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CIK: 0001793432
Total reported value
$1.6M
$1.6M
400 檔
73346.3%
At the close of Q1 2024, Evoke Wealth, LLC disclosed equity holdings valued at approximately $1.6M, spread across 400 reported holdings.
In Q1 2024, Evoke Wealth, LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 24 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, GLDM, RPAR) accounted for 73346.3% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 400 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.67% | -8.24% | EXIT | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 8.17% | -12.44% | EXIT | |
| 3 | RPAR | Rpar Risk Parity ETF | ETF-Other | 7.68% | +28.88% | -40.35% | |
| 4 | GUNR | Flexshares Global Upstream N | ETF-Other | 4.18% | -4.81% | EXIT | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.10% | -4.97% | EXIT | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.87% | -2.07% | EXIT | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.85% | +11.74% | -8.72% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.28% | -2.31% | EXIT | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.86% | -1.98% | EXIT | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.74% | -1.09% | EXIT | |
| 11 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 2.34% | -0.49% | EXIT | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.04% | -2.60% | EXIT | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.99% | -1.49% | EXIT | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | -1.92% | EXIT | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.78% | -1.29% | EXIT | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.76% | -1.51% | EXIT | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.58% | -1.20% | EXIT | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.44% | -2.06% | EXIT | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.40% | -2.05% | EXIT | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.83% | EXIT | |
| 21 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.30% | -1.03% | EXIT | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.24% | -0.94% | EXIT | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.23% | -1.03% | EXIT | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.23% | +21.21% | +3.86% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.31% | EXIT | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.14% | -1.83% | EXIT | |
| 27 | UPAR | Ultra Risk Parity ETF | ETF-Other | 1.06% | -0.74% | EXIT | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.95% | -0.16% | EXIT | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.94% | -0.71% | EXIT | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.88% | -1.30% | EXIT | |
| 31 | VONE | Vanguard Russell 1000 | ETF-Other | 0.80% | -0.48% | EXIT | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | -1.25% | EXIT | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.59% | -2.07% | EXIT | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.57% | -0.06% | EXIT | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.66% | EXIT | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.14% | EXIT | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.41% | -0.28% | EXIT | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.29% | EXIT | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +24.57% | +33.11% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.33% | -0.42% | EXIT | |
| 41 | MCO | Moody's CORP | Stock-Financials | 0.31% | -0.12% | EXIT | |
| 42 | AZO | Autozone Inc | Stock-Consumer Disc | 0.31% | -0.11% | EXIT | |
| 43 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.30% | -0.13% | EXIT | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | -0.08% | EXIT | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.29% | -0.33% | EXIT | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | -0.11% | EXIT | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.25% | -0.12% | EXIT | |
