Evoke Wealth, LLC
Investment Portfolio & 13F Holdings Analysis
About
EVOKE WEALTH, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 450 holdings worth $3.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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:
Search and click to pin securities to the top
Page 1 of 23
98149E303
Shares:
6844570(+3.6%)
Value:
$423.6B(+23.4%)
886364603
Shares:
10902610(-1.4%)
Value:
$214.7B(+3.9%)
808524870
Shares:
5558246(+14.3%)
Value:
$149.5B(+19.0%)
33939L407
Shares:
3690983(+13.7%)
Value:
$143.2B(+21.4%)
464287176
Shares:
1097031(-0.4%)
Value:
$121.9B(+3.9%)
464287101
Shares:
425681(-1.8%)
Value:
$115.3B(-7.9%)
464288257
Shares:
822066(-2.9%)
Value:
$95.7B(-3.9%)
464287226
Shares:
764238(-9.1%)
Value:
$75.6B(-7.2%)
25434V104
Shares:
1861542(+7.0%)
Value:
$71.6B(+1.6%)
464288588
Shares:
676187(+2.1%)
Value:
$63.4B(+4.5%)
25434V203
Shares:
2015129(+9.3%)
Value:
$62.9B(+16.9%)
72201R304
Shares:
1074833(-6.0%)
Value:
$58.9B(-1.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip98149E303)✕ | 6.8M | All Managers (Combined) | $423.6M | ||
629.9K | All Managers (Combined) | $354.0M | |||
(cusip886364603)✕ | 10.9M | All Managers (Combined) | $214.7M | ||
563.5K | All Managers (Combined) | $154.9M | |||
(cusip808524870)✕ | 5.6M | All Managers (Combined) | $149.5M | ||
(cusip33939L407)✕ | 3.7M | All Managers (Combined) | $143.2M | ||
(cusip464287176)✕ | 1.1M | All Managers (Combined) | $121.9M | ||
(cusip464287101)✕ | 425.7K | All Managers (Combined) | $115.3M | ||
(cusip464288257)✕ | 822.1K | All Managers (Combined) | $95.7M | ||
1.7M | All Managers (Combined) | $84.0M | |||
Apple Inc.(AAPLcusip037833100) | 362.6K | All Managers (Combined) | $80.5M | ||
148.6K | All Managers (Combined) | $76.4M | |||
(cusip464287226)✕ | 764.2K | All Managers (Combined) | $75.6M | ||
(cusip25434V104)✕ | 1.9M | All Managers (Combined) | $71.6M | ||
120.4K | All Managers (Combined) | $67.5M | |||
379.9K | All Managers (Combined) | $65.6M | |||
Nvidia Corp(NVDAcusip67066G104) | 602.7K | All Managers (Combined) | $65.3M | ||
(cusip464288588)✕ | 676.2K | All Managers (Combined) | $63.4M | ||
(cusip25434V203)✕ | 2.0M | All Managers (Combined) | $62.9M | ||
(cusip72201R304)✕ | 1.1M | All Managers (Combined) | $58.9M |