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
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Portfolio 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