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  Name: Evolution Wealth Advisors LLC
  City: AVENTURA
  State: FL
  Zip: 33180
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $522,091,000
  Total Value Change : $24,814,000
  Securities Held Change : 7
   
All Securities Held : 135
  New Positions : 14
  Closed Positions : 8
  Increased Positions : 38
  Unchanged Positions : 45
  Decreased Positions : 38

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PBDC)1 Year Chart         PBDC Putnam Bdc Income Etf 26 New $0.00 $4,400,000 129,755 0.84% 4,400,000 129,755 1.442    N/A
   (PWB)1 Year Chart         PWB Invesco Dynamic Large Cap G... 86 New $88.76 $446,000 5,000 0.09% 446,000 5,000 0.042    Closed - End Fund - Debt
   (LIT)1 Year Chart         LIT Global X Lithium ETF 88 New $45.79 $402,000 8,870 0.08% 402,000 8,870 0.039    Closed - End Fund - E...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 96 New $60.24 $325,000 5,400 0.06% 325,000 5,400 0    Discount, Variety Stores
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 97 New $458.47 $320,000 765 0.06% 320,000 765 0    Investment Brokerage ...
   (NKE)1 Year Chart         NKE Nike Inc B 101 New $92.79 $304,000 3,240 0.06% 304,000 3,240 0    Textile - Apparel Foo...
   (JKG)1 Year Chart         JKG iShares Tr Morngstr Mid Core 104 New $71.57 $291,000 4,000 0.06% 291,000 4,000 0.012    Closed - End Fund - E...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 119 New $75.63 $236,000 2,585 0.05% 236,000 2,585 0    Specialty Eateries
   (LLY)1 Year Chart         LLY Eli Lilly & Co 118 New $763.98 $236,000 303 0.05% 236,000 303 0    Drug Manufacturers - ...
   (MA)1 Year Chart         MA MasterCard Inc A 123 New $454.20 $208,000 431 0.04% 208,000 431 0    Business Services
   (AVGO)1 Year Chart         AVGO Broadcom Limited 124 New $1,380.03 $207,000 156 0.04% 207,000 156 0    Semiconductor- Broad...
   (FLDM)1 Year Chart         FLDM Fluidigm Corp 130 New $2.54 $33,000 12,210 0.01% 33,000 12,210 0.016    Scientific & Technica...
   (ORGN)1 Year Chart         ORGN Origin Materials, Inc 131 New $1.06 $5,000 10,000 0% 5,000 10,000 0.007    N/A
   (WLDSW)1 Year Chart         WLDSW Wearable Devices Equity War... 133 New $0.00 $1,000 10,000 0% 1,000 10,000 0.111    N/A
      14 Records Found
  1    
Page 1 of 1
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