Evoke Wealth, LLC Portfolio Holdings
Evoke Wealth, LLC
- $3.68 Trillion
- Q3 2024
Evoke Wealth, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.68 Trillion distributed in 418 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $365B, World Gold Trust with a value of $342B, Tidal ETF Tr Rpar Risk Parity with a value of $274B, Vanguard Total Stock Market Et with a value of $152B, and Flexshares Tr Morningstar Glob with a value of $145B.
Examining the 13F form we can see an increase of $3.6T in the current position value, from $84.8B to 3.68T.
Below you can find more details about Evoke Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.68 Trillion
Technology: $189 Billion
ETFs: $153 Billion
Financial Services: $105 Billion
Communication Services: $82.6 Billion
Healthcare: $79.9 Billion
Consumer Cyclical: $68.5 Billion
Industrials: $42.6 Billion
Consumer Defensive: $30.2 Billion
Other: $48.7 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 418
- Current Value $3.68 Trillion
- Prior Value $84.8 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 319 stocks
- Additional Purchases 73 stocks
- Sold out of 0 stocks
- Reduced holdings in 2 stocks