Evoke Wealth, LLC Incresed Positions in Q3 2025

Evoke Wealth, LLC

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

Financial Services
1.78K
+ 68.02%
$152.77 - $188.68 $271K - $335K
4.39K $750M
Ge Vernova Inc
323
+ 18.58%
N/A
2.06K $1.27B
BA
Boeing CO

Industrials
1.3K
+ 13.25%
$209.79 - $237.38 $273K - $309K
11.1K $2.4B
EBAY
Ebay Inc

Consumer Cyclical
2.92K
+ 104.86%
$75.33 - $100.77 $220K - $294K
5.7K $518M
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
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
IWR
Ishares Russell Mid Cap ETF

ETFs
223
+ 0.38%
$92.26 - $97.51 $20.6K - $21.7K
58.8K $5.67B
BSX
Boston Scientific Corp

Healthcare
3.54K
+ 54.76%
$97.03 - $108.14 $344K - $383K
10K $978M
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
VLO
Valero Energy Corp

Energy
404
+ 7.13%
$131.77 - $175.63 $53.2K - $71K
6.07K $1.03B
ZM
Zoom Video Communications, Inc.

Technology
2.81K
+ 34.59%
$69.77 - $86.83 $196K - $244K
11K $903M
MRK
Merck & Co., Inc.

Healthcare
1.61K
+ 6.24%
$77.6 - $87.37 $125K - $141K
27.4K $2.32B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.3K
+ 1.72%
$36.04 - $38.78 $46.7K - $50.3K
76.8K $2.96B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.86K
+ 67.27%
$89.32 - $107.82 $166K - $201K
4.64K $500M
KLAC
Kla Corp

Technology
179
+ 59.67%
$843.9 - $1078.6 $151K - $193K
479 $518M
APH
Amphenol Corp

Technology
928
+ 17.34%
$97.39 - $125.4 $90.4K - $116K
6.28K $778M
ROST
Ross Stores, Inc.

Consumer Cyclical
181
+ 2.07%
$127.59 - $152.81 $23.1K - $27.7K
8.94K $1.36B
VMC
Vulcan Materials CO

Basic Materials
33
+ 0.67%
$260.62 - $307.62 $8.6K - $10.2K
4.98K $1.53B
Pimco ETF Tr
7.86K
+ 15.05%
N/A
60.1K $1.61B
IWD
Ishares Russell 1000 Val ETF

ETFs
738
+ 9.22%
$192.76 - $203.86 $142K - $150K
8.74K $1.78B
V
Visa Inc.

Financial Services
1.59K
+ 6.81%
$332.09 - $358.86 $527K - $569K
24.9K $8.49B
BIIB
Biogen Inc.

Healthcare
225
+ 1.71%
$122.68 - $148.84 $27.6K - $33.5K
13.4K $1.87B
MUB
Ishares National Muni Bond ETF

ETFs
2K
+ 81.14%
$103.24 - $106.68 $206K - $213K
4.47K $475M
TMUS
T Mobile Us, Inc.

Communication Services
904
+ 71.75%
$226.02 - $259.01 $204K - $234K
2.16K $518M
MO
Altria Group, Inc.

Consumer Defensive
2.83K
+ 77.45%
$57.75 - $67.68 $164K - $192K
6.49K $436M
SCHW
Schwab Charles Corp

Financial Services
1.83K
+ 19.34%
$91.03 - $98.69 $167K - $181K
11.3K $1.08B
VZ
Verizon Communications Inc

Communication Services
4.48K
+ 17.23%
$40.84 - $45.06 $183K - $202K
30.5K $1.34B
NSC
Norfolk Southern Corp

Industrials
524
+ 43.13%
$259.49 - $300.41 $136K - $157K
1.74K $523M
DHI
Horton D R Inc

Consumer Cyclical
548
+ 18.74%
$129.82 - $184.04 $71.1K - $101K
3.47K $588M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
182
+ 5.27%
$567.09 - $607.37 $103K - $111K
3.64K $2.17B
MOH
Molina Healthcare, Inc.

Healthcare
1.48K
+ 215.43%
$152.31 - $306.29 $225K - $453K
2.17K $415M
CVS
Cvs Health Corp

Healthcare
2.47K
+ 69.24%
$58.75 - $76.5 $145K - $189K
6.04K $456M
XLE
Energy Sector Spdr

ETFs
1.73K
+ 14.86%
$84.25 - $91.99 $146K - $160K
13.4K $1.2B
RE
Everest Re Group LTD

Financial Services
565
+ 64.28%
N/A
1.44K $506M
DUK
Duke Energy Corp

Utilities
1.53K
+ 52.91%
$116.31 - $125.93 $178K - $193K
4.43K $549M
ADT
Adt Inc.

Industrials
22.8K
+ 140.78%
$8.27 - $8.85 $189K - $202K
39.1K $342M
T
At&T Inc.

Communication Services
8.06K
+ 21.23%
$26.94 - $29.62 $217K - $239K
46K $1.3B
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
WFC
Wells Fargo & Company

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