Evolution Advisers, Inc. Top Holdings and 13F Report (2025)

About Evolution Advisers, Inc.

Investment Activity

Evolution Advisers, Inc. has $190.00 thousand in total holdings as of December 31, 2024.
Evolution Advisers, Inc. owns shares of 161 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 8.13% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Evolution Advisers, Inc. has purchased 183 new stocks and bought additional shares in 34 stocks.
Evolution Advisers, Inc. sold shares of 24 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $28,623
Vanguard Growth ETF: $25,577
Vanguard Value ETF: $22,077
Vanguard Total International Bond ETF: $20,991
Vanguard Short-Term Bond ETF: $15,710

Largest New Holdings this Quarter

842587107 - Southern: $5 Holding
58933Y105 - Merck & Co., Inc.: $4 Holding
03027X100 - American Tower: $3 Holding
91913Y100 - Valero Energy: $3 Holding
14020Y102 - Capital Group Core Plus Income ETF: $1 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 5,761 shares (about $1.99K)
Vanguard Long-Term Bond ETF: 23,375 shares (about $1.63K)
Vanguard Mortgage-Backed Securities ETF: 30,694 shares (about $1.41K)
Vanguard Value ETF: 7,543 shares (about $1.26K)
NuShares ESG International Developed Markets Equity ETF: 38,866 shares (about $1.24K)

