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
$18.7B
$1.62 Billion 0.04% of portfolio
11,830
Q1 2025 Added 2.26%
$0
$1.55 Billion 0.04% of portfolio
52,572
Q3 2024 New
$239B
$1.52 Billion 0.04% of portfolio
13,016
Q1 2025 Added 4.23%
Ishares Bitcoin Trust ETF
-
$1.58 Billion 0.04% of portfolio
-
Q1 2025 Added 27.45%
$146B
$1.72 Billion 0.04% of portfolio
8,390
Q1 2025 Added 2.98%
$207B
$1.61 Billion 0.04% of portfolio
17,749
Q1 2025 Reduced 1.54%
$125B
$1.63 Billion 0.04% of portfolio
9,570
Q1 2025 Added 2.67%
$0
$1.49 Billion 0.04% of portfolio
92,685
Q3 2024 Added 479.28%
$191B
$1.55 Billion 0.04% of portfolio
4,959
Q1 2025 Reduced 2.54%
$0
$1.41 Billion 0.04% of portfolio
71,067
Q1 2025 Reduced 0.28%
$39.1B
$1.48 Billion 0.04% of portfolio
5,727
Q1 2025 Reduced 2.87%
$0
$1.64 Billion 0.04% of portfolio
32,869
Q1 2025 Added 3.17%
$272B
$1.51 Billion 0.04% of portfolio
5,622
Q1 2025 Added 2.8%
$382B
$1.46 Billion 0.04% of portfolio
3,971
Q1 2025 Reduced 3.8%
$0
$1.57 Billion 0.04% of portfolio
12,158
Q1 2025 Added 0.35%
Jacobs Solutions Inc
-
$1.5 Billion 0.04% of portfolio
-
Q1 2025 Reduced 0.11%
$206B
$1.02 Billion 0.03% of portfolio
36,092
Q1 2025 Reduced 0.56%
$0
$1.18 Billion 0.03% of portfolio
5,332
Q1 2025 Added 201.58%
$206B
$1.04 Billion 0.03% of portfolio
3,154
Q1 2025 Reduced 2.74%
$0
$1.28 Billion 0.03% of portfolio
17,469
Q1 2025 Added 88.94%
$0
$1.14 Billion 0.03% of portfolio
3,587
Q4 2024 Reduced 3.03%
$220B
$1.01 Billion 0.03% of portfolio
9,873
Q1 2025 Reduced 3.77%
$0
$1.18 Billion 0.03% of portfolio
14,494
Q1 2025 Added 6.99%
$0
$1.17 Billion 0.03% of portfolio
12,317
Q1 2025 Added 14.61%
$0
$1.32 Billion 0.03% of portfolio
30,250
Q1 2025 Added 0.57%
$0
$1.15 Billion 0.03% of portfolio
79,506
Q3 2024 Added 349.19%
$183B
$1.1 Billion 0.03% of portfolio
24,258
Q1 2025 Reduced 8.18%
$0
$1.11 Billion 0.03% of portfolio
18,428
Q1 2025 Added 0.57%
$0
$1.18 Billion 0.03% of portfolio
12,747
Q1 2025 Added 4.51%
$35.2B
$1.08 Billion 0.03% of portfolio
4,637
Q1 2025 Added 3.34%
Arista Networks Inc
-
$1.05 Billion 0.03% of portfolio
-
Q1 2025 Added 293.21%
$45.1B
$1.07 Billion 0.03% of portfolio
8,411
Q1 2025 Reduced 1.27%
$9.02B
$1.05 Billion 0.03% of portfolio
6,530
Q1 2025 Reduced 1.11%
$109B
$969 Million 0.03% of portfolio
9,874
Q1 2025 Added 3.78%
$0
$1.28 Billion 0.03% of portfolio
22,816
Q1 2025 Reduced 4.76%
$0
$965 Million 0.03% of portfolio
24,462
Q1 2025 Added 78.8%
Harris Oakmark ETF Trust
-
$1.19 Billion 0.03% of portfolio
-
Q1 2025 New
$0
$1.06 Billion 0.03% of portfolio
40,400
Q1 2025 New
$0
$1.26 Billion 0.03% of portfolio
2,991
Q1 2025 Reduced 2.57%
$59.1B
$1.19 Billion 0.03% of portfolio
6,952
Q1 2025 Added 14.72%
Pimco ETF Tr
-
$1.12 Billion 0.03% of portfolio
-
Q1 2025 Added 0.01%
$0
$1.16 Billion 0.03% of portfolio
12,400
Q1 2025 Reduced 88.78%
Ea Series Trust
-
$1.18 Billion 0.03% of portfolio
-
Q1 2025 Added 0.29%
$144B
$1 Billion 0.03% of portfolio
14,175
Q1 2025 Added 4.01%
$106B
$1.13 Billion 0.03% of portfolio
3,212
Q1 2025 Added 26.81%
$6.64B
$963 Million 0.03% of portfolio
24,335
Q1 2025 Added 0.67%
$32.6B
$1.21 Billion 0.03% of portfolio
22,111
Q1 2025 Added 711.71%
$47.6B
$1.32 Billion 0.03% of portfolio
60,088
Q1 2025 Reduced 3.4%
$0
$1.31 Billion 0.03% of portfolio
17,316
Q4 2024 Added 1.33%

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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