Evoke Wealth, LLC Purchases in Q3 2024

Evoke Wealth, LLC

  • $3.68 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
631K
+ 39729.68%
$520.18 - $576.82 $328M - $364M
632K $365B
GLDM
World Gold Trust

ETFs
6.56M
New
$46.2 - $53.01 $303M - $348M
6.56M $342B
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
13.3M
New
$18.91 - $20.63 $251M - $274M
13.3M $274B
VTI
Vanguard Total Stock Market Et

ETFs
535K
New
$255.18 - $283.2 $136M - $151M
535K $152B
GUNR
Flexshares Tr Morningstar Glob

ETFs
3.49M
+ 13445.17%
$38.51 - $41.48 $135M - $145M
3.52M $145B
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.52M
+ 31526.77%
$51.58 - $53.79 $130M - $136M
2.53M $136B
TIP
Ishares Tr Tips Bd ETF

ETFs
1.11M
New
$105.92 - $110.83 $117M - $123M
1.11M $122B
OEF
Ishares S&P 100 ETF

ETFs
442K
New
$266.03 - $266.03 $118M - $118M
442K $122B
ACWI
Ishares Msci Acwi ETF

ETFs
864K
New
$107.24 - $119.84 $92.7M - $104M
864K $103B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
852K
+ 20808.11%
$96.25 - $101.98 $82M - $86.9M
856K $86.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
141K
New
$475.2 - $527.7 $67.1M - $74.5M
141K $74.7B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.27M
New
$53.17 - $58.71 $67.3M - $74.3M
1.27M $73.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
124K
New
$517.38 - $573.86 $64.4M - $71.4M
124K $71.6B
VTV
Vanguard Value ETF

ETFs
382K
New
$159.75 - $174.57 $61M - $66.7M
382K $66.7B
DFAU
Dimensional ETF Tr

ETFs
1.63M
New
$35.8 - $39.69 $58.3M - $64.7M
1.63M $64.7B
MBB
Ishares Tr

ETFs
643K
New
$90.85 - $96.66 $58.4M - $62.2M
643K $61.6B
AAPL
Apple Inc.

Technology
249K
+ 8888.46%
$207.23 - $234.82 $51.6M - $58.4M
252K $58.6B
VT
Vanguard Total World Stk Index

ETFs
469K
+ 19562.21%
$107.72 - $119.96 $50.6M - $56.3M
472K $56.5B
DFAI
Dimensional ETF Tr

ETFs
1.74M
+ 4680.61%
$28.69 - $32.06 $49.9M - $55.7M
1.78M $56.4B
VTWO
Vanguard Russell 2000 ETF

ETFs
509K
+ 4181.67%
$81.17 - $90.77 $41.3M - $46.2M
521K $46.6B
MSFT
Microsoft Corp

Technology
106K
New
$395.15 - $467.56 $41.8M - $49.5M
106K $45.5B
IVE
Ishares S&P 500 Value ETF

ETFs
227K
New
$181.06 - $197.17 $41.1M - $44.8M
227K $44.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
934K
+ 19111.65%
$41.9 - $48.26 $39.1M - $45.1M
938K $44.9B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
703K
New
$56.04 - $62.99 $39.4M - $44.3M
703K $42.9B
DFAE
Dimensional ETF Tr

ETFs
1.31M
New
$24.46 - $27.82 $31.9M - $36.3M
1.31M $35.8B
VIG
Vanguard Dividend Appreciation

ETFs
159K
+ 3096.6%
$182.15 - $182.15 $29M - $29M
164K $32.7B
TLT
Ishares Barclays 20+ Year Trea

ETFs
312K
New
$89.91 - $101.33 $28M - $31.6M
312K $30.6B
UPAR
Tidal ETF Tr
1.89M
+ 225.38%
$13.35 - $14.91 $25.2M - $28.1M
2.72M $40.4B
META
Meta Platforms, Inc.

Communication Services
47.8K
+ 4776.3%
$453.41 - $572.44 $21.7M - $27.3M
48.8K $27.9B
VONE
Vanguard Russell 1000 ETF

ETFs
92.7K
+ 4457.6%
$234.0 - $260.07 $21.7M - $24.1M
94.8K $24.7B
AMZN
Amazon Com Inc

Consumer Cyclical
119K
New
$161.02 - $200.0 $19.2M - $23.8M
119K $22.2B
GOOGL
Alphabet Inc.

Communication Services
127K
New
$148.65 - $191.18 $18.9M - $24.3M
127K $21B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
417K
+ 2214.36%
$48.06 - $49.39 $20M - $20.6M
436K $21.5B
NVDA
Nvidia Corp

Technology
129K
+ 2578.96%
$98.91 - $134.91 $12.8M - $17.4M
134K $16.3B
MA
Mastercard Inc

Financial Services
31.5K
New
$429.6 - $500.99 $13.5M - $15.8M
31.5K $15.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
255K
+ 6562.37%
$57.8 - $60.8 $14.7M - $15.5M
259K $15.6B
JNJ
Johnson & Johnson

Healthcare
80.3K
New
$145.48 - $167.38 $11.7M - $13.4M
80.3K $13B
GLD
Spdr Gold Trust

ETFs
53.2K
New
$215.56 - $246.98 $11.5M - $13.2M
53.2K $12.9B
MCO
Moodys Corp

Financial Services
27.1K
New
$421.49 - $494.67 $11.4M - $13.4M
27.1K $12.9B
UNH
Unitedhealth Group Inc

Healthcare
20.2K
New
$488.01 - $604.18 $9.88M - $12.2M
20.2K $11.8B
DOCS
Doximity, Inc.

Healthcare
271K
New
$25.5 - $43.57 $6.91M - $11.8M
271K $11.8B
IAU
Ishares Gold Trust

ETFs
224K
New
$44.06 - $50.5 $9.88M - $11.3M
224K $11.1B
AZO
Autozone Inc

Consumer Cyclical
3.32K
New
$2815.0 - $3212.87 $9.35M - $10.7M
3.32K $10.5B
XLE
Energy Sector Spdr

ETFs
116K
New
$84.35 - $93.39 $9.75M - $10.8M
116K $10.2B
ORCL
Oracle Corp

Technology
57.4K
New
$125.9 - $170.35 $7.23M - $9.78M
57.4K $9.78B
QQQ
Invesco Qqq Trust, Series 1

ETFs
19K
+ 4139.43%
$434.77 - $502.96 $8.26M - $9.56M
19.5K $9.51B
TJX
Tjx Companies Inc

Consumer Cyclical
76.5K
New
$107.93 - $120.23 $8.26M - $9.2M
76.5K $8.99B
PEP
Pepsico Inc

Consumer Defensive
52.5K
New
$161.9 - $179.3 $8.51M - $9.42M
52.5K $8.94B
Linde PLC
17.9K
New
N/A
17.9K $8.52B
Activity Summary
Buys All Purchases 392 New Holdings 319 Increased Positions 73 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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