Evoke Wealth
Latest statistics and disclosures from Evoke Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RPAR, GLDM, ACWI, OEF, VOO, and represent 53.80% of Evoke Wealth's stock portfolio.
- Added to shares of these 10 stocks: RPAR (+$82M), PAVE (+$15M), VOO (+$14M), VTI (+$7.9M), VTV (+$6.9M), NARI (+$6.3M), GLDM (+$6.3M), NEM (+$5.2M), VWO (+$5.0M), TIP.
- Started 61 new stock positions in FCT, AI, QS, CPRI, PCSA, CEMI, ETSY, URGN, AGI, IMAX.
- Reduced shares in these 10 stocks: JPM (-$13M), VOD (-$11M), GLD, RMD, HLF, CVX, LQD, BRK.A, INTC, ACWI.
- Sold out of its positions in AMG, AL, Y, Apartment Invt And Mgmt Co -a, ARVN, BSGM, BJRI, BLMN, CARA, CAKE.
- Evoke Wealth was a net buyer of stock by $128M.
- Evoke Wealth has $1.5B in assets under management (AUM), dropping by 20.17%.
- Central Index Key (CIK): 0001793432
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Portfolio Holdings for Evoke Wealth
Companies in the Evoke Wealth portfolio as of the December 2020 quarterly 13F filing
Evoke Wealth has 1056 total positions. Only the first 250 positions are shown.
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- Download the Evoke Wealth December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tidal Etf Tr Etf (RPAR) | 30.2 | $448M | +22% | 19M | 23.80 | |
| World Gold Tr Etf (GLDM) | 6.9 | $102M | +6% | 5.4M | 18.94 | |
| Ishares Tr Etf (ACWI) | 6.6 | $98M | 1.1M | 90.72 | ||
| Ishares Tr Etf (OEF) | 6.0 | $89M | 520k | 171.64 | ||
| Vanguard Index Fds Etf (VOO) | 4.1 | $60M | +28% | 175k | 343.69 | |
| Ishares Tr Etf (TIP) | 4.0 | $60M | +7% | 469k | 127.65 | |
| Vanguard Intl Equity Index F Etf (VWO) | 3.3 | $49M | +11% | 973k | 50.11 | |
| Vanguard Index Fds Etf (VTI) | 3.0 | $45M | +21% | 229k | 194.64 | |
| Flexshares Tr Etf (GUNR) | 2.7 | $39M | +7% | 1.2M | 32.54 | |
| Spdr S&p 500 Etf Tr Etf (SPY) | 2.4 | $36M | +2% | 95k | 375.46 | |
| Invesco Qqq Tr Etf (QQQ) | 1.9 | $29M | +3% | 92k | 313.74 | |
| Apple Stock (AAPL) | 1.6 | $23M | 176k | 132.69 | ||
| Canadian Imp Bk Comm Stock (CM) | 1.6 | $23M | 266k | 86.61 | ||
| Bank Nova Scotia B C Stock (BNS) | 1.4 | $21M | 381k | 54.04 | ||
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| Vanguard Tax-managed Intl Etf (VEA) | 1.2 | $18M | +18% | 381k | 47.21 | |
| Global X Fds Etf (PAVE) | 1.0 | $16M | +5956% | 727k | 21.27 | |
| Ishares Gold Trust Etf (IAU) | 0.9 | $13M | 729k | 18.13 | ||
| Comcast Corp Stock (CMCSA) | 0.8 | $12M | 233k | 52.40 | ||
| Spdr Gold Tr Etf (GLD) | 0.7 | $11M | -28% | 61k | 178.36 | |
| Verizon Communications Stock (VZ) | 0.7 | $11M | 182k | 58.75 | ||
| Waste Mgmt Inc Del Stock (WM) | 0.7 | $11M | 90k | 117.93 | ||
