Evoke Wealth, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.36 Billion distributed in 401 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 $327M, World Gold Trust with a value of $276M, Tidal ETF Tr Rpar Risk Parity with a value of $259M, Flexshares Tr Morningstar Glob with a value of $141M, and Schwab Strategic Us Tips ETF with a value of $138M.
Examining the 13F form we can see an decrease of $1.29B in the current position value, from $4.64B to 3.36B.
Below you can find more details about Evoke Wealth, LLC portfolio as well as his latest detailed transactions.