Evoke Wealth, LLC Purchases in Q2 2025

Evoke Wealth, LLC

  • $4.37 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IXJ
Ishares Global Healthcare ETF

ETFs
3.26K
New
$82.3 - $90.02 $268K - $294K
3.26K $281M
EVR
Evercore Inc.

Financial Services
1.04K
New
$163.77 - $271.5 $170K - $281K
1.04K $279M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
595
New
$328.01 - $475.68 $195K - $283K
595 $278M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.43K
+ 4.21%
$19.6 - $24.44 $67.2K - $83.8K
84.8K $2.07B
BMRN
Biomarin Pharmaceutical Inc

Healthcare
5.01K
New
$54.08 - $68.32 $271K - $342K
5.01K $275M
MELI
Mercadolibre Inc

Consumer Cyclical
72
+ 55.38%
$1794.73 - $2613.63 $129K - $188K
202 $528M
RGLD
Royal Gold Inc

Basic Materials
1.54K
New
$155.48 - $186.71 $239K - $287K
1.54K $274M
EIX
Edison International

Utilities
6.21K
+ 95.79%
$48.32 - $59.92 $300K - $372K
12.7K $655M
QCOM
Qualcomm Inc

Technology
947
+ 4.39%
$124.66 - $159.48 $118K - $151K
22.5K $3.59B
MKTX
Marketaxess Holdings Inc

Financial Services
1.22K
New
$203.19 - $231.09 $248K - $282K
1.22K $273M
DG
Dollar General Corp

Consumer Defensive
2.38K
New
$86.02 - $114.95 $204K - $273K
2.38K $272M
HCA
Hca Healthcare, Inc.

Healthcare
709
New
$317.61 - $387.52 $225K - $275K
709 $272M
UPS
United Parcel Service Inc

Industrials
2.93K
+ 106.32%
$91.92 - $110.2 $269K - $323K
5.68K $573M
IT
Gartner Inc

Technology
668
New
$377.5 - $449.52 $252K - $300K
668 $270M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.29K
New
$160.22 - $209.35 $206K - $270K
1.29K $270M
EQT
Eqt Corp

Energy
4.62K
New
$46.11 - $60.44 $213K - $279K
4.62K $269M
GLW
Corning Inc

Technology
3.07K
+ 19.61%
$39.07 - $52.59 $120K - $162K
18.7K $985M
AZN
Astrazeneca PLC

Healthcare
3.82K
New
$64.87 - $75.0 $247K - $286K
3.82K $267M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.84K
+ 106.92%
$105.69 - $140.64 $194K - $259K
3.56K $471M
A
Agilent Technologies, Inc.

Healthcare
2.25K
New
$99.29 - $120.52 $223K - $271K
2.25K $265M
LNG
Cheniere Energy, Inc.

Energy
1.09K
New
$197.25 - $244.33 $214K - $265K
1.09K $264M
CMI
Cummins Inc

Industrials
806
New
$267.12 - $336.65 $215K - $271K
806 $264M
ETSY
Etsy Inc

Consumer Cyclical
5.26K
New
$40.8 - $63.88 $214K - $336K
5.26K $264M
Pimco ETF Tr
9.61K
+ 22.54%
N/A
52.3K $1.39B
WMB
Williams Companies, Inc.

Energy
3.45K
+ 24.79%
$54.33 - $62.87 $187K - $217K
17.4K $1.09B
Jacobs Solutions Inc
973
+ 7.87%
N/A
13.3K $1.75B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
20
+ 0.09%
$48.48 - $67.3 $970 - $1.35K
22.8K $1.54B
EXEL
Exelixis, Inc.

Healthcare
5.83K
New
$34.13 - $46.26 $199K - $270K
5.83K $257M
SPGI
S&P Global Inc.

Financial Services
316
+ 6.95%
$438.31 - $527.29 $139K - $167K
4.86K $2.56B
NWSA
News Corp

Communication Services
8.52K
New
$23.97 - $29.72 $204K - $253K
8.52K $253M
GL
Globe Life Inc.

Financial Services
2.04K
New
$113.29 - $133.09 $231K - $271K
2.04K $253M
PINS
Pinterest, Inc.

Communication Services
7.06K
New
$24.21 - $35.95 $171K - $254K
7.06K $253M
RSP
Invesco S&P 500 Equal Weight E

ETFs
307
+ 1.33%
$152.93 - $181.74 $46.9K - $55.8K
23.4K $4.26B
Lam Research Corp
768
+ 10.67%
N/A
7.97K $777M
TRV
Travelers Companies, Inc.

Financial Services
921
+ 65.97%
$233.83 - $276.34 $215K - $255K
2.32K $620M
CVS
Cvs Health Corp

Healthcare
3.57K
New
$60.04 - $70.18 $214K - $251K
3.57K $246M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
880
New
$179.95 - $278.88 $158K - $245K
880 $245M
CCK
Crown Holdings Inc

Consumer Cyclical
2.37K
New
$78.47 - $104.45 $186K - $247K
2.37K $244M
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 9.15%
$4164.15 - $5789.24 $54.1K - $75.3K
155 $898M
HUM
Humana Inc

Healthcare
992
New
$224.93 - $295.04 $223K - $293K
992 $243M
ASH
Ashland Global Holdings Inc

Basic Materials
4.83K
New
$46.53 - $57.87 $225K - $279K
4.83K $243M
EOG
Eog Resources Inc

Energy
2.02K
New
$104.61 - $129.97 $212K - $263K
2.02K $242M
OSK
Oshkosh Corp

Industrials
2.11K
New
$79.17 - $113.62 $167K - $240K
2.11K $240M
TFC
Truist Financial Corp

Financial Services
5.54K
New
$34.79 - $42.99 $193K - $238K
5.54K $238M
EQIX
Equinix Inc

Real Estate
299
New
$740.07 - $914.43 $221K - $273K
299 $238M
Kayne Anderson Bdc Inc
15.2K
New
N/A
15.2K $238M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.28K
New
$99.97 - $129.69 $228K - $296K
2.28K $237M
TT
Trane Technologies PLC

Industrials
328
+ 35.5%
$315.21 - $437.41 $103K - $143K
1.25K $548M
EME
Emcor Group, Inc.

Industrials
438
New
$342.02 - $534.89 $150K - $234K
438 $234M
Activity Summary
Buys All Purchases 420 New Holdings 158 Increased Positions 262 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 1 Puts 13
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