EVOKE WEALTH, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Los Angeles, CA
CIK
0001793432
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 401 3,376,678 IVV, GLDM, RPAR, GUNR 13F-HR 5/15/2024 000117266124002393
Q4 2023 93 61,705 META puts, ESGV, VONE, VSGX RESTATEMENT 6/10/2024 000117266124002563
Q3 2023 373 2,842,025 RPAR, IVV, SCHP, GLDM 13F-HR 11/13/2023 000117266123003761
Q2 2023 363 2,878,710 RPAR, IVV, GLDM, SCHP 13F-HR 8/9/2023 000117266123002825
Q1 2023 350 2,746,602 RPAR, IVV, GLDM, SCHP 13F-HR 5/8/2023 000117266123001892
Q4 2022 358 2,763,538 RPAR, IVV, GLDM, SCHP 13F-HR 2/10/2023 000117266123000617
Q3 2022 1,229 2,474,907 RPAR, SCHP, IVV, GLDM 13F-HR 11/7/2022 000160658722002170
Q2 2022 1,223 2,702,550 RPAR, IVV, SCHP, GLDM 13F-HR 8/4/2022 000160658722001600
Q1 2022 1,179 3,053,416 RPAR, IVV, GLDM, GUNR 13F-HR 5/10/2022 000160658722001066
Q4 2021 1,201 3,168,823 RPAR, IVV, GLDM, TIP 13F-HR 2/9/2022 000160658722000421
Q3 2021 1,196 2,662,089 RPAR, IVV, GLDM, TIP 13F-HR 11/12/2021 000160658721001578
Q2 2021 1,161 2,638,002 RPAR, IVV, GLDM, ACWI 13F-HR 8/5/2021 000160658721001039
Q1 2021 1,182 2,211,413 RPAR, IVV, ACWI, GLDM 13F-HR 5/13/2021 000110465921065610
Q4 2020 1,056 1,482,503 RPAR, GLDM, ACWI, OEF 13F-HR 2/12/2021 000110465921021333
Q3 2020 1,048 1,233,640 RPAR, GLDM, ACWI, OEF 13F-HR 11/13/2020 000110465920124803
Q2 2020 1,138 1,031,827 RPAR, GLDM, ACWI, OEF 13F-HR 8/10/2020 000110465920092667
Q1 2020 1,125 702,604 RPAR, ACWI, GLDM, OEF 13F-HR 5/7/2020 000110465920058013
Q4 2019 1,259 786,648 OEF, VOO, TRTX, SPY 13F-HR 2/7/2020 000110465920012359
Q3 2019 1,406 812,689 ACWI, OEF, BYD, TRTX RESTATEMENT 12/17/2019 000179343219000002
Additional filings from Evoke Wealth, LLC that have since been restated