Evoke Wealth
Latest statistics and disclosures from Evoke Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, GLDM, RPAR, VTI, GUNR, and represent 34.67% of Evoke Wealth's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$364M), GLDM (+$342M), RPAR (+$274M), VTI (+$152M), GUNR (+$144M), SCHP (+$135M), TIP (+$122M), OEF (+$122M), ACWI (+$103M), AGG (+$86M).
- Started 319 new stock positions in DUK, TXN, MTD, COST, F, KLAC, DFIV, ADI, CI, GLDM.
- Reduced shares in these 8 stocks: FTAI, USFR, SGOV, BXMT, ALHC, CDZI, SPEC, CYBN.
- Sold out of its positions in ALHC, BXMT, CYBN, SGOV, SPEC, USFR.
- Evoke Wealth was a net buyer of stock by $3.6B.
- Evoke Wealth has $3.7B in assets under management (AUM), dropping by 4242.72%.
- Central Index Key (CIK): 0001793432
Tip: Access up to 7 years of quarterly data
Positions held by Evoke Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Evoke Wealth
Evoke Wealth holds 417 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 9.9 | $365M | +39729% | 632k | 576.82 |
|
World Gold Tr Spdr Gld Minis (GLDM) | 9.3 | $342M | NEW | 6.6M | 52.13 |
|
Tidal Etf Tr Rpar Risk Pari (RPAR) | 7.4 | $274M | NEW | 13M | 20.61 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 4.1 | $152M | NEW | 535k | 284.03 |
|
Flexshares Tr Mornstar Upstr (GUNR) | 3.9 | $145M | +13445% | 3.5M | 41.25 |
|
Schwab Strategic Tr Us Tips Etf (SCHP) | 3.7 | $136M | +31526% | 2.5M | 53.63 |
|
Ishares Tr Tips Bd Etf (TIP) | 3.3 | $122M | NEW | 1.1M | 110.47 |
|
Ishares Tr S&p 100 Etf (OEF) | 3.3 | $122M | NEW | 442k | 276.76 |
|
Ishares Tr Msci Acwi Etf (ACWI) | 2.8 | $103M | NEW | 864k | 119.55 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 2.4 | $87M | +20808% | 856k | 101.27 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $79M | +36364% | 1.5M | 52.81 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $75M | NEW | 141k | 529.31 |
|
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 2.0 | $73M | NEW | 1.3M | 57.75 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $72M | NEW | 124k | 575.50 |
|
Vanguard Index Fds Value Etf (VTV) | 1.8 | $67M | NEW | 382k | 174.57 |
|
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.8 | $65M | NEW | 1.6M | 39.69 |
|
Ishares Tr Mbs Etf (MBB) | 1.7 | $62M | NEW | 643k | 95.81 |
|
Apple (AAPL) | 1.6 | $59M | +8888% | 252k | 233.00 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $57M | +19562% | 472k | 119.70 |
|
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.5 | $56M | +4680% | 1.8M | 31.78 |
|
Meta Platforms Cl A (META) | 1.3 | $47M | +140% | 82k | 572.44 |
|
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.3 | $47M | +4181% | 521k | 89.36 |
|
Microsoft Corporation (MSFT) | 1.2 | $46M | NEW | 106k | 430.30 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $45M | +19111% | 939k | 47.85 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $45M | NEW | 227k | 197.17 |
|
Ishares Msci Emrg Chn (EMXC) | 1.2 | $43M | NEW | 703k | 61.11 |
|
Tidal Etf Tr Upar Ultra Risk (UPAR) | 1.1 | $40M | +225% | 2.7M | 14.83 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.0 | $36M | NEW | 1.3M | 27.41 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $33M | +3096% | 165k | 198.90 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $31M | NEW | 312k | 98.10 |
|
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.7 | $25M | +4457% | 95k | 260.07 |
|
Amazon (AMZN) | 0.6 | $22M | NEW | 119k | 186.33 |
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $22M | +2214% | 436k | 49.31 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $21M | NEW | 127k | 165.85 |
|
NVIDIA Corporation (NVDA) | 0.4 | $16M | +2578% | 134k | 121.45 |
|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $16M | +6562% | 259k | 60.42 |
|
Mastercard Incorporated Cl A (MA) | 0.4 | $16M | NEW | 32k | 493.79 |
|
