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, LLC 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

Companies in the Evoke Wealth portfolio as of the June 2020 quarterly 13F filing

Evoke Wealth has 1138 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Etf Tr Etf (RPAR) 26.8 $277M +136% 13M 21.18
World Gold Tr Etf (GLDM) 8.8 $91M +22% 5.1M 17.77
Ishares Tr Etf (ACWI) 7.9 $81M -5% 1.1M 73.72
Ishares Tr Etf (OEF) 7.3 $76M 530k 142.42
Ishares Tr Etf (TIP) 4.9 $51M +22% 414k 123.06
Vanguard Index Fds Etf (VOO) 3.8 $39M -3% 136k 284.85
Vanguard Index Fds Etf (VTI) 2.8 $29M +3% 184k 156.53
Spdr S&p 500 Etf Tr Etf (SPY) 2.8 $29M +40% 93k 309.73
Flexshares Tr Etf (GUNR) 2.6 $27M +203753% 979k 27.67
Invesco Qqq Tr Etf (QQQ) 2.5 $26M +19% 103k 248.00
Vanguard Intl Equity Index F Etf (VWO) 2.1 $21M +5% 536k 39.61
Canadian Imp Bk Comm Stock (CM) 1.7 $18M 266k 66.97
Bank Nova Scotia B C Stock (BNS) 1.5 $16M 381k 41.24
Apple Stock (AAPL) 1.5 $15M +3% 42k 368.29

Setup an alert

Evoke Wealth will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Vanguard Tax-managed Fds Etf (VEA) 1.2 $13M 322k 38.79
Vodafone Group Stock (VOD) 1.1 $11M +4467% 668k 16.43
Spdr Gold Tr Etf (GLD) 1.0 $11M +5% 63k 167.37
Intel Corp Stock (INTC) 0.8 $8.4M 140k 59.83
Ishares Gold Trust Etf (IAU) 0.8 $7.8M 460k 16.99
Ishares Tr Etf (EEM) 0.7 $7.1M -42% 178k 39.99
Exxon Mobil Corp Stock (XOM) 0.6 $6.5M -2% 146k 44.72
Microsoft Corp Stock (MSFT) 0.6 $6.3M 31k 203.52
Vanguard Specialized Funds Etf (VIG) 0.5 $5.1M +2% 44k 117.79
Mondelez Intl Stock (MDLZ) 0.5 $5.0M 98k 51.42
Vanguard Index Fds Etf (VNQ) 0.5 $4.7M -6% 60k 78.53
Chevron Corp Stock (CVX) 0.4 $4.3M 48k 89.23
Berkshire Hathaway Inc Del Stock (BRK.A) 0.3 $3.5M 13.00 267307.69
Tpg Re Fin Tr Reit (TRTX) 0.3 $3.4M -68% 371k 9.23
Resmed Stock (RMD) 0.3 $3.3M 17k 191.99
Amazon Stock (AMZN) 0.3 $3.0M +26% 1.1k 2758.97
Ishares Tr Etf (AGG) 0.3 $2.7M +585% 23k 118.20
Berkshire Hathaway Inc Del Stock (BRK.B) 0.3 $2.6M -11% 15k 178.50
Disney Walt Stock (DIS) 0.2 $2.4M -5% 21k 111.49
Johnson & Johnson Stock (JNJ) 0.2 $2.2M -3% 16k 140.65
Veeva Sys Stock (VEEV) 0.2 $2.1M -3% 9.1k 234.42
Vanguard World Fds Etf (VDE) 0.2 $2.0M +22% 40k 50.29
Alphabet Stock (GOOGL) 0.2 $1.8M +5% 1.2k 1418.21
