Evoke Wealth, LLC Purchases in Q1 2025

Evoke Wealth, LLC

  • $3.83 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
5.48K
+ 10.87%
$37.31 - $43.82 $205K - $240K
55.9K $2.11B
EEM
Ishares Msci Emerging Markets

ETFs
170
+ 0.57%
$40.81 - $45.34 $6.94K - $7.71K
30.3K $1.32B
WELL
Welltower Inc.

Real Estate
37
+ 1.77%
$124.05 - $156.86 $4.59K - $5.8K
2.13K $326M
CMCSA
Comcast Corp

Communication Services
1.68K
+ 23.09%
$33.19 - $38.23 $55.9K - $64.4K
8.98K $331M
INTC
Intel Corp

Technology
1.25K
+ 12.12%
$19.1 - $27.39 $23.8K - $34.1K
11.5K $262M
FOX
Fox Corp Cl B (De)

Communication Services
60
+ 0.82%
$45.64 - $54.23 $2.74K - $3.25K
7.37K $388M
MPC
Marathon Petroleum Corp

Energy
297
+ 17.68%
$134.72 - $159.03 $40K - $47.2K
1.98K $288M
ALL
Allstate Corp

Financial Services
135
+ 7.9%
$180.99 - $210.18 $24.4K - $28.4K
1.84K $384M
GD
General Dynamics Corp

Industrials
121
+ 5.79%
$241.94 - $272.58 $29.3K - $33K
2.21K $603M
MSI
Motorola Solutions, Inc.

Technology
185
+ 15.3%
$411.73 - $482.1 $76.2K - $89.2K
1.39K $611M
Fidelity Wise Origin Bitcoin
2K
+ 19.75%
N/A
12.1K $873M
ZTS
Zoetis Inc.

Healthcare
248
+ 14.17%
$156.48 - $175.67 $38.8K - $43.6K
2K $329M
SCHW
Schwab Charles Corp

Financial Services
216
+ 3.46%
$71.24 - $83.64 $15.4K - $18.1K
6.47K $506M
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 15.45%
$4295.4 - $5141.88 $81.6K - $97.7K
142 $655M
Ge Vernova Inc
202
+ 23.76%
N/A
1.05K $321M
QUAL
Ishares Msci Usa Quality Facto

ETFs
337
+ 13.4%
$168.16 - $186.21 $56.7K - $62.8K
2.85K $487M
GM
General Motors CO

Consumer Cyclical
2.07K
+ 21.99%
$45.22 - $54.92 $93.7K - $114K
11.5K $541M
ASML
Asml Holding Nv

Technology
79
+ 16.02%
$662.63 - $776.99 $52.3K - $61.4K
572 $379M
AVUS
American Centy ETF Tr Avantis

ETFs
513
+ 20.11%
$90.7 - $101.57 $46.5K - $52.1K
3.06K $283M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
572
+ 8.58%
$30.38 - $34.94 $17.4K - $20K
7.24K $249M
KLAC
Kla Corp

Technology
17
+ 3.8%
$636.62 - $777.63 $10.8K - $13.2K
464 $315M
WMT
Walmart Inc.

Consumer Defensive
1.03K
+ 4.53%
$84.5 - $105.05 $86.9K - $108K
23.7K $2.09B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
984
+ 12.86%
$27.01 - $28.54 $26.6K - $28.1K
8.64K $241M
CTVA
Corteva, Inc.

Basic Materials
20
+ 0.38%
$55.94 - $66.15 $1.12K - $1.32K
5.23K $329M
AVEM
American Centy ETF Tr Avantis

ETFs
105
+ 0.57%
$57.11 - $62.4 $6K - $6.55K
18.4K $1.11B
WEN
Wendy'S CO

Consumer Cyclical
3.25K
+ 30.6%
$14.17 - $16.17 $46.1K - $52.6K
13.9K $203M
NEE
Nextera Energy Inc

Utilities
546
+ 4.01%
$66.96 - $76.16 $36.6K - $41.6K
14.2K $1B
DVAX
Dynavax Technologies Corp

Healthcare
901
+ 1.54%
$12.39 - $14.4 $11.2K - $13K
59.3K $769M
PSX
Phillips 66

Energy
38
+ 2.09%
$113.93 - $131.55 $4.33K - $5K
1.86K $229M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
42
+ 0.35%
$126.11 - $135.06 $5.3K - $5.67K
12.2K $1.57B
NET
Cloudflare, Inc.

Technology
95
+ 4.26%
$110.71 - $176.5 $10.5K - $16.8K
2.32K $262M
WFC
Wells Fargo & Company

Financial Services
121
+ 1.61%
$66.78 - $81.42 $8.08K - $9.85K
7.65K $549M
APLD
Applied Blockchain, Inc.

Financial Services
12.2K
+ 50.88%
$5.62 - $10.65 $68.6K - $130K
36.2K $203M
REKR
Rekor Systems, Inc.

Technology
22.4K
New
$0.89 - $2.63 $20K - $59K
22.4K $19.9M
ISRG
Intuitive Surgical Inc

Healthcare
96
+ 8.83%
$476.63 - $610.45 $45.8K - $58.6K
1.18K $586M
REXR
Rexford Industrial Realty, Inc.

Real Estate
161
+ 0.67%
$37.17 - $41.44 $5.98K - $6.67K
24.3K $963M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.71K
+ 6.74%
$32.42 - $36.13 $55.3K - $61.6K
27K $890M
Pimco ETF Tr
4
+ 0.01%
N/A
42.6K $1.12B
SENS
Senseonics Holdings, Inc.

Healthcare
15K
New
$0.43 - $1.31 $6.45K - $19.7K
15K $9.84M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
2.58K
+ 20.18%
$3.75 - $4.08 $9.68K - $10.5K
15.4K $59.6M
AMP
Ameriprise Financial Inc

Financial Services
74
+ 13.41%
$472.29 - $575.13 $34.9K - $42.6K
626 $303M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
305
+ 0.2%
$12.53 - $13.05 $3.82K - $3.98K
151K $1.91B
Grayscale Ethereum Mini Tr E
10.1K
+ 85.59%
N/A
21.9K $376M
CYBR
Cyber Ark Software Ltd.

Technology
5
+ 0.65%
$312.8 - $414.31 $1.56K - $2.07K
779 $263M
AMAT
Applied Materials Inc

Technology
341
+ 13.4%
$145.06 - $195.51 $49.5K - $66.7K
2.89K $419M
VBR
Vanguard Small Cap Value ETF

ETFs
324
+ 6.79%
$183.02 - $207.75 $59.3K - $67.3K
5.1K $950M
UPS
United Parcel Service Inc

Industrials
354
+ 14.76%
$109.66 - $136.26 $38.8K - $48.2K
2.75K $303M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
21
+ 0.78%
$96.18 - $109.82 $2.02K - $2.31K
2.73K $281M
FTV
Fortive Corp

Technology
65
+ 2.16%
$71.82 - $82.98 $4.67K - $5.39K
3.08K $225M
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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