Evoke Wealth, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

450 positions
Manager:
SEC
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Page 17 of 23
KELLANOVA
K|487836108
Shares:
4478(-0.4%)
Value:
$369.4M(+1.4%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
1396(+19.1%)
Value:
$369.2M(+30.8%)
922908652
VXF|922908652
Shares:
2123(+0.0%)
Value:
$365.7M(-9.3%)
Fidelity National Information Services, Inc.
FIS|31620M106
Shares:
4851(-5.1%)
Value:
$362.3M(-12.3%)
Nuveen AMT-Free Municipal Credit Income Fund
NVG|67071L106
Shares:
29000(+0.0%)
Value:
$361.3M(+1.6%)
464287648
IWO|464287648
Shares:
1341(+0.0%)
Value:
$342.7M(-11.2%)
Robinhood Markets, Inc.
HOOD|770700102
Shares:
8176(+15.3%)
Value:
$340.3M(+28.8%)
Elevance Health, Inc.
ELV|036752103
Shares:
781(+27.0%)
Value:
$339.6M(+49.8%)
TARGET CORP
TGT|87612E106
Shares:
3200(-30.3%)
Value:
$334.0M(-46.2%)
Braze, Inc.
BRZE|10576N102
Shares:
9207(+1.8%)
Value:
$332.2M(-12.3%)
COMCAST CORP
CMCSA|20030N101
Shares:
8977(+23.1%)
Value:
$331.3M(+21.0%)
922908512
VOE|922908512
Shares:
2054
Value:
$329.7M
Corteva, Inc.
CTVA|22052L104
Shares:
5234(+0.4%)
Value:
$329.4M(+10.9%)
CINTAS CORP
CTAS|172908105
Shares:
1602(+31.2%)
Value:
$329.3M(+47.6%)
COMFORT SYSTEMS USA INC
FIX|199908104
Shares:
1021(+11.1%)
Value:
$329.1M(-15.6%)
Zoetis Inc.
ZTS|98978V103
Shares:
1998(+14.2%)
Value:
$329.0M(+15.4%)
WELLTOWER INC.
WELL|95040Q104
Shares:
2125(+1.8%)
Value:
$325.5M(+23.7%)
GE Vernova Inc.
GEV|36828A101
Shares:
1052(+23.8%)
Value:
$321.2M(+14.8%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
5198(-5.0%)
Value:
$317.0M(+2.5%)
KLA CORP
KLAC|482480100
Shares:
464(+3.8%)
Value:
$315.2M(+11.8%)