Evoke Wealth, LLC New Holdings in Q3 2024

Evoke Wealth, LLC

  • $3.68 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
6.56M
New
$46.2 - $53.01 $303M - $348M
6.56M $342B
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
13.3M
New
$18.91 - $20.63 $251M - $274M
13.3M $274B
VTI
Vanguard Total Stock Market Et

ETFs
535K
New
$255.18 - $283.2 $136M - $151M
535K $152B
TIP
Ishares Tr Tips Bd ETF

ETFs
1.11M
New
$105.92 - $110.83 $117M - $123M
1.11M $122B
OEF
Ishares S&P 100 ETF

ETFs
442K
New
$266.03 - $266.03 $118M - $118M
442K $122B
ACWI
Ishares Msci Acwi ETF

ETFs
864K
New
$107.24 - $119.84 $92.7M - $104M
864K $103B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
141K
New
$475.2 - $527.7 $67.1M - $74.5M
141K $74.7B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.27M
New
$53.17 - $58.71 $67.3M - $74.3M
1.27M $73.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
124K
New
$517.38 - $573.86 $64.4M - $71.4M
124K $71.6B
VTV
Vanguard Value ETF

ETFs
382K
New
$159.75 - $174.57 $61M - $66.7M
382K $66.7B
MBB
Ishares Tr

ETFs
643K
New
$90.85 - $96.66 $58.4M - $62.2M
643K $61.6B
MSFT
Microsoft Corp

Technology
106K
New
$395.15 - $467.56 $41.8M - $49.5M
106K $45.5B
IVE
Ishares S&P 500 Value ETF

ETFs
227K
New
$181.06 - $197.17 $41.1M - $44.8M
227K $44.8B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
703K
New
$56.04 - $62.99 $39.4M - $44.3M
703K $42.9B
DFAE
Dimensional ETF Tr

ETFs
1.31M
New
$24.46 - $27.82 $31.9M - $36.3M
1.31M $35.8B
TLT
Ishares Barclays 20+ Year Trea

ETFs
312K
New
$89.91 - $101.33 $28M - $31.6M
312K $30.6B
AMZN
Amazon Com Inc

Consumer Cyclical
119K
New
$161.02 - $200.0 $19.2M - $23.8M
119K $22.2B
GOOGL
Alphabet Inc.

Communication Services
127K
New
$148.65 - $191.18 $18.9M - $24.3M
127K $21B
MA
Mastercard Inc

Financial Services
31.5K
New
$429.6 - $500.99 $13.5M - $15.8M
31.5K $15.5B
JNJ
Johnson & Johnson

Healthcare
80.3K
New
$145.48 - $167.38 $11.7M - $13.4M
80.3K $13B
GLD
Spdr Gold Trust

ETFs
53.2K
New
$215.56 - $246.98 $11.5M - $13.2M
53.2K $12.9B
MCO
Moodys Corp

Financial Services
27.1K
New
$421.49 - $494.67 $11.4M - $13.4M
27.1K $12.9B
UNH
Unitedhealth Group Inc

Healthcare
20.2K
New
$488.01 - $604.18 $9.88M - $12.2M
20.2K $11.8B
DOCS
Doximity, Inc.

Healthcare
271K
New
$25.5 - $43.57 $6.91M - $11.8M
271K $11.8B
IAU
Ishares Gold Trust

ETFs
224K
New
$44.06 - $50.5 $9.88M - $11.3M
224K $11.1B
AZO
Autozone Inc

Consumer Cyclical
3.32K
New
$2815.0 - $3212.87 $9.35M - $10.7M
3.32K $10.5B
XLE
Energy Sector Spdr

ETFs
116K
New
$84.35 - $93.39 $9.75M - $10.8M
116K $10.2B
ORCL
Oracle Corp

Technology
57.4K
New
$125.9 - $170.35 $7.23M - $9.78M
57.4K $9.78B
TJX
Tjx Companies Inc

Consumer Cyclical
76.5K
New
$107.93 - $120.23 $8.26M - $9.2M
76.5K $8.99B
PEP
Pepsico Inc

Consumer Defensive
52.5K
New
$161.9 - $179.3 $8.51M - $9.42M
52.5K $8.94B
Linde PLC
17.9K
New
N/A
17.9K $8.52B
LOW
Lowes Companies Inc

Consumer Cyclical
31.4K
New
$213.3 - $270.78 $6.69M - $8.49M
31.4K $8.49B
ADI
Analog Devices Inc

Technology
35.5K
New
$200.56 - $243.33 $7.13M - $8.65M
35.5K $8.18B
CARR
Carrier Global Corp

Industrials
95.3K
New
$61.9 - $80.88 $5.9M - $7.71M
95.3K $7.67B
SQ
Block, Inc.

Technology
104K
New
$57.21 - $72.07 $5.94M - $7.49M
104K $6.97B
SHW
Sherwin Williams CO

Basic Materials
18.2K
New
$294.65 - $384.0 $5.36M - $6.98M
18.2K $6.94B
MSCI
Msci Inc.

Financial Services
11.5K
New
$479.31 - $584.91 $5.5M - $6.71M
11.5K $6.69B
LLY
Eli Lilly & CO

Healthcare
7.26K
New
$772.14 - $960.02 $5.6M - $6.96M
7.26K $6.43B
SM
Sm Energy CO

Energy
158K
New
$38.07 - $47.26 $6.01M - $7.47M
158K $6.31B
CL
Colgate Palmolive CO

Consumer Defensive
59.9K
New
$95.54 - $108.77 $5.73M - $6.52M
59.9K $6.22B
EDV
Vanguard Extended Duration Tre

ETFs
76.4K
New
$70.73 - $83.52 $5.4M - $6.38M
76.4K $6.09B
CVX
Chevron Corp

Energy
41.2K
New
$137.88 - $161.97 $5.69M - $6.68M
41.2K $6.07B
PG
Procter & Gamble CO

Consumer Defensive
33.5K
New
$160.76 - $177.82 $5.39M - $5.96M
33.5K $5.8B
JPM
Jpmorgan Chase & CO

Financial Services
26.8K
New
$194.9 - $224.8 $5.22M - $6.02M
26.8K $5.65B
VNQ
Vanguard Specialized Funds Van

ETFs
57.2K
New
$82.97 - $98.97 $4.75M - $5.67M
57.2K $5.62B
CME
Cme Group Inc.

Financial Services
24.6K
New
$193.43 - $220.62 $4.75M - $5.42M
24.6K $5.42B
OTIS
Otis Worldwide Corp

Industrials
48.3K
New
$91.43 - $104.43 $4.42M - $5.04M
48.3K $5.02B
ADBE
Adobe Inc.

Technology
9.55K
New
$508.13 - $586.55 $4.85M - $5.6M
9.55K $4.95B
PGF
Invesco Exchange Traded Fd Tr

ETFs
294K
New
$14.7 - $15.89 $4.32M - $4.67M
294K $4.6B
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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