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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.

Institution overview
Positions
640
No 13F data for Q4 2020
Portfolio value
$448.0M
No 13F data for Q4 2020
Filed
Apr 20, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Evolution Wealth Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPGIS&P Global Inc.Stock53$19.0K<0.1%––History
EQIXEquinix IncCOM28$19.0K<0.1%––History
ELANElanco Animal Health IncCOM652$19.0K<0.1%––History
EXPDExpeditors International of Washington IncCOM176$19.0K<0.1%––History
XLRNAcceleron Pharma IncCOM141$19.0K<0.1%––History
CMAComerica IncCOM267$19.0K<0.1%––History
DDDuPont de Nemours, Inc.COM242$19.0K<0.1%––History
GS Acquisition Hldgs Corp II36258Q105COM CL A1,800$19.0K<0.1%–––
CATCaterpillar IncStock78$18.0K<0.1%––History
SAPSAP SEADR146$18.0K<0.1%––History
RPRXRoyalty Pharma plcSHS CLASS A415$18.0K<0.1%––History
SYFSynchrony FinancialCOM433$18.0K<0.1%––History
TNLTravel & Leisure Co.COM293$18.0K<0.1%––History
GAPGap IncCOM594$18.0K<0.1%––History
STESTERIS plcSHS USD96$18.0K<0.1%––History
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -3,546$18.0K<0.1%––History
ICUIIcu Medical IncCOM86$18.0K<0.1%––History
First Rep BK San Francisco C33616C100COM107$18.0K<0.1%–––
KSUKansas City SouthernCOM NEW68$18.0K<0.1%––History
SOSouthern CoStock266$17.0K<0.1%––History
CSCOCisco Systems, Inc.Stock333$17.0K<0.1%––History
U.S. Global Jets ETF26922A842ETF625$17.0K<0.1%–––
SPDR Series Trust78468R556SP O&G EXPL PRO208$17.0K<0.1%–––
CHTRCharter Communications, Inc.CL A28$17.0K<0.1%––History
PDDPDD Holdings Inc.SPONSORED ADS125$17.0K<0.1%––History
WMBWilliams Companies, Inc.COM722$17.0K<0.1%––History
ATHMAutohome Inc.SP ADS RP CL A184$17.0K<0.1%––History
ICEIntercontinental Exchange, Inc.Stock145$16.0K<0.1%––History
LMTLockheed Martin CorpStock42$16.0K<0.1%––History
TGTTarget CorpStock80$16.0K<0.1%––History
EMEEMCOR Group, Inc.Stock141$16.0K<0.1%––History
SPRSpirit AeroSystems Holdings, Inc.COM CL A320$16.0K<0.1%––History
ODFLOld Dominion Freight Line, Inc.COM68$16.0K<0.1%––History
FHBFirst Hawaiian, Inc.COM580$16.0K<0.1%––History
IAUiShares Gold TrustISHARES1,000$16.0K<0.1%––History
EDUNew Oriental Education & Technology Group Inc.SPON ADR1,150$16.0K<0.1%––History
WMWaste Management IncStock115$15.0K<0.1%––History
PRIPrimerica, Inc.Stock101$15.0K<0.1%––History
KNSLKinsale Capital Group, Inc.Stock93$15.0K<0.1%––History
ACADAcadia Pharmaceuticals IncCOM578$15.0K<0.1%––History
iShares Inc464286749MSCI SWITZERLAND335$15.0K<0.1%–––
RLRalph Lauren CorpCL A123$15.0K<0.1%––History
FCNFti Consulting, IncCOM110$15.0K<0.1%––History
CFGCitizens Financial Group IncCOM349$15.0K<0.1%––History
DGXQuest Diagnostics IncCOM113$15.0K<0.1%––History
BLNKBlink Charging Co.COM375$15.0K<0.1%––History
