Evoke Wealth

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Evoke Wealth

Evoke Wealth holds 434 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.2 $367M 623k 588.68
 View chart
World Gold Tr Spdr Gld Minis (GLDM) 9.6 $343M 6.6M 51.99
 View chart
Tidal Etf Tr Rpar Risk Pari (RPAR) 5.8 $207M -16% 11M 18.69
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $159M +2% 550k 289.81
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 3.5 $126M +92% 4.9M 25.83
 View chart
Ishares Tr S&p 100 Etf (OEF) 3.5 $125M 434k 288.85
 View chart
Flexshares Tr Mornstar Upstr (GUNR) 3.3 $118M -7% 3.2M 36.36
 View chart
Ishares Tr Tips Bd Etf (TIP) 3.3 $117M 1.1M 106.55
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 2.8 $100M -2% 847k 117.50
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $82M 841k 96.90
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $78M +2% 145k 538.81
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $74M +4% 1.6M 47.82
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $73M 125k 587.98
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.0 $70M +6% 1.7M 40.49
 View chart
Vanguard Index Fds Value Etf (VTV) 1.9 $67M +3% 396k 169.30
 View chart
Apple (AAPL) 1.8 $64M +2% 257k 250.42
 View chart
Ishares Tr Mbs Etf (MBB) 1.7 $61M +2% 662k 91.68
 View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 1.7 $60M -9% 1.1M 52.17
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.6 $59M +6% 501k 117.48
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $54M +3% 1.8M 29.20
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $49M +18% 1.1M 44.04
 View chart
Microsoft Corporation (MSFT) 1.3 $45M 108k 421.50
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $45M +3% 235k 190.88
 View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.2 $43M -6% 486k 89.33
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $40M +87% 817k 48.42
 View chart
Ishares Msci Emrg Chn (EMXC) 1.1 $38M 689k 55.45
 View chart
Tidal Etf Tr Upar Ultra Risk (UPAR) 0.9 $34M -3% 2.6M 12.93
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $34M +2% 1.3M 25.37
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $32M 164k 195.83
 View chart
Meta Platforms Cl A (META) 0.8 $29M -39% 50k 585.51
 View chart
Amazon (AMZN) 0.7 $26M 120k 219.39
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $26M -5% 295k 87.33
 View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $26M 96k 266.72
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.7 $24M 125k 189.30
 View chart
NVIDIA Corporation (NVDA) 0.6 $21M +13% 153k 134.29
 View chart
Mastercard Incorporated Cl A (MA) 0.4 $16M -2% 31k 526.57
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $15M +2% 264k 58.00
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.4 $13M +4% 56k 242.13
 View chart
Doximity Cl A (DOCS) 0.4 $13M -11% 240k 53.39
 View chart
Moody's Corporation (MCO) 0.3 $12M -5% 26k 473.36
 View chart
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $12M +11% 112k 104.89
 View chart
Johnson & Johnson (JNJ) 0.3 $11M 79k 144.62
 View chart
Ishares Gold Tr Ishares New (IAU) 0.3 $10M -7% 208k 49.51
 View chart
AutoZone (AZO) 0.3 $10M -5% 3.1k 3202.00
 View chart
UnitedHealth (UNH) 0.3 $9.9M -3% 20k 505.87
 View chart
Inari Medical Ord (NARI) 0.3 $9.8M +207% 193k 51.05
 View chart
Oracle Corporation (ORCL) 0.3 $9.7M 58k 166.64
 View chart
Select Sector Spdr Tr Energy (XLE) 0.3 $9.5M -4% 111k 85.66
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $9.4M -5% 18k 511.22
 View chart
TJX Companies (TJX) 0.2 $8.9M -4% 73k 120.81
 View chart