| Ishares Tr Etf (EEM) | 0.7 | $9.8M | 189k | 51.67 | ||
| Vanguard Index Fds Etf (VTV) | 0.6 | $9.0M | +335% | 75k | 118.95 | |
| Barrick Gold Corp Stock (GOLD) | 0.6 | $8.2M | 359k | 22.78 | ||
| Vanguard Specialized Funds Etf (VIG) | 0.5 | $7.0M | +13% | 50k | 141.18 | |
| Microsoft Corp Stock (MSFT) | 0.5 | $6.9M | +5% | 31k | 222.42 | |
| Inari Med Stock (NARI) | 0.4 | $6.3M | NEW | 72k | 87.29 | |
| Mondelez Intl Stock (MDLZ) | 0.4 | $5.8M | 98k | 58.78 | ||
| Invesco Exchange Traded Fd T Etf (PGF) | 0.4 | $5.4M | +35% | 284k | 19.21 | |
| Newmont Corp Stock (NEM) | 0.4 | $5.4M | +2565% | 91k | 59.89 | |
| Amazon Stock (AMZN) | 0.3 | $5.0M | +32% | 1.5k | 3256.86 | |
| Tpg Re Fin Tr Reit (TRTX) | 0.3 | $4.3M | -9% | 387k | 10.99 | |
| Rogers Communications Stock (RCI) | 0.3 | $4.0M | 86k | 46.98 | ||
| Disney Walt Stock (DIS) | 0.3 | $3.7M | -2% | 21k | 181.19 | |
| Annaly Capital Management In Reit (NLY) | 0.2 | $2.9M | +6% | 329k | 8.67 | |
| Doubleline Income Solutions Etf (DSL) | 0.2 | $2.8M | +8% | 170k | 16.58 | |
| Berkshire Hathaway Inc Del Stock (BRK.B) | 0.2 | $2.7M | -22% | 12k | 231.84 | |
| Johnson & Johnson Stock (JNJ) | 0.2 | $2.7M | +7% | 17k | 157.36 | |
| Ishares Tr Etf (AGG) | 0.2 | $2.7M | -2% | 23k | 118.18 | |
| Veeva Sys Stock (VEEV) | 0.2 | $2.5M | 9.1k | 272.30 | ||
| Berkshire Hathaway Inc Del Stock (BRK.A) | 0.2 | $2.4M | -46% | 7.00 | 347857.14 | |
| Vanguard Index Fds Etf (VNQ) | 0.2 | $2.4M | +122% | 29k | 84.93 | |
| Invesco Exchange Traded Fd T Etf (PEY) | 0.2 | $2.4M | +71% | 137k | 17.38 | |
| Alphabet Stock (GOOGL) | 0.2 | $2.4M | +13% | 1.4k | 1752.40 | |
| Mfs Inter Income Tr Etf (MIN) | 0.2 | $2.3M | +20% | 598k | 3.81 | |
| Clean Energy Fuels Corp Stock (CLNE) | 0.2 | $2.3M | 287k | 7.86 | ||
| Nuveen California Amt Qlt Mu Closed End Fund (NKX) | 0.2 | $2.2M | 142k | 15.76 | ||
| Nuveen Amt Free Qlty Mun Closed End Fund (NEA) | 0.1 | $2.1M | +9% | 138k | 15.10 | |
| Dimensional Etf Trust Etf (DFAE) | 0.1 | $2.1M | NEW | 78k | 26.85 | |
| Union Pac Corp Stock (UNP) | 0.1 | $2.0M | 9.6k | 208.23 | ||
| Vanguard World Fds Etf (VDE) | 0.1 | $2.0M | 38k | 51.86 | ||
| Boeing Stock (BA) | 0.1 | $2.0M | +12% | 9.1k | 214.11 | |
| Upwork Stock (UPWK) | 0.1 | $1.9M | -4% | 56k | 34.52 | |
| Ishares Silver Tr Etf (SLV) | 0.1 | $1.9M | +9% | 79k | 24.57 | |
| Concho Res Stock | 0.1 | $1.8M | 32k | 58.36 | ||
| Vanguard World Etf (EDV) | 0.1 | $1.8M | +194% | 12k | 152.33 | |
| Blackrock Muniyield Calif Qu Closed End Fund (MCA) | 0.1 | $1.8M | +3% | 121k | 14.97 | |
| Facebook Stock (FB) | 0.1 | $1.8M | +16% | 6.6k | 273.21 | |
| 3M Stock (MMM) | 0.1 | $1.7M | +8% | 9.9k | 174.75 | |
| Virgin Galactic Holdings Stock (SPCE) | 0.1 | $1.7M | +116566% | 70k | 23.73 | |
