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
AMP
Ameriprise Financial Inc

Financial Services
114
+ 26.03%
$473.15 - $574.01 $53.9K - $65.4K
552 $294M
DAL
Delta Air Lines, Inc.

Industrials
410
+ 6.77%
$47.46 - $65.77 $19.5K - $27K
6.46K $391M
BSX
Boston Scientific Corp

Healthcare
738
+ 26.33%
$83.62 - $91.5 $61.7K - $67.5K
3.54K $316M
SCHW
Schwab Charles Corp

Financial Services
299
+ 5.02%
$63.31 - $82.85 $18.9K - $24.8K
6.25K $463M
ETN
Eaton Corp PLC

Industrials
217
+ 21.32%
$326.96 - $377.52 $71K - $81.9K
1.24K $410M
ARES
Ares Management Corp

Financial Services
235
+ 17.22%
$153.38 - $183.7 $36K - $43.2K
1.6K $283M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
20K
+ 13.2%
$10.55 - $11.6 $211K - $232K
172K $1.82B
Ftai Aviation LTD
22
+ 0.39%
N/A
5.68K $817M
HON
Honeywell International Inc

Industrials
85
+ 3.76%
$202.84 - $236.0 $17.2K - $20.1K
2.34K $529M
TTD
Trade Desk, Inc.

Technology
356
+ 15.03%
$108.7 - $139.51 $38.7K - $49.7K
2.72K $320M
TXN
Texas Instruments Inc

Technology
508
+ 23.95%
N/A
2.63K $493M
ABC
Amerisourcebergen Corp

Healthcare
228
+ 12.34%
N/A
2.08K $466M
IWP
Ishares Russell Mid Cap Growth

ETFs
41
+ 0.86%
$116.4 - $138.52 $4.77K - $5.68K
4.81K $609M
Jacobs Solutions Inc
88
+ 0.72%
N/A
12.4K $1.65B
PGR
Progressive Corp

Financial Services
257
+ 21.69%
$239.6 - $268.88 $61.6K - $69.1K
1.44K $345M
CBRE
Cbre Group, Inc.

Real Estate
118
+ 2.75%
$119.22 - $140.71 $14.1K - $16.6K
4.4K $578M
PM
Philip Morris International Inc.

Consumer Defensive
388
+ 14.84%
$118.38 - $133.06 $45.9K - $51.6K
3K $365M
T
At&T Inc.

Communication Services
738
+ 2.08%
$21.22 - $23.88 $15.7K - $17.6K
36.3K $826M
UPS
United Parcel Service Inc

Industrials
491
+ 25.73%
$122.65 - $138.35 $60.2K - $67.9K
2.4K $303M
GLW
Corning Inc

Technology
95
+ 0.61%
$44.11 - $49.76 $4.19K - $4.73K
15.7K $744M
HDB
Hdfc Bank LTD

Financial Services
434
+ 4.41%
$59.45 - $68.01 $25.8K - $29.5K
10.3K $656M
ARCC
Ares Capital Corp

Financial Services
713
+ 2.9%
$20.74 - $22.27 $14.8K - $15.9K
25.3K $554M
VMC
Vulcan Materials CO

Basic Materials
26
+ 0.58%
$237.95 - $292.31 $6.19K - $7.6K
4.49K $1.15B
ITA
Ishares Tr

ETFs
400
+ 7.84%
$144.31 - $157.31 $57.7K - $62.9K
5.5K $799M
FIX
Comfort Systems Usa Inc

Industrials
12
+ 1.32%
$370.68 - $504.12 $4.45K - $6.05K
919 $390M
VBR
Vanguard Small Cap Value ETF

ETFs
228
+ 5.02%
$197.36 - $217.3 $45K - $49.5K
4.77K $946M
MUB
Ishares National Muni Bond ETF

ETFs
356
+ 14.24%
$105.78 - $108.7 $37.7K - $38.7K
2.86K $304M
TMUS
T Mobile Us, Inc.

Communication Services
48
+ 3.17%
$206.1 - $246.94 $9.89K - $11.9K
1.56K $345M
IWR
Ishares Russell Mid Cap ETF

ETFs
107
+ 0.12%
$87.25 - $95.52 $9.34K - $10.2K
87.7K $7.75B
SCHX
Schwab Strategic Tr Us Large C

ETFs
38K
+ 200.0%
$22.4 - $68.28 $852K - $2.6M
57K $1.32B
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
101
+ 1.16%
N/A
8.78K $234M
ROST
Ross Stores, Inc.

Consumer Cyclical
114
+ 1.36%
$138.59 - $156.61 $15.8K - $17.9K
8.52K $1.29B
USB
Us Bancorp \De\

Financial Services
133
+ 2.68%
$43.98 - $53.66 $5.85K - $7.14K
5.1K $246M
Ea Series Trust
309
+ 0.77%
N/A
40.7K $1.19B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
265
+ 0.83%
$61.68 - $67.87 $16.3K - $18K
32.3K $2.02B
MO
Altria Group, Inc.

Consumer Defensive
69
+ 0.8%
$49.06 - $57.74 $3.39K - $3.98K
8.7K $464M
SPMD
Spdr Portfolio

ETFs
267
+ 3.46%
$54.13 - $59.56 $14.5K - $15.9K
7.97K $436M
ACN
Accenture PLC

Technology
66
+ 1.31%
$343.9 - $376.86 $22.7K - $24.9K
5.09K $1.79B
CHD
Church & Dwight CO Inc

Consumer Defensive
119
+ 0.92%
$99.11 - $112.25 $11.8K - $13.4K
13.1K $1.37B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.3K
+ 200.0%
$22.01 - $66.82 $293K - $891K
20K $454M
IWM
Ishares Russell 2000 ETF

ETFs
39
+ 0.16%
$216.13 - $242.4 $8.43K - $9.45K
24.1K $5.32B
CTVA
Corteva, Inc.

Basic Materials
330
+ 6.76%
$55.21 - $64.13 $18.2K - $21.2K
5.21K $297M
JCI
Johnson Controls International PLC

Industrials
68
+ 2.31%
$74.23 - $86.6 $5.05K - $5.89K
3.02K $239M
WIT
Wipro LTD

Technology
10.6K
+ 100.49%
$3.54 - $7.24 $37.6K - $76.9K
21.2K $75M
AMAT
Applied Materials Inc

Technology
517
+ 25.51%
$161.44 - $213.89 $83.5K - $111K
2.54K $414M
IBM
International Business Machines Corp

Technology
35
+ 1.19%
$204.9 - $238.04 $7.17K - $8.33K
2.98K $656M
K
Kellogg CO

Consumer Defensive
34
+ 0.76%
$80.34 - $81.29 $2.73K - $2.76K
4.5K $364M
SPGI
S&P Global Inc.

Financial Services
164
+ 3.89%
$480.36 - $529.17 $78.8K - $86.8K
4.38K $2.18B
WELL
Welltower Inc.

Real Estate
53
+ 2.6%
$123.11 - $139.3 $6.52K - $7.38K
2.09K $263M
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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