EVOKE WEALTH, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$4.4T
Holdings
585
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (585 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | COSTCOSTCO WHSL CORP NEW | 3,276 | $3.2B | 0.07% | |
| 102 | XLKSELECT SECTOR SPDR TR | 12,745 | $3.2B | 0.07% | |
| 103 | IUSGISHARES TR | 21,075 | $3.2B | 0.07% | |
| 104 | COPCONOCOPHILLIPS | 34,987 | $3.1B | 0.07% | |
| 105 | AXPAMERICAN EXPRESS CO | 9,818 | $3.1B | 0.07% | |
| 106 | ABTABBOTT LABS | 22,433 | $3.1B | 0.07% | |
| 107 | EFXEQUIFAX INC | 11,734 | $3.0B | 0.07% | |
| 108 | ANETARISTA NETWORKS INC | 29,593 | $3.0B | 0.07% | Put |
| 109 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $2.9B | 0.07% | |
| 110 | WMTWALMART INC | 29,121 | $2.8B | 0.07% | |
| 111 | AEMAGNICO EAGLE MINES LTD | 23,802 | $2.8B | 0.06% | |
| 112 | MTDMETTLER TOLEDO INTERNATIONAL | 2,408 | $2.8B | 0.06% | |
| 113 | NACNUVEEN CA QUALTY MUN INCOME | 249,824 | $2.8B | 0.06% | |
| 114 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 255,089 | $2.8B | 0.06% | |
| 115 | FDSFACTSET RESH SYS INC | 6,246 | $2.8B | 0.06% | |
| 116 | VGTVANGUARD WORLD FD | 4,194 | $2.8B | 0.06% | |
| 117 | VTHRVANGUARD SCOTTSDALE FDS | 10,182 | $2.8B | 0.06% | |
| 118 | DFACDIMENSIONAL ETF TRUST | 75,496 | $2.7B | 0.06% | |
| 119 | ITOTISHARES TR | 19,501 | $2.6B | 0.06% | |
| 120 | SSENTINELONE INC | 143,944 | $2.6B | 0.06% | |
| 121 | BDXBECTON DICKINSON & CO | 14,954 | $2.6B | 0.06% | |
| 122 | SPGIS&P GLOBAL INC | 4,864 | $2.6B | 0.06% | |
| 123 | LINELINEAGE INC | 57,707 | $2.5B | 0.06% | |
| 124 | VTECVANGUARD CALIF TAX FREE FDS | 26,042 | $2.5B | 0.06% | |
| 125 | AMGNAMGEN INC | 9,011 | $2.5B | 0.06% | |
| 126 | BCCCGLOBAL X FDS | 56,081 | $2.5B | 0.06% | |
| 127 | SCHVSCHWAB STRATEGIC TR | 88,290 | $2.4B | 0.06% | |
| 128 | DSLDOUBLELINE INCOME SOLUTIONS | 197,436 | $2.4B | 0.06% | |
| 129 | CSCOCISCO SYS INC | 34,432 | $2.4B | 0.05% | |
| 130 | MIDDMIDDLEBY CORP | 16,565 | $2.4B | 0.05% | |
| 131 | UNPUNION PAC CORP | 9,946 | $2.3B | 0.05% | |
| 132 | NKENIKE INC | 31,577 | $2.3B | 0.05% | |
| 133 | IWFISHARES TR | 5,217 | $2.2B | 0.05% | |
| 134 | MCDMCDONALDS CORP | 7,541 | $2.2B | 0.05% | |
| 135 | AQLTISHARES TR | 16,066 | $2.1B | 0.05% | |
| 136 | TTDTHE TRADE DESK INC | 29,485 | $2.1B | 0.05% | Put |
| 137 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,268 | $2.1B | 0.05% | |
| 138 | VHTVANGUARD WORLD FD | 8,435 | $2.1B | 0.05% | |
| 139 | VOOGVANGUARD ADMIRAL FDS INC | 5,243 | $2.1B | 0.05% | |
| 140 | MMM3M CO | 13,650 | $2.1B | 0.05% | |
| 141 | SCHXSCHWAB STRATEGIC TR | 84,810 | $2.1B | 0.05% | |
| 142 | MRKMERCK & CO INC | 25,796 | $2.1B | 0.05% | |
| 143 | BABOEING CO | 9,813 | $2.1B | 0.05% | |
| 144 | VYMVANGUARD WHITEHALL FDS | 15,301 | $2.0B | 0.05% | |
| 145 | ADPAUTOMATIC DATA PROCESSING IN | 6,492 | $2.0B | 0.05% | |
| 146 | IJHISHARES TR | 32,213 | $2.0B | 0.05% | |
| 147 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,453 | $2.0B | 0.04% | |
| 148 | XLFSELECT SECTOR SPDR TR | 37,339 | $2.0B | 0.04% | |
