Evoke Wealth, LLC Reduced Holdings in Q1 2025

Evoke Wealth, LLC

  • $3.83 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-32.1K
- 64.47%
$576.36 - $736.67 $18.5M - $23.6M
17.7K $10.2B
OEF
Ishares S&P 100 ETF

ETFs
-7.79K
- 1.8%
N/A
426K $115B
XLE
Energy Sector Spdr

ETFs
-98.1K
- 88.78%
$85.7 - $93.96 $8.41M - $9.22M
12.4K $1.16B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-76.3K
- 9.08%
$95.85 - $99.25 $7.32M - $7.58M
764K $75.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.31K
- 3.45%
$551.42 - $612.93 $2.37M - $2.64M
120K $67.5B
ACWI
Ishares Msci Acwi ETF

ETFs
-24.9K
- 2.94%
$115.16 - $124.13 $2.87M - $3.09M
822K $95.7B
TSLA
Tesla, Inc.

Consumer Cyclical
-5.08K
- 33.07%
$222.15 - $428.22 $1.13M - $2.17M
10.3K $2.66B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-45.6K
- 15.46%
$85.29 - $92.57 $3.89M - $4.22M
249K $22.7B
VT
Vanguard Total World Stk Index

ETFs
-13.3K
- 2.65%
$115.08 - $123.97 $1.53M - $1.65M
488K $56.6B
ORCL
Oracle Corp

Technology
-4.11K
- 7.06%
$139.81 - $186.47 $575K - $767K
54.1K $7.57B
MCO
Moodys Corp

Financial Services
-2.75K
- 10.75%
$437.8 - $527.48 $1.2M - $1.45M
22.8K $10.6B
VTV
Vanguard Value ETF

ETFs
-15.9K
- 4.03%
$167.73 - $179.21 $2.67M - $2.86M
380K $65.6B
LOW
Lowes Companies Inc

Consumer Cyclical
-2.67K
- 8.91%
$222.66 - $268.42 $595K - $718K
27.3K $6.37B
CARR
Carrier Global Corp

Industrials
-8.49K
- 9.42%
$62.07 - $70.55 $527K - $599K
81.6K $5.17B
GNR
Spdr S&P Global Natural Resour

ETFs
-25.6K
- 23.44%
$50.12 - $54.48 $1.28M - $1.4M
83.7K $4.45B
PEP
Pepsico Inc

Consumer Defensive
-5.34K
- 10.55%
$142.64 - $156.42 $762K - $836K
45.3K $6.79B
ADI
Analog Devices Inc

Technology
-2.89K
- 8.51%
$201.56 - $243.82 $583K - $705K
31.1K $6.27B
IWR
Ishares Russell Mid Cap ETF

ETFs
-7.24K
- 8.25%
$82.81 - $92.93 $599K - $673K
80.5K $6.85B
ADBE
Adobe Inc.

Technology
-907
- 9.95%
$377.84 - $464.11 $343K - $421K
8.21K $3.15B
GKOS
Glaukos Corp

Healthcare
-3.17K
- 30.01%
$96.6 - $161.22 $306K - $511K
7.39K $727M
MSCI
Msci Inc.

Financial Services
-817
- 7.47%
$541.46 - $628.34 $442K - $513K
10.1K $5.72B
NKE
Nike, Inc.

Consumer Cyclical
-4.06K
- 10.25%
$63.29 - $81.72 $257K - $332K
35.6K $2.27B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-68.7K
- 6.01%
$50.99 - $55.74 $3.5M - $3.83M
1.07M $58.9B
SRE
Sempra Energy

Utilities
-2.23K
- 8.18%
$67.85 - $87.67 $151K - $195K
25K $1.8B
TJX
Tjx Companies Inc

Consumer Cyclical
-5.54K
- 7.55%
$112.81 - $126.16 $625K - $699K
67.9K $8.27B
DIS
Walt Disney CO

Communication Services
-257
- 0.61%
$96.87 - $114.0 $24.9K - $29.3K
42.2K $4.16B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.06K
- 0.88%
$54.25 - $57.64 $329K - $349K
683K $37.6B
FDS
Factset Research Systems Inc

Financial Services
-847
- 11.83%
$427.5 - $476.51 $362K - $404K
6.31K $2.87B
MTD
Mettler Toledo International Inc

Healthcare
-318
- 11.02%
$1177.09 - $1390.0 $374K - $442K
2.57K $3.03B
GGG
Graco Inc

Industrials
-4.79K
- 9.85%
$80.53 - $87.54 $385K - $419K
43.8K $3.66B
SHW
Sherwin Williams CO

Basic Materials
-1.67K
- 9.6%
$330.16 - $365.55 $553K - $612K
15.8K $5.5B
UNH
Unitedhealth Group Inc

Healthcare
-1.46K
- 7.46%
$461.52 - $548.18 $676K - $803K
18.2K $9.51B
Cava Group Inc
-2.64K
- 52.22%
N/A
2.42K $209M
BDX
Becton Dickinson & CO

Healthcare
-1.53K
- 9.18%
$222.79 - $249.08 $341K - $381K
15.1K $3.47B
TGT
Target Corp

Consumer Defensive
-1.39K
- 30.31%
$103.65 - $142.5 $144K - $198K
3.2K $334M
AXP
American Express CO

Financial Services
-61
- 0.63%
$255.39 - $325.87 $15.6K - $19.9K
9.56K $2.57B
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.5K
- 22.54%
$50.44 - $58.1 $177K - $204K
12K $620M
ACN
Accenture PLC

Technology
-129
- 2.54%
$300.91 - $398.25 $38.8K - $51.4K
4.96K $1.55B
CL
Colgate Palmolive CO

Consumer Defensive
-4.28K
- 7.23%
$85.68 - $97.5 $367K - $417K
54.9K $5.14B
AMD
Advanced Micro Devices Inc

Technology
-387
- 3.77%
$96.63 - $129.55 $37.4K - $50.1K
9.87K $1.01B
ROST
Ross Stores, Inc.

Consumer Cyclical
-108
- 1.27%
$123.3 - $154.95 $13.3K - $16.7K
8.41K $1.07B
ROK
Rockwell Automation, Inc

Industrials
-169
- 2.87%
$255.29 - $303.75 $43.1K - $51.3K
5.73K $1.48B
MRK
Merck & Co., Inc.

Healthcare
-278
- 1.54%
$83.01 - $101.02 $23.1K - $28.1K
17.7K $1.61B
GS
Goldman Sachs Group Inc

Financial Services
-41
- 0.62%
$524.81 - $672.19 $21.5K - $27.6K
6.63K $3.62B
GIS
General Mills Inc

Consumer Defensive
-2.81K
- 37.48%
$57.56 - $65.3 $161K - $183K
4.68K $280M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-461
- 7.24%
$64.24 - $90.95 $29.6K - $41.9K
5.91K $379M
Jacobs Solutions Inc
-14
- 0.11%
N/A
12.4K $1.5B
VV
Vanguard Large Cap ETF

ETFs
-500
- 21.32%
$253.32 - $282.66 $127K - $141K
1.85K $474M
HON
Honeywell International Inc

Industrials
-582
- 24.84%
$202.75 - $226.52 $118K - $132K
1.76K $373M
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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