Evoke Wealth, LLC Purchases in Q3 2024

Evoke Wealth, LLC

  • $3.68 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
31.4K
New
$213.3 - $270.78 $6.69M - $8.49M
31.4K $8.49B
ADI
Analog Devices Inc

Technology
35.5K
New
$200.56 - $243.33 $7.13M - $8.65M
35.5K $8.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17.4K
+ 860.0%
$405.19 - $478.57 $7.04M - $8.31M
19.4K $8.93B
CARR
Carrier Global Corp

Industrials
95.3K
New
$61.9 - $80.88 $5.9M - $7.71M
95.3K $7.67B
IWR
Ishares Russell Mid Cap ETF

ETFs
85.1K
+ 3408.69%
$79.92 - $88.19 $6.8M - $7.51M
87.6K $7.72B
SQ
Block, Inc.

Technology
104K
New
$57.21 - $72.07 $5.94M - $7.49M
104K $6.97B
SHW
Sherwin Williams CO

Basic Materials
18.2K
New
$294.65 - $384.0 $5.36M - $6.98M
18.2K $6.94B
MSCI
Msci Inc.

Financial Services
11.5K
New
$479.31 - $584.91 $5.5M - $6.71M
11.5K $6.69B
LLY
Eli Lilly & CO

Healthcare
7.26K
New
$772.14 - $960.02 $5.6M - $6.96M
7.26K $6.43B
SM
Sm Energy CO

Energy
158K
New
$38.07 - $47.26 $6.01M - $7.47M
158K $6.31B
EDV
Vanguard Extended Duration Tre

ETFs
76.4K
New
$70.73 - $83.52 $5.4M - $6.38M
76.4K $6.09B
CVX
Chevron Corp

Energy
41.2K
New
$137.88 - $161.97 $5.69M - $6.68M
41.2K $6.07B
PG
Procter & Gamble CO

Consumer Defensive
33.5K
New
$160.76 - $177.82 $5.39M - $5.96M
33.5K $5.8B
JPM
Jpmorgan Chase & CO

Financial Services
26.8K
New
$194.9 - $224.8 $5.22M - $6.02M
26.8K $5.65B
VNQ
Vanguard Specialized Funds Van

ETFs
57.2K
New
$82.97 - $98.97 $4.75M - $5.67M
57.2K $5.62B
CME
Cme Group Inc.

Financial Services
24.6K
New
$193.43 - $220.62 $4.75M - $5.42M
24.6K $5.42B
OTIS
Otis Worldwide Corp

Industrials
48.3K
New
$91.43 - $104.43 $4.42M - $5.04M
48.3K $5.02B
ADBE
Adobe Inc.

Technology
9.55K
New
$508.13 - $586.55 $4.85M - $5.6M
9.55K $4.95B
IWM
Ishares Russell 2000 ETF

ETFs
22K
+ 1095.18%
$200.87 - $224.6 $4.42M - $4.95M
24K $5.31B
PGF
Invesco Exchange Traded Fd Tr

ETFs
294K
New
$14.7 - $15.89 $4.32M - $4.67M
294K $4.6B
MTD
Mettler Toledo International Inc

Healthcare
3.06K
New
$1308.0 - $1521.03 $4M - $4.66M
3.06K $4.59B
GOOG
Alphabet Inc.

Communication Services
27.3K
New
$149.54 - $192.66 $4.08M - $5.25M
27.3K $4.56B
GGG
Graco Inc

Industrials
51.1K
New
$77.82 - $87.64 $3.98M - $4.48M
51.1K $4.47B
XOM
Exxon Mobil Corp

Energy
37K
New
$109.72 - $119.0 $4.06M - $4.41M
37K $4.34B
DIS
Walt Disney CO

Communication Services
44.9K
New
$85.6 - $98.61 $3.84M - $4.42M
44.9K $4.32B
BDX
Becton Dickinson & CO

Healthcare
17.4K
New
$221.47 - $242.41 $3.86M - $4.22M
17.4K $4.2B
INTU
Intuit Inc

Technology
6.64K
New
$602.97 - $670.49 $4M - $4.45M
6.64K $4.12B
NKE
Nike, Inc.

Consumer Cyclical
44.8K
New
$71.09 - $89.44 $3.18M - $4M
44.8K $3.97B
ABBV
Abb Vie Inc.

Healthcare
19.9K
New
$163.84 - $199.33 $3.26M - $3.97M
19.9K $3.94B
Annaly Capital Management In
186K
New
N/A
186K $3.85B
IWB
Ishares Tr Russell 1000 ETF

ETFs
11.7K
New
$283.28 - $314.39 $3.32M - $3.69M
11.7K $3.69B
V
Visa Inc.

Financial Services
13.3K
New
$253.74 - $291.56 $3.37M - $3.87M
13.3K $3.65B
TSLA
Tesla, Inc.

Consumer Cyclical
13.4K
New
$191.76 - $263.26 $2.58M - $3.54M
13.4K $3.51B
FDS
Factset Research Systems Inc

Financial Services
7.61K
New
$397.04 - $469.48 $3.02M - $3.57M
7.61K $3.5B
PEY
Invesco Exchange Traded Fd Tr

ETFs
157K
+ 1114.03%
$19.4 - $21.93 $3.05M - $3.45M
171K $3.76B
S
Sentinel One, Inc.

Technology
142K
New
$19.76 - $25.26 $2.8M - $3.58M
142K $3.39B
COP
Conocophillips

Energy
32.2K
New
$102.3 - $116.61 $3.29M - $3.75M
32.2K $3.39B
EFX
Equifax Inc

Industrials
11.4K
New
$236.42 - $307.13 $2.69M - $3.49M
11.4K $3.34B
GS
Goldman Sachs Group Inc

Financial Services
6.44K
New
$459.02 - $510.25 $2.95M - $3.28M
6.44K $3.19B
VGT
Vanguard Information Technolog

ETFs
5.32K
New
$514.43 - $606.85 $2.74M - $3.23M
5.32K $3.13B
MIDD
Middleby Corp

Industrials
21.9K
New
$119.13 - $144.82 $2.61M - $3.17M
21.9K $3.04B
SNOW
Snowflake Inc.

Technology
26K
New
$108.56 - $143.02 $2.82M - $3.72M
26K $2.99B
NFLX
Netflix Inc

Communication Services
4.1K
New
$598.55 - $722.26 $2.45M - $2.96M
4.1K $2.91B
XLK
Technology Sector Spdr

ETFs
12.7K
New
$197.34 - $237.68 $2.52M - $3.03M
12.7K $2.88B
SLV
I Shares Silver Trust

ETFs
99.3K
New
$24.33 - $29.38 $2.42M - $2.92M
99.3K $2.82B
VHT
Vanguard Health Care ETF

ETFs
9.28K
New
$261.88 - $288.1 $2.43M - $2.67M
9.28K $2.63B
AMGN
Amgen Inc

Healthcare
8.15K
New
$309.38 - $337.38 $2.52M - $2.75M
8.15K $2.62B
AXP
American Express CO

Financial Services
9.57K
New
$225.92 - $271.17 $2.16M - $2.6M
9.57K $2.6B
NARI
Inari Medical, Inc.

Healthcare
62.7K
New
$40.68 - $58.62 $2.55M - $3.68M
62.7K $2.59B
Activity Summary
Buys All Purchases 392 New Holdings 319 Increased Positions 73 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email