Johnson & Johnson (JNJ) | 0.4 | $13M | NEW | 80k | 162.06 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $13M | NEW | 53k | 243.06 |
|
Moody's Corporation (MCO) | 0.3 | $13M | NEW | 27k | 474.60 |
|
UnitedHealth (UNH) | 0.3 | $12M | NEW | 20k | 584.68 |
|
Doximity Cl A (DOCS) | 0.3 | $12M | NEW | 271k | 43.57 |
|
Ishares Gold Tr Ishares New (IAU) | 0.3 | $11M | NEW | 224k | 49.70 |
|
AutoZone (AZO) | 0.3 | $11M | NEW | 3.3k | 3150.04 |
|
Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $10M | +20% | 101k | 101.65 |
|
Select Sector Spdr Tr Energy (XLE) | 0.3 | $10M | NEW | 116k | 87.80 |
|
Oracle Corporation (ORCL) | 0.3 | $9.8M | NEW | 57k | 170.40 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $9.5M | +4139% | 20k | 488.75 |
|
TJX Companies (TJX) | 0.2 | $9.0M | NEW | 77k | 117.54 |
|
Pepsi (PEP) | 0.2 | $8.9M | NEW | 53k | 170.05 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $8.9M | +860% | 19k | 460.26 |
|
Linde SHS (LIN) | 0.2 | $8.5M | NEW | 18k | 476.87 |
|
Lowe's Companies (LOW) | 0.2 | $8.5M | NEW | 31k | 270.85 |
|
Analog Devices (ADI) | 0.2 | $8.2M | NEW | 36k | 230.17 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $7.7M | +3408% | 88k | 88.14 |
|
Carrier Global Corporation (CARR) | 0.2 | $7.7M | NEW | 95k | 80.49 |
|
Block Cl A (SQ) | 0.2 | $7.0M | NEW | 104k | 67.13 |
|
Sherwin-Williams Company (SHW) | 0.2 | $6.9M | NEW | 18k | 381.66 |
|
Msci (MSCI) | 0.2 | $6.7M | NEW | 12k | 582.91 |
|
Eli Lilly & Co. (LLY) | 0.2 | $6.4M | NEW | 7.3k | 885.95 |
|
SM Energy (SM) | 0.2 | $6.3M | NEW | 158k | 39.97 |
|
Colgate-Palmolive Company (CL) | 0.2 | $6.2M | NEW | 60k | 103.81 |
|
Vanguard World Extended Dur (EDV) | 0.2 | $6.1M | NEW | 76k | 79.68 |
|
Chevron Corporation (CVX) | 0.2 | $6.1M | NEW | 41k | 147.27 |
|
Procter & Gamble Company (PG) | 0.2 | $5.8M | NEW | 34k | 173.20 |
|
JPMorgan Chase & Co. (JPM) | 0.2 | $5.6M | NEW | 27k | 210.86 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $5.6M | NEW | 57k | 98.23 |
|
Cme (CME) | 0.1 | $5.4M | NEW | 25k | 220.65 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.3M | +1095% | 24k | 220.89 |
|
Otis Worldwide Corp (OTIS) | 0.1 | $5.0M | NEW | 48k | 103.94 |
|
Adobe Systems Incorporated (ADBE) | 0.1 | $4.9M | NEW | 9.6k | 517.78 |
|
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $4.6M | NEW | 294k | 15.66 |
|
Mettler-Toledo International (MTD) | 0.1 | $4.6M | NEW | 3.1k | 1499.70 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $4.6M | NEW | 27k | 167.19 |
|
Gra (GGG) | 0.1 | $4.5M | NEW | 51k | 87.51 |
|
Exxon Mobil Corporation (XOM) | 0.1 | $4.3M | NEW | 37k | 117.22 |
|
Walt Disney Company (DIS) | 0.1 | $4.3M | NEW | 45k | 96.19 |
|
Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $4.2M | +16% | 69k | 61.51 |
|
Becton, Dickinson and (BDX) | 0.1 | $4.2M | NEW | 17k | 241.10 |
|
Intuit (INTU) | 0.1 | $4.1M | NEW | 6.6k | 620.99 |
|
Nike CL B (NKE) | 0.1 | $4.0M | NEW | 45k | 88.76 |
|
Abbvie (ABBV) | 0.1 | $3.9M | NEW | 20k | 197.48 |
|
Annaly Capital Management In Com New (NLY) | 0.1 | $3.9M | NEW | 186k | 20.72 |
|
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $3.8M | +1114% | 171k | 21.93 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.7M | NEW | 12k | 314.39 |
|
Visa Com Cl A (V) | 0.1 | $3.7M | NEW | 13k | 274.96 |
|
Qualcomm (QCOM) | 0.1 | $3.5M | +160% | 21k | 170.05 |
|
Tesla Motors (TSLA) | 0.1 | $3.5M | NEW | 13k | 261.63 |
|
FactSet Research Systems (FDS) | 0.1 | $3.5M | NEW | 7.6k | 459.86 |
|
Sentinelone Cl A (S) | 0.1 | $3.4M | NEW | 142k | 23.92 |
|
ConocoPhillips (COP) | 0.1 | $3.4M | NEW | 32k | 105.28 |
|
Equifax (EFX) | 0.1 | $3.3M | NEW | 11k | 293.87 |
|
Goldman Sachs (GS) | 0.1 | $3.2M | NEW | 6.4k | 495.13 |
|
Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.1M | NEW | 5.3k | 587.52 |
|
Middleby Corporation (MIDD) | 0.1 | $3.0M | NEW | 22k | 139.13 |
|
Snowflake Cl A (SNOW) | 0.1 | $3.0M | NEW | 26k | 114.86 |
