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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
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
XLPSelect Sector Spdr Tr
Recent Activity
Increased 2.17%
1.76%
$10.495M
133,517 shares@ $78.61 avg price
VBVanguard Index Fds
Recent Activity
Decreased -3.41%
1.66%
$9.867M
41,063 shares@ $240.29 avg price
IWMIshares Tr
Recent Activity
Increased 39.71%
1.59%
$9.454M
42,785 shares@ $220.96 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 44.75%
1.57%
$9.378M
176,780 shares@ $53.06 avg price
AAPLApple Inc
Recent Activity
Increased 12.86%
1.48%
$8.791M
35,089 shares@ $250.53 avg price
COMTIshares U S Etf Tr
Recent Activity
Increased 43.91%
1.43%
$8.501M
335,884 shares@ $25.31 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 27.17%
1.41%
$8.383M
97,886 shares@ $85.64 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.24%
1.23%
$7.303M
16,112 shares@ $453.26 avg price