Evoke Wealth
Latest statistics and disclosures from Evoke Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, GLDM, RPAR, VTI, SCHP, and represent 33.44% of Evoke Wealth's stock portfolio.
- Added to shares of these 10 stocks: SCHP (+$60M), VTIP (+$19M), VWO (+$7.6M), Inari Medical Ord (+$6.6M), DFAU, VTI, GNR, VT, VEA, VUG.
- Started 45 new stock positions in IBIT, HLI, CYBR, SKM, UAL, PLTR, XFLT, ZS, VGSH, KBE.
- Reduced shares in these 10 stocks: RPAR (-$42M), META (-$19M), GUNR (-$10M), LTPZ (-$6.4M), IVV (-$5.6M), VTWO, EDV, OEF, ACWI, .
- Sold out of its positions in SGOL, Arista Networks, AZN, GOLD, BlackRock, BHK, CDZI, STZ, CRF, DBEF.
- Evoke Wealth was a net buyer of stock by $56M.
- Evoke Wealth has $3.6B in assets under management (AUM), dropping by -2.50%.
- Central Index Key (CIK): 0001793432
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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 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 9.6 | $343M | 6.6M | 51.99 |
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| Tidal Etf Tr Rpar Risk Pari (RPAR) | 5.8 | $207M | -16% | 11M | 18.69 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 4.4 | $159M | +2% | 550k | 289.81 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.5 | $126M | +92% | 4.9M | 25.83 |
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| Ishares Tr S&p 100 Etf (OEF) | 3.5 | $125M | 434k | 288.85 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 3.3 | $118M | -7% | 3.2M | 36.36 |
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| Ishares Tr Tips Bd Etf (TIP) | 3.3 | $117M | 1.1M | 106.55 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 2.8 | $100M | -2% | 847k | 117.50 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.3 | $82M | 841k | 96.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $78M | +2% | 145k | 538.81 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $74M | +4% | 1.6M | 47.82 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $73M | 125k | 587.98 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.0 | $70M | +6% | 1.7M | 40.49 |
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| Vanguard Index Fds Value Etf (VTV) | 1.9 | $67M | +3% | 396k | 169.30 |
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| Apple (AAPL) | 1.8 | $64M | +2% | 257k | 250.42 |
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| Ishares Tr Mbs Etf (MBB) | 1.7 | $61M | +2% | 662k | 91.68 |
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| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 1.7 | $60M | -9% | 1.1M | 52.17 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.6 | $59M | +6% | 501k | 117.48 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.5 | $54M | +3% | 1.8M | 29.20 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $49M | +18% | 1.1M | 44.04 |
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| Microsoft Corporation (MSFT) | 1.3 | $45M | 108k | 421.50 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $45M | +3% | 235k | 190.88 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.2 | $43M | -6% | 486k | 89.33 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.1 | $40M | +87% | 817k | 48.42 |
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| Ishares Msci Emrg Chn (EMXC) | 1.1 | $38M | 689k | 55.45 |
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| Tidal Etf Tr Upar Ultra Risk (UPAR) | 0.9 | $34M | -3% | 2.6M | 12.93 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.9 | $34M | +2% | 1.3M | 25.37 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $32M | 164k | 195.83 |
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| Meta Platforms Cl A (META) | 0.8 | $29M | -39% | 50k | 585.51 |
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| Amazon (AMZN) | 0.7 | $26M | 120k | 219.39 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $26M | -5% | 295k | 87.33 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.7 | $26M | 96k | 266.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $24M | 125k | 189.30 |
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| NVIDIA Corporation (NVDA) | 0.6 | $21M | +13% | 153k | 134.29 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $16M | -2% | 31k | 526.57 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $15M | +2% | 264k | 58.00 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $13M | +4% | 56k | 242.13 |
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| Doximity Cl A (DOCS) | 0.4 | $13M | -11% | 240k | 53.39 |
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| Moody's Corporation (MCO) | 0.3 | $12M | -5% | 26k | 473.36 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $12M | +11% | 112k | 104.89 |
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| Johnson & Johnson (JNJ) | 0.3 | $11M | 79k | 144.62 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $10M | -7% | 208k | 49.51 |
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| AutoZone (AZO) | 0.3 | $10M | -5% | 3.1k | 3202.00 |
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| UnitedHealth (UNH) | 0.3 | $9.9M | -3% | 20k | 505.87 |
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| Inari Medical Ord | 0.3 | $9.8M | +207% | 193k | 51.05 |
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| Oracle Corporation (ORCL) | 0.3 | $9.7M | 58k | 166.64 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $9.5M | -4% | 111k | 85.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $9.4M | -5% | 18k | 511.22 |
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| TJX Companies (TJX) | 0.2 | $8.9M | -4% | 73k | 120.81 |
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| Block Cl A (XYZ) | 0.2 | $8.8M | 104k | 84.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $8.7M | 19k | 453.28 |
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| Pepsi (PEP) | 0.2 | $7.8M | -3% | 51k | 153.42 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $7.8M | 88k | 88.40 |
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| Lowe's Companies (LOW) | 0.2 | $7.4M | -4% | 30k | 246.80 |
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| Analog Devices (ADI) | 0.2 | $7.2M | -4% | 34k | 212.46 |
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| Linde SHS (LIN) | 0.2 | $7.1M | -5% | 17k | 418.67 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $6.7M | +3% | 28k | 239.71 |
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| Msci (MSCI) | 0.2 | $6.6M | -4% | 11k | 600.00 |
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| Procter & Gamble Company (PG) | 0.2 | $6.4M | +13% | 38k | 167.65 |
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| Chevron Corporation (CVX) | 0.2 | $6.3M | +5% | 44k | 144.84 |
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| Tesla Motors (TSLA) | 0.2 | $6.2M | +14% | 15k | 403.84 |
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| Carrier Global Corporation (CARR) | 0.2 | $6.2M | -5% | 90k | 68.48 |
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| SM Energy (SM) | 0.2 | $5.9M | -3% | 153k | 38.76 |
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| Sherwin-Williams Company (SHW) | 0.2 | $5.9M | -4% | 17k | 339.93 |
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| Cme (CME) | 0.2 | $5.9M | 25k | 238.03 |
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| Eli Lilly & Co. (LLY) | 0.2 | $5.8M | +2% | 7.5k | 772.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $5.6M | +7% | 29k | 190.44 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $5.4M | +285% | 109k | 49.76 |
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| Colgate-Palmolive Company (CL) | 0.1 | $5.4M | 59k | 90.91 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.3M | 24k | 220.96 |
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| Broadcom (AVGO) | 0.1 | $5.1M | +56% | 22k | 231.84 |
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| Walt Disney Company (DIS) | 0.1 | $4.7M | -5% | 42k | 111.85 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $4.7M | +20% | 83k | 56.70 |
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| Visa Com Cl A (V) | 0.1 | $4.5M | +6% | 14k | 316.05 |
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| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $4.4M | +3% | 305k | 14.55 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $4.3M | -4% | 46k | 92.61 |
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| Intuit (INTU) | 0.1 | $4.2M | 6.8k | 628.49 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.2M | +152% | 10k | 410.45 |
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| Gra (GGG) | 0.1 | $4.1M | -4% | 49k | 84.29 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $4.1M | -4% | 9.1k | 444.68 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.1M | +115% | 23k | 175.23 |
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| Abbvie (ABBV) | 0.1 | $4.0M | +12% | 23k | 177.70 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $4.0M | 37k | 107.57 |
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| Snowflake Cl A (SNOW) | 0.1 | $3.9M | -2% | 25k | 154.41 |
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| Goldman Sachs (GS) | 0.1 | $3.8M | +3% | 6.7k | 572.66 |
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| Becton, Dickinson and (BDX) | 0.1 | $3.8M | -4% | 17k | 226.86 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.8M | 12k | 322.16 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.7M | -27% | 42k | 89.08 |
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| Netflix (NFLX) | 0.1 | $3.7M | 4.1k | 891.32 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $3.6M | 171k | 21.26 |
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| Mettler-Toledo International (MTD) | 0.1 | $3.5M | -5% | 2.9k | 1223.68 |
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| FactSet Research Systems (FDS) | 0.1 | $3.4M | -5% | 7.2k | 480.30 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $3.4M | +70% | 34k | 100.60 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $3.3M | +155% | 99k | 33.41 |
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| ConocoPhillips (COP) | 0.1 | $3.3M | +3% | 33k | 99.17 |
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| Qualcomm (QCOM) | 0.1 | $3.2M | 21k | 153.62 |
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| Sentinelone Cl A (S) | 0.1 | $3.1M | 142k | 22.20 |
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| Nike CL B (NKE) | 0.1 | $3.0M | -11% | 40k | 76.07 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $3.0M | +13% | 113k | 26.33 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $3.0M | 13k | 232.52 |
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| Equifax (EFX) | 0.1 | $2.9M | 12k | 254.86 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $2.9M | 21k | 139.35 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.9M | +25% | 11k | 264.13 |
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| American Express Company (AXP) | 0.1 | $2.9M | 9.6k | 296.78 |
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| Middleby Corporation (MIDD) | 0.1 | $2.8M | -5% | 21k | 135.45 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $2.8M | +17% | 247k | 11.28 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.7M | 4.00 | 680920.00 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $2.7M | +21% | 240k | 11.29 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.6M | -21% | 4.2k | 621.74 |
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| Servicenow (NOW) | 0.1 | $2.6M | 2.5k | 1060.12 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.5M | +7% | 20k | 128.62 |
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| Doubleline Income Solutions (DSL) | 0.1 | $2.5M | 198k | 12.57 |
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| Sempra Energy (SRE) | 0.1 | $2.4M | +14% | 27k | 88.26 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $2.4M | 9.3k | 253.70 |
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| Alamos Gold Com Cl A (AGI) | 0.1 | $2.3M | +48% | 127k | 18.44 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $2.3M | +200% | 88k | 26.07 |
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| Vanguard World Extended Dur (EDV) | 0.1 | $2.3M | -56% | 33k | 67.72 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.2M | 9.7k | 228.05 |
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| S&p Global (SPGI) | 0.1 | $2.2M | +3% | 4.4k | 498.03 |
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| McDonald's Corporation (MCD) | 0.1 | $2.2M | +31% | 7.5k | 289.88 |
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| Abbott Laboratories (ABT) | 0.1 | $2.1M | +17% | 19k | 113.11 |
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| Cisco Systems (CSCO) | 0.1 | $2.1M | +6% | 35k | 59.20 |
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| Amgen (AMGN) | 0.1 | $2.1M | -2% | 7.9k | 260.63 |
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| Wal-Mart Stores (WMT) | 0.1 | $2.1M | +11% | 23k | 90.55 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $2.0M | +13% | 50k | 40.55 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.0M | 32k | 62.31 |
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| Bank of America Corporation (BAC) | 0.1 | $2.0M | +30% | 45k | 43.95 |
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| Fiserv (FI) | 0.1 | $1.9M | +7% | 9.4k | 205.42 |
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| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.1 | $1.9M | 151k | 12.64 |
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| Danaher Corporation (DHR) | 0.1 | $1.9M | 8.1k | 229.81 |
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| salesforce (CRM) | 0.1 | $1.8M | +12% | 5.5k | 334.71 |
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| Annaly Capital Management In Com New (NLY) | 0.1 | $1.8M | -48% | 97k | 18.95 |
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| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.1 | $1.8M | +13% | 172k | 10.63 |
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| Stryker Corporation (SYK) | 0.1 | $1.8M | 5.0k | 360.90 |
