EVOKE WEALTH, LLC

Q1 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
450
Total value ($000)
$3,832,303
Net value change ($000)
+239,796 (6.7%)
New positions
37
Sold out positions
21
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2025 Next filing: 8/7/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLDM 80,251 23.4%
NVDA 44,831 218.7%
GUNR 25,246 21.4%
SCHP 23,908 19.0%
STIP 18,138 533.9%
KKR 17,392 2300.5%
AAPL 16,089 25.0%
GOOGL 10,776 192.7%
VEA 9,771 13.2%
DFAI 9,122 17.0%
Top Reduces (Value $000, Stocks/ETFs)
META -18,948 -65.0%
IVV -12,565 -3.4%
OEF -9,920 -7.9%
Inari Medical, Inc. -9,849 -100.0%
XLE -8,310 -87.8%
AGG -5,853 -7.2%
SPY -5,768 -7.9%
VTI -4,421 -2.8%
ACWI -3,837 -3.9%
TSLA -3,536 -57.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type