EAI
Evolution Advisers Inc. Portfolio
Invests via Evolution Advisers Inc. | Managed by David J. O'Brien, John B. Clair, Stephen E. Fletcher, John B. O'Brien (Portfolio Manager)
Invests via Evolution Advisers Inc.
Managed by David J. O'Brien, John B. Clair, Stephen E. Fletcher, John B. O'Brien (Portfolio Manager)
Automatically Tracked
Company Profile
Evolution Advisers Inc. serves as a pivotal advisory firm within the financial landscape, recognized for its focus on enhancing operational efficiencies and strategic growth for clients across various industries. Leveraging extensive expertise in navigating complex market dynamics, it supports businesses in optimizing their performance and unlocking potential value creation opportunities. With an experienced team that combines analytical acumen with practical insights, the firm engages with both emerging companies and established enterprises looking to navigate transformative phases. The firm's reputation for delivering tailored solutions positions it as a key player in investment circles seeking informed guidance.
Evolution Advisers Inc. serves as a pivotal advisory firm within the financial landscape, recognized for its focus on enhancing operational efficiencies and strategic growth for clients across various industries. Leveraging extensive expertise in navigating complex market dynamics, it supports businesses in optimizing their performance and unlocking potential value creation opportunities. With an experienced team that combines analytical acumen with practical insights, the firm engages with both emerging companies and established enterprises looking to navigate transformative phases. The firm's reputation for delivering tailored solutions positions it as a key player in investment circles seeking informed guidance.
Investment Philosophy & Strategy
With a keen focus on operational efficiency and strategic alignment, Evolution Advisers Inc. distinguishes itself through its proactive engagement with clients navigating market transitions. The firm’s methodology integrates rigorous analysis with an emphasis on uncovering value-enhancing opportunities across diverse sectors. Recognizing the transformative potential within both nascent ventures and established organizations, it prioritizes bespoke strategies that address specific client needs while capitalizing on prevailing trends. The adept leadership team leverages deep industry insights to drive significant performance improvements, reinforcing its status as a trusted partner for those seeking tailored financial guidance in evolving environments.
With a keen focus on operational efficiency and strategic alignment, Evolution Advisers Inc. distinguishes itself through its proactive engagement with clients navigating market transitions. The firm’s methodology integrates rigorous analysis with an emphasis on uncovering value-enhancing opportunities across diverse sectors. Recognizing the transformative potential within both nascent ventures and established organizations, it prioritizes bespoke strategies that address specific client needs while capitalizing on prevailing trends. The adept leadership team leverages deep industry insights to drive significant performance improvements, reinforcing its status as a trusted partner for those seeking tailored financial guidance in evolving environments.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
50.7%
Gain +1.35%
Monthly
0.6%
Yearly
7.5%
Drawdown
17.47%
$269.1M
Equity
Holdings
$269.1M
Investment
$219.88M
$50.22M
Profit +$2.18M
Realized
$1M
Unrealized
$49.22M
Dividends
$19.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.35%
Profit
$2.18M
Win %
74%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$2.2M
Win %
74%
This Month
Compared to last month
Gain
-1.34%
Profit
-$3.65M
Win %
74%
This Year
Compared to last year
Gain
7.63%
Profit
$19.08M
Win %
75%
AMTM Amentum Holdings, Inc.
+3.63%
+$477 
ELV Elevance Health, Inc.
+3.03%
+$2,666.8 
AVGO Broadcom Inc.
+2.77%
+$4,614.75 
KNSL Kinsale Capital Group Inc.
+2.74%
+$1,874.58 
CRM Salesforce Inc
+2.39%
+$203.75 
GEV GE Vernova Inc.
+2.28%
+$554.53 
MSFT Microsoft Corp.
+2.08%
+$2,666.68 
PSX Phillips 66
+1.88%
+$1,450.97 
GOOG Alphabet Inc
+1.61%
+$3,348 
GOOGL Alphabet Inc
+1.53%
+$7,152.08 
CVX Chevron Corporation
+1.5%
+$575.03 
IBM International Business Machines Corporation
+1.33%
+$284 
AMZN Amazon.com Inc
+1.24%
+$4,451.5 
METV Roundhill Ball Metaverse ETF
+1.2%
+$135 
ACN Accenture plc Class A
+1.14%
+$312.96 
FTNT Fortinet Inc.
+1.06%
+$670.8 
XOM Exxon Mobil Corporation
+1.01%
+$7,362.14 
V Visa Inc. Class A
+0.96%
+$1,310.64 
IYW iShares U.S. Technology ETF
+0.95%
+$281.48 
CW Curtiss-Wright Corporation
+0.94%
+$2,325.74 
T AT&T Inc.
+0.8%
+$86.45 
CEG Constellation Energy Corporation
+0.74%
+$435.93 
HSY The Hershey Company
+0.74%
+$483.87 
MKL Markel Group Inc.
