Evoke Wealth, LLC Purchases in Q3 2025

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MOS
Mosaic CO

Basic Materials
7.83K
New
$30.93 - $37.81 $242K - $296K
7.83K $272M
ZM
Zoom Video Communications, Inc.

Technology
2.81K
+ 34.59%
$69.77 - $86.83 $196K - $244K
11K $903M
ES
Eversource Energy

Utilities
3.77K
New
$62.86 - $71.14 $237K - $268K
3.77K $268M
AWI
Armstrong World Industries Inc

Industrials
1.33K
New
$163.99 - $199.13 $219K - $266K
1.33K $261M
MRK
Merck & Co., Inc.

Healthcare
1.61K
+ 6.24%
$77.6 - $87.37 $125K - $141K
27.4K $2.32B
FNF
Fidelity National Financial, Inc.

Financial Services
4.25K
New
$51.22 - $61.07 $217K - $259K
4.25K $257M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.3K
+ 1.72%
$36.04 - $38.78 $46.7K - $50.3K
76.8K $2.96B
IDXX
Idexx Laboratories Inc

Healthcare
394
New
$514.61 - $682.78 $203K - $269K
394 $252M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.86K
+ 67.27%
$89.32 - $107.82 $166K - $201K
4.64K $500M
KLAC
Kla Corp

Technology
179
+ 59.67%
$843.9 - $1078.6 $151K - $193K
479 $518M
JHG
Janus Henderson Group PLC

Financial Services
5.58K
New
$39.46 - $45.37 $220K - $253K
5.58K $248M
OHI
Omega Healthcare Investors Inc

Real Estate
5.88K
New
$36.29 - $43.34 $213K - $255K
5.88K $248M
ROST
Ross Stores, Inc.

Consumer Cyclical
181
+ 2.07%
$127.59 - $152.81 $23.1K - $27.7K
8.94K $1.36B
VMC
Vulcan Materials CO

Basic Materials
33
+ 0.67%
$260.62 - $307.62 $8.6K - $10.2K
4.98K $1.53B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.83K
New
$26.38 - $27.95 $233K - $247K
8.83K $241M
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.53K
New
$94.03 - $117.16 $238K - $297K
2.53K $239M
BPOP
Popular, Inc.

Financial Services
1.83K
New
$111.3 - $128.04 $203K - $234K
1.83K $233M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.98K
New
$51.78 - $57.89 $206K - $230K
3.98K $229M
Pimco ETF Tr
7.86K
+ 15.05%
N/A
60.1K $1.61B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.89K
New
$76.16 - $78.59 $220K - $227K
2.89K $225M
IWD
Ishares Russell 1000 Val ETF

ETFs
738
+ 9.22%
$192.76 - $203.86 $142K - $150K
8.74K $1.78B
MCHI
Ishares Msci China ETF

ETFs
3.4K
New
$54.58 - $65.85 $186K - $224K
3.4K $224M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.38K
New
$59.11 - $67.35 $200K - $227K
3.38K $224M
KGC
Kinross Gold Corp

Basic Materials
9K
New
$15.19 - $24.85 $137K - $224K
9K $224M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.78K
New
$54.35 - $59.32 $205K - $224K
3.78K $223M
V
Visa Inc.

Financial Services
1.59K
+ 6.81%
$332.09 - $358.86 $527K - $569K
24.9K $8.49B
BIIB
Biogen Inc.

Healthcare
225
+ 1.71%
$122.68 - $148.84 $27.6K - $33.5K
13.4K $1.87B
VRSK
Verisk Analytics, Inc.

Industrials
880
New
$242.3 - $312.95 $213K - $275K
880 $221M
Barrick Mng Corp
6.75K
New
N/A
6.75K $221M
BOTZ
Global X Fds

ETFs
6.2K
New
$32.14 - $35.96 $199K - $223K
6.2K $220M
ROKU
Roku, Inc

Communication Services
2.19K
New
$79.98 - $101.78 $175K - $222K
2.19K $219M
MUB
Ishares National Muni Bond ETF

ETFs
2K
+ 81.14%
$103.24 - $106.68 $206K - $213K
4.47K $475M
TMUS
T Mobile Us, Inc.

Communication Services
904
+ 71.75%
$226.02 - $259.01 $204K - $234K
2.16K $518M
MO
Altria Group, Inc.

Consumer Defensive
2.83K
+ 77.45%
$57.75 - $67.68 $164K - $192K
6.49K $436M
MC
Moelis & CO

Financial Services
3.02K
New
$64.0 - $77.75 $193K - $235K
3.02K $215M
SCHW
Schwab Charles Corp

Financial Services
1.83K
+ 19.34%
$91.03 - $98.69 $167K - $181K
11.3K $1.08B
VZ
Verizon Communications Inc

Communication Services
4.48K
+ 17.23%
$40.84 - $45.06 $183K - $202K
30.5K $1.34B
MGM
Mgm Resorts International

Consumer Cyclical
6.17K
New
$34.18 - $39.77 $211K - $245K
6.17K $214M
HAS
Hasbro, Inc.

Consumer Cyclical
2.82K
New
$73.92 - $81.85 $208K - $230K
2.82K $214M
Bitwise Ethereum ETF
7.11K
New
N/A
7.11K $212M
NSC
Norfolk Southern Corp

Industrials
524
+ 43.13%
$259.49 - $300.41 $136K - $157K
1.74K $523M
DHI
Horton D R Inc

Consumer Cyclical
548
+ 18.74%
$129.82 - $184.04 $71.1K - $101K
3.47K $588M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
182
+ 5.27%
$567.09 - $607.37 $103K - $111K
3.64K $2.17B
MOH
Molina Healthcare, Inc.

Healthcare
1.48K
+ 215.43%
$152.31 - $306.29 $225K - $453K
2.17K $415M
FXI
Ishares Tr

ETFs
5.1K
New
$36.18 - $41.62 $185K - $212K
5.1K $210M
CVS
Cvs Health Corp

Healthcare
2.47K
+ 69.24%
$58.75 - $76.5 $145K - $189K
6.04K $456M
HSBC
Hsbc Holdings PLC

Financial Services
2.93K
New
$60.27 - $70.98 $177K - $208K
2.93K $208M
XLE
Energy Sector Spdr

ETFs
1.73K
+ 14.86%
$84.25 - $91.99 $146K - $160K
13.4K $1.2B
CROX
Crocs, Inc.

Consumer Cyclical
2.48K
New
$74.39 - $108.79 $185K - $270K
2.48K $207M
Activity Summary
Buys All Purchases 398 New Holdings 84 Increased Positions 314 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 4 Puts 4
Track This Portfolio

Track Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email