Evoke Wealth, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 450
Total Value: 3832302973
Accession Number: 0001172661-25-001752
Form Type: 13F-HR
CIK: 0001793432
Manager Name: Evoke Wealth, LLC

Data Enrichment

83% identified

372 identified78 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

450 positions • $3,832,302.973K total value

450 positions

Manager:

SEC FilingSEC DataHachi Filing

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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

3047(+2.2%)

Value:

$757.7M(+15.6%)

GENERAL ELECTRIC CO

GE|369604301

3737(+12.1%)

Value:

$749.1M(+34.5%)

25434V724

18118(+0.0%)

Value:

$746.6M(+0.7%)

NEWMONT Corp /DE/

NEM|651639106

15414(+0.9%)

Value:

$744.2M(+30.9%)

VEEVA SYSTEMS INC

VEEV|922475108

3170(+34.7%)

Value:

$734.3M(+48.4%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

1466(+24.3%)

Value:

$730.2M(+18.9%)

GLAUKOS Corp

GKOS|377322102

7385(-30.0%)

Value:

$726.8M(-54.1%)

CORNING INC /NY

GLW|219350105

15659(+0.0%)

Value:

$716.9M(-3.6%)

AFLAC INC

AFL|001055102

6376(-3.6%)

Value:

$708.9M(+3.6%)

WESTERN ALLIANCE BANCORPORATION

WAL|957638109

9115(-0.6%)

Value:

$700.3M(-8.6%)

48133Q309

21359(+0.5%)

Value:

$693.8M(+10.7%)

25434V401

11371(+0.0%)

Value:

$687.7M(-5.1%)

SHOPIFY INC.

SHOP|82509L107

7043(+6.5%)

Value:

$672.5M(-4.3%)

HDFC BANK LTD

HDB|40415F101

10080(-1.9%)

Value:

$669.7M(+2.1%)

CBRE GROUP, INC.

CBRE|12504L109

5046(+14.6%)

Value:

$659.9M(+14.1%)

PFIZER INC

PFE|717081103

26032(+2.4%)

Value:

$659.7M(-2.2%)

Booking Holdings Inc.

BKNG|09857L108

142(+15.4%)

Value:

$654.8M(+7.0%)

Chubb Ltd

CB|H1467J104

2149(+18.7%)

Value:

$651.0M(+29.8%)

464287473

IWS|464287473

5073(+0.0%)

Value:

$639.0M(-2.6%)

FTAI Aviation Ltd.

FTAI|G3730V105

5725(+0.9%)

Value:

$635.6M(-22.2%)

Instrument	Shares		Other Manager	Value
International Business Machines Corp(IBMcusip459200101)	3.0K	QoQ +2.17% (+65) YoY +10.96% (+301)	All Managers (Combined)	$757.7K	QoQ +15.58% (+$102.1K) YoY +44.50% (+$233.4K)
General Electric Co(GEcusip369604301)	3.7K	QoQ +12.08% (+403) YoY +41.60% (+1.1K)	All Managers (Combined)	$749.1K	QoQ +34.48% (+$192.1K) YoY +61.70% (+$285.8K)
(cusip25434V724)✕	18.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$746.6K	QoQ +0.70% (+$5.3K) YoY +0.75% (+$5.6K)
Newmont Corp /De/(NEMcusip651639106)	15.4K	QoQ +0.88% (+135) YoY -23.58% (-4.8K)	All Managers (Combined)	$744.2K	QoQ +30.86% (+$175.5K) YoY +2.93% (-$21.2K)
Veeva Systems Inc(VEEVcusip922475108)	3.2K	QoQ +34.72% (+817) YoY +34.55% (+814)	All Managers (Combined)	$734.3K	QoQ +48.42% (+$239.5K) YoY +34.51% (+$188.4K)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	1.5K	QoQ +24.34% (+287) YoY +26.70% (+309)	All Managers (Combined)	$730.2K	QoQ +18.92% (+$116.2K) YoY +8.49% (+$57.2K)
Glaukos Corp(GKOScusip377322102)	7.4K	QoQ -30.01% (-3.2K) YoY NEW(+7.4K)	All Managers (Combined)	$726.8K	QoQ -54.06% (-$855.3K) YoY NEW(+$726.8K)
Corning Inc /Ny(GLWcusip219350105)	15.7K	QoQ 0.00% (-1) YoY +2.97% (+453)	All Managers (Combined)	$716.9K	QoQ -3.65% (-$27.2K) YoY +43.03% (+$215.7K)
Aflac Inc(AFLcusip001055102)	6.4K	QoQ -3.61% (-239) YoY NEW(+6.4K)	All Managers (Combined)	$708.9K	QoQ +3.60% (-$24.6K) YoY NEW(+$708.9K)
Western Alliance Bancorporation(WALcusip957638109)	9.1K	QoQ -0.57% (-53) YoY -0.33% (-31)	All Managers (Combined)	$700.3K	QoQ -8.56% (-$65.6K) YoY +19.28% (-$113.2K)
(cusip48133Q309)✕	21.4K	QoQ +0.53% (+113) YoY NEW(+21.4K)	All Managers (Combined)	$693.8K	QoQ +10.65% (+$66.8K) YoY NEW(+$693.8K)
(cusip25434V401)✕	11.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$687.7K	QoQ -5.12% (-$37.2K) YoY +6.14% (+$39.8K)
Shopify Inc.(SHOPcusip82509L107)	7.0K	QoQ +6.53% (-432) YoY +10.65% (+678)	All Managers (Combined)	$672.5K	QoQ -4.33% (-$30.5K) YoY +36.90% (+$181.3K)
Hdfc Bank Ltd(HDBcusip40415F101)	10.1K	QoQ -1.86% (-192) YoY +8.44% (+785)	All Managers (Combined)	$669.7K	QoQ +2.09% (-$13.7K) YoY +28.73% (+$149.5K)
Cbre Group, Inc.(CBREcusip12504L109)	5.0K	QoQ +14.57% (+642) YoY +19.94% (+839)	All Managers (Combined)	$659.9K	QoQ +14.13% (+$81.7K) YoY +61.31% (+$250.8K)
Pfizer Inc(PFEcusip717081103)	26.0K	QoQ +2.39% (-608) YoY -29.65% (-11.0K)	All Managers (Combined)	$659.7K	QoQ -2.20% (-$14.9K) YoY -35.76% (-$367.2K)
Booking Holdings Inc.(BKNGcusip09857L108)	142	QoQ +15.44% (+19) YoY +44.89% (+44)	All Managers (Combined)	$654.8K	QoQ +7.05% (+$43.1K) YoY +84.10% (+$299.1K)
Chubb Ltd(CBcusipH1467J104)	2.1K	QoQ +18.72% (+339) YoY +26.70% (+453)	All Managers (Combined)	$651.0K	QoQ +29.78% (+$149.4K) YoY +47.67% (+$210.2K)
(IWScusip464287473)	5.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$639.0K	QoQ -2.60% (-$17.1K) YoY +0.51% (+$3.2K)
Ftai Aviation Ltd.(FTAIcusipG3730V105)	5.7K	QoQ +0.88% (-50) YoY -51.10% (-6.0K)	All Managers (Combined)	$635.6K	QoQ -22.23% (-$181.8K) YoY -19.32% (-$152.3K)