Evoke Wealth, LLC New Holdings in Q3 2024

Evoke Wealth, LLC

  • $3.68 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
35.6K
New
$40.42 - $46.7 $1.44M - $1.66M
35.6K $1.63B
ADP
Automatic Data Processing Inc

Industrials
5.86K
New
$233.44 - $279.45 $1.37M - $1.64M
5.86K $1.63B
Jacobs Solutions Inc
12.3K
New
N/A
12.3K $1.61B
FLJP
Franklin Templeton ETF Tr

ETFs
52.6K
New
$26.79 - $31.0 $1.41M - $1.63M
52.6K $1.6B
MRK
Merck & Co., Inc.

Healthcare
13.7K
New
$111.15 - $128.97 $1.53M - $1.77M
13.7K $1.57B
COST
Costco Wholesale Corp

Consumer Defensive
1.77K
New
$801.83 - $917.05 $1.42M - $1.62M
1.77K $1.57B
FISV
Fiserv Inc

Technology
8.71K
New
N/A
8.71K $1.56B
VUG
Vanguard Growth ETF

ETFs
4.06K
New
$341.08 - $391.94 $1.38M - $1.59M
4.06K $1.56B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12.1K
New
$117.9 - $128.2 $1.43M - $1.55M
12.1K $1.55B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
23.9K
New
$54.2 - $65.22 $1.3M - $1.56M
23.9K $1.53B
AEM
Agnico Eagle Mines LTD

Basic Materials
18.1K
New
$65.04 - $84.24 $1.18M - $1.53M
18.1K $1.46B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.43K
New
$386.81 - $423.12 $1.33M - $1.45M
3.43K $1.45B
BAC
Bank Of America Corp

Financial Services
34.6K
New
$36.65 - $44.13 $1.27M - $1.53M
34.6K $1.37B
GKOS
Glaukos Corp

Healthcare
10.6K
New
$113.62 - $135.39 $1.2M - $1.43M
10.6K $1.37B
CHD
Church & Dwight CO Inc

Consumer Defensive
13K
New
$98.01 - $106.59 $1.27M - $1.39M
13K $1.36B
BA
Boeing CO

Industrials
8.87K
New
$152.04 - $190.6 $1.35M - $1.69M
8.87K $1.35B
IEFA
Ishares Tr

ETFs
17.1K
New
$70.09 - $78.74 $1.2M - $1.35M
17.1K $1.33B
EFG
Msci Eafe Growth ETF

ETFs
12.4K
New
$96.84 - $108.77 $1.2M - $1.35M
12.4K $1.33B
MS
Morgan Stanley

Financial Services
12.8K
New
$92.07 - $106.96 $1.17M - $1.36M
12.8K $1.33B
CRM
Salesforce, Inc.

Technology
4.85K
New
$238.42 - $276.53 $1.16M - $1.34M
4.85K $1.33B
XLF
Financial Sector Spdr

ETFs
29.1K
New
$40.84 - $45.74 $1.19M - $1.33M
29.1K $1.32B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
32.1K
New
$36.98 - $41.55 $1.19M - $1.33M
32.1K $1.32B
VZ
Verizon Communications Inc

Communication Services
28.9K
New
$38.89 - $45.0 $1.12M - $1.3M
28.9K $1.3B
SCHX
Schwab Strategic Tr Us Large C

ETFs
19K
New
$61.11 - $67.85 $1.16M - $1.29M
19K $1.29B
ROST
Ross Stores, Inc.

Consumer Cyclical
8.41K
New
$136.06 - $155.24 $1.14M - $1.3M
8.41K $1.27B
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
19.5K
New
$54.75 - $61.2 $1.07M - $1.19M
19.5K $1.19B
AVEM
American Centy ETF Tr Avantis

ETFs
18.2K
New
$57.2 - $65.59 $1.04M - $1.2M
18.2K $1.18B
VMC
Vulcan Materials CO

Basic Materials
4.46K
New
$231.83 - $274.51 $1.03M - $1.22M
4.46K $1.12B
KO
Coca Cola CO

Consumer Defensive
15.3K
New
$62.69 - $73.01 $962K - $1.12M
15.3K $1.11B
NEE
Nextera Energy Inc

Utilities
12.9K
New
$69.9 - $84.97 $903K - $1.1M
12.9K $1.09B
AMD
Advanced Micro Devices Inc

Technology
6.53K
New
$128.67 - $183.96 $840K - $1.2M
6.53K $1.07B
IEF
Ishares Barclays

ETFs
10.8K
New
$92.67 - $99.14 $1M - $1.07M
10.8K $1.06B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.78K
New
$105.53 - $118.34 $927K - $1.04M
8.78K $1.03B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.85K
New
$147.95 - $191.05 $866K - $1.12M
5.85K $1.02B
PFE
Pfizer Inc

Healthcare
34.3K
New
$27.7 - $31.39 $951K - $1.08M
34.3K $994M
NEM
Newmont Corp

Basic Materials
18.5K
New
$41.65 - $55.85 $770K - $1.03M
18.5K $988M
CAT
Caterpillar Inc

Industrials
2.47K
New
$316.8 - $391.12 $783K - $967K
2.47K $967M
PANW
Palo Alto Networks Inc

Technology
2.78K
New
$294.18 - $368.01 $817K - $1.02M
2.78K $949M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27K
New
$31.05 - $34.29 $838K - $925K
27K $925M
SBUX
Starbucks Corp

Consumer Cyclical
9.47K
New
$72.51 - $98.6 $686K - $933K
9.47K $923M
IBB
Ishares Biotechnology ETF

ETFs
5.91K
New
$135.09 - $149.47 $798K - $883K
5.91K $860M
PH
Parker Hannifin Corp

Industrials
1.33K
New
$501.01 - $635.92 $665K - $844K
1.33K $838M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.83K
New
$75.32 - $84.37 $740K - $829K
9.83K $822M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
39.9K
New
$19.97 - $21.86 $796K - $871K
39.9K $818M
WAL
Western Alliance Bancorporation

Financial Services
9.23K
New
$61.15 - $88.41 $564K - $816K
9.23K $798M
T
At&T Inc.

Communication Services
35.6K
New
$18.21 - $22.28 $648K - $792K
35.6K $782M
SHEL
Shell PLC

Energy
11.6K
New
$65.65 - $73.28 $761K - $850K
11.6K $765M
ACRE
Ares Commercial Real Estate Corp

Real Estate
105K
New
$6.53 - $7.92 $686K - $832K
105K $762M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.22K
New
$531.86 - $624.21 $649K - $762K
1.22K $755M
Activity Summary
Buys All Purchases 392 New Holdings 319 Increased Positions 73 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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