Evoke Wealth, LLC Sells in Q3 2025

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-189K
- 19.64%
$50.93 - $53.85 $9.61M - $10.2M
773K $41.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-62.3K
- 8.7%
$97.75 - $100.75 $6.09M - $6.27M
653K $65.5B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-44.1K
- 22.09%
$85.01 - $90.35 $3.74M - $3.98M
155K $13.9B
MA
Mastercard Inc

Financial Services
-4.49K
- 12.48%
$550.18 - $598.96 $2.47M - $2.69M
31.5K $17.9B
MIDD
Middleby Corp

Industrials
-14.7K
- 88.94%
$118.3 - $150.16 $1.74M - $2.21M
1.83K $244M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-25.3K
- 21.41%
$109.47 - $119.06 $2.77M - $3.02M
93K $11B
COP
Conocophillips

Energy
-19.1K
- 54.67%
$91.0 - $98.99 $1.74M - $1.89M
15.9K $1.5B
INTU
Intuit Inc

Technology
-1.11K
- 15.71%
$646.03 - $807.39 $718K - $897K
5.96K $4.07B
TIP
Ishares Tr Tips Bd ETF

ETFs
-23.8K
- 2.25%
$109.11 - $111.88 $2.6M - $2.67M
1.04M $115B
FISV
Fiserv Inc

Technology
-6.54K
- 63.94%
N/A
3.69K $476M
FDS
Factset Research Systems Inc

Financial Services
-141
- 2.26%
$283.86 - $450.3 $40K - $63.5K
6.11K $1.75B
PG
Procter & Gamble CO

Consumer Defensive
-5.23K
- 13.43%
$150.47 - $161.22 $787K - $843K
33.7K $5.18B
VGIT
Vanguard Intermediate Term Tre

ETFs
-15.4K
- 6.15%
$58.97 - $60.36 $905K - $927K
234K $14.1B
Linde PLC
-1.9K
- 12.45%
N/A
13.3K $6.33B
BDX
Becton Dickinson & CO

Healthcare
-5.33K
- 35.66%
$172.41 - $199.66 $919K - $1.06M
9.62K $1.8B
DSL
Double Line Income Solutions Fund

Financial Services
-62K
- 31.42%
$11.99 - $12.67 $744K - $786K
135K $1.66B
CL
Colgate Palmolive CO

Consumer Defensive
-2K
- 3.7%
$79.36 - $93.33 $158K - $186K
52K $4.16B
BIT
Black Rock Multi Sector Income Trust

Financial Services
-47.2K
- 59.37%
$13.31 - $14.89 $628K - $703K
32.3K $433M
CHD
Church & Dwight CO Inc

Consumer Defensive
-6.46K
- 48.17%
$85.84 - $99.09 $554K - $640K
6.95K $609M
TTD
Trade Desk, Inc.

Technology
-2.55K
- 11.66%
$43.93 - $89.76 $112K - $229K
19.3K $948M
MCO
Moodys Corp

Financial Services
-40
- 0.18%
$472.69 - $521.32 $18.9K - $20.9K
22.2K $10.6B
FTNT
Fortinet, Inc.

Technology
-3.7K
- 32.53%
$74.39 - $107.65 $275K - $398K
7.67K $645M
SM
Sm Energy CO

Energy
-22.9K
- 14.66%
$24.97 - $28.98 $572K - $664K
133K $3.33B
OTIS
Otis Worldwide Corp

Industrials
-1.94K
- 4.84%
$84.93 - $101.07 $165K - $196K
38.2K $3.49B
GBDC
Golub Capital Bdc, Inc.

Financial Services
-30.2K
- 53.78%
$13.69 - $15.48 $413K - $467K
26K $355M
MIN
Mfs Intermediate Income Trust

Financial Services
-162K
- 49.39%
$2.64 - $2.72 $428K - $441K
166K $445M
IEF
Ishares Barclays

ETFs
-4.1K
- 20.18%
$93.91 - $97.26 $385K - $399K
16.2K $1.57B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.57K
- 38.22%
$91.28 - $97.59 $417K - $446K
7.38K $708M
CRM
Salesforce, Inc.

Technology
-514
- 7.63%
$231.66 - $273.65 $119K - $141K
6.22K $1.48B
ADBE
Adobe Inc.

Technology
-114
- 1.23%
$333.65 - $392.1 $38K - $44.7K
9.18K $3.24B
ROK
Rockwell Automation, Inc

Industrials
-1.29K
- 23.18%
$328.67 - $358.52 $422K - $461K
4.26K $1.49B
UPS
United Parcel Service Inc

Industrials
-2.65K
- 46.62%
$82.58 - $105.54 $219K - $279K
3.03K $253M
ACN
Accenture PLC

Technology
-83
- 1.45%
$232.56 - $304.78 $19.3K - $25.3K
5.64K $1.39B
Fidelity Wise Origin Bitcoin
-3.89K
- 31.04%
N/A
8.65K $864M
AI
C3.Ai, Inc.

Technology
-1.13K
- 2.78%
$15.46 - $29.16 $17.4K - $32.8K
39.3K $682M
EIX
Edison International

Utilities
-6.22K
- 49.01%
$50.42 - $56.35 $314K - $350K
6.47K $358M
SHW
Sherwin Williams CO

Basic Materials
-947
- 6.38%
$330.88 - $375.23 $313K - $355K
13.9K $4.81B
MSCI
Msci Inc.

Financial Services
-338
- 3.43%
$526.48 - $588.0 $178K - $199K
9.52K $5.4B
CME
Cme Group Inc.

Financial Services
-596
- 2.7%
$258.83 - $287.1 $154K - $171K
21.5K $5.8B
AMAT
Applied Materials Inc

Technology
-1.65K
- 51.07%
$156.25 - $204.95 $258K - $338K
1.58K $323M
DLY
Double Line Yield Opportunities Fund

N/A
-12.5K
- 12.93%
$15.08 - $15.65 $189K - $196K
84.2K $1.27B
CTAS
Cintas Corp

Industrials
-874
- 36.09%
$199.29 - $226.27 $174K - $198K
1.55K $318M
FIS
Fidelity National Information Services, Inc.

Technology
-1.57K
- 22.4%
$63.37 - $82.35 $99.3K - $129K
5.43K $358M
DE
Deere & CO

Industrials
-307
- 27.48%
$457.26 - $524.37 $140K - $161K
810 $372M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.88K
- 23.82%
$122.57 - $132.57 $231K - $249K
6.02K $781M
CMCSA
Comcast Corp

Communication Services
-4.28K
- 36.58%
$31.41 - $36.33 $135K - $156K
7.42K $233M
KKR
Kkr & Co. Inc.

Financial Services
-1.31K
- 28.62%
$129.95 - $152.16 $170K - $199K
3.26K $424M
AIG
American International Group, Inc.

Financial Services
-1.86K
- 39.07%
$76.34 - $85.87 $142K - $160K
2.9K $228M
DXCM
Dexcom Inc

Healthcare
-464
- 6.7%
$66.46 - $89.53 $30.8K - $41.5K
6.46K $434M
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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