Evoke Wealth, LLC Purchases in Q3 2024

Evoke Wealth, LLC

  • $3.68 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
17.1K
New
$70.09 - $78.74 $1.2M - $1.35M
17.1K $1.33B
EFG
Msci Eafe Growth ETF

ETFs
12.4K
New
$96.84 - $108.77 $1.2M - $1.35M
12.4K $1.33B
MS
Morgan Stanley

Financial Services
12.8K
New
$92.07 - $106.96 $1.17M - $1.36M
12.8K $1.33B
CRM
Salesforce, Inc.

Technology
4.85K
New
$238.42 - $276.53 $1.16M - $1.34M
4.85K $1.33B
XLF
Financial Sector Spdr

ETFs
29.1K
New
$40.84 - $45.74 $1.19M - $1.33M
29.1K $1.32B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
32.1K
New
$36.98 - $41.55 $1.19M - $1.33M
32.1K $1.32B
VZ
Verizon Communications Inc

Communication Services
28.9K
New
$38.89 - $45.0 $1.12M - $1.3M
28.9K $1.3B
SCHX
Schwab Strategic Tr Us Large C

ETFs
19K
New
$61.11 - $67.85 $1.16M - $1.29M
19K $1.29B
DLY
Double Line Yield Opportunities Fund

N/A
76.7K
+ 479.28%
$15.67 - $16.79 $1.2M - $1.29M
92.7K $1.54B
ROST
Ross Stores, Inc.

Consumer Cyclical
8.41K
New
$136.06 - $155.24 $1.14M - $1.3M
8.41K $1.27B
AVEM
American Centy ETF Tr Avantis

ETFs
18.2K
New
$57.2 - $65.59 $1.04M - $1.2M
18.2K $1.18B
URA
Global X Uranium ETF

ETFs
40.2K
+ 478.07%
$23.18 - $31.26 $931K - $1.26M
48.6K $1.39B
VMC
Vulcan Materials CO

Basic Materials
4.46K
New
$231.83 - $274.51 $1.03M - $1.22M
4.46K $1.12B
KO
Coca Cola CO

Consumer Defensive
15.3K
New
$62.69 - $73.01 $962K - $1.12M
15.3K $1.11B
NEE
Nextera Energy Inc

Utilities
12.9K
New
$69.9 - $84.97 $903K - $1.1M
12.9K $1.09B
AMD
Advanced Micro Devices Inc

Technology
6.53K
New
$128.67 - $183.96 $840K - $1.2M
6.53K $1.07B
IEF
Ishares Barclays

ETFs
10.8K
New
$92.67 - $99.14 $1M - $1.07M
10.8K $1.06B
MCD
Mcdonalds Corp

Consumer Cyclical
2.98K
+ 110.45%
$245.82 - $304.51 $733K - $908K
5.68K $1.73B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.78K
New
$105.53 - $118.34 $927K - $1.04M
8.78K $1.03B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.85K
New
$147.95 - $191.05 $866K - $1.12M
5.85K $1.02B
PFE
Pfizer Inc

Healthcare
34.3K
New
$27.7 - $31.39 $951K - $1.08M
34.3K $994M
NEM
Newmont Corp

Basic Materials
18.5K
New
$41.65 - $55.85 $770K - $1.03M
18.5K $988M
CAT
Caterpillar Inc

Industrials
2.47K
New
$316.8 - $391.12 $783K - $967K
2.47K $967M
BIT
Black Rock Multi Sector Income Trust

Financial Services
61.8K
+ 349.19%
$14.44 - $15.2 $892K - $939K
79.5K $1.21B
PANW
Palo Alto Networks Inc

Technology
2.78K
New
$294.18 - $368.01 $817K - $1.02M
2.78K $949M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27K
New
$31.05 - $34.29 $838K - $925K
27K $925M
SBUX
Starbucks Corp

Consumer Cyclical
9.47K
New
$72.51 - $98.6 $686K - $933K
9.47K $923M
IBB
Ishares Biotechnology ETF

ETFs
5.91K
New
$135.09 - $149.47 $798K - $883K
5.91K $860M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9.67K
+ 16.35%
$55.06 - $62.25 $533K - $602K
68.8K $4.23B
PH
Parker Hannifin Corp

Industrials
1.33K
New
$501.01 - $635.92 $665K - $844K
1.33K $838M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.83K
New
$75.32 - $84.37 $740K - $829K
9.83K $822M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
39.9K
New
$19.97 - $21.86 $796K - $871K
39.9K $818M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.33K
+ 258.9%
$84.77 - $97.13 $706K - $809K
11.6K $1.11B
WAL
Western Alliance Bancorporation

Financial Services
9.23K
New
$61.15 - $88.41 $564K - $816K
9.23K $798M
BHK
Blackrock Core Bond Trust

Financial Services
52.5K
+ 47.21%
$10.55 - $12.06 $554K - $633K
164K $1.97B
MMM
3 M CO

Industrials
3.7K
+ 45.53%
$99.69 - $139.42 $369K - $516K
11.8K $1.62B
T
At&T Inc.

Communication Services
35.6K
New
$18.21 - $22.28 $648K - $792K
35.6K $782M
SHEL
Shell PLC

Energy
11.6K
New
$65.65 - $73.28 $761K - $850K
11.6K $765M
ACRE
Ares Commercial Real Estate Corp

Real Estate
105K
New
$6.53 - $7.92 $686K - $832K
105K $762M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.22K
New
$531.86 - $624.21 $649K - $762K
1.22K $755M
New York Cmnty Bancorp Inc
66.9K
New
N/A
66.9K $751M
AFL
Aflac Inc

Financial Services
6.6K
New
$88.52 - $111.8 $584K - $737K
6.6K $737M
CNI
Canadian National Railway CO

Industrials
6.17K
New
$110.1 - $123.65 $679K - $763K
6.17K $723M
Kenvue Inc
31.2K
New
N/A
31.2K $721M
GLW
Corning Inc

Technology
15.6K
New
$37.76 - $46.2 $588K - $719K
15.6K $703M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
49.3K
+ 421.37%
$13.62 - $15.59 $671K - $769K
61K $867M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.2K
+ 203.98%
$58.03 - $65.37 $591K - $666K
15.2K $983M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
17K
+ 78.41%
$32.04 - $37.11 $544K - $630K
38.6K $1.41B
IWS
Ishares Russell Midcap Value E

ETFs
5.07K
New
$119.52 - $132.25 $606K - $671K
5.07K $671M
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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