|
Netflix (NFLX) | 0.1 | $2.9M | NEW | 4.1k | 709.27 |
|
Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.9M | NEW | 13k | 225.76 |
|
Ishares Silver Tr Ishares (SLV) | 0.1 | $2.8M | NEW | 99k | 28.41 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $2.8M | +723% | 21k | 131.91 |
|
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.8M | +300% | 4.00 | 691180.00 |
|
Vanguard World Health Car Etf (VHT) | 0.1 | $2.6M | NEW | 9.3k | 283.37 |
|
Amgen (AMGN) | 0.1 | $2.6M | NEW | 8.1k | 322.20 |
|
Doubleline Income Solutions (DSL) | 0.1 | $2.6M | +757% | 202k | 12.98 |
|
American Express Company (AXP) | 0.1 | $2.6M | NEW | 9.6k | 271.21 |
|
Inari Medical Ord (NARI) | 0.1 | $2.6M | NEW | 63k | 41.24 |
|
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $2.5M | +483% | 210k | 12.04 |
|
Broadcom (AVGO) | 0.1 | $2.4M | NEW | 14k | 172.51 |
|
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $2.4M | +331% | 198k | 11.96 |
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $2.4M | 29k | 80.37 |
|
|
Union Pacific Corporation (UNP) | 0.1 | $2.4M | NEW | 9.6k | 246.47 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.3M | NEW | 8.7k | 263.82 |
|
Danaher Corporation (DHR) | 0.1 | $2.3M | NEW | 8.2k | 278.30 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.3M | NEW | 18k | 125.62 |
|
Biogen Idec (BIIB) | 0.1 | $2.2M | +223% | 12k | 193.84 |
|
S&p Global (SPGI) | 0.1 | $2.2M | NEW | 4.2k | 516.62 |
|
Servicenow (NOW) | 0.1 | $2.2M | NEW | 2.4k | 894.39 |
|
Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.1 | $2.0M | +603% | 150k | 13.67 |
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $2.0M | NEW | 20k | 101.32 |
|
Sempra Energy (SRE) | 0.1 | $2.0M | +27% | 24k | 84.25 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.0M | NEW | 32k | 62.32 |
|
Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.1 | $2.0M | +47% | 164k | 12.04 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.0M | NEW | 13k | 154.01 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.9M | NEW | 49k | 39.82 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.9M | +225% | 11k | 179.17 |
|
Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.9M | NEW | 14k | 135.07 |
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $1.8M | +15% | 45k | 41.16 |
|
Stryker Corporation (SYK) | 0.0 | $1.8M | NEW | 5.1k | 362.06 |
|
Abbott Laboratories (ABT) | 0.0 | $1.8M | NEW | 16k | 114.01 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.8M | NEW | 5.0k | 353.49 |
|
Cisco Systems (CSCO) | 0.0 | $1.8M | NEW | 33k | 53.22 |
|
Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $1.8M | +328% | 152k | 11.57 |
|
McDonald's Corporation (MCD) | 0.0 | $1.7M | +110% | 5.7k | 304.50 |
|
Alamos Gold Com Cl A (AGI) | 0.0 | $1.7M | NEW | 86k | 19.94 |
|
Waste Management (WM) | 0.0 | $1.7M | NEW | 8.2k | 207.59 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $1.7M | NEW | 14k | 121.16 |
|
Wal-Mart Stores (WMT) | 0.0 | $1.6M | NEW | 20k | 80.75 |
|
Home Depot (HD) | 0.0 | $1.6M | NEW | 4.0k | 405.21 |
|
Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $1.6M | NEW | 28k | 57.67 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.6M | NEW | 36k | 45.86 |
|
Automatic Data Processing (ADP) | 0.0 | $1.6M | NEW | 5.9k | 278.12 |
|
3M Company (MMM) | 0.0 | $1.6M | +45% | 12k | 136.70 |
|
Jacobs Engineering Group (J) | 0.0 | $1.6M | NEW | 12k | 130.90 |
|
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $1.6M | NEW | 53k | 30.42 |
|
Merck & Co (MRK) | 0.0 | $1.6M | NEW | 14k | 114.33 |
|
Costco Wholesale Corporation (COST) | 0.0 | $1.6M | NEW | 1.8k | 886.56 |
|
Fiserv (FI) | 0.0 | $1.6M | NEW | 8.7k | 179.65 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.6M | NEW | 4.1k | 383.95 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.6M | NEW | 12k | 128.20 |
|