Select Sector Spdr Tr Etf (XLV) 0.2 $1.7M +317% 17k 100.09
Zymeworks Stock (ZYME) 0.2 $1.7M +100% 48k 36.07
Invesco Exchange Traded Fd T Etf (PGF) 0.2 $1.7M +17% 95k 17.90
Bk Of America Corp Stock (BAC) 0.2 $1.7M 70k 23.75
Union Pac Corp Stock (UNP) 0.2 $1.6M 9.7k 169.07
Nuveen California Amt Qlt Mu Closed End Fund (NKX) 0.2 $1.6M 109k 14.99
Concho Res Stock (CXO) 0.2 $1.6M 32k 51.48
Boeing Stock (BA) 0.1 $1.5M -6% 8.1k 183.33
3M Stock (MMM) 0.1 $1.4M -10% 9.1k 156.01
Spdr Ser Tr Etf (BIL) 0.1 $1.4M -10% 15k 91.53
Doubleline Income Solutions Etf (DSL) 0.1 $1.3M -78% 86k 15.37
Jpmorgan Chase & Co Stock (JPM) 0.1 $1.3M -17% 14k 94.09
Nuveen Amt Free Qlty Mun Closed End Fund (NEA) 0.1 $1.3M +29% 94k 13.95
Alphabet Stock (GOOG) 0.1 $1.2M +30% 845.00 1414.20
Facebook Stock (FB) 0.1 $1.2M -12% 5.2k 227.10
Blackstone Mtg Tr Reit (BXMT) 0.1 $1.2M +98% 48k 24.70
Annaly Capital Management In Reit (NLY) 0.1 $1.2M -7% 173k 6.78
Cvs Health Corp Stock (CVS) 0.1 $1.2M -28% 18k 64.97
Invesco Exchange Traded Fd T Etf (PEY) 0.1 $1.2M NEW 80k 14.43
Kraft Heinz Stock (KHC) 0.1 $1.1M -2% 35k 31.90
Blackrock Multi-sector Inc T Etf (BIT) 0.1 $1.1M -24% 74k 14.41
Accenture Plc Ireland Stock (ACN) 0.1 $1.0M 4.9k 214.70
Ishares Tr Etf (LQD) 0.1 $1.0M +717% 7.6k 134.48
Visa Stock (V) 0.1 $988k +77% 4.4k 222.12
Blackline Stock (BL) 0.1 $980k -35% 12k 82.89
Rexford Indl Rlty Reit (REXR) 0.1 $980k 24k 41.63
Procter And Gamble Stock (PG) 0.1 $969k +5% 8.1k 119.53
Blackrock Muniyield Calif Qu Closed End Fund (MCA) 0.1 $954k +28% 69k 13.92
Mcdonalds Corp Stock (MCD) 0.1 $949k -9% 4.9k 193.16
Ishares Tr Etf (IWR) 0.1 $936k 18k 53.61
Ishares Tr Etf (ITOT) 0.1 $926k +7% 13k 69.46
Fastly Stock (FSLY) 0.1 $915k +43% 11k 85.10
Church & Dwight Stock (CHD) 0.1 $895k 12k 77.30
Coupa Software Stock (COUP) 0.1 $893k 3.2k 277.07
Nike Stock (NKE) 0.1 $893k -10% 8.2k 109.32
Qualcomm Stock (QCOM) 0.1 $884k 9.7k 91.21
Mastercard Incorporated Stock (MA) 0.1 $880k 3.0k 295.60
Alibaba Group Hldg Stock (BABA) 0.1 $850k +4% 3.9k 215.63
Upwork Stock (UPWK) 0.1 $848k 59k 14.45
Spdr Dow Jones Indl Average Etf (DIA) 0.1 $839k +978% 3.2k 258.47
Ishares Tr Etf (IWF) 0.1 $834k +4% 4.3k 192.03
Abbvie Stock (ABBV) 0.1 $824k +79% 8.4k 98.13
Paypal Hldgs Stock (PYPL) 0.1 $797k +2% 4.6k 174.13
