Evoke Wealth, LLC Purchases in Q3 2024

Evoke Wealth, LLC

  • $3.68 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
2.2K
New
$279.51 - $308.09 $614K - $677K
2.2K $664M
IWV
Ishares Russell 3000 ETF

ETFs
1.92K
+ 108.39%
$294.75 - $326.73 $567K - $629K
3.7K $1.21B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.15K
New
$523.84 - $572.02 $603K - $659K
1.15K $658M
VCR
Vanguard Consumer Discretionar

ETFs
1.91K
New
$291.88 - $341.94 $559K - $654K
1.91K $653M
IBM
International Business Machines Corp

Technology
2.95K
New
$175.1 - $223.38 $516K - $658K
2.95K $652M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.31K
New
$217.89 - $392.15 $502K - $904K
2.31K $647M
NVO
Novo Nordisk A S

Healthcare
5.25K
New
$119.07 - $145.42 $625K - $763K
5.25K $625M
Jpmorgan Chase Finl CO LLC
21.9K
New
N/A
21.9K $624M
WMB
Williams Companies, Inc.

Energy
13.5K
New
$41.24 - $46.22 $559K - $626K
13.5K $618M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.4K
New
$54.98 - $59.51 $571K - $618K
10.4K $618M
ROK
Rockwell Automation, Inc

Industrials
2.29K
New
$248.27 - $294.37 $569K - $674K
2.29K $615M
PFF
Ishares Trust Ishares Pfd And

ETFs
18K
New
$31.18 - $33.5 $562K - $604K
18K $599M
VLO
Valero Energy Corp

Energy
4.43K
New
$132.81 - $163.48 $588K - $724K
4.43K $598M
GBDC
Golub Capital Bdc, Inc.

Financial Services
39.3K
New
$14.36 - $16.0 $565K - $630K
39.3K $594M
KKR
Kkr & Co. Inc.

Financial Services
4.53K
New
$104.51 - $133.23 $473K - $603K
4.53K $591M
PAYC
Paycom Software, Inc.

Technology
3.51K
New
$140.16 - $173.86 $492K - $610K
3.51K $585M
LMT
Lockheed Martin Corp

Industrials
996
New
$460.3 - $584.56 $458K - $582K
996 $582M
SRE
Sempra Energy

Utilities
5.19K
+ 27.89%
$74.97 - $84.04 $389K - $436K
23.8K $2.01B
BX
Blackstone Inc.

Financial Services
3.74K
New
$120.77 - $159.66 $452K - $597K
3.74K $573M
GE
General Electric CO

Industrials
2.98K
New
$156.66 - $189.66 $467K - $566K
2.98K $563M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.77K
New
$103.87 - $117.59 $495K - $561K
4.77K $559M
VFH
Vanguard Financial ETF

ETFs
5.01K
New
$99.27 - $111.21 $498K - $557K
5.01K $554M
CBRE
Cbre Group, Inc.

Real Estate
4.29K
New
$85.97 - $124.48 $368K - $534K
4.29K $534M
GIS
General Mills Inc

Consumer Defensive
7.19K
New
$62.5 - $75.15 $449K - $540K
7.19K $531M
AVDE
American Centy ETF Tr Avantis

ETFs
7.5K
+ 132.72%
$60.09 - $67.67 $451K - $508K
13.2K $881M
INDY
Ishares India 50 ETF

ETFs
9.37K
New
$52.68 - $57.25 $493K - $536K
9.37K $527M
ITA
Ishares Tr

ETFs
3.3K
+ 183.33%
$131.58 - $149.64 $434K - $494K
5.1K $763M
GOLD
Barrick Gold Corp

Basic Materials
26K
New
$16.56 - $21.01 $430K - $546K
26K $517M
BLK
Black Rock Inc.

Financial Services
543
New
$782.27 - $949.51 $425K - $516K
543 $516M
SHOP
Shopify Inc.

Technology
6.43K
New
$52.26 - $80.75 $336K - $519K
6.43K $515M
ARCC
Ares Capital Corp

Financial Services
24.6K
New
$19.8 - $21.28 $487K - $524K
24.6K $515M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.07K
New
$56.47 - $63.69 $456K - $514K
8.07K $508M
CB
Chubb LTD

Financial Services
1.74K
New
$252.51 - $292.2 $439K - $508K
1.74K $503M
DFIV
Dimensional ETF Tr

ETFs
13.2K
New
$34.66 - $38.38 $456K - $505K
13.2K $501M
VEEV
Veeva Systems Inc

Healthcare
2.36K
New
$180.43 - $223.9 $425K - $528K
2.36K $495M
VDC
Vanguard Consumer Staples ETF

ETFs
2.25K
New
$201.77 - $221.32 $454K - $498K
2.25K $495M
AINV
Apollo Investment Corp

Financial Services
36.8K
New
N/A
36.8K $493M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
9.64K
New
$41.22 - $51.19 $397K - $493K
9.64K $470M
Pimco ETF Tr
17.3K
+ 176.92%
N/A
27K $720M
SYY
Sysco Corp

Consumer Defensive
5.98K
New
$69.16 - $78.98 $414K - $473K
5.98K $467M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10.8K
+ 146.81%
$38.51 - $41.69 $415K - $449K
18.1K $755M
HON
Honeywell International Inc

Industrials
2.26K
New
$196.73 - $220.21 $444K - $497K
2.26K $467M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
6.29K
New
$68.51 - $90.46 $431K - $569K
6.29K $467M
SIL
Global X Silver Miners ETF

ETFs
13.3K
New
$29.58 - $37.45 $393K - $498K
13.3K $467M
Six Flags Entertainment Corp
11.5K
New
N/A
11.5K $465M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
988
New
$460.0 - $505.78 $454K - $500K
988 $459M
BKNG
Booking Holdings Inc.

Consumer Cyclical
108
New
$3305.62 - $4268.05 $357K - $461K
108 $455M
VIS
Vanguard Industrial ETF

ETFs
1.74K
New
$232.12 - $260.07 $404K - $453K
1.74K $454M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
40.5K
New
$10.66 - $11.31 $431K - $458K
40.5K $452M
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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