Block Cl A (SQ) 0.2 $8.8M 104k 84.99
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $8.7M 19k 453.28
 View chart
Pepsi (PEP) 0.2 $7.8M -3% 51k 153.42
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $7.8M 88k 88.40
 View chart
Lowe's Companies (LOW) 0.2 $7.4M -4% 30k 246.80
 View chart
Analog Devices (ADI) 0.2 $7.2M -4% 34k 212.46
 View chart
Linde SHS (LIN) 0.2 $7.1M -5% 17k 418.67
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $6.7M +3% 28k 239.71
 View chart
Msci (MSCI) 0.2 $6.6M -4% 11k 600.00
 View chart
Procter & Gamble Company (PG) 0.2 $6.4M +13% 38k 167.65
 View chart
Chevron Corporation (CVX) 0.2 $6.3M +5% 44k 144.84
 View chart
Tesla Motors (TSLA) 0.2 $6.2M +14% 15k 403.84
 View chart
Carrier Global Corporation (CARR) 0.2 $6.2M -5% 90k 68.48
 View chart
SM Energy (SM) 0.2 $5.9M -3% 153k 38.76
 View chart
Sherwin-Williams Company (SHW) 0.2 $5.9M -4% 17k 339.93
 View chart
Cme (CME) 0.2 $5.9M 25k 238.03
 View chart
Eli Lilly & Co. (LLY) 0.2 $5.8M +2% 7.5k 772.05
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $5.6M +7% 29k 190.44
 View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.2 $5.4M +285% 109k 49.76
 View chart
Colgate-Palmolive Company (CL) 0.1 $5.4M 59k 90.91
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $5.3M 24k 220.96
 View chart
Broadcom (AVGO) 0.1 $5.1M +56% 22k 231.84
 View chart
Walt Disney Company (DIS) 0.1 $4.7M -5% 42k 111.85
 View chart
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $4.7M +20% 83k 56.70
 View chart
Visa Com Cl A (V) 0.1 $4.5M +6% 14k 316.05
 View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $4.4M +3% 305k 14.55
 View chart
Otis Worldwide Corp (OTIS) 0.1 $4.3M -4% 46k 92.61
 View chart
Intuit (INTU) 0.1 $4.2M 6.8k 628.49
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $4.2M +152% 10k 410.45
 View chart
Gra (GGG) 0.1 $4.1M -4% 49k 84.29
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $4.1M -4% 9.1k 444.68
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $4.1M +115% 23k 175.23
 View chart
Abbvie (ABBV) 0.1 $4.0M +12% 23k 177.70
 View chart
Exxon Mobil Corporation (XOM) 0.1 $4.0M 37k 107.57
 View chart
Snowflake Cl A (SNOW) 0.1 $3.9M -2% 25k 154.41
 View chart
Goldman Sachs (GS) 0.1 $3.8M +3% 6.7k 572.66
 View chart
Becton, Dickinson and (BDX) 0.1 $3.8M -4% 17k 226.86
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.8M 12k 322.16
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.7M -27% 42k 89.08
 View chart
Netflix (NFLX) 0.1 $3.7M 4.1k 891.32
 View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $3.6M 171k 21.26
 View chart
Mettler-Toledo International (MTD) 0.1 $3.5M -5% 2.9k 1223.68
 View chart
FactSet Research Systems (FDS) 0.1 $3.4M -5% 7.2k 480.30
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $3.4M +70% 34k 100.60
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.1 $3.3M +155% 99k 33.41
 View chart
ConocoPhillips (COP) 0.1 $3.3M +3% 33k 99.17
 View chart
Qualcomm (QCOM) 0.1 $3.2M 21k 153.62
 View chart
Sentinelone Cl A (S) 0.1 $3.1M 142k 22.20
 View chart
Nike CL B (NKE) 0.1 $3.0M -11% 40k 76.07
 View chart
Ishares Silver Tr Ishares (SLV) 0.1 $3.0M +13% 113k 26.33
 View chart
Select Sector Spdr Tr Technology (XLK) 0.1 $3.0M 13k 232.52
 View chart
Equifax (EFX) 0.1 $2.9M 12k 254.86
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $2.9M 21k 139.35
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.9M +25% 11k 264.13
 View chart
American Express Company (AXP) 0.1 $2.9M 9.6k 296.78
 View chart
Middleby Corporation (MIDD) 0.1 $2.8M -5% 21k 135.45
 View chart
