EVOKE WEALTH, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$3.8T
Holdings
450
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (450 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ADBEADOBE INC | 8,213 | $3.1B | 0.08% | |
| 102 | MTDMETTLER TOLEDO INTERNATIONAL | 2,567 | $3.0B | 0.08% | |
| 103 | NOWSERVICENOW INC | 3,800 | $3.0B | 0.08% | |
| 104 | GDXVANECK ETF TRUST | 63,932 | $2.9B | 0.08% | |
| 105 | FDSFACTSET RESH SYS INC | 6,314 | $2.9B | 0.07% | |
| 106 | EFXEQUIFAX INC | 11,708 | $2.9B | 0.07% | |
| 107 | BACBANK AMERICA CORP | 67,573 | $2.8B | 0.07% | |
| 108 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 247,089 | $2.8B | 0.07% | |
| 109 | NACNUVEEN CA QUALTY MUN INCOME | 240,374 | $2.7B | 0.07% | |
| 110 | MIDDMIDDLEBY CORP | 17,818 | $2.7B | 0.07% | |
| 111 | IUSGISHARES TR | 21,075 | $2.7B | 0.07% | |
| 112 | TSLATESLA INC | 10,272 | $2.7B | 0.07% | |
| 113 | XLKSELECT SECTOR SPDR TR | 12,745 | $2.6B | 0.07% | |
| 114 | SSENTINELONE INC | 142,283 | $2.6B | 0.07% | |
| 115 | AMGNAMGEN INC | 8,267 | $2.6B | 0.07% | |
| 116 | AXPAMERICAN EXPRESS CO | 9,558 | $2.6B | 0.07% | |
| 117 | ABTABBOTT LABS | 19,375 | $2.6B | 0.07% | |
| 118 | DSLDOUBLELINE INCOME SOLUTIONS | 197,436 | $2.5B | 0.06% | |
| 119 | AEMAGNICO EAGLE MINES LTD | 22,854 | $2.5B | 0.06% | |
| 120 | VHTVANGUARD WORLD FD | 9,277 | $2.5B | 0.06% | |
| 121 | ITOTISHARES TR | 19,501 | $2.4B | 0.06% | |
| 122 | SCHVSCHWAB STRATEGIC TR | 88,290 | $2.3B | 0.06% | |
| 123 | SPGIS&P GLOBAL INC | 4,548 | $2.3B | 0.06% | |
| 124 | UNPUNION PAC CORP | 9,737 | $2.3B | 0.06% | |
| 125 | VGTVANGUARD WORLD FD | 4,194 | $2.3B | 0.06% | |
| 126 | NKENIKE INC | 35,559 | $2.3B | 0.06% | |
| 127 | MCDMCDONALDS CORP | 7,257 | $2.3B | 0.06% | |
| 128 | CSCOCISCO SYS INC | 35,940 | $2.2B | 0.06% | |
| 129 | FISVFISERV INC | 9,730 | $2.1B | 0.06% | |
| 130 | BCCCGLOBAL X FDS | 55,931 | $2.1B | 0.06% | |
| 131 | WMTWALMART INC | 23,720 | $2.1B | 0.05% | |
| 132 | VTECVANGUARD CALIF TAX FREE FDS | 20,995 | $2.1B | 0.05% | |
| 133 | NLYANNALY CAPITAL MANAGEMENT IN | 96,716 | $2.0B | 0.05% | |
| 134 | AQLTISHARES TR | 15,052 | $2.0B | 0.05% | |
| 135 | BSVVANGUARD BD INDEX FDS | 25,270 | $2.0B | 0.05% | |
| 136 | COSTCOSTCO WHSL CORP NEW | 2,070 | $2.0B | 0.05% | |
| 137 | XNCMXNUVEEN CALIFORNIA AMT QLT MU | 150,763 | $1.9B | 0.05% | |
| 138 | IJHISHARES TR | 32,588 | $1.9B | 0.05% | |
| 139 | WMWASTE MGMT INC DEL | 8,151 | $1.9B | 0.05% | |
| 140 | ADPAUTOMATIC DATA PROCESSING IN | 6,135 | $1.9B | 0.05% | |
| 141 | MMM3M CO | 12,627 | $1.9B | 0.05% | |
| 142 | SYKSTRYKER CORPORATION | 4,953 | $1.8B | 0.05% | |
| 143 | MUCBLACKROCK MUNIHLDNGS CALI QL | 171,503 | $1.8B | 0.05% | |
| 144 | XLVSELECT SECTOR SPDR TR | 12,347 | $1.8B | 0.05% | |
| 145 | SRESEMPRA | 24,994 | $1.8B | 0.05% | |
| 146 | SCHXSCHWAB STRATEGIC TR | 81,380 | $1.8B | 0.05% | |
| 147 | VGSHVANGUARD SCOTTSDALE FDS | 30,359 | $1.8B | 0.05% | |
| 148 | RTXRTX CORPORATION | 13,132 | $1.7B | 0.05% | |
| 149 | DHRDANAHER CORPORATION | 8,390 | $1.7B | 0.04% | |
