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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
XLPSelect Sector Spdr Tr
Recent Activity
Increased 2.17%
1.76%
$10.495M
133,517 shares@ $78.61 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
VDEVanguard World Fd
Recent Activity
Increased 89.48%
1.15%
$6.856M
56,520 shares@ $121.31 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 209.27%
0.93%
$5.523M
202,155 shares@ $27.32 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 40.02%
0.88%
$5.217M
68,982 shares@ $75.64 avg price