HoldingsChannel.com
Evoke Wealth LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (OEF) 2,721,202 +2,142,162 $264,717
     OEF2,721,202+2,142,162$264,717
VANGUARD INDEX FDS (VOO) 247,376 +113,354 $53,478
     VOO247,376+113,354$53,478
TPG RE FIN TR INC 1,926,008 -37,095 $39,875
     TRTX1,926,008-37,095$39,875
SPDR S&P 500 ETF TR (SPY) 83,941 +4,574 $27,148
     SPY83,941+4,574$27,148
ISHARES GOLD TRUST (IAU) 1,748,822 +1,563,706 $25,358
     IAU1,748,822+1,563,706$25,358
CDN IMPERIAL BK COMM TORONTO 267,987 +10 $22,297
     CM267,987+10$22,297
UNITEDHEALTH GROUP INC 75,718 -65 $22,260
     UNH75,718-65$22,260
BANK N S HALIFAX 380,863 UNCH $21,515
     BNS380,863UNCH$21,515
SPDR GOLD TRUST (GLD) 100,643 -124,219 $14,382
     GLD100,643-124,219$14,382
VANGUARD INTL EQUITY INDEX F (VNQI) 304,174 +304,174 $13,939
     VNQI304,174+304,174$13,939
APPLE INC 45,831 -4,064 $13,458
     AAPL45,831-4,064$13,458
DOUBLELINE INCOME SOLUTIONS 655,551 +25,601 $12,954
     DSL655,551+25,601$12,954
EXXON MOBIL CORP 150,191 +397 $10,480
     XOM150,191+397$10,480
BERKSHIRE HATHAWAY INC DEL      $9,245
     BRK.A21,340+21,327$9,245
INTEL CORP 145,545 -50,794 $8,711
     INTC145,545-50,794$8,711
CHEVRON CORP NEW 49,674 +679 $5,986
     CVX49,674+679$5,986
TIDAL ETF TR (AWTM) 296,620 +296,620 $5,962
     AWTM296,620+296,620$5,962
MICROSOFT CORP 36,617 -186 $5,775
     MSFT36,617-186$5,775
MONDELEZ INTL INC 102,447 +1,541 $5,672
     MDLZ102,447+1,541$5,672
WORLD GOLD TR 330,352 +4,407 $5,002
     GLDM330,352+4,407$5,002
VANGUARD GROUP (VIG) 30,939 -7,468 $3,857
     VIG30,939-7,468$3,857
SPDR SERIES TRUST (XNTK) 50,214 +50,214 $3,820
     XNTK50,214+50,214$3,820
ALPHABET INC 2,719 +1,972 $3,640
     GOOG2,719+1,972$3,640
VEEVA SYS INC 22,946 +14,843 $3,228
     VEEV22,946+14,843$3,228
DISNEY WALT CO 20,448 -2,701 $2,975
     DIS20,448-2,701$2,975
INVESCO EXCHANGE TRADED FD T (PPA) 64,850 +64,850 $2,929
     PPA64,850+64,850$2,929
VANGUARD WORLD FDS (VCR) 21,383 +19,725 $2,927
     VCR21,383+19,725$2,927
BOEING CO 8,921 +123 $2,906
     BA8,921+123$2,906
JOHNSON & JOHNSON 19,400 -2,056 $2,830
     JNJ19,400-2,056$2,830
CONCHO RES INC 31,633 +43 $2,770
     CXO31,633+43$2,770
RESMED INC 17,225 UNCH $2,669
     RMD17,225UNCH$2,669
BANK AMER CORP 74,544 +1,352 $2,625
     BAC74,544+1,352$2,625
VANGUARD TAX MANAGED INTL FD (VEA) 58,129 +2,751 $2,561
     VEA58,129+2,751$2,561
SALESFORCE COM INC 15,117 +10 $2,459
     CRM15,117+10$2,459
CITIGROUP INC 28,017 +24,642 $2,238
     C28,017+24,642$2,238
AMAZON COM INC 1,209 +231 $2,234
     AMZN1,209+231$2,234
CONOCOPHILLIPS 33,634 -38,291 $2,187
     COP33,634-38,291$2,187
JPMORGAN CHASE & CO 34,549 +23,386 $2,110
     JPM34,549+23,386$2,110
TPG SPECIALTY LENDING INC      $2,087
     ETF95,718+95,718$2,087
CVS HEALTH CORP 26,023 +838 $1,933
     CVS26,023+838$1,933
ENTERPRISE PRODS PARTNERS L 67,247 +21,719 $1,894
     EPD67,247+21,719$1,894
ANNALY CAP MGMT INC 187,645 -43,200 $1,815
     NLY187,645-43,200$1,815
FACEBOOK INC 8,820 +1,054 $1,810
     FB8,820+1,054$1,810
UNION PACIFIC CORP 9,872 -15 $1,785
     UNP9,872-15$1,785
WISDOMTREE TR 26,166 +26,166 $1,636
     DTD26,166+26,166$1,636
NUVEEN CALIFORNIA AMT QLT MU 107,395 +14,119 $1,633
     NKX107,395+14,119$1,633
CHENIERE ENERGY INC      $1,629
     STOCK26,668+26,668$1,629
UBER TECHNOLOGIES INC 54,729 +53,694 $1,628
     UBER54,729+53,694$1,628
ROYAL DUTCH SHELL PLC      $1,566
     RDS.B26,509+25,075$1,566
ZYMEWORKS INC 33,898 UNCH $1,541
     ZYME33,898UNCH$1,541

See Full List: All Stocks Held By Evoke Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Evoke Wealth LLC

Size ($ in 1000's)
At 12/31/2019: $786,667
At 09/30/2019: $812,704

Evoke Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Evoke Wealth LLC 13F filings. Link to 13F filings: SEC filings

Evoke Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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