EVOLVE PRIVATE WEALTH, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EP EVOLVE PRIVATE WEALTH, LLC | Institutional Filer | ▲ 10.89% | $1.87B | 994 |
Current Portfolio Holdings
Showing all 994 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | — | 832K | $83.8M | 4.48% |
| 2 | AAPL | Apple Inc. | Technology | 300K | $76.1M | 4.07% |
| 3 | NVDA | NVIDIA Corporation | Technology | 282K | $49.2M | 2.63% |
| 4 | BOND | PIMCO ETF TR | — | 527K | $48.6M | 2.60% |
| 5 | HTRB | HARTFORD FDS EXCHANGE TRADED | — | 1.4M | $47.8M | 2.55% |
| 6 | AGG | ISHARES TR | — | 434K | $43.0M | 2.30% |
| 7 | MSFT | Microsoft Corporation | Technology | 98K | $36.3M | 1.94% |
| 8 | VCRB | VANGUARD MALVERN FDS | — | 467K | $36.1M | 1.93% |
| 9 | BND | VANGUARD BD INDEX FDS | — | 477K | $35.1M | 1.88% |
| 10 | ISCF | ISHARES TR | — | 648K | $27.1M | 1.45% |
| 11 | GOOGL | Alphabet Inc. | Technology | 94K | $27.0M | 1.45% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 114K | $23.8M | 1.27% |
| 13 | EMGF | ISHARES INC | — | 363K | $22.0M | 1.17% |
| 14 | IAU | ISHARES GOLD TR | — | 241K | $21.2M | 1.13% |
| 15 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | 920K | $20.5M | 1.10% |
Showing 1 to 15 of 994 holdings