Evoke Wealth, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified372 identified78 unidentified
Holdings
450 positions
Manager:
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Page 18 of 23
85207H104
Shares:
13000(+0.0%)
Value:
$312.8M(+19.5%)
92204A801
Shares:
1573(+0.0%)
Value:
$297.0M(+0.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
613 | QoQ NEW(+613) YoY NEW(+613) | All Managers (Combined) | $313.9K | QoQ NEW(+$313.9K) YoY NEW(+$313.9K) | |
(cusip85207H104)✕ | 13.0K | All Managers (Combined) | $312.8K | ||
1.4K | QoQ -2.51% (-37) | All Managers (Combined) | $312.3K | ||
924 | QoQ NEW(+924) YoY NEW(+924) | All Managers (Combined) | $311.3K | QoQ NEW(+$311.3K) YoY NEW(+$311.3K) | |
3.8K | YoY NEW(+3.8K) | All Managers (Combined) | $307.5K | YoY NEW(+$307.5K) | |
Citigroup Inc(Ccusip172967424) | 4.3K | YoY NEW(+4.3K) | All Managers (Combined) | $307.2K | YoY NEW(+$307.2K) |
Zscaler, Inc.(ZScusip98980G102) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $304.6K | YoY NEW(+$304.6K) |
212 | QoQ NEW(+212) YoY NEW(+212) | All Managers (Combined) | $303.7K | QoQ NEW(+$303.7K) YoY NEW(+$303.7K) | |
2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $303.3K | QoQ NEW(+$303.3K) YoY NEW(+$303.3K) | |
626 | QoQ +13.40% (+74)YoY NEW(+626) | All Managers (Combined) | $303.2K | YoY NEW(+$303.2K) | |
839 | QoQ 0.00% (-0) | All Managers (Combined) | $303.0K | ||
2.8K | All Managers (Combined) | $302.8K | |||
6.9K | All Managers (Combined) | $301.3K | |||
48.7K | QoQ 0.00% (-0) | All Managers (Combined) | $299.4K | ||
(cusip92204A801)✕ | 1.6K | All Managers (Combined) | $297.0K | ||
8.7K | YoY NEW(+8.7K) | All Managers (Combined) | $296.5K | YoY NEW(+$296.5K) | |
2.2K | QoQ 0.00% (+0)YoY NEW(+2.2K) | All Managers (Combined) | $295.4K | YoY NEW(+$295.4K) | |
2.0K | All Managers (Combined) | $294.6K | |||
Textron Inc(TXTcusip883203101) | 4.1K | QoQ -1.49% (-62)YoY NEW(+4.1K) | All Managers (Combined) | $294.6K | YoY NEW(+$294.6K) |
Medtronic Plc(MDTcusipG5960L103) | 3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $293.7K | YoY NEW(+$293.7K) |