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Home > Institutional Investor > Evoke Wealth, Llc > Profile

Instuitional Investor - Evoke Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Evoke Wealth, Llc
Portfolio Value $4,672,464,649
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 3,039,793 $517,980,778 11.08%
2.
Tidal Etf Tr
 22,556,358 $431,503,137 9.23%
3.
Ishares Trust
 IEF 575,905 $275,069,829 5.88%
4.
World Gold Tr
 6,355,875 $260,018,869 5.56%
5.
Schwab Strategic Trust
 FNDF 3,195,772 $166,819,345 3.57%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)