| Blackline Stock (BL) | 0.1 | $1.6M | 12k | 133.38 | ||
| Select Sector Spdr Tr Etf (XLV) | 0.1 | $1.5M | -36% | 14k | 113.44 | |
| Tesla Stock (TSLA) | 0.1 | $1.5M | -12% | 2.1k | 705.66 | |
| Blackrock Multi-sector Inc T Etf (BIT) | 0.1 | $1.5M | +12% | 84k | 17.67 | |
| Qualcomm Stock (QCOM) | 0.1 | $1.5M | 9.7k | 152.36 | ||
| Select Sector Spdr Tr Etf (XLB) | 0.1 | $1.4M | +15240% | 20k | 72.41 | |
| Select Sector Spdr Tr Etf (XLI) | 0.1 | $1.4M | +5057% | 16k | 88.52 | |
| Uber Technologies Stock (UBER) | 0.1 | $1.4M | +11% | 28k | 51.01 | |
| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $1.4M | -90% | 11k | 127.08 | |
| Visa Stock (V) | 0.1 | $1.4M | +23% | 6.2k | 218.72 | |
| Blackstone Mtg Tr Reit (BXMT) | 0.1 | $1.4M | 48k | 28.15 | ||
| Alphabet Stock (GOOG) | 0.1 | $1.3M | +15% | 751.00 | 1752.33 | |
| Doubleline Yield Opportuniti Etf (DLY) | 0.1 | $1.3M | +20% | 71k | 18.50 | |
| Accenture Plc Ireland Stock (ACN) | 0.1 | $1.3M | 4.9k | 261.36 | ||
| Cisco Sys Stock (CSCO) | 0.1 | $1.3M | 28k | 44.76 | ||
| Invesco Calif Value Mun Inco Closed End Fund (VCV) | 0.1 | $1.2M | +8% | 93k | 13.23 | |
| Sm Energy Stock (SM) | 0.1 | $1.2M | +77% | 201k | 6.12 | |
| Nike Stock (NKE) | 0.1 | $1.2M | -5% | 8.5k | 141.47 | |
| Kraft Heinz Stock (KHC) | 0.1 | $1.2M | 35k | 34.66 | ||
| Ishares Tr Etf (IWR) | 0.1 | $1.2M | 18k | 68.56 | ||
| Nuveen Ca Qualty Mun Income Closed End Fund (NAC) | 0.1 | $1.2M | +7% | 79k | 15.16 | |
| Ishares Tr Etf (ITOT) | 0.1 | $1.2M | +3% | 14k | 86.25 | |
| Netflix Stock (NFLX) | 0.1 | $1.2M | -2% | 2.2k | 540.53 | |
| Rexford Indl Rlty Reit (REXR) | 0.1 | $1.2M | 24k | 49.32 | ||
| Procter And Gamble Stock (PG) | 0.1 | $1.1M | 8.1k | 139.18 | ||
| Spdr Dow Jones Indl Average Etf (DIA) | 0.1 | $1.1M | 3.7k | 306.45 | ||
| Coupa Software Stock (COUP) | 0.1 | $1.1M | +2% | 3.3k | 339.00 | |
| Eaton Vance Calif Mun Bd Closed End Fund (EVM) | 0.1 | $1.1M | +20% | 95k | 11.75 | |
| Exxon Mobil Corp Stock (XOM) | 0.1 | $1.1M | +46% | 27k | 41.20 | |
| Starbucks Corp Stock (SBUX) | 0.1 | $1.1M | +13% | 10k | 106.96 | |
| Mastercard Incorporated Stock (MA) | 0.1 | $1.1M | 3.0k | 356.78 | ||
| General Dynamics Corp Stock (GD) | 0.1 | $1.0M | 7.0k | 148.79 | ||
| Paypal Hldgs Stock (PYPL) | 0.1 | $1.0M | +2% | 4.4k | 234.16 | |
| Ishares Tr Etf (IWF) | 0.1 | $1.0M | 4.2k | 241.08 | ||
| Mcdonalds Corp Stock (MCD) | 0.1 | $1.0M | -8% | 4.7k | 214.60 | |
| Church & Dwight Stock (CHD) | 0.1 | $1.0M | 12k | 87.23 | ||
| Select Sector Spdr Tr Etf (XLE) | 0.1 | $1.0M | +55% | 27k | 37.91 | |
| Abbvie Stock (ABBV) | 0.1 | $992k | +8% | 9.3k | 107.19 | |
| Dimensional Etf Trust Etf (DFAU) | 0.1 | $969k | NEW | 37k | 26.29 | |
