EVOKE WEALTH, LLC
Top Portfolio Positions
483 positions ·
$1,929,125,780 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
7,472,647 | $692,639,650 | 35.90% | |
| NVDA |
Nvidia Corp
Technology
|
1,096,798 | $191,281,571 | 9.92% | |
| AAPL |
Apple Inc.
Technology
|
472,744 | $119,977,699 | 6.22% | |
| SPY |
Spdr S&P 500 ETF Trust
|
126,809 | $82,468,965 | 4.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
242,361 | $69,693,329 | 3.61% | |
| MSFT |
Microsoft Corp
Technology
|
124,602 | $46,123,922 | 2.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
175,141 | $36,476,616 | 1.89% | |
| GLD |
Spdr Gold Trust
|
54,900 | $23,622,921 | 1.22% | |
| LRCX |
Lam Research Corp
Technology
|
85,148 | $18,192,721 | 0.94% | |
| IAU |
Ishares Gold Trust
|
205,916 | $18,153,554 | 0.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DLY
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,928 | 20,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $334,420 | 23,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,269,509 | 84,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,507,319 | 96,685 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,492,228 | 92,685 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,467,203 | 92,685 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,537,644 | 92,685 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $252,480 | 16,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,477,398 | 92,685 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $680,526 | 46,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $671,286 | 46,200 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $878,222 | 62,775 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $849,848 | 64,775 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $873,814 | 64,775 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $928,873 | 64,775 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,096,756 | 65,478 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,184,158 | 63,324 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,209,185 | 63,275 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,197,720 | 59,886 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,146,218 | 59,886 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,313,377 | 70,955 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,076,823 | 58,875 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $515,060 | 29,215 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $314,925 | 16,575 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||