Evoke Wealth

Latest statistics and disclosures from Evoke Wealth's latest quarterly 13F-HR filing:

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

SEC 13F filings are viewable for Evoke Wealth going back to 2019

View all past filings