Evoke Wealth, LLC Portfolio Holdings
Evoke Wealth, LLC
- $3.36 Billion
- Q1 2024
Evoke Wealth, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.36 Billion distributed in 401 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 $327M, World Gold Trust with a value of $276M, Tidal ETF Tr Rpar Risk Parity with a value of $259M, Flexshares Tr Morningstar Glob with a value of $141M, and Schwab Strategic Us Tips ETF with a value of $138M.
Examining the 13F form we can see an decrease of $1.29B in the current position value, from $4.64B to 3.36B.
Below you can find more details about Evoke Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.36 Billion
ETFs: $2.74 Billion
Technology: $158 Million
Financial Services: $98.7 Million
Communication Services: $75.3 Million
Healthcare: $63.3 Million
Consumer Cyclical: $62.6 Million
Industrials: $40.7 Million
Consumer Defensive: $27.8 Million
Other: $50.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 401
- Current Value $3.36 Billion
- Prior Value $4.64 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 34 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 178 stocks