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 Market Cap. of $200 Billions or more
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