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| Merck & Co (MRK) | 0.1 | $1.8M | +31% | 18k | 100.28 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.8M | +11% | 2.0k | 916.43 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.8M | 14k | 131.29 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.8M | 5.1k | 351.76 |
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| Biogen Idec (BIIB) | 0.0 | $1.8M | 12k | 152.92 |
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| Automatic Data Processing (ADP) | 0.0 | $1.7M | 5.9k | 294.26 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.7M | 13k | 137.57 |
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| Rockwell Automation (ROK) | 0.0 | $1.7M | +157% | 5.9k | 285.79 |
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| Jacobs Engineering Group (J) | 0.0 | $1.7M | 12k | 133.63 |
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| Waste Management (WM) | 0.0 | $1.7M | 8.2k | 201.80 |
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| Boeing Company (BA) | 0.0 | $1.6M | +5% | 9.3k | 177.01 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.6M | 14k | 115.72 |
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| Home Depot (HD) | 0.0 | $1.6M | 4.1k | 389.00 |
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| Agnico (AEM) | 0.0 | $1.6M | +12% | 21k | 78.21 |
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| Glaukos (GKOS) | 0.0 | $1.6M | 11k | 149.94 |
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| 3M Company (MMM) | 0.0 | $1.6M | +3% | 12k | 129.09 |
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| Morgan Stanley Com New (MS) | 0.0 | $1.6M | -2% | 13k | 125.72 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.6M | +34% | 7.9k | 198.09 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.5M | 12k | 127.59 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.5M | +9% | 32k | 48.33 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $1.5M | -7% | 45k | 33.91 |
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| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $1.5M | 53k | 28.61 |
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| Doubleline Yield (DLY) | 0.0 | $1.5M | 93k | 15.83 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.4M | NEW | 27k | 53.05 |
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| C3 Ai Cl A (AI) | 0.0 | $1.4M | 41k | 34.43 |
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| Church & Dwight (CHD) | 0.0 | $1.4M | 13k | 104.71 |
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| Coca-Cola Company (KO) | 0.0 | $1.4M | +43% | 22k | 62.26 |
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| Coupang Cl A (CPNG) | 0.0 | $1.4M | 62k | 21.98 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $1.4M | 24k | 56.75 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $1.3M | 49k | 27.52 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.3M | +200% | 57k | 23.18 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $1.3M | +122% | 71k | 18.50 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $1.3M | -10% | 3.1k | 426.67 |
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| Ross Stores (ROST) | 0.0 | $1.3M | 8.5k | 151.28 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.3M | NEW | 22k | 58.18 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.3M | -15% | 30k | 41.82 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.2M | +57% | 10k | 120.78 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.2M | +5% | 12k | 101.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.2M | 17k | 70.28 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.2M | -3% | 3.6k | 334.25 |
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| Ea Series Trust Mkam Etf (MKAM) | 0.0 | $1.2M | 41k | 29.20 |
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| Caterpillar (CAT) | 0.0 | $1.2M | +31% | 3.2k | 362.73 |
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| Blackrock Multi-sector Incom other (BIT) | 0.0 | $1.2M | 80k | 14.60 |
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| Vulcan Materials Company (VMC) | 0.0 | $1.2M | 4.5k | 257.25 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $1.1M | NEW | 6.6k | 173.66 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $1.1M | +57% | 43k | 26.05 |
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| Palo Alto Networks (PANW) | 0.0 | $1.1M | +118% | 6.1k | 181.96 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.1M | -8% | 11k | 96.83 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $1.1M | 18k | 58.79 |
