Evolution Advisers, Inc. Top Holdings and 13F Report (2025) About Evolution Advisers, Inc.Investment ActivityEvolution Advisers, Inc. has $183.01 thousand in total holdings as of December 31, 2024.Evolution Advisers, Inc. owns shares of 184 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.17% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, Evolution Advisers, Inc. has purchased 185 new stocks and bought additional shares in 58 stocks.Evolution Advisers, Inc. sold shares of 29 stocks and completely divested from 52 stocks this quarter.Largest Holdings Vanguard Growth ETF $28,048Vanguard FTSE Developed Markets ETF $26,111Vanguard Value ETF $21,159Vanguard Total International Bond ETF $20,580Vanguard Short-Term Bond ETF $14,822 Largest New Holdings this Quarter iShares Core International Aggregate Bond ETF $317 HoldingAMENTUM HOLDINGS INC $12 HoldingGE VERNOVA INC $7 HoldingIllinois Tool Works $6 HoldingiShares Russell Mid-Cap Value ETF $4 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 36,573 shares (about $2.63K)Vanguard Short-Term Bond ETF 24,737 shares (about $1.91K)Vanguard Total International Bond ETF 36,156 shares (about $1.77K)Vanguard S&P 500 ETF 2,605 shares (about $1.40K)Vanguard FTSE Developed Markets ETF 26,364 shares (about $1.26K) Largest Sales this Quarter Vanguard Growth ETF 4,542 shares (about $1.86K)Vanguard Mortgage-Backed Securities ETF 12,666 shares (about $574.23)Vanguard Long-Term Bond ETF 7,392 shares (about $505.81)Tesla 490 shares (about $197.17)Nuveen ESG Large-Cap Growth ETF 2,259 shares (about $193.89) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvolution Advisers, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$28,048$1,864 ▼-6.2%68,33615.3%ETFVEAVanguard FTSE Developed Markets ETF$26,111$1,261 ▲5.1%546,03314.3%ETFVTVVanguard Value ETF$21,159$27 ▼-0.1%124,98111.6%ETFBNDXVanguard Total International Bond ETF$20,580$1,774 ▲9.4%419,53911.2%ETFBSVVanguard Short-Term Bond ETF$14,822$1,911 ▲14.8%191,8308.1%ETFVWOVanguard FTSE Emerging Markets ETF$10,474$575 ▲5.8%237,8325.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$7,589$574 ▼-7.0%167,3944.1%ETFBLVVanguard Long-Term Bond ETF$6,589$506 ▼-7.1%96,2933.6%ETFVBVanguard Small-Cap ETF$6,434$65 ▼-1.0%26,7793.5%ETFBIVVanguard Intermediate-Term Bond ETF$5,574$384 ▲7.4%74,5913.0%ETFNUDMNuShares ESG International Developed Markets Equity ETF$4,304$340 ▲8.6%143,1852.4%ETFVOOVanguard S&P 500 ETF$2,764$1,403 ▲103.1%5,1311.5%ETFNULGNuveen ESG Large-Cap Growth ETF$2,761$194 ▼-6.6%32,1691.5%ETFBNDVanguard Total Bond Market ETF$2,633$2,630 ▲77,814.9%36,6201.4%ETFNULVNuveen ESG Large-Cap Value ETF$2,218$290 ▲15.1%56,3551.2%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$1,550$435 ▲39.0%71,1720.8%ETFPWVInvesco Large Cap Value ETF$1,382$23 ▼-1.6%24,3000.8%ETFNUEMNuveen ESG Emerging Markets Equity ETF$1,375$87 ▲6.8%47,4050.8%ETFAAPLApple$1,374$0 ▼0.0%5,4890.8%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,297$810 ▲166.1%55,9850.7%ETFVTEBVanguard Tax-Exempt Bond ETF$1,001$19 ▲1.9%19,9690.5%ETFNUSCNuveen ESG Small-Cap ETF$645$50 ▲8.4%15,4110.4%ETFVOTVanguard Mid-Cap Growth ETF$606$43 ▼-6.7%2,3890.3%ETFDFACDimensional U.S. Core Equity 2 ETF$5760.0%16,6800.3%ETFXOMExxon Mobil$521$3 ▲0.7%4,8510.3%Oils/EnergyUNPUnion Pacific$497$6 ▼-1.1%2,1810.3%TransportationBRK.BBerkshire Hathaway$413$3 ▲0.8%9120.