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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
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
AAXJIshares Tr
Recent Activity
Increased 8.82%
0.83%
$4.954M
68,632 shares@ $72.19 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 22.97%
0.81%
$4.825M
11,439 shares@ $421.8 avg price
PBDCPutnam Etf Trust
Recent Activity
Decreased -0.4%
0.78%
$4.656M
135,285 shares@ $34.42 avg price
VGTVanguard World Fd
Recent Activity
Increased 5.05%
0.76%
$4.506M
7,246 shares@ $621.81 avg price
LQDIshares Tr
Recent Activity
Decreased -4.02%
0.68%
$4.041M
37,829 shares@ $106.84 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.18%
0.63%
$3.731M
21,294 shares@ $175.22 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 15.83%
0.61%
$3.634M
63,168 shares@ $57.53 avg price