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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.42%
24.33%
$145.421M
248,112 shares@ $586.11 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 21.75%
10.07%
$60.144M
258,646 shares@ $232.54 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 20.55%
4.92%
$29.399M
608,289 shares@ $48.33 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.17%
3.72%
$22.229M
101,306 shares@ $219.43 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 7.43%
3.05%
$18.174M
35,548 shares@ $511.27 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.55%
1.88%
$11.192M
58,758 shares@ $190.48 avg price
VRPInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 1.84%
1.87%
$11.142M
460,612 shares@ $24.2 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 0.59%
1.84%
$10.967M
79,725 shares@ $137.57 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 2.18%
1.78%
$10.621M
109,711 shares@ $96.82 avg price
VOOVanguard Index Fds
Recent Activity
Increased 3.27%
1.77%
$10.557M
19,592 shares@ $538.83 avg price