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
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
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
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
WAL
Western Alliance Bancorporation

Financial Services
538
+ 6.84%
$76.33 - $91.49 $41.1K - $49.2K
8.4K $729M
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
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
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
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
Track This Portfolio

Track Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email