| 149 | IEFISHARES TR | 20,328 | $1.9B | 0.04% | |
| 150 | DHRDANAHER CORPORATION | 9,710 | $1.9B | 0.04% | |
| 151 | RTXRTX CORPORATION | 13,030 | $1.9B | 0.04% | |
| 152 | NLYANNALY CAPITAL MANAGEMENT IN | 97,437 | $1.9B | 0.04% | |
| 153 | HDHOME DEPOT INC | 5,131 | $1.9B | 0.04% | |
| 154 | SCHFSCHWAB STRATEGIC TR | 84,174 | $1.9B | 0.04% | |
| 155 | VGSHVANGUARD SCOTTSDALE FDS | 31,635 | $1.9B | 0.04% | |
| 156 | ROKROCKWELL AUTOMATION INC | 5,544 | $1.8B | 0.04% | |
| 157 | CRMSALESFORCE INC | 6,738 | $1.8B | 0.04% | |
| 158 | CRWDCROWDSTRIKE HLDGS INC | 3,613 | $1.8B | 0.04% | |
| 159 | MUCBLACKROCK MUNIHLDNGS CALI QL | 175,003 | $1.8B | 0.04% | |
| 160 | CPNGCOUPANG INC | 60,397 | $1.8B | 0.04% | |
| 161 | XNCMXNUVEEN CALIFORNIA AMT QLT MU | 152,002 | $1.8B | 0.04% | |
| 162 | SRESEMPRA | 23,489 | $1.8B | 0.04% | |
| 163 | BSVVANGUARD BD INDEX FDS | 22,663 | $1.8B | 0.04% | |
| 164 | WMWASTE MGMT INC DEL | 7,759 | $1.8B | 0.04% | |
| 165 | ALLWSSGA ACTIVE TR | 67,962 | $1.8B | 0.04% | |
| 166 | FISVFISERV INC | 10,234 | $1.8B | 0.04% | |
| 167 | JJACOBS SOLUTIONS INC | 13,344 | $1.8B | 0.04% | |
| 168 | SYKSTRYKER CORPORATION | 4,409 | $1.7B | 0.04% | |
| 169 | PANWPALO ALTO NETWORKS INC | 8,538 | $1.7B | 0.04% | |
| 170 | GEGE AEROSPACE | 6,779 | $1.7B | 0.04% | |
| 171 | EFGISHARES TR | 15,356 | $1.7B | 0.04% | |
| 172 | VOOVVANGUARD ADMIRAL FDS INC | 9,090 | $1.7B | 0.04% | |
| 173 | ACNACCENTURE PLC IRELAND | 5,724 | $1.7B | 0.04% | |
| 174 | KOCOCA COLA CO | 23,844 | $1.7B | 0.04% | |
| 175 | FLJPFRANKLIN TEMPLETON ETF TR | 52,572 | $1.7B | 0.04% | |
| 176 | DONSPDR DOW JONES INDL AVERAGE | 3,789 | $1.7B | 0.04% | |
| 177 | XLVSELECT SECTOR SPDR TR | 12,372 | $1.7B | 0.04% | |
| 178 | BIIBBIOGEN INC | 13,147 | $1.7B | 0.04% | |
| 179 | VBVANGUARD INDEX FDS | 6,725 | $1.6B | 0.04% | |
| 180 | ITA*ISHARES TR | 8,250 | $1.6B | 0.04% | |
| 181 | IWDISHARES TR | 8,006 | $1.6B | 0.04% | |
| 182 | EFAISHARES TR | 17,378 | $1.6B | 0.04% | |
| 183 | XMESPDR SERIES TRUST | 22,836 | $1.5B | 0.04% | |
| 184 | XLUSELECT SECTOR SPDR TR | 18,587 | $1.5B | 0.03% | |
| 185 | DWDMORGAN STANLEY | 10,755 | $1.5B | 0.03% | |
| 186 | DLYDOUBLELINE YIELD OPPORTUNITI | 96,685 | $1.5B | 0.03% | |
| 187 | SILGLOBAL X FDS | 30,496 | $1.5B | 0.03% | |
| 188 | EEMISHARES TR | 30,392 | $1.5B | 0.03% | |
| 189 | AQLTISHARES TR | 17,399 | $1.5B | 0.03% | |
| 190 | AMDADVANCED MICRO DEVICES INC | 9,900 | $1.4B | 0.03% | |
| 191 | PYLDPIMCO ETF TR | 52,250 | $1.4B | 0.03% | |
| 192 | IVWISHARES TR | 12,498 | $1.4B | 0.03% | |
| 193 | 4I1PHILIP MORRIS INTL INC | 7,472 | $1.4B | 0.03% | |
| 194 | CATCATERPILLAR INC | 3,456 | $1.3B | 0.03% | |
| 195 | EDVVANGUARD WORLD FD | 19,891 | $1.3B | 0.03% | |
| 196 | OAKMHARRIS OAKMARK ETF TRUST | 51,140 | $1.3B | 0.03% | |
| 197 | IJRISHARES TR | 11,880 | $1.3B | 0.03% | |
| 198 | VMCVULCAN MATLS CO | 4,943 | $1.3B | 0.03% | |
| 199 | CHDCHURCH & DWIGHT CO INC | 13,401 | $1.3B | 0.03% | |
| 200 | AVEMAMERICAN CENTY ETF TR | 18,472 | $1.3B | 0.03% |