AKROAkero Therapeutics, Inc.COM533$15.0K<0.1%––History
ALXNAlexion Pharmaceuticals, Inc.COM101$15.0K<0.1%––History
GBTGlobal Blood Therapeutics, Inc.COM366$15.0K<0.1%––History
MRTXMirati Therapeutics, Inc.COM86$15.0K<0.1%––History
PRUPrudential Financial IncStock158$14.0K<0.1%––History
PLDPrologis, Inc.REIT130$14.0K<0.1%––History
CVSCVS Health CorpStock184$14.0K<0.1%––History
MSCIMSCI Inc.Stock33$14.0K<0.1%––History
DUKDuke Energy CORPStock143$14.0K<0.1%––History
Vanguard Financials ETF92204A405ETF165$14.0K<0.1%–––
MOAltria Group, Inc.Stock266$14.0K<0.1%––History
INTUIntuit Inc.Stock37$14.0K<0.1%––History
MCOMoodys CorpStock47$14.0K<0.1%––History
GGGGraco IncCOM192$14.0K<0.1%––History
NTRANatera, Inc.COM135$14.0K<0.1%––History
BBDBank BradescoSP ADR PFD NEW3,000$14.0K<0.1%––History
TVTXTravere Therapeutics, Inc.COM580$14.0K<0.1%––History
DDD3D Systems CorpCOM NEW500$14.0K<0.1%––History
SAGESage Therapeutics, Inc.COM182$14.0K<0.1%––History
ETNEaton Corp plcStock92$13.0K<0.1%––History
LOWLowes Companies IncStock67$13.0K<0.1%––History
TTCToro CoCOM128$13.0K<0.1%––History
TCOMTrip.com Group LtdADS337$13.0K<0.1%––History
PTCTPTC Therapeutics, Inc.COM283$13.0K<0.1%––History
iShares Tr46435G334MSCI UK ETF NEW426$13.0K<0.1%–––
BBIOBridgeBio Pharma, Inc.COM203$13.0K<0.1%––History
PAGSPagSeguro Digital Ltd.COM CL A280$13.0K<0.1%––History
COLLCollegium Pharmaceutical, IncCOM532$13.0K<0.1%––History
NEONeogenomics IncCOM NEW264$13.0K<0.1%––History
ALXOAlx Oncology Holdings IncCOM178$13.0K<0.1%––History
HCATHealth Catalyst, Inc.COM280$13.0K<0.1%––History
AZPNASPENTECH CorpCOM93$13.0K<0.1%––History
SIVBSVB Financial GroupCOM27$13.0K<0.1%––History
ADPAutomatic Data Processing IncStock62$12.0K<0.1%––History
SYYSysco CorpStock149$12.0K<0.1%––History
WFCWells Fargo & CompanyStock308$12.0K<0.1%––History
MANHManhattan Associates IncStock98$12.0K<0.1%––History
AIGAmerican International Group, Inc.Stock250$12.0K<0.1%––History
VMCVulcan Materials COCOM71$12.0K<0.1%––History
FDMT4D Molecular Therapeutics, Inc.COM286$12.0K<0.1%––History
SLQTSelectQuote, Inc.COM397$12.0K<0.1%––History
ACBAurora Cannabis IncCOM1,300$12.0K<0.1%––History
MROMarathon Oil CorpCOM1,094$12.0K<0.1%––History
PAMPampa Energy Inc.SPONS ADR LVL I840$12.0K<0.1%––History
ULUnilever PLCSPON ADR NEW206$12.0K<0.1%––History
Paramount Global92556H206CL B258$12.0K<0.1%–––
PPGPPG Industries IncStock74$11.0K<0.1%––History
BDXBecton Dickinson & CoStock44$11.0K<0.1%––History
ALLAllstate CorpStock92$11.0K<0.1%––History
DGDollar General CorpCOM56$11.0K<0.1%––History
GOLFAcushnet Holdings Corp.COM269$11.0K<0.1%––History
RGENRepligen CorpCOM59$11.0K<0.1%––History
ADPTAdaptive Biotechnologies CorpCOM285$11.0K<0.1%––History
SSDSimpson Manufacturing Co., Inc.COM105$11.0K<0.1%––History