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| Verizon Communications (VZ) | 0.0 | $1.1M | -8% | 26k | 39.99 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $1.1M | 20k | 54.20 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.0M | +37% | 14k | 75.61 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.0M | 8.8k | 115.22 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $994k | 11k | 92.45 |
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| Nextera Energy (NEE) | 0.0 | $977k | +5% | 14k | 71.69 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $946k | +5% | 4.8k | 198.18 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $945k | 24k | 39.08 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $880k | 15k | 58.93 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $874k | -6% | 25k | 34.59 |
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| Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $873k | 328k | 2.66 |
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| Starbucks Corporation (SBUX) | 0.0 | $868k | 9.5k | 91.25 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $867k | +9% | 2.5k | 342.16 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $865k | +29% | 16k | 55.66 |
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| Golub Capital BDC (GBDC) | 0.0 | $851k | +42% | 56k | 15.16 |
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| Sixth Street Specialty Lending (TSLX) | 0.0 | $849k | 40k | 21.30 |
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| At&t (T) | 0.0 | $827k | +2% | 36k | 22.77 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $826k | NEW | 10k | 81.58 |
|
| Ftai Aviation SHS (FTAI) | 0.0 | $817k | 5.7k | 144.04 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $809k | 13k | 61.37 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $799k | +7% | 5.5k | 145.35 |
|
| Western Alliance Bancorporation (WAL) | 0.0 | $766k | 9.2k | 83.54 |
|
|
| Kkr & Co (KKR) | 0.0 | $756k | +12% | 5.1k | 147.91 |
|
| Dynavax Technologies Corp Com New (DVAX) | 0.0 | $746k | 58k | 12.77 |
|
|
| Williams Companies (WMB) | 0.0 | $745k | 14k | 54.12 |
|
|
| Corning Incorporated (GLW) | 0.0 | $744k | 16k | 47.52 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $741k | 18k | 40.92 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $727k | 12k | 62.65 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $725k | 11k | 63.75 |
|
|
| Paycom Software (PAYC) | 0.0 | $722k | 3.5k | 204.97 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $719k | 1.9k | 375.38 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $714k | 9.2k | 77.27 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $703k | +2% | 6.6k | 106.33 |
|
| AFLAC Incorporated (AFL) | 0.0 | $684k | 6.6k | 103.44 |
|
|
| Pfizer (PFE) | 0.0 | $675k | -25% | 25k | 26.53 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $665k | +77% | 9.2k | 71.91 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $661k | +347% | 26k | 25.86 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $658k | 1.2k | 571.45 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $656k | 5.1k | 129.34 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $656k | +4% | 10k | 63.86 |
|
| International Business Machines (IBM) | 0.0 | $656k | 3.0k | 219.84 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $645k | 3.7k | 172.42 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $632k | +202% | 2.3k | 269.70 |
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $630k | 58k | 10.94 |
|
|
| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.0 | $627k | -3% | 21k | 29.51 |
|
| Canadian Natl Ry (CNI) | 0.0 | $626k | 6.2k | 101.51 |
|
|
| Flagstar Financial Com New (FLG) | 0.0 | $624k | 67k | 9.33 |
|
|
| Target Corporation (TGT) | 0.0 | $621k | +69% | 4.6k | 135.17 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $614k | -3% | 1.2k | 520.80 |
|
| Booking Holdings (BKNG) | 0.0 | $612k | +13% | 123.00 | 4972.46 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $609k | 4.8k | 126.75 |
|
|
| Fortinet (FTNT) | 0.0 | $606k | +22% | 6.4k | 94.48 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $593k | +39% | 3.2k | 185.12 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $592k | 5.0k | 118.07 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $583k | 9.0k | 65.08 |
|
|
| Blackrock (BLK) | 0.0 | $582k | NEW | 567.00 | 1025.66 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $578k | +2% | 4.4k | 131.29 |
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $577k | 6.4k | 90.59 |
|
|
| Cava Group Ord (CAVA) | 0.0 | $571k | +97% | 5.1k | 112.80 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $569k | -17% | 15k | 37.22 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $567k | +40% | 1.1k | 521.96 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $560k | +31% | 1.2k | 463.49 |
|
| Ge Aerospace Com New (GE) | 0.0 | $557k | +11% | 3.3k | 167.07 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $554k | +2% | 25k | 21.89 |
