Evoke Wealth

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

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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.

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