Evoke Wealth, LLC Purchases in Q1 2025

Evoke Wealth, LLC

  • $3.83 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
1.57K
+ 14.61%
$91.17 - $95.39 $143K - $150K
12.3K $1.17B
NEM
Newmont Corp

Basic Materials
135
+ 0.88%
$37.79 - $48.39 $5.1K - $6.53K
15.4K $744M
Ishares Bitcoin Trust ETF
7.27K
+ 27.45%
N/A
33.7K $1.58B
ABC
Amerisourcebergen Corp

Healthcare
180
+ 8.67%
N/A
2.26K $627M
EFA
Ishares Tr Msci Eafe ETF

ETFs
947
+ 6.99%
$74.85 - $84.89 $70.9K - $80.4K
14.5K $1.18B
COST
Costco Wholesale Corp

Consumer Defensive
107
+ 5.45%
$890.62 - $1076.86 $95.3K - $115K
2.07K $1.96B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
16
+ 0.02%
$32.74 - $36.2 $524 - $579
98.8K $3.45B
ITA
Ishares Tr

ETFs
700
+ 12.73%
$144.84 - $159.5 $101K - $112K
6.2K $949M
CB
Chubb LTD

Financial Services
339
+ 18.73%
$257.71 - $301.99 $87.4K - $102K
2.15K $651M
ADP
Automatic Data Processing Inc

Industrials
235
+ 3.98%
$286.85 - $318.64 $67.4K - $74.9K
6.14K $1.88B
TMUS
T Mobile Us, Inc.

Communication Services
218
+ 13.97%
$211.3 - $272.83 $46.1K - $59.5K
1.78K $474M
SPGI
S&P Global Inc.

Financial Services
168
+ 3.84%
$478.26 - $543.77 $80.3K - $91.4K
4.55K $2.31B
EFG
Msci Eafe Growth ETF

ETFs
903
+ 7.99%
$96.1 - $106.37 $86.8K - $96.1K
12.2K $1.22B
SHEL
Shell PLC

Energy
15
+ 0.13%
$62.84 - $73.29 $943 - $1.1K
11.6K $852M
CSCO
Cisco Systems, Inc.

Technology
563
+ 1.59%
$58.74 - $64.87 $33.1K - $36.5K
35.9K $2.22B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
269
+ 16.28%
$208.48 - $244.03 $56.1K - $65.6K
1.92K $469M
TMO
Thermo Fisher Scientific Inc.

Healthcare
287
+ 24.34%
$497.6 - $606.74 $143K - $174K
1.47K $730M
ELV
Elevance Health, Inc.

Healthcare
166
+ 26.99%
$365.9 - $436.25 $60.7K - $72.4K
781 $340M
PLTR
Palantir Technologies Inc.

Technology
887
+ 22.64%
$64.98 - $124.62 $57.6K - $111K
4.8K $405M
UBER
Uber Technologies, Inc

Technology
449
+ 7.51%
$63.17 - $81.49 $28.4K - $36.6K
6.43K $468M
DUK
Duke Energy Corp

Utilities
581
+ 22.78%
$105.87 - $121.97 $61.5K - $70.9K
3.13K $382M
CTAS
Cintas Corp

Industrials
381
+ 31.2%
$182.09 - $208.14 $69.4K - $79.3K
1.6K $329M
IBM
International Business Machines Corp

Technology
65
+ 2.18%
$217.4 - $264.74 $14.1K - $17.2K
3.05K $758M
SBUX
Starbucks Corp

Consumer Cyclical
360
+ 3.78%
$91.75 - $115.81 $33K - $41.7K
9.87K $969M
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
83
+ 0.26%
$7.4 - $12.6 $614 - $1.05K
32.4K $374M
ECC
Eagle Point Credit CO Inc.

Financial Services
12.4K
New
$7.7 - $9.14 $95.1K - $113K
12.4K $100M
XLF
Financial Sector Spdr

ETFs
1.01K
+ 3.17%
$47.32 - $52.19 $47.7K - $52.7K
32.9K $1.64B
LEG
Leggett & Platt Inc

Consumer Cyclical
12.3K
New
$7.91 - $11.06 $97.1K - $136K
12.3K $97.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.16K
+ 14.37%
$56.51 - $62.98 $65.6K - $73.1K
9.23K $560M
UNP
Union Pacific Corp

Industrials
69
+ 0.71%
$225.21 - $254.42 $15.5K - $17.6K
9.74K $2.3B
CI
Cigna Corp

Healthcare
109
+ 10.52%
$274.49 - $329.0 $29.9K - $35.9K
1.15K $377M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
459
+ 55.5%
$221.78 - $273.45 $102K - $126K
1.29K $293M
TRV
Travelers Companies, Inc.

Financial Services
224
+ 19.11%
$232.43 - $265.13 $52.1K - $59.4K
1.4K $369M
WMB
Williams Companies, Inc.

Energy
152
+ 1.1%
$54.02 - $61.09 $8.21K - $9.29K
13.9K $832M
ZS
Zscaler, Inc.

Technology
312
+ 25.51%
$181.66 - $216.87 $56.7K - $67.7K
1.54K $305M
CHD
Church & Dwight CO Inc

Consumer Defensive
119
+ 0.91%
$101.42 - $113.2 $12.1K - $13.5K
13.2K $1.46B
PANW
Palo Alto Networks Inc

Technology
892
+ 14.72%
$167.82 - $208.28 $150K - $186K
6.95K $1.19B
CBRE
Cbre Group, Inc.

Real Estate
642
+ 14.58%
$121.79 - $147.13 $78.2K - $94.5K
5.05K $660M
C
Citigroup Inc

Financial Services
1.12K
+ 34.74%
$67.23 - $84.63 $75K - $94.4K
4.33K $307M
QCOM
Qualcomm Inc

Technology
521
+ 2.47%
$151.94 - $175.86 $79.2K - $91.6K
21.6K $3.32B
AVDE
American Centy ETF Tr Avantis

ETFs
209
+ 1.59%
$60.63 - $68.55 $12.7K - $14.3K
13.4K $887M
HOOD
Robinhood Markets, Inc.

Technology
1.09K
+ 15.3%
$35.63 - $65.28 $38.7K - $70.8K
8.18K $340M
DRI
Darden Restaurants Inc

Consumer Cyclical
167
+ 9.15%
$180.02 - $208.56 $30.1K - $34.8K
1.99K $414M
EVRG
Evergy, Inc.

Utilities
323
+ 4.77%
$59.9 - $69.52 $19.3K - $22.5K
7.1K $489M
BSX
Boston Scientific Corp

Healthcare
297
+ 8.39%
$89.38 - $106.18 $26.5K - $31.5K
3.84K $387M
EPD
Enterprise Products Partners L.P.

Energy
1.49K
+ 20.71%
$31.75 - $34.14 $47.3K - $50.9K
8.69K $297M
VLO
Valero Energy Corp

Energy
228
+ 5.34%
$121.76 - $142.99 $27.8K - $32.6K
4.5K $594M
JCI
Johnson Controls International PLC

Industrials
806
+ 26.72%
$76.12 - $90.6 $61.4K - $73K
3.82K $308M
Jpmorgan Chase Finl CO LLC
113
+ 0.53%
N/A
21.4K $694M
Activity Summary
Buys All Purchases 254 New Holdings 37 Increased Positions 217 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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