| Fastly Stock (FSLY) | 0.1 | $944k | 11k | 87.40 | ||
| Vanguard World Fds Etf (VGT) | 0.1 | $942k | 2.7k | 353.74 | ||
| Wesco Intl Stock (WCC) | 0.1 | $942k | 12k | 78.50 | ||
| Vanguard Intl Equity Index F Etf (VT) | 0.1 | $930k | 10k | 92.55 | ||
| Ishares Tr Etf (IEO) | 0.1 | $897k | +78% | 25k | 35.88 | |
| Vanguard Whitehall Fds Etf (VYM) | 0.1 | $889k | 9.7k | 91.52 | ||
| Intel Corp Stock (INTC) | 0.1 | $877k | -69% | 18k | 49.82 | |
| Alibaba Group Hldg Stock (BABA) | 0.1 | $861k | -6% | 3.7k | 232.83 | |
| Select Sector Spdr Tr Etf (XLK) | 0.1 | $827k | +14% | 6.4k | 130.09 | |
| Pepsico Stock (PEP) | 0.1 | $815k | +7% | 5.5k | 149.38 | |
| Adobe Systems Incorporated Stock (ADBE) | 0.1 | $805k | +30% | 1.6k | 500.00 | |
| Ishares Tr Etf (IJS) | 0.1 | $805k | +100% | 9.9k | 81.31 | |
| Wells Fargo Stock (WFC) | 0.1 | $797k | +97% | 26k | 30.18 | |
| Royal Dutch Shell Stock (RDS.A) | 0.1 | $781k | 22k | 35.14 | ||
| Vanguard Scottsdale Fds Etf (VCSH) | 0.1 | $771k | +3488% | 9.3k | 83.28 | |
| Vanguard Bd Index Fds Etf (BSV) | 0.1 | $766k | +140% | 9.2k | 82.90 | |
| Ishares Tr Etf (IVE) | 0.1 | $752k | 5.9k | 128.11 | ||
| Ishares Tr Etf (IVV) | 0.0 | $738k | +142% | 2.0k | 375.19 | |
| Vaneck Vectors Etf Tr Etf (GDX) | 0.0 | $732k | +43% | 20k | 36.02 | |
| Nuveen Amt Free Mun Cr Inc F Closed End Fund (NVG) | 0.0 | $731k | +17% | 44k | 16.79 | |
| Royal Bk Cda Stock (RY) | 0.0 | $723k | 8.8k | 82.04 | ||
| Pimco Dynamic Cr Income Etf (PCI) | 0.0 | $718k | 34k | 21.28 | ||
| Anheuser Busch Inbev Sa Stock (BUD) | 0.0 | $699k | 10k | 69.90 | ||
| Datadog Stock (DDOG) | 0.0 | $699k | +44% | 7.1k | 98.45 | |
| Bk Of America Corp Stock (BAC) | 0.0 | $697k | -60% | 23k | 30.31 | |
| Pfizer Stock (PFE) | 0.0 | $674k | +3% | 18k | 36.81 | |
| Ishares Tr Etf (EFA) | 0.0 | $663k | 9.1k | 72.95 | ||
| Oracle Corp Stock (ORCL) | 0.0 | $658k | +32% | 10k | 64.69 | |
| Nextera Energy Stock (NEE) | 0.0 | $653k | +397% | 8.5k | 77.18 | |
| Dimensional Etf Trust Etf (DFAI) | 0.0 | $629k | NEW | 24k | 26.51 | |
| Pimco Calif Mun Income Fd Ii Closed End Fund (PCK) | 0.0 | $621k | +6% | 69k | 9.07 | |
| Global X Fds Etf (SIL) | 0.0 | $621k | +72% | 14k | 45.59 | |
| Salesforce Stock (CRM) | 0.0 | $603k | +29% | 2.7k | 222.67 | |
| Servicenow Stock (NOW) | 0.0 | $597k | 1.1k | 550.74 | ||
| Becton Dickinson & Co Stock (BDX) | 0.0 | $595k | 2.4k | 250.21 | ||
| Conocophillips Stock (COP) | 0.0 | $595k | +8% | 15k | 39.98 | |
| Select Sector Spdr Tr Etf (XLF) | 0.0 | $592k | +253% | 20k | 29.47 | |
| Wix Stock (WIX) | 0.0 | $580k | 2.3k | 250.00 | ||
| Zymeworks Stock (ZYME) | 0.0 | $576k | -49% | 12k | 47.29 | |
