Evoke Wealth, LLC Reduced Holdings in Q2 2025

Evoke Wealth, LLC

  • $4.37 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EBAY
Ebay Inc

Consumer Cyclical
-1.1K
- 28.31%
$59.52 - $79.36 $65.4K - $87.1K
2.78K $207M
KLAC
Kla Corp

Technology
-164
- 35.34%
$576.53 - $902.94 $94.6K - $148K
300 $268M
WFC
Wells Fargo & Company

Financial Services
-1.31K
- 17.12%
$60.98 - $80.12 $79.9K - $105K
6.34K $508M
ET
Energy Transfer LP

Energy
-1.6K
- 6.25%
$15.65 - $18.93 $25K - $30.3K
24K $435M
PFE
Pfizer Inc

Healthcare
-472
- 1.81%
$21.59 - $24.84 $10.2K - $11.7K
25.6K $620M
DUK
Duke Energy Corp

Utilities
-232
- 7.41%
$112.46 - $124.05 $26.1K - $28.8K
2.9K $342M
AIQ
Global X Funds Global X Artifi

ETFs
-2.57K
- 24.33%
$31.5 - $43.69 $81K - $112K
7.99K $350M
MSCI
Msci Inc.

Financial Services
-256
- 2.53%
$506.56 - $576.74 $130K - $148K
9.86K $5.69B
MRVL
Marvell Technology, Inc.

Technology
-1.8K
- 26.86%
$49.38 - $79.97 $89K - $144K
4.91K $380M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.18K
- 1.74%
$119.13 - $135.03 $141K - $159K
66.7K $8.24B
MUB
Ishares National Muni Bond ETF

ETFs
-241
- 8.91%
$102.31 - $105.8 $24.7K - $25.5K
2.47K $258M
ZIP
Ziprecruiter, Inc.

Industrials
-2.53K
- 17.66%
$4.36 - $6.45 $11K - $16.3K
11.8K $59M
LSF
Laird Superfood, Inc.

Consumer Defensive
-5K
- 10.27%
$4.78 - $7.56 $23.9K - $37.8K
43.7K $275M
GGG
Graco Inc

Industrials
-1.52K
- 3.46%
$74.02 - $87.26 $112K - $132K
42.3K $3.64B
NKE
Nike, Inc.

Consumer Cyclical
-3.98K
- 11.2%
$53.27 - $72.04 $212K - $287K
31.6K $2.26B
ABC
Amerisourcebergen Corp

Healthcare
-200
- 8.87%
N/A
2.06K $616M
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
-265
- 0.82%
$10.32 - $14.76 $2.73K - $3.91K
32.2K $364M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-611
- 20.9%
$82.32 - $112.47 $50.3K - $68.7K
2.31K $260M
SYY
Sysco Corp

Consumer Defensive
-185
- 3.33%
$68.0 - $75.91 $12.6K - $14K
5.38K $407M
CYBR
Cyber Ark Software Ltd.

Technology
-147
- 18.87%
$305.98 - $406.88 $45K - $59.8K
632 $257M
EVRG
Evergy, Inc.

Utilities
-78
- 1.1%
$64.06 - $69.64 $5K - $5.43K
7.02K $484M
SRE
Sempra Energy

Utilities
-1.51K
- 6.02%
$63.78 - $78.91 $96K - $119K
23.5K $1.8B
MS
Morgan Stanley

Financial Services
-2.26K
- 17.37%
$99.83 - $140.86 $226K - $318K
10.8K $1.52B
Ftai Aviation LTD
-187
- 3.27%
N/A
5.54K $637M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.75K
- 8.98%
$19.1 - $23.83 $33.5K - $41.8K
17.8K $423M
GKOS
Glaukos Corp

Healthcare
-290
- 3.93%
$82.27 - $103.29 $23.9K - $30K
7.1K $733M
TROW
Price T Rowe Group Inc

Financial Services
-60
- 1.98%
$80.27 - $98.06 $4.82K - $5.88K
2.97K $287M
FIGS
Figs, Inc.

Consumer Cyclical
-1.27K
- 6.77%
$3.62 - $5.89 $4.61K - $7.5K
17.5K $98.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-77
- 2.7%
$152.42 - $182.82 $11.7K - $14.1K
2.77K $507M
SMMT
Summit Therapeutics Inc.

Healthcare
-86
- 0.64%
$16.64 - $36.7 $1.43K - $3.16K
13.3K $284M
Blackrock Inc
-24
- 4.22%
N/A
545 $572M
Linde PLC
-12
- 0.08%
N/A
15.2K $7.14B
HWM
Howmet Aerospace Inc.

Industrials
-448
- 19.16%
$112.33 - $186.13 $50.3K - $83.4K
1.89K $352M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-375
- 1.15%
$51.16 - $62.02 $19.2K - $23.3K
32.2K $2B
CME
Cme Group Inc.

Financial Services
-436
- 1.94%
$252.37 - $290.71 $110K - $127K
22.1K $6.08B
AI
C3.Ai, Inc.

Technology
-403
- 0.99%
$18.24 - $27.8 $7.35K - $11.2K
40.4K $994M
RTX
Raytheon Technologies Corp

Industrials
-102
- 0.78%
$113.75 - $148.48 $11.6K - $15.1K
13K $1.9B
CSCO
Cisco Systems, Inc.

Technology
-1.51K
- 4.2%
$53.19 - $69.38 $80.2K - $105K
34.4K $2.39B
IVW
Ishares S&P 500 Growth ETF

ETFs
-249
- 1.95%
$82.96 - $110.1 $20.7K - $27.4K
12.5K $1.38B
VO
Vanguard Mid Cap ETF

ETFs
-236
- 1.88%
$228.54 - $279.83 $53.9K - $66K
12.3K $3.45B
ROK
Rockwell Automation, Inc

Industrials
-183
- 3.2%
$218.97 - $332.17 $40.1K - $60.8K
5.54K $1.84B
TTD
Trade Desk, Inc.

Technology
-226
- 1.02%
$45.27 - $79.4 $10.2K - $17.9K
21.9K $1.58B
MCO
Moodys Corp

Financial Services
-602
- 2.64%
$396.7 - $501.59 $239K - $302K
22.2K $11.1B
CARR
Carrier Global Corp

Industrials
-2.22K
- 2.72%
$55.55 - $75.83 $123K - $168K
79.4K $5.81B
IAU
Ishares Gold Trust

ETFs
-1K
- 0.48%
$56.1 - $64.74 $56.3K - $64.9K
207K $12.9B
ADI
Analog Devices Inc

Technology
-40
- 0.13%
$164.6 - $238.02 $6.58K - $9.52K
31.1K $7.39B
VTV
Vanguard Value ETF

ETFs
-2.42K
- 0.64%
$153.67 - $176.74 $372K - $428K
377K $67.1B
VONE
Vanguard Russell 1000 ETF

ETFs
-2.85K
- 2.94%
$225.48 - $280.86 $642K - $800K
94K $26.4B
VTWO
Vanguard Russell 2000 ETF

ETFs
-11.3K
- 2.27%
$70.56 - $87.22 $800K - $989K
488K $42.6B
Activity Summary
Buys All Purchases 420 New Holdings 158 Increased Positions 262 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 1 Puts 13
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