Evoke Wealth, LLC
CIK Number: 0001793432
Main Sectors:
Top Industries:
Filing Date: May 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLDM | SPDR Gold MiniS... | 66.08 | -0.62% | 6.84M | +3.64% | 423.61M | 52.47 | 11.05% | Share |
| 2 | IVV | iShares Core S&... | 648.15 | +0.01% | 629.94K | +1.17% | 353.96M | 576.52 | 9.24% | Share |
| 3 | RPAR | RPAR Risk Parit... | 20.13 | -0.72% | 10.9M | -1.4% | 214.67M | 20.61 | 5.60% | Share |
| 4 | VTI | Vanguard Total ... | 317.25 | -0.13% | 563.45K | +2.52% | 154.86M | 283.13 | 4.04% | Share |
| 5 | SCHP | Schwab U.S. TIP... | 26.70 | -0.26% | 5.56M | +14.35% | 149.46M | 26.83 | 3.90% | Share |
| 6 | GUNR | FlexShares Morn... | 41.37 | -0.8% | 3.69M | +13.73% | 143.25M | 40.96 | 3.74% | Share |
| 7 | TIP | iShares TIPS Bo... | 110.27 | -0.28% | 1.1M | -0.36% | 121.87M | 110.47 | 3.18% | Share |
| 8 | OEF | iShares S&P 100... | 320.97 | +0.14% | 425.68K | -1.8% | 115.29M | 276.76 | 3.01% | Share |
| 9 | ACWI | iShares MSCI AC... | 133.35 | -0.16% | 822.07K | -2.94% | 95.68M | 119.55 | 2.50% | Share |
| 10 | VEA | Vanguard Develo... | 58.60 | -0.18% | 1.65M | +6.46% | 84.02M | 52.47 | 2.19% | Share |
| 11 | AAPL | Apple Inc. | 232.81 | -0.22% | 362.56K | +40.88% | 80.54M | 229.28 | 2.10% | Share |
| 12 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 148.6K | +2.84% | 76.36M | 527.54 | 1.99% | Share |
| 13 | AGG | iShares Core U.... | 99.10 | -0.27% | 764.24K | -9.08% | 75.6M | 101.25 | 1.97% | Share |
| 14 | DFAU | Dimensional US ... | 44.28 | -0.14% | 1.86M | +7.00% | 71.56M | 39.66 | 1.87% | Share |
| 15 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 120.37K | -3.45% | 67.54M | 573.78 | 1.76% | Share |
| 16 | VTV | Vanguard Value ... | 180.44 | -0.2% | 379.92K | -4.03% | 65.63M | 174.39 | 1.71% | Share |
| 17 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 602.72K | +294.88% | 65.33M | 111.41 | 1.70% | Share |
| 18 | MBB | iShares MBS ETF | 93.62 | -0.34% | 676.19K | +2.15% | 63.41M | 95.65 | 1.65% | Share |
| 19 | DFAI | Dimensional Int... | 35.58 | -0.15% | 2.02M | +9.35% | 62.93M | 31.56 | 1.64% | Share |
| 20 | LTPZ | PIMCO 15+ Year ... | 51.77 | -0.8% | 1.07M | -6.01% | 58.94M | 57.75 | 1.54% | Share |
| 21 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 1.26M | +13.74% | 57.23M | 47 | 1.49% | Share |
| 22 | VT | Vanguard Total ... | 133.34 | -0.27% | 488.13K | -2.65% | 56.6M | 119.49 | 1.48% | Share |
| 23 | VTIP | Vanguard Short-... | 50.31 | -0.06% | 932.7K | +14.13% | 46.54M | 48.98 | 1.21% | Share |
| 24 | IVE | iShares S&P 500... | 202.03 | -0.1% | 242.32K | +2.97% | 46.18M | 196.77 | 1.21% | Share |
| 25 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 116.71K | +8.40% | 43.81M | 425.9 | 1.14% | Share |
| 26 | DFAE | Dimensional Eme... | 29.97 | -1.09% | 1.6M | +19.63% | 41.39M | 27.12 | 1.08% | Share |
| 27 | VTWO | Vanguard Russel... | 92.26 | -1.32% | 499.76K | +2.77% | 40.31M | 88.9 | 1.05% | Share |
| 28 | UPAR | UPAR Ultra Risk... | 14.14 | -1.12% | 2.85M | +8.37% | 39.4M | 14.41 | 1.03% | Share |
| 29 | EMXC | iShares MSCI Em... | 64.37 | -0.91% | 683.36K | -0.88% | 37.65M | 61.11 | 0.98% | Share |
