Evoke Wealth, LLC Purchases in Q4 2024

Evoke Wealth, LLC

  • $3.59 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
212
+ 13.21%
$110.35 - $138.93 $23.4K - $29.5K
1.82K $207M
SYY
Sysco Corp

Consumer Defensive
50
+ 0.84%
$73.63 - $81.77 $3.68K - $4.09K
6.03K $461M
GE
General Electric CO

Industrials
351
+ 11.77%
$159.95 - $194.23 $56.1K - $68.2K
3.33K $557M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.07%
$126.68 - $134.74 $1.01K - $1.08K
12.1K $1.55B
EQR
Equity Residential

Real Estate
50
+ 1.66%
$69.12 - $77.48 $3.46K - $3.87K
3.06K $219M
FIS
Fidelity National Information Services, Inc.

Technology
101
+ 2.01%
$80.14 - $90.95 $8.09K - $9.19K
5.11K $413M
2023 ETF Series Trust Ii
7
+ 0.07%
N/A
10.3K $329M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
42
+ 2.61%
$209.89 - $233.24 $8.82K - $9.8K
1.65K $351M
CMCSA
Comcast Corp

Communication Services
516
+ 7.61%
$37.39 - $45.14 $19.3K - $23.3K
7.29K $274M
FLIC
First Of Long Island Corp

Financial Services
17
+ 0.17%
$11.68 - $14.96 $199 - $254
10.3K $122M
ASML
Asml Holding Nv

Technology
67
+ 15.73%
$658.43 - $872.27 $44.1K - $58.4K
493 $341M
CTAS
Cintas Corp

Industrials
43
+ 3.65%
$182.7 - $226.47 $7.86K - $9.74K
1.22K $223M
SIL
Global X Silver Miners ETF

ETFs
385
+ 2.9%
$31.61 - $41.98 $12.2K - $16.2K
13.7K $445M
Veralto Corp
36
+ 1.4%
N/A
2.61K $266M
EIX
Edison International

Utilities
130
+ 2.57%
$77.93 - $88.36 $10.1K - $11.5K
5.19K $415M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
83
+ 8.4%
$396.64 - $516.74 $32.9K - $42.9K
1.07K $431M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
144
+ 2.21%
$31.24 - $37.15 $4.5K - $5.35K
6.67K $214M
LMT
Lockheed Martin Corp

Industrials
136
+ 13.65%
$479.66 - $614.62 $65.2K - $83.6K
1.13K $550M
DFIV
Dimensional ETF Tr

ETFs
29
+ 0.22%
$34.86 - $37.97 $1.01K - $1.1K
13.2K $468M
MU
Micron Technology Inc

Technology
176
+ 7.1%
$84.16 - $113.41 $14.8K - $20K
2.66K $224M
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 1.98%
$385.02 - $431.37 $30.8K - $34.5K
4.13K $1.61B
SHEL
Shell PLC

Energy
10
+ 0.09%
$60.63 - $70.23 $606 - $702
11.6K $727M
WM
Waste Management Inc

Industrials
40
+ 0.49%
$201.79 - $228.46 $8.07K - $9.14K
8.2K $1.65B
MMM
3 M CO

Industrials
373
+ 3.15%
$124.74 - $137.12 $46.5K - $51.1K
12.2K $1.58B
BUSE
First Busey Corp

Financial Services
104
+ 0.54%
$23.57 - $27.55 $2.45K - $2.87K
19.2K $453M
DD
Du Pont De Nemours, Inc.

Basic Materials
105
+ 2.55%
$75.95 - $88.05 $7.97K - $9.25K
4.22K $322M
AMT
American Tower Corp

Real Estate
95
+ 6.9%
$179.4 - $232.01 $17K - $22K
1.47K $272M
CEG
Constellation Energy Corp

Utilities
19
+ 1.29%
$224.28 - $285.52 $4.26K - $5.42K
1.49K $334M
AFL
Aflac Inc

Financial Services
20
+ 0.3%
$100.37 - $115.27 $2.01K - $2.31K
6.62K $684M
GIS
General Mills Inc

Consumer Defensive
299
+ 4.16%
$62.78 - $74.62 $18.8K - $22.3K
7.48K $477M
SBUX
Starbucks Corp

Consumer Cyclical
49
+ 0.52%
$87.44 - $102.5 $4.28K - $5.02K
9.51K $868M
UBER
Uber Technologies, Inc

Technology
445
+ 8.04%
$59.93 - $86.34 $26.7K - $38.4K
5.98K $361M
RTX
Raytheon Technologies Corp

Industrials
140
+ 1.0%
$114.45 - $127.21 $16K - $17.8K
14.1K $1.63B
SCHV
Schwab Strategic Tr Us Large C

ETFs
58.9K
+ 200.0%
$25.79 - $80.4 $1.52M - $4.73M
88.3K $2.3B
AVDE
American Centy ETF Tr Avantis

ETFs
31
+ 0.24%
$60.9 - $66.69 $1.89K - $2.07K
13.2K $809M
ORCL
Oracle Corp

Technology
850
+ 1.48%
$165.41 - $192.43 $141K - $164K
58.3K $9.71B
ELV
Elevance Health, Inc.

Healthcare
20
+ 3.36%
$365.96 - $514.62 $7.32K - $10.3K
615 $227M
COP
Conocophillips

Energy
1.03K
+ 3.2%
$95.12 - $114.72 $97.8K - $118K
33.2K $3.29B
AVEM
American Centy ETF Tr Avantis

ETFs
87
+ 0.48%
$58.59 - $66.14 $5.1K - $5.75K
18.3K $1.08B
NEE
Nextera Energy Inc

Utilities
717
+ 5.55%
$69.77 - $85.43 $50K - $61.3K
13.6K $977M
IEFA
Ishares Tr

ETFs
228
+ 1.33%
$70.06 - $77.43 $16K - $17.7K
17.3K $1.22B
Flagstar Financial Inc
4
+ 0.01%
N/A
66.9K $624M
MSFT
Microsoft Corp

Technology
1.91K
+ 1.8%
$406.35 - $454.46 $774K - $866K
108K $45.4B
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
589
+ 0.39%
$12.3 - $13.88 $7.24K - $8.18K
150K $1.9B
UNP
Union Pacific Corp

Industrials
93
+ 0.97%
$223.15 - $249.32 $20.8K - $23.2K
9.67K $2.2B
CPNG
Coupang, Inc.

Consumer Cyclical
71
+ 0.11%
$21.98 - $26.89 $1.56K - $1.91K
62.2K $1.37B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
14
+ 0.06%
$56.27 - $69.89 $788 - $978
24K $1.36B
PGF
Invesco Exchange Traded Fd Tr

ETFs
10.9K
+ 3.7%
$14.4 - $15.83 $157K - $172K
305K $4.43B
NVO
Novo Nordisk A S

Healthcare
19
+ 0.36%
$85.0 - $120.04 $1.62K - $2.28K
5.27K $453M
Activity Summary
Buys All Purchases 260 New Holdings 45 Increased Positions 215 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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