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
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
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
THC
Tenet Healthcare Corp

Healthcare
187
+ 16.35%
$148.38 - $203.04 $27.7K - $38K
1.33K $270M
MMM
3 M CO

Industrials
178
+ 1.3%
$144.41 - $160.2 $25.7K - $28.5K
13.8K $2.15B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
253
+ 5.86%
$71.86 - $87.45 $18.2K - $22.1K
4.57K $387M
STE
Steris PLC

Healthcare
237
+ 24.51%
$221.21 - $252.43 $52.4K - $59.8K
1.2K $298M
TRV
Travelers Companies, Inc.

Financial Services
136
+ 5.87%
$250.62 - $279.43 $34.1K - $38K
2.45K $685M
GTLB
Gitlab Inc.

Technology
1.43K
+ 15.27%
$38.82 - $50.43 $55.6K - $72.2K
10.8K $487M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.38K
+ 18.12%
$29.55 - $32.52 $40.7K - $44.8K
8.98K $288M
ORI
Old Republic International Corp

Financial Services
603
+ 6.83%
$35.74 - $42.47 $21.6K - $25.6K
9.43K $400M
CHTR
Charter Communications, Inc.

Communication Services
488
+ 88.73%
$256.57 - $418.22 $125K - $204K
1.04K $286M
ITW
Illinois Tool Works Inc

Industrials
59
+ 1.86%
$252.31 - $269.41 $14.9K - $15.9K
3.24K $850M
TTC
Toro CO

Industrials
448
+ 9.91%
$72.64 - $82.54 $32.5K - $37K
4.97K $379M
HPE
Hewlett Packard Enterprise CO

Technology
652
+ 6.68%
$19.81 - $25.24 $12.9K - $16.5K
10.4K $257M
Ea Series Trust
220
+ 0.53%
N/A
41.4K $1.26B
CYBR
Cyber Ark Software Ltd.

Technology
11
+ 1.74%
$374.8 - $491.1 $4.12K - $5.4K
643 $311M
BKNG
Booking Holdings Inc.

Consumer Cyclical
21
+ 13.55%
$5364.25 - $5815.92 $113K - $122K
176 $951M
EME
Emcor Group, Inc.

Industrials
3
+ 0.68%
$530.88 - $655.83 $1.59K - $1.97K
441 $286M
SYY
Sysco Corp

Consumer Defensive
167
+ 3.11%
$76.33 - $82.51 $12.7K - $13.8K
5.54K $456M
SAN
Banco Santander, S.A.

Financial Services
2.58K
+ 25.56%
$8.27 - $10.48 $21.3K - $27K
12.6K $133M
THG
Hanover Insurance Group, Inc.

Financial Services
178
+ 13.29%
$162.08 - $182.1 $28.9K - $32.4K
1.52K $276M
HLI
Houlihan Lokey, Inc.

Financial Services
15
+ 0.88%
$181.55 - $209.19 $2.72K - $3.14K
1.72K $354M
ECL
Ecolab Inc.

Basic Materials
149
+ 12.11%
$259.39 - $285.47 $38.6K - $42.5K
1.38K $379M
SHEL
Shell PLC

Energy
444
+ 3.48%
$69.82 - $73.93 $31K - $32.8K
13.2K $944M
RL
Ralph Lauren Corp

Consumer Cyclical
53
+ 7.15%
$272.1 - $320.75 $14.4K - $17K
794 $250M
COIN
Coinbase Global, Inc.

Technology
154
+ 25.25%
$297.99 - $419.78 $45.9K - $64.6K
764 $258M
AME
Ametek Inc

Industrials
189
+ 15.68%
$176.44 - $192.03 $33.3K - $36.3K
1.39K $262M
TGT
Target Corp

Consumer Defensive
716
+ 25.9%
$86.56 - $107.43 $62K - $76.9K
3.48K $312M
ELV
Elevance Health, Inc.

Healthcare
244
+ 39.48%
$274.66 - $395.76 $67K - $96.6K
862 $279M
SBUX
Starbucks Corp

Consumer Cyclical
1.07K
+ 14.12%
$81.9 - $96.86 $87.6K - $104K
8.65K $732M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.08%
$243.93 - $275.62 $244 - $276
1.33K $363M
BMY
Bristol Myers Squibb CO

Healthcare
912
+ 17.12%
$43.31 - $48.98 $39.5K - $44.7K
6.24K $281M
D
Dominion Energy, Inc

Utilities
96
+ 1.56%
$56.32 - $62.1 $5.41K - $5.96K
6.24K $382M
OSK
Oshkosh Corp

Industrials
2
+ 0.09%
$118.16 - $143.44 $236 - $287
2.12K $275M
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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