| 30 | VIG | Vanguard Divide... | 210.08 | +0.06% | 167.8K | +2.47% | 32.55M | 197.45 | 0.85% | Share |
| 31 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 183.13K | +46.13% | 28.32M | 162.31 | 0.74% | Share |
| 32 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 133.85K | +11.54% | 25.47M | 186.96 | 0.66% | Share |
| 33 | VONE | Vanguard Russel... | 292.81 | -0.1% | 96.85K | +0.74% | 24.59M | 259.44 | 0.64% | Share |
| 34 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 249.34K | -15.46% | 22.7M | 98.1 | 0.59% | Share |
| 35 | STIP | iShares 0-5 Yea... | 103.11 | -0.07% | 208.13K | +516.44% | 21.54M | 103.07 | 0.56% | Share |
| 36 | MA | Mastercard Inco... | 583.65 | +0.99% | 34.73K | +13.76% | 19.04M | 500.37 | 0.50% | Share |
| 37 | KKR | KKR & Co. Inc. | 146.08 | -0.94% | 156.97K | +2.97K% | 18.15M | 116.16 | 0.47% | Share |
| 38 | DOCS | Doximity, Inc. | 63.55 | -0.73% | 282.52K | +17.70% | 16.39M | 45.74 | 0.43% | Share |
| 39 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 104.77K | +256.83% | 16.37M | 159.77 | 0.43% | Share |
| 40 | VGIT | Vanguard Interm... | 59.64 | -0.22% | 270.07K | +2.17% | 16.04M | 60.31 | 0.42% | Share |
| 41 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 52.93K | -4.7% | 15.25M | 243.02 | 0.40% | Share |
| 42 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 207.7K | 0.00% | 12.25M | 49.7 | 0.32% | Share |
| 43 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 73.36K | -6.95% | 12.17M | 162.06 | 0.32% | Share |
| 44 | ESGV | Vanguard ESG U.... | 114.60 | +0.03% | 115.47K | +3.07% | 11.31M | 80.55 | 0.30% | Share |
| 45 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 20.01K | +4.52% | 10.66M | 443.38 | 0.28% | Share |
| 46 | MCO | Moody's Corpora... | 521.46 | +0.06% | 22.83K | -10.75% | 10.63M | 474.59 | 0.28% | Share |
| 47 | AZO | AutoZone, Inc. | 3998.08 | -0.95% | 2.78K | -11.75% | 10.6M | 3150.04 | 0.28% | Share |
| 48 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 22.21K | +21.42% | 10.43M | 481.17 | 0.27% | Share |
| 49 | META | Meta Platforms,... | 781.96 | +0.24% | 17.68K | -64.47% | 10.19M | 571.06 | 0.27% | Share |
| 50 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 18.16K | -7.46% | 9.51M | 584.68 | 0.25% | Share |
| 51 | TJX | The TJX Compani... | 132.95 | -0.86% | 67.88K | -7.55% | 8.27M | 117.54 | 0.22% | Share |
| 52 | V | Visa Inc. | 345.40 | +0.83% | 21.79K | +54.54% | 7.64M | 303.14 | 0.20% | Share |
| 53 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 54.14K | -7.06% | 7.57M | 170.35 | 0.20% | Share |
| 54 | VNQ | Vanguard Real E... | 89.16 | -0.71% | 78.77K | +88.79% | 7.13M | 94.18 | 0.19% | Share |
| 55 | LIN | Linde plc | 477.49 | +0.39% | 15.24K | -9.64% | 7.1M | 476.86 | 0.19% | Share |
| 56 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 28.58K | +2.65% | 7.01M | 212.81 | 0.18% | Share |
| 57 | IWR | iShares Russell... | 94.44 | -0.87% | 80.48K | -8.25% | 6.85M | 87.97 | 0.18% | Share |
| 58 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 45.29K | -10.55% | 6.79M | 170.05 | 0.18% | Share |