Doubleline Yield (DLY) | 0.0 | $1.5M | +479% | 93k | 16.59 |
|
Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $1.5M | NEW | 24k | 63.72 |
|
Coupang Cl A (CPNG) | 0.0 | $1.5M | NEW | 62k | 24.55 |
|
Agnico (AEM) | 0.0 | $1.5M | NEW | 18k | 80.56 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $1.5M | NEW | 3.4k | 424.39 |
|
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.4M | +78% | 39k | 36.41 |
|
Global X Fds Global X Uranium (URA) | 0.0 | $1.4M | +478% | 49k | 28.61 |
|
Bank of America Corporation (BAC) | 0.0 | $1.4M | NEW | 35k | 39.68 |
|
Glaukos (GKOS) | 0.0 | $1.4M | NEW | 11k | 130.28 |
|
Church & Dwight (CHD) | 0.0 | $1.4M | NEW | 13k | 104.72 |
|
Boeing Company (BA) | 0.0 | $1.3M | NEW | 8.9k | 152.05 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.3M | NEW | 17k | 78.05 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.3M | NEW | 12k | 107.65 |
|
Morgan Stanley Com New (MS) | 0.0 | $1.3M | NEW | 13k | 104.24 |
|
salesforce (CRM) | 0.0 | $1.3M | NEW | 4.9k | 274.11 |
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.3M | NEW | 29k | 45.32 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $1.3M | NEW | 32k | 41.12 |
|
Verizon Communications (VZ) | 0.0 | $1.3M | NEW | 29k | 44.91 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.3M | NEW | 19k | 67.85 |
|
Ross Stores (ROST) | 0.0 | $1.3M | NEW | 8.4k | 150.52 |
|
Rexford Industrial Realty Inc reit (REXR) | 0.0 | $1.2M | +2% | 24k | 50.73 |
|
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.2M | +108% | 3.7k | 326.73 |
|
Blackrock Multi-sector Incom other (BIT) | 0.0 | $1.2M | +349% | 80k | 15.20 |
|
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $1.2M | NEW | 20k | 61.20 |
|
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $1.2M | NEW | 18k | 64.60 |
|
Ea Series Trust Mkam Etf (MKAM) | 0.0 | $1.2M | 40k | 29.02 |
|
|
Vulcan Materials Company (VMC) | 0.0 | $1.1M | NEW | 4.5k | 250.45 |
|
Coca-Cola Company (KO) | 0.0 | $1.1M | NEW | 15k | 72.35 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.1M | +258% | 12k | 95.75 |
|
Nextera Energy (NEE) | 0.0 | $1.1M | NEW | 13k | 84.53 |
|
Advanced Micro Devices (AMD) | 0.0 | $1.1M | NEW | 6.5k | 164.08 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $1.1M | NEW | 11k | 98.12 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.0M | NEW | 8.8k | 116.96 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.0M | NEW | 5.9k | 174.29 |
|
Pfizer (PFE) | 0.0 | $994k | NEW | 34k | 28.94 |
|
Newmont Mining Corporation (NEM) | 0.0 | $988k | NEW | 19k | 53.45 |
|
C3 Ai Cl A (AI) | 0.0 | $985k | +110% | 41k | 24.23 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $983k | +203% | 15k | 64.74 |
|
Caterpillar (CAT) | 0.0 | $967k | NEW | 2.5k | 391.17 |
|
Palo Alto Networks (PANW) | 0.0 | $949k | NEW | 2.8k | 341.80 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $925k | NEW | 27k | 34.29 |
|
Starbucks Corporation (SBUX) | 0.0 | $923k | NEW | 9.5k | 97.49 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $913k | +30% | 4.5k | 200.78 |
|
Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $884k | +77% | 325k | 2.72 |
|
American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $882k | +132% | 13k | 67.03 |
|
Goldman Sachs Bdc SHS (GSBD) | 0.0 | $867k | +421% | 61k | 14.21 |
|
Ishares Tr Ishares Biotech (IBB) | 0.0 | $860k | NEW | 5.9k | 145.61 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $838k | NEW | 1.3k | 631.80 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $822k | NEW | 9.8k | 83.63 |
|
Sixth Street Specialty Lending (TSLX) | 0.0 | $818k | NEW | 40k | 20.53 |
|
Western Alliance Bancorporation (WAL) | 0.0 | $798k | NEW | 9.2k | 86.49 |
|
At&t (T) | 0.0 | $782k | NEW | 36k | 22.00 |
|
Shell Spon Ads (SHEL) | 0.0 | $765k | NEW | 12k | 65.95 |
|
Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $763k | +183% | 5.1k | 149.64 |
