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Asset Manager ← All Institutions

EVOKE WEALTH, LLC

Q2 2025 · Filed 2025-08-07
Market Value
$4.3B
+11.3%
Holdings
597
+135
New Purchases
156
Added To
259
Closed
22
Reduced
102
Top 10 Concentration
47.4%
Turnover
29.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.34% 1.71% +0.63% $100M
SCHP 4.23% 3.91% +0.33% $180M
MSFT 1.44% 1.14% +0.29% $61M
VOO 2.26% 2.00% +0.26% $96M
DFAI 1.85% 1.64% +0.20% $79M
VEA 2.36% 2.20% +0.16% $100M
DFAU 2.00% 1.87% +0.13% $85M
IVV 9.38% 9.25% +0.13% $399M
IGOV 0.14% 0.01% +0.12% $6M
DFAE 1.20% 1.08% +0.12% $51M
AVGO 0.21% 0.11% +0.10% $9M
VTI 4.14% 4.05% +0.10% $176M
META 0.35% 0.27% +0.08% $15M
ORCL 0.27% 0.20% +0.08% $12M
IBIT 0.11% 0.04% +0.07% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RPAR 4.49% 5.61% -1.12% $191M
KKR 0.01% 0.47% -0.46% $608K
TIP 2.74% 3.18% -0.44% $117M
LTPZ 1.18% 1.54% -0.36% $50M
AAPL 1.75% 2.10% -0.35% $74M
AGG 1.67% 1.98% -0.31% $71M
GLDM 10.82% 11.07% -0.25% $461M
UPAR 0.82% 1.03% -0.21% $35M
TLT 0.41% 0.59% -0.18% $18M
SQ 0.01% 0.15% -0.15% $256K
VTV 1.58% 1.71% -0.14% $67M
UNH 0.13% 0.25% -0.11% $6M
MBB 1.55% 1.66% -0.10% $66M
IVE 1.13% 1.21% -0.07% $48M
VGIT 0.35% 0.42% -0.07% $15M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 71 $1.5B 34.6%
Large Cap 382 $2.2B 50.9%
Mid Cap 86 $295M 6.9%
Small Cap 43 $282M 6.6%
Micro Cap 15 $39M 0.9%

Portfolio Analytics

Avg Market Cap
$141.1B
Median Market Cap
$34.6B
Avg P/E
31.5
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
403
# ETFs / Funds
194

