Evoke Wealth, LLC Portfolio Holdings

Evoke Wealth, LLC

  • $3.83 Trillion
  • Q1 2025

Evoke Wealth, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.83 Trillion distributed in 450 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $424B, Ishares Core S&P 500 ETF with a value of $354B, Tidal ETF Tr Rpar Risk Parity with a value of $215B, Vanguard Total Stock Market Et with a value of $155B, and Schwab Strategic Us Tips ETF with a value of $149B.

Examining the 13F form we can see an increase of $240B in the current position value, from $3.59T to 3.83T.

Below you can find more details about Evoke Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.83 Trillion
Technology: $258 Billion
ETFs: $156 Billion
Financial Services: $134 Billion
Healthcare: $77.5 Billion
Consumer Cyclical: $68.4 Billion
Communication Services: $66.7 Billion
Industrials: $40.9 Billion
Consumer Defensive: $28.3 Billion
Other: $47.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81B
$2.59 Billion 0.07% of portfolio
142,283
Q1 2025 Added 0.43%
$237B
$2.57 Billion 0.07% of portfolio
9,558
Q1 2025 Reduced 0.63%
$159B
$2.58 Billion 0.07% of portfolio
8,267
Q1 2025 Added 4.47%
$32.5B
$2.85 Billion 0.07% of portfolio
11,708
Q1 2025 Added 1.18%
$17.1B
$2.87 Billion 0.07% of portfolio
6,314
Q1 2025 Reduced 11.83%
$934B
$2.66 Billion 0.07% of portfolio
10,272
Q1 2025 Reduced 33.07%
$8.01B
$2.71 Billion 0.07% of portfolio
17,818
Q1 2025 Reduced 13.55%
$376B
$2.82 Billion 0.07% of portfolio
67,573
Q1 2025 Added 48.97%
$0
$2.79 Billion 0.07% of portfolio
247,089
Q4 2024 Added 17.61%
$0
$2.72 Billion 0.07% of portfolio
240,374
Q4 2024 Added 21.17%
$233B
$2.57 Billion 0.07% of portfolio
19,375
Q1 2025 Added 2.57%
$53.6B
$2.48 Billion 0.06% of portfolio
22,854
Q1 2025 Added 11.73%
$172B
$2.31 Billion 0.06% of portfolio
4,548
Q1 2025 Added 3.84%
$79.5B
$2.15 Billion 0.06% of portfolio
9,730
Q1 2025 Added 3.93%
$216B
$2.27 Billion 0.06% of portfolio
7,257
Q1 2025 Reduced 2.59%
$0
$2.49 Billion 0.06% of portfolio
197,436
Q1 2025 Reduced 0.2%
$92.7B
$2.27 Billion 0.06% of portfolio
35,559
Q1 2025 Reduced 10.25%
$284B
$2.22 Billion 0.06% of portfolio
35,940
Q1 2025 Added 1.59%
$215B
$1.74 Billion 0.05% of portfolio
13,132
Q1 2025 Reduced 6.83%
$0
$1.91 Billion 0.05% of portfolio
150,763
Q1 2025 Added 0.2%
$23.4B
$1.8 Billion 0.05% of portfolio
24,994
Q1 2025 Reduced 8.18%
$128B
$1.88 Billion 0.05% of portfolio
6,135
Q1 2025 Added 3.98%
$0
$1.85 Billion 0.05% of portfolio
171,503
Q4 2024 Added 13.2%
$148B
$1.85 Billion 0.05% of portfolio
4,953
Q1 2025 Reduced 1.73%
$263B
$2.09 Billion 0.05% of portfolio
23,720
Q1 2025 Added 4.53%
$86.2B
$1.85 Billion 0.05% of portfolio
12,627
Q1 2025 Added 3.48%
$92.7B
$1.89 Billion 0.05% of portfolio
8,151
Q1 2025 Reduced 0.55%
$435B
$1.96 Billion 0.05% of portfolio
2,070
Q1 2025 Added 5.45%
$23.9B
$1.46 Billion 0.04% of portfolio
13,238
Q1 2025 Added 0.91%
$300B
$1.54 Billion 0.04% of portfolio
21,377
Q1 2025 Reduced 2.99%
$19.2B
$1.62 Billion 0.04% of portfolio
11,830
Q1 2025 Added 2.26%
$240B
$1.52 Billion 0.04% of portfolio
13,016
Q1 2025 Added 4.23%
$146B
$1.72 Billion 0.04% of portfolio
8,390
Q1 2025 Added 2.98%
$212B
$1.61 Billion 0.04% of portfolio
17,749
Q1 2025 Reduced 1.54%
$135B
$1.63 Billion 0.04% of portfolio
9,570
Q1 2025 Added 2.67%
$0
$1.49 Billion 0.04% of portfolio
92,685
Q3 2024 Added 479.28%
$187B
$1.55 Billion 0.04% of portfolio
4,959
Q1 2025 Reduced 2.54%
$39.3B
$1.48 Billion 0.04% of portfolio
5,727
Q1 2025 Reduced 2.87%
$271B
$1.51 Billion 0.04% of portfolio
5,622
Q1 2025 Added 2.8%
$380B
$1.46 Billion 0.04% of portfolio
3,971
Q1 2025 Reduced 3.8%
$200B
$1.02 Billion 0.03% of portfolio
36,092
Q1 2025 Reduced 0.56%
$212B
$1.04 Billion 0.03% of portfolio
3,154
Q1 2025 Reduced 2.74%
$223B
$1.01 Billion 0.03% of portfolio
9,873
Q1 2025 Reduced 3.77%
$0
$1.15 Billion 0.03% of portfolio
79,506
Q3 2024 Added 349.19%
$179B
$1.1 Billion 0.03% of portfolio
24,258
Q1 2025 Reduced 8.18%
$35.9B
$1.08 Billion 0.03% of portfolio
4,637
Q1 2025 Added 3.34%
$45.5B
$1.07 Billion 0.03% of portfolio
8,411
Q1 2025 Reduced 1.27%
$9.4B
$1.05 Billion 0.03% of portfolio
6,530
Q1 2025 Reduced 1.11%
$108B
$969 Million 0.03% of portfolio
9,874
Q1 2025 Added 3.78%

Summary

  • Portfolio
  • No. of Stocks 450
  • Current Value $3.83 Trillion
  • Prior Value $3.59 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 37 stocks
  • Additional Purchases 217 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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