Evoke Wealth
Latest statistics and disclosures from Evoke Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, RPAR, IVV, GLDM, SCHP, and represent 35.34% of Evoke Wealth's stock portfolio.
- Added to shares of these 10 stocks: VIG (+$497M), AGG (+$94M), TIP (+$86M), LTPZ (+$86M), VT (+$61M), UPAR (+$39M), GUNR (+$38M), GLDM (+$38M), TLT (+$35M), PLD (+$17M).
- Started 251 new stock positions in HEI.A, IR, CAE, SCHF, CDE, ALGN, DXCM, MRCY, QTWO, LAMR.
- Reduced shares in these 10 stocks: SCHP (-$49M), RPAR (-$30M), SCHB (-$11M), IVV (-$9.3M), LONZ (-$8.0M), ITOT (-$7.5M), BND (-$5.8M), IJH (-$5.5M), MBB (-$5.4M), .
- Sold out of its positions in Activision Blizzard, ASAN, CVS, CHTR, CAG, Direxion Shs Etf Tr sp biotch bl, NVST, FDX, FCT, EMLP.
- Evoke Wealth was a net buyer of stock by $1.6B.
- Evoke Wealth has $4.7B in assets under management (AUM), dropping by 64.41%.
- Central Index Key (CIK): 0001793432
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Portfolio Holdings for Evoke Wealth
Evoke Wealth holds 590 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Evoke Wealth has 590 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evoke Wealth Dec. 31, 2023 positions
- Download the Evoke Wealth December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 11.1 | $518M | +2347% | 3.0M | 170.40 |
|
| Tidal Etf Tr Rpar Risk Pari (RPAR) | 9.2 | $432M | -6% | 23M | 19.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.9 | $275M | -3% | 576k | 477.63 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 5.6 | $260M | +16% | 6.4M | 40.91 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.6 | $167M | -22% | 3.2M | 52.20 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 3.1 | $144M | +35% | 3.5M | 40.95 |
|
| Ishares Tr Tips Bd Etf (TIP) | 2.9 | $134M | +181% | 1.2M | 107.49 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $130M | 548k | 237.22 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 2.2 | $104M | 464k | 223.39 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $96M | +3489% | 971k | 99.25 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 2.0 | $91M | 896k | 101.77 |
|
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 1.9 | $89M | +2628% | 1.6M | 56.68 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $78M | +21% | 1.6M | 47.90 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $70M | +21% | 160k | 436.80 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.3 | $63M | +4031% | 611k | 102.88 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $62M | -3% | 130k | 477.21 |
|
| Ishares Tr Mbs Etf (MBB) | 1.3 | $60M | -8% | 639k | 94.08 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $56M | -5% | 373k | 149.50 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $49M | +24% | 1.2M | 41.10 |
|
| Microsoft Corporation (MSFT) | 1.0 | $48M | +26% | 128k | 376.04 |
|
| Tidal Etf Tr Upar Ultra Risk (UPAR) | 1.0 | $46M | +563% | 3.3M | 13.65 |
|
