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 363 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Etf Tr Rpar Risk Pari (RPAR) 16.7 $480M 25M 19.23
 View chart
Ishares Tr Core S&p500 Etf (IVV) 8.8 $253M +4% 568k 445.71
 View chart
World Gold Tr Spdr Gld Minis (GLDM) 6.9 $200M +4% 5.3M 38.09
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 5.9 $170M +10% 3.2M 52.43
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $101M 457k 220.28
 View chart
Flexshares Tr Mornstar Upstr (GUNR) 3.4 $99M 2.5M 40.07
 View chart
Ishares Tr S&p 100 Etf (OEF) 3.4 $97M 470k 207.06
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 3.2 $91M 953k 95.94
 View chart
Ishares Tr Tips Bd Etf (TIP) 2.8 $81M -27% 752k 107.62
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $60M +9% 1.3M 46.18
 View chart
Vanguard Index Fds Value Etf (VTV) 2.0 $57M 399k 142.10
 View chart
Ishares Tr Mbs Etf (MBB) 1.9 $56M 599k 93.27
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $55M +5% 122k 444.92
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $52M -4% 127k 408.85
 View chart
Marriott Vacations Wrldwde Cp (VAC) 1.6 $45M +26% 364k 122.72
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $42M -9% 1.0M 40.68
 View chart
Apple (AAPL) 1.4 $41M -62% 210k 193.97
 View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.4 $40M 523k 75.62
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.3 $38M +2% 1.4M 27.32
 View chart
Ishares Msci Emrg Chn (EMXC) 1.3 $38M -16% 726k 51.98
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.2 $35M +5% 1.1M 30.99
 View chart
Microsoft Corporation (MSFT) 1.2 $34M 100k 340.54
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.0 $28M 1.2M 23.46
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $27M 168k 161.19
 View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.8 $23M -7% 114k 201.56
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.6 $19M -46% 156k 119.70
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $18M +13% 372k 47.42
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $18M +7% 108k 163.20
 View chart
Johnson & Johnson (JNJ) 0.6 $16M +22% 98k 165.52
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $13M +15% 216k 58.66
 View chart
Mastercard Incorporated Cl A (MA) 0.4 $12M +7% 31k 393.30
 View chart
Amazon (AMZN) 0.4 $12M -51% 91k 130.36
 View chart
Meta Platforms Cl A (META) 0.4 $11M -49% 40k 286.98
 View chart
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $10M -16% 132k 78.35
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.4 $10M 58k 178.27
 View chart
Pepsi (PEP) 0.3 $9.8M -5% 53k 185.22
 View chart
Analog Devices (ADI) 0.3 $9.6M -6% 49k 194.81
 View chart
Moody's Corporation (MCO) 0.3 $9.6M -14% 28k 347.72
 View chart
UnitedHealth (UNH) 0.3 $9.2M +6% 19k 480.63
 View chart
Snowflake Cl A (SNOW) 0.3 $8.6M +8% 49k 175.98
 View chart
AutoZone (AZO) 0.3 $8.6M +4% 3.5k 2493.36
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $8.2M -22% 110k 74.17
 View chart
Otis Worldwide Corp (OTIS) 0.3 $7.5M -13% 85k 89.01
 View chart
Lowe's Companies (LOW) 0.3 $7.3M +8% 32k 225.70
 View chart
Ishares Gold Tr Ishares New (IAU) 0.3 $7.2M 199k 36.39
 View chart
Linde SHS (LIN) 0.2 $7.1M +15% 19k 381.08
 View chart
SM Energy (SM) 0.2 $7.1M 223k 31.63
 View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.2 $6.9M 482k 14.35
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $6.9M 94k 73.03
 View chart
