Evoke Wealth, LLC Purchases in Q3 2025

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OVV
Ovintiv Inc.

Energy
5.13K
New
$38.53 - $43.17 $198K - $221K
5.13K $207M
RE
Everest Re Group LTD

Financial Services
565
+ 64.28%
N/A
1.44K $506M
GAM
General American Investors CO Inc

Financial Services
3.32K
New
$56.22 - $62.21 $187K - $207K
3.32K $207M
NNN
National Retail Properties, Inc.

Real Estate
4.85K
New
$40.68 - $44.1 $197K - $214K
4.85K $207M
DUK
Duke Energy Corp

Utilities
1.53K
+ 52.91%
$116.31 - $125.93 $178K - $193K
4.43K $549M
ESTC
Elastic N.V.

Technology
2.44K
New
$72.54 - $92.3 $177K - $225K
2.44K $206M
Ishares Ethereum Tr
6.53K
New
N/A
6.53K $206M
VPU
Vanguard Utilities ETF

ETFs
1.08K
New
$175.25 - $189.41 $189K - $205K
1.08K $205M
PDI
Pimco Dynamic Income Fund

Financial Services
10.2K
New
$18.85 - $20.07 $193K - $205K
10.2K $204M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
5K
New
$37.04 - $40.86 $185K - $204K
5K $204M
Brookfield Corp
2.97K
New
N/A
2.97K $204M
MTCH
Match Group, Inc.

Communication Services
5.73K
New
$31.83 - $38.77 $182K - $222K
5.73K $202M
QTEC
First Trust Nasdaq 100 Technol

ETFs
880
New
$208.95 - $229.72 $184K - $202K
880 $202M
KBE
Spdr S&P Bank ETF

ETFs
3.4K
New
$55.26 - $61.99 $188K - $211K
3.4K $202M
EWH
Ishares Msci Hong Kong ETF

ETFs
9.35K
New
$19.82 - $22.04 $185K - $206K
9.35K $201M
T
At&T Inc.

Communication Services
8.06K
+ 21.23%
$26.94 - $29.62 $217K - $239K
46K $1.3B
UBS
Ubs Group Ag

Financial Services
4.9K
New
$33.77 - $42.38 $165K - $207K
4.9K $201M
TM
Toyota Motor Corp

Consumer Cyclical
1.05K
New
$167.86 - $202.79 $176K - $212K
1.05K $200M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.2K
New
$14.73 - $19.31 $150K - $197K
10.2K $196M
EXPE
Expedia Group, Inc.

Consumer Cyclical
315
+ 11.45%
$171.01 - $228.24 $53.9K - $71.9K
3.07K $656M
SQ
Block, Inc.

Technology
2.42K
+ 64.23%
N/A
6.19K $447M
PFE
Pfizer Inc

Healthcare
6.07K
+ 23.76%
$23.29 - $25.88 $141K - $157K
31.6K $806M
VEEV
Veeva Systems Inc

Healthcare
482
+ 11.29%
$269.2 - $297.91 $130K - $144K
4.75K $1.42B
CMI
Cummins Inc

Industrials
258
+ 32.01%
$327.85 - $426.39 $84.6K - $110K
1.06K $449M
MDT
Medtronic PLC

Healthcare
1.62K
+ 45.46%
$87.67 - $95.74 $142K - $155K
5.18K $497M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.5K
New
$13.29 - $16.05 $153K - $185K
11.5K $183M
WFC
Wells Fargo & Company

Financial Services
1.81K
+ 28.46%
$77.05 - $85.16 $139K - $154K
8.15K $683M
ITA
Ishares Tr

ETFs
20
+ 0.24%
$184.73 - $209.26 $3.69K - $4.19K
8.27K $1.73B
PGF
Invesco Exchange Traded Fd Tr

ETFs
213
+ 0.07%
$14.11 - $14.94 $3.01K - $3.18K
318K $4.65B
HCA
Hca Healthcare, Inc.

Healthcare
316
+ 44.57%
$334.32 - $426.2 $106K - $135K
1.03K $437M
AEP
American Electric Power CO Inc

Utilities
1.23K
+ 45.41%
$103.26 - $115.0 $127K - $142K
3.95K $444M
INCY
Incyte Corp

Healthcare
170
+ 1.93%
$67.27 - $86.96 $11.4K - $14.8K
8.97K $761M
PSX
Phillips 66

Energy
728
+ 19.9%
$118.37 - $139.46 $86.2K - $102K
4.39K $597M
IWP
Ishares Russell Mid Cap Growth

ETFs
876
+ 9.72%
$137.51 - $145.26 $120K - $127K
9.89K $1.41B
EEM
Ishares Msci Emerging Markets

ETFs
22
+ 0.07%
$48.07 - $53.4 $1.06K - $1.17K
30.4K $1.62B
UBER
Uber Technologies, Inc

Technology
1.12K
+ 11.18%
$86.91 - $99.57 $97.6K - $112K
11.2K $1.09B
IVZ
Invesco Ltd.

Financial Services
2.2K
+ 14.86%
$16.17 - $23.0 $35.6K - $50.6K
17K $390M
WELL
Welltower Inc.

Real Estate
498
+ 18.94%
$150.71 - $178.14 $75.1K - $88.7K
3.13K $557M
AVDE
American Centy ETF Tr Avantis

ETFs
1.02K
+ 7.62%
$73.24 - $79.04 $74.9K - $80.9K
14.5K $1.14B
BBY
Best Buy CO Inc

Consumer Cyclical
1.56K
+ 47.94%
$64.12 - $78.46 $99.9K - $122K
4.81K $367M
NET
Cloudflare, Inc.

Technology
456
+ 18.19%
$181.39 - $228.28 $82.7K - $104K
2.96K $636M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
315
+ 35.8%
$275.84 - $326.36 $86.9K - $103K
1.2K $390M
PHYS
Sprott Physical Gold Trust

Financial Services
3K
+ 23.08%
$25.02 - $29.62 $75.1K - $88.9K
16K $474M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
526
+ 0.35%
$11.48 - $12.67 $6.04K - $6.66K
153K $1.94B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
918
+ 59.92%
$133.48 - $144.38 $123K - $133K
2.45K $349M
EPD
Enterprise Products Partners L.P.

Energy
4.43K
+ 51.0%
$30.74 - $32.14 $136K - $142K
13.1K $410M
FDX
Fedex Corp

Industrials
527
+ 38.16%
$217.1 - $243.2 $114K - $128K
1.91K $452M
CPNG
Coupang, Inc.

Consumer Cyclical
10
+ 0.02%
$27.67 - $33.53 $277 - $335
60.4K $1.95B
EW
Edwards Lifesciences Corp

Healthcare
1.75K
+ 64.39%
$73.75 - $81.83 $129K - $143K
4.46K $347M
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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