168 | $36.0K | <0.1% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 76 | $36.0K | <0.1% | – | – | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 785 | $36.0K | <0.1% | – | – | – |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 4,785 | $36.0K | <0.1% | – | – | History |
| JOFJapan Smaller Capitalization Fund Inc | COM | 3,900 | $36.0K | <0.1% | – | – | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 870 | $34.0K | <0.1% | – | – | History |
| FSLYFastly, Inc. | CL A | 500 | $34.0K | <0.1% | – | – | History |
| GTEGran Tierra Energy Inc. | COM | 47,125 | $33.0K | <0.1% | – | – | History |
| INTCIntel Corp | Stock | 500 | $32.0K | <0.1% | – | – | History |
| CLXClorox Co | Stock | 164 | $32.0K | <0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 63 | $32.0K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 306 | $32.0K | <0.1% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 264 | $32.0K | <0.1% | – | – | History |
| AONAon plc | CL A | 138 | $32.0K | <0.1% | – | – | History |
| GEGeneral Electric Co | COM | 2,414 | $32.0K | <0.1% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 106 | $31.0K | <0.1% | – | – | History |
| LINLinde PLC | SHS | 111 | $31.0K | <0.1% | – | – | History |
| PGRProgressive Corp | Stock | 312 | $30.0K | <0.1% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 160 | $30.0K | <0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 170 | $30.0K | <0.1% | – | – | History |
| DXCMDexcom Inc | COM | 83 | $30.0K | <0.1% | – | – | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 329 | $30.0K | <0.1% | – | – | History |
| SYKStryker Corp | Stock | 121 | $29.0K | <0.1% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 448 | $29.0K | <0.1% | – | – | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 400 | $29.0K | <0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 505 | $29.0K | <0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 100 | $28.0K | <0.1% | – | – | History |
| SRPTSarepta Therapeutics, Inc. | COM | 382 | $28.0K | <0.1% | – | – | History |
| TFXTeleflex Inc | COM | 68 | $28.0K | <0.1% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 400 | $27.0K | <0.1% | – | – | History |
| ORCLOracle Corp | Stock | 388 | $27.0K | <0.1% | – | – | History |
| RTXRTX Corp | Stock | 348 | $27.0K | <0.1% | – | – | History |
| ICLRIcon PLC | COM | 137 | $27.0K | <0.1% | – | – | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 211 | $27.0K | <0.1% | – | – | History |
| Churchill Capital Corp IV171439102 | CL A | 1,150 | $27.0K | <0.1% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 80 | $26.0K | <0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 396 | $26.0K | <0.1% | – | – | History |
| TTTrane Technologies plc | SHS | 156 | $26.0K | <0.1% | – | – | History |
| COOCooper Companies, Inc. | COM NEW | 67 | $26.0K | <0.1% | – | – | History |
| XRAYDentsply Sirona Inc. | Stock | 394 | $25.0K | <0.1% | – | – | History |
| BAXBaxter International Inc | Stock | 283 | $24.0K | <0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 203 | $24.0K | <0.1% | – | – | History |
| NVONovo Nordisk A S | ADR | 352 | $24.0K | <0.1% | – | – | History |
| INSMINSMED Inc | COM PAR $.01 | 705 | $24.0K | <0.1% | – | – | History |
| AMTBAmerant Bancorp Inc. | CL A | 1,319 | $24.0K | <0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 133 | $23.0K | <0.1% | – | – | History |
| SLViShares Silver Trust | ETF | 1,000 | $23.0K | <0.1% | – | – | History |
| ITGartner Inc | COM | 125 | $23.0K | <0.1% | – | – | History |
| BLKBlackRock, Inc. | COM | 31 | $23.0K | <0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 91 | $22.0K | <0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 87 | $22.0K | <0.1% | – | – | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 132 | $22.0K | <0.1% | – | – | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 293 | $22.0K | <0.1% | – | – | History |
| TDYTeledyne Technologies Inc | COM | 53 | $22.0K | <0.1% | – | – | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 4,282 | $22.0K | <0.1% | – | – | History |
| XPEVXpeng Inc. | ADS | 600 | $22.0K | <0.1% | – | – | History |
| DAYDayforce, Inc. | COM | 263 | $22.0K | <0.1% | – | – | History |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 1,000 | $22.0K | <0.1% | – | – | – |
| TELFYTelefonica S A | SPONSORED ADR | 4,777 | $22.0K | <0.1% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 300 | $21.0K | <0.1% | – | – | – |
| ALLYAlly Financial Inc. | Stock | 471 | $21.0K | <0.1% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 130 | $21.0K | <0.1% | – | – | History |
| GMEDGlobus Medical Inc | Stock | 334 | $21.0K | <0.1% | – | – | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 110 | $21.0K | <0.1% | – | – | – |
| Natura &CO Hldg S A63884N108 | ADS | 1,260 | $21.0K | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 344 | $20.0K | <0.1% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 128 | $20.0K | <0.1% | – | – | History |
| CCitigroup Inc | Stock | 273 | $20.0K | <0.1% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 71 | $20.0K | <0.1% | – | – | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 4,000 | $20.0K | <0.1% | – | – | History |
| iShares Tr46434V639 | CUR HD EURZN ETF | 589 | $20.0K | <0.1% | – | – | – |
| CTLTCatalent, Inc. | COM | 193 | $20.0K | <0.1% | – | – | History |
| OXYOccidental Petroleum Corp | Stock | 717 | $19.0K | <0.1% | – | – | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 1,057 | $19.0K | <0.1% | – | – | History |