EVOKE WEALTH, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$3.67B
Signature - Title
Brian Waters - General Counsel and Chief Compliance Officer
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by EVOKE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EVOKE WEALTH, LLC reported 417 stock holdings with total value $3.67B as of Q3 2024. Top holdings included IVV, GLDM, RPAR, VTI, and GUNR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 417 $3.67B +$3.59B -$2.1M +$3.59B IVV, GLDM, RPAR, VTI, GUNR 13F-HR 11/13/2024, 12:43 PM
Q2 2024 104 $68.2M +$2.15M -$3.3B -$3.3B UPAR, ESGV, VSGX, SCHV, QCOM 13F-HR 8/13/2024, 11:48 AM
Q1 2024 400 $3.36B +$3.31B -$1.58M +$3.31B IVV, GLDM, RPAR, GUNR, SCHP 13F-HR 5/15/2024, 10:21 AM
Q4 2023 92 $50M +$8.15M -$2.9B -$2.89B ESGV, VONE, VSGX, SCHV, VHT Restatement 6/10/2024, 09:53 AM
Q3 2023 373 $2.84B +$235M -$145M +$89.8M RPAR, IVV, SCHP, GLDM, VTI 13F-HR 11/13/2023, 11:03 AM
Q2 2023 363 $2.88B +$103M -$61.3M +$41.5M RPAR, IVV, GLDM, SCHP, VTI 13F-HR 8/9/2023, 12:21 PM
Q1 2023 349 $2.57B +$62.4M -$216M -$153M RPAR, IVV, GLDM, SCHP, GUNR 13F-HR 5/8/2023, 04:39 PM
Q4 2022 358 $2.6B +$319M -$278M +$41M RPAR, IVV, GLDM, SCHP, GUNR 13F-HR 2/10/2023, 02:25 PM
Q3 2022 1,159 $2.47B +$117M -$118M -$935K RPAR, SCHP, IVV, GLDM, VTI 13F-HR 11/7/2022, 04:23 PM
Q2 2022 1,156 $2.7B +$373M -$234M +$139M RPAR, IVV, SCHP, GLDM, GUNR 13F-HR 8/4/2022, 03:12 PM
Q1 2022 1,150 $3.05B +$256M -$255M +$276K RPAR, IVV, GLDM, GUNR, TIP 13F-HR 5/10/2022, 02:59 PM
Q4 2021 1,169 $3.17B +$427M -$96M +$331M RPAR, IVV, GLDM, TIP, OEF 13F-HR 2/9/2022, 09:37 AM
Q3 2021 1,131 $2.66B +$147M -$85.6M +$61.9M RPAR, IVV, GLDM, TIP, ACWI 13F-HR 11/12/2021, 09:12 AM
Q2 2021 1,161 $2.63B +$315M -$31.4M +$284M RPAR, IVV, GLDM, ACWI, TIP 13F-HR 8/5/2021, 09:09 AM
Q1 2021 1,157 $2.21B +$776M -$63M +$713M RPAR, IVV, ACWI, GLDM, TIP 13F-HR 5/13/2021, 09:54 AM
Q4 2020 1,024 $1.48B +$192M -$64.6M +$128M RPAR, GLDM, ACWI, OEF, VOO 13F-HR 2/12/2021, 09:15 AM
Q3 2020 1,012 $1.23B +$183M -$26M +$157M RPAR, GLDM, ACWI, OEF, TIP 13F-HR 11/13/2020, 11:19 AM
Q2 2020 1,067 $1.03B +$260M -$47.7M +$212M RPAR, GLDM, ACWI, OEF, TIP 13F-HR 8/10/2020, 03:18 PM
Q1 2020 1,125 $703M +$399M -$183M +$216M RPAR, ACWI, GLDM, OEF, TIP 13F-HR 5/7/2020, 02:43 PM
Q4 2019 1,265 $616M +$131M -$360M -$228M OEF, VOO, TRTX, SPY, IAU 13F-HR 2/7/2020, 11:54 AM
Q3 2019 1,406 $813M $0 $0 ACWI, OEF, BYD, TRTX, VOO Restatement 12/17/2019, 11:23 AM