|
Ares Coml Real Estate (ACRE) | 0.0 | $762k | NEW | 105k | 7.25 |
|
Thermo Fisher Scientific (TMO) | 0.0 | $755k | NEW | 1.2k | 619.15 |
|
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $755k | +146% | 18k | 41.69 |
|
Ftai Aviation SHS (FTAI) | 0.0 | $751k | -51% | 5.7k | 132.90 |
|
New York Cmnty Bancorp Com New (NYCB) | 0.0 | $751k | NEW | 67k | 11.23 |
|
AFLAC Incorporated (AFL) | 0.0 | $737k | NEW | 6.6k | 111.79 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $727k | 9.2k | 78.69 |
|
|
Canadian Natl Ry (CNI) | 0.0 | $723k | NEW | 6.2k | 117.15 |
|
Kenvue (KVUE) | 0.0 | $722k | NEW | 31k | 23.13 |
|
Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $720k | +176% | 27k | 26.65 |
|
Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $707k | 11k | 62.20 |
|
|
Corning Incorporated (GLW) | 0.0 | $703k | NEW | 16k | 45.15 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $671k | NEW | 5.1k | 132.25 |
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $670k | +52% | 12k | 55.63 |
|
General Dynamics Corporation (GD) | 0.0 | $664k | NEW | 2.2k | 302.14 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $658k | NEW | 1.2k | 571.10 |
|
Vanguard World Consum Dis Etf (VCR) | 0.0 | $653k | NEW | 1.9k | 341.30 |
|
International Business Machines (IBM) | 0.0 | $652k | NEW | 2.9k | 221.08 |
|
Dynavax Technologies Corp Com New (DVAX) | 0.0 | $651k | +115% | 58k | 11.14 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $647k | NEW | 2.3k | 280.47 |
|
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $627k | +28% | 58k | 10.89 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $625k | NEW | 5.2k | 119.07 |
|
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.0 | $624k | NEW | 22k | 28.46 |
|
Williams Companies (WMB) | 0.0 | $619k | NEW | 14k | 45.65 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $618k | NEW | 10k | 59.51 |
|
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $616k | NEW | 9.8k | 62.56 |
|
Rockwell Automation (ROK) | 0.0 | $615k | NEW | 2.3k | 268.47 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $599k | NEW | 18k | 33.23 |
|
Valero Energy Corporation (VLO) | 0.0 | $598k | NEW | 4.4k | 135.03 |
|
Golub Capital BDC (GBDC) | 0.0 | $595k | NEW | 39k | 15.11 |
|
Kkr & Co (KKR) | 0.0 | $591k | NEW | 4.5k | 130.58 |
|
Paycom Software (PAYC) | 0.0 | $585k | NEW | 3.5k | 166.57 |
|
Lockheed Martin Corporation (LMT) | 0.0 | $582k | NEW | 996.00 | 584.50 |
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $581k | +27% | 9.0k | 64.86 |
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $573k | NEW | 3.7k | 153.12 |
|
Ge Aerospace Com New (GE) | 0.0 | $563k | NEW | 3.0k | 188.84 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $559k | NEW | 4.8k | 117.29 |
|
Vanguard World Financials Etf (VFH) | 0.0 | $554k | NEW | 5.0k | 110.46 |
|
Cbre Group Cl A (CBRE) | 0.0 | $534k | NEW | 4.3k | 124.48 |
|
General Mills (GIS) | 0.0 | $531k | NEW | 7.2k | 73.85 |
|
Ishares Tr India 50 Etf (INDY) | 0.0 | $527k | NEW | 9.4k | 56.30 |
|
Barrick Gold Corp (GOLD) | 0.0 | $517k | NEW | 26k | 19.89 |
|
BlackRock (BLK) | 0.0 | $516k | NEW | 543.00 | 950.26 |
|
Pimco CA Muni. Income Fund II (PCK) | 0.0 | $516k | +172% | 82k | 6.30 |
|
Shopify Cl A (SHOP) | 0.0 | $515k | NEW | 6.4k | 80.14 |
|
Ares Capital Corporation (ARCC) | 0.0 | $515k | NEW | 25k | 20.94 |
|
Eaton Vance Cali Muni Bnd Fnd (EVM) | 0.0 | $515k | +7% | 53k | 9.65 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $508k | NEW | 8.1k | 63.00 |
|
Chubb (CB) | 0.0 | $503k | NEW | 1.7k | 289.30 |
|
Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $501k | NEW | 13k | 38.08 |
|
First Busey Corp Com New (BUSE) | 0.0 | $497k | 19k | 26.02 |
|
|
Veeva Sys Cl A Com (VEEV) | 0.0 | $495k | NEW | 2.4k | 209.87 |
|
Vanguard World Consum Stp Etf (VDC) | 0.0 | $495k | NEW | 2.3k | 219.80 |
|
Midcap Financial Invstmnt Com New (MFIC) | 0.0 | $493k | NEW | 37k | 13.39 |
|
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 0.0 | $473k | 4.0k | 119.61 |
|
|
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $470k | NEW | 9.6k | 48.81 |
|
SYSCO Corporation (SYY) | 0.0 | $467k | NEW | 6.0k | 78.06 |
|
Honeywell International (HON) | 0.0 | $467k | NEW | 2.3k | 206.70 |
|
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $467k | NEW | 6.3k | 74.24 |
|
Global X Fds Global X Silver (SIL) | 0.0 | $467k | NEW | 13k | 35.09 |
|
Six Flags Entertainment Corp (FUN) | 0.0 | $465k | NEW | 12k | 40.31 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $460k | NEW | 988.00 | 465.08 |
|
Booking Holdings (BKNG) | 0.0 | $455k | NEW | 108.00 | 4215.20 |
|
Vanguard World Industrial Etf (VIS) | 0.0 | $454k | NEW | 1.7k | 260.82 |
|
Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.0 | $452k | NEW | 41k | 11.16 |
|
Altria (MO) | 0.0 | $449k | NEW | 8.6k | 52.02 |
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $443k | NEW | 6.7k | 66.52 |
|
Edison International (EIX) | 0.0 | $441k | NEW | 5.1k | 87.09 |
|
Texas Instruments Incorporated (TXN) | 0.0 | $438k | NEW | 2.1k | 206.55 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $435k | NEW | 2.3k | 189.78 |
|
Gitlab Class A Com (GTLB) | 0.0 | $432k | NEW | 8.4k | 51.54 |
|
Target Corporation (TGT) | 0.0 | $423k | NEW | 2.7k | 155.89 |
|
Select Sector Spdr Tr Communication (XLC) | 0.0 | $422k | NEW | 4.7k | 90.40 |
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $421k | NEW | 7.7k | 54.68 |
|
Fidelity National Information Services (FIS) | 0.0 | $420k | NEW | 5.0k | 83.75 |
|
Proshares Tr Ii Ultra Gold (UGL) | 0.0 | $417k | 4.3k | 95.89 |
|
|
Uber Technologies (UBER) | 0.0 | $416k | NEW | 5.5k | 75.16 |
|
AmerisourceBergen (COR) | 0.0 | $416k | NEW | 1.8k | 225.10 |
|
Evergy (EVRG) | 0.0 | $415k | NEW | 6.7k | 62.01 |
|
D.R. Horton (DHI) | 0.0 | $414k | NEW | 2.2k | 190.78 |
|
Motorola Solutions Com New (MSI) | 0.0 | $413k | NEW | 917.00 | 450.81 |
|
General Motors Company (GM) | 0.0 | $411k | NEW | 9.2k | 44.84 |
|
Applied Materials (AMAT) | 0.0 | $410k | NEW | 2.0k | 202.01 |
|
Lennar Corp Cl A (LEN) | 0.0 | $408k | NEW | 2.2k | 187.45 |
|
Fortinet (FTNT) | 0.0 | $407k | NEW | 5.3k | 77.55 |
|
Deere & Company (DE) | 0.0 | $404k | NEW | 965.00 | 418.85 |
|
Wix SHS (WIX) | 0.0 | $399k | +2% | 2.4k | 167.17 |
|
Amentum Holdings | 0.0 | $397k | NEW | 12k | 32.25 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $391k | NEW | 5.2k | 75.10 |
|
Nuveen Insd Dividend Advantage (NVG) | 0.0 | $391k | 29k | 13.47 |
|
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $387k | NEW | 2.1k | 182.48 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $386k | NEW | 6.0k | 64.81 |
|
McKesson Corporation (MCK) | 0.0 | $385k | NEW | 778.00 | 495.05 |
|
Constellation Energy (CEG) | 0.0 | $383k | NEW | 1.5k | 259.95 |
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $381k | NEW | 1.3k | 284.00 |
|
Intuitive Surgical Com New (ISRG) | 0.0 | $380k | NEW | 774.00 | 491.27 |
|
Textron (TXT) | 0.0 | $378k | NEW | 4.3k | 88.60 |
|
Zoom Video Communications In Cl A (ZM) | 0.0 | $376k | NEW | 5.4k | 69.74 |
|
Kalvista Pharmaceuticals (KALV) | 0.0 | $375k | +110% | 32k | 11.58 |
|
Cigna Corp (CI) | 0.0 | $374k | NEW | 1.1k | 346.33 |
|
Dupont De Nemours (DD) | 0.0 | $367k | NEW | 4.1k | 89.11 |
|
Kellogg Company (K) | 0.0 | $360k | NEW | 4.5k | 80.70 |
|
Marsh & McLennan Companies (MMC) | 0.0 | $359k | NEW | 1.6k | 223.04 |
|
Intel Corporation (INTC) | 0.0 | $357k | NEW | 15k | 23.46 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $355k | NEW | 426.00 | 832.38 |
|
Comfort Systems USA (FIX) | 0.0 | $354k | 907.00 | 390.35 |
|
|
T. Rowe Price (TROW) | 0.0 | $353k | NEW | 3.2k | 108.93 |
|
Wells Fargo & Company (WFC) | 0.0 | $350k | NEW | 6.2k | 56.49 |
|