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$3470.0%4,4540.2%ETFVXUSVanguard Total International Stock ETF$3430.0%5,8310.2%ETFWFCWells Fargo & Company$337$140 ▼-29.3%4,8120.2%FinanceIAGGiShares Core International Aggregate Bond ETF$317$317 ▲New Holding6,3700.2%ETFWMTWalmart$313$0 ▲0.1%3,4710.2%Retail/WholesaleGNWGenworth Financial$2870.0%41,1110.2%FinanceORIOld Republic International$284$65 ▼-18.6%7,8730.2%FinanceVTVanguard Total World Stock ETF$272$21 ▲8.5%2,3220.1%ETFGOOGLAlphabet$256$6 ▲2.5%1,3530.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$235$8 ▼-3.2%1,8490.1%ETFAMZNAmazon.com$232$64 ▲38.0%1,0600.1%Retail/WholesaleNINiSource$2180.0%5,9320.1%UtilitiesKMBKimberly-Clark$210$53 ▼-20.1%1,6060.1%Consumer StaplesSCHFSchwab International Equity ETF$209$96 ▲84.3%11,3360.1%ETFHDHome Depot$175$5 ▲2.7%4520.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$175$13 ▲7.9%35,0350.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$173$56 ▲47.6%7,6360.1%ETFMSFTMicrosoft$164$5 ▼-3.2%3900.1%Computer and TechnologyJPMJPMorgan Chase & Co.$157$1 ▲0.9%6570.1%FinanceSCHESchwab Emerging Markets Equity ETF$132$19 ▼-12.9%4,9570.1%ETFMKLMarkel Group$128$2 ▲1.4%740.1%Multi-Sector ConglomeratesCWCurtiss-Wright$1240.0%3500.1%AerospaceVVisa$1200.0%3810.1%Business ServicesGOOGAlphabet$119$5 ▲4.1%6280.1%Computer and TechnologyHCAHCA Healthcare$117$91 ▲343.2%3900.1%MedicalSCHMSchwab U.S. Mid-Cap ETF$116$77 ▲200.0%4,1910.1%ETFTDYTeledyne Technologies$1160.0%2500.1%AerospaceTFCTruist Financial$114$0 ▼-0.1%74,7860.1%FinanceSCHBSchwab US Broad Market ETF$109$83 ▲325.7%4,8280.1%ETFSYKStryker$1080.0%3000.1%MedicalMAMastercard$1080.0%2050.1%Business ServicesDDominion Energy$107$109 ▼-50.4%1,9900.1%UtilitiesAVGOBroadcom$104$94 ▲900.0%4500.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1040.0%1790.1%FinanceTSLATesla$101$197 ▼-66.1%2510.1%Auto/Tires/TrucksLOWLowe's Companies$1010.0%4130.1%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$940.0%1,6490.1%ETFVXFVanguard Extended Market ETF$940.0%4980.1%ETFKNSLKinsale Capital Group$92$61 ▲197.0%1990.1%FinancePGProcter & Gamble$91$1 ▲0.6%5430.0%Consumer StaplesELVElevance Health$87$42 ▼-32.6%2360.0%MedicalCSCOCisco Systems$85$1 ▲0.9%1,4460.0%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$84$53 ▲173.6%3,0320.0%ETFTMOThermo Fisher Scientific$830.0%1600.0%MedicalTROWT. Rowe Price Group$82$2 ▲3.1%7280.0%FinanceJJacobs Solutions$800.0%6000.0%Business ServicesPEPPepsiCo$80$2 ▼-3.0%5260.0%Consumer StaplesSEICSEI Investments$720.0%8730.0%FinanceCOFCapital One Financial$68$8 ▼-10.9%3840.0%FinanceDFAUDimensional US Core Equity Market ETF$680.0%1,6990.0%ETFBNDWVanguard Total World Bond ETF$68$0 ▲0.7%1,0030.0%ETFACNAccenture$67$8 ▼-10.3%1920.0%Computer and TechnologyHSYHershey$64$1 ▲0.8%3810.0%Consumer StaplesLMTLockheed Martin$640.0%1320.0%AerospaceORCLOracle$630.0%3800.0%Computer and TechnologyJNJJohnson & Johnson$59$2 ▲2.7%4120.0%MedicalIVViShares Core S&P 500 ETF$580.0%1000.0%ETFSCHASchwab US Small-Cap ETF$55$6 ▲11.4%2,1560.0%ETFADBEAdobe$520.0%1190.0%Computer and TechnologyAMGNAmgen$520.0%2000.0%MedicalCEGConstellation Energy$520.0%2320.0%Oils/EnergyADPAutomatic Data Processing$510.0%1760.0%Business ServicesIJRiShares Core S&P Small-Cap ETF$510.0%4440.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$490.0%6500.0%ManufacturingMCKMcKesson$470.0%830.0%MedicalFIWFirst Trust Water ETF$460.0%4560.0%ETFDALDelta Air Lines$450.0%7590.0%TransportationPSXPhillips 66$45$2 ▲5.2%4030.0%Oils/EnergyETNEaton$41$8 ▼-16.0%1260.0%Industrial ProductsULUnilever$40$0 ▲1.0%7070.0%Consumer StaplesPPLPPL$39$1 ▲2.5%1,2130.0%UtilitiesNTRNutrien$380.0%8670.0%Basic MaterialsPAYXPaychex$380.0%2750.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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