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
HD
Home Depot, Inc.

Consumer Cyclical
-157
- 3.8%
$347.25 - $424.87 $54.5K - $66.7K
3.97K $1.46B
INTU
Intuit Inc

Technology
-79
- 1.17%
$555.63 - $630.23 $43.9K - $49.8K
6.68K $4.1B
PGF
Invesco Exchange Traded Fd Tr

ETFs
-3.8K
- 1.25%
$14.28 - $14.97 $54.3K - $56.9K
301K $4.3B
CAT
Caterpillar Inc

Industrials
-89
- 2.74%
$326.75 - $407.63 $29.1K - $36.3K
3.15K $1.04B
OKE
Oneok Inc

Energy
-892
- 28.36%
$89.57 - $109.85 $79.9K - $98K
2.25K $224M
HLI
Houlihan Lokey, Inc.

Financial Services
-73
- 1.11%
$154.43 - $187.4 $11.3K - $13.7K
6.53K $1.05B
TROW
Price T Rowe Group Inc

Financial Services
-197
- 6.1%
$91.57 - $116.93 $18K - $23K
3.03K $278M
MIDD
Middleby Corp

Industrials
-2.79K
- 13.55%
$133.93 - $172.89 $374K - $483K
17.8K $2.71B
TXN
Texas Instruments Inc

Technology
-348
- 13.24%
N/A
2.28K $410M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-1.14K
- 4.76%
$53.81 - $62.59 $61.3K - $71.4K
22.8K $1.28B
MBLY
Mobileye Global Inc.
-68
- 0.55%
$14.24 - $21.85 $968 - $1.49K
12.3K $177M
WAL
Western Alliance Bancorporation

Financial Services
-53
- 0.58%
$72.65 - $94.0 $3.85K - $4.98K
9.12K $700M
LEN
Lennar Corp

Consumer Cyclical
-137
- 6.56%
$113.93 - $141.54 $15.6K - $19.4K
1.95K $224M
ARES
Ares Management Corp

Financial Services
-57
- 3.56%
$140.19 - $198.28 $7.99K - $11.3K
1.54K $226M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-79
- 2.57%
$408.78 - $448.82 $32.3K - $35.5K
2.99K $1.26B
MDT
Medtronic PLC

Healthcare
-1.04K
- 24.25%
$79.84 - $94.5 $82.9K - $98.1K
3.24K $294M
FIS
Fidelity National Information Services, Inc.

Technology
-263
- 5.14%
$68.12 - $83.42 $17.9K - $21.9K
4.85K $362M
CPNG
Coupang, Inc.

Consumer Cyclical
-2.12K
- 3.4%
$21.34 - $25.52 $45.2K - $54.1K
60.1K $1.32B
PG
Procter & Gamble CO

Consumer Defensive
-907
- 2.38%
$158.56 - $176.26 $144K - $160K
37.1K $6.33B
CEG
Constellation Energy Corp

Utilities
-60
- 4.02%
$201.63 - $347.44 $12.1K - $20.8K
1.43K $289M
SYY
Sysco Corp

Consumer Defensive
-473
- 7.84%
$70.0 - $77.13 $33.1K - $36.5K
5.56K $417M
SPMD
Spdr Portfolio

ETFs
-267
- 3.35%
$50.21 - $57.73 $13.4K - $15.4K
7.71K $394M
USB
Us Bancorp \De\

Financial Services
-263
- 5.16%
$40.92 - $50.9 $10.8K - $13.4K
4.84K $207M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-492
- 2.46%
$21.23 - $23.75 $10.4K - $11.7K
19.5K $420M
FIGS
Figs, Inc.

Consumer Cyclical
-341
- 1.78%
$4.33 - $6.18 $1.48K - $2.11K
18.8K $86.3M
CNI
Canadian National Railway CO

Industrials
-49
- 0.8%
$95.46 - $106.79 $4.68K - $5.23K
6.11K $596M
Kenvue Inc
-3.22K
- 17.08%
N/A
15.6K $375M
TXT
Textron Inc

Industrials
-62
- 1.5%
$70.19 - $81.2 $4.35K - $5.03K
4.08K $295M
ZIP
Ziprecruiter, Inc.

Industrials
-246
- 1.69%
$5.44 - $8.09 $1.34K - $1.99K
14.3K $84.3M
OTIS
Otis Worldwide Corp

Industrials
-4.92K
- 10.69%
$90.77 - $104.01 $447K - $512K
41.1K $4.24B
MUB
Ishares National Muni Bond ETF

ETFs
-150
- 5.25%
$104.71 - $107.69 $15.7K - $16.2K
2.71K $285M
Veralto Corp
-28
- 1.07%
N/A
2.58K $252M
F
Ford Motor CO

Consumer Cyclical
-1.18K
- 10.5%
$9.12 - $10.43 $10.8K - $12.3K
10.1K $101M
SMMT
Summit Therapeutics Inc.

Healthcare
-1.59K
- 10.57%
$16.65 - $23.76 $26.4K - $37.7K
13.4K $259M
INGR
Ingredion Inc

Consumer Defensive
-9
- 0.47%
$125.6 - $137.36 $1.13K - $1.24K
1.91K $259M
EBAY
Ebay Inc

Consumer Cyclical
-358
- 8.45%
$61.61 - $70.93 $22.1K - $25.4K
3.88K $263M
EQR
Equity Residential

Real Estate
-12
- 0.39%
$66.98 - $75.02 $804 - $900
3.05K $220M
DSL
Double Line Income Solutions Fund

Financial Services
-390
- 0.2%
$12.53 - $12.88 $4.89K - $5.02K
197K $2.49B
K
Kellogg CO

Consumer Defensive
-20
- 0.44%
$81.06 - $82.9 $1.62K - $1.66K
4.48K $369M
BMY
Bristol Myers Squibb CO

Healthcare
-272
- 4.97%
$53.9 - $63.11 $14.7K - $17.2K
5.2K $317M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-63
- 0.61%
$8.57 - $10.13 $540 - $638
10.2K $100M
MQ
Marqeta, Inc.

Technology
-504
- 1.32%
$3.51 - $4.57 $1.77K - $2.3K
37.8K $156M
HDB
Hdfc Bank LTD

Financial Services
-192
- 1.87%
$58.06 - $66.85 $11.1K - $12.8K
10.1K $670M
DE
Deere & CO

Industrials
-47
- 4.9%
$408.57 - $509.27 $19.2K - $23.9K
912 $430M
AFL
Aflac Inc

Financial Services
-239
- 3.61%
$100.99 - $111.19 $24.1K - $26.6K
6.38K $709M
PGR
Progressive Corp

Financial Services
-119
- 8.25%
$235.61 - $291.22 $28K - $34.7K
1.32K $374M
SYK
Stryker Corp

Healthcare
-87
- 1.73%
$355.18 - $399.9 $30.9K - $34.8K
4.95K $1.85B
Linde PLC
-1.63K
- 9.64%
N/A
15.2K $7.1B
AMT
American Tower Corp

Real Estate
-37
- 2.51%
$173.46 - $217.6 $6.42K - $8.05K
1.44K $312M
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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