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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$365 Billion 9.9% of portfolio
632,097
Q3 2024 Added 39,729.68%
$7.83B
$342 Billion 9.28% of portfolio
6,556,986
Q3 2024 New
$0
$274 Billion 7.43% of portfolio
13,290,284
Q3 2024 New
$0
$152 Billion 4.12% of portfolio
534,641
Q3 2024 New
$0
$145 Billion 3.94% of portfolio
3,520,932
Q3 2024 Added 13,445.17%
$0
$136 Billion 3.68% of portfolio
2,529,193
Q3 2024 Added 31,526.77%
$0
$122 Billion 3.32% of portfolio
442,020
Q3 2024 New
$0
$122 Billion 3.32% of portfolio
1,108,080
Q3 2024 New
$0
$103 Billion 2.8% of portfolio
864,393
Q3 2024 New
$0
$86.7 Billion 2.35% of portfolio
856,187
Q3 2024 Added 20,808.11%
$0
$78.5 Billion 2.13% of portfolio
1,486,289
Q3 2024 Added 36,364.4%
$0
$74.7 Billion 2.03% of portfolio
141,147
Q3 2024 New
$0
$73.1 Billion 1.98% of portfolio
1,265,562
Q3 2024 New
$0
$71.6 Billion 1.94% of portfolio
124,448
Q3 2024 New
$0
$66.7 Billion 1.81% of portfolio
382,104
Q3 2024 New
$0
$64.7 Billion 1.76% of portfolio
1,629,710
Q3 2024 New
$3.96T
$58.6 Billion 1.59% of portfolio
251,677
Q3 2024 Added 8,888.46%
$0
$56.4 Billion 1.53% of portfolio
1,775,520
Q3 2024 Added 4,680.61%
$0
$56.5 Billion 1.53% of portfolio
471,893
Q3 2024 Added 19,562.21%
$0
$46.6 Billion 1.26% of portfolio
521,079
Q3 2024 Added 4,181.67%
$3.35T
$45.5 Billion 1.24% of portfolio
105,769
Q3 2024 New
$0
$44.9 Billion 1.22% of portfolio
938,489
Q3 2024 Added 19,111.65%
$0
$44.8 Billion 1.22% of portfolio
227,122
Q3 2024 New
$0
$42.9 Billion 1.17% of portfolio
702,501
Q3 2024 New
$0
$40.4 Billion 1.1% of portfolio
2,723,773
Q3 2024 Added 225.38%
$0
$35.8 Billion 0.97% of portfolio
1,305,344
Q3 2024 New
$0
$32.7 Billion 0.89% of portfolio
164,465
Q3 2024 Added 3,096.6%
$0
$30.6 Billion 0.83% of portfolio
311,565
Q3 2024 New
$1.38T
$27.9 Billion 0.76% of portfolio
48,763
Q3 2024 Added 4,776.3%
$0
$24.7 Billion 0.67% of portfolio
94,798
Q3 2024 Added 4,457.6%
$2.35T
$22.2 Billion 0.6% of portfolio
119,100
Q3 2024 New
$0
$21.5 Billion 0.58% of portfolio
435,562
Q3 2024 Added 2,214.36%
$1.11T
$21 Billion 0.57% of portfolio
126,848
Q3 2024 New
$347B
$16.3 Billion 0.44% of portfolio
133,948
Q3 2024 Added 2,578.96%
$0
$15.6 Billion 0.42% of portfolio
258,833
Q3 2024 Added 6,562.37%
$510B
$15.5 Billion 0.42% of portfolio
31,463
Q3 2024 New
$383B
$13 Billion 0.35% of portfolio
80,263
Q3 2024 New
$86.6B
$12.9 Billion 0.35% of portfolio
53,244
Q3 2024 New
$91.1B
$12.9 Billion 0.35% of portfolio
27,082
Q3 2024 New
$5.8B
$11.8 Billion 0.32% of portfolio
271,086
Q3 2024 New
$499B
$11.8 Billion 0.32% of portfolio
20,244
Q3 2024 New
$43.5B
$11.1 Billion 0.3% of portfolio
224,221
Q3 2024 New
$63.4B
$10.5 Billion 0.28% of portfolio
3,322
Q3 2024 New
$0
$10.2 Billion 0.28% of portfolio
115,643
Q3 2024 New
$0
$10.2 Billion 0.28% of portfolio
100,788
Q3 2024 Added 20.62%
$481B
$9.78 Billion 0.27% of portfolio
57,404
Q3 2024 New
$0
$9.51 Billion 0.26% of portfolio
19,459
Q3 2024 Added 4,139.43%
$147B
$8.99 Billion 0.24% of portfolio
76,502
Q3 2024 New
$216B
$8.94 Billion 0.24% of portfolio
52,545
Q3 2024 New

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
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