| Home Depot Stock (HD) | 0.0 | $567k | +7% | 2.1k | 265.82 | |
| Neuberger Brman Clifrn Muni Closed End Fund (NBW) | 0.0 | $566k | +13% | 42k | 13.65 | |
| Vanguard Index Fds Etf (VV) | 0.0 | $562k | 3.2k | 175.68 | ||
| Price T Rowe Group Stock (TROW) | 0.0 | $558k | 3.7k | 151.30 | ||
| Morgan Stanley Stock (MS) | 0.0 | $554k | +45% | 8.1k | 68.50 | |
| Danaher Corporation Stock (DHR) | 0.0 | $547k | -26% | 2.5k | 222.27 | |
| Rockwell Automation Stock (ROK) | 0.0 | $541k | 2.2k | 251.04 | ||
| Nvidia Corporation Stock (NVDA) | 0.0 | $538k | 1.0k | 522.33 | ||
| Vanguard World Fds Etf (VFH) | 0.0 | $523k | 7.2k | 72.83 | ||
| Coca Cola Stock (KO) | 0.0 | $518k | -8% | 9.4k | 54.87 | |
| Sixth Street Specialty Lendn Etf (TSLX) | 0.0 | $516k | 24k | 21.16 | ||
| Crispr Therapeutics Stock (CRSP) | 0.0 | $505k | 3.3k | 153.03 | ||
| Intuit Stock (INTU) | 0.0 | $489k | 1.3k | 379.66 | ||
| Spdr S&p Midcap 400 Etf Tr Etf (MDY) | 0.0 | $484k | 1.1k | 421.60 | ||
| Costco Whsl Corp Stock (COST) | 0.0 | $476k | 1.3k | 376.58 | ||
| Pimco Income Strategy Fd Ii Etf (PFN) | 0.0 | $475k | +20% | 47k | 10.02 | |
| At&t Stock (T) | 0.0 | $472k | +13% | 16k | 28.73 | |
| Vanguard World Fds Etf (VCR) | 0.0 | $469k | 1.7k | 274.91 | ||
| Amgen Stock (AMGN) | 0.0 | $451k | -2% | 2.0k | 229.87 | |
| Chevron Corp Stock (CVX) | 0.0 | $441k | -89% | 5.2k | 84.42 | |
| Vanguard Index Fds Etf (VUG) | 0.0 | $439k | 1.7k | 253.32 | ||
| Snap Stock (SNAP) | 0.0 | $437k | 8.7k | 50.05 | ||
| Greenbrier Cos Stock (GBX) | 0.0 | $431k | 12k | 36.36 | ||
| Walmart Stock (WMT) | 0.0 | $430k | 3.0k | 144.63 | ||
| Ishares Tr Etf (IJH) | 0.0 | $420k | +22% | 1.8k | 229.63 | |
| Ishares Tr Etf (IWM) | 0.0 | $420k | +6% | 2.1k | 195.99 | |
| Merck & Co Stock (MRK) | 0.0 | $410k | 5.0k | 82.45 | ||
| Vanguard World Fds Etf (VDC) | 0.0 | $402k | 2.3k | 173.88 | ||
| Vanguard World Fds Etf (VHT) | 0.0 | $400k | 1.8k | 223.59 | ||
| Vanguard World Fds Etf (VIS) | 0.0 | $400k | 2.4k | 170.07 | ||
| Vodafone Group Stock (VOD) | 0.0 | $400k | -96% | 24k | 17.01 | |
| Kkr Real Estate Fin Tr Stock (KREF) | 0.0 | $398k | +738% | 22k | 18.26 | |
| Stanley Black & Decker Stock (SWK) | 0.0 | $398k | 2.2k | 178.40 | ||
| Abbott Labs Stock (ABT) | 0.0 | $394k | +6% | 3.6k | 109.63 | |
| Unitedhealth Group Stock (UNH) | 0.0 | $392k | +145% | 1.1k | 350.63 | |
| Ishares Tr Etf (INDA) | 0.0 | $387k | 9.6k | 40.19 | ||
| Docusign Stock (DOCU) | 0.0 | $384k | 1.7k | 222.22 | ||
| Herbalife Nutrition Stock (HLF) | 0.0 | $379k | -91% | 7.9k | 48.06 | |
| Crown Crafts Stock (CRWS) | 0.0 | $377k | 52k | 7.20 | ||
| Alteryx Stock (AYX) | 0.0 | $375k | 3.1k | 121.67 | ||
| Caesars Entertainment Inc Ne Stock (CZR) | 0.0 | $371k | 5.0k | 74.20 | ||