Vanguard World Extended Dur (EDV) 0.2 $6.8M +7% 78k 87.07
 View chart
Oracle Corporation (ORCL) 0.2 $6.7M -15% 57k 119.09
 View chart
TJX Companies (TJX) 0.2 $6.7M +13% 79k 84.79
 View chart
Tidal Etf Tr Upar Ultra Risk (UPAR) 0.2 $6.7M +15% 482k 13.84
 View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.2 $6.2M 325k 19.22
 View chart
Msci (MSCI) 0.2 $5.5M +8% 12k 469.30
 View chart
Nike CL B (NKE) 0.2 $5.1M -83% 46k 110.69
 View chart
Adobe Systems Incorporated (ADBE) 0.2 $5.1M +32% 10k 488.99
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $5.0M +4% 15k 341.00
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $5.0M +12% 13k 369.92
 View chart
Sherwin-Williams Company (SHW) 0.2 $4.8M +5% 18k 265.52
 View chart
Carrier Global Corporation (CARR) 0.2 $4.8M -9% 96k 49.89
 View chart
Visa Com Cl A (V) 0.2 $4.8M -93% 20k 237.48
 View chart
Cme (CME) 0.2 $4.7M +33% 26k 185.29
 View chart
Colgate-Palmolive Company (CL) 0.2 $4.7M -7% 61k 77.04
 View chart
Becton, Dickinson and (BDX) 0.2 $4.6M +4% 18k 264.02
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.6M +5% 25k 187.27
 View chart
Procter & Gamble Company (PG) 0.2 $4.5M +3% 30k 151.74
 View chart
S&p Global (SPGI) 0.2 $4.5M -12% 11k 400.88
 View chart
Gra (GGG) 0.2 $4.5M 52k 86.35
 View chart
Laboratory Corp Amer Hldgs Com New (LH) 0.2 $4.5M -4% 19k 241.33
 View chart
Waste Management (WM) 0.1 $4.3M -12% 25k 173.42
 View chart
Mettler-Toledo International (MTD) 0.1 $4.1M +22% 3.1k 1311.64
 View chart
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $4.1M -16% 76k 53.11
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $3.9M +7% 27k 145.44
 View chart
Middleby Corporation (MIDD) 0.1 $3.8M +5% 26k 147.83
 View chart
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $3.7M +10% 173k 21.43
 View chart
Inari Medical Ord (NARI) 0.1 $3.6M 63k 58.14
 View chart
LKQ Corporation (LKQ) 0.1 $3.6M -3% 62k 58.27
 View chart
Walt Disney Company (DIS) 0.1 $3.6M -43% 41k 89.28
 View chart
Vanguard World Fds Health Car Etf (VHT) 0.1 $3.6M 15k 245.70
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.6M -30% 43k 84.49
 View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.1 $3.5M 58k 60.04
 View chart
NVIDIA Corporation (NVDA) 0.1 $3.2M +11% 7.7k 423.01
 View chart
Exxon Mobil Corporation (XOM) 0.1 $3.2M +5% 30k 107.25
 View chart
ConocoPhillips (COP) 0.1 $3.2M 31k 104.21
 View chart
Annaly Capital Management In Com New (NLY) 0.1 $3.2M +5% 153k 20.66
 View chart
FactSet Research Systems (FDS) 0.1 $3.1M 7.8k 400.65
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $3.1M -78% 25k 120.97
 View chart
Vulcan Materials Company (VMC) 0.1 $3.0M -20% 14k 225.44
 View chart
Skyworks Solutions (SWKS) 0.1 $2.9M -14% 27k 110.69
 View chart
Intuit (INTU) 0.1 $2.9M 6.4k 458.16
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.9M +12% 74k 39.56
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.9M 12k 243.74
 View chart
Verisk Analytics (VRSK) 0.1 $2.9M -24% 13k 226.04
 View chart
Crown Castle Intl (CCI) 0.1 $2.9M -14% 25k 113.94
 View chart
SYSCO Corporation (SYY) 0.1 $2.8M -12% 38k 74.20
 View chart
Abbvie (ABBV) 0.1 $2.8M 21k 134.73
 View chart
Verisign (VRSN) 0.1 $2.7M -25% 12k 225.97
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.7M 11k 254.48
 View chart
Uber Technologies (UBER) 0.1 $2.6M +134% 60k 43.17
 View chart
Doubleline Income Solutions (DSL) 0.1 $2.5M 212k 11.91
 View chart
Envista Hldgs Corp (NVST) 0.1 $2.4M -27% 72k 33.84
 View chart
