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:
35%
Gain +0.35%
Monthly
0.35%
Yearly
4.31%
Drawdown
17.24%
$265.12M
Equity
Holdings
$265.12M
Investment
$213.06M
$52.15M
Profit +$1.05M
Realized
$89,051.29
Unrealized
$52.06M
Dividends
$18.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$1.05M
Win %
78%
This Week
Compared To Last Week
Gain
0.46%
Profit
$1.21M
Win %
78%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.18M
Win %
78%
This Year
Compared to last year
Gain
7.15%
Profit
$17.68M
Win %
78%
RIVN Rivian Automotive, Inc.
+7.92%
+$1,237.38 
GEV GE Vernova Inc.
+3.65%
+$762.22 
AMTM Amentum Holdings, Inc.
+3.58%
+$502.44 
NTR Nutrien Ltd.
+3.17%
+$1,803.36 
CEG Constellation Energy Corporation
+2.85%
+$1,632.12 
T AT&T Inc.
+2.48%
+$281.58 
VZ Verizon Communications Inc.
+2.46%
+$181.34 
JPM JPMorgan Chase & Co.
+2.3%
+$4,700.23 
HCA HCA Healthcare Inc.
+2.3%
+$95.7 
SYK Stryker Corporation
+2.11%
+$1,938 
WSM Williams-Sonoma, Inc.
+2.09%
+$603.24 
TFC Truist Financial Corporation
+1.94%
+$72,732.4 
TSLA Tesla, Inc.
+1.88%
+$202.64 
D Dominion Energy, Inc.
+1.81%
+$2,380.07 
UNP Union Pacific Corporation
+1.65%
+$9,025.64 
WFC Wells Fargo & Company
+1.64%
+$5,850.9 
ACN Accenture plc Class A
+1.63%
+$524.16 
LIN Linde plc
+1.58%
+$642.27 
EXC Exelon Corporation
+1.56%
+$539.6 
BAC Bank of America Corporation
+1.52%
+$105 
DAL Delta Air Lines, Inc.
+1.51%
+$941.16 
COF Capital One Financial Corporation
+1.49%
+$628.72 
AWK American Water Works Company, Inc.
+1.45%
+$28.96 
SYF Synchrony Financial
+1.43%
+$76.59 
SEIC SEI Investments Company
+1.42%
+$1,091.25 
PAYX Paychex Inc.
+1.39%
+$379.5 
IYF iShares U.S. Financials ETF
+1.37%
+$551.87 
METV Roundhill Ball Metaverse ETF
+1.29%
+$138 
TROW T. Rowe Price Group, Inc.
+1.28%
+$1,011.92 
MTZ MasTec, Inc. Common Stock
+1.24%
+$66.53 
NI NiSource Inc.
+1.22%
+$3,381.24 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$126.9 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$1,131.28 
NUSC Nuveen ESG Small-Cap ETF
+1.09%
+$8,815.95 
JNJ Johnson & Johnson
+1.07%
+$1,027.65 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$1,592.58 
PPL PPL Corporation
+1.06%
+$458.62 
V Visa Inc. Class A
+1.05%
+$1,272.54 
IWD iShares Russell 1000 Value ETF
+1.02%
+$173.59 
IJR iShares Core S&P Small-Cap ETF
+1%
+$630.48 
ARCC Ares Capital Corporation
+1%
+$60.42 
PWV Invesco Large Cap Value ETF
+0.99%
+$18,346.5 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,293.5 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$138.6 
SCHH Schwab U.S. REIT ETF
+0.96%
+$105.11 
VNQ Vanguard Real Estate ETF
+0.95%
+$107.3 
VTV Vanguard Value ETF
+0.94%
+$266,258.89 
ORI Old Republic International Corp.
+0.93%
+$2,727.11 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$1,746.55 
CHGX AXS Change Finance ESG ETF
+0.91%
+$447.85 
FTNT Fortinet Inc.
+0.88%
+$495.3 
FIW First Trust Water ETF
+0.86%
+$410.4 
MKL Markel Group Inc.
+0.84%
+$1,191.19 
GE General Electric Company
+0.81%
+$256.5 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,139.44 
GNW Genworth Financial Inc.
+0.79%
+$8,529.43 
PSX Phillips 66
+0.79%
+$522.2 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$121,423.51 
CVX Chevron Corporation
+0.75%
+$140 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$5,279.69 
KMB Kimberly-Clark Corporation
+0.75%
+$1,190.92 
SBUX Starbucks Corporation
+0.75%
+$293 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$313.57 
NULV Nuveen ESG Large-Cap Value ETF
+0.73%
+$22,636.23 
HD The Home Depot, Inc.
+0.73%
+$621.4 
VB Vanguard Small-Cap ETF
+0.73%
+$68,511.58 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$270.54 
MO Altria Group, Inc.