| Spdr Ser Tr Etf (SDY) | 0.0 | $359k | 3.4k | 106.06 | ||
| Raytheon Technologies Corp Stock (RTX) | 0.0 | $357k | +2% | 5.0k | 71.53 | |
| New Gold Inc Cda Stock (NGD) | 0.0 | $344k | NEW | 157k | 2.19 | |
| Pimco Ca Municipal Income Closed End Fund (PCQ) | 0.0 | $343k | 19k | 18.05 | ||
| General Mls Stock (GIS) | 0.0 | $340k | 5.8k | 58.75 | ||
| Ishares Tr Etf (PFF) | 0.0 | $335k | +866% | 8.7k | 38.51 | |
| Baxter Intl Stock (BAX) | 0.0 | $326k | 4.0k | 80.57 | ||
| Cvs Health Corp Stock (CVS) | 0.0 | $324k | -77% | 4.7k | 68.35 | |
| Ishares Etf (ESGE) | 0.0 | $320k | +18487% | 7.6k | 41.99 | |
| Apollo Coml Real Est Fin Reit (ARI) | 0.0 | $319k | 28k | 11.53 | ||
| Edison Intl Stock (EIX) | 0.0 | $319k | 5.0k | 63.42 | ||
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $317k | +298% | 681.00 | 465.49 | |
| Essex Ppty Tr Reit (ESS) | 0.0 | $314k | +98% | 1.3k | 239.69 | |
| American Express Stock (AXP) | 0.0 | $312k | +16% | 2.6k | 120.88 | |
| Ecolab Stock (ECL) | 0.0 | $310k | +14% | 1.4k | 217.09 | |
| Honeywell Intl Stock (HON) | 0.0 | $304k | +100% | 1.4k | 212.44 | |
| Vanguard Index Fds Etf (VO) | 0.0 | $302k | +2% | 1.5k | 206.85 | |
| Agnc Invt Corp Reit (AGNC) | 0.0 | $302k | 19k | 15.70 | ||
| General Mtrs Stock (GM) | 0.0 | $297k | -9% | 7.1k | 41.57 | |
| Ishares Tr Etf (LQD) | 0.0 | $294k | -89% | 2.1k | 137.96 | |
| Activision Blizzard Stock (ATVI) | 0.0 | $293k | 3.2k | 92.78 | ||
| Ishares Tr Etf (DVY) | 0.0 | $290k | -12% | 3.0k | 96.06 | |
| Avalonbay Cmntys Reit (AVB) | 0.0 | $289k | +97% | 1.8k | 162.09 | |
| Parker-hannifin Corp Stock (PH) | 0.0 | $288k | 1.1k | 272.21 | ||
| Bristol-myers Squibb Stock (BMY) | 0.0 | $287k | -5% | 4.6k | 62.61 | |
| Vanguard Index Fds Etf (VB) | 0.0 | $287k | 1.5k | 194.58 | ||
| Ishares Tr Etf (IUSG) | 0.0 | $287k | +165% | 3.2k | 88.58 | |
| Corvus Gold Stock (KOR) | 0.0 | $283k | 119k | 2.38 | ||
| Blackrock Muniyield Quality Closed End Fund (MYI) | 0.0 | $282k | 20k | 14.46 | ||
| Invesco Currencyshares Cdn D Etf (FXC) | 0.0 | $278k | 3.6k | 77.22 | ||
| Whirlpool Corp Stock (WHR) | 0.0 | $273k | -18% | 1.5k | 180.32 | |
| Brookfield Infrast Partners Master Limited Partnership (BIP) | 0.0 | $271k | +100% | 5.5k | 49.36 | |
| Schwab Charles Corp Stock (SCHW) | 0.0 | $270k | +3% | 5.1k | 53.09 | |
| Roku Stock (ROKU) | 0.0 | $264k | -26% | 796.00 | 331.66 | |
| Blackrock Stock (BLK) | 0.0 | $258k | +7% | 358.00 | 720.67 | |
| Eaton Vance Mun Bd Closed End Fund (EIM) | 0.0 | $245k | 18k | 13.61 | ||
| Deere & Co Stock (DE) | 0.0 | $242k | +3% | 898.00 | 269.49 | |
| United Parcel Service Stock (UPS) | 0.0 | $233k | 1.4k | 168.23 | ||
