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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 $3,832,302,973
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
World Gold Tr
 6,844,570 $423,610,444 11.05%
2.
Ishares Trust
 IEF 629,942 $353,964,179 9.24%
3.
Tidal Etf Tr
 10,902,610 $214,672,387 5.6%
4.
Vanguard Index Fds
 563,450 $154,858,481 4.04%
5.
Schwab Strategic Trust
 FNDF 5,558,246 $149,461,237 3.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)