Top Holdings (597 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLDM 10.82% 7,030,213 $461M $65.52 $37M +185,643 +2.7%
2 IVV 9.38% 642,945 $399M $620.90 $45M +13,003 +2.1%
3 RPAR 4.49% 9,588,420 $191M $19.95 -$23M -1,314,190 -12.1%
4 SCHP 4.23% 6,751,239 $180M $26.68 $31M +1,192,993 +21.5%
5 VTI 4.14% 578,592 $176M $304.84 $22M +15,142 +2.7%
6 GUNR 3.74% 3,971,272 $159M $40.11 $16M +280,289 +7.6%
7 OEF 3.02% 421,785 $128M $304.35 $13M -3,896 -0.9%
8 TIP 2.74% 1,061,353 $117M $110.04 -$5M -35,678 -3.2%
9 ACWI 2.46% 814,395 $105M $128.60 $9M -7,671 -0.9%
10 VEA 2.36% 1,760,494 $100M $57.01 $16M +107,462 +6.5%
11 NVDA 2.34% 629,956 $100M $158.00 $34M +27,233 +4.5%
12 VOO 2.26% 168,901 $96M $569.78 $20M +20,305 +13.7%
13 DFAU 2.00% 2,007,907 $85M $42.36 $13M +146,365 +7.9%
14 DFAI 1.85% 2,272,514 $79M $34.57 $16M +257,385 +12.8%
15 SPY 1.80% 123,758 $77M $619.61 $9M +3,386 +2.8%
16 AAPL 1.75% 363,107 $74M $205.17 -$6M +548 +0.1%
17 AGG 1.67% 715,708 $71M $99.20 -$5M -48,530 -6.3%
18 VTV 1.58% 377,494 $67M $177.70 $1M -2,422 -0.6%
19 MBB 1.55% 704,392 $66M $93.89 $3M +28,205 +4.2%
20 VWO 1.55% 1,332,571 $66M $49.46 $9M +68,183 +5.4%
21 MSFT 1.44% 123,201 $61M $497.41 $17M +6,487 +5.6%
22 VT 1.41% 468,056 $60M $128.52 $4M -20,074 -4.1%
23 VTIP 1.27% 1,076,000 $54M $50.27 $8M +143,303 +15.4%
24 DFAE 1.20% 1,764,427 $51M $28.95 $10M +165,808 +10.4%
25 LTPZ 1.18% 961,343 $50M $52.47 -$9M -113,490 -10.6%
26 IVE 1.13% 246,849 $48M $195.42 $2M +4,525 +1.9%
27 EMXC 1.05% 705,390 $45M $63.14 $7M +22,032 +3.2%
28 VTWO 1.00% 488,414 $43M $87.22 $2M -11,342 -2.3%
29 UPAR 0.82% 2,481,902 $35M $14.01 -$5M -370,944 -13.0%
30 VIG 0.81% 168,449 $35M $205.54 $2M +648 +0.4%
31 GOOGL 0.78% 187,892 $33M $176.23 $5M +4,759 +2.6%
32 AMZN 0.72% 139,033 $31M $219.39 $5M +5,185 +3.9%
33 VONE 0.62% 94,005 $26M $280.86 $2M -2,848 -2.9%
34 STIP 0.52% 215,032 $22M $102.91 $594K +6,902 +3.3%
35 MA 0.48% 36,006 $20M $561.93 $1M +1,275 +3.7%
36 GOOG 0.46% 111,014 $20M $177.39 $3M +6,245 +6.0%
37 TLT 0.41% 199,392 $18M $88.25 -$5M -49,947 -20.0%
38 GLD 0.39% 54,561 $17M $304.83 $1M +1,635 +3.1%
39 DOCS 0.38% 265,333 $16M $61.34 -$119K -17,191 -6.1%
40 VGIT 0.35% 249,576 $15M $59.81 -$1M -20,498 -7.6%
41 META 0.35% 20,140 $15M $738.10 $5M +2,457 +13.9%
42 ESGV 0.30% 118,307 $13M $109.64 $2M +2,841 +2.5%
43 IAU 0.30% 206,701 $13M $62.36 $644K -1,003 -0.5%
44 QQQ 0.30% 23,156 $13M $552.23 $2M +942 +4.2%
45 ORCL 0.27% 53,149 $12M $218.63 $4M -992 -1.8%
46 JNJ 0.27% 74,996 $11M $152.75 -$711K +1,632 +2.2%
47 BRK-B 0.27% 23,298 $11M $485.77 $659K +3,285 +16.4%
48 MCO 0.26% 22,225 $11M $501.59 $517K -602 -2.6%
49 AZO 0.23% 2,684 $10M $3,712.23 -$632K -95 -3.4%
50 JPM 0.23% 33,502 $10M $289.91 $3M +4,925 +17.2%
51 AVGO 0.21% 32,309 $9M $275.65 $5M +8,006 +32.9%
52 V 0.19% 23,290 $8M $355.05 $632K +1,499 +6.9%
53 TJX 0.19% 66,698 $8M $123.49 -$31K -1,181 -1.7%
54 VNQ 0.18% 87,398 $8M $89.06 $652K +8,625 +10.9%
55 ADI 0.17% 31,068 $7M $238.02 $1M -40 -0.1%
56 LIN 0.17% 15,226 $7M $469.17 $48K -12 -0.1%
57 LLY 0.16% 8,656 $7M $779.50 $423K +998 +13.0%
58 SNOW 0.15% 28,594 $6M $223.77 $3M +2,336 +8.9%
59 PG 0.15% 38,936 $6M $159.32 -$125K +1,804 +4.9%
60 NFLX 0.15% 4,626 $6M $1,339.13 $2M +534 +13.1%
61 CME 0.14% 22,059 $6M $275.62 $112K -436 -1.9%
62 PEP 0.14% 45,875 $6M $132.04 -$733K +589 +1.3%
63 LOW 0.14% 26,940 $6M $221.87 -$395K -382 -1.4%
64 CARR 0.14% 79,382 $6M $73.19 $636K -2,221 -2.7%
65 IGOV 0.14% 134,056 $6M $43.10 $5M +120,103 +860.8%
66 CVX 0.14% 40,228 $6M $143.19 -$780K +1,134 +2.9%
67 UNH 0.13% 18,316 $6M $311.97 -$4M +158 +0.9%
68 MSCI 0.13% 9,861 $6M $576.76 -$33K -256 -2.5%
69 VXUS 0.13% 82,173 $6M $69.09 $2M +24,780 +43.2%
70 VSGX 0.13% 86,334 $6M $65.50 $569K +106 +0.1%
71 INTU 0.13% 7,074 $6M $787.64 $1M +399 +6.0%
72 IWM 0.13% 25,683 $6M $215.79 $570K +759 +3.0%
73 SLV 0.13% 165,184 $5M $32.81 $1M +36,640 +28.5%
74 IWR 0.13% 58,531 $5M $91.97 -$1M -21,951 -27.3%
75 DIS 0.13% 42,801 $5M $124.51 $1M +648 +1.5%
76 ABBV 0.12% 28,632 $5M $185.62 $313K +4,758 +19.9%
77 GNR 0.12% 94,974 $5M $54.24 $697K +11,319 +13.5%
78 SHW 0.12% 14,837 $5M $343.35 -$407K -919 -5.8%
79 IWB 0.12% 14,482 $5M $339.56 $1M +2,749 +23.4%
80 CL 0.12% 54,007 $5M $90.90 -$236K -901 -1.6%
81 GS 0.11% 6,797 $5M $707.80 $1M +172 +2.6%
82 VUG 0.11% 10,867 $5M $438.91 $740K
83 IBIT 0.11% 76,292 $5M $61.21 $3M +42,557 +126.2%
84 TSLA 0.11% 14,541 $5M $317.66 $2M +4,269 +41.6%
85 PGF 0.11% 318,111 $4M $14.11 $192K +17,208 +5.7%
86 NOW 0.10% 4,302 $4M $1,028.08 $1M +502 +13.2%
87 XOM 0.10% 40,983 $4M $107.80 -$24K +3,632 +9.7%
88 RSP 0.10% 23,444 $4M $181.74 $253K +307 +1.3%
89 DFIV 0.10% 95,519 $4M $42.83 $593K +6,652 +7.5%
90 OTIS 0.09% 40,111 $4M $99.02 -$272K -1,014 -2.5%
91 ESGE 0.09% 99,050 $4M $39.17 $426K +237 +0.2%
92 SM 0.09% 156,300 $4M $24.71 -$577K +8,093 +5.5%
93 AGI 0.09% 142,860 $4M $26.56 $137K +6,073 +4.4%
94 GGG 0.09% 42,306 $4M $85.97 -$23K -1,518 -3.5%
95 ADBE 0.08% 9,296 $4M $386.88 $447K +1,083 +13.2%
96 QCOM 0.08% 22,541 $4M $159.26 $273K +947 +4.4%
97 PEY 0.08% 171,360 $3M $20.41 -$182K
98 GDX 0.08% 66,385 $3M $52.06 $517K +2,453 +3.8%
99 VO 0.08% 12,294 $3M $280.90 $213K -236 -1.9%
100 BAC 0.08% 70,727 $3M $47.32 $527K +3,154 +4.7%