+0.7%
+$1,075.61 
QQQ Invesco QQQ Trust, Series 1
+0.68%
+$103.8 
ETN Eaton Corporation plc
+0.67%
+$338.94 
IEMG iShares Core MSCI Emerging Markets ETF
+0.67%
+$154.5 
HON Honeywell International Inc.
+0.61%
+$92.82 
GNW Genworth Financial Inc.
+0.59%
+$9,993.06 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.59%
+$16,577.33 
PAYX Paychex Inc.
+0.58%
+$181.5 
SCHE Schwab Emerging Markets Equity ETF
+0.55%
+$957.06 
LMT Lockheed Martin Corporation
+0.55%
+$368.94 
VOT Vanguard Mid-Cap Growth ETF
+0.48%
+$3,344.6 
VUG Vanguard Growth ETF
+0.44%
+$161,367.75 
MA Mastercard Incorporated
+0.43%
+$462.95 
VWO Vanguard FTSE Emerging Markets ETF
+0.37%
+$57,398.33 
NULG Nuveen ESG Large-Cap Growth ETF
+0.34%
+$16,384.42 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.34%
+$1,332.73 
SYK Stryker Corporation
+0.32%
+$309 
SYF Synchrony Financial
+0.26%
+$14.06 
ESGV Vanguard ESG U.S. Stock ETF
+0.25%
+$65.67 
IOO iShares Global 100 ETF
+0.25%
+$6.46 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.22%
+$1,361.86 
BRK-B Berkshire Hathaway Inc.
+0.21%
+$941.2 
VOO Vanguard S&P 500 ETF
+0.18%
+$2,994 
IVV iShares Core S&P 500 ETF
+0.17%
+$167.68 
IWB iShares Russell 1000 ETF
+0.17%
+$62.55 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$225.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$25,205.22 
COF Capital One Financial Corporation
+0.16%
+$95.88 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.16%
+$3.82 
SCHA Schwab U.S. Small-Cap ETF
+0.15%
+$104.8 
SCHB Schwab U.S. Broad Market ETF
+0.14%
+$26.28 
SCHX Schwab U.S. Large-Cap ETF
+0.14%
+$2,230.92 
SPGP Invesco S&P 500 GARP ETF
+0.13%
+$2.79 
MO Altria Group, Inc.
+0.12%
+$24.66 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.11%
+$38.11 
ORI Old Republic International Corp.
+0.11%
+$345.69 
SCHM Schwab U.S. Mid-Cap ETF
+0.09%
+$125.73 
DFAU Dimensional US Core Equity Market ETF
+0.07%
+$59.47 
DAL Delta Air Lines, Inc.
+0.06%
+$37.95 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.06%
+$417 
VO Vanguard Mid-Cap ETF
+0.06%
+$238.68 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.04%
+$2.79 
VT Vanguard Total World Stock ETF
+0.04%
+$124.44 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$25.15 
NTCXF Natcore Technology Inc.
0%
$0 
NULV Nuveen ESG Large-Cap Value ETF
0%
$0 
SEIC SEI Investments Company
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
UPS United Parcel Service, Inc.
-3.41%
-$316.79 
ORCL Oracle Corporation
-2.48%
-$1,189.4 
AAPL Apple Inc.
-2.33%
-$41,896.19 
GOLF Acushnet Holdings Corp.
-2.21%
-$261.62 
TSLA Tesla, Inc.
-2.16%
-$221.81 
GE General Electric Company
-2.15%
-$704.06 
LOW Lowe's Companies Inc.
-1.96%
-$2,113.44 
HD The Home Depot, Inc.
-1.9%
-$1,669.2 
PEP PepsiCo, Inc.
-1.7%
-$1,225.58 
WSM Williams-Sonoma, Inc.
-1.65%
-$497.64 
WMT Walmart Inc.
-1.64%
-$6,997.54 
UNP Union Pacific Corporation
-1.49%
-$9,148.16 
CTAS Cintas Corporation
-1.43%
-$525.6 
JNJ Johnson & Johnson
-1.38%
-$1,406.47 
DIS The Walt Disney Company
-1.3%
-$127 
AWK American Water Works Company, Inc.
-1.24%
-$26.88 
F Ford Motor Company
-1.23%
-$122.5 
NI NiSource Inc.
-1.04%
-$2,847.36 
WFC Wells Fargo & Company
-1.03%
-$3,922.27 
TDY Teledyne Technologies Incorporated
-0.99%
-$1,577.5 
ARCC Ares Capital Corporation
-0.96%
-$58.83 
FIW First Trust Water ETF
-0.93%
-$458.28 
D Dominion Energy, Inc.
-0.87%
-$1,219.54 
PPL PPL Corporation
-0.85%
-$373.01 
BAC Bank of America Corporation
-0.81%
-$61.87 
SBUX Starbucks Corporation
-0.75%
-$302.57 
TMO Thermo Fisher Scientific Inc.
