CIK 2010029
EVOLUTION WEALTH MANAGEMENT INC.
Institutional 13F holdings & portfolio
Holdings
747
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 651–700 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 72 | $1K–$15K | SH |
| VOD | VODAFONE GROUP PLC NEW | 126 | $1K–$15K | SH |
| ITB | ISHARES TR | 17 | $1K–$15K | SH |
| TFC | TRUIST FINL CORP | 33 | $1K–$15K | SH |
| VST | VISTRA CORP | 10 | $1K–$15K | SH |
| CTVA | CORTEVA INC | 24 | $1K–$15K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 109 | $1K–$15K | SH |
| VLTO | VERALTO CORP | 16 | $1K–$15K | SH |
| EOG | EOG RES INC | 15 | $1K–$15K | SH |
| PHG | KONINKLIJKE PHILIPS N V | 58 | $1K–$15K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 6 | $1K–$15K | SH |
| ICSH | ISHARES TR | 30 | $1K–$15K | SH |
| PALC | PACER FDS TR | 29 | $1K–$15K | SH |
| IWB | ISHARES TR | 4 | $1K–$15K | SH |
| WFC | WELLS FARGO CO NEW | 16 | $1K–$15K | SH |
| GJUN | FIRST TR EXCHNG TRADED FD VI | 37 | $1K–$15K | SH |
| PSCH | INVESCO EXCH TRADED FD TR II | 33 | $1K–$15K | SH |
| MLN | VANECK ETF TRUST | 82 | $1K–$15K | SH |
| XLY | SELECT SECTOR SPDR TR | 12 | $1K–$15K | SH |
| CI | THE CIGNA GROUP | 5 | $1K–$15K | SH |
| BDX | BECTON DICKINSON & CO | 7 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC | 25 | $1K–$15K | SH |
| SU | SUNCOR ENERGY INC NEW | 30 | $1K–$15K | SH |
| TLH | ISHARES TR | 13 | $1K–$15K | SH |
| DGX | QUEST DIAGNOSTICS INC | 7 | $1K–$15K | SH |
| FSK | FS KKR CAP CORP | 75 | $1K–$15K | SH |
| MP | MP MATERIALS CORP | 20 | $1K–$15K | SH |
| NEM | NEWMONT CORP | 10 | <$1K | SH |
| GDDY | GODADDY INC | 8 | <$1K | SH |
| IWM | ISHARES TR | 4 | <$1K | SH |
| GPC | GENUINE PARTS CO | 8 | <$1K | SH |
| GENC | GENCOR INDS INC | 75 | <$1K | SH |
| IBMQ | ISHARES TR | 38 | <$1K | SH |
| IBMP | ISHARES TR | 38 | <$1K | SH |
| SSSS | SURO CAPITAL CORP | 100 | <$1K | SH |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | 72 | <$1K | SH |
| SCHP | SCHWAB STRATEGIC TR | 34 | <$1K | SH |
| OGE | OGE ENERGY CORP | 21 | <$1K | SH |
| INGR | INGREDION INC | 8 | <$1K | SH |
| FREL | FIDELITY COVINGTON TRUST | 32 | <$1K | SH |
| PNC | PNC FINL SVCS GROUP INC | 4 | <$1K | SH |
| TSN | TYSON FOODS INC | 14 | <$1K | SH |
| MCK | MCKESSON CORP | 1 | <$1K | SH |
| MTB | M & T BK CORP | 4 | <$1K | SH |
| PPL | PPL CORP | 23 | <$1K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 30 | <$1K | SH |
| FCG | FIRST TR EXCHANGE-TRADED FD | 29 | <$1K | SH |
| EG | EVEREST GROUP LTD | 2 | <$1K | SH |
| WAB | WABTEC | 3 | <$1K | SH |
| HOG | HARLEY DAVIDSON INC | 30 | <$1K | SH |