Evoke Wealth, LLC Purchases in Q2 2025

Evoke Wealth, LLC

  • $4.37 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Forrester Resh Inc
10.1K
New
N/A
10.1K $99.7M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1K
+ 46.07%
$84.41 - $106.28 $84.6K - $106K
3.18K $302M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
9.45K
+ 3.93%
$10.51 - $11.34 $99.3K - $107K
250K $2.81B
CMCSA
Comcast Corp

Communication Services
2.73K
+ 30.41%
$32.84 - $36.72 $89.7K - $100K
11.7K $418M
SAN
Banco Santander, S.A.

Financial Services
10.1K
New
$5.72 - $8.32 $57.6K - $83.8K
10.1K $83.6M
WELL
Welltower Inc.

Real Estate
504
+ 23.72%
$136.49 - $155.22 $68.8K - $78.2K
2.63K $404M
T
At&T Inc.

Communication Services
1.87K
+ 5.19%
$26.33 - $28.94 $49.3K - $54.2K
38K $1.1B
VGSH
Vanguard

ETFs
1.28K
+ 4.2%
$58.32 - $58.95 $74.4K - $75.2K
31.6K $1.86B
AEP
American Electric Power CO Inc

Utilities
800
+ 41.82%
$98.59 - $109.11 $78.9K - $87.3K
2.71K $281M
MQ
Marqeta, Inc.

Technology
633
+ 1.68%
$3.71 - $5.88 $2.35K - $3.72K
38.4K $224M
CNI
Canadian National Railway CO

Industrials
195
+ 3.19%
$92.66 - $108.13 $18.1K - $21.1K
6.31K $656M
ATAI
Atai Life Sciences N.V.

Healthcare
26.6K
New
$1.21 - $2.49 $32.2K - $66.2K
26.6K $58.3M
TTWO
Take Two Interactive Software Inc

Communication Services
39
+ 3.13%
$194.58 - $243.05 $7.59K - $9.48K
1.29K $313M
LYG
Lloyds Banking Group PLC

Financial Services
11K
New
$3.32 - $4.29 $36.5K - $47.2K
11K $46.7M
K
Kellogg CO

Consumer Defensive
752
+ 16.79%
$77.85 - $82.88 $58.5K - $62.3K
5.23K $416M
SHEL
Shell PLC

Energy
1.12K
+ 9.67%
$59.75 - $73.05 $67.2K - $82.1K
12.7K $898M
S
Sentinel One, Inc.

Technology
1.66K
+ 1.17%
$16.17 - $20.34 $26.9K - $33.8K
144K $2.63B
ROST
Ross Stores, Inc.

Consumer Cyclical
352
+ 4.18%
$126.62 - $154.26 $44.6K - $54.3K
8.76K $1.12B
UGL
Pro Shares Trust Ii

ETFs
13K
+ 300.0%
$33.88 - $151.78 $442K - $1.98M
17.4K $603M
BUSE
First Busey Corp

Financial Services
620
+ 3.22%
$19.2 - $23.42 $11.9K - $14.5K
19.9K $454M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
5.8K
+ 10.87%
$8.6 - $9.49 $49.9K - $55K
59.2K $528M
WIT
Wipro LTD

Technology
10.9K
New
$2.7 - $3.09 $29.4K - $33.6K
10.9K $32.9M
BIIB
Biogen Inc.

Healthcare
1.32K
+ 11.13%
$113.38 - $135.49 $149K - $178K
13.1K $1.65B
Ea Series Trust
322
+ 0.79%
N/A
41.1K $1.21B
INGR
Ingredion Inc

Consumer Defensive
193
+ 10.09%
$123.22 - $140.95 $23.8K - $27.2K
2.11K $285M
RIG
Transocean Ltd.

Energy
10.4K
New
$2.13 - $3.32 $22.1K - $34.5K
10.4K $26.9M
FOX
Fox Corp Cl B (De)

Communication Services
668
+ 9.06%
$43.81 - $53.0 $29.3K - $35.4K
8.04K $415M
ECC
Eagle Point Credit CO Inc.

Financial Services
4K
+ 32.38%
$6.94 - $8.31 $27.8K - $33.2K
16.4K $125M
VZ
Verizon Communications Inc

Communication Services
1.75K
+ 7.21%
$41.67 - $45.62 $72.8K - $79.7K
26K $1.13B
OZK
Bank Ozk

Financial Services
133
+ 2.64%
$37.58 - $47.34 $5K - $6.3K
5.18K $244M
MDT
Medtronic PLC

Healthcare
316
+ 9.74%
$80.68 - $88.86 $25.5K - $28.1K
3.56K $313M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
8K
+ 3.24%
$10.29 - $11.24 $82.3K - $89.9K
255K $2.8B
LEN
Lennar Corp

Consumer Cyclical
228
+ 11.68%
$102.76 - $115.66 $23.4K - $26.4K
2.18K $241M
DLY
Double Line Yield Opportunities Fund

N/A
4K
+ 4.32%
$14.45 - $16.11 $57.8K - $64.4K
96.7K $1.51B
THG
Hanover Insurance Group, Inc.

Financial Services
99
+ 7.98%
$150.66 - $178.04 $14.9K - $17.6K
1.34K $227M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
1K
+ 9.8%
$7.98 - $10.06 $8K - $10.1K
11.2K $112M
ACRE
Ares Commercial Real Estate Corp

Real Estate
283
+ 0.52%
$3.5 - $5.07 $991 - $1.43K
54.3K $267M
F
Ford Motor CO

Consumer Cyclical
56
+ 0.56%
$8.69 - $10.85 $487 - $608
10.1K $110M
REKR
Rekor Systems, Inc.

Technology
77
+ 0.34%
$0.68 - $1.6 $52.4 - $123
22.5K $26.1M
NOC
Northrop Grumman Corp

Industrials
23
+ 3.75%
$456.3 - $540.39 $10.5K - $12.4K
636 $318M
SENS
Senseonics Holdings, Inc.

Healthcare
10K
+ 66.67%
$0.48 - $0.77 $4.8K - $7.7K
25K $11.9M
VCV
Invesco California Value Municipal Income Trust

Financial Services
1.5K
+ 2.6%
$9.66 - $10.94 $14.5K - $16.4K
59.1K $613M
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
80
+ 0.69%
$6.8 - $8.15 $544 - $652
11.6K $92.6M
PCK
Pimco California Municipal Income Fund Ii

Financial Services
2K
+ 2.64%
$5.26 - $5.78 $10.5K - $11.6K
77.7K $418M
UNP
Union Pacific Corp

Industrials
209
+ 2.15%
$208.27 - $238.46 $43.5K - $49.8K
9.95K $2.29B
PGR
Progressive Corp

Financial Services
14
+ 1.06%
$255.27 - $288.74 $3.57K - $4.04K
1.34K $357M
XOM
Exxon Mobil Corp

Energy
3.63K
+ 9.72%
$99.93 - $119.04 $363K - $432K
41K $4.42B
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
3.5K
+ 2.04%
$10.09 - $10.88 $35.3K - $38.1K
175K $1.82B
Kenvue Inc
351
+ 2.24%
N/A
16K $335M
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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