Uber Technologies Stock (UBER) 0.1 $766k 25k 31.09
Vanguard Whitehall Fds Etf (VYM) 0.1 $756k 9.6k 78.73
Vanguard World Fds Etf (VGT) 0.1 $742k +8% 2.7k 278.63
Public Storage Reit (PSA) 0.1 $739k -25% 3.9k 191.85
Ishares Tr Etf (MBB) 0.1 $738k NEW 6.7k 110.74
Tesla Stock (TSLA) 0.1 $729k +2% 675.00 1080.00
Vanguard Intl Equity Index F Etf (VT) 0.1 $729k 9.7k 74.84
Royal Dutch Shell Stock (RDS.A) 0.1 $729k 22k 32.68
Freeport-mcmoran Stock (FCX) 0.1 $706k 61k 11.57
Pepsico Stock (PEP) 0.1 $673k -12% 5.1k 132.27
Select Sector Spdr Tr Etf (XLE) 0.1 $664k +159% 18k 37.85
Pimco Dynamic Cr Income Etf (PCI) 0.1 $652k +9% 35k 18.50
Clean Energy Fuels Corp Stock (CLNE) 0.1 $637k 287k 2.22
Ishares Tr Etf (IVE) 0.1 $635k -22% 5.9k 108.18
Hasbro Stock (HAS) 0.1 $633k -25% 8.4k 75.01
Danaher Corporation Stock (DHR) 0.1 $624k -14% 3.5k 176.97
Fedex Corp Stock (FDX) 0.1 $624k -6% 4.4k 140.95
Nuveen Ca Qualty Mun Income Closed End Fund (NAC) 0.1 $619k 43k 14.33
Netflix Stock (NFLX) 0.1 $611k +2% 1.3k 454.95
Royal Bk Cda Stock (RY) 0.1 $608k 9.0k 67.80
Wix Stock (WIX) 0.1 $594k 2.3k 256.03
Conocophillips Stock (COP) 0.1 $587k -52% 14k 42.05
Becton Dickinson & Co Stock (BDX) 0.1 $575k -8% 2.4k 239.48
Ishares Tr Etf (EFA) 0.1 $569k -3% 9.3k 60.89
Pfizer Stock (PFE) 0.1 $555k -7% 17k 32.70
Verizon Communications Stock (VZ) 0.1 $539k -4% 9.8k 55.13
Vanguard World Etf (EDV) 0.1 $531k 3.2k 166.15
Wesco Intl Stock (WCC) 0.1 $527k -17% 15k 35.13
Doubleline Yield Opportuniti Etf (DLY) 0.0 $515k +76% 29k 17.63
Spdr S&p Midcap 400 Etf Tr Etf (MDY) 0.0 $512k -19% 1.6k 326.53
Alteryx Stock (AYX) 0.0 $506k 3.1k 164.18
Anheuser Busch Inbev Sa Stock (BUD) 0.0 $499k -19% 10k 49.88
Home Depot Stock (HD) 0.0 $497k -23% 2.0k 250.63
Nuveen Amt Free Mun Cr Inc F Closed End Fund (NVG) 0.0 $495k 32k 15.34
Adobe Stock (ADBE) 0.0 $490k 1.1k 435.56
Rockwell Automation Stock (ROK) 0.0 $480k 2.3k 212.86
Coca Cola Stock (KO) 0.0 $466k -3% 10k 45.10
Vanguard Index Fds Etf (VV) 0.0 $458k 3.2k 143.17
Amgen Stock (AMGN) 0.0 $457k -6% 1.9k 236.05
Cf Inds Hldgs Stock (CF) 0.0 $457k -26% 16k 28.16
Price T Rowe Group Stock (TROW) 0.0 $455k 3.7k 123.37
Select Sector Spdr Tr Etf (XLK) 0.0 $449k +177% 4.3k 104.54
Houlihan Lokey Stock (HLI) 0.0 $445k NEW 8.0k 55.62
At&t Stock (T) 0.0 $441k -12% 15k 30.22