+0.72%
+$141.11 
UNH UnitedHealth Group Incorporated
+0.71%
+$217.13 
SPGP Invesco S&P 500 GARP ETF
+0.71%
+$15.3 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.7%
+$18,379.33 
MA Mastercard Incorporated
+0.7%
+$667.83 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$3,031.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$5,004 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$13.95 
IYW iShares U.S. Technology ETF
+0.62%
+$215.84 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$151.5 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$526.69 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$86,603.66 
VGT Vanguard Information Technology ETF
+0.6%
+$252 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$105.5 
DFIV Dimensional International Value ETF
+0.58%
+$214.18 
IVV iShares Core S&P 500 ETF
+0.58%
+$430 
VOO Vanguard S&P 500 ETF
+0.58%
+$9,817.19 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$757.17 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$147.26 
NULG Nuveen ESG Large-Cap Growth ETF
+0.56%
+$20,006.91 
J Jacobs Solutions Inc.
+0.56%
+$426 
GOOGL Alphabet Inc
+0.56%
+$2,718.01 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.55%
+$14,834.64 
HON Honeywell International Inc.
+0.54%
+$161.84 
CHD Church & Dwight Co., Inc.
+0.51%
+$136.22 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$91.98 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$3,443.55 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$8,245.86 
VXF Vanguard Extended Market ETF
+0.48%
+$567.72 
HSY The Hershey Company
+0.48%
+$329.56 
VT Vanguard Total World Stock ETF
+0.46%
+$1,487.52 
GOOG Alphabet Inc
+0.46%
+$984 
WMT Walmart Inc.
+0.45%
+$2,059.55 
PEP PepsiCo, Inc.
+0.4%
+$305.08 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$552.41 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$3,017.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$150,285.75 
AMGN Amgen Inc.
+0.34%
+$244 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.34%
+$8.16 
TDY Teledyne Technologies Incorporated
+0.31%
+$477.5 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.29%
+$21,596.08 
XOM Exxon Mobil Corporation
+0.29%
+$2,105.83 
SCHF Schwab International Equity ETF
+0.29%
+$924.96 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$169 
KNSL Kinsale Capital Group Inc.
+0.23%
+$145.27 
ADP Automatic Data Processing Inc.
+0.23%
+$89.76 
VUG Vanguard Growth ETF
+0.22%
+$80,959.38 
CW Curtiss-Wright Corporation
+0.2%
+$518.01 
EXR Extra Space Storage Inc.
+0.19%
+$14 
BNDX Vanguard Total International Bond ETF
+0.17%
+$36,645.6 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$1.65 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$130.9 
MSFT Microsoft Corp.
+0.13%
+$169.52 
IOO iShares Global 100 ETF
+0.1%
+$2.56 
GLD SPDR Gold Shares
+0.06%
+$6.44 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$0.66 
ORCL Oracle Corporation
+0.05%
+$34.2 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$8.71 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$547.23 
JKL iShares Morningstar Small-Cap Value ETF
+0.03%
+$6.76 
BNDW Vanguard Total World Bond ETF
+0.03%
+$22.02 
ANTM Anthem Inc
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
CTAS Cintas Corporation
-3.09%
-$1,011.6 
LMT Lockheed Martin Corporation
-1.53%
-$1,111.44 
AAPL Apple Inc.
-1.52%
-$24,385.5 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$1,005.6 
GOLF Acushnet Holdings Corp.
-1.28%
-$130.81 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.25%
-$455.26 
AMZN Amazon.com Inc
-1.21%
-$4,441.86 
IBM International Business Machines Corporation
-0.97%
-$267 
AVGO Broadcom Inc.
-0.94%
-$1,629 
CSCO Cisco Systems, Inc.
-0.6%
-$1,057.77 
HYBX TCW High Yield Bond ETF
-0.57%
-$381.43 
ETN Eaton Corporation plc
-0.55%
-$274.68 
UPS United Parcel Service, Inc.
-0.52%
-$44.63 
DHR Danaher Corporation
-0.36%
-$32.5 
MCK McKesson Corporation
-0.36%
-$232.4 
DIS The Walt Disney Company
-0.3%
-$30.5 
CRM Salesforce Inc
-0.25%
-$20.5 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$35 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$17,910.2 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$19,532.97 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$264.3 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$908.28 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$9,344.97 
LOW Lowe's Companies Inc.
-0.12%
-$135.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$777.96 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$29.92 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$1.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$91.56 Events
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Dividends
Dividend Analysis
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| Trades 1231 | Longs Won 746/1231 60% | Profit Factor 6.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $432,082.02 |
| Average Win $81,839.01 | Best Trade (Jun 12) $9.65M | Sharpe Ratio -8.91 |
| Average Loss -$18,355.83 | Worst Trade (Jun 10) -$2.06M | Z-Score 5.95 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 5d | Expectancy $42,363.39 |
| 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 | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
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Returns
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