Dollar Tree (DLTR) 0.1 $2.3M -12% 16k 143.50
 View chart
Sentinelone Cl A (S) 0.1 $2.1M 141k 15.10
 View chart
Danaher Corporation (DHR) 0.1 $2.1M +4% 8.7k 240.27
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.1M 4.00 517810.00
 View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.1 $2.0M +2% 177k 11.58
 View chart
Union Pacific Corporation (UNP) 0.1 $2.0M +6% 10k 204.63
 View chart
Vail Resorts (MTN) 0.1 $2.0M -27% 7.9k 253.83
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $2.0M 20k 97.64
 View chart
Live Nation Entertainment (LYV) 0.1 $1.9M NEW 21k 91.11
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.8M +10% 8.4k 220.15
 View chart
McDonald's Corporation (MCD) 0.1 $1.8M -95% 6.2k 298.40
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.8M 5.9k 308.57
 View chart
Cisco Systems (CSCO) 0.1 $1.8M +3% 35k 51.74
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.8M 18k 97.84
 View chart
Ishares Silver Tr Ishares (SLV) 0.1 $1.8M 85k 20.89
 View chart
Amgen (AMGN) 0.1 $1.7M -2% 7.7k 222.01
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.7M 17k 97.95
 View chart
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $1.7M 154k 10.96
 View chart
Owl Rock Capital Corporation (ORCC) 0.1 $1.7M +201% 123k 13.75
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.7M 23k 72.50
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.7M 3.8k 442.89
 View chart
Merck & Co (MRK) 0.1 $1.6M -87% 14k 116.12
 View chart
Abbott Laboratories (ABT) 0.1 $1.6M +2% 15k 109.02
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.6M 4.6k 344.61
 View chart
Qualcomm (QCOM) 0.1 $1.6M -4% 13k 119.04
 View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $1.6M 144k 10.96
 View chart
Datadog Cl A Com (DDOG) 0.1 $1.5M +8% 16k 98.38
 View chart
Electronic Arts (EA) 0.1 $1.5M -29% 12k 129.70
 View chart
Pfizer (PFE) 0.1 $1.5M +4% 42k 36.68
 View chart
Tesla Motors (TSLA) 0.1 $1.5M +62% 5.7k 261.77
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $1.5M -4% 18k 81.17
 View chart
Jacobs Engineering Group (J) 0.1 $1.5M 12k 118.89
 View chart
Netflix (NFLX) 0.0 $1.4M +5% 3.2k 440.49
 View chart
Boeing Company (BA) 0.0 $1.4M +2% 6.7k 211.17
 View chart
American Express Company (AXP) 0.0 $1.4M 8.1k 174.20
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.4M -7% 45k 31.51
 View chart
Stryker Corporation (SYK) 0.0 $1.4M 4.5k 305.81
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $1.4M 12k 113.30
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.4M -6% 10k 132.73
 View chart
Raytheon Technologies Corp (RTX) 0.0 $1.3M -58% 14k 97.96
 View chart
Vanguard World Fds Industrial Etf (VIS) 0.0 $1.3M 6.4k 206.23
 View chart
Church & Dwight (CHD) 0.0 $1.3M 13k 100.23
 View chart
Ares Coml Real Estate (ACRE) 0.0 $1.3M 122k 10.50
 View chart
Rexford Industrial Realty Inc reit (REXR) 0.0 $1.3M 24k 52.60
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $1.3M 4.8k 261.48
 View chart
Automatic Data Processing (ADP) 0.0 $1.3M -93% 5.7k 221.06
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $1.2M 4.3k 282.98
 View chart
Vanguard World Fds Energy Etf (VDE) 0.0 $1.2M 11k 113.87
 View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $1.2M +2% 108k 10.88
 View chart
Blackrock Multi-sector Incom other (BIT) 0.0 $1.2M -7% 82k 14.37
 View chart
Paycom Software (PAYC) 0.0 $1.1M 3.5k 321.24
 View chart
Vanguard World Fds Financials Etf (VFH) 0.0 $1.1M 14k 81.68
 View chart
Spdr Ser Tr S&p Metals Mng (XME) 0.0 $1.1M 22k 50.82
 View chart
Fiserv (FI) 0.0 $1.1M -72% 8.7k 126.15
 View chart
Coupang Cl A (CPNG) 0.0 $1.1M 62k 17.40
 View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $1.0M +8% 108k 9.58
 View chart
Mfs Inter Income Tr Sh Ben Int (MIN) 0.0 $1.0M -8% 377k 2.74
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.0M -8% 9.7k 106.07
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $1.0M -3% 11k 96.98
 View chart
Eli Lilly & Co. (LLY) 0.0 $1.0M +30% 2.2k 468.93
 View chart
Chevron Corporation (CVX) 0.0 $999k +6% 6.4k 157.34
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $980k +4% 33k 30.11
 View chart
Newmont Mining Corporation (NEM) 0.0 $959k +30% 23k 42.66
 View chart
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.0 $956k 108k 8.90
 View chart
Starbucks Corporation (SBUX) 0.0 $931k +23% 9.4k 99.06
 View chart
Verizon Communications (VZ) 0.0 $926k -20% 25k 37.19
 View chart
Home Depot (HD) 0.0 $926k +2% 3.0k 310.60
 View chart
Ross Stores (ROST) 0.0 $893k 8.0k 112.13
 View chart
Coca-Cola Company (KO) 0.0 $885k -79% 15k 60.63
 View chart
Sixth Street Specialty Lending (TSLX) 0.0 $880k 47k 18.69
 View chart
Broadcom (AVGO) 0.0 $865k +38% 997.00 867.80
 View chart
Bank of America Corporation (BAC) 0.0 $846k +3% 30k 28.69
 View chart
Nextera Energy (NEE) 0.0 $837k +7% 11k 74.20
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $837k +40% 8.8k 95.41
 View chart
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $782k 4.0k 195.84
 View chart
Servicenow (NOW) 0.0 $764k +15% 1.4k 561.97
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $764k NEW 4.6k 165.40
 View chart
Rockwell Automation (ROK) 0.0 $762k 2.3k 329.46
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $758k 28k 27.15
 View chart
Costco Wholesale Corporation (COST) 0.0 $751k +23% 1.4k 538.37
 View chart
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $742k 75k 9.90
 View chart
Rbc Cad (RY) 0.0 $733k 7.7k 95.51
 View chart
Canadian Natl Ry (CNI) 0.0 $733k 6.1k 121.07
 View chart
Wal-Mart Stores (WMT) 0.0 $729k +3% 4.6k 157.17
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.0 $715k 23k 31.63
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $705k +49% 14k 52.37
 View chart
Alamos Gold Com Cl A (AGI) 0.0 $704k 59k 11.92
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $698k 9.2k 75.57
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $697k 1.5k 480.29
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $697k 23k 30.93
 View chart
salesforce (CRM) 0.0 $685k -93% 3.2k 211.26
 View chart
Parker-Hannifin Corporation (PH) 0.0 $683k +12% 1.8k 390.09
 View chart
Hdfc Bank Sponsored Ads (HDB) 0.0 $678k 9.7k 69.70
 View chart
Doubleline Yield (DLY) 0.0 $671k -26% 46k 14.53
 View chart
Asana Cl A (ASAN) 0.0 $659k 30k 22.04
 View chart
Shell Spon Ads (SHEL) 0.0 $653k 11k 60.38
 View chart
Morgan Stanley Com New (MS) 0.0 $643k +31% 7.5k 85.40
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $632k 6.3k 99.65
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $619k 6.0k 102.94
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $608k -2% 4.8k 126.96
 View chart
Pimco CA Muni. Income Fund II (PCK) 0.0 $604k 101k 5.97
 View chart
Palo Alto Networks (PANW) 0.0 $573k +9% 2.2k 255.51
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $562k -8% 2.0k 275.18
 View chart
Tpg Re Finance Trust Inc reit (TRTX) 0.0 $555k -45% 73k 7.65
 View chart
