Evoke Wealth, LLC Purchases in Q3 2025

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
9.86K
New
$46.01 - $46.55 $453K - $459K
9.86K $457M
C
Citigroup Inc

Financial Services
3K
+ 35.64%
$85.57 - $103.49 $257K - $311K
11.4K $1.16B
LHX
L3 Harris Technologies, Inc.

Industrials
1.41K
New
$252.18 - $305.41 $356K - $432K
1.41K $432M
PCG
Pg&E Corp

Utilities
27.4K
New
$13.0 - $15.73 $356K - $431K
27.4K $414M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.33K
+ 32.33%
$72.57 - $74.72 $387K - $399K
21.8K $1.62B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
896
New
$311.12 - $482.13 $279K - $432K
896 $409M
FDVV
Fidelity High Dividend ETF

ETFs
7.32K
New
$52.42 - $55.71 $384K - $408K
7.32K $408M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.63K
New
$45.6 - $46.92 $394K - $405K
8.63K $403M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.89K
+ 68.1%
$182.33 - $194.5 $344K - $367K
4.66K $907M
MEDP
Medpace Holdings, Inc.

Healthcare
774
New
$308.88 - $514.16 $239K - $398K
774 $398M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.47K
+ 19.94%
$87.29 - $93.61 $303K - $324K
20.8K $1.95B
AFL
Aflac Inc

Financial Services
3.1K
+ 50.11%
$98.09 - $111.7 $304K - $346K
9.29K $1.04B
PCQ
Pimco California Municipal Income Fund

Financial Services
43.3K
New
$8.19 - $8.8 $354K - $381K
43.3K $379M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7
+ 0.05%
$339.37 - $366.46 $2.38K - $2.57K
14.5K $5.3B
Blackrock Inc
265
+ 48.62%
N/A
810 $945M
SONY
Sony Group Corp

Technology
12.6K
New
$23.92 - $30.07 $302K - $379K
12.6K $363M
BX
Blackstone Inc.

Financial Services
1.78K
+ 68.02%
$152.77 - $188.68 $271K - $335K
4.39K $750M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.68K
New
$96.73 - $137.09 $259K - $367K
2.68K $356M
Servicetitan Inc
3.49K
New
N/A
3.49K $352M
WDC
Western Digital Corp

Technology
2.92K
New
$63.84 - $120.06 $187K - $351K
2.92K $351M
Ge Vernova Inc
323
+ 18.58%
N/A
2.06K $1.27B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.88K
New
$86.07 - $90.74 $334K - $352K
3.88K $347M
CDNS
Cadence Design Systems Inc

Technology
977
New
$309.46 - $373.37 $302K - $365K
977 $343M
BA
Boeing CO

Industrials
1.3K
+ 13.25%
$209.79 - $237.38 $273K - $309K
11.1K $2.4B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
599
New
$534.91 - $598.71 $320K - $359K
599 $337M
Amplify ETF Tr
13.5K
New
N/A
13.5K $313M
EBAY
Ebay Inc

Consumer Cyclical
2.92K
+ 104.86%
$75.33 - $100.77 $220K - $294K
5.7K $518M
SPYG
Spdr Portfolio

ETFs
2.94K
New
$94.33 - $105.31 $278K - $310K
2.94K $308M
APP
App Lovin Corp

Technology
127
+ 21.71%
$335.1 - $718.54 $42.6K - $91.3K
712 $512M
RSP
Invesco S&P 500 Equal Weight E

ETFs
625
+ 2.67%
$181.56 - $190.33 $113K - $119K
24.1K $4.57B
PLD
Prologis, Inc.

Real Estate
2.65K
New
$104.08 - $115.35 $276K - $306K
2.65K $304M
PCAR
Paccar Inc

Industrials
3.08K
New
$92.91 - $102.86 $286K - $316K
3.08K $302M
NBIX
Neurocrine Biosciences Inc

Healthcare
2.15K
New
$123.98 - $146.67 $266K - $315K
2.15K $301M
GD
General Dynamics Corp

Industrials
421
+ 13.61%
$293.92 - $341.0 $124K - $144K
3.51K $1.2B
TMO
Thermo Fisher Scientific Inc.

Healthcare
383
+ 27.96%
$404.94 - $499.99 $155K - $191K
1.75K $851M
Lenz Therapeutics Inc
6.28K
New
N/A
6.28K $292M
IWR
Ishares Russell Mid Cap ETF

ETFs
223
+ 0.38%
$92.26 - $97.51 $20.6K - $21.7K
58.8K $5.67B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.19K
New
$52.12 - $55.33 $271K - $287K
5.19K $287M
BSX
Boston Scientific Corp

Healthcare
3.54K
+ 54.76%
$97.03 - $108.14 $344K - $383K
10K $978M
IWS
Ishares Russell Midcap Value E

ETFs
1.69K
+ 27.84%
$132.83 - $140.61 $224K - $237K
7.74K $1.08B
GM
General Motors CO

Consumer Cyclical
610
+ 2.95%
$48.89 - $61.24 $29.8K - $37.4K
21.3K $1.3B
SHOP
Shopify Inc.

Technology
285
+ 4.0%
$112.11 - $157.12 $32K - $44.8K
7.42K $1.1B
AMD
Advanced Micro Devices Inc

Technology
509
+ 5.14%
$134.8 - $184.42 $68.6K - $93.9K
10.4K $1.68B
NOC
Northrop Grumman Corp

Industrials
344
+ 54.09%
$498.9 - $609.32 $172K - $210K
980 $597M
VTR
Ventas, Inc.

Real Estate
3.94K
New
$62.76 - $69.99 $247K - $276K
3.94K $277M
UAL
United Airlines Holdings, Inc.

Industrials
2.86K
New
$80.05 - $109.36 $229K - $313K
2.86K $276M
Proshares Tr Ii
8.53K
New
N/A
8.53K $276M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.54K
New
$103.83 - $179.9 $159K - $276K
1.54K $275M
VLO
Valero Energy Corp

Energy
404
+ 7.13%
$131.77 - $175.63 $53.2K - $71K
6.07K $1.03B
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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