| Apple (AAPL) | 1.0 | $45M | +12% | 234k | 192.53 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.9 | $44M | +2% | 1.5M | 28.64 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.9 | $41M | +8% | 1.2M | 33.25 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.9 | $40M | -5% | 494k | 81.10 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.9 | $40M | 722k | 55.41 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $38M | 219k | 173.89 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $36M | +2171% | 368k | 98.88 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $29M | 1.2M | 24.11 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $28M | +90% | 78k | 353.96 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $23M | +186% | 583k | 39.03 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.5 | $23M | 104k | 216.94 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $22M | 155k | 139.69 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $21M | +56% | 357k | 59.32 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $19M | +66% | 100k | 191.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $19M | +42% | 45k | 426.51 |
|
| Prologis (PLD) | 0.4 | $19M | +730% | 141k | 133.30 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $19M | 390k | 47.49 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $17M | +1515% | 199k | 83.84 |
|
| Amazon (AMZN) | 0.3 | $15M | +5% | 98k | 151.94 |
|
| Equinix (EQIX) | 0.3 | $15M | NEW | 19k | 805.41 |
|
| Moody's Corporation (MCO) | 0.3 | $14M | +33% | 36k | 390.56 |
|
| Johnson & Johnson (JNJ) | 0.3 | $13M | -15% | 82k | 156.74 |
|
| Linde SHS (LIN) | 0.3 | $12M | +59% | 29k | 410.71 |
|
| TJX Companies (TJX) | 0.2 | $12M | +55% | 122k | 93.81 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $12M | +89% | 19k | 596.60 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $11M | +198% | 77k | 140.93 |
|
| UnitedHealth (UNH) | 0.2 | $10M | 20k | 526.49 |
|
|
| Analog Devices (ADI) | 0.2 | $9.7M | 49k | 198.56 |
|
|
| Vanguard World Extended Dur (EDV) | 0.2 | $9.4M | +47% | 115k | 81.03 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $9.2M | -17% | 108k | 85.06 |
|
| Pepsi (PEP) | 0.2 | $9.1M | 53k | 171.10 |
|
|
| Public Storage (PSA) | 0.2 | $9.1M | +271% | 30k | 305.01 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $8.8M | NEW | 98k | 90.17 |
|
| Extra Space Storage (EXR) | 0.2 | $8.7M | NEW | 54k | 161.92 |
|
| AutoZone (AZO) | 0.2 | $8.7M | 3.4k | 2585.61 |
|
|
| Nike CL B (NKE) | 0.2 | $8.2M | +65% | 76k | 108.94 |
|
| Visa Com Cl A (V) | 0.2 | $8.2M | +62% | 32k | 260.36 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $8.2M | +452% | 14k | 582.96 |
|
| West Pharmaceutical Services (WST) | 0.2 | $7.8M | NEW | 22k | 352.12 |
|
| Msci (MSCI) | 0.2 | $7.8M | +18% | 14k | 565.67 |
|
| Realty Income (O) | 0.2 | $7.7M | NEW | 134k | 57.68 |
|
| Trex Company (TREX) | 0.2 | $7.5M | NEW | 91k | 82.79 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $7.5M | +5% | 97k | 77.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $7.5M | -36% | 18k | 409.74 |
|
| McDonald's Corporation (MCD) | 0.2 | $7.4M | +311% | 25k | 296.52 |
|
| Oracle Corporation (ORCL) | 0.2 | $7.3M | +21% | 70k | 105.43 |
|
| Digital Realty Trust (DLR) | 0.2 | $7.3M | NEW | 54k | 135.80 |
|
| Mettler-Toledo International (MTD) | 0.2 | $7.1M | +89% | 5.8k | 1212.96 |
|
| SM Energy (SM) | 0.2 | $7.1M | 183k | 38.72 |
|
|
| Lowe's Companies (LOW) | 0.2 | $7.1M | 32k | 222.55 |
|
|