Servicenow Stock (NOW) 0.0 $439k 1.1k 404.98
Oracle Corp Stock (ORCL) 0.0 $429k +222% 7.8k 55.33
Sm Energy Stock (SM) 0.0 $426k 114k 3.75
Vanguard World Fds Etf (VFH) 0.0 $411k +5% 7.2k 57.23
Invesco Calif Value Mun Inco Closed End Fund (VCV) 0.0 $410k +151% 35k 11.68
Nextera Energy Stock (NEE) 0.0 $410k -22% 1.7k 240.47
Pimco Income Strategy Fd Ii Etf (PFN) 0.0 $405k +18% 46k 8.80
Cisco Sys Stock (CSCO) 0.0 $393k -44% 8.4k 46.63
Salesforce Stock (CRM) 0.0 $391k -33% 2.1k 187.35
Merck & Co Stock (MRK) 0.0 $384k -12% 4.4k 86.64
Sixth Street Specialty Lendn Etf (TSLX) 0.0 $383k NEW 23k 16.48
Intuit Stock (INTU) 0.0 $382k 1.3k 296.58
General Mls Stock (GIS) 0.0 $357k 5.8k 61.69
Starbucks Corp Stock (SBUX) 0.0 $355k -20% 4.8k 73.64
Herbalife Nutrition Stock (HLF) 0.0 $355k 7.9k 45.02
Baxter Intl Stock (BAX) 0.0 $351k -15% 4.1k 86.47
Vanguard Index Fds Etf (VUG) 0.0 $350k 1.7k 201.96
Vanguard World Fds Etf (VDC) 0.0 $346k 2.3k 149.65
Vanguard World Fds Etf (VHT) 0.0 $345k 1.8k 192.85
Vanguard World Fds Etf (VCR) 0.0 $341k 1.7k 199.88
Greenbrier Cos Stock (GBX) 0.0 $333k -15% 15k 22.77
Eaton Vance Calif Mun Bd Closed End Fund (EVM) 0.0 $324k +178% 29k 11.14
Vanguard Bd Index Fds Etf (BSV) 0.0 $319k 3.8k 83.07
Spdr Ser Tr Etf (SDY) 0.0 $309k 3.4k 91.29
Dynavax Technologies Corp Stock (DVAX) 0.0 $307k 35k 8.87
Stanley Black & Decker Stock (SWK) 0.0 $306k 2.2k 139.28
Vanguard World Fds Etf (VIS) 0.0 $306k -5% 2.4k 130.10
Pimco Ca Municipal Income Closed End Fund (PCQ) 0.0 $305k 19k 16.05
Nvidia Corporation Stock (NVDA) 0.0 $304k +16% 800.00 380.00
Costco Whsl Corp Stock (COST) 0.0 $300k -11% 988.00 303.64
Datadog Stock (DDOG) 0.0 $300k +89% 3.5k 86.96
Ishares Tr Etf (IWM) 0.0 $298k 2.1k 143.06
Docusign Stock (DOCU) 0.0 $298k +6% 1.7k 172.45
Ishares Tr Etf (IVV) 0.0 $290k 936.00 309.83
Mfs Inter Income Tr Etf (MIN) 0.0 $289k NEW 78k 3.71
Abbott Labs Stock (ABT) 0.0 $286k -16% 3.1k 91.49
Ishares Tr Etf (IJH) 0.0 $282k 1.6k 177.69
Raytheon Technologies Corp Stock (RTX) 0.0 $282k NEW 4.5k 63.13
Apollo Coml Real Est Fin Reit (ARI) 0.0 $281k -16% 28k 10.16
Ishares Tr Etf (INDA) 0.0 $279k 9.6k 28.97
Edison Intl Stock (EIX) 0.0 $278k 5.1k 54.35
Ishares Tr Etf (DVY) 0.0 $276k +469% 3.4k 80.75
Zoetis Stock (ZTS) 0.0 $273k +98% 2.0k 137.19
