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CIK: 0001793432
Total reported value
$1.6M
$1.6M
417 檔
82103.3%
In Q3 2024, Evoke Wealth, LLC's U.S. equity holdings reached a combined market value of $1.6M, distributed across 417 disclosed stock positions.
In Q3 2024, Evoke Wealth, LLC displayed an active expansion posture, initiating 32 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, GLDM, RPAR) accounted for 82103.3% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 417 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.90% | -8.24% | EXIT | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 9.28% | -12.44% | EXIT | |
| 3 | RPAR | Rpar Risk Parity ETF | ETF-Other | 7.43% | +28.88% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.12% | +11.74% | — | |
| 5 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.94% | -4.81% | EXIT | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.68% | -4.97% | EXIT | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.32% | -2.07% | EXIT | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.32% | -2.31% | EXIT | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.80% | -1.98% | EXIT | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.35% | -1.09% | EXIT | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.13% | -2.60% | EXIT | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | -1.92% | EXIT | |
| 13 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.98% | -0.49% | EXIT | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | -1.49% | EXIT | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.81% | -1.29% | EXIT | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.76% | -2.06% | EXIT | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.67% | -1.51% | EXIT | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.59% | +21.21% | +8888.46% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.53% | -1.20% | EXIT | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 1.53% | -2.05% | EXIT | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.31% | EXIT | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.26% | -1.03% | EXIT | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.83% | EXIT | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.22% | -1.83% | EXIT | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.22% | -0.94% | EXIT | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.17% | -1.03% | EXIT | |
| 27 | UPAR | Ultra Risk Parity ETF | ETF-Other | 1.10% | -0.74% | EXIT | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.97% | -1.30% | EXIT | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.89% | -0.71% | EXIT | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.83% | -0.16% | EXIT | |
| 31 | VONE | Vanguard Russell 1000 | ETF-Other | 0.67% | -0.48% | EXIT | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.66% | EXIT | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | -2.07% | EXIT | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -1.25% | EXIT | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +24.57% | +2578.96% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.42% | -0.28% | EXIT | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.14% | EXIT | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.29% | EXIT | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | -0.42% | EXIT | |
| 40 | MCO | Moody's CORP | Stock-Financials | 0.35% | -0.12% | EXIT | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | -0.08% | EXIT | |
| 42 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.32% | -0.08% | EXIT | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.30% | -0.33% | EXIT | |
| 44 | AZO | Autozone Inc | Stock-Consumer Disc | 0.28% | -0.11% | EXIT | |
| 45 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.28% | -0.13% | EXIT | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.28% | -0.06% | EXIT | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.12% | EXIT | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | -0.16% | EXIT | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.24% | -0.12% | EXIT | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.24% | -0.11% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +9.3% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +8.9% | +39729.68% | Add |
| 3 | RPAR | Rpar Risk Parity ETF | +7.4% | NEW | New buy |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +4.1% | NEW | New buy |
| 5 | TIP | Ishares Tips Bond ETF | +3.3% | NEW | New buy |
| 6 | OEF | Ishares S&p 100 ETF | +3.3% | NEW | New buy |
| 7 | SCHP | Schwab U.s. Tips ETF | +3.2% | +31526.77% | Add |
| 8 | ACWI | Ishares Msci Acwi ETF | +2.8% | NEW | New buy |
| 9 | GUNR | Flexshares Global Upstream N | +2.7% | +13445.17% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +2% | NEW | New buy |
| 11 | LTPZ | Pimco 15+ Yr US Tips Indx | +2% | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.9% | NEW | New buy |
| 13 | VEA | Vanguard Ftse Developed ETF | +1.9% | +36364.40% | Add |
| 14 | AGG | Ishares Core U.s. Aggregate | +1.9% | +20808.11% | Add |
| 15 | VTV | Vanguard Value ETF | +1.8% | NEW | New buy |
| 16 | DFAU | Dimensional US Core Equity M | +1.8% | NEW | New buy |
| 17 | MBB | Ishares Mbs ETF | +1.7% | NEW | New buy |
| 18 | MSFT | Microsoft CORP | +1.2% | NEW | New buy |
| 19 | IVE | Ishares S&p 500 Value ETF | +1.2% | NEW | New buy |
| 20 | VT | Vanguard Tot World Stk ETF | +1.2% | +19562.21% | Add |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | +1.2% | NEW | New buy |
| 22 | VWO | Vanguard Ftse Emerging Marke | +1% | +19111.65% | Add |
| 23 | DFAE | Dimensional Emerging Core Eq | +1% | NEW | New buy |
| 24 | AAPL | Apple Inc | +0.9% | +8888.46% | Add |
| 25 | TLT | Ishares 20+ Year Treasury Bd | +0.8% | NEW | New buy |
| 26 | AMZN | Amazon.com Inc | +0.6% | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | +0.6% | NEW | New buy |
| 28 | MA | Mastercard Inc - A | +0.4% | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | +0.4% | NEW | New buy |
| 30 | GLD | Spdr Gold Shares | +0.4% | NEW | New buy |
| 31 | MCO | Moody's CORP | +0.4% | NEW | New buy |
| 32 | UNH | Unitedhealth Group Inc | +0.3% | NEW | New buy |
| 33 | DOCS | Doximity Inc-class A | +0.3% | NEW | New buy |
| 34 | IAU | Ishares Gold Trust | +0.3% | NEW | New buy |
| 35 | AZO | Autozone Inc | +0.3% | NEW | New buy |
| 36 | XLE | Ss Energy Select Sector | +0.3% | NEW | New buy |
| 37 | ORCL | Oracle CORP | +0.3% | NEW | New buy |
| 38 | TJX | Tjx Companies Inc | +0.2% | NEW | New buy |
| 39 | PEP | Pepsico Inc | +0.2% | NEW | New buy |
| 40 | DFAI | Dimensional International Co | +0.2% | +4680.61% | Add |
| 41 | LIN | Linde plc | +0.2% | NEW | New buy |
| 42 | VGIT | Vanguard Intermediate-term T | +0.2% | +6562.37% | Add |
| 43 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +4181.67% | Add |
| 44 | VONE | Vanguard Russell 1000 | +0.1% | +4457.60% | Add |
| 45 | QQQ | Invesco Qqq Trust Series 1 | — | +4139.43% | Add |
| 46 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +3096.60% | Add |
| 47 | NVDA | Nvidia CORP | -0.3% | +2578.96% | Add |
| 48 | VTIP | Vanguard Short-term Tips | -0.5% | +2214.36% | Add |
| 49 | UPAR | Ultra Risk Parity ETF | -12.2% | +225.38% | Add |
| 50 | META | Meta Platforms Inc-class A | -19% | +140.07% | Add |
According to official SEC Form 13F filings, Evoke Wealth, LLC reported a total U.S. public equity portfolio value of $1.6M across 417 disclosed positions in Q3 2024.
During Q3 2024, Evoke Wealth, LLC's top holdings by market value included IVV (9.9%)、GLDM (9.3%)、RPAR (7.4%). The largest single position, IVV, represented 9.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
GLDM
市值: $341.8M
In Q3 2024, Evoke Wealth, LLC made 50 total portfolio adjustments, initiating 32 new buys, adding to 18 positions, trimming 0 holdings, and fully liquidating 0 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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