Kla Corp Com New (KLAC) | 0.0 | $348k | NEW | 449.00 | 774.96 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $342k | NEW | 1.9k | 179.33 |
|
Zoetis Cl A (ZTS) | 0.0 | $342k | NEW | 1.8k | 195.39 |
|
Ford Motor Company (F) | 0.0 | $339k | NEW | 32k | 10.56 |
|
Allstate Corporation (ALL) | 0.0 | $338k | NEW | 1.8k | 190.62 |
|
Eaton Corp SHS (ETN) | 0.0 | $337k | NEW | 1.0k | 331.39 |
|
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 0.0 | $336k | NEW | 10k | 32.67 |
|
Vanguard World Materials Etf (VAW) | 0.0 | $334k | NEW | 1.6k | 212.31 |
|
Summit Therapeutics (SMMT) | 0.0 | $329k | NEW | 15k | 21.90 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $326k | NEW | 2.0k | 166.85 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $323k | NEW | 2.4k | 135.44 |
|
Philip Morris International (PM) | 0.0 | $321k | NEW | 2.6k | 122.73 |
|
American Tower Reit (AMT) | 0.0 | $320k | NEW | 1.4k | 232.51 |
|
Cava Group Ord (CAVA) | 0.0 | $318k | NEW | 2.6k | 123.85 |
|
Metropcs Communications (TMUS) | 0.0 | $312k | NEW | 1.5k | 206.35 |
|
Anthem (ELV) | 0.0 | $310k | NEW | 595.00 | 520.32 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $309k | NEW | 2.2k | 142.04 |
|
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $307k | NEW | 6.1k | 50.79 |
|
Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $306k | NEW | 5.0k | 61.54 |
|
C H Robinson Worldwide Com New (CHRW) | 0.0 | $305k | NEW | 2.7k | 110.98 |
|
LKQ Corporation (LKQ) | 0.0 | $304k | NEW | 7.6k | 39.92 |
|
Duke Energy Corp Com New (DUK) | 0.0 | $302k | NEW | 2.6k | 115.32 |
|
Darden Restaurants (DRI) | 0.0 | $302k | NEW | 1.8k | 164.13 |
|
Progressive Corporation (PGR) | 0.0 | $301k | NEW | 1.2k | 253.71 |
|
Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $300k | 12k | 25.13 |
|
|
Constellation Brands Cl A (STZ) | 0.0 | $298k | NEW | 1.2k | 257.60 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $294k | NEW | 5.7k | 51.50 |
|
Illinois Tool Works (ITW) | 0.0 | $294k | NEW | 1.1k | 263.65 |
|
Oneok (OKE) | 0.0 | $294k | NEW | 3.2k | 91.13 |
|
Braze Com Cl A (BRZE) | 0.0 | $293k | +63% | 9.0k | 32.34 |
|
Kkr Real Estate Finance Trust (KREF) | 0.0 | $292k | 23k | 12.60 |
|
|
Silvercrest Metals (SILV) | 0.0 | $290k | NEW | 31k | 9.25 |
|
Veralto Corp Com Shs (VLTO) | 0.0 | $288k | NEW | 2.6k | 111.93 |
|
Corteva (CTVA) | 0.0 | $287k | NEW | 4.9k | 58.79 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $285k | NEW | 1.2k | 237.91 |
|
Fox Corp Cl B Com (FOX) | 0.0 | $284k | 7.3k | 38.80 |
|
|
Comcast Corp Cl A (CMCSA) | 0.0 | $283k | NEW | 6.8k | 41.77 |
|
Arista Networks (ANET) | 0.0 | $277k | NEW | 722.00 | 383.82 |
|
Marathon Petroleum Corp (MPC) | 0.0 | $275k | NEW | 1.7k | 162.94 |
|
Ishares Tr National Mun Etf (MUB) | 0.0 | $272k | +25% | 2.5k | 108.63 |
|
Prologis (PLD) | 0.0 | $269k | NEW | 2.1k | 126.27 |
|
Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $265k | 13k | 20.38 |
|
|
Ingredion Incorporated (INGR) | 0.0 | $263k | NEW | 1.9k | 137.43 |
|
Welltower Inc Com reit (WELL) | 0.0 | $261k | NEW | 2.0k | 128.04 |
|
United Parcel Service CL B (UPS) | 0.0 | $260k | NEW | 1.9k | 136.34 |
|
The Trade Desk Com Cl A (TTD) | 0.0 | $260k | NEW | 2.4k | 109.65 |
|
Micron Technology (MU) | 0.0 | $257k | NEW | 2.5k | 103.71 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $253k | NEW | 1.3k | 200.37 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $248k | NEW | 6.0k | 41.55 |
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $247k | NEW | 3.0k | 83.75 |
|
Keurig Dr Pepper (KDP) | 0.0 | $246k | NEW | 6.5k | 37.71 |
|
Marvell Technology (MRVL) | 0.0 | $245k | NEW | 3.4k | 72.12 |
|
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $245k | NEW | 20k | 12.35 |
|
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $244k | 5.8k | 42.02 |
|
|
Apollo Commercial Real Est. Finance (ARI) | 0.0 | $244k | NEW | 26k | 9.44 |
