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
REXR
Rexford Industrial Realty, Inc.

Real Estate
161
+ 0.67%
$37.17 - $41.44 $5.98K - $6.67K
24.3K $963M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.71K
+ 6.74%
$32.42 - $36.13 $55.3K - $61.6K
27K $890M
Pimco ETF Tr
4
+ 0.01%
N/A
42.6K $1.12B
AWP
Aberdeen Global Premier Properties Fund

Financial Services
2.58K
+ 20.18%
$3.75 - $4.08 $9.68K - $10.5K
15.4K $59.6M
AMP
Ameriprise Financial Inc

Financial Services
74
+ 13.41%
$472.29 - $575.13 $34.9K - $42.6K
626 $303M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
305
+ 0.2%
$12.53 - $13.05 $3.82K - $3.98K
151K $1.91B
Grayscale Ethereum Mini Tr E
10.1K
+ 85.59%
N/A
21.9K $376M
CYBR
Cyber Ark Software Ltd.

Technology
5
+ 0.65%
$312.8 - $414.31 $1.56K - $2.07K
779 $263M
AMAT
Applied Materials Inc

Technology
341
+ 13.4%
$145.06 - $195.51 $49.5K - $66.7K
2.89K $419M
VBR
Vanguard Small Cap Value ETF

ETFs
324
+ 6.79%
$183.02 - $207.75 $59.3K - $67.3K
5.1K $950M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
21
+ 0.78%
$96.18 - $109.82 $2.02K - $2.31K
2.73K $281M
FTV
Fortive Corp

Technology
65
+ 2.16%
$71.82 - $82.98 $4.67K - $5.39K
3.08K $225M
ITW
Illinois Tool Works Inc

Industrials
31
+ 1.89%
$244.9 - $274.48 $7.59K - $8.51K
1.67K $417M
PFF
Ishares Trust Ishares Pfd And

ETFs
56
+ 0.84%
$30.73 - $32.26 $1.72K - $1.81K
6.69K $205M
SST
System1, Inc.

Industrials
47
+ 0.31%
$0.37 - $0.94 $17.4 - $44.2
15K $5.74M
PH
Parker Hannifin Corp

Industrials
20
+ 2.59%
$591.65 - $707.05 $11.8K - $14.1K
791 $481M
Ea Series Trust
119
+ 0.29%
N/A
40.8K $1.18B
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
213
+ 2.43%
N/A
9K $222M
PFE
Pfizer Inc

Healthcare
608
+ 2.39%
$25.01 - $27.13 $15.2K - $16.5K
26K $660M
ETN
Eaton Corp PLC

Industrials
215
+ 17.41%
$271.83 - $371.23 $58.4K - $79.8K
1.45K $394M
BA
Boeing CO

Industrials
249
+ 2.67%
$148.15 - $186.25 $36.9K - $46.4K
9.57K $1.63B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
374
+ 10.11%
$47.79 - $59.89 $17.9K - $22.4K
4.07K $205M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
61
+ 2.89%
$93.57 - $120.35 $5.71K - $7.34K
2.18K $208M
DHI
Horton D R Inc

Consumer Cyclical
19
+ 0.91%
$125.29 - $147.65 $2.38K - $2.81K
2.1K $267M
GLW
Corning Inc

Technology
1
+ 0.01%
$44.91 - $54.25 $44.9 - $54.3
15.7K $717M
SHOP
Shopify Inc.

Technology
432
+ 6.53%
$90.59 - $129.31 $39.1K - $55.9K
7.04K $672M
Amentum Holdings Inc
164
+ 1.36%
N/A
12.2K $223M
EIX
Edison International

Utilities
1.29K
+ 24.81%
$50.06 - $80.01 $64.5K - $103K
6.48K $382M
BUSE
First Busey Corp

Financial Services
14
+ 0.07%
$21.26 - $25.35 $298 - $355
19.2K $415M
Blackrock Inc
2
+ 0.35%
N/A
569 $539M
RSP
Invesco S&P 500 Equal Weight E

ETFs
16
+ 0.07%
$169.43 - $182.84 $2.71K - $2.93K
23.1K $4.01B
BRZE
Braze, Inc.

Technology
163
+ 1.8%
$32.44 - $47.22 $5.29K - $7.7K
9.21K $332M
ZM
Zoom Video Communications, Inc.

Technology
22
+ 0.33%
$72.23 - $88.64 $1.59K - $1.95K
6.66K $491M
MS
Morgan Stanley

Financial Services
528
+ 4.23%
$111.68 - $141.08 $59K - $74.5K
13K $1.52B
IVW
Ishares S&P 500 Growth ETF

ETFs
550
+ 4.51%
$92.45 - $106.69 $50.8K - $58.7K
12.7K $1.18B
FIX
Comfort Systems Usa Inc

Industrials
102
+ 11.1%
$313.26 - $550.27 $32K - $56.1K
1.02K $329M
NVO
Novo Nordisk A S

Healthcare
198
+ 3.76%
$69.3 - $90.95 $13.7K - $18K
5.46K $386M
VMC
Vulcan Materials CO

Basic Materials
150
+ 3.34%
$220.9 - $277.54 $33.1K - $41.6K
4.64K $1.08B
ACRE
Ares Commercial Real Estate Corp

Real Estate
8
+ 0.01%
$4.63 - $6.18 $37 - $49.4
54K $258M
SNOW
Snowflake Inc.

Technology
927
+ 3.66%
$146.16 - $192.78 $135K - $179K
26.3K $3.84B
GTLB
Gitlab Inc.

Technology
180
+ 1.91%
$47.0 - $73.14 $8.46K - $13.2K
9.61K $452M
DAL
Delta Air Lines, Inc.

Industrials
450
+ 6.96%
$43.6 - $69.06 $19.6K - $31.1K
6.91K $301M
EFX
Equifax Inc

Industrials
137
+ 1.18%
$235.63 - $278.34 $32.3K - $38.1K
11.7K $2.85B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
240
+ 0.74%
$57.21 - $65.8 $13.7K - $15.8K
32.6K $1.9B
BX
Blackstone Inc.

Financial Services
22
+ 0.59%
$136.53 - $186.74 $3K - $4.11K
3.76K $526M
MRVL
Marvell Technology, Inc.

Technology
1.71K
+ 34.29%
$61.57 - $126.06 $106K - $216K
6.71K $413M
Six Flags Entertainment Corp
36
+ 0.31%
N/A
11.5K $411M
DHR
Danaher Corp

Healthcare
243
+ 2.98%
$201.62 - $250.59 $49K - $60.9K
8.39K $1.72B
BIIB
Biogen Inc.

Healthcare
262
+ 2.26%
$133.43 - $153.27 $35K - $40.2K
11.8K $1.62B
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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