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $2.8M +17% 247k 11.28
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.7M 4.00 680920.00
 View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $2.7M +21% 240k 11.29
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $2.6M -21% 4.2k 621.74
 View chart
Servicenow (NOW) 0.1 $2.6M 2.5k 1060.12
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.5M +7% 20k 128.62
 View chart
Doubleline Income Solutions (DSL) 0.1 $2.5M 198k 12.57
 View chart
Sempra Energy (SRE) 0.1 $2.4M +14% 27k 88.26
 View chart
Vanguard World Health Car Etf (VHT) 0.1 $2.4M 9.3k 253.70
 View chart
Alamos Gold Com Cl A (AGI) 0.1 $2.3M +48% 127k 18.44
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $2.3M +200% 88k 26.07
 View chart
Vanguard World Extended Dur (EDV) 0.1 $2.3M -56% 33k 67.72
 View chart
Union Pacific Corporation (UNP) 0.1 $2.2M 9.7k 228.05
 View chart
S&p Global (SPGI) 0.1 $2.2M +3% 4.4k 498.03
 View chart
McDonald's Corporation (MCD) 0.1 $2.2M +31% 7.5k 289.88
 View chart
Abbott Laboratories (ABT) 0.1 $2.1M +17% 19k 113.11
 View chart
Cisco Systems (CSCO) 0.1 $2.1M +6% 35k 59.20
 View chart
Amgen (AMGN) 0.1 $2.1M -2% 7.9k 260.63
 View chart
Wal-Mart Stores (WMT) 0.1 $2.1M +11% 23k 90.55
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $2.0M +13% 50k 40.55
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.0M 32k 62.31
 View chart
Bank of America Corporation (BAC) 0.1 $2.0M +30% 45k 43.95
 View chart
Fiserv (FI) 0.1 $1.9M +7% 9.4k 205.42
 View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.1 $1.9M 151k 12.64
 View chart
Danaher Corporation (DHR) 0.1 $1.9M 8.1k 229.81
 View chart
salesforce (CRM) 0.1 $1.8M +12% 5.5k 334.71
 View chart
Annaly Capital Management In Com New (NLY) 0.1 $1.8M -48% 97k 18.95
 View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.1 $1.8M +13% 172k 10.63
 View chart
Stryker Corporation (SYK) 0.1 $1.8M 5.0k 360.90
 View chart
Merck & Co (MRK) 0.1 $1.8M +31% 18k 100.28
 View chart
Costco Wholesale Corporation (COST) 0.1 $1.8M +11% 2.0k 916.43
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $1.8M 14k 131.29
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.0 $1.8M 5.1k 351.76
 View chart
Biogen Idec (BIIB) 0.0 $1.8M 12k 152.92
 View chart
Automatic Data Processing (ADP) 0.0 $1.7M 5.9k 294.26
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.7M 13k 137.57
 View chart
Rockwell Automation (ROK) 0.0 $1.7M +157% 5.9k 285.79
 View chart
Jacobs Engineering Group (J) 0.0 $1.7M 12k 133.63
 View chart
Waste Management (WM) 0.0 $1.7M 8.2k 201.80
 View chart
Boeing Company (BA) 0.0 $1.6M +5% 9.3k 177.01
 View chart
Raytheon Technologies Corp (RTX) 0.0 $1.6M 14k 115.72
 View chart
Home Depot (HD) 0.0 $1.6M 4.1k 389.00
 View chart
Agnico (AEM) 0.0 $1.6M +12% 21k 78.21
 View chart
Glaukos (GKOS) 0.0 $1.6M 11k 149.94
 View chart
3M Company (MMM) 0.0 $1.6M +3% 12k 129.09
 View chart
Morgan Stanley Com New (MS) 0.0 $1.6M -2% 13k 125.72
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $1.6M +34% 7.9k 198.09
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.5M 12k 127.59
 View chart
Select Sector Spdr Tr Financial (XLF) 0.0 $1.5M +9% 32k 48.33
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $1.5M -7% 45k 33.91
 View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.0 $1.5M 53k 28.61
 View chart
Doubleline Yield (DLY) 0.0 $1.5M 93k 15.83
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $1.4M NEW 27k 53.05
 View chart
C3 Ai Cl A (AI) 0.0 $1.4M 41k 34.43
 View chart
Church & Dwight (CHD) 0.0 $1.4M 13k 104.71
 View chart
