Evoke Wealth, LLC Portfolio Holdings
Evoke Wealth, LLC
- $3.59 Trillion
- Q4 2024
Evoke Wealth, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.59 Trillion distributed in 434 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $367B, World Gold Trust with a value of $343B, Tidal ETF Tr Rpar Risk Parity with a value of $207B, Vanguard Total Stock Market Et with a value of $159B, and Schwab Strategic Us Tips ETF with a value of $126B.
Examining the 13F form we can see an decrease of $92B in the current position value, from $3.68T to 3.59T.
Below you can find more details about Evoke Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.59 Trillion
Technology: $207 Billion
ETFs: $161 Billion
Financial Services: $109 Billion
Healthcare: $81.6 Billion
Consumer Cyclical: $73.8 Billion
Communication Services: $70 Billion
Industrials: $40.7 Billion
Consumer Defensive: $30.4 Billion
Other: $44.8 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 434
- Current Value $3.59 Trillion
- Prior Value $3.68 Trillion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 45 stocks
- Additional Purchases 215 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks