Evolution Advisers, Inc.
- SEC CIK
- 0001906967
- Latest filing
- Jul 31, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 9, 2022. Long positions only.
- Positions
- 148
- No filing for Q3 2021
- Portfolio value
- $136.0M
- No filing for Q3 2021
Evolution Advisers, Inc. did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6 | $0 | 0.0% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 22 | $0 | 0.0% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 11 | $0 | 0.0% | – | – | – |
| KHCKraft Heinz Co | Stock | 20 | $0 | 0.0% | – | – | History |
| GRWGGrowGeneration Corp. | COM | 50 | $0 | 0.0% | – | – | History |
| SBUXStarbucks Corp | Stock | 11 | $1.00K | <0.1% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 14 | $1.00K | <0.1% | – | – | – |
| MDTMedtronic plc | Stock | 10 | $1.00K | <0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 2 | $1.00K | <0.1% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 34 | $1.00K | <0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 54 | $1.00K | <0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 34 | $1.00K | <0.1% | – | – | History |
| FASTFastenal Co | Stock | 16 | $1.00K | <0.1% | – | – | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 32 | $1.00K | <0.1% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 35 | $1.00K | <0.1% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 36 | $1.00K | <0.1% | – | – | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 19 | $1.00K | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 76 | $1.00K | <0.1% | – | – | – |
| SPLKSplunk Inc | COM | 10 | $1.00K | <0.1% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 22 | $2.00K | <0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 9 | $2.00K | <0.1% | – | – | History |
| METMetlife Inc | Stock | 40 | $2.00K | <0.1% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 135 | $2.00K | <0.1% | – | – | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 45 | $2.00K | <0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 71 | $2.00K | <0.1% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 62 | $2.00K | <0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 11 | $2.00K | <0.1% | – | – | History |
| iShares Tr464288588 | MBS ETF | 25 | $2.00K | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 125 | $2.00K | <0.1% | – | – | – |
| EQIXEquinix Inc | COM | 3 | $2.00K | <0.1% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 127 | $2.00K | <0.1% | – | – | – |
| CHNGChange Healthcare Inc. | COM | 100 | $2.00K | <0.1% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 136 | $2.00K | <0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 33 | $3.00K | <0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 27 | $3.00K | <0.1% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 28 | $3.00K | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 133 | $3.00K | <0.1% | – | – | – |
| SYFSynchrony Financial | COM | 69 | $3.00K | <0.1% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 149 | $3.00K | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 140 | $3.00K | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 141 | $3.00K | <0.1% | – | – | – |
| SIRISirius XM Holdings Inc. | COM | 600 | $3.00K | <0.1% | – | – | History |
| California Res Corp WTS Exp 10/27/2413057Q123 | Common Stock | 262 | $3.00K | <0.1% | – | – | – |
| OZVNOz Vision Inc. | Common Stock | 39 | $3.00K | <0.1% | – | – | History |
| CRCCalifornia Resources Corp | COM STOCK | 113 | $4.00K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 116 | $5.00K | <0.1% | – | – | History |
| KMXCarMax Inc | COM | 43 | $5.00K | <0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 78 | $7.00K | <0.1% | – | – | History |
| FYBRFrontier Communications Parent, Inc. | COM | 267 | $7.00K | <0.1% | – | – | History |
| KOCoca Cola Co | Stock | 143 | $8.00K | <0.1% | – | – | History |
| BAXBaxter International Inc | Stock | 100 | $8.00K | <0.1% | – | – | History |
| GEGeneral Electric Co | Stock | 95 | $8.00K | <0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 138 | $9.00K | <0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 40 | $9.00K | <0.1% | – | – | History |
| MKLMarkel Group Inc. | COM | 8 | $9.00K | <0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 130 | $11.0K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 100 | $11.0K | <0.1% | – | – | History |
| PFEPfizer Inc | Stock | 194 | $11.0K | <0.1% | – | – | History |
| EXRExtra Space Storage Inc. | COM | 50 | $11.0K | <0.1% | – | – | History |
| TAT&T Inc. | Stock | 523 | $12.0K | <0.1% | – | – | History |
| BXBlackstone Inc. | COM | 100 | $12.0K | <0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 100 | $13.0K | <0.1% | – | – | History |
| FFord Motor Co | Stock | 700 | $14.0K | <0.1% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 80 | $15.0K | <0.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5 | $16.0K | <0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 94 | $16.0K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 104 | $16.0K | <0.1% | – | – | History |
| IBNIcici Bank Ltd | ADR | 483 | $17.0K | <0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 352 | $18.0K | <0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 89 | $19.0K | <0.1% | – | – | History |
| CTASCintas Corp | Stock | 45 | $19.0K | <0.1% | – | – | History |
| MCKMcKesson Corp | Stock | 83 | $20.0K | <0.1% | – | – | History |
| BABoeing Co | Stock | 100 | $20.0K | <0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 75 | $20.0K | <0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 100 | $24.0K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 128 | $26.0K | <0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 51 | $28.0K | <0.1% | – | – | History |
| PSXPhillips 66 | Stock | 393 | $28.0K | <0.1% | – | – | History |
| IDCCInterDigital, Inc. | COM | 400 | $28.0K | <0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 173 | $29.0K | <0.1% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 759 | $29.0K | <0.1% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 300 | $30.0K | <0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 113 | $31.0K | <0.1% | – | – | – |
| DHRDanaher Corp | Stock | 100 | $32.0K | <0.1% | – | – | History |
| KNSLKinsale Capital Group, Inc. | Stock | 135 | $32.0K | <0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 527 | $33.0K | <0.1% | – | – | History |
| ORCLOracle Corp | Stock | 380 | $33.0K | <0.1% | – | – | History |
| PPLPPL Corp | COM | 1,089 | $33.0K | <0.1% | – | – | History |
| PAYXPaychex Inc | Stock | 284 | $38.0K | <0.1% | – | – | History |
| EXCExelon Corp | Stock | 683 | $39.0K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 456 | $43.0K | <0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 132 | $46.0K | <0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 196 | $47.0K | <0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 144 | $48.0K | <0.1% | – | – | History |
| CWCurtiss Wright Corp | Stock | 350 | $48.0K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 203 | $51.0K | <0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 331 | $52.0K | <0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 342 | $59.0K | <0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 1,116 | $65.0K | <0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 119 | $67.0K | <0.1% | – | – | History |