| 59 | CVX | Chevron Corpora... | 155.20 | -0.43% | 39.09K | -10.48% | 6.54M | 147.13 | 0.17% | Share |
| 60 | LOW | Lowe's Companie... | 253.05 | -1.24% | 27.32K | -8.91% | 6.37M | 270.85 | 0.17% | Share |
| 61 | PG | The Procter & G... | 153.70 | -1.1% | 37.13K | -2.38% | 6.33M | 172.54 | 0.17% | Share |
| 62 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 7.66K | +2.57% | 6.32M | 881.3 | 0.17% | Share |
| 63 | ADI | Analog Devices,... | 236.13 | -0.63% | 31.11K | -8.51% | 6.27M | 230.17 | 0.16% | Share |
| 64 | CME | CME Group Inc. | 274.71 | +0.29% | 22.5K | -8.83% | 5.97M | 220.7 | 0.16% | Share |
| 65 | XYZ | Block, Inc. | 76.02 | -1.21% | 109.11K | +5.04% | 5.93M | 66.52 | 0.15% | Share |
| 66 | MSCI | MSCI Inc. | 565.92 | -0.27% | 10.12K | -7.47% | 5.72M | 582.93 | 0.15% | Share |
| 67 | SHW | The Sherwin-Wil... | 365.43 | -0.92% | 15.76K | -9.6% | 5.5M | 381.67 | 0.14% | Share |
| 68 | CARR | Carrier Global ... | 65.76 | -1.92% | 81.6K | -9.42% | 5.17M | 80.49 | 0.14% | Share |
| 69 | CL | Colgate-Palmoli... | 84.62 | -1.99% | 54.91K | -7.23% | 5.14M | 103.81 | 0.13% | Share |
| 70 | VSGX | Vanguard ESG In... | 67.49 | -0.37% | 86.23K | +4.12% | 5.09M | 53.49 | 0.13% | Share |
| 71 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 23.87K | +6.19% | 5M | 196.06 | 0.13% | Share |
| 72 | IWM | iShares Russell... | 228.20 | -1.31% | 24.92K | +3.53% | 4.97M | 219.55 | 0.13% | Share |
| 73 | GNR | SPDR S&P Global... | 55.88 | -1.03% | 83.66K | -23.44% | 4.45M | 51.81 | 0.12% | Share |
| 74 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 37.35K | +1.33% | 4.44M | 117.24 | 0.12% | Share |
| 75 | SM | SM Energy Compa... | 26.73 | -1.16% | 148.21K | -3.09% | 4.44M | 39.97 | 0.12% | Share |
| 76 | PGF | Invesco Financi... | 14.44 | -0.28% | 300.9K | -1.25% | 4.3M | 15.62 | 0.11% | Share |
| 77 | OTIS | Otis Worldwide ... | 87.56 | -1.87% | 41.13K | -10.69% | 4.24M | 103.94 | 0.11% | Share |
| 78 | DIS | The Walt Disney... | 116.33 | -0.27% | 42.15K | -0.61% | 4.16M | 96.19 | 0.11% | Share |
| 79 | INTU | Intuit Inc. | 710.55 | -0.16% | 6.67K | -1.17% | 4.1M | 621.13 | 0.11% | Share |
| 80 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 24.3K | +10.06% | 4.07M | 191.46 | 0.11% | Share |
| 81 | VUG | Vanguard Growth... | 463.54 | +0.15% | 10.87K | +5.95% | 4.03M | 398.32 | 0.11% | Share |
| 82 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 23.14K | +0.07% | 4.01M | 172 | 0.10% | Share |
| 83 | SLV | iShares Silver ... | 34.51 | -1.4% | 128.54K | +13.65% | 3.98M | 28.5 | 0.10% | Share |
| 84 | SNOW | Snowflake Inc. | 194.85 | -1.02% | 26.26K | +3.66% | 3.84M | 115.96 | 0.10% | Share |
| 85 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 4.09K | -1.25% | 3.82M | 711.29 | 0.10% | Share |
| 86 | PEY | Invesco High Yi... | 21.22 | -0.61% | 171.36K | 0.00% | 3.68M | 21.8 | 0.10% | Share |
| 87 | GGG | Graco Inc. | 85.26 | -2.58% | 43.82K | -9.85% | 3.66M | 87.51 | 0.10% | Share |
| 88 | AGI | Alamos Gold Inc... | 25.41 | -0.86% | 136.79K | +7.63% | 3.66M | 19.97 | 0.10% | Share |
| 89 | GS | The Goldman Sac... | 746.99 | +0.31% | 6.63K | -0.62% | 3.62M | 497.78 | 0.09% | Share |