| 150 | XLFSELECT SECTOR SPDR TR | 32,869 | $1.6B | 0.04% | |
| 151 | BABOEING CO | 9,570 | $1.6B | 0.04% | |
| 152 | BIIBBIOGEN INC | 11,830 | $1.6B | 0.04% | |
| 153 | MRKMERCK & CO INC | 17,749 | $1.6B | 0.04% | |
| 154 | IBITISHARES BITCOIN TRUST ETF | 33,735 | $1.6B | 0.04% | |
| 155 | VYMVANGUARD WHITEHALL FDS | 12,158 | $1.6B | 0.04% | |
| 156 | ACNACCENTURE PLC IRELAND | 4,959 | $1.5B | 0.04% | |
| 157 | FLJPFRANKLIN TEMPLETON ETF TR | 52,572 | $1.5B | 0.04% | |
| 158 | KOCOCA COLA CO | 21,377 | $1.5B | 0.04% | |
| 159 | DWDMORGAN STANLEY | 13,016 | $1.5B | 0.04% | |
| 160 | CRMSALESFORCE INC | 5,622 | $1.5B | 0.04% | |
| 161 | JJACOBS SOLUTIONS INC | 12,371 | $1.5B | 0.04% | |
| 162 | DLYDOUBLELINE YIELD OPPORTUNITI | 92,685 | $1.5B | 0.04% | |
| 163 | ROKROCKWELL AUTOMATION INC | 5,727 | $1.5B | 0.04% | |
| 164 | CHDCHURCH & DWIGHT CO INC | 13,238 | $1.5B | 0.04% | |
| 165 | HDHOME DEPOT INC | 3,971 | $1.5B | 0.04% | |
| 166 | SCHFSCHWAB STRATEGIC TR | 71,067 | $1.4B | 0.04% | |
| 167 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,023 | $1.3B | 0.03% | |
| 168 | EEMISHARES TR | 30,250 | $1.3B | 0.03% | |
| 169 | CPNGCOUPANG INC | 60,088 | $1.3B | 0.03% | |
| 170 | AQLTISHARES TR | 17,316 | $1.3B | 0.03% | |
| 171 | BNDVANGUARD BD INDEX FDS | 17,469 | $1.3B | 0.03% | |
| 172 | XMESPDR SER TR | 22,816 | $1.3B | 0.03% | |
| 173 | DONSPDR DOW JONES INDL AVERAGE | 2,991 | $1.3B | 0.03% | |
| 174 | EFGISHARES TR | 12,210 | $1.2B | 0.03% | |
| 175 | TTDTHE TRADE DESK INC | 22,111 | $1.2B | 0.03% | |
| 176 | OAKMHARRIS OAKMARK ETF TRUST | 48,650 | $1.2B | 0.03% | |
| 177 | PANWPALO ALTO NETWORKS INC | 6,952 | $1.2B | 0.03% | |
| 178 | EFAISHARES TR | 14,494 | $1.2B | 0.03% | |
| 179 | IVWISHARES TR | 12,747 | $1.2B | 0.03% | |
| 180 | VBVANGUARD INDEX FDS | 5,332 | $1.2B | 0.03% | |
| 181 | MKAMEA SERIES TRUST | 40,819 | $1.2B | 0.03% | |
| 182 | IEFISHARES TR | 12,317 | $1.2B | 0.03% | |
| 183 | XLESELECT SECTOR SPDR TR | 12,400 | $1.2B | 0.03% | |
| 184 | BITBLACKROCK MULTI SECTOR INC T | 79,506 | $1.2B | 0.03% | |
| 185 | IWVISHARES TR | 3,587 | $1.1B | 0.03% | |
| 186 | CRWDCROWDSTRIKE HLDGS INC | 3,212 | $1.1B | 0.03% | |
| 187 | PYLDPIMCO ETF TR | 42,638 | $1.1B | 0.03% | |
| 188 | AVEMAMERICAN CENTY ETF TR | 18,428 | $1.1B | 0.03% | |
| 189 | BACVERIZON COMMUNICATIONS INC | 24,258 | $1.1B | 0.03% | |
| 190 | CGWINVESCO EXCH TRADED FD TR II | 19,493 | $1.1B | 0.03% | |
| 191 | VMCVULCAN MATLS CO | 4,637 | $1.1B | 0.03% | |
| 192 | ROSTROSS STORES INC | 8,411 | $1.1B | 0.03% | |
| 193 | DFAXDIMENSIONAL ETF TRUST | 40,400 | $1.1B | 0.03% | |
| 194 | HLIHOULIHAN LOKEY INC | 6,530 | $1.1B | 0.03% | |
| 195 | ANETARISTA NETWORKS INC | 13,554 | $1.1B | 0.03% | |
| 196 | CATCATERPILLAR INC | 3,154 | $1.0B | 0.03% | |
| 197 | TAT&T INC | 36,092 | $1.0B | 0.03% | |
| 198 | AMDADVANCED MICRO DEVICES INC | 9,873 | $1.0B | 0.03% | |
| 199 | NEENEXTERA ENERGY INC | 14,175 | $1.0B | 0.03% | |
| 200 | SBUXSTARBUCKS CORP | 9,874 | $968.5M | 0.03% |