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 THM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $733,125 | 318,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $592,875 | 318,750 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $522,750 | 318,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $274,125 | 318,750 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $200,812 | 318,750 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $146,625 | 318,750 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $178,500 | 318,750 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,375 | 37,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $219,937 | 318,750 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,125 | 37,500 | Shares | Sole | 2024-06-10 | |
| 2023-09-30 | $111,562 | 318,750 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $133,875 | 318,750 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $191,250 | 318,750 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $137,062 | 318,750 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $165,750 | 318,750 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $162,562 | 318,750 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $169,050 | 172,500 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $107,675 | 147,500 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $110,625 | 147,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $154,875 | 147,500 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $157,825 | 147,500 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $169,050 | 122,500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $162,925 | 122,500 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $218,050 | 122,500 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $79,550 | 215,000 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||