Coca-Cola Company (KO) 0.0 $1.4M +43% 22k 62.26
 View chart
Coupang Cl A (CPNG) 0.0 $1.4M 62k 21.98
 View chart
Spdr Ser Tr S&p Metals Mng (XME) 0.0 $1.4M 24k 56.75
 View chart
Global X Fds Global X Uranium (URA) 0.0 $1.3M 49k 27.52
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $1.3M +200% 57k 23.18
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $1.3M +122% 71k 18.50
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $1.3M -10% 3.1k 426.67
 View chart
Ross Stores (ROST) 0.0 $1.3M 8.5k 151.28
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.3M NEW 22k 58.18
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.3M -15% 30k 41.82
 View chart
Advanced Micro Devices (AMD) 0.0 $1.2M +57% 10k 120.78
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $1.2M +5% 12k 101.53
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.2M 17k 70.28
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.0 $1.2M -3% 3.6k 334.25
 View chart
Ea Series Trust Mkam Etf (MKAM) 0.0 $1.2M 41k 29.20
 View chart
Caterpillar (CAT) 0.0 $1.2M +31% 3.2k 362.73
 View chart
Blackrock Multi-sector Incom other (BIT) 0.0 $1.2M 80k 14.60
 View chart
Vulcan Materials Company (VMC) 0.0 $1.2M 4.5k 257.25
 View chart
Houlihan Lokey Cl A (HLI) 0.0 $1.1M NEW 6.6k 173.66
 View chart
Pimco Etf Tr Multisector Bd (PYLD) 0.0 $1.1M +57% 43k 26.05
 View chart
Palo Alto Networks (PANW) 0.0 $1.1M +118% 6.1k 181.96
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $1.1M -8% 11k 96.83
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $1.1M 18k 58.79
 View chart
Verizon Communications (VZ) 0.0 $1.1M -8% 26k 39.99
 View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $1.1M 20k 54.20
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.0M +37% 14k 75.61
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $1.0M 8.8k 115.22
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $994k 11k 92.45
 View chart
Nextera Energy (NEE) 0.0 $977k +5% 14k 71.69
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $946k +5% 4.8k 198.18
 View chart
Rexford Industrial Realty Inc reit (REXR) 0.0 $945k 24k 39.08
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $880k 15k 58.93
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $874k -6% 25k 34.59
 View chart
Mfs Inter Income Tr Sh Ben Int (MIN) 0.0 $873k 328k 2.66
 View chart
Starbucks Corporation (SBUX) 0.0 $868k 9.5k 91.25
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.0 $867k +9% 2.5k 342.16
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $865k +29% 16k 55.66
 View chart
Golub Capital BDC (GBDC) 0.0 $851k +42% 56k 15.16
 View chart
Sixth Street Specialty Lending (TSLX) 0.0 $849k 40k 21.30
 View chart
At&t (T) 0.0 $827k +2% 36k 22.77
 View chart
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $826k NEW 10k 81.58
 View chart
Ftai Aviation SHS (FTAI) 0.0 $817k 5.7k 144.04
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $809k 13k 61.37
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.0 $799k +7% 5.5k 145.35
 View chart
Western Alliance Bancorporation (WAL) 0.0 $766k 9.2k 83.54
 View chart
Kkr & Co (KKR) 0.0 $756k +12% 5.1k 147.91
 View chart
Dynavax Technologies Corp Com New (DVAX) 0.0 $746k 58k 12.77
 View chart
Williams Companies (WMB) 0.0 $745k 14k 54.12
 View chart
Corning Incorporated (GLW) 0.0 $744k 16k 47.52
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $741k 18k 40.92
 View chart
Shell Spon Ads (SHEL) 0.0 $727k 12k 62.65
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $725k 11k 63.75
 View chart
Paycom Software (PAYC) 0.0 $722k 3.5k 204.97
 View chart
