Evoke Wealth, LLC Reduced Holdings in Q4 2024

Evoke Wealth, LLC

  • $3.59 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
S
Sentinel One, Inc.

Technology
-51
- 0.04%
$22.05 - $28.68 $1.12K - $1.46K
142K $3.15B
VZ
Verizon Communications Inc

Communication Services
-2.43K
- 8.43%
$39.6 - $45.21 $96.3K - $110K
26.4K $1.06B
EFG
Msci Eafe Growth ETF

ETFs
-1.07K
- 8.67%
$96.83 - $106.88 $104K - $115K
11.3K $1.09B
XLV
Select Sector Spdr Fund Health

ETFs
-199
- 1.57%
$136.28 - $154.74 $27.1K - $30.8K
12.5K $1.72B
F
Ford Motor CO

Consumer Cyclical
-20.9K
- 64.96%
$9.69 - $11.4 $202K - $238K
11.3K $111M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.16K
- 5.98%
$481.22 - $538.17 $560K - $626K
18.3K $9.35B
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-15.6K
- 60.21%
$8.61 - $9.3 $134K - $145K
10.3K $91.7M
INTC
Intel Corp

Technology
-4.94K
- 32.46%
$19.07 - $26.23 $94.3K - $130K
10.3K $206M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-358
- 10.44%
$417.69 - $450.94 $150K - $161K
3.07K $1.31B
Amentum Holdings Inc
-225
- 1.83%
N/A
12.1K $254M
MSCI
Msci Inc.

Financial Services
-546
- 4.76%
$569.09 - $635.99 $311K - $347K
10.9K $6.56B
DSL
Double Line Income Solutions Fund

Financial Services
-3.74K
- 1.85%
$12.32 - $13.0 $46K - $48.6K
198K $2.49B
LEN
Lennar Corp

Consumer Cyclical
-90
- 4.13%
$136.2 - $188.96 $12.3K - $17K
2.09K $285M
DHI
Horton D R Inc

Consumer Cyclical
-89
- 4.11%
$137.24 - $194.56 $12.2K - $17.3K
2.08K $291M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.08K
- 4.03%
$112.15 - $127.2 $345K - $392K
73.4K $8.87B
GD
General Dynamics Corp

Industrials
-107
- 4.87%
$260.28 - $314.03 $27.8K - $33.6K
2.09K $551M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-250
- 1.65%
$58.88 - $64.8 $14.7K - $16.2K
14.9K $880M
CNI
Canadian National Railway CO

Industrials
-8
- 0.13%
$100.62 - $117.12 $805 - $937
6.16K $625M
CI
Cigna Corp

Healthcare
-43
- 3.99%
$265.59 - $358.58 $11.4K - $15.4K
1.04K $286M
PCK
Pimco California Municipal Income Fund Ii

Financial Services
-6.1K
- 7.45%
$5.64 - $6.3 $34.4K - $38.4K
75.7K $435M
VLO
Valero Energy Corp

Energy
-158
- 3.57%
$118.59 - $144.02 $18.7K - $22.8K
4.27K $523M
DVY
Ishares Tr

ETFs
-150
- 1.09%
$129.55 - $143.41 $19.4K - $21.5K
13.6K $1.79B
IEF
Ishares Barclays

ETFs
-93
- 0.86%
$92.08 - $98.18 $8.56K - $9.13K
10.7K $994M
KLAC
Kla Corp

Technology
-2
- 0.45%
$614.46 - $829.55 $1.23K - $1.66K
447 $282M
FDS
Factset Research Systems Inc

Financial Services
-453
- 5.95%
$449.69 - $495.72 $204K - $225K
7.16K $3.44B
TXT
Textron Inc

Industrials
-124
- 2.91%
$75.82 - $90.32 $9.4K - $11.2K
4.14K $317M
ZTS
Zoetis Inc.

Healthcare
-2
- 0.11%
$162.24 - $194.42 $324 - $389
1.75K $285M
VGLT
Vanguard Long Term Treasury Et

ETFs
-425
- 8.55%
$55.1 - $61.74 $23.4K - $26.2K
4.55K $252M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.71K
- 6.32%
$33.92 - $36.6 $57.9K - $62.4K
25.3K $874M
MQ
Marqeta, Inc.

Technology
-180
- 0.47%
$3.42 - $5.95 $616 - $1.07K
38.3K $145M
MPC
Marathon Petroleum Corp

Energy
-9
- 0.53%
$131.65 - $174.84 $1.18K - $1.57K
1.68K $234M
ZIP
Ziprecruiter, Inc.

Industrials
-138
- 0.94%
$7.07 - $11.1 $976 - $1.53K
14.6K $105M
SO
Southern CO

Utilities
-141
- 5.34%
$81.5 - $94.15 $11.5K - $13.3K
2.5K $206M
WAL
Western Alliance Bancorporation

Financial Services
-59
- 0.64%
$80.51 - $96.1 $4.75K - $5.67K
9.17K $766M
WEN
Wendy'S CO

Consumer Cyclical
-1.08K
- 9.21%
$16.26 - $20.42 $17.5K - $22K
10.6K $173M
XLI
Industrial Sector Spdr

ETFs
-155
- 6.5%
$131.76 - $143.99 $20.4K - $22.3K
2.23K $294M
DUK
Duke Energy Corp

Utilities
-70
- 2.67%
$105.76 - $120.76 $7.4K - $8.45K
2.55K $275M
FIP
Ftai Infrastructure LLC
-6
- 0.05%
$7.07 - $9.79 $42.4 - $58.7
11.7K $84.9M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-42
- 1.53%
$101.82 - $114.06 $4.28K - $4.79K
2.71K $281M
FTV
Fortive Corp

Technology
-19
- 0.63%
$71.16 - $79.68 $1.35K - $1.51K
3.02K $226M
SYK
Stryker Corp

Healthcare
-20
- 0.4%
$345.14 - $392.15 $6.9K - $7.84K
5.04K $1.82B
FIGS
Figs, Inc.

Consumer Cyclical
-49
- 0.26%
$4.67 - $6.75 $229 - $331
19.1K $118M
IWV
Ishares Russell 3000 ETF

ETFs
-112
- 3.03%
$323.08 - $349.08 $36.2K - $39.1K
3.59K $1.2B
ALL
Allstate Corp

Financial Services
-65
- 3.66%
$181.25 - $208.2 $11.8K - $13.5K
1.71K $331M
XLC
Select Sector Spdr Tr Communic

ETFs
-323
- 6.92%
$89.66 - $102.16 $29K - $33K
4.35K $421M
VEEV
Veeva Systems Inc

Healthcare
-4
- 0.17%
$201.81 - $250.45 $807 - $1K
2.35K $495M
XLY
Select Sector Spdr Consumer Di

ETFs
-133
- 10.52%
$194.8 - $239.43 $25.9K - $31.8K
1.13K $254M
Jpmorgan Chase Finl CO LLC
-690
- 3.15%
N/A
21.2K $627M
DE
Deere & CO

Industrials
-6
- 0.62%
$389.45 - $466.0 $2.34K - $2.8K
959 $408M
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
Track This Portfolio

Track Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email