Evoke Wealth, LLC Portfolio Holdings

Evoke Wealth, LLC

  • $3.68 Trillion
  • Q3 2024

Evoke Wealth, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.68 Trillion distributed in 418 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $365B, World Gold Trust with a value of $342B, Tidal ETF Tr Rpar Risk Parity with a value of $274B, Vanguard Total Stock Market Et with a value of $152B, and Flexshares Tr Morningstar Glob with a value of $145B.

Examining the 13F form we can see an increase of $3.6T in the current position value, from $84.8B to 3.68T.

Below you can find more details about Evoke Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.68 Trillion
Technology: $189 Billion
ETFs: $153 Billion
Financial Services: $105 Billion
Communication Services: $82.6 Billion
Healthcare: $79.9 Billion
Consumer Cyclical: $68.5 Billion
Industrials: $42.6 Billion
Consumer Defensive: $30.2 Billion
Other: $48.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$365 Billion 9.9% of portfolio
632,097
Q3 2024 Added 39,729.68%
$7.74B
$342 Billion 9.28% of portfolio
6,556,986
Q3 2024 New
$0
$274 Billion 7.43% of portfolio
13,290,284
Q3 2024 New
$0
$152 Billion 4.12% of portfolio
534,641
Q3 2024 New
$0
$145 Billion 3.94% of portfolio
3,520,932
Q3 2024 Added 13,445.17%
$0
$136 Billion 3.68% of portfolio
2,529,193
Q3 2024 Added 31,526.77%
$0
$122 Billion 3.32% of portfolio
442,020
Q3 2024 New
$0
$122 Billion 3.32% of portfolio
1,108,080
Q3 2024 New
$0
$103 Billion 2.8% of portfolio
864,393
Q3 2024 New
$0
$86.7 Billion 2.35% of portfolio
856,187
Q3 2024 Added 20,808.11%
$0
$78.5 Billion 2.13% of portfolio
1,486,289
Q3 2024 Added 36,364.4%
$0
$74.7 Billion 2.03% of portfolio
141,147
Q3 2024 New
$0
$73.1 Billion 1.98% of portfolio
1,265,562
Q3 2024 New
$0
$71.6 Billion 1.94% of portfolio
124,448
Q3 2024 New
$0
$66.7 Billion 1.81% of portfolio
382,104
Q3 2024 New
$0
$64.7 Billion 1.76% of portfolio
1,629,710
Q3 2024 New
$3.85T
$58.6 Billion 1.59% of portfolio
251,677
Q3 2024 Added 8,888.46%
$0
$56.4 Billion 1.53% of portfolio
1,775,520
Q3 2024 Added 4,680.61%
$0
$56.5 Billion 1.53% of portfolio
471,893
Q3 2024 Added 19,562.21%
$0
$46.6 Billion 1.26% of portfolio
521,079
Q3 2024 Added 4,181.67%
$3.21T
$45.5 Billion 1.24% of portfolio
105,769
Q3 2024 New
$0
$44.9 Billion 1.22% of portfolio
938,489
Q3 2024 Added 19,111.65%
$0
$44.8 Billion 1.22% of portfolio
227,122
Q3 2024 New
$0
$42.9 Billion 1.17% of portfolio
702,501
Q3 2024 New
$0
$40.4 Billion 1.1% of portfolio
2,723,773
Q3 2024 Added 225.38%
$0
$35.8 Billion 0.97% of portfolio
1,305,344
Q3 2024 New
$0
$32.7 Billion 0.89% of portfolio
164,465
Q3 2024 Added 3,096.6%
$0
$30.6 Billion 0.83% of portfolio
311,565
Q3 2024 New
$1.29T
$27.9 Billion 0.76% of portfolio
48,763
Q3 2024 Added 4,776.3%
$0
$24.7 Billion 0.67% of portfolio
94,798
Q3 2024 Added 4,457.6%
$2.15T
$22.2 Billion 0.6% of portfolio
119,100
Q3 2024 New
$0
$21.5 Billion 0.58% of portfolio
435,562
Q3 2024 Added 2,214.36%
$1.01T
$21 Billion 0.57% of portfolio
126,848
Q3 2024 New
$345B
$16.3 Billion 0.44% of portfolio
133,948
Q3 2024 Added 2,578.96%
$0
$15.6 Billion 0.42% of portfolio
258,833
Q3 2024 Added 6,562.37%
$507B
$15.5 Billion 0.42% of portfolio
31,463
Q3 2024 New
$405B
$13 Billion 0.35% of portfolio
80,263
Q3 2024 New
$84B
$12.9 Billion 0.35% of portfolio
53,244
Q3 2024 New
$91.1B
$12.9 Billion 0.35% of portfolio
27,082
Q3 2024 New
$5.9B
$11.8 Billion 0.32% of portfolio
271,086
Q3 2024 New
$569B
$11.8 Billion 0.32% of portfolio
20,244
Q3 2024 New
$42.2B
$11.1 Billion 0.3% of portfolio
224,221
Q3 2024 New
$60.4B
$10.5 Billion 0.28% of portfolio
3,322
Q3 2024 New
$0
$10.2 Billion 0.28% of portfolio
115,643
Q3 2024 New
$0
$10.2 Billion 0.28% of portfolio
100,788
Q3 2024 Added 20.62%
$489B
$9.78 Billion 0.27% of portfolio
57,404
Q3 2024 New
$0
$9.51 Billion 0.26% of portfolio
19,459
Q3 2024 Added 4,139.43%
$147B
$8.99 Billion 0.24% of portfolio
76,502
Q3 2024 New
$225B
$8.94 Billion 0.24% of portfolio
52,545
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 418
  • Current Value $3.68 Trillion
  • Prior Value $84.8 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 319 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email