Vanguard World Consum Dis Etf (VCR) 0.0 $719k 1.9k 375.38
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $714k 9.2k 77.27
 View chart
Shopify Cl A (SHOP) 0.0 $703k +2% 6.6k 106.33
 View chart
AFLAC Incorporated (AFL) 0.0 $684k 6.6k 103.44
 View chart
Pfizer (PFE) 0.0 $675k -25% 25k 26.53
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $665k +77% 9.2k 71.91
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $661k +347% 26k 25.86
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $658k 1.2k 571.45
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $656k 5.1k 129.34
 View chart
Hdfc Bank Sponsored Ads (HDB) 0.0 $656k +4% 10k 63.86
 View chart
International Business Machines (IBM) 0.0 $656k 3.0k 219.84
 View chart
Blackstone Group Inc Com Cl A (BX) 0.0 $645k 3.7k 172.42
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $632k +202% 2.3k 269.70
 View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $630k 58k 10.94
 View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.0 $627k -3% 21k 29.51
 View chart
Canadian Natl Ry (CNI) 0.0 $626k 6.2k 101.51
 View chart
Flagstar Financial Com New (FLG) 0.0 $624k 67k 9.33
 View chart
Target Corporation (TGT) 0.0 $621k +69% 4.6k 135.17
 View chart
Thermo Fisher Scientific (TMO) 0.0 $614k -3% 1.2k 520.80
 View chart
Booking Holdings (BKNG) 0.0 $612k +13% 123.00 4972.46
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $609k 4.8k 126.75
 View chart
Fortinet (FTNT) 0.0 $606k +22% 6.4k 94.48
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $593k +39% 3.2k 185.12
 View chart
Vanguard World Financials Etf (VFH) 0.0 $592k 5.0k 118.07
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $583k 9.0k 65.08
 View chart
Blackrock (BLK) 0.0 $582k NEW 567.00 1025.66
 View chart
Cbre Group Cl A (CBRE) 0.0 $578k +2% 4.4k 131.29
 View chart
Marriott Vacations Wrldwde Cp (VAC) 0.0 $577k 6.4k 90.59
 View chart
Cava Group Ord (CAVA) 0.0 $571k +97% 5.1k 112.80
 View chart
Newmont Mining Corporation (NEM) 0.0 $569k -17% 15k 37.22
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $567k +40% 1.1k 521.96
 View chart
Motorola Solutions Com New (MSI) 0.0 $560k +31% 1.2k 463.49
 View chart
Ge Aerospace Com New (GE) 0.0 $557k +11% 3.3k 167.07
 View chart
Ares Capital Corporation (ARCC) 0.0 $554k +2% 25k 21.89
 View chart
Six Flags Entertainment Corp (FUN) 0.0 $554k 12k 48.19
 View chart
Marvell Technology (MRVL) 0.0 $552k +47% 5.0k 110.46
 View chart
General Dynamics Corporation (GD) 0.0 $551k -4% 2.1k 263.53
 View chart
Lockheed Martin Corporation (LMT) 0.0 $550k +13% 1.1k 485.99
 View chart
McKesson Corporation (MCK) 0.0 $545k +22% 955.00 570.56
 View chart
Zoom Communications Cl A (ZM) 0.0 $542k +23% 6.6k 81.61
 View chart
Gitlab Class A Com (GTLB) 0.0 $532k +12% 9.4k 56.35
 View chart
Honeywell International (HON) 0.0 $529k +3% 2.3k 225.93
 View chart
Wells Fargo & Company (WFC) 0.0 $529k +21% 7.5k 70.24
 View chart
Ishares Tr India 50 Etf (INDY) 0.0 $527k +10% 10k 50.84
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $525k -32% 4.0k 132.21
 View chart
Valero Energy Corporation (VLO) 0.0 $523k -3% 4.3k 122.59
 View chart
General Motors Company (GM) 0.0 $502k +2% 9.4k 53.27
 View chart
Chubb (CB) 0.0 $502k +4% 1.8k 277.14
 View chart
Midcap Financial Invstmnt Com New (MFIC) 0.0 $496k 37k 13.49
 View chart
Veeva Sys Cl A Com (VEEV) 0.0 $495k 2.4k 210.25
 View chart
Texas Instruments Incorporated (TXN) 0.0 $493k +23% 2.6k 187.48
 View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) 0.0 $491k 4.0k 124.07
 View chart
Parker-Hannifin Corporation (PH) 0.0 $491k -41% 771.00 636.32
