The Analysis of EVOKE WEALTH, LLC's Holdings
Currently, EVOKE WEALTH, LLC holds 665 types of securities in its portfolio with a total value $5.2B. In the most recent quarter, they have increased their positions in SCHP (+1.3M shares, valued at $33.9M), VTIP (+631.6K shares, valued at $31.2M), DFAU (+359.8K shares, valued at $16.8M); decreased their positions in SPY (-31.6K shares, valued at $21.6M), IVV (-9.7K shares, valued at $6.7M), LTPZ (-109.1K shares, valued at $5.7M); initiated new positions in GQGU (+112.3K shares, valued at $2.8M), HLF (+204.5K shares, valued at $2.6M), N/A (+62.3K shares, valued at $1.5M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO7.2K sharesnew addition2025-12-312026-02-06
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