Morgan Stanley Stock (MS) 0.0 $271k 5.6k 48.26
Darden Restaurants Stock (DRI) 0.0 $261k +97% 3.4k 75.81
Invesco Currencyshares Cdn D Etf (FXC) 0.0 $261k 3.6k 72.50
Crown Crafts Stock (CRWS) 0.0 $257k 52k 4.91
Amerisourcebergen Corp Stock (ABC) 0.0 $256k 2.5k 100.75
Blackrock Muniyield Quality Closed End Fund (MYI) 0.0 $255k 20k 13.08
Agnc Invt Corp Reit (AGNC) 0.0 $250k 19k 13.00
Walmart Stock (WMT) 0.0 $247k -43% 2.1k 119.67
Crispr Therapeutics Stock (CRSP) 0.0 $243k 3.3k 73.64
Whirlpool Corp Stock (WHR) 0.0 $243k +9% 1.9k 129.39
Ecolab Stock (ECL) 0.0 $241k 1.2k 199.50
Bristol-myers Squibb Stock (BMY) 0.0 $241k 4.1k 58.92
Activision Blizzard Stock (ATVI) 0.0 $240k 3.2k 76.00
Dominion Energy Stock (D) 0.0 $239k -49% 2.9k 81.15
General Dynamics Corp Stock (GD) 0.0 $233k -2% 1.6k 149.36
Vanguard Index Fds Etf (VO) 0.0 $233k 1.4k 164.08
Eaton Vance Mun Bd Closed End Fund (EIM) 0.0 $229k 18k 12.72
Goldman Sachs Group Stock (GS) 0.0 $225k +40% 1.1k 198.06
Vanguard Index Fds Etf (VTV) 0.0 $223k 2.2k 99.55
International Tower Hill Min Stock (THM) 0.0 $218k -43% 123k 1.78
Pimco Calif Mun Income Fd Ii Closed End Fund (PCK) 0.0 $217k NEW 25k 8.86
Vanguard Index Fds Etf (VB) 0.0 $215k +2% 1.5k 145.76
Nuveen Municipal Credit Closed End Fund (NZF) 0.0 $212k 14k 14.82
Lowes Cos Stock (LOW) 0.0 $212k -3% 1.6k 134.86
American Express Stock (AXP) 0.0 $211k -8% 2.2k 95.39
Newmont Corp Stock (NEM) 0.0 $209k 3.4k 61.78
Mfs Mun Income Tr Closed End Fund (MFM) 0.0 $208k 33k 6.24
Snap Stock (SNAP) 0.0 $205k 8.7k 23.48
Eaton Vance Natl Mun Opportu Closed End Fund (EOT) 0.0 $205k 11k 19.61
Western Asset Managed Muns F Closed End Fund (MMU) 0.0 $205k 17k 12.06
General Mtrs Stock (GM) 0.0 $203k -23% 8.0k 25.34
Ingredion Stock (INGR) 0.0 $201k -32% 2.4k 83.51
Eldorado Resorts Stock 0.0 $200k NEW 5.0k 40.00
Parker Hannifin Corp Stock (PH) 0.0 $196k 1.1k 183.01
Robert Half Intl Stock (RHI) 0.0 $195k 3.7k 52.86
Blackrock Stock (BLK) 0.0 $192k -42% 283.00 678.45
Cigna Corp Stock (CI) 0.0 $182k -12% 849.00 214.37
Skyworks Solutions Stock (SWKS) 0.0 $176k -12% 1.4k 128.19
International Business Machs Stock (IBM) 0.0 $176k -9% 1.5k 121.05
Shopify Stock (SHOP) 0.0 $176k -45% 185.00 951.35
Allstate Corp Stock (ALL) 0.0 $174k 1.8k 97.48