 View chart
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.0 $489k 53k 9.17
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $483k NEW 14k 34.13
 View chart
General Mills (GIS) 0.0 $477k +4% 7.5k 63.77
 View chart
Vanguard World Consum Stp Etf (VDC) 0.0 $476k 2.3k 211.38
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $468k 13k 35.48
 View chart
AmerisourceBergen (COR) 0.0 $466k +12% 2.1k 224.71
 View chart
Altria (MO) 0.0 $464k 8.7k 53.33
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $463k 8.1k 57.41
 View chart
Charles Schwab Corporation (SCHW) 0.0 $463k +5% 6.3k 74.01
 View chart
SYSCO Corporation (SYY) 0.0 $461k 6.0k 76.46
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $454k +200% 20k 22.70
 View chart
Novo-nordisk A S Adr (NVO) 0.0 $453k 5.3k 86.02
 View chart
First Busey Corp Com New (BUSE) 0.0 $453k 19k 23.57
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $448k +31% 2.5k 178.10
 View chart
Global X Fds Global X Silver (SIL) 0.0 $445k +2% 14k 32.53
 View chart
Vanguard World Industrial Etf (VIS) 0.0 $443k 1.7k 254.39
 View chart
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $436k +3% 8.0k 54.69
 View chart
Pimco CA Muni. Income Fund II (PCK) 0.0 $435k -7% 76k 5.74
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $431k +8% 1.1k 402.70
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $425k +47% 1.8k 240.28
 View chart
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.0 $421k 41k 10.40
 View chart
Select Sector Spdr Tr Communication (XLC) 0.0 $421k -6% 4.3k 96.81
 View chart
Illinois Tool Works (ITW) 0.0 $418k +47% 1.6k 254.99
 View chart
Evergy (EVRG) 0.0 $417k 6.8k 61.55
 View chart
Edison International (EIX) 0.0 $415k +2% 5.2k 79.84
 View chart
Applied Materials (AMAT) 0.0 $414k +25% 2.5k 162.62
 View chart
Fidelity National Information Services (FIS) 0.0 $413k +2% 5.1k 80.76
 View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $412k 9.6k 42.75
 View chart
Eaton Corp SHS (ETN) 0.0 $410k +21% 1.2k 331.91
 View chart
Global X Fds Artificial Etf (AIQ) 0.0 $408k NEW 11k 38.65
 View chart
Deere & Company (DE) 0.0 $408k 959.00 425.42
 View chart
Proshares Tr Ii Ultra Gold (UGL) 0.0 $407k 4.3k 93.48
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $403k 2.1k 189.98
 View chart
Kenvue (KVUE) 0.0 $403k -39% 19k 21.35
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.0 $391k +6% 6.5k 60.50
 View chart
Comfort Systems USA (FIX) 0.0 $390k 919.00 424.06
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $386k 1.3k 287.82
 View chart
Laird Superfood Com Stk (LSF) 0.0 $384k 49k 7.88
 View chart
Arista Networks Com Shs 0.0 $381k NEW 3.4k 110.53
 View chart
Braze Com Cl A (BRZE) 0.0 $379k 9.0k 41.88
 View chart
Grayscale Ethereum Mini Tr E Shs New 0.0 $371k NEW 12k 31.49
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $367k NEW 6.1k 60.20
 View chart
Philip Morris International (PM) 0.0 $366k +14% 3.0k 121.71
 View chart
T. Rowe Price (TROW) 0.0 $365k 3.2k 113.09
 View chart
Kellogg Company (K) 0.0 $364k 4.5k 80.97
 View chart
Uber Technologies (UBER) 0.0 $361k +8% 6.0k 60.32
 View chart
Nuveen Insd Dividend Advantage (NVG) 0.0 $356k 29k 12.26
 View chart
Marsh & McLennan Companies (MMC) 0.0 $351k +2% 1.7k 212.42
 View chart
Progressive Corporation (PGR) 0.0 $346k +21% 1.4k 239.57
 View chart
Medtronic SHS (MDT) 0.0 $345k NEW 4.3k 80.61
 View chart
Metropcs Communications (TMUS) 0.0 $345k +3% 1.6k 220.79
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.0 $342k +15% 493.00 692.63
 View chart
Darden Restaurants (DRI) 0.0 $341k 1.8k 186.70