| 90 | COP | ConocoPhillips | 95.63 | -0.26% | 34.31K | +3.39% | 3.6M | 105.09 | 0.09% | Share |
| 91 | IWB | iShares Russell... | 354.15 | -0.03% | 11.73K | 0.00% | 3.6M | 314.39 | 0.09% | Share |
| 92 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 57.39K | +284.16% | 3.56M | 61.9 | 0.09% | Share |
| 93 | DFIV | Dimensional Int... | 45.24 | -0.02% | 88.87K | +573.49% | 3.5M | 39.17 | 0.09% | Share |
| 94 | BDX | Becton, Dickins... | 195.03 | -0.48% | 15.14K | -9.18% | 3.47M | 241.1 | 0.09% | Share |
| 95 | ESGE | iShares ESG Awa... | 40.53 | -1.24% | 98.81K | +0.02% | 3.45M | 33.82 | 0.09% | Share |
| 96 | LINE | Lineage, Inc. | 40.22 | -2.62% | 58.3K | +100.00% | 3.45M | 58.63 | 0.09% | Share |
| 97 | EDV | Vanguard Extend... | 65.41 | -1.15% | 47.52K | +42.85% | 3.38M | 77.11 | 0.09% | Share |
| 98 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 21.59K | +2.47% | 3.32M | 150.5 | 0.09% | Share |
| 99 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 12.53K | +13.82% | 3.24M | 263.25 | 0.08% | Share |
| 100 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 4 | 0.00% | 3.19M | 662457.75 | 0.08% | Share |
| 101 | ADBE | Adobe Inc. | 348.58 | -0.71% | 8.21K | -9.95% | 3.15M | 517.78 | 0.08% | Share |
| 102 | MTD | Mettler-Toledo ... | 1314.16 | -0.75% | 2.57K | -11.02% | 3.03M | 1499.7 | 0.08% | Share |
| 103 | NOW | ServiceNow, Inc... | 850.65 | -1.42% | 3.8K | +54.53% | 3.03M | 861.38 | 0.08% | Share |
| 104 | GDX | VanEck Gold Min... | 57.70 | -0.63% | 63.93K | +40.92% | 2.94M | 41.61 | 0.08% | Share |
| 105 | FDS | FactSet Researc... | 374.77 | -0.38% | 6.31K | -11.83% | 2.87M | 459.85 | 0.07% | Share |
| 106 | EFX | Equifax Inc. | 248.02 | -2.08% | 11.71K | +1.18% | 2.85M | 292.56 | 0.07% | Share |
| 107 | BAC | Bank of America... | 47.70 | +0.97% | 67.57K | +48.97% | 2.82M | 41.03 | 0.07% | Share |
| 108 | MIDD | The Middleby Co... | 134.23 | -2.72% | 17.82K | -13.55% | 2.71M | 139.13 | 0.07% | Share |
| 109 | IUSG | iShares Core S&... | 158.04 | +0.04% | 21.07K | 0.00% | 2.68M | 129.84 | 0.07% | Share |
| 110 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 10.27K | -33.07% | 2.66M | 279.37 | 0.07% | Share |
| 111 | XLK | Technology Sele... | 267.74 | -0.21% | 12.74K | 0.00% | 2.63M | 225.76 | 0.07% | Share |
| 112 | S | SentinelOne, In... | 16.57 | -3.61% | 142.28K | +0.43% | 2.59M | 23.9 | 0.07% | Share |
| 113 | AMGN | Amgen Inc. | 290.28 | +0.33% | 8.27K | +4.47% | 2.58M | 321.75 | 0.07% | Share |
| 114 | AXP | American Expres... | 307.72 | +0.28% | 9.56K | -0.63% | 2.57M | 271.32 | 0.07% | Share |
| 115 | ABT | Abbott Laborato... | 129.32 | -0.06% | 19.38K | +2.57% | 2.57M | 114.34 | 0.07% | Share |
| 116 | AEM | Agnico Eagle Mi... | 132.74 | -0.71% | 22.85K | +11.73% | 2.48M | 83.24 | 0.06% | Share |
| 117 | VHT | Vanguard Health... | 248.84 | +0.49% | 9.28K | 0.00% | 2.46M | 282.2 | 0.06% | Share |
| 118 | ITOT | iShares Core S&... | 140.91 | -0.11% | 19.5K | 0.00% | 2.38M | 125.82 | 0.06% | Share |
| 119 | SCHV | Schwab U.S. Lar... | 28.36 | -0.3% | 88.29K | 0.00% | 2.35M | 23.37 | 0.06% | Share |
