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Luciana Roditi

@Evolution Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$597.808MTotal holdings143
Assets growth rate7.43%Assets growth rate (2-Q avg)7.93%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Evolution Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 143 positions.

Assets under management

The assets under management (AUM) of Evolution Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 597.808M in assets, with a quarterly growth rate of 7.43% and a 2-quarter average growth rate of 7.93%. The portfolio is managed by Luciana Roditi, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.31%
$1.824M
32,350 shares@ $56.38 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
0.28%
$1.655M
26,660 shares@ $62.1 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
New Position
0.23%
$1.365M
15,280 shares@ $89.33 avg price
ETHEGrayscale Ethereum Trust Etf
Recent Activity
New Position
0.14%
$835,276
29,810 shares@ $28.02 avg price
FLMXFranklin Templeton Etf Tr
Recent Activity
New Position
0.11%
$605,640
26,330 shares@ $23.01 avg price
PWBInvesco Exchange Traded Fd T
Recent Activity
New Position
0.09%
$508,690
5,000 shares@ $101.74 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
New Position
0.07%
$384,467
675 shares@ $569.59 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
0.07%
$366,457
8,321 shares@ $44.05 avg price
IMCBIshares Tr
Recent Activity
New Position
0.06%
$304,600
4,000 shares@ $76.15 avg price
PMPhilip Morris Intl Inc
Recent Activity
New Position
0.05%
$275,437
2,289 shares@ $120.34 avg price