EVOKE WEALTH, LLC
Top Portfolio Positions
482 positions ·
$1,914,480,758 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
7,472,647 | $692,639,650 | 36.18% | |
| NVDA |
Nvidia Corp
Technology
|
1,096,798 | $191,281,571 | 9.99% | |
| AAPL |
Apple Inc.
Technology
|
472,744 | $119,977,699 | 6.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
126,809 | $82,468,965 | 4.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
242,361 | $69,693,329 | 3.64% | |
| MSFT |
Microsoft Corp
Technology
|
124,602 | $46,123,922 | 2.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
175,141 | $36,476,616 | 1.91% | |
| GLD |
Spdr Gold Trust
|
54,900 | $23,622,921 | 1.23% | |
| LRCX |
Lam Research Corp
Technology
|
85,148 | $18,192,721 | 0.95% | |
| IAU |
Ishares Gold Trust
|
205,916 | $18,153,554 | 0.95% |
Portfolio Trend
Holdings in ZIP
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,361 | 11,066 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,748 | 10,192 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $59,012 | 11,779 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $84,262 | 14,306 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $105,356 | 14,552 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $139,555 | 14,690 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $90,900 | 10,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $168,156 | 14,635 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $139,000 | 10,000 | Shares | Sole | 2024-06-10 | |
| 2023-09-30 | $175,473 | 14,635 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $259,917 | 14,635 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $233,281 | 14,635 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $240,306 | 14,635 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $241,477 | 14,635 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,402,490 | 94,635 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,323,712 | 144,635 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,607,196 | 144,635 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,095,926 | 184,635 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $115,782 | 4,635 | Shares | Sole | 2021-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||