| Ventas (VTR) | 0.1 | $6.9M | NEW | 138k | 50.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $6.9M | +25% | 19k | 356.66 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $6.9M | 325k | 21.14 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $6.8M | -5% | 76k | 89.47 |
|
| RBC Bearings Incorporated (RBC) | 0.1 | $6.6M | NEW | 23k | 284.89 |
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $6.5M | +1618% | 106k | 61.82 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $6.4M | -8% | 440k | 14.58 |
|
| Walt Disney Company (DIS) | 0.1 | $6.2M | +70% | 68k | 90.59 |
|
| Chevron Corporation (CVX) | 0.1 | $6.1M | +347% | 41k | 149.16 |
|
| Five Below (FIVE) | 0.1 | $6.0M | NEW | 28k | 213.16 |
|
| Invitation Homes (INVH) | 0.1 | $5.8M | NEW | 170k | 34.37 |
|
| Udr (UDR) | 0.1 | $5.8M | NEW | 152k | 38.29 |
|
| Saia (SAIA) | 0.1 | $5.8M | NEW | 13k | 438.22 |
|
| Simon Property (SPG) | 0.1 | $5.7M | NEW | 40k | 142.64 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $5.7M | 18k | 311.91 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $5.7M | NEW | 6.0k | 950.08 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $5.6M | +313% | 100k | 56.48 |
|
| Sun Communities (SUI) | 0.1 | $5.6M | NEW | 42k | 134.58 |
|
| Carrier Global Corporation (CARR) | 0.1 | $5.5M | 96k | 57.64 |
|
|
| S&p Global (SPGI) | 0.1 | $5.4M | +6% | 12k | 440.55 |
|
| Cme (CME) | 0.1 | $5.4M | 25k | 215.85 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $5.3M | -13% | 23k | 227.29 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $5.2M | NEW | 8.3k | 631.78 |
|
| Snowflake Cl A (SNOW) | 0.1 | $5.2M | +137% | 26k | 199.00 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.2M | -6% | 26k | 200.71 |
|
| Peak (DOC) | 0.1 | $5.1M | NEW | 259k | 19.80 |
|
| Pool Corporation (POOL) | 0.1 | $5.1M | NEW | 13k | 398.71 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $5.0M | +344% | 7.5k | 663.41 |
|
| Ensign (ENSG) | 0.1 | $5.0M | NEW | 45k | 112.27 |
|
| Gra (GGG) | 0.1 | $5.0M | +10% | 57k | 86.76 |
|
| Booking Holdings (BKNG) | 0.1 | $5.0M | +1065% | 1.4k | 3547.22 |
|
| Manhattan Associates (MANH) | 0.1 | $5.0M | NEW | 23k | 215.32 |
|
| Guidewire Software (GWRE) | 0.1 | $4.9M | NEW | 45k | 109.04 |
|
| Procter & Gamble Company (PG) | 0.1 | $4.9M | +9% | 33k | 146.54 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $4.8M | NEW | 49k | 99.35 |
|
| Vici Pptys (VICI) | 0.1 | $4.8M | NEW | 149k | 32.30 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $4.8M | 60k | 79.71 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $4.7M | +7% | 9.6k | 495.23 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $4.7M | +27% | 54k | 88.36 |
|
| Hamilton Lane Cl A (HLNE) | 0.1 | $4.7M | NEW | 41k | 113.89 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $4.7M | NEW | 20k | 237.86 |
|
| Stryker Corporation (SYK) | 0.1 | $4.7M | +233% | 16k | 300.27 |
|
| Copart (CPRT) | 0.1 | $4.6M | NEW | 95k | 49.00 |
|
| Balchem Corporation (BCPC) | 0.1 | $4.6M | NEW | 31k | 149.54 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $4.6M | NEW | 11k | 405.34 |
|
| Agree Realty Corporation (ADC) | 0.1 | $4.5M | NEW | 72k | 63.20 |
|
| Fastenal Company (FAST) | 0.1 | $4.5M | NEW | 70k | 64.77 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $4.5M | +4% | 26k | 170.11 |
|
| Bank Ozk (OZK) | 0.1 | $4.5M | +1554% | 90k | 49.83 |
|
| Cisco Systems (CSCO) | 0.1 | $4.5M | +170% | 89k | 50.52 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $4.5M | NEW | 13k | 337.36 |
|
| Healthequity (HQY) | 0.1 | $4.5M | NEW | 67k | 66.30 |
|
| Globant S A (GLOB) | 0.1 | $4.5M | NEW | 19k | 237.98 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $4.4M | NEW | 1.9k | 2286.96 |
|
| Kadant (KAI) | 0.1 | $4.4M | NEW | 16k | 280.31 |
|
| Brixmor Prty (BRX) | 0.1 | $4.3M | NEW | 186k | 23.27 |
|
| Becton, Dickinson and (BDX) | 0.1 | $4.3M | 18k | 243.84 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.1 | $4.3M | NEW | 77k | 55.43 |
|
| Icon SHS (ICLR) | 0.1 | $4.2M | NEW | 15k | 283.07 |
|
| Kimco Realty Corporation (KIM) | 0.1 | $4.2M | NEW | 196k | 21.31 |
|
| Intuit (INTU) | 0.1 | $4.1M | +20% | 6.6k | 625.09 |
|
| First Industrial Realty Trust (FR) | 0.1 | $4.1M | NEW | 77k | 52.98 |
|
| Valvoline Inc Common (VVV) | 0.1 | $4.1M | NEW | 109k | 37.58 |
|
| Inari Medical Ord (NARI) | 0.1 | $4.1M | 63k | 64.92 |
|
|
| Lattice Semiconductor (LSCC) | 0.1 | $3.9M | NEW | 57k | 68.99 |
|
| Automatic Data Processing (ADP) | 0.1 | $3.9M | +187% | 17k | 234.38 |
|
| Sentinelone Cl A (S) | 0.1 | $3.9M | 142k | 27.44 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $3.9M | -7% | 70k | 55.28 |
|
| Innospec (IOSP) | 0.1 | $3.9M | NEW | 31k | 123.24 |
|
| Deere & Company (DE) | 0.1 | $3.8M | +915% | 9.5k | 401.37 |
|
| Morningstar (MORN) | 0.1 | $3.7M | NEW | 13k | 286.24 |
|
| FactSet Research Systems (FDS) | 0.1 | $3.7M | 7.8k | 477.06 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $3.7M | +19% | 37k | 99.98 |
|
| ConocoPhillips (COP) | 0.1 | $3.7M | +2% | 32k | 116.07 |
|
| ResMed (RMD) | 0.1 | $3.7M | NEW | 21k | 172.02 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $3.7M | NEW | 89k | 41.47 |
|
| MarketAxess Holdings (MKTX) | 0.1 | $3.7M | NEW | 13k | 292.86 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $3.7M | +945% | 22k | 170.46 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $3.7M | +747% | 19k | 192.52 |
|
| Novanta (NOVT) | 0.1 | $3.6M | NEW | 22k | 168.41 |
|
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.1 | $3.6M | NEW | 180k | 20.03 |
|
| Dex (DXCM) | 0.1 | $3.6M | NEW | 29k | 124.09 |
|
| Host Hotels & Resorts (HST) | 0.1 | $3.5M | NEW | 179k | 19.67 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $3.5M | NEW | 9.2k | 380.43 |
|
| Cyberark Software SHS (CYBR) | 0.1 | $3.5M | NEW | 16k | 219.05 |
|
| Alexandria Real Estate Equities (ARE) | 0.1 | $3.4M | NEW | 27k | 128.06 |
|
| Fortinet (FTNT) | 0.1 | $3.4M | +973% | 58k | 58.53 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.1 | $3.4M | NEW | 27k | 125.95 |
|
| Netflix (NFLX) | 0.1 | $3.4M | +100% | 7.0k | 486.88 |
|
| Live Nation Entertainment (LYV) | 0.1 | $3.4M | +78% | 36k | 93.60 |
|
| Ingersoll Rand (IR) | 0.1 | $3.3M | NEW | 43k | 77.34 |
|
| Cohen & Steers (CNS) | 0.1 | $3.3M | NEW | 44k | 75.73 |
|
| Verisk Analytics (VRSK) | 0.1 | $3.3M | +49% | 14k | 238.87 |
|
| Middleby Corporation (MIDD) | 0.1 | $3.3M | -9% | 22k | 147.17 |
|
| Hubspot (HUBS) | 0.1 | $3.3M | NEW | 5.6k | 580.54 |
|
| Edwards Lifesciences (EW) | 0.1 | $3.2M | NEW | 42k | 76.25 |
|
