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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92189F791

GDXJ|92189F791

9635(+0.0%)

Value:

$551.1M(+33.8%)

464288117

13953

Value:

$550.0M

WELLS FARGO & COMPANY/MN

WFC|949746101

7652(+1.6%)

Value:

$549.3M(+3.9%)

General Motors Co

GM|37045V100

11498(+22.0%)

Value:

$540.7M(+7.7%)

BlackRock, Inc.

BLK|09290D101

569(+0.3%)

Value:

$538.8M(-7.3%)

25434V500

8952(+0.0%)

Value:

$534.9M(-8.2%)

464289529

10365(+0.0%)

Value:

$526.2M(-0.1%)

Blackstone Inc.

BX|09260D107

3762(+0.6%)

Value:

$525.9M(-18.4%)

LAM RESEARCH CORP

LRCX|512807306

7197

Value:

$524.9M

78463X889

SPDW|78463X889

14145(+0.0%)

Value:

$515.0M(+6.7%)

464287556

3974(+0.0%)

Value:

$508.3M(-3.3%)

SCHWAB CHARLES CORP

SCHW|808513105

6467(+3.5%)

Value:

$506.2M(+9.4%)

Eaton Vance California Municipal Bond Fund

EVM|27828A100

53360(+0.0%)

Value:

$494.6M(+1.1%)

92204A207

2250(+0.0%)

Value:

$492.3M(+3.5%)

Zoom Communications, Inc.

ZM|98980L101

6657(+0.3%)

Value:

$491.1M(-9.3%)

Evergy, Inc.

EVRG|30034W106

7095(+4.8%)

Value:

$489.2M(+17.4%)

46432F339

QUAL|46432F339

2851(+13.4%)

Value:

$487.3M(+8.8%)

Parker-Hannifin Corp

PH|701094104

791(+2.6%)

Value:

$480.7M(-2.0%)

Energy Transfer LP

ET|29273V100

25617

Value:

$476.2M

T-Mobile US, Inc.

TMUS|872590104

1779(+14.0%)

Value:

$474.4M(+37.6%)

Instrument	Shares		Other Manager	Value
(GDXJcusip92189F791)	9.6K	QoQ 0.00% (+0) YoY NEW(+9.6K)	All Managers (Combined)	$551.1K	QoQ +33.80% (+$139.2K) YoY NEW(+$551.1K)
(cusip464288117)✕	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$550.0K	QoQ NEW(+$550.0K) YoY NEW(+$550.0K)
Wells Fargo & Company/Mn(WFCcusip949746101)	7.7K	QoQ +1.60% (+121) YoY -0.14% (-11)	All Managers (Combined)	$549.3K	QoQ +3.85% (+$20.4K) YoY +23.68% (-$105.2K)
General Motors Co(GMcusip37045V100)	11.5K	QoQ +21.99% (+2.1K) YoY +31.49% (+2.8K)	All Managers (Combined)	$540.7K	QoQ +7.70% (+$38.7K) YoY +36.36% (+$144.2K)
Blackrock, Inc.(BLKcusip09290D101)	569	QoQ +0.35% (-2) YoY NEW(+569)	All Managers (Combined)	$538.8K	QoQ -7.34% (-$42.7K) YoY NEW(+$538.8K)
(cusip25434V500)✕	9.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$534.9K	QoQ -8.18% (-$47.7K) YoY -4.15% (-$23.2K)
(cusip464289529)✕	10.4K	QoQ 0.00% (-0) YoY +10.67% (+1.0K)	All Managers (Combined)	$526.2K	QoQ -0.13% (-$726) YoY +11.40% (+$53.9K)
Blackstone Inc.(BXcusip09260D107)	3.8K	QoQ +0.58% (-22) YoY +13.10% (+436)	All Managers (Combined)	$525.9K	QoQ -18.44% (-$118.9K) YoY +20.35% (+$88.9K)
Lam Research Corp(LRCXcusip512807306)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$524.9K	QoQ NEW(+$524.9K) YoY NEW(+$524.9K)
(SPDWcusip78463X889)	14.1K	QoQ 0.00% (+0) YoY NEW(+14.1K)	All Managers (Combined)	$515.0K	QoQ +6.68% (+$32.3K) YoY NEW(+$515.0K)
(cusip464287556)✕	4.0K	QoQ 0.00% (-0) YoY -29.82% (-1.7K)	All Managers (Combined)	$508.3K	QoQ -3.25% (-$17.1K) YoY -34.58% (-$268.8K)
Schwab Charles Corp(SCHWcusip808513105)	6.5K	QoQ +3.45% (+216) YoY +9.96% (+586)	All Managers (Combined)	$506.2K	QoQ +9.42% (+$43.6K) YoY +18.99% (+$80.8K)
Eaton Vance California Municipal Bond Fund(EVMcusip27828A100)	53.4K	QoQ 0.00% (+0) YoY -1.83% (-1.0K)	All Managers (Combined)	$494.6K	QoQ +1.09% (+$5.3K) YoY -3.70% (-$19.1K)
(cusip92204A207)✕	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$492.3K	QoQ +3.51% (+$16.7K) YoY +7.19% (+$33.0K)
Zoom Communications, Inc.(ZMcusip98980L101)	6.7K	QoQ +0.33% (-22) YoY +26.34% (+1.4K)	All Managers (Combined)	$491.1K	QoQ -9.30% (-$50.4K) YoY +42.57% (+$146.7K)
Evergy, Inc.(EVRGcusip30034W106)	7.1K	QoQ +4.76% (+323) YoY -12.97% (-1.1K)	All Managers (Combined)	$489.2K	QoQ +17.36% (+$72.4K) YoY +12.40% (-$54.0K)
(QUALcusip46432F339)	2.9K	QoQ +13.40% (+337) YoY NEW(+2.9K)	All Managers (Combined)	$487.3K	QoQ +8.82% (+$39.5K) YoY NEW(+$487.3K)
Parker-Hannifin Corp(PHcusip701094104)	791	QoQ +2.59% (-20) YoY -40.52% (-539)	All Managers (Combined)	$480.7K	QoQ -2.02% (-$9.9K) YoY -34.97% (-$258.5K)
Energy Transfer Lp(ETcusip29273V100)	25.6K	QoQ NEW(+25.6K) YoY NEW(+25.6K)	All Managers (Combined)	$476.2K	QoQ NEW(+$476.2K) YoY NEW(+$476.2K)
T-Mobile Us, Inc.(TMUScusip872590104)	1.8K	QoQ +13.96% (+218) YoY +25.36% (+360)	All Managers (Combined)	$474.4K	QoQ +37.65% (+$129.8K) YoY +104.83% (+$242.8K)