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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
EWWIshares Inc
Recent Activity
Exited
0%
$5.107M
95,088 shares@ $53.72 avg price
VBRVanguard Index Fds
Recent Activity
Exited
0%
$1.2M
5,975 shares@ $200.79 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$565,906
7,528 shares@ $75.18 avg price
PINInvesco India Exchange-trade
Recent Activity
Exited
0%
$410,654
13,372 shares@ $30.71 avg price
PHMPulte Group Inc
Recent Activity
Exited
0%
$393,628
2,743 shares@ $143.51 avg price
MRKMerck & Co Inc
Recent Activity
Exited
0%
$211,723
1,864 shares@ $113.59 avg price
BONDPimco Etf Tr
Recent Activity
Exited
0%
$205,966
2,177 shares@ $94.62 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$202,576
3,437 shares@ $58.94 avg price
XLISelect Sector Spdr Tr
Recent Activity
Exited
0%
$200,587
1,481 shares@ $135.45 avg price
DNMRDanimer Scientific Inc
Recent Activity
Exited
0%
$18,160
40,000 shares@ $0.46 avg price