Largest Sales this Quarter

Vanguard Total Bond Market ETF: 36,600 shares (about $1.83K)
Vanguard S&P 500 ETF: 2,594 shares (about $1.33K)
Vanguard Tax-Exempt Bond ETF: 4,212 shares (about $208.77)
Schwab US Broad Market ETF: 4,171 shares (about $88.88)
Vanguard Total World Stock ETF: 250 shares (about $28.96)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$28,623	$1,136 ▲	4.1%	568,591	15.1%	ETF
VUG Vanguard Growth ETF	$25,577	$1,989 ▲	8.4%	74,097	13.5%	ETF
VTV Vanguard Value ETF	$22,077	$1,257 ▲	6.0%	132,524	11.6%	ETF
BNDX Vanguard Total International Bond ETF	$20,991	$613 ▲	3.0%	432,160	11.0%	ETF
BSV Vanguard Short-Term Bond ETF	$15,710	$851 ▲	5.7%	202,818	8.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$11,265	$587 ▲	5.5%	250,907	5.9%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$9,119	$1,413 ▲	18.3%	198,088	4.8%	ETF
BLV Vanguard Long-Term Bond ETF	$8,347	$1,630 ▲	24.3%	119,668	4.4%	ETF
VB Vanguard Small-Cap ETF	$6,398	$703 ▲	12.3%	30,085	3.4%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$6,337	$703 ▲	12.5%	83,898	3.3%	ETF
NUDM NuShares ESG International Developed Markets Equity ETF	$5,798	$1,238 ▲	27.1%	182,051	3.1%	ETF
NUBD Nuveen ESG U.S. Aggregate Bond ETF	$2,574	$995 ▲	63.0%	116,036	1.4%	ETF
NULG Nuveen ESG Large-Cap Growth ETF	$2,500	$18 ▼	-0.7%	31,940	1.3%	ETF
NULV Nuveen ESG Large-Cap Value ETF	$2,482	$201 ▲	8.8%	61,312	1.3%	ETF
NUEM Nuveen ESG Emerging Markets Equity ETF	$1,775	$389 ▲	28.1%	60,705	0.9%	ETF
PWV Invesco Large Cap Value ETF	$1,446		0.0%	24,300	0.8%	ETF
VOO Vanguard S&P 500 ETF	$1,303	$1,332 ▼	-50.6%	2,537	0.7%	ETF
SCHX Schwab US Large-Cap ETF	$1,233	$2 ▼	-0.2%	55,872	0.6%	ETF
AAPL Apple	$1,219		0.0%	5,489	0.6%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$781	$209 ▼	-21.1%	15,757	0.4%	ETF
GNW Genworth Financial	$680	$390 ▲	134.1%	96,252	0.4%	Finance
NUSC Nuveen ESG Small-Cap ETF	$607	$17 ▲	2.9%	15,856	0.3%	ETF
VOT Vanguard Mid-Cap Growth ETF	$584		0.0%	2,389	0.3%	ETF
XOM Exxon Mobil	$575		0.0%	4,851	0.3%	Energy
DFAC Dimensional U.S. Core Equity 2 ETF	$550		0.0%	16,680	0.3%	ETF
VXUS Vanguard Total International Stock ETF	$549	$187 ▲	51.7%	8,843	0.3%	ETF
UNP Union Pacific	$515		0.0%	2,181	0.3%	Transportation
BRK.B Berkshire Hathaway	$481	$4 ▼	-0.8%	905	0.3%	Finance
VV Vanguard Large-Cap ETF	$465	$445 ▲	2,284.2%	1,812	0.2%	ETF
BNDW Vanguard Total World Bond ETF	$381	$312 ▲	452.6%	5,543	0.2%	ETF
VO Vanguard Mid-Cap ETF	$365	$335 ▲	1,099.2%	1,415	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$351		0.0%	4,454	0.2%	ETF
WFC Wells Fargo & Company	$318	$26 ▼	-7.7%	4,442	0.2%	Finance
IAGG iShares Core International Aggregate Bond ETF	$318		0.0%	6,370	0.2%	ETF
ORI Old Republic International	$308		0.0%	7,873	0.2%	Finance
WMT Walmart	$302	$1 ▼	-0.4%	3,456	0.2%	Retail/Wholesale
VT Vanguard Total World Stock ETF	$240	$29 ▼	-10.8%	2,072	0.1%	ETF
NI NiSource	$237		0.0%	5,932	0.1%	Utilities
VYM Vanguard High Dividend Yield ETF	$235	$3 ▼	-1.1%	1,829	0.1%	ETF
KMB Kimberly-Clark	$228		0.0%	1,606	0.1%	Consumer Staples
SCHF Schwab International Equity ETF	$224		0.0%	11,336	0.1%	ETF
GOOGL Alphabet	$204	$5 ▼	-2.4%	1,320	0.1%	Computer and Technology
AMZN Amazon.com	$198	$3 ▼	-1.6%	1,043	0.1%	Retail/Wholesale
SCHZ Schwab U.S. Aggregate Bond ETF	$176		0.0%	7,636	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$166	$6 ▼	-3.6%	33,784	0.1%	ETF
HD Home Depot	$161	$4 ▼	-2.7%	440	0.1%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$159	$1 ▼	-0.9%	651	0.1%	Finance
MSFT Microsoft	$146		0.0%	390	0.1%	Computer and Technology
MKL Markel Group	$140	$2 ▲	1.4%	75	0.1%	Multi-Sector Conglomerates
SCHE Schwab Emerging Markets Equity ETF	$136		0.0%	4,957	0.1%	ETF
HCA HCA Healthcare	$134		0.0%	390	0.1%	Medical
V Visa	$133		0.0%	381	0.1%	Business Services
TDY Teledyne Technologies	$124		0.0%	250	0.1%	Aerospace
TFC Truist Financial	$112	$0 ▼	0.0%	74,770	0.1%	Finance
MA Mastercard	$112		0.0%	205	0.1%	Business Services
SYK Stryker	$111		0.0%	300	0.1%	Medical
CW Curtiss-Wright	$111		0.0%	350	0.1%	Aerospace
D Dominion Energy	$110	$1 ▲	0.5%	2,000	0.1%	Utilities
SCHM Schwab U.S. Mid-Cap ETF	$109		0.0%	4,191	0.1%	ETF
PG Procter & Gamble	$105	$13 ▲	14.0%	619	0.1%	Consumer Staples
ELV Elevance Health	$102		0.0%	236	0.1%	Medical
SPY SPDR S&P 500 ETF Trust	$100		0.0%	179	0.1%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$100		0.0%	1,649	0.1%	ETF
LOW Lowe's Companies	$96		0.0%	413	0.1%	Retail/Wholesale
KNSL Kinsale Capital Group	$96		0.0%	199	0.1%	Finance
GOOG Alphabet	$93	$4 ▼	-4.5%	600	0.0%	Computer and Technology
CSCO Cisco Systems	$88	$0 ▲	0.2%	1,449	0.0%	Computer and Technology
VXF Vanguard Extended Market ETF	$85		0.0%	498	0.0%	ETF
TMO Thermo Fisher Scientific	$79		0.0%	160	0.0%	Medical
PEP PepsiCo	$78		0.0%	526	0.0%	Consumer Staples
SCHG Schwab U.S. Large-Cap Growth ETF	$75		0.0%	3,032	0.0%	ETF
AVGO Broadcom	$75		0.0%	450	0.0%	Computer and Technology
JNJ Johnson & Johnson	$74	$6 ▲	9.5%	451	0.0%	Medical
J Jacobs Solutions	$72		0.0%	600	0.0%	Business Services
COF Capital One Financial	$69	$2 ▲	3.6%	398	0.0%	Finance
SEIC SEI Investments	$67		0.0%	873	0.0%	Finance
TROW T. Rowe Price Group	$66		0.0%	728	0.0%	Finance
TSLA Tesla	$65		0.0%	251	0.0%	Auto/Tires/Trucks
DFAU Dimensional US Core Equity Market ETF	$65		0.0%	1,699	0.0%	ETF
HSY Hershey	$65		0.0%	381	0.0%	Consumer Staples
AMGN Amgen	$62		0.0%	200	0.0%	Medical
ACN Accenture	$59		0.0%	192	0.0%	Computer and Technology
LMT Lockheed Martin	$58		0.0%	132	0.0%	Aerospace
IVV iShares Core S&P 500 ETF	$56		0.0%	100	0.0%	ETF
MCK McKesson	$55		0.0%	83	0.0%	Medical
ORCL Oracle	$53		0.0%	380	0.0%	Computer and Technology
ESGD iShares ESG Aware MSCI EAFE ETF	$53		0.0%	650	0.0%	Manufacturing
ADP Automatic Data Processing	$53		0.0%	176	0.0%	Business Services
SCHA Schwab US Small-Cap ETF	$50		0.0%	2,156	0.0%	ETF
PSX Phillips 66	$49	$0 ▼	-0.7%	400	0.0%	Energy
CEG Constellation Energy	$47		0.0%	232	0.0%	Energy
IJR iShares Core S&P Small-Cap ETF	$46		0.0%	444	0.0%	ETF
FIW First Trust Water ETF	$45		0.0%	456	0.0%	ETF
ADBE Adobe	$45		0.0%	119	0.0%	Computer and Technology
PPL PPL	$43	$0 ▲	0.8%	1,223	0.0%	Utilities
NTR Nutrien	$43		0.0%	867	0.0%	Basic Materials
PAYX Paychex	$42		0.0%	275	0.0%	Business Services
UL Unilever	$41	$0 ▼	-1.0%	700	0.0%	Consumer Staples
UNH UnitedHealth Group	$39	$1 ▼	-2.6%	75	0.0%	Medical
SBUX Starbucks	$37		0.0%	383	0.0%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Evolution Advisers, Inc. Top Holdings and 13F Report (2025)

About Evolution Advisers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Evolution Advisers, Inc. Top Holdings and 13F Report (2025)

About Evolution Advisers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEvolution Advisers, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools