Evoke Wealth, LLC Purchases in Q3 2025

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
24.5K
New
$45.26 - $46.63 $1.11M - $1.14M
24.5K $1.14B
VB
Vanguard Small Cap ETF

ETFs
4K
+ 59.41%
$237.58 - $259.17 $949K - $1.04M
10.7K $2.73B
WMT
Walmart Inc.

Consumer Defensive
9.49K
+ 32.57%
$94.4 - $104.27 $895K - $989K
38.6K $3.98B
IEFA
Ishares Tr

ETFs
11.8K
+ 67.85%
$81.7 - $87.53 $965K - $1.03M
29.2K $2.55B
LLY
Eli Lilly & CO

Healthcare
1.59K
+ 18.39%
$625.65 - $812.69 $996K - $1.29M
10.2K $7.82B
EFV
Msci Eafe Value ETF

ETFs
14.8K
+ 183.65%
$62.79 - $68.42 $927K - $1.01M
22.8K $1.55B
FIX
Comfort Systems Usa Inc

Industrials
647
+ 39.05%
$521.66 - $825.18 $338K - $534K
2.3K $1.9B
Arista Networks Inc
8
+ 0.04%
N/A
21.6K $3.15B
PPLT
Abrdn Platinum ETF Trust

ETFs
6.51K
New
N/A
6.51K $931M
CVX
Chevron Corp

Energy
2.81K
+ 6.99%
$145.57 - $161.83 $409K - $455K
43K $6.68B
UNH
Unitedhealth Group Inc

Healthcare
856
+ 4.67%
$237.77 - $353.61 $204K - $303K
19.2K $6.62B
DVY
Ishares Tr

ETFs
5.24K
+ 32.62%
$133.88 - $142.57 $702K - $747K
21.3K $3.03B
PLTR
Palantir Technologies Inc.

Technology
2.59K
+ 30.17%
$130.68 - $186.97 $339K - $485K
11.2K $2.04B
MS
Morgan Stanley

Financial Services
4.24K
+ 39.38%
$139.09 - $161.16 $589K - $683K
15K $2.38B
GNR
Spdr S&P Global Natural Resour

ETFs
6.59K
+ 6.93%
$54.23 - $59.34 $357K - $391K
102K $6.01B
GS
Goldman Sachs Group Inc

Financial Services
302
+ 4.44%
$696.56 - $806.32 $210K - $244K
7.1K $5.65B
COST
Costco Wholesale Corp

Consumer Defensive
1.13K
+ 34.46%
$915.95 - $994.57 $1.03M - $1.12M
4.41K $4.08B
LOW
Lowes Companies Inc

Consumer Cyclical
48
+ 0.18%
$215.01 - $273.02 $10.3K - $13.1K
27K $6.78B
SIL
Global X Silver Miners ETF

ETFs
1.15K
+ 3.76%
$47.34 - $71.63 $54.3K - $82.2K
31.6K $2.27B
ACRE
Ares Commercial Real Estate Corp

Real Estate
173K
+ 318.72%
$4.14 - $5.13 $716K - $888K
227K $1.06B
HDV
Ishares Core High Dividend ETF

ETFs
6.43K
New
$118.16 - $123.66 $760K - $795K
6.43K $787M
VNQ
Vanguard Specialized Funds Van

ETFs
6.13K
+ 7.01%
$88.47 - $93.24 $542K - $571K
93.5K $8.55B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.83K
+ 30.53%
$62.09 - $66.51 $611K - $654K
42K $2.74B
BAC
Bank Of America Corp

Financial Services
8.12K
+ 11.48%
$44.92 - $52.42 $365K - $426K
78.8K $4.07B
HOOD
Robinhood Markets, Inc.

Technology
259
+ 1.93%
$91.27 - $143.18 $23.6K - $37.1K
13.7K $1.96B
XOM
Exxon Mobil Corp

Energy
4.12K
+ 10.04%
$105.83 - $117.22 $436K - $482K
45.1K $5.08B
GLW
Corning Inc

Technology
1.31K
+ 6.97%
$51.6 - $82.03 $67.4K - $107K
20K $1.64B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.22K
+ 33.76%
$108.97 - $121.65 $460K - $513K
16.7K $2.02B
EFG
Msci Eafe Growth ETF

ETFs
5.37K
+ 34.98%
$106.99 - $114.46 $575K - $615K
20.7K $2.36B
Lam Research Corp
2.54K
+ 31.93%
N/A
10.5K $1.41B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.52K
+ 23.36%
$64.22 - $99.03 $162K - $249K
13.3K $1.32B
URA
Global X Uranium ETF

ETFs
12.2K
New
$36.45 - $50.4 $446K - $617K
12.2K $584M
RTX
Raytheon Technologies Corp

Industrials
1.79K
+ 13.71%
$144.19 - $167.33 $258K - $299K
14.8K $2.48B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.5K
New
$79.76 - $85.78 $518K - $557K
6.5K $550M
VST
Vistra Corp.

Utilities
2.8K
New
$182.0 - $217.92 $509K - $609K
2.8K $548M
MU
Micron Technology Inc

Technology
2.22K
+ 62.94%
$104.88 - $168.89 $233K - $375K
5.76K $963M
VRT
Vertiv Holdings CO

Industrials
3.08K
+ 119.34%
N/A
5.66K $854M
GE
General Electric CO

Industrials
742
+ 10.95%
$244.75 - $305.63 $182K - $227K
7.52K $2.27B
SRE
Sempra Energy

Utilities
2.25K
+ 9.58%
$74.14 - $89.98 $167K - $202K
25.7K $2.32B
INTC
Intel Corp

Technology
6.74K
+ 26.64%
$19.31 - $35.5 $130K - $239K
32.1K $1.08B
HD
Home Depot, Inc.

Consumer Cyclical
759
+ 14.79%
$357.4 - $423.42 $271K - $321K
5.89K $2.39B
MCD
Mcdonalds Corp

Consumer Cyclical
1.37K
+ 18.13%
$291.67 - $316.99 $399K - $433K
8.91K $2.71B
VGT
Vanguard Information Technolog

ETFs
202
+ 4.82%
$656.44 - $753.15 $133K - $152K
4.4K $3.28B
QCOM
Qualcomm Inc

Technology
2.02K
+ 8.97%
$145.84 - $173.55 $295K - $351K
24.6K $4.09B
IEMG
Ishares Inc

ETFs
6.82K
+ 89.93%
N/A
14.4K $949M
JCI
Johnson Controls International PLC

Industrials
4.2K
+ 70.9%
$103.24 - $111.73 $434K - $469K
10.1K $1.12B
CSCO
Cisco Systems, Inc.

Technology
7.59K
+ 22.06%
$66.2 - $71.79 $503K - $545K
42K $2.88B
AXP
American Express CO

Financial Services
1.02K
+ 10.37%
$294.27 - $342.31 $300K - $348K
10.8K $3.6B
CAT
Caterpillar Inc

Industrials
334
+ 9.66%
$390.92 - $477.15 $131K - $159K
3.79K $1.81B
Activity Summary
Buys All Purchases 398 New Holdings 84 Increased Positions 314 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 4 Puts 4
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