| 48 | LIN | Linde plc | Stock-Materials | 0.24% | -0.10% | EXIT | |
| 49 | SM | Sm Energy Co | Stock-Energy | 0.24% | -0.05% | EXIT | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.24% | -0.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +3.8% | +7.88% | Add |
| 2 | GLDM | Spdr Gold Minishares Trust | +2.6% | -1.45% | Trim |
| 3 | OEF | Ishares S&p 100 ETF | +1.1% | -3.47% | Trim |
| 4 | ACWI | Ishares Msci Acwi ETF | +0.9% | -2.07% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | -1.14% | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.6% | +3.57% | Add |
| 7 | DFAU | Dimensional US Core Equity M | +0.6% | +7.51% | Add |
| 8 | SCHP | Schwab U.s. Tips ETF | +0.5% | -16.97% | Trim |
| 9 | LTPZ | Pimco 15+ Yr US Tips Indx | +0.4% | -9.34% | Trim |
| 10 | VOO | Vanguard S&p 500 ETF | +0.4% | -15.78% | Trim |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.4% | -15.12% | Trim |
| 12 | VT | Vanguard Tot World Stk ETF | +0.2% | -21.15% | Trim |
| 13 | NVDA | Nvidia CORP | +0.2% | +33.11% | Add |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -23.11% | Trim |
| 15 | UPAR | Ultra Risk Parity ETF | +0.1% | -22.03% | Trim |
| 16 | VGIT | Vanguard Intermediate-term T | 0% | -34.48% | Trim |
| 17 | GLD | Spdr Gold Shares | -0.1% | -46.39% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | -0.1% | -58.85% | Trim |
| 19 | MCD | Mcdonald's CORP | -0.1% | -68.08% | Trim |
| 20 | APH | Amphenol Corp-cl A | -0.1% | EXIT | Sold out |
| 21 | VICI | Vici Properties Inc | -0.1% | EXIT | Sold out |
| 22 | ADBE | Adobe Inc | -0.1% | -50.75% | Trim |
| 23 | MPWR | Monolithic Power Systems Inc | -0.1% | EXIT | Sold out |
| 24 | DOC | Healthpeak Properties Inc | -0.1% | EXIT | Sold out |
| 25 | POOL | Pool CORP | -0.1% | EXIT | Sold out |
| 26 | ENSG | Ensign Group Inc/the | -0.1% | EXIT | Sold out |
| 27 | MANH | Manhattan Associates Inc | -0.1% | EXIT | Sold out |
| 28 | GWRE | Guidewire Software Inc | -0.1% | EXIT | Sold out |
| 29 | INVH | Invitation Homes Inc | -0.1% | EXIT | Sold out |
| 30 | UDR | Udr Inc | -0.1% | EXIT | Sold out |
| 31 | SAIA | Saia Inc | -0.1% | EXIT | Sold out |
| 32 | SPG | Simon Property Group Inc | -0.1% | EXIT | Sold out |
| 33 | ORLY | O'reilly Automotive Inc | -0.1% | EXIT | Sold out |
| 34 | SUI | Sun Communities Inc | -0.1% | EXIT | Sold out |
| 35 | EQR | Equity Residential | -0.1% | -96.92% | Trim |
| 36 | FIVE | Five Below | -0.1% | EXIT | Sold out |
| 37 | RBC | RBC Bearings Inc | -0.1% | EXIT | Sold out |
| 38 | VTR | Ventas Inc | -0.2% | EXIT | Sold out |
| 39 | PSA | Public Storage | -0.2% | -87.47% | Trim |
| 40 | O | Realty Income CORP | -0.2% | EXIT | Sold out |
| 41 | TREX | Trex Company Inc | -0.2% | EXIT | Sold out |
| 42 | DLR | Digital Realty Trust Inc | -0.2% | EXIT | Sold out |
| 43 | WST | West Pharmaceutical Services | -0.2% | EXIT | Sold out |
| 44 | WELL | Welltower Inc | -0.2% | EXIT | Sold out |
| 45 | EXR | Extra Space Storage Inc | -0.2% | EXIT | Sold out |
| 46 | IAU | Ishares Gold Trust | -0.2% | -60.56% | Trim |
| 47 | EQIX | Equinix Inc | -0.3% | EXIT | Sold out |
| 48 | PLD | Prologis Inc | -0.4% | -98.58% | Trim |
| 49 | RPAR | Rpar Risk Parity ETF | -1.6% | -40.35% | Trim |
| 50 | VIG | Vanguard Dividend Apprec ETF | -10.2% | -94.27% | Trim |
According to official SEC Form 13F filings, Evoke Wealth, LLC reported a total U.S. public equity portfolio value of $1.6M across 400 disclosed positions in Q1 2024.
During Q1 2024, Evoke Wealth, LLC's top holdings by market value included IVV (9.7%)、GLDM (8.2%)、RPAR (7.7%). The largest single position, IVV, represented 9.7% of total portfolio value.
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Top Position Liquidated / Trimmed
EQIX
前期市值: $14.9M
In Q1 2024, Evoke Wealth, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 22 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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