Evoke Wealth, LLC Incresed Positions in Q3 2024

Evoke Wealth, LLC

  • $3.68 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
631K
+ 39729.68%
$520.18 - $576.82 $328M - $364M
632K $365B
GUNR
Flexshares Tr Morningstar Glob

ETFs
3.49M
+ 13445.17%
$38.51 - $41.48 $135M - $145M
3.52M $145B
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.52M
+ 31526.77%
$51.58 - $53.79 $130M - $136M
2.53M $136B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
852K
+ 20808.11%
$96.25 - $101.98 $82M - $86.9M
856K $86.7B
VEA
Vanguard Ftse Developed Market

ETFs
1.48M
+ 36364.4%
$47.6 - $53.31 $70.6M - $79M
1.49M $78.5B
AAPL
Apple Inc.

Technology
249K
+ 8888.46%
$207.23 - $234.82 $51.6M - $58.4M
252K $58.6B
VT
Vanguard Total World Stk Index

ETFs
469K
+ 19562.21%
$107.72 - $119.96 $50.6M - $56.3M
472K $56.5B
DFAI
Dimensional ETF Tr

ETFs
1.74M
+ 4680.61%
$28.69 - $32.06 $49.9M - $55.7M
1.78M $56.4B
VTWO
Vanguard Russell 2000 ETF

ETFs
509K
+ 4181.67%
$81.17 - $90.77 $41.3M - $46.2M
521K $46.6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
934K
+ 19111.65%
$41.9 - $48.26 $39.1M - $45.1M
938K $44.9B
UPAR
Tidal ETF Tr
1.89M
+ 225.38%
$13.35 - $14.91 $25.2M - $28.1M
2.72M $40.4B
META
Meta Platforms, Inc.

Communication Services
47.8K
+ 4776.3%
$453.41 - $572.44 $21.7M - $27.3M
48.8K $27.9B
VONE
Vanguard Russell 1000 ETF

ETFs
92.7K
+ 4457.6%
$234.0 - $260.07 $21.7M - $24.1M
94.8K $24.7B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
417K
+ 2214.36%
$48.06 - $49.39 $20M - $20.6M
436K $21.5B
NVDA
Nvidia Corp

Technology
129K
+ 2578.96%
$98.91 - $134.91 $12.8M - $17.4M
134K $16.3B
VGIT
Vanguard Intermediate Term Tre

ETFs
255K
+ 6562.37%
$57.8 - $60.8 $14.7M - $15.5M
259K $15.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
19K
+ 4139.43%
$434.77 - $502.96 $8.26M - $9.56M
19.5K $9.51B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17.4K
+ 860.0%
$405.19 - $478.57 $7.04M - $8.31M
19.4K $8.93B
IWR
Ishares Russell Mid Cap ETF

ETFs
85.1K
+ 3408.69%
$79.92 - $88.19 $6.8M - $7.51M
87.6K $7.72B
IWM
Ishares Russell 2000 ETF

ETFs
22K
+ 1095.18%
$200.87 - $224.6 $4.42M - $4.95M
24K $5.31B
PEY
Invesco Exchange Traded Fd Tr

ETFs
157K
+ 1114.03%
$19.4 - $21.93 $3.05M - $3.45M
171K $3.76B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
18.6K
+ 723.62%
$116.79 - $133.54 $2.17M - $2.48M
21.2K $2.79B
DSL
Double Line Income Solutions Fund

Financial Services
178K
+ 757.71%
$12.42 - $13.06 $2.21M - $2.33M
202K $2.62B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
17.2K
+ 20.62%
$91.37 - $101.65 $1.57M - $1.75M
101K $10.2B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 300.0%
$610460.0 - $715910.0 $1.83M - $2.15M
4 $2.76B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
174K
+ 483.58%
$11.31 - $11.96 $1.97M - $2.08M
210K $2.53B
QCOM
Qualcomm Inc

Technology
12.8K
+ 160.01%
$156.12 - $209.64 $2M - $2.68M
20.8K $3.54B
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
152K
+ 331.25%
$11.4 - $11.99 $1.74M - $1.83M
198K $2.37B
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
129K
+ 603.21%
$12.58 - $14.06 $1.62M - $1.81M
150K $2.05B
BIIB
Biogen Inc.

Healthcare
7.92K
+ 223.62%
$189.07 - $236.8 $1.5M - $1.87M
11.5K $2.22B
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.45K
+ 225.42%
$162.83 - $179.16 $1.21M - $1.33M
10.8K $1.93B
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
116K
+ 328.33%
$11.01 - $11.6 $1.28M - $1.35M
152K $1.75B
DLY
Double Line Yield Opportunities Fund

N/A
76.7K
+ 479.28%
$15.67 - $16.79 $1.2M - $1.29M
92.7K $1.54B
URA
Global X Uranium ETF

ETFs
40.2K
+ 478.07%
$23.18 - $31.26 $931K - $1.26M
48.6K $1.39B
MCD
Mcdonalds Corp

Consumer Cyclical
2.98K
+ 110.45%
$245.82 - $304.51 $733K - $908K
5.68K $1.73B
BIT
Black Rock Multi Sector Income Trust

Financial Services
61.8K
+ 349.19%
$14.44 - $15.2 $892K - $939K
79.5K $1.21B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9.67K
+ 16.35%
$55.06 - $62.25 $533K - $602K
68.8K $4.23B
IVW
Ishares S&P 500 Growth ETF

ETFs
8.33K
+ 258.9%
$84.77 - $97.13 $706K - $809K
11.6K $1.11B
BHK
Blackrock Core Bond Trust

Financial Services
52.5K
+ 47.21%
$10.55 - $12.06 $554K - $633K
164K $1.97B
MMM
3 M CO

Industrials
3.7K
+ 45.53%
$99.69 - $139.42 $369K - $516K
11.8K $1.62B
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
49.3K
+ 421.37%
$13.62 - $15.59 $671K - $769K
61K $867M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.2K
+ 203.98%
$58.03 - $65.37 $591K - $666K
15.2K $983M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
17K
+ 78.41%
$32.04 - $37.11 $544K - $630K
38.6K $1.41B
IWV
Ishares Russell 3000 ETF

ETFs
1.92K
+ 108.39%
$294.75 - $326.73 $567K - $629K
3.7K $1.21B
SRE
Sempra Energy

Utilities
5.19K
+ 27.89%
$74.97 - $84.04 $389K - $436K
23.8K $2.01B
AVDE
American Centy ETF Tr Avantis

ETFs
7.5K
+ 132.72%
$60.09 - $67.67 $451K - $508K
13.2K $881M
ITA
Ishares Tr

ETFs
3.3K
+ 183.33%
$131.58 - $149.64 $434K - $494K
5.1K $763M
Pimco ETF Tr
17.3K
+ 176.92%
N/A
27K $720M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10.8K
+ 146.81%
$38.51 - $41.69 $415K - $449K
18.1K $755M
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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