Lilly Eli & Co Stock (LLY) 0.0 $174k -19% 1.1k 164.31
Illinois Tool Wks Stock (ITW) 0.0 $173k -17% 981.00 176.35
Mckesson Corp Stock (MCK) 0.0 $169k -3% 1.1k 153.64
Ishares Tr Etf (IVW) 0.0 $169k 813.00 207.87
Occidental Pete Corp Stock (OXY) 0.0 $168k -39% 9.2k 18.31
Schwab Charles Corp Stock (SCHW) 0.0 $166k 4.9k 33.74
Cheesecake Factory Stock (CAKE) 0.0 $160k NEW 7.0k 22.86
Vail Resorts Stock (MTN) 0.0 $159k 875.00 181.71
Texas Roadhouse Stock (TXRH) 0.0 $158k NEW 3.0k 52.67
Tjx Cos Stock (TJX) 0.0 $158k -24% 3.1k 50.61
Spdr Ser Tr Etf (KBE) 0.0 $158k -43% 5.0k 31.60
Travelers Companies Stock (TRV) 0.0 $157k -46% 1.4k 114.10
Suncor Energy Stock (SU) 0.0 $155k +31% 9.2k 16.89
Cracker Barrel Old Ctry Stor Stock (CBRL) 0.0 $155k NEW 1.4k 110.71
Vaneck Vectors Etf Tr Etf (GDX) 0.0 $154k +118% 4.2k 36.68
Golub Cap Bdc Etf (GBDC) 0.0 $151k -63% 13k 11.68
United Parcel Service Stock (UPS) 0.0 $148k -22% 1.3k 111.28
Ishares Tr Etf (ITA) 0.0 $148k 900.00 164.44
American Intl Group Stock (AIG) 0.0 $147k 4.7k 31.15
Bjs Restaurants Stock (BJRI) 0.0 $147k NEW 7.0k 21.00
Citigroup Stock (C) 0.0 $147k +49% 2.9k 51.27
Dupont De Nemours Stock (DD) 0.0 $145k -55% 2.7k 53.13
Simon Ppty Group Reit (SPG) 0.0 $143k +43% 2.1k 68.23
Cerner Corp Stock (CERN) 0.0 $142k -50% 2.1k 68.93
Advance Auto Parts Stock (AAP) 0.0 $139k -7% 976.00 142.42
Bloomin Brands Stock (BLMN) 0.0 $139k NEW 13k 10.69
Deere & Co Stock (DE) 0.0 $138k 873.00 158.08
Magenta Therapeutics Stock (MGTA) 0.0 $136k 18k 7.51
Wells Fargo Stock (WFC) 0.0 $135k -29% 5.3k 25.61
Xcel Energy Stock (XEL) 0.0 $134k +99% 2.1k 63.03
Unitedhealth Group Stock (UNH) 0.0 $134k -6% 454.00 295.15
Alps Etf Tr Etf (SDOG) 0.0 $132k 3.6k 36.36
Select Sector Spdr Tr Etf (XLF) 0.0 $131k -13% 5.7k 23.08
Republic Svcs Stock (RSG) 0.0 $129k 1.6k 82.43
Comcast Corp Stock (CMCSA) 0.0 $129k -61% 3.3k 39.16
Ishares Tr Etf (IWO) 0.0 $124k 600.00 206.67
Super League Gaming Stock (SLGG) 0.0 $122k 51k 2.40
Ishares Tr Etf (HDV) 0.0 $122k 1.5k 81.33
Ebay Stock (EBAY) 0.0 $121k 2.3k 52.45
Ishares Tr Etf (INDY) 0.0 $121k 3.9k 30.99
Taiwan Semiconductor Mfg Stock (TSM) 0.0 $120k +37% 2.1k 58.06
Ishares Tr Etf (IBB) 0.0 $120k +17% 878.00 136.67

Past Filings by Evoke Wealth

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