Top 50 Evolution Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 24.32% | 940.4K | $238.7M | +0.22%(+2.06K) | $257.25(+19.97%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 17.98% | 271.3K | $176.5M | +2.59%(+6.86K) | $453.98(+64.05%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 6.95% | 513.5K | $68.2M | +1.58%(+8.01K) | $61.04(+195.86%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 3.35% | 666.7K | $32.9M | +15.21%(+88.01K) | $38.31(+45.19%) | 2026-03-31 | |
| PAVE | GLOBAL X FDS | 3.14% | 606.0K | $30.8M | +0.39%(+2.34K) | $19.19(+197.86%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.08% | 70.3K | $30.2M | +14.61%(+8.96K) | $194.72(+94.19%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.66% | 45.2K | $26.1M | +0.78%(+349) | $356.19(+100.06%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 2.41% | 213.2K | $23.6M | +11.75%(+22.41K) | $89.76(+22.10%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.1% | 99.2K | $20.7M | +2.01%(+1.95K) | $127.73(+89.98%) | 2026-03-31 | |
| EZU | ISHARES INC | 1.9% | 298.3K | $18.7M | +2.77%(+8.04K) | $56.75(+21.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.50% | +62.23% |
| Top 20 Holdings Unweighted | +14.72% | +50.97% |
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