Evoke Wealth, LLC Incresed Positions in Q1 2025

Evoke Wealth, LLC

  • $3.83 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZS
Zscaler, Inc.

Technology
312
+ 25.51%
$181.66 - $216.87 $56.7K - $67.7K
1.54K $305M
CHD
Church & Dwight CO Inc

Consumer Defensive
119
+ 0.91%
$101.42 - $113.2 $12.1K - $13.5K
13.2K $1.46B
PANW
Palo Alto Networks Inc

Technology
892
+ 14.72%
$167.82 - $208.28 $150K - $186K
6.95K $1.19B
CBRE
Cbre Group, Inc.

Real Estate
642
+ 14.58%
$121.79 - $147.13 $78.2K - $94.5K
5.05K $660M
C
Citigroup Inc

Financial Services
1.12K
+ 34.74%
$67.23 - $84.63 $75K - $94.4K
4.33K $307M
QCOM
Qualcomm Inc

Technology
521
+ 2.47%
$151.94 - $175.86 $79.2K - $91.6K
21.6K $3.32B
AVDE
American Centy ETF Tr Avantis

ETFs
209
+ 1.59%
$60.63 - $68.55 $12.7K - $14.3K
13.4K $887M
HOOD
Robinhood Markets, Inc.

Technology
1.09K
+ 15.3%
$35.63 - $65.28 $38.7K - $70.8K
8.18K $340M
DRI
Darden Restaurants Inc

Consumer Cyclical
167
+ 9.15%
$180.02 - $208.56 $30.1K - $34.8K
1.99K $414M
EVRG
Evergy, Inc.

Utilities
323
+ 4.77%
$59.9 - $69.52 $19.3K - $22.5K
7.1K $489M
EPD
Enterprise Products Partners L.P.

Energy
1.49K
+ 20.71%
$31.75 - $34.14 $47.3K - $50.9K
8.69K $297M
VLO
Valero Energy Corp

Energy
228
+ 5.34%
$121.76 - $142.99 $27.8K - $32.6K
4.5K $594M
JCI
Johnson Controls International PLC

Industrials
806
+ 26.72%
$76.12 - $90.6 $61.4K - $73K
3.82K $308M
Jpmorgan Chase Finl CO LLC
113
+ 0.53%
N/A
21.4K $694M
PAVE
Global X Fds Us Infrastructure

ETFs
5.48K
+ 10.87%
$37.31 - $43.82 $205K - $240K
55.9K $2.11B
EEM
Ishares Msci Emerging Markets

ETFs
170
+ 0.57%
$40.81 - $45.34 $6.94K - $7.71K
30.3K $1.32B
WELL
Welltower Inc.

Real Estate
37
+ 1.77%
$124.05 - $156.86 $4.59K - $5.8K
2.13K $326M
CMCSA
Comcast Corp

Communication Services
1.68K
+ 23.09%
$33.19 - $38.23 $55.9K - $64.4K
8.98K $331M
INTC
Intel Corp

Technology
1.25K
+ 12.12%
$19.1 - $27.39 $23.8K - $34.1K
11.5K $262M
FOX
Fox Corp Cl B (De)

Communication Services
60
+ 0.82%
$45.64 - $54.23 $2.74K - $3.25K
7.37K $388M
MPC
Marathon Petroleum Corp

Energy
297
+ 17.68%
$134.72 - $159.03 $40K - $47.2K
1.98K $288M
ALL
Allstate Corp

Financial Services
135
+ 7.9%
$180.99 - $210.18 $24.4K - $28.4K
1.84K $384M
GD
General Dynamics Corp

Industrials
121
+ 5.79%
$241.94 - $272.58 $29.3K - $33K
2.21K $603M
MSI
Motorola Solutions, Inc.

Technology
185
+ 15.3%
$411.73 - $482.1 $76.2K - $89.2K
1.39K $611M
LMT
Lockheed Martin Corp

Industrials
209
+ 18.46%
$423.19 - $506.29 $88.4K - $106K
1.34K $599M
Fidelity Wise Origin Bitcoin
2K
+ 19.75%
N/A
12.1K $873M
ZTS
Zoetis Inc.

Healthcare
248
+ 14.17%
$156.48 - $175.67 $38.8K - $43.6K
2K $329M
SCHW
Schwab Charles Corp

Financial Services
216
+ 3.46%
$71.24 - $83.64 $15.4K - $18.1K
6.47K $506M
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 15.45%
$4295.4 - $5141.88 $81.6K - $97.7K
142 $655M
Ge Vernova Inc
202
+ 23.76%
N/A
1.05K $321M
QUAL
Ishares Msci Usa Quality Facto

ETFs
337
+ 13.4%
$168.16 - $186.21 $56.7K - $62.8K
2.85K $487M
GM
General Motors CO

Consumer Cyclical
2.07K
+ 21.99%
$45.22 - $54.92 $93.7K - $114K
11.5K $541M
ASML
Asml Holding Nv

Technology
79
+ 16.02%
$662.63 - $776.99 $52.3K - $61.4K
572 $379M
AVUS
American Centy ETF Tr Avantis

ETFs
513
+ 20.11%
$90.7 - $101.57 $46.5K - $52.1K
3.06K $283M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
572
+ 8.58%
$30.38 - $34.94 $17.4K - $20K
7.24K $249M
KLAC
Kla Corp

Technology
17
+ 3.8%
$636.62 - $777.63 $10.8K - $13.2K
464 $315M
WMT
Walmart Inc.

Consumer Defensive
1.03K
+ 4.53%
$84.5 - $105.05 $86.9K - $108K
23.7K $2.09B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
984
+ 12.86%
$27.01 - $28.54 $26.6K - $28.1K
8.64K $241M
CTVA
Corteva, Inc.

Basic Materials
20
+ 0.38%
$55.94 - $66.15 $1.12K - $1.32K
5.23K $329M
AVEM
American Centy ETF Tr Avantis

ETFs
105
+ 0.57%
$57.11 - $62.4 $6K - $6.55K
18.4K $1.11B
WEN
Wendy'S CO

Consumer Cyclical
3.25K
+ 30.6%
$14.17 - $16.17 $46.1K - $52.6K
13.9K $203M
NEE
Nextera Energy Inc

Utilities
546
+ 4.01%
$66.96 - $76.16 $36.6K - $41.6K
14.2K $1B
DVAX
Dynavax Technologies Corp

Healthcare
901
+ 1.54%
$12.39 - $14.4 $11.2K - $13K
59.3K $769M
PSX
Phillips 66

Energy
38
+ 2.09%
$113.93 - $131.55 $4.33K - $5K
1.86K $229M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
42
+ 0.35%
$126.11 - $135.06 $5.3K - $5.67K
12.2K $1.57B
NET
Cloudflare, Inc.

Technology
95
+ 4.26%
$110.71 - $176.5 $10.5K - $16.8K
2.32K $262M
WFC
Wells Fargo & Company

Financial Services
121
+ 1.61%
$66.78 - $81.42 $8.08K - $9.85K
7.65K $549M
APLD
Applied Blockchain, Inc.

Financial Services
12.2K
+ 50.88%
$5.62 - $10.65 $68.6K - $130K
36.2K $203M
ISRG
Intuitive Surgical Inc

Healthcare
96
+ 8.83%
$476.63 - $610.45 $45.8K - $58.6K
1.18K $586M
Activity Summary
Buys All Purchases 254 New Holdings 37 Increased Positions 217 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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