Options Breakdown

1 Calls $22K Call Value 13 Puts $107M Put Value 4798.13 P/C Ratio

Top Calls

SymbolSharesValueStatus
INTC 1,000 $22K NEW

Top Puts

SymbolSharesValueStatus
NVDA 432,700 $68M NEW
AAPL 72,700 $15M NEW
GOOG 67,700 $12M NEW
AMZN 16,200 $4M NEW
DOCS 50,000 $3M NEW
MSFT 3,600 $2M NEW
ANET 8,000 $818K NEW
SPY 1,200 $741K NEW
GOOGL 57,600 $724K NEW
TTD 7,600 $547K NEW

New Positions

SymbolValue% Port
VTHR $3M 0.07%
VOOG $2M 0.05%
ALLW $2M 0.04%
VOOV $2M 0.04%
GSLC $1M 0.03%
OUNZ $1M 0.03%
IJK $1M 0.03%
DFIC $984K 0.02%
IJJ $976K 0.02%
IQLT $966K 0.02%
IVOO $848K 0.02%
PNC $822K 0.02%
FTEC $775K 0.02%
DASH $705K 0.02%
VRSN $671K 0.02%

Sold Out Positions

SymbolValue% Port
ED —%
ARES —%
BN —%
EQR —%
CAVA —%
FTV —%
TRU —%
AMTM —%
TDG —%
PDX —%
PLD —%
GIS —%
LEG —%
OKE —%
APLD —%
View SEC EDGAR Filings for EVOKE WEALTH, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms