Skip to main content

Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.

Institution overview
Positions
1,182
No 13F data for Q4 2020
Portfolio value
$2.21B
No 13F data for Q4 2020
Filed
May 13, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Evoke Wealth, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Tidal ETF Tr886364603RPAR RISK PARI22,163,778$503.6M22.8%–––
iShares Core S&P 500 ETF464287200ETF368,413$146.6M6.6%–––
iShares Tr464288257MSCI ACWI ETF1,051,874$100.1M4.5%–––
GLDMWorld Gold TrustSPDR GLD MINIS5,800,225$98.6M4.5%––History
iShares Tips