Evoke Wealth, LLC Purchases in Q3 2025

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
371
+ 20.26%
$298.82 - $354.89 $111K - $132K
2.2K $725M
NVO
Novo Nordisk A S

Healthcare
4.22K
+ 53.65%
$45.38 - $71.7 $192K - $303K
12.1K $671M
RING
Ishares Inc Msci Global Gold M

ETFs
286
+ 5.49%
$42.96 - $64.71 $12.3K - $18.5K
5.5K $356M
BWA
Borgwarner Inc

Consumer Cyclical
1.32K
+ 19.97%
$34.53 - $44.44 $45.6K - $58.7K
7.94K $349M
BK
Bank Of New York Mellon Corp

Financial Services
657
+ 21.26%
$90.65 - $109.75 $59.6K - $72.1K
3.75K $408M
AVUS
American Centy ETF Tr Avantis

ETFs
931
+ 30.39%
$101.2 - $109.16 $94.2K - $102K
4K $434M
TPR
Tapestry, Inc.

Consumer Cyclical
186
+ 4.65%
$86.48 - $116.14 $16.1K - $21.6K
4.19K $474M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19
+ 0.12%
$132.9 - $142.03 $2.53K - $2.7K
15.3K $2.16B
Harris Oakmark ETF Trust
2.33K
+ 4.55%
N/A
53.5K $1.43B
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.92K
+ 6.06%
$30.76 - $33.01 $58.9K - $63.2K
33.6K $1.1B
XLF
Financial Sector Spdr

ETFs
1.09K
+ 2.91%
$51.37 - $54.25 $55.8K - $58.9K
38.4K $2.07B
IBM
International Business Machines Corp

Technology
564
+ 15.66%
$234.77 - $292.47 $132K - $165K
4.17K $1.18B
DAL
Delta Air Lines, Inc.

Industrials
291
+ 2.32%
$49.0 - $61.97 $14.3K - $18K
12.9K $729M
KMI
Kinder Morgan, Inc.

Energy
4.31K
+ 43.0%
$26.23 - $28.5 $113K - $123K
14.3K $406M
SYK
Stryker Corp

Healthcare
603
+ 13.68%
$368.57 - $403.53 $222K - $243K
5.01K $1.86B
AMGN
Amgen Inc

Healthcare
289
+ 3.21%
$271.18 - $309.22 $78.4K - $89.4K
9.3K $2.62B
PFHC
Pro Frac Holding Corp.

Energy
29K
New
N/A
29K $107M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
11.7K
New
$8.55 - $9.1 $100K - $107K
11.7K $107M
ADSK
Autodesk, Inc.

Technology
295
+ 20.43%
N/A
1.74K $552M
DINO
Hf Sinclair Corp

Energy
204
+ 2.54%
$42.11 - $54.01 $8.59K - $11K
8.23K $431M
PH
Parker Hannifin Corp

Industrials
85
+ 15.77%
$697.13 - $769.67 $59.3K - $65.4K
624 $473M
MFG
Mizuho Financial Group Inc

Financial Services
14.2K
New
$5.42 - $6.85 $77.2K - $97.5K
14.2K $95.4M
IQV
Iqvia Holdings Inc.

Healthcare
182
+ 9.79%
$157.68 - $200.82 $28.7K - $36.5K
2.04K $388M
PNC
Pnc Financial Services Group, Inc.

Financial Services
148
+ 3.36%
$185.88 - $207.44 $27.5K - $30.7K
4.56K $916M
MPC
Marathon Petroleum Corp

Energy
143
+ 5.9%
$158.59 - $198.69 $22.7K - $28.4K
2.57K $495M
DASH
Door Dash, Inc.

Communication Services
60
+ 2.1%
$234.5 - $272.5 $14.1K - $16.4K
2.92K $794M
GRMN
Garmin LTD

Technology
94
+ 5.37%
$211.13 - $246.22 $19.8K - $23.1K
1.84K $454M
AZN
Astrazeneca PLC

Healthcare
793
+ 20.79%
$68.72 - $82.11 $54.5K - $65.1K
4.61K $354M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
429
+ 6.98%
$136.48 - $142.97 $58.5K - $61.3K
6.58K $921M
XLI
Industrial Sector Spdr

ETFs
317
+ 5.84%
$147.94 - $154.99 $46.9K - $49.1K
5.75K $887M
EVR
Evercore Inc.

Financial Services
46
+ 4.44%
$276.5 - $362.79 $12.7K - $16.7K
1.08K $365M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
16
+ 0.01%
$10.9 - $11.58 $174 - $185
250K $2.89B
IWN
Ishares Russell2000 Val ETF

ETFs
9
+ 0.21%
$157.1 - $178.94 $1.41K - $1.61K
4.23K $748M
DD
Du Pont De Nemours, Inc.

Basic Materials
478
+ 10.01%
$69.9 - $78.26 $33.4K - $37.4K
5.26K $409M
FTI
Technip Fmc PLC

Energy
648
+ 5.85%
$32.19 - $40.89 $20.9K - $26.5K
11.7K $463M
CB
Chubb LTD

Financial Services
362
+ 10.77%
$265.99 - $289.59 $96.3K - $105K
3.72K $1.05B
DG
Dollar General Corp

Consumer Defensive
1K
+ 42.07%
$101.86 - $116.32 $102K - $116K
3.38K $349M
DELL
Dell Technologies Inc.

Technology
194
+ 7.49%
$120.96 - $141.77 $23.5K - $27.5K
2.78K $395M
CFG
Citizens Financial Group Inc

Financial Services
59
+ 0.67%
$46.1 - $53.65 $2.72K - $3.17K
8.8K $468M
EVRG
Evergy, Inc.

Utilities
353
+ 5.03%
$67.73 - $76.02 $23.9K - $26.8K
7.37K $560M
COF
Capital One Financial Corp

Financial Services
359
+ 13.58%
$207.29 - $229.74 $74.4K - $82.5K
3K $638M
NMR
Nomura Holdings Inc

Financial Services
10.4K
New
$6.28 - $7.56 $65K - $78.3K
10.4K $75.3M
JBHT
Hunt J B Transport Services Inc

Industrials
644
+ 45.45%
$130.65 - $154.66 $84.1K - $99.6K
2.06K $277M
NTNX
Nutanix, Inc.

Technology
1.09K
+ 28.99%
$66.06 - $81.12 $71.7K - $88K
4.83K $359M
TOL
Toll Brothers, Inc.

Consumer Cyclical
66
+ 2.51%
$113.78 - $148.0 $7.51K - $9.77K
2.7K $372M
Veralto Corp
472
+ 12.91%
N/A
4.13K $441M
ABC
Amerisourcebergen Corp

Healthcare
142
+ 6.91%
N/A
2.2K $687M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
500
+ 27.62%
$196.15 - $217.83 $98.1K - $109K
2.31K $466M
TXT
Textron Inc

Industrials
514
+ 8.46%
$77.02 - $87.21 $39.6K - $44.8K
6.59K $557M
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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