Golub Capital BDC (GBDC) 0.0 $545k 40k 13.50
 View chart
Procore Technologies (PCOR) 0.0 $541k +38% 8.3k 65.07
 View chart
Gitlab Class A Com (GTLB) 0.0 $540k NEW 11k 51.11
 View chart
Goldman Sachs (GS) 0.0 $526k -3% 1.6k 322.49
 View chart
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.0 $526k -14% 23k 22.91
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $523k -10% 7.7k 67.50
 View chart
Sprinklr Cl A (CXM) 0.0 $521k 38k 13.83
 View chart
McKesson Corporation (MCK) 0.0 $517k +29% 1.2k 427.79
 View chart
Corning Incorporated (GLW) 0.0 $513k 15k 35.04
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $507k NEW 3.4k 149.64
 View chart
Proshares Tr Ii Ultra Gold (UGL) 0.0 $507k 8.7k 58.24
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $507k NEW 4.6k 109.84
 View chart
Marqeta Class A Com (MQ) 0.0 $498k 102k 4.87
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.0 $498k NEW 11k 47.54
 View chart
Southwest Airlines (LUV) 0.0 $494k 14k 36.39
 View chart
Thermo Fisher Scientific (TMO) 0.0 $490k +29% 939.00 522.20
 View chart
Blackline (BL) 0.0 $477k 8.9k 53.82
 View chart
Agnico (AEM) 0.0 $476k 9.5k 49.98
 View chart
Intel Corporation (INTC) 0.0 $470k +7% 14k 33.44
 View chart
TCW Strategic Income Fund (TSI) 0.0 $469k 100k 4.69
 View chart
Mobileye Global Common Class A (MBLY) 0.0 $469k 12k 38.42
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $467k 8.1k 57.40
 View chart
Midcap Financial Invstmnt Com New (MFIC) 0.0 $462k 37k 12.56
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $461k NEW 4.8k 96.63
 View chart
General Mills (GIS) 0.0 $450k +2% 5.9k 76.70
 View chart
Valero Energy Corporation (VLO) 0.0 $449k +11% 3.8k 117.29
 View chart
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $445k 1.6k 283.75
 View chart
Veeva Sys Cl A Com (VEEV) 0.0 $445k 2.2k 197.73
 View chart
Cedar Fair Depositry Unit (FUN) 0.0 $440k NEW 11k 39.97
 View chart
Ares Capital Corporation (ARCC) 0.0 $439k 23k 18.79
 View chart
Neuberger Ber. CA Intermediate Muni Fund (NBW) 0.0 $437k +7% 41k 10.68
 View chart
General Dynamics Corporation (GD) 0.0 $432k +2% 2.0k 215.16
 View chart
AmerisourceBergen (ABC) 0.0 $429k +2% 2.2k 192.40
 View chart
Vanguard World Fds Materials Etf (VAW) 0.0 $422k 2.3k 182.80
 View chart
Honeywell International (HON) 0.0 $416k +12% 2.0k 207.54
 View chart
Lockheed Martin Corporation (LMT) 0.0 $403k +86% 875.00 460.44
 View chart
Goldman Sachs Bdc SHS (GSBD) 0.0 $401k 28k 14.31
 View chart
Fortinet (FTNT) 0.0 $400k +9% 5.3k 75.59
 View chart
Ishares Tr India 50 Etf (INDY) 0.0 $399k +3% 8.9k 45.04
 View chart
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $391k +63% 14k 28.79
 View chart
Select Sector Spdr Tr Technology (XLK) 0.0 $389k 2.2k 173.86
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $387k 5.3k 72.69
 View chart
Chubb (CB) 0.0 $386k -94% 2.0k 193.43
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $386k -5% 3.6k 106.73
 View chart
Kkr Real Estate Finance Trust (KREF) 0.0 $381k 30k 12.60
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $375k 1.9k 202.72
 View chart
Zoom Video Communications In Cl A (ZM) 0.0 $374k 5.5k 67.88
 View chart
Ftai Aviation SHS (FTAI) 0.0 $370k 12k 31.66
 View chart
Texas Instruments Incorporated (TXN) 0.0 $363k +23% 2.0k 180.03
 View chart
T. Rowe Price (TROW) 0.0 $361k 3.2k 112.02
 View chart
New Gold Inc Cda (NGD) 0.0 $360k 334k 1.08
 View chart
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $354k 7.7k 45.89
 View chart
United Parcel Service CL B (UPS) 0.0 $352k +2% 2.0k 179.23
 View chart
Ford Motor Company (F) 0.0 $352k -6% 23k 15.13
 View chart
Nuveen Insd Dividend Advantage (NVG) 0.0 $351k -14% 30k 11.75
 View chart
Deere & Company (DE) 0.0 $347k 853.00 406.67
 View chart
Altria (MO) 0.0 $347k +6% 7.5k 46.24
 View chart
Barrick Gold Corp (GOLD) 0.0 $345k 20k 16.93
 View chart
Edison International (EIX) 0.0 $345k 5.0k 69.45
 View chart
At&t (T) 0.0 $340k +5% 21k 15.95
 View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) 0.0 $338k 4.0k 85.36
 View chart
Target Corporation (TGT) 0.0 $336k +18% 2.5k 131.88
 View chart
Global X Fds Lithium Btry Etf (LIT) 0.0 $333k 5.1k 65.22
 View chart
Apollo Commercial Real Est. Finance (ARI) 0.0 $332k 28k 11.67
 View chart
Lennar Corp Cl A (LEN) 0.0 $329k -9% 2.6k 125.30
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $325k NEW 1.3k 242.66
 View chart
General Motors Company (GM) 0.0 $325k -11% 8.4k 38.56
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $325k +45% 7.8k 41.55
 View chart
Eaton Corp SHS (ETN) 0.0 $324k NEW 1.6k 201.10
 View chart
Wells Fargo & Company (WFC) 0.0 $320k NEW 7.5k 42.68
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.0 $315k -15% 2.7k 116.67
 View chart
Constellation Brands Cl A (STZ) 0.0 $314k +43% 1.3k 246.21
 View chart
Booking Holdings (BKNG) 0.0 $313k +36% 116.00 2700.33
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $313k +8% 3.1k 101.37
 View chart
Prologis (PLD) 0.0 $312k +51% 2.5k 122.61
 View chart
Pioneer Natural Resources (PXD) 0.0 $309k +36% 1.5k 207.22
 View chart
3M Company (MMM) 0.0 $308k 3.1k 100.11
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $306k 4.3k 70.48
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $306k 5.9k 51.70
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $303k NEW 3.1k 97.60
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $302k +37% 9.2k 32.85
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $299k NEW 873.00 341.94
 View chart
Darden Restaurants (DRI) 0.0 $298k +2% 1.8k 167.09
 View chart
American Tower Reit (AMT) 0.0 $298k -15% 1.5k 195.47
 View chart
Charles Schwab Corporation (SCHW) 0.0 $295k +2% 5.2k 56.68
 View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.0 $294k 11k 27.05
 View chart
Illinois Tool Works (ITW) 0.0 $293k +10% 1.2k 251.52
 View chart
Williams Companies (WMB) 0.0 $290k +11% 8.9k 32.63
 View chart
Luminar Technologies Com Cl A (LAZR) 0.0 $286k 42k 6.88
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $286k 5.3k 53.81
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $281k -14% 1.8k 157.81
 View chart
Fortive (FTV) 0.0 $279k NEW 3.7k 74.77
 View chart
stock (SPLK) 0.0 $277k NEW 2.6k 106.09
 View chart
Cadiz Com New (CDZI) 0.0 $277k +8% 68k 4.06
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $275k +3% 2.0k 140.82
 View chart
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $269k NEW 10k 27.00
 View chart
Crown Crafts (CRWS) 0.0 $266k 52k 5.09
 View chart
Doximity Cl A (DOCS) 0.0 $263k NEW 7.7k 34.02
 View chart
Ziprecruiter Cl A (ZIP) 0.0 $260k 15k 17.76
 View chart
BlackRock (BLK) 0.0 $258k -99% 374.00 691.01
 View chart
International Business Machines (IBM) 0.0 $258k +14% 1.9k 133.78
 View chart
Ishares Msci Gbl Gold Mn (RING) 0.0 $256k 11k 23.30
 View chart
Paypal Holdings (PYPL) 0.0 $253k -3% 3.8k 66.73
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $253k 7.3k 34.50
 View chart
Motorola Solutions Com New (MSI) 0.0 $250k +8% 850.00 294.30
 View chart
Caterpillar (CAT) 0.0 $249k -11% 1.0k 245.99
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $248k +11% 5.7k 43.80
 View chart
ConAgra Foods (CAG) 0.0 $247k 7.3k 33.72
 View chart
Vanguard World Fds Utilities Etf (VPU) 0.0 $246k 1.7k 143.28
 View chart
Evergy (EVRG) 0.0 $244k 4.2k 58.42
 View chart
Zoetis Cl A (ZTS) 0.0 $242k +10% 1.4k 172.27
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $240k +8% 4.3k 56.07
 View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.0 $238k -27% 4.4k 53.91
 View chart
D.R. Horton (DHI) 0.0 $235k NEW 1.9k 121.70
 View chart
Western Alliance Bancorporation (WAL) 0.0 $233k 6.4k 36.47
 View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $226k 20k 11.37
 View chart
Novo-nordisk A S Adr (NVO) 0.0 $225k 1.4k 161.89
 View chart
Medtronic SHS (MDT) 0.0 $223k NEW 2.5k 88.78
 View chart
Cigna Corp (CI) 0.0 $223k -98% 794.00 280.56
 View chart
Regeneron Pharmaceuticals (REGN) 0.0 $222k NEW 309.00 718.54
 View chart
CVS Caremark Corporation (CVS) 0.0 $221k 3.2k 69.13
 View chart
Activision Blizzard (ATVI) 0.0 $219k NEW 2.6k 84.30
 View chart
Marathon Petroleum Corp (MPC) 0.0 $217k NEW 1.9k 116.58
 View chart
Advanced Micro Devices (AMD) 0.0 $212k NEW 1.9k 113.92
 View chart
Robinhood Mkts Com Cl A (HOOD) 0.0 $212k 21k 9.98
 View chart
Crispr Therapeutics Namen Akt (CRSP) 0.0 $211k NEW 3.8k 56.14
 View chart
Phillips 66 (PSX) 0.0 $209k NEW 2.2k 95.39
 View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.0 $209k 11k 19.49
 View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $206k 5.8k 35.37
 View chart
Stanley Black & Decker (SWK) 0.0 $206k NEW 2.2k 93.71
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $206k 5.8k 35.65
 View chart
Ameriprise Financial (AMP) 0.0 $206k NEW 619.00 331.91
 View chart
Anthem (ELV) 0.0 $205k NEW 462.00 444.51
 View chart
Bank Ozk (OZK) 0.0 $205k NEW 5.1k 40.16
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $205k -10% 2.5k 83.35
 View chart
Ishares Msci Glb Slv&mtl (SLVP) 0.0 $205k 21k 9.66
 View chart
Cintas Corporation (CTAS) 0.0 $205k NEW 411.00 497.46
 View chart
Nxp Semiconductors N V (NXPI) 0.0 $202k NEW 984.00 205.73
 View chart
Agnc Invt Corp Com reit (AGNC) 0.0 $201k 20k 10.25
 View chart
Metropcs Communications (TMUS) 0.0 $200k -2% 1.4k 138.90
 View chart
Fastly Cl A (FSLY) 0.0 $188k 12k 15.77
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $186k NEW 15k 12.70
 View chart
Vivani Medical Common Stock (VANI) 0.0 $163k 135k 1.21
 View chart
Blackrock Kelso Capital (BKCC) 0.0 $159k 47k 3.38
 View chart
Blackrock Muniyield Fund (MYD) 0.0 $147k NEW 14k 10.48
 View chart
International Tower Hill Mines (THM) 0.0 $134k 319k 0.42
 View chart
Direxion Shs Etf Tr Sp Biotch Bl New (LABU) 0.0 $118k 20k 5.92
 View chart
Alignment Healthcare (ALHC) 0.0 $115k 20k 5.75
 View chart
Figs Cl A (FIGS) 0.0 $89k 11k 8.27
 View chart
Laird Superfood Com Stk (LSF) 0.0 $70k 88k 0.80
 View chart
Summit Therapeutics (SMMT) 0.0 $63k 25k 2.51
 View chart
Sientra (SIEN) 0.0 $52k 18k 2.93
 View chart
Ftai Infrastructure Common Stock (FIP) 0.0 $43k 12k 3.69
 View chart
Super League Gaming (SLGG) 0.0 $14k 36k 0.38
 View chart
Cybin Ord (CYBN) 0.0 $9.4k 25k 0.38
 View chart
Affimed Therapeutics B V (AFMD) 0.0 $6.0k NEW 10k 0.60
 View chart
Lottery (LTRY) 0.0 $2.6k 13k 0.20
 View chart

Past Filings by Evoke Wealth

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