|
American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $243k | NEW | 2.6k | 95.15 |
|
Cintas Corporation (CTAS) | 0.0 | $243k | NEW | 1.2k | 205.85 |
|
Laird Superfood Com Stk (LSF) | 0.0 | $242k | NEW | 49k | 4.96 |
|
Fortive (FTV) | 0.0 | $240k | NEW | 3.0k | 78.94 |
|
Southern Company (SO) | 0.0 | $238k | NEW | 2.6k | 90.17 |
|
Boston Scientific Corporation (BSX) | 0.0 | $235k | NEW | 2.8k | 83.80 |
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $233k | NEW | 2.2k | 107.66 |
|
Johnson Ctls Intl SHS (JCI) | 0.0 | $230k | NEW | 2.9k | 77.99 |
|
Us Bancorp Del Com New (USB) | 0.0 | $230k | NEW | 5.0k | 46.23 |
|
Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $228k | 1.5k | 157.34 |
|
|
Equity Residential Sh Ben Int (EQR) | 0.0 | $226k | NEW | 3.0k | 75.13 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $226k | NEW | 2.7k | 83.15 |
|
Nxp Semiconductors N V (NXPI) | 0.0 | $225k | NEW | 933.00 | 240.92 |
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $219k | NEW | 2.6k | 83.01 |
|
Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $218k | 2.0k | 108.79 |
|
|
Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $216k | NEW | 4.2k | 51.13 |
|
Paypal Holdings (PYPL) | 0.0 | $215k | NEW | 2.8k | 78.03 |
|
Cadiz Com New (CDZI) | 0.0 | $214k | -3% | 71k | 3.03 |
|
Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $213k | NEW | 1.4k | 155.84 |
|
Phillips 66 (PSX) | 0.0 | $211k | NEW | 1.6k | 131.47 |
|
Novartis Sponsored Adr (NVS) | 0.0 | $207k | NEW | 1.8k | 115.05 |
|
Astrazeneca Sponsored Adr (AZN) | 0.0 | $207k | NEW | 2.7k | 77.91 |
|
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $206k | NEW | 8.7k | 23.70 |
|
Ameriprise Financial (AMP) | 0.0 | $206k | NEW | 438.00 | 469.79 |
|
Wendy's/arby's Group (WEN) | 0.0 | $205k | NEW | 12k | 17.52 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $205k | NEW | 776.00 | 264.09 |
|
Dominion Resources (D) | 0.0 | $204k | NEW | 3.5k | 57.79 |
|
Dow (DOW) | 0.0 | $204k | NEW | 3.7k | 54.62 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $202k | NEW | 4.0k | 49.92 |
|
Pmv Pharmaceuticals (PMVP) | 0.0 | $198k | +110% | 133k | 1.49 |
|
Crown Crafts (CRWS) | 0.0 | $195k | 40k | 4.88 |
|
|
Marqeta Class A Com (MQ) | 0.0 | $189k | NEW | 39k | 4.92 |
|
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $184k | 10k | 18.10 |
|
|
Cornerstone Total Rtrn Fd In (CRF) | 0.0 | $184k | NEW | 23k | 8.09 |
|
International Tower Hill Mines (THM) | 0.0 | $179k | +750% | 319k | 0.56 |
|
Mobileye Global Common Class A (MBLY) | 0.0 | $170k | NEW | 12k | 13.70 |
|
Blackrock Tcp Cap Corp (TCPC) | 0.0 | $149k | 18k | 8.29 |
|
|
Ziprecruiter Cl A (ZIP) | 0.0 | $140k | +46% | 15k | 9.50 |
|
Tmc The Metals Company (TMC) | 0.0 | $137k | 129k | 1.06 |
|
|
First of Long Island Corporation (FLIC) | 0.0 | $132k | 10k | 12.87 |
|
|
Figs Cl A (FIGS) | 0.0 | $131k | NEW | 19k | 6.84 |
|
Vivani Medical Common Stock (VANI) | 0.0 | $117k | 100k | 1.17 |
|
|
Ftai Infrastructure Common Stock (FIP) | 0.0 | $110k | 12k | 9.36 |
|
|
Tpg Re Finance Trust Inc reit (TRTX) | 0.0 | $101k | NEW | 12k | 8.77 |
|
Propetro Hldg (PUMP) | 0.0 | $97k | NEW | 13k | 7.66 |
|
Novagold Res Com New (NG) | 0.0 | $79k | 19k | 4.10 |
|
|
Realreal (REAL) | 0.0 | $75k | +110% | 24k | 3.14 |
|
Wipro Spon Adr 1 Sh (WIT) | 0.0 | $69k | NEW | 11k | 6.48 |
|
Luminar Technologies Com Cl A (LAZR) | 0.0 | $38k | +101% | 42k | 0.90 |
|
Franklin Street Properties (FSP) | 0.0 | $20k | 11k | 1.77 |
|
|
System1 Cl A Com (SST) | 0.0 | $17k | 15k | 1.12 |
|
Past Filings by Evoke Wealth
SEC 13F filings are viewable for Evoke Wealth going back to 2019
- Evoke Wealth 2024 Q3 filed Nov. 13, 2024
- Evoke Wealth 2024 Q2 filed Aug. 13, 2024
- Evoke Wealth 2023 Q4 restated filed June 10, 2024
- Evoke Wealth 2024 Q1 filed May 15, 2024
- 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