| Robert Half Intl Stock (RHI) | 0.0 | $231k | 3.7k | 62.48 | ||
| Nuveen Municipal Credit Closed End Fund (NZF) | 0.0 | $231k | 14k | 16.14 | ||
| Amerisourcebergen Corp Stock (ABC) | 0.0 | $230k | 2.3k | 97.91 | ||
| International Business Machs Stock (IBM) | 0.0 | $229k | +26% | 1.8k | 125.96 | |
| Lowes Cos Stock (LOW) | 0.0 | $225k | -9% | 1.4k | 160.71 | |
| Mfs Mun Income Tr Closed End Fund (MFM) | 0.0 | $223k | 33k | 6.69 | ||
| Vail Resorts Stock (MTN) | 0.0 | $218k | -10% | 782.00 | 278.77 | |
| Western Asset Managed Muns F Closed End Fund (MMU) | 0.0 | $218k | 17k | 12.82 | ||
| Eaton Vance Natl Mun Opport Closed End Fund (EOT) | 0.0 | $214k | 11k | 20.47 | ||
| Glaukos Corp Stock (GKOS) | 0.0 | $209k | 2.8k | 75.23 | ||
| Ishares Tr Etf (IVW) | 0.0 | $208k | +300% | 3.3k | 63.92 | |
| Goldman Sachs Group Stock (GS) | 0.0 | $205k | -24% | 777.00 | 263.84 | |
| Darden Restaurants Stock (DRI) | 0.0 | $203k | -50% | 1.7k | 119.41 | |
| Allstate Corp Stock (ALL) | 0.0 | $203k | +3% | 1.8k | 110.39 | |
| Zoom Video Communications In Stock (ZM) | 0.0 | $203k | -3% | 603.00 | 336.65 | |
| Illinois Tool Wks Stock (ITW) | 0.0 | $201k | 981.00 | 204.89 | ||
| Taiwan Semiconductor Mfg Stock (TSM) | 0.0 | $200k | 1.8k | 109.53 | ||
| Constellation Brands Stock (STZ) | 0.0 | $197k | +1243% | 900.00 | 218.89 | |
| Skyworks Solutions Stock (SWKS) | 0.0 | $195k | 1.3k | 153.18 | ||
| C3 Ai Stock (AI) | 0.0 | $194k | NEW | 1.4k | 139.07 | |
| Fedex Corp Stock (FDX) | 0.0 | $191k | +41% | 734.00 | 260.22 | |
| Mckesson Corp Stock (MCK) | 0.0 | $191k | 1.1k | 174.75 | ||
| Simon Ppty Group Reit (SPG) | 0.0 | $189k | +4% | 2.2k | 86.42 | |
| Spdr Ser Tr Etf (KBE) | 0.0 | $184k | -12% | 4.4k | 41.82 | |
| Dominion Energy Stock (D) | 0.0 | $184k | -15% | 2.4k | 75.32 | |
| Lilly Eli & Co Stock (LLY) | 0.0 | $178k | 1.1k | 168.72 | ||
| Tjx Cos Stock (TJX) | 0.0 | $174k | -18% | 2.5k | 68.48 | |
| Ishares Tr Etf (IWO) | 0.0 | $172k | 600.00 | 286.67 | ||
| Arrowhead Pharmaceuticals In Stock (ARWR) | 0.0 | $171k | 2.2k | 76.58 | ||
| Micron Technology Stock (MU) | 0.0 | $171k | +5% | 2.3k | 75.40 | |
| Ishares Tr Etf (ITA) | 0.0 | $170k | +100% | 1.8k | 94.44 | |
| International Tower Hill Min Stock (THM) | 0.0 | $169k | 123k | 1.38 | ||
| Zoetis Stock (ZTS) | 0.0 | $164k | 993.00 | 165.16 | ||
Past Filings by Evoke Wealth
SEC 13F filings are viewable for Evoke Wealth going back to 2019
- Evoke Wealth 2020 Q4 filed Feb. 12, 2021
- Evoke Wealth 2020 Q3 filed Nov. 13, 2020
- Evoke Wealth 2020 Q2 filed Aug. 10, 2020
- Evoke Wealth 2020 Q1 filed May 7, 2020
- Evoke Wealth 2019 Q4 filed Feb. 7, 2020
- Evoke Wealth 2019 Q3 restated filed Dec. 17, 2019
- Evoke Wealth 2019 Q3 filed Nov. 12, 2019