Evoke Wealth, LLC Purchases in Q2 2025

Evoke Wealth, LLC

  • $4.37 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFX
Equifax Inc

Industrials
26
+ 0.22%
$205.5 - $280.54 $5.34K - $7.29K
11.7K $3.04B
PGF
Invesco Exchange Traded Fd Tr

ETFs
17.2K
+ 5.72%
$13.7 - $14.31 $236K - $246K
318K $4.49B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.97K
+ 73.0%
$45.98 - $56.15 $137K - $167K
7.05K $396M
ZTS
Zoetis Inc.

Healthcare
1.34K
+ 66.87%
$144.41 - $170.3 $193K - $228K
3.33K $520M
ZI
Zoom Info Technologies Inc.

Technology
18.3K
New
$7.41 - $10.31 $136K - $189K
18.3K $186M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.14K
+ 11.79%
$50.5 - $71.23 $57.4K - $80.9K
10.8K $728M
AMAT
Applied Materials Inc

Technology
342
+ 11.85%
$126.95 - $183.52 $43.4K - $62.8K
3.23K $591M
VLO
Valero Energy Corp

Energy
1.17K
+ 26.06%
$104.69 - $141.77 $123K - $166K
5.67K $762M
ICE
Intercontinental Exchange, Inc.

Financial Services
728
+ 26.62%
$151.62 - $183.47 $110K - $134K
3.46K $635M
ACN
Accenture PLC

Technology
765
+ 15.43%
$279.23 - $323.21 $214K - $247K
5.72K $1.71B
CI
Cigna Corp

Healthcare
475
+ 41.48%
$301.89 - $340.04 $143K - $162K
1.62K $535M
NVO
Novo Nordisk A S

Healthcare
2.4K
+ 44.0%
$58.08 - $81.05 $140K - $195K
7.87K $543M
AVEM
American Centy ETF Tr Avantis

ETFs
44
+ 0.24%
$53.08 - $68.54 $2.34K - $3.02K
18.5K $1.27B
KO
Coca Cola CO

Consumer Defensive
2.47K
+ 11.54%
$68.37 - $73.9 $169K - $182K
23.8K $1.7B
WEN
Wendy'S CO

Consumer Cyclical
17.3K
+ 124.79%
$11.11 - $14.72 $192K - $255K
31.2K $356M
USB
Us Bancorp \De\

Financial Services
3.02K
+ 62.4%
$36.4 - $45.76 $110K - $138K
7.85K $359M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.56K
+ 39.68%
$57.41 - $74.81 $89.7K - $117K
5.5K $409M
SHOP
Shopify Inc.

Technology
90
+ 1.28%
$76.89 - $115.35 $6.92K - $10.4K
7.13K $823M
AMT
American Tower Corp

Real Estate
642
+ 44.74%
$203.96 - $228.19 $131K - $146K
2.08K $463M
PK
Park Hotels & Resorts Inc.

Real Estate
14.2K
New
$8.85 - $11.18 $126K - $159K
14.2K $149M
ALL
Allstate Corp

Financial Services
780
+ 42.3%
$180.53 - $212.64 $141K - $166K
2.62K $531M
HON
Honeywell International Inc

Industrials
469
+ 26.63%
$182.86 - $232.88 $85.8K - $109K
2.23K $519M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.62K
+ 63.78%
$32.56 - $35.71 $150K - $165K
11.9K $395M
EEM
Ishares Msci Emerging Markets

ETFs
142
+ 0.47%
$38.52 - $48.28 $5.47K - $6.86K
30.4K $1.47B
ZM
Zoom Video Communications, Inc.

Technology
1.48K
+ 22.22%
$66.7 - $84.62 $98.6K - $125K
8.14K $634M
IEFA
Ishares Tr

ETFs
83
+ 0.48%
$67.83 - $84.09 $5.63K - $6.98K
17.4K $1.45B
ASML
Asml Holding Nv

Technology
76
+ 13.29%
$595.37 - $815.24 $45.2K - $62K
648 $519M
DE
Deere & CO

Industrials
205
+ 22.48%
$412.99 - $531.48 $84.7K - $109K
1.12K $570M
AIG
American International Group, Inc.

Financial Services
1.67K
+ 54.23%
$77.56 - $87.72 $130K - $147K
4.76K $407M
ADT
Adt Inc.

Industrials
16.2K
New
$7.54 - $8.6 $122K - $139K
16.2K $138M
DFUS
Dimensional ETF Tr U S Equity

ETFs
951
+ 8.36%
$53.65 - $67.02 $51K - $63.7K
12.3K $826M
USFD
Us Foods Holding Corp.

Consumer Defensive
1.29K
+ 38.35%
$60.47 - $79.12 $77.9K - $102K
4.65K $358M
AGI
Alamos Gold Inc

Basic Materials
6.07K
+ 4.44%
$23.81 - $30.33 $145K - $184K
143K $3.79B
ADP
Automatic Data Processing Inc

Industrials
357
+ 5.82%
$276.76 - $326.81 $98.8K - $117K
6.49K $2.01B
AMP
Ameriprise Financial Inc

Financial Services
177
+ 28.27%
$422.19 - $533.73 $74.7K - $94.5K
803 $429M
Harris Oakmark ETF Trust
2.49K
+ 5.12%
N/A
51.1K $1.31B
NEE
Nextera Energy Inc

Utilities
2.01K
+ 14.2%
$64.11 - $75.0 $129K - $151K
16.2K $1.12B
AMCR
Amcor PLC

Consumer Cyclical
12.9K
New
$8.57 - $9.81 $111K - $126K
12.9K $119M
Veralto Corp
1.08K
+ 41.63%
N/A
3.66K $370M
MPC
Marathon Petroleum Corp

Energy
445
+ 22.51%
$118.55 - $170.08 $52.8K - $75.7K
2.42K $402M
HDB
Hdfc Bank LTD

Financial Services
136
+ 1.35%
$63.78 - $77.48 $8.67K - $10.5K
10.2K $783M
DVY
Ishares Tr

ETFs
1.01K
+ 6.74%
$118.37 - $134.86 $120K - $137K
16.1K $2.13B
NVS
Novartis Ag

Healthcare
835
+ 45.41%
$101.96 - $121.01 $85.1K - $101K
2.67K $324M
DHI
Horton D R Inc

Consumer Cyclical
826
+ 39.37%
$115.1 - $129.63 $95.1K - $107K
2.92K $377M
AVDE
American Centy ETF Tr Avantis

ETFs
41
+ 0.31%
$59.32 - $74.36 $2.43K - $3.05K
13.4K $994M
D
Dominion Energy, Inc

Utilities
1.83K
+ 42.36%
$49.66 - $58.0 $90.8K - $106K
6.15K $347M
CTVA
Corteva, Inc.

Basic Materials
591
+ 11.29%
$55.52 - $74.53 $32.8K - $44K
5.83K $434M
NWL
Newell Brands Inc.

Consumer Defensive
19.3K
New
$4.48 - $6.27 $86.5K - $121K
19.3K $104M
RSG
Republic Services, Inc.

Industrials
403
+ 39.59%
$227.2 - $258.07 $91.6K - $104K
1.42K $350M
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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