 View chart
Paypal Holdings (PYPL) 0.0 $338k +44% 4.0k 85.35
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $337k NEW 839.00 401.58
 View chart
Fox Corp Cl B Com (FOX) 0.0 $334k 7.3k 45.74
 View chart
Constellation Energy (CEG) 0.0 $334k 1.5k 223.66
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $334k +49% 4.1k 81.98
 View chart
Ares Coml Real Estate (ACRE) 0.0 $332k -48% 54k 6.14
 View chart
Allstate Corporation (ALL) 0.0 $331k -3% 1.7k 193.69
 View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 0.0 $329k 10k 31.97
 View chart
Hldgs (UAL) 0.0 $328k NEW 3.4k 97.10
 View chart
Dupont De Nemours (DD) 0.0 $322k +2% 4.2k 76.25
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $320k 2.0k 164.20
 View chart
The Trade Desk Com Cl A (TTD) 0.0 $320k +15% 2.7k 117.53
 View chart
Textron (TXT) 0.0 $317k -2% 4.1k 76.51
 View chart
Boston Scientific Corporation (BSX) 0.0 $316k +26% 3.5k 89.32
 View chart
Oneok (OKE) 0.0 $316k -2% 3.1k 100.39
 View chart
Bristol Myers Squibb (BMY) 0.0 $309k NEW 5.5k 56.56
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $304k +14% 2.9k 106.55
 View chart
United Parcel Service CL B (UPS) 0.0 $303k +25% 2.4k 126.10
 View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $301k NEW 3.0k 99.54
 View chart
Corteva (CTVA) 0.0 $297k +6% 5.2k 56.96
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $296k NEW 3.9k 75.63
 View chart
Vanguard World Materials Etf (VAW) 0.0 $296k 1.6k 187.84
 View chart
Select Sector Spdr Tr Indl (XLI) 0.0 $294k -6% 2.2k 131.76
 View chart
Ameriprise Financial (AMP) 0.0 $294k +26% 552.00 532.08
 View chart
D.R. Horton (DHI) 0.0 $291k -4% 2.1k 139.83
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $288k 2.2k 132.10
 View chart
Cigna Corp (CI) 0.0 $286k -3% 1.0k 276.16
 View chart
Zoetis Cl A (ZTS) 0.0 $285k 1.8k 162.95
 View chart
Lennar Corp Cl A (LEN) 0.0 $285k -4% 2.1k 136.37
 View chart
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $285k NEW 4.9k 58.35
 View chart
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $283k +17% 1.6k 177.03
 View chart
Travelers Companies (TRV) 0.0 $282k NEW 1.2k 240.91
 View chart
Kla Corp Com New (KLAC) 0.0 $282k 447.00 630.78
 View chart
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $281k NEW 5.1k 55.47
 View chart
C H Robinson Worldwide Com New (CHRW) 0.0 $281k 2.7k 103.95
 View chart
Intercontinental Exchange (ICE) 0.0 $280k NEW 1.9k 149.04
 View chart
Ge Vernova (GEV) 0.0 $280k NEW 850.00 329.18
 View chart
Duke Energy Corp Com New (DUK) 0.0 $275k -2% 2.6k 107.74
 View chart
Kalvista Pharmaceuticals (KALV) 0.0 $274k 32k 8.47
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $274k +7% 7.3k 37.53
 View chart
American Tower Reit (AMT) 0.0 $272k +6% 1.5k 185.07
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $272k NEW 2.1k 131.80
 View chart
Summit Therapeutics (SMMT) 0.0 $268k 15k 17.84
 View chart
Veralto Corp Com Shs (VLTO) 0.0 $266k 2.6k 101.95
 View chart
Ingredion Incorporated (INGR) 0.0 $264k 1.9k 137.56
 View chart
Robinhood Mkts Com Cl A (HOOD) 0.0 $264k NEW 7.1k 37.26
 View chart
Welltower Inc Com reit (WELL) 0.0 $263k +2% 2.1k 126.05
 View chart
Royal Caribbean Cruises (RCL) 0.0 $263k NEW 1.1k 231.26
 View chart
Realreal (REAL) 0.0 $263k 24k 10.93
 View chart
eBay (EBAY) 0.0 $262k NEW 4.2k 61.96
 View chart
Sprott Physical Gold Tr Unit (PHYS) 0.0 $262k 13k 20.14
 View chart
Cyberark Software SHS (CYBR) 0.0 $258k NEW 774.00 333.15
 View chart
Amentum Holdings (AMTM) 0.0 $254k 12k 21.03
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $254k -10% 1.1k 224.35