| Paychex (PAYX) | 0.1 | $3.2M | NEW | 27k | 119.11 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $3.2M | +92% | 22k | 146.25 |
|
| AvalonBay Communities (AVB) | 0.1 | $3.2M | NEW | 17k | 188.97 |
|
| Medpace Hldgs (MEDP) | 0.1 | $3.1M | NEW | 10k | 306.53 |
|
| Waste Management (WM) | 0.1 | $3.1M | -19% | 18k | 179.11 |
|
| Fabrinet SHS (FN) | 0.1 | $3.1M | NEW | 17k | 190.33 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.1M | 12k | 262.26 |
|
|
| Qualcomm (QCOM) | 0.1 | $3.1M | +64% | 21k | 144.63 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $3.1M | NEW | 41k | 75.53 |
|
| Moelis & Co Cl A (MC) | 0.1 | $3.1M | NEW | 55k | 56.13 |
|
| Annaly Capital Management In Com New (NLY) | 0.1 | $3.1M | 153k | 20.02 |
|
|
| Tesla Motors (TSLA) | 0.1 | $3.0M | +99% | 12k | 248.48 |
|
| Ansys (ANSS) | 0.1 | $3.0M | NEW | 8.4k | 362.88 |
|
| Waters Corporation (WAT) | 0.1 | $3.0M | NEW | 9.1k | 329.23 |
|
| Synopsys (SNPS) | 0.1 | $2.9M | NEW | 5.7k | 514.91 |
|
| Shift4 Pmts Cl A (FOUR) | 0.1 | $2.9M | NEW | 39k | 74.34 |
|
| Abbvie (ABBV) | 0.1 | $2.9M | -12% | 19k | 154.97 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.9M | 71k | 40.21 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.8M | 10k | 273.74 |
|
|
| Boston Properties (BXP) | 0.1 | $2.8M | NEW | 40k | 71.15 |
|
| Biogen Idec (BIIB) | 0.1 | $2.8M | NEW | 11k | 258.77 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.1 | $2.8M | NEW | 25k | 111.56 |
|
| Ecolab (ECL) | 0.1 | $2.8M | NEW | 14k | 198.93 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $2.8M | NEW | 20k | 137.39 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $2.8M | 52k | 53.01 |
|
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| Jack Henry & Associates (JKHY) | 0.1 | $2.7M | NEW | 17k | 163.41 |
|
| Keysight Technologies (KEYS) | 0.1 | $2.7M | NEW | 17k | 159.09 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.7M | +25% | 5.00 | 542625.00 |
|
| Tractor Supply Company (TSCO) | 0.1 | $2.7M | NEW | 13k | 215.03 |
|
| Csw Industrials (CSWI) | 0.1 | $2.7M | NEW | 13k | 207.41 |
|
| Cognex Corporation (CGNX) | 0.1 | $2.6M | NEW | 63k | 41.74 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $2.6M | +939% | 46k | 56.65 |
|
| Shopify Cl A (SHOP) | 0.1 | $2.6M | NEW | 33k | 77.90 |
|
| Vulcan Materials Company (VMC) | 0.1 | $2.5M | -8% | 11k | 227.01 |
|
| Cousins Pptys Com New (CUZ) | 0.1 | $2.5M | NEW | 103k | 24.35 |
|
| Paylocity Holding Corporation (PCTY) | 0.1 | $2.5M | NEW | 15k | 164.85 |
|
| Doubleline Income Solutions (DSL) | 0.1 | $2.5M | -3% | 203k | 12.24 |
|
| Toro Company (TTC) | 0.1 | $2.5M | NEW | 26k | 96.35 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $2.4M | NEW | 24k | 100.22 |
|
| Yeti Hldgs (YETI) | 0.1 | $2.4M | NEW | 47k | 51.78 |
|
| Fortive (FTV) | 0.1 | $2.4M | +754% | 33k | 73.63 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $2.4M | NEW | 78k | 30.66 |
|
| Amgen (AMGN) | 0.1 | $2.4M | +3% | 8.2k | 288.05 |
|
| Crown Castle Intl (CCI) | 0.0 | $2.3M | -19% | 20k | 115.19 |
|
| Union Pacific Corporation (UNP) | 0.0 | $2.3M | 9.5k | 245.62 |
|
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $2.3M | -31% | 9.3k | 250.71 |
|
| National Retail Properties (NNN) | 0.0 | $2.3M | NEW | 54k | 43.10 |
|