| 120 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 4.55K | +3.84% | 2.31M | 515.63 | 0.06% | Share |
| 121 | UNP | Union Pacific C... | 221.35 | -0.82% | 9.74K | +0.71% | 2.3M | 246.23 | 0.06% | Share |
| 122 | VGT | Vanguard Inform... | 704.44 | -0.4% | 4.19K | 0.00% | 2.27M | 586.52 | 0.06% | Share |
| 123 | NKE | NIKE, Inc. | 76.39 | -1.04% | 35.56K | -10.25% | 2.27M | 88.4 | 0.06% | Share |
| 124 | MCD | McDonald's Corp... | 308.84 | +1.24% | 7.26K | -2.59% | 2.27M | 295.15 | 0.06% | Share |
| 125 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 35.94K | +1.59% | 2.22M | 53.71 | 0.06% | Share |
| 126 | FI | Fiserv, Inc. | 134.58 | +0.22% | 9.73K | +3.93% | 2.15M | 182.94 | 0.06% | Share |
| 127 | PAVE | Global X U.S. I... | 46.42 | -1.45% | 55.93K | +10.87% | 2.11M | 28.12 | 0.06% | Share |
| 128 | WMT | Walmart Inc. | 100.84 | -0.15% | 23.72K | +4.53% | 2.09M | 81.97 | 0.05% | Share |
| 129 | NLY | Annaly Capital ... | 20.82 | -0.19% | 96.72K | +0.19% | 2.03M | 20.07 | 0.05% | Share |
| 130 | DVY | iShares Select ... | 138.75 | -0.41% | 15.05K | +10.33% | 2.02M | 135 | 0.05% | Share |
| 131 | BSV | Vanguard Short-... | 78.63 | -0.12% | 25.27K | +173.48% | 1.98M | 79.86 | 0.05% | Share |
| 132 | COST | Costco Wholesal... | 975.42 | -0.35% | 2.07K | +5.45% | 1.96M | 892.4 | 0.05% | Share |
| 133 | IJH | iShares Core S&... | 63.85 | -1.31% | 32.59K | +0.74% | 1.9M | 62.29 | 0.05% | Share |
| 134 | WM | Waste Managemen... | 225.97 | -1.71% | 8.15K | -0.55% | 1.89M | 207.57 | 0.05% | Share |
| 135 | ADP | Automatic Data ... | 301.52 | -1.12% | 6.13K | +3.98% | 1.88M | 277.95 | 0.05% | Share |
| 136 | MMM | 3M Company | 156.66 | -2.21% | 12.63K | +3.48% | 1.85M | 112.53 | 0.05% | Share |
| 137 | SYK | Stryker Corpora... | 378.47 | -0.13% | 4.95K | -1.73% | 1.85M | 361.26 | 0.05% | Share |
| 138 | XLV | Health Care Sel... | 133.94 | +0.49% | 12.35K | -1.08% | 1.8M | 154.02 | 0.05% | Share |
| 139 | SRE | Sempra | 81.89 | -0.4% | 24.99K | -8.18% | 1.8M | 78.06 | 0.05% | Share |
| 140 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 81.38K | +42.68% | 1.8M | 22.46 | 0.05% | Share |
| 141 | VGSH | Vanguard Short-... | 58.65 | -0.1% | 30.36K | +39.95% | 1.78M | 58.33 | 0.05% | Share |
| 142 | RTX | RTX Corporation | 155.06 | -0.42% | 13.13K | -6.83% | 1.74M | 121.11 | 0.05% | Share |
| 143 | DHR | Danaher Corpora... | 210.15 | +0.48% | 8.39K | +2.98% | 1.72M | 275.91 | 0.04% | Share |
| 144 | XLF | Financial Selec... | 53.01 | +0.47% | 32.87K | +3.17% | 1.64M | 45.71 | 0.04% | Share |
| 145 | BA | The Boeing Comp... | 233.18 | -0.08% | 9.57K | +2.67% | 1.63M | 153.71 | 0.04% | Share |
| 146 | BIIB | Biogen Inc. | 134.95 | -0.18% | 11.83K | +2.26% | 1.62M | 211.62 | 0.04% | Share |
| 147 | MRK | Merck & Co., In... | 82.74 | +0.04% | 17.75K | -1.54% | 1.61M | 110.2 | 0.04% | Share |
| 148 | IBIT | iShares Bitcoin... | 67.03 | -4.02% | 33.73K | +27.45% | 1.58M | 51.71 | 0.04% | Share |
| 149 | VYM | Vanguard High D... | 137.35 | -0.17% | 12.16K | +0.35% | 1.57M | 128.2 | 0.04% | Share |
| 150 | ACN | Accenture plc | 246.13 | +0.18% | 4.96K | -2.54% | 1.55M | 353.46 | 0.04% | Share |