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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.71B
$424 Billion 11.05% of portfolio
6,844,570
Q1 2025 Added 3.64%
$0
$354 Billion 9.24% of portfolio
629,942
Q1 2025 Added 1.17%
$0
$215 Billion 5.6% of portfolio
10,902,610
Q1 2025 Reduced 1.4%
$0
$155 Billion 4.04% of portfolio
563,450
Q1 2025 Added 2.52%
$0
$149 Billion 3.9% of portfolio
5,558,246
Q1 2025 Added 14.35%
$0
$143 Billion 3.74% of portfolio
3,690,983
Q1 2025 Added 13.73%
$0
$122 Billion 3.18% of portfolio
1,097,031
Q1 2025 Reduced 0.36%
$0
$115 Billion 3.01% of portfolio
425,681
Q1 2025 Reduced 1.8%
$0
$95.7 Billion 2.5% of portfolio
822,066
Q1 2025 Reduced 2.94%
$0
$84 Billion 2.19% of portfolio
1,653,032
Q1 2025 Added 6.46%
$3.34T
$80.5 Billion 2.1% of portfolio
362,559
Q1 2025 Added 40.88%
$0
$76.4 Billion 1.99% of portfolio
148,596
Q1 2025 Added 2.84%
$0
$75.6 Billion 1.97% of portfolio
764,238
Q1 2025 Reduced 9.08%
$0
$71.6 Billion 1.87% of portfolio
1,861,542
Q1 2025 Added 7.0%
$0
$67.5 Billion 1.76% of portfolio
120,372
Q1 2025 Reduced 3.45%
$0
$65.6 Billion 1.71% of portfolio
379,916
Q1 2025 Reduced 4.03%
$0
$63.4 Billion 1.65% of portfolio
676,187
Q1 2025 Added 2.15%
$0
$62.9 Billion 1.64% of portfolio
2,015,129
Q1 2025 Added 9.35%
$0
$58.9 Billion 1.54% of portfolio
1,074,833
Q1 2025 Reduced 6.01%
$0
$57.2 Billion 1.49% of portfolio
1,264,388
Q1 2025 Added 13.74%
$0
$56.6 Billion 1.48% of portfolio
488,130
Q1 2025 Reduced 2.65%
$0
$46.5 Billion 1.21% of portfolio
932,697
Q1 2025 Added 14.13%
$0
$46.2 Billion 1.21% of portfolio
242,324
Q1 2025 Added 2.97%
$3.67T
$43.8 Billion 1.14% of portfolio
116,714
Q1 2025 Added 8.4%
$0
$41.4 Billion 1.08% of portfolio
1,598,619
Q1 2025 Added 19.62%
$0
$40.3 Billion 1.05% of portfolio
499,756
Q1 2025 Added 2.77%
$0
$39.4 Billion 1.03% of portfolio
2,852,846
Q1 2025 Added 8.37%
$0
$37.6 Billion 0.98% of portfolio
683,358
Q1 2025 Reduced 0.88%
$0
$32.6 Billion 0.85% of portfolio
167,801
Q1 2025 Added 2.47%
$1.05T
$28.3 Billion 0.74% of portfolio
183,133
Q1 2025 Added 46.13%
$2.25T
$25.5 Billion 0.66% of portfolio
133,848
Q1 2025 Added 11.54%
$0
$24.6 Billion 0.64% of portfolio
96,853
Q1 2025 Added 0.74%
$0
$22.7 Billion 0.59% of portfolio
249,339
Q1 2025 Reduced 15.46%
$0
$21.5 Billion 0.56% of portfolio
208,130
Q1 2025 Added 516.44%
$539B
$19 Billion 0.5% of portfolio
34,731
Q1 2025 Added 13.76%
$114B
$18.1 Billion 0.47% of portfolio
156,973
Q1 2025 Added 2,973.08%
$6.45B
$16.4 Billion 0.43% of portfolio
282,524
Q1 2025 Added 17.7%
$1.08T
$16.4 Billion 0.43% of portfolio
104,769
Q1 2025 Added 256.83%
$0
$16 Billion 0.42% of portfolio
270,074
Q1 2025 Added 2.17%
$106B
$15.3 Billion 0.4% of portfolio
52,926
Q1 2025 Reduced 4.7%
$408B
$12.2 Billion 0.32% of portfolio
73,364
Q1 2025 Reduced 6.95%
$53.4B
$12.2 Billion 0.32% of portfolio
207,704
Q4 2024 Reduced 7.37%
$0
$11.3 Billion 0.3% of portfolio
115,466
Q1 2025 Added 3.07%
$637B
$10.7 Billion 0.28% of portfolio
20,013
Q1 2025 Added 4.52%
$92.1B
$10.6 Billion 0.28% of portfolio
22,827
Q1 2025 Reduced 10.75%
$70.6B
$10.6 Billion 0.28% of portfolio
2,779
Q1 2025 Reduced 11.75%
$1.62T
$10.2 Billion 0.27% of portfolio
17,683
Q1 2025 Reduced 64.47%
$0
$10.4 Billion 0.27% of portfolio
22,214
Q1 2025 Added 21.42%
$305B
$9.51 Billion 0.25% of portfolio
18,158
Q1 2025 Reduced 7.46%

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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