-0.74%
-$627.2 
EXC Exelon Corporation
-0.72%
-$254.6 
J Jacobs Solutions Inc.
-0.72%
-$570 
DHR Danaher Corporation
-0.69%
-$70 
BLV Vanguard Long-Term Bond ETF
-0.67%
-$60,056.36 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.62%
-$51,086.42 
IQLT iShares MSCI International Quality Factor ETF
-0.59%
-$6.38 
RIVN Rivian Automotive, Inc.
-0.52%
-$90.54 
CHD Church & Dwight Co., Inc.
-0.51%
-$139 
JPM JPMorgan Chase & Co.
-0.49%
-$1,080.66 
VNQ Vanguard Real Estate ETF
-0.48%
-$9.7 
EXR Extra Space Storage Inc.
-0.48%
-$35.5 
UNH UnitedHealth Group Incorporated
-0.47%
-$150.74 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.43%
-$286 
IEFA iShares Core MSCI EAFE ETF
-0.4%
-$65.06 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.33%
-$572.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.32%
-$134,561.02 
IYF iShares U.S. Financials ETF
-0.32%
-$137.17 
AMGN Amgen Inc.
-0.31%
-$230 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.3%
-$8,266.96 
CGCP Capital Group Core Plus Income ETF
-0.29%
-$5.2 
TROW T. Rowe Price Group, Inc.
-0.29%
-$247.52 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$118.65 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.28%
-$23,085.09 
BND Vanguard Total Bond Market Index Fund
-0.28%
-$3,752.95 
MDY SPDR S&P MidCap 400 ETF Trust
-0.27%
-$101.79 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.27%
-$29,028.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$153 
IWD iShares Russell 1000 Value ETF
-0.23%
-$39.76 
NUSC Nuveen ESG Small-Cap ETF
-0.23%
-$2,325.3 
PWV Invesco Large Cap Value ETF
-0.22%
-$4,164.3 
SCHF Schwab International Equity ETF
-0.22%
-$646.56 
BNDW Vanguard Total World Bond ETF
-0.22%
-$162.8 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$141.52 
HYBX TCW High Yield Bond ETF
-0.2%
-$134.7 
HCA HCA Healthcare Inc.
-0.2%
-$8.14 
BNDX Vanguard Total International Bond ETF
-0.19%
-$40,700.95 
VTV Vanguard Value ETF
-0.16%
-$45,109.1 
VYM Vanguard High Dividend Yield ETF
-0.14%
-$345.18 
LIN Linde plc
-0.13%
-$47.61 
VB Vanguard Small-Cap ETF
-0.13%
-$12,342.46 
VZ Verizon Communications Inc.
-0.13%
-$8.63 
KMB Kimberly-Clark Corporation
-0.12%
-$195.87 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$1,076.73 
ADP Automatic Data Processing Inc.
-0.09%
-$42.24 
CSCO Cisco Systems, Inc.
-0.09%
-$152.15 
VXF Vanguard Extended Market ETF
-0.08%
-$99.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.08%
-$596.68 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$289.51 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$15,175.26 
VEU Vanguard FTSE All-World ex-US ETF
-0.07%
-$90.69 
IAGG iShares International Aggregate Bond Fund
-0.05%
-$2,013.28 
IWR iShares Russell Mid-Cap ETF
-0.04%
-$10.48 Events
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Dividends
Dividend Analysis
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| Trades 1289 | Longs Won 760/1289 58% | Profit Factor 6.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $408,623.91 |
| Average Win $78,804.52 | Best Trade (Jul 22) $9.77M | Sharpe Ratio -9.88 |
| Average Loss -$18,273.1 | Worst Trade (Jul 24) -$2.06M | Z-Score 5.51 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2d | Expectancy $38,964.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Evolution Advisers Inc.?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $3.58M, Vanguard Total International Bond ETF - $2.91M, Vanguard Value ETF - $2.37M, Vanguard Short-Term Bond ETF - $1.62M, and Vanguard Growth ETF - $1.43M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Dominion Energy, Inc - $86,360.45, United Bankshares, Inc - $58,344.02, Adobe Inc - $27,066.89, Meta Platforms Inc Class A - $23,338.96, and Alphabet Inc - $21,002.14. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Evolution Advisers Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.69M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $3.53M, Vanguard Total International Bond ETF - $3.06M, Vanguard Value ETF - $2.12M, Vanguard Short-Term Bond ETF - $1.62M, and Vanguard Long-Term Bond ETF - $1.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Evolution Advisers Inc.'s monthly returns?
Evolution Advisers Inc.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Evolution Advisers Inc.'s strategy be considered aggressive or moderate?
Evolution Advisers Inc.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Evolution Advisers Inc.'s strategy?
Evolution Advisers Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
