Evoke Wealth, LLC Incresed Positions in Q4 2024

Evoke Wealth, LLC

  • $3.59 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
382K
+ 87.63%
$48.33 - $49.08 $18.4M - $18.7M
817K $39.6B
VTI
Vanguard Total Stock Market Et

ETFs
15K
+ 2.8%
$280.04 - $302.45 $4.19M - $4.52M
550K $159B
NARI
Inari Medical, Inc.

Healthcare
130K
+ 207.5%
$40.61 - $58.21 $5.29M - $7.58M
193K $9.85B
AAPL
Apple Inc.

Technology
5.67K
+ 2.25%
$221.69 - $259.02 $1.26M - $1.47M
257K $64.4B
DFAU
Dimensional ETF Tr

ETFs
110K
+ 6.75%
$39.27 - $42.38 $4.32M - $4.66M
1.74M $70.4B
NVDA
Nvidia Corp

Technology
18.7K
+ 13.95%
$117.0 - $148.88 $2.19M - $2.78M
153K $20.5B
AMZN
Amazon Com Inc

Consumer Cyclical
904
+ 0.76%
$180.88 - $232.93 $164K - $211K
120K $26.3B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
173K
+ 18.45%
$44.04 - $49.49 $7.63M - $8.57M
1.11M $49B
GNR
Spdr S&P Global Natural Resour

ETFs
80.9K
+ 285.71%
$48.67 - $58.43 $3.94M - $4.73M
109K $5.44B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.35K
+ 2.37%
$521.84 - $558.82 $1.75M - $1.87M
144K $77.9B
AVGO
Broadcom Inc.

Technology
7.96K
+ 56.31%
$159.67 - $250.0 $1.27M - $1.99M
22.1K $5.12B
VUG
Vanguard Growth ETF

ETFs
6.2K
+ 152.82%
$378.79 - $428.11 $2.35M - $2.65M
10.3K $4.21B
VT
Vanguard Total World Stk Index

ETFs
29.5K
+ 6.26%
$117.09 - $123.07 $3.46M - $3.64M
501K $58.9B
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.4K
+ 115.04%
$174.22 - $187.62 $2.15M - $2.32M
23.1K $4.05B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
60.2K
+ 155.94%
$33.39 - $37.66 $2.01M - $2.27M
98.8K $3.3B
SQ
Block, Inc.

Technology
13
+ 0.01%
$65.06 - $98.92 $846 - $1.29K
104K $8.83B
SPY
Spdr S&P 500 ETF Trust

ETFs
229
+ 0.18%
$567.81 - $607.81 $130K - $139K
125K $73.3B
GLDM
World Gold Trust

ETFs
47.3K
+ 0.72%
$50.76 - $55.23 $2.4M - $2.61M
6.6M $343B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11.2K
+ 11.15%
$100.18 - $109.1 $1.13M - $1.23M
112K $11.8B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.9K
+ 70.01%
$100.24 - $101.35 $1.39M - $1.41M
33.8K $3.4B
META
Meta Platforms, Inc.

Communication Services
1.01K
+ 2.06%
$554.08 - $632.68 $557K - $636K
49.8K $29.1B
ROK
Rockwell Automation, Inc

Industrials
3.61K
+ 157.47%
$264.65 - $302.92 $954K - $1.09M
5.9K $1.69B
GOOG
Alphabet Inc.

Communication Services
2.09K
+ 7.66%
$163.08 - $198.16 $341K - $414K
29.4K $5.59B
JPM
Jpmorgan Chase & CO

Financial Services
1.05K
+ 3.93%
$205.18 - $250.29 $216K - $263K
27.8K $6.67B
VONE
Vanguard Russell 1000 ETF

ETFs
1.34K
+ 1.41%
$257.18 - $277.76 $344K - $372K
96.1K $25.6B
V
Visa Inc.

Financial Services
820
+ 6.17%
$273.87 - $320.91 $225K - $263K
14.1K $4.46B
NFLX
Netflix Inc

Communication Services
46
+ 1.12%
$687.65 - $936.56 $31.6K - $43.1K
4.14K $3.69B
AGI
Alamos Gold Inc

Basic Materials
41.5K
+ 48.51%
$17.54 - $21.38 $728K - $888K
127K $2.34B
GS
Goldman Sachs Group Inc

Financial Services
230
+ 3.57%
$486.1 - $608.57 $112K - $140K
6.67K $3.82B
BAC
Bank Of America Corp

Financial Services
10.7K
+ 30.91%
$39.22 - $47.77 $420K - $512K
45.4K $1.99B
VO
Vanguard Mid Cap ETF

ETFs
2.27K
+ 25.99%
$261.5 - $284.63 $594K - $646K
11K $2.91B
PG
Procter & Gamble CO

Consumer Defensive
4.53K
+ 13.51%
$161.05 - $179.7 $729K - $814K
38K $6.38B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.03K
+ 34.72%
$172.07 - $207.36 $350K - $421K
7.89K $1.56B
GLD
Spdr Gold Trust

ETFs
2.29K
+ 4.31%
$236.59 - $257.5 $543K - $590K
55.5K $13.4B
CRM
Salesforce, Inc.

Technology
617
+ 12.72%
$270.87 - $367.87 $167K - $227K
5.47K $1.83B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
14K
+ 20.35%
$56.61 - $61.63 $793K - $863K
82.8K $4.7B
CME
Cme Group Inc.

Financial Services
101
+ 0.41%
$221.17 - $246.02 $22.3K - $24.8K
24.7K $5.87B
NOW
Service Now, Inc.

Technology
38
+ 1.57%
$867.18 - $1148.42 $33K - $43.6K
2.46K $2.61B
MCD
Mcdonalds Corp

Consumer Cyclical
1.77K
+ 31.16%
$288.47 - $316.54 $511K - $560K
7.45K $2.16B
VV
Vanguard Large Cap ETF

ETFs
1.57K
+ 202.19%
$260.27 - $280.65 $408K - $440K
2.35K $632M
AI
C3.Ai, Inc.

Technology
2
+ 0.0%
$22.6 - $42.94 $45.2 - $85.9
40.7K $1.4B
WMT
Walmart Inc.

Consumer Defensive
2.27K
+ 11.1%
$79.1 - $95.7 $179K - $217K
22.7K $2.05B
SRE
Sempra Energy

Utilities
3.42K
+ 14.37%
$80.81 - $94.77 $276K - $324K
27.2K $2.4B
Pimco ETF Tr
15.6K
+ 57.9%
N/A
42.6K $1.11B
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.9K
+ 347.98%
$25.33 - $51.16 $503K - $1.02M
25.6K $661M
FISV
Fiserv Inc

Technology
654
+ 7.51%
N/A
9.36K $1.92B
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
42K
+ 21.17%
$11.12 - $11.98 $467K - $503K
240K $2.71B
CSCO
Cisco Systems, Inc.

Technology
2.17K
+ 6.54%
$52.45 - $60.02 $114K - $130K
35.4K $2.09B
VTV
Vanguard Value ETF

ETFs
13.8K
+ 3.6%
$168.32 - $181.87 $2.32M - $2.5M
396K $67B
Activity Summary
Buys All Purchases 260 New Holdings 45 Increased Positions 215 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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