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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Six Flags Entertainment Corporation/NEW

FUN|83001C108

11535(+0.3%)

Value:

$411.5M(-25.7%)

TEXAS INSTRUMENTS INC

TXN|882508104

2281(-13.2%)

Value:

$409.9M(-16.8%)

Palantir Technologies Inc.

PLTR|69608A108

4804(+22.6%)

Value:

$405.5M(+36.9%)

78464A847

7707(-3.3%)

Value:

$394.4M(-9.6%)

Eaton Corp plc

ETN|G29183103

1450(+17.4%)

Value:

$394.0M(-3.9%)

Fox Corp

FOX|35137L204

7370(+0.8%)

Value:

$388.5M(+16.2%)

BOSTON SCIENTIFIC CORP

BSX|101137107

3838(+8.4%)

Value:

$387.2M(+22.4%)

NOVO NORDISK A S

NVO|670100205

5464(+3.8%)

Value:

$385.7M(-14.9%)

37954Y632

10562(+0.0%)

Value:

$384.3M(-5.9%)

ALLSTATE CORP

ALL|020002101

1844(+7.9%)

Value:

$383.7M(+15.9%)

Duke Energy CORP

DUK|26441C204

3131(+22.8%)

Value:

$381.8M(+39.0%)

EDISON INTERNATIONAL

EIX|281020107

6480(+24.8%)

Value:

$381.8M(-7.9%)

MARRIOTT VACATIONS WORLDWIDE Corp

VAC|57164Y107

5906(-7.2%)

Value:

$379.4M(-34.2%)

ASML HOLDING NV

ASML|N07059210

572(+16.0%)

Value:

$378.9M(+11.0%)

Cigna Group

CI|125523100

1145(+10.5%)

Value:

$376.8M(+31.7%)

38964R203

21850(+85.6%)

Value:

$376.3M(+1.5%)

Kenvue Inc.

KVUE|49177J102

15642(-17.1%)

Value:

$375.1M(-6.8%)

KalVista Pharmaceuticals, Inc.

KALV|483497103

32446(+0.3%)

Value:

$374.4M(+36.6%)

PROGRESSIVE CORP/OH/

PGR|743315103

1323(-8.3%)

Value:

$374.4M(+8.4%)

HONEYWELL INTERNATIONAL INC

HON|438516106

1761(-24.8%)

Value:

$372.9M(-29.6%)

Instrument	Shares		Other Manager	Value
Six Flags Entertainment Corporation/New(FUNcusip83001C108)	11.5K	QoQ +0.31% (-36) YoY NEW(+11.5K)	All Managers (Combined)	$411.5K	QoQ -25.74% (-$142.7K) YoY NEW(+$411.5K)
Texas Instruments Inc(TXNcusip882508104)	2.3K	QoQ -13.23% (-348) YoY +24.10% (+443)	All Managers (Combined)	$409.9K	QoQ -16.83% (-$83.0K) YoY +27.99% (+$89.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	4.8K	QoQ +22.64% (+887) YoY NEW(+4.8K)	All Managers (Combined)	$405.5K	QoQ +36.86% (+$109.2K) YoY NEW(+$405.5K)
(cusip78464A847)✕	7.7K	QoQ -3.34% (-267) YoY 0.00% (-0)	All Managers (Combined)	$394.4K	QoQ -9.55% (-$41.7K) YoY -4.04% (-$16.6K)
Eaton Corp Plc(ETNcusipG29183103)	1.4K	QoQ +17.40% (-215) YoY +58.64% (+536)	All Managers (Combined)	$394.0K	QoQ -3.87% (-$15.9K) YoY +37.84% (+$108.2K)
Fox Corp(FOXcusip35137L204)	7.4K	QoQ +0.82% (+60) YoY +3.40% (+243)	All Managers (Combined)	$388.5K	QoQ +16.18% (+$54.1K) YoY +90.45% (+$184.5K)
Boston Scientific Corp(BSXcusip101137107)	3.8K	QoQ +8.38% (+297) YoY NEW(+3.8K)	All Managers (Combined)	$387.2K	QoQ +22.41% (+$70.9K) YoY NEW(+$387.2K)
Novo Nordisk A S(NVOcusip670100205)	5.5K	QoQ +3.75% (-198) YoY +20.96% (-947)	All Managers (Combined)	$385.7K	QoQ -14.86% (-$67.3K) YoY -33.98% (-$198.5K)
(cusip37954Y632)✕	10.6K	QoQ 0.00% (-0) YoY NEW(+10.6K)	All Managers (Combined)	$384.3K	QoQ -5.87% (-$24.0K) YoY NEW(+$384.3K)
Allstate Corp(ALLcusip020002101)	1.8K	QoQ +7.89% (+135) YoY -0.53% (-10)	All Managers (Combined)	$383.7K	QoQ +15.90% (+$52.6K) YoY +19.01% (-$61.3K)
Duke Energy Corp(DUKcusip26441C204)	3.1K	QoQ +22.78% (+581) YoY +24.19% (+610)	All Managers (Combined)	$381.8K	QoQ +38.97% (+$107.1K) YoY +56.59% (+$138.0K)
Edison International(EIXcusip281020107)	6.5K	QoQ +24.80% (-1.3K) YoY +30.64% (+1.5K)	All Managers (Combined)	$381.8K	QoQ -7.89% (-$32.7K) YoY +7.61% (+$27.0K)
Marriott Vacations Worldwide Corp(VACcusip57164Y107)	5.9K	QoQ -7.24% (-461) YoY NEW(+5.9K)	All Managers (Combined)	$379.4K	QoQ -34.22% (-$197.4K) YoY NEW(+$379.4K)
Asml Holding Nv(ASMLcusipN07059210)	572	QoQ +16.02% (+79) YoY +40.19% (-164)	All Managers (Combined)	$378.9K	QoQ +10.97% (+$37.5K) YoY -4.37% (-$17.4K)
Cigna Group(CIcusip125523100)	1.1K	QoQ +10.52% (+109) YoY +11.70% (+120)	All Managers (Combined)	$376.8K	QoQ +31.71% (+$90.7K) YoY +1.19% (+$4.4K)
(cusip38964R203)✕	21.9K	QoQ +85.59% (+10.1K) YoY NEW(+21.9K)	All Managers (Combined)	$376.3K	QoQ +1.49% (+$5.5K) YoY NEW(+$376.3K)
Kenvue Inc.(KVUEcusip49177J102)	15.6K	QoQ -17.07% (-3.2K) YoY -49.21% (-15.2K)	All Managers (Combined)	$375.1K	QoQ -6.85% (-$27.6K) YoY -43.25% (-$285.9K)
Kalvista Pharmaceuticals, Inc.(KALVcusip483497103)	32.4K	QoQ +0.25% (+83) YoY NEW(+32.4K)	All Managers (Combined)	$374.4K	QoQ +36.59% (+$100.3K) YoY NEW(+$374.4K)
Progressive Corp/Oh/(PGRcusip743315103)	1.3K	QoQ -8.25% (-119) YoY +21.48% (+234)	All Managers (Combined)	$374.4K	QoQ +8.38% (-$29.0K) YoY +66.29% (+$149.3K)
Honeywell International Inc(HONcusip438516106)	1.8K	QoQ -24.83% (-582) YoY -18.66% (-404)	All Managers (Combined)	$372.9K	QoQ -29.56% (-$156.5K) YoY -16.08% (-$71.5K)