Evoke Wealth, LLC Portfolio Holdings
Evoke Wealth, LLC
- $84.8 Billion
- Q2 2024
Evoke Wealth, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $84.8 Billion distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tidal ETF Tr with a value of $11.3B, Vanguard World Fd Esg U.S. Sto with a value of $8.07B, Vanguard World Fd Esg Intl Stk with a value of $3.39B, Schwab Strategic Tr Us Large C with a value of $2.19B, and Qualcomm Inc with a value of $1.59B.
Examining the 13F form we can see an increase of $81.5B in the current position value, from $3.36B to 84.8B.
Below you can find more details about Evoke Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$84.8 Billion
ETFs: $33.9 Billion
Communication Services: $17.4 Billion
Financial Services: $7.92 Billion
Technology: $3.94 Billion
Utilities: $1.65 Billion
Healthcare: $1.57 Billion
Real Estate: $1.56 Billion
Industrials: $1.22 Billion
Other: $1.48 Billion
Stock Holdings Table Companies Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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