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CIK: 0001793432
Total reported value
$1.6M
$1.6M
434 檔
77212.4%
At the close of Q4 2024, Evoke Wealth, LLC disclosed equity holdings valued at approximately $1.6M, spread across 434 reported holdings.
Evoke Wealth, LLC executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 1 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, GLDM, RPAR) accounted for 77212.4% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 434 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.20% | -8.24% | EXIT | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 9.56% | -12.44% | EXIT | |
| 3 | RPAR | Rpar Risk Parity ETF | ETF-Other | 5.75% | +28.88% | -16.80% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.43% | +11.74% | +2.80% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.49% | -4.97% | EXIT | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.49% | -2.31% | EXIT | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.28% | -4.81% | EXIT | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.27% | -2.07% | EXIT | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.77% | -1.98% | EXIT | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.27% | -1.09% | EXIT | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | -1.92% | EXIT | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.07% | -2.60% | EXIT | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.04% | -1.49% | EXIT | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.96% | -2.06% | EXIT | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.87% | -1.29% | EXIT | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.79% | +21.21% | +2.25% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.69% | -1.51% | EXIT | |
| 18 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.66% | -0.49% | EXIT | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.64% | -1.20% | EXIT | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 1.50% | -2.05% | EXIT | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.36% | -1.83% | EXIT | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.83% | EXIT | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.25% | -0.94% | EXIT | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.21% | -1.03% | EXIT | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.10% | -2.07% | EXIT | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.06% | -1.03% | EXIT | |
| 27 | UPAR | Ultra Risk Parity ETF | ETF-Other | 0.95% | -0.74% | EXIT | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.94% | -1.30% | EXIT | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.89% | -0.71% | EXIT | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.31% | EXIT | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | -0.66% | EXIT | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.72% | -0.16% | EXIT | |
| 33 | VONE | Vanguard Russell 1000 | ETF-Other | 0.71% | -0.48% | EXIT | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | -1.25% | EXIT | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +24.57% | +13.95% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.14% | EXIT | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.43% | -0.28% | EXIT | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.37% | -0.42% | EXIT | |
| 39 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.36% | -0.08% | EXIT | |
| 40 | MCO | Moody's CORP | Stock-Financials | 0.34% | -0.12% | EXIT | |
| 41 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.33% | -0.13% | EXIT | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.29% | EXIT | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.29% | -0.33% | EXIT | |
| 44 | AZO | Autozone Inc | Stock-Consumer Disc | 0.28% | -0.11% | EXIT | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | -0.08% | EXIT | |
| 46 | NARIUSD | Inari Medical Inc | Stock-Other | 0.27% | — | +207.50% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.12% | EXIT | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.26% | -0.06% | EXIT | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | -0.16% | EXIT | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.25% | -0.12% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +0.5% | +87.63% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +2.80% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | -1.50% | Trim |
| 4 | GLDM | Spdr Gold Minishares Trust | +0.3% | +0.72% | Add |
| 5 | NARIUSD | Inari Medical Inc | +0.2% | +207.50% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +2.25% | Add |
| 7 | DFAU | Dimensional US Core Equity M | +0.2% | +6.75% | Add |
| 8 | OEF | Ishares S&p 100 ETF | +0.2% | -1.93% | Trim |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +18.45% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.37% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +13.95% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +0.76% | Add |
| 13 | GNR | State Street Spdr S&p Global | +0.1% | +285.71% | Add |
| 14 | VT | Vanguard Tot World Stk ETF | +0.1% | +6.26% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.18% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.20% | Trim |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +152.82% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +14.26% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +56.31% | Add |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +115.04% | Add |
| 21 | XYZ | Block Inc | +0.1% | +0.01% | Add |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | +155.94% | Add |
| 23 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +11.15% | Add |
| 24 | IBIT | Ishares Bitcoin Trust ETF | 0% | NEW | New buy |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +70.01% | Add |
| 26 | VGSH | Vanguard Short-term Treasury | 0% | NEW | New buy |
| 27 | PEP | Pepsico Inc | 0% | -3.65% | Trim |
| 28 | ACWI | Ishares Msci Acwi ETF | 0% | -2.02% | Trim |
| 29 | DFAI | Dimensional International Co | 0% | +3.79% | Add |
| 30 | DFAE | Dimensional Emerging Core Eq | 0% | +2.38% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | -1.77% | Trim |
| 32 | LIN | Linde plc | 0% | -5.60% | Trim |
| 33 | UNH | Unitedhealth Group Inc | 0% | -3.07% | Trim |
| 34 | CARR | Carrier Global CORP | 0% | -5.47% | Trim |
| 35 | TIP | Ishares Tips Bond ETF | -0.1% | -0.64% | Trim |
| 36 | VTWO | Vanguard Russell 2000 ETF | -0.1% | -6.68% | Trim |
| 37 | NLY | Annaly Capital Management In | -0.1% | -48.07% | Trim |
| 38 | BHK | Blackrock Core Bond Trust | -0.1% | EXIT | Sold out |
| 39 | VNQ | Vanguard Real Estate ETF | -0.1% | -27.11% | Trim |
| 40 | VEA | Vanguard Ftse Developed ETF | -0.1% | +4.47% | Add |
| 41 | AGG | Ishares Core U.s. Aggregate | -0.1% | -1.82% | Trim |
| 42 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -5.33% | Trim |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | -1.86% | Trim |
| 44 | EDV | Vanguard Extended Dur Treas | -0.1% | -56.45% | Trim |
| 45 | UPAR | Ultra Risk Parity ETF | -0.2% | -3.35% | Trim |
| 46 | SCHP | Schwab U.s. Tips ETF | -0.2% | +92.19% | Add |
| 47 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.3% | -9.64% | Trim |
| 48 | META | Meta Platforms Inc-class A | -0.5% | -39.20% | Trim |
| 49 | GUNR | Flexshares Global Upstream N | -0.7% | -7.83% | Trim |
| 50 | RPAR | Rpar Risk Parity ETF | -1.7% | -16.80% | Trim |
According to official SEC Form 13F filings, Evoke Wealth, LLC reported a total U.S. public equity portfolio value of $1.6M across 434 disclosed positions in Q4 2024.
During Q4 2024, Evoke Wealth, LLC's top holdings by market value included IVV (10.2%)、GLDM (9.6%)、RPAR (5.8%). The largest single position, IVV, represented 10.2% of total portfolio value.
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Top New Position Initiated
IBIT
市值: $1.4M
Top Position Liquidated / Trimmed
BHK
前期市值: $2.0M
In Q4 2024, Evoke Wealth, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 22 holdings, and fully liquidating 1 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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