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
Search and click to pin securities to the top
Page 6 of 23
ADOBE INC.
ADBE|00724F101
Shares:
8213(-9.9%)
Value:
$3.1B(-22.3%)
METTLER TOLEDO INTERNATIONAL INC/
MTD|592688105
Shares:
2567(-11.0%)
Value:
$3.0B(-14.1%)
ServiceNow, Inc.
NOW|81762P102
Shares:
3800(+54.5%)
Value:
$3.0B(+16.1%)
92189F106
GDX|92189F106
Shares:
63932(+40.9%)
Value:
$2.9B(+91.0%)
FACTSET RESEARCH SYSTEMS INC
FDS|303075105
Shares:
6314(-11.8%)
Value:
$2.9B(-16.5%)
EQUIFAX INC
EFX|294429105
Shares:
11708(+1.2%)
Value:
$2.9B(-3.3%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
67573(+49.0%)
Value:
$2.8B(+41.4%)
Nuveen AMT-Free Quality Municipal Income Fund
NEA|670657105
Shares:
247089(+0.0%)
Value:
$2.8B(-0.1%)
Nuveen California Quality Municipal Income Fund
NAC|67066Y105
Shares:
240374(+0.0%)
Value:
$2.7B(+0.2%)
MIDDLEBY Corp
MIDD|596278101
Shares:
17818(-13.5%)
Value:
$2.7B(-3.0%)
464287671
IUSG|464287671
Shares:
21075(+0.0%)
Value:
$2.7B(-8.8%)
Tesla, Inc.
TSLA|88160R101
Shares:
10272(-33.1%)
Value:
$2.7B(-57.0%)
81369Y803
XLK|81369Y803
Shares:
12745(+0.0%)
Value:
$2.6B(-11.2%)
SentinelOne, Inc.
S|81730H109
Shares:
142283(+0.4%)
Value:
$2.6B(-17.8%)
AMGEN INC
AMGN|031162100
Shares:
8267(+4.5%)
Value:
$2.6B(+24.9%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
9558(-0.6%)
Value:
$2.6B(-9.9%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
19375(+2.6%)
Value:
$2.6B(+20.3%)
DoubleLine Income Solutions Fund
DSL|258622109
Shares:
197436(-0.2%)
Value:
$2.5B(+0.1%)
AGNICO EAGLE MINES LTD
AEM|008474108
Shares:
22854(+11.7%)
Value:
$2.5B(+54.9%)
92204A504
VHT|92204A504
Shares:
9277(+0.0%)
Value:
$2.5B(+4.3%)