|
| Six Flags Entertainment Corp (FUN) | 0.0 | $554k | 12k | 48.19 |
|
|
| Marvell Technology (MRVL) | 0.0 | $552k | +47% | 5.0k | 110.46 |
|
| General Dynamics Corporation (GD) | 0.0 | $551k | -4% | 2.1k | 263.53 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $550k | +13% | 1.1k | 485.99 |
|
| McKesson Corporation (MCK) | 0.0 | $545k | +22% | 955.00 | 570.56 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $542k | +23% | 6.6k | 81.61 |
|
| Gitlab Class A Com (GTLB) | 0.0 | $532k | +12% | 9.4k | 56.35 |
|
| Honeywell International (HON) | 0.0 | $529k | +3% | 2.3k | 225.93 |
|
| Wells Fargo & Company (WFC) | 0.0 | $529k | +21% | 7.5k | 70.24 |
|
| Ishares Tr India 50 Etf (INDY) | 0.0 | $527k | +10% | 10k | 50.84 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $525k | -32% | 4.0k | 132.21 |
|
| Valero Energy Corporation (VLO) | 0.0 | $523k | -3% | 4.3k | 122.59 |
|
| General Motors Company (GM) | 0.0 | $502k | +2% | 9.4k | 53.27 |
|
| Chubb (CB) | 0.0 | $502k | +4% | 1.8k | 277.14 |
|
| Midcap Financial Invstmnt Com New (MFIC) | 0.0 | $496k | 37k | 13.49 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $495k | 2.4k | 210.25 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $493k | +23% | 2.6k | 187.48 |
|
| Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 0.0 | $491k | 4.0k | 124.07 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $491k | -41% | 771.00 | 636.32 |
|
| Eaton Vance Cali Muni Bnd Fnd (EVM) | 0.0 | $489k | 53k | 9.17 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $483k | NEW | 14k | 34.13 |
|
| General Mills (GIS) | 0.0 | $477k | +4% | 7.5k | 63.77 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $476k | 2.3k | 211.38 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $468k | 13k | 35.48 |
|
|
| AmerisourceBergen (COR) | 0.0 | $466k | +12% | 2.1k | 224.71 |
|
| Altria (MO) | 0.0 | $464k | 8.7k | 53.33 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $463k | 8.1k | 57.41 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $463k | +5% | 6.3k | 74.01 |
|
| SYSCO Corporation (SYY) | 0.0 | $461k | 6.0k | 76.46 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $454k | +200% | 20k | 22.70 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $453k | 5.3k | 86.02 |
|
|
| First Busey Corp Com New (BUSE) | 0.0 | $453k | 19k | 23.57 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $448k | +31% | 2.5k | 178.10 |
|
| Global X Fds Global X Silver (SIL) | 0.0 | $445k | +2% | 14k | 32.53 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $443k | 1.7k | 254.39 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $436k | +3% | 8.0k | 54.69 |
|
| Pimco CA Muni. Income Fund II (PCK) | 0.0 | $435k | -7% | 76k | 5.74 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $431k | +8% | 1.1k | 402.70 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $425k | +47% | 1.8k | 240.28 |
|
| Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.0 | $421k | 41k | 10.40 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $421k | -6% | 4.3k | 96.81 |
|
| Illinois Tool Works (ITW) | 0.0 | $418k | +47% | 1.6k | 254.99 |
|
| Evergy (EVRG) | 0.0 | $417k | 6.8k | 61.55 |
|
|
| Edison International (EIX) | 0.0 | $415k | +2% | 5.2k | 79.84 |
|
| Applied Materials (AMAT) | 0.0 | $414k | +25% | 2.5k | 162.62 |
|
| Fidelity National Information Services (FIS) | 0.0 | $413k | +2% | 5.1k | 80.76 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $412k | 9.6k | 42.75 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $410k | +21% | 1.2k | 331.91 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $408k | NEW | 11k | 38.65 |
|
| Deere & Company (DE) | 0.0 | $408k | 959.00 | 425.42 |
|
|
| Proshares Tr Ii Ultra Gold (UGL) | 0.0 | $407k | 4.3k | 93.48 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $403k | 2.1k | 189.98 |
|
|
| Kenvue (KVUE) | 0.0 | $403k | -39% | 19k | 21.35 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $391k | +6% | 6.5k | 60.50 |
|
| Comfort Systems USA (FIX) | 0.0 | $390k | 919.00 | 424.06 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $386k | 1.3k | 287.82 |
|
|
| Laird Superfood Com Stk (LSF) | 0.0 | $384k | 49k | 7.88 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $381k | NEW | 3.4k | 110.53 |
|
| Braze Com Cl A (BRZE) | 0.0 | $379k | 9.0k | 41.88 |
|
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $371k | NEW | 12k | 31.49 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $367k | NEW | 6.1k | 60.20 |
|
| Philip Morris International (PM) | 0.0 | $366k | +14% | 3.0k | 121.71 |
|
| T. Rowe Price (TROW) | 0.0 | $365k | 3.2k | 113.09 |
|
|
| Kellogg Company (K) | 0.0 | $364k | 4.5k | 80.97 |
|
|