| ON Semiconductor (ON) | 0.0 | $2.3M | NEW | 28k | 83.53 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $2.3M | NEW | 31k | 73.98 |
|
| Tyler Technologies (TYL) | 0.0 | $2.3M | NEW | 5.5k | 418.12 |
|
| Retail Opportunity Investments (ROIC) | 0.0 | $2.3M | NEW | 162k | 14.16 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $2.3M | +70% | 17k | 136.38 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $2.3M | NEW | 12k | 187.91 |
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $2.3M | -13% | 103k | 21.89 |
|
| Xpel (XPEL) | 0.0 | $2.2M | NEW | 42k | 53.85 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $2.2M | +4% | 21k | 104.10 |
|
| Broadcom (AVGO) | 0.0 | $2.2M | +70% | 1.9k | 1116.34 |
|
| Fidelity National Information Services (FIS) | 0.0 | $2.1M | -9% | 36k | 60.07 |
|
| Tricon Residential Com Npv (TCN) | 0.0 | $2.1M | NEW | 235k | 9.11 |
|
| Q2 Holdings (QTWO) | 0.0 | $2.1M | NEW | 48k | 43.41 |
|
| Arista Networks (ANET) | 0.0 | $2.1M | NEW | 8.8k | 235.51 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $2.1M | NEW | 29k | 70.10 |
|
| Five9 (FIVN) | 0.0 | $2.1M | NEW | 26k | 78.69 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $2.1M | +13% | 94k | 21.78 |
|
| LKQ Corporation (LKQ) | 0.0 | $2.0M | -25% | 43k | 47.79 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.0M | -69% | 8.8k | 232.65 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $2.0M | NEW | 27k | 75.89 |
|
| Hexcel Corporation (HXL) | 0.0 | $2.0M | NEW | 28k | 73.75 |
|
| Powerschool Holdings Com Cl A (PWSC) | 0.0 | $2.0M | NEW | 85k | 23.56 |
|
| Tradeweb Mkts Cl A (TW) | 0.0 | $2.0M | NEW | 22k | 90.88 |
|
| Verisign (VRSN) | 0.0 | $2.0M | -13% | 9.7k | 205.96 |
|
| Repligen Corporation (RGEN) | 0.0 | $2.0M | NEW | 11k | 179.80 |
|
| Freshpet (FRPT) | 0.0 | $1.9M | NEW | 22k | 86.76 |
|
| Quanta Services (PWR) | 0.0 | $1.9M | NEW | 8.8k | 215.89 |
|
| Boeing Company (BA) | 0.0 | $1.9M | 7.3k | 260.68 |
|
|
| Danaher Corporation (DHR) | 0.0 | $1.9M | 8.2k | 231.59 |
|
|
| Ceridian Hcm Hldg (DAY) | 0.0 | $1.9M | NEW | 28k | 67.12 |
|
| Global Payments (GPN) | 0.0 | $1.9M | NEW | 15k | 127.01 |
|
| Fox Factory Hldg (FOXF) | 0.0 | $1.9M | NEW | 28k | 67.48 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.9M | 3.9k | 484.06 |
|
|
| Kilroy Realty Corporation (KRC) | 0.0 | $1.9M | NEW | 46k | 40.38 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.9M | -80% | 18k | 105.24 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.8M | -8% | 25k | 75.35 |
|
Past Filings by Evoke Wealth
SEC 13F filings are viewable for Evoke Wealth going back to 2019
- Evoke Wealth 2023 Q4 filed Feb. 12, 2024
- Evoke Wealth 2023 Q3 filed Nov. 13, 2023
- Evoke Wealth 2023 Q2 filed Aug. 9, 2023
- Evoke Wealth 2023 Q1 filed May 8, 2023
- Evoke Wealth 2022 Q4 filed Feb. 10, 2023
- Evoke Wealth 2022 Q3 filed Nov. 7, 2022
- Evoke Wealth 2022 Q2 filed Aug. 4, 2022
- Evoke Wealth 2022 Q1 filed May 10, 2022
- Evoke Wealth 2021 Q4 filed Feb. 9, 2022
- Evoke Wealth 2021 Q3 filed Nov. 12, 2021
- Evoke Wealth 2021 Q2 filed Aug. 5, 2021
- Evoke Wealth 2021 Q1 filed May 13, 2021
- Evoke Wealth 2020 Q4 filed Feb. 12, 2021
- Evoke Wealth 2020 Q3 filed Nov. 13, 2020
- Evoke Wealth 2020 Q2 filed Aug. 10, 2020
- Evoke Wealth 2020 Q1 filed May 7, 2020