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 4 of 23
PROCTER & GAMBLE Co
PG|742718109
Shares:
37132(-2.4%)
Value:
$6.3B(-0.8%)
ELI LILLY & Co
LLY|532457108
Shares:
7658(+2.6%)
Value:
$6.3B(+9.7%)
ANALOG DEVICES INC
ADI|032654105
Shares:
31108(-8.5%)
Value:
$6.3B(-13.2%)
CME GROUP INC.
CME|12572Q105
Shares:
22495(-8.8%)
Value:
$6.0B(+1.6%)
852234103
852234103
Shares:
109107(+5.0%)
Value:
$5.9B(-32.9%)
MSCI Inc.
MSCI|55354G100
Shares:
10117(-7.5%)
Value:
$5.7B(-12.8%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
15756(-9.6%)
Value:
$5.5B(-7.1%)
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
81603(-9.4%)
Value:
$5.2B(-16.1%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
54908(-7.2%)
Value:
$5.1B(-4.4%)
921910725
VSGX|921910725
Shares:
86228(+4.1%)
Value:
$5.1B(+8.3%)
AbbVie Inc.
ABBV|00287Y109
Shares:
23874(+6.2%)
Value:
$5.0B(+25.2%)
464287655
IWM|464287655
Shares:
24924(+3.5%)
Value:
$5.0B(-6.5%)
78463X541
78463X541
Shares:
83655(-23.4%)
Value:
$4.5B(-18.1%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
37351(+1.3%)
Value:
$4.4B(+12.0%)
SM Energy Co
SM|78454L100
Shares:
148207(-3.1%)
Value:
$4.4B(-25.1%)
46137V621
46137V621
Shares:
300903(-1.2%)
Value:
$4.3B(-3.1%)
Otis Worldwide Corp
OTIS|68902V107
Shares:
41125(-10.7%)
Value:
$4.2B(-0.5%)
Walt Disney Co
DIS|254687106
Shares:
42153(-0.6%)
Value:
$4.2B(-12.3%)
INTUIT INC.
INTU|461202103
Shares:
6675(-1.2%)
Value:
$4.1B(-3.5%)
Broadcom Inc.
AVGO|11135F101
Shares:
24303(+10.1%)
Value:
$4.1B(-20.5%)