| Uber Technologies (UBER) | 0.0 | $361k | +8% | 6.0k | 60.32 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $356k | 29k | 12.26 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $351k | +2% | 1.7k | 212.42 |
|
| Progressive Corporation (PGR) | 0.0 | $346k | +21% | 1.4k | 239.57 |
|
| Medtronic SHS (MDT) | 0.0 | $345k | NEW | 4.3k | 80.61 |
|
| Metropcs Communications (TMUS) | 0.0 | $345k | +3% | 1.6k | 220.79 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $342k | +15% | 493.00 | 692.63 |
|
| Darden Restaurants (DRI) | 0.0 | $341k | 1.8k | 186.70 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $338k | +44% | 4.0k | 85.35 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $337k | NEW | 839.00 | 401.58 |
|
| Fox Corp Cl B Com (FOX) | 0.0 | $334k | 7.3k | 45.74 |
|
|
| Constellation Energy (CEG) | 0.0 | $334k | 1.5k | 223.66 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $334k | +49% | 4.1k | 81.98 |
|
| Ares Coml Real Estate (ACRE) | 0.0 | $332k | -48% | 54k | 6.14 |
|
| Allstate Corporation (ALL) | 0.0 | $331k | -3% | 1.7k | 193.69 |
|
| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 0.0 | $329k | 10k | 31.97 |
|
|
| Hldgs (UAL) | 0.0 | $328k | NEW | 3.4k | 97.10 |
|
| Dupont De Nemours (DD) | 0.0 | $322k | +2% | 4.2k | 76.25 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $320k | 2.0k | 164.20 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $320k | +15% | 2.7k | 117.53 |
|
| Textron (TXT) | 0.0 | $317k | -2% | 4.1k | 76.51 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $316k | +26% | 3.5k | 89.32 |
|
| Oneok (OKE) | 0.0 | $316k | -2% | 3.1k | 100.39 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $309k | NEW | 5.5k | 56.56 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $304k | +14% | 2.9k | 106.55 |
|
| United Parcel Service CL B (UPS) | 0.0 | $303k | +25% | 2.4k | 126.10 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.0 | $301k | NEW | 3.0k | 99.54 |
|
| Corteva (CTVA) | 0.0 | $297k | +6% | 5.2k | 56.96 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $296k | NEW | 3.9k | 75.63 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $296k | 1.6k | 187.84 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $294k | -6% | 2.2k | 131.76 |
|
| Ameriprise Financial (AMP) | 0.0 | $294k | +26% | 552.00 | 532.08 |
|
| D.R. Horton (DHI) | 0.0 | $291k | -4% | 2.1k | 139.83 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $288k | 2.2k | 132.10 |
|
|
| Cigna Corp (CI) | 0.0 | $286k | -3% | 1.0k | 276.16 |
|
| Zoetis Cl A (ZTS) | 0.0 | $285k | 1.8k | 162.95 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $285k | -4% | 2.1k | 136.37 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $285k | NEW | 4.9k | 58.35 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $283k | +17% | 1.6k | 177.03 |
|
| Travelers Companies (TRV) | 0.0 | $282k | NEW | 1.2k | 240.91 |
|
| Kla Corp Com New (KLAC) | 0.0 | $282k | 447.00 | 630.78 |
|
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $281k | NEW | 5.1k | 55.47 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $281k | 2.7k | 103.95 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $280k | NEW | 1.9k | 149.04 |
|
| Ge Vernova (GEV) | 0.0 | $280k | NEW | 850.00 | 329.18 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $275k | -2% | 2.6k | 107.74 |
|
| Kalvista Pharmaceuticals (KALV) | 0.0 | $274k | 32k | 8.47 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $274k | +7% | 7.3k | 37.53 |
|
| American Tower Reit (AMT) | 0.0 | $272k | +6% | 1.5k | 185.07 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $272k | NEW | 2.1k | 131.80 |
|
| Summit Therapeutics (SMMT) | 0.0 | $268k | 15k | 17.84 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $266k | 2.6k | 101.95 |
|
|
| Ingredion Incorporated (INGR) | 0.0 | $264k | 1.9k | 137.56 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $264k | NEW | 7.1k | 37.26 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $263k | +2% | 2.1k | 126.05 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $263k | NEW | 1.1k | 231.26 |
|
| Realreal (REAL) | 0.0 | $263k | 24k | 10.93 |
|
|
| eBay (EBAY) | 0.0 | $262k | NEW | 4.2k | 61.96 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $262k | 13k | 20.14 |
|
|
| Cyberark Software SHS (CYBR) | 0.0 | $258k | NEW | 774.00 | 333.15 |
|
| Amentum Holdings (AMTM) | 0.0 | $254k | 12k | 21.03 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $254k | -10% | 1.1k | 224.35 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $252k | -8% | 4.5k | 55.35 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $248k | 6.0k | 41.61 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $247k | 2.6k | 96.93 |
|
|
| Mobileye Global Common Class A (MBLY) | 0.0 | $247k | 12k | 19.92 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $246k | +2% | 5.1k | 48.33 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $240k | 1.5k | 165.82 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $240k | NEW | 2.2k | 107.68 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $239k | +2% | 3.0k | 79.28 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $235k | 2.2k | 108.61 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $234k | 1.7k | 139.48 |
|
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $234k | 8.8k | 26.61 |
|
|
| Sk Telecom Sponsored Adr (SKM) | 0.0 | $234k | NEW | 11k | 21.04 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $233k | NEW | 3.1k | 75.69 |
|
| Targa Res Corp (TRGP) | 0.0 | $230k | NEW | 1.3k | 178.50 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $229k | 20k | 11.53 |
|
|
| Allison Transmission Hldngs I (ALSN) | 0.0 | $228k | NEW | 2.1k | 108.06 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $228k | NEW | 3.6k | 63.45 |
|
| Anthem (ELV) | 0.0 | $227k | +3% | 615.00 | 368.65 |
|
| Fortive (FTV) | 0.0 | $226k | 3.0k | 75.01 |
|
|
| Citigroup Com New (C) | 0.0 | $226k | NEW | 3.2k | 70.38 |
|
| Enterprise Products Partners (EPD) | 0.0 | $226k | NEW | 7.2k | 31.36 |
|
| Micron Technology (MU) | 0.0 | $224k | +7% | 2.7k | 84.29 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $223k | NEW | 3.7k | 60.30 |
|
| Cintas Corporation (CTAS) | 0.0 | $223k | +3% | 1.2k | 182.69 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $221k | 2.0k | 110.25 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $221k | NEW | 1.2k | 180.41 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $219k | 3.1k | 71.77 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $214k | +2% | 6.7k | 32.12 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $209k | NEW | 7.7k | 27.32 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $208k | -63% | 6.6k | 31.44 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $208k | NEW | 2.4k | 86.89 |
|
| Phillips 66 (PSX) | 0.0 | $207k | +13% | 1.8k | 113.94 |
|
| Intel Corporation (INTC) | 0.0 | $206k | -32% | 10k | 20.05 |
|
| Southern Company (SO) | 0.0 | $206k | -5% | 2.5k | 82.31 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $204k | NEW | 827.00 | 247.16 |
|
| Pmv Pharmaceuticals (PMVP) | 0.0 | $201k | 133k | 1.51 |
|
|
| Applied Digital Corp Com New (APLD) | 0.0 | $183k | NEW | 24k | 7.64 |
|
| Crown Crafts (CRWS) | 0.0 | $183k | 40k | 4.57 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $180k | 10k | 17.70 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $173k | -9% | 11k | 16.30 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $162k | NEW | 11k | 15.49 |
|
| Blackrock Tcp Cap Corp (TCPC) | 0.0 | $157k | 18k | 8.71 |
|
|
| International Tower Hill Mines (THM) | 0.0 | $145k | 319k | 0.46 |
|
|
| Marqeta Class A Com (MQ) | 0.0 | $145k | 38k | 3.79 |
|
|
| Tmc The Metals Company (TMC) | 0.0 | $145k | 129k | 1.12 |
|
|
| First of Long Island Corporation (FLIC) | 0.0 | $122k | 10k | 11.89 |
|
|
| Figs Cl A (FIGS) | 0.0 | $119k | 19k | 6.19 |
|
|
| Vivani Medical Common Stock (VANI) | 0.0 | $116k | 100k | 1.16 |
|
|
| Ford Motor Company (F) | 0.0 | $111k | -64% | 11k | 9.90 |
|
| Ziprecruiter Cl A (ZIP) | 0.0 | $105k | 15k | 7.24 |
|
|
| Tpg Re Finance Trust Inc reit (TRTX) | 0.0 | $101k | 12k | 8.74 |
|
|
| Xai Octagon Floatng Rate Alt (XFLT) | 0.0 | $100k | NEW | 15k | 6.64 |
|
| Oxford Lane Cap Corp (OXLC) | 0.0 | $100k | NEW | 20k | 5.07 |
|
| Apollo Commercial Real Est. Finance (ARI) | 0.0 | $92k | -60% | 10k | 8.91 |
|
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $85k | 12k | 7.26 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $75k | +100% | 21k | 3.54 |
|
| Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) | 0.0 | $50k | NEW | 13k | 3.90 |
|
| Orion Office Reit Inc-w/i (ONL) | 0.0 | $43k | NEW | 11k | 3.81 |
|
| Franklin Street Properties (FSP) | 0.0 | $20k | 11k | 1.83 |
|
|
| System1 Cl A Com (SST) | 0.0 | $14k | 15k | 0.90 |
|
Past Filings by Evoke Wealth
SEC 13F filings are viewable for Evoke Wealth going back to 2019
- Evoke Wealth 2024 Q4 filed Feb. 10, 2025
- Evoke Wealth 2024 Q3 filed Nov. 13, 2024
- Evoke Wealth 2024 Q2 filed Aug. 13, 2024
- Evoke Wealth 2023 Q4 restated filed June 10, 2024
- Evoke Wealth 2024 Q1 filed May 15, 2024
- Evoke Wealth 2023 Q4 filed Feb. 12, 2024
- Evoke Wealth 2023 Q3 filed Nov. 13, 2023
- Evoke Wealth 2023 Q2 filed Aug. 9, 2023
- Evoke Wealth 2023 Q1 filed May 8, 2023
- Evoke Wealth 2022 Q4 filed Feb. 10, 2023
- Evoke Wealth 2022 Q3 filed Nov. 7, 2022
- Evoke Wealth 2022 Q2 filed Aug. 4, 2022
- Evoke Wealth 2022 Q1 filed May 10, 2022
- Evoke Wealth 2021 Q4 filed Feb. 9, 2022
- Evoke Wealth 2021 Q3 filed Nov. 12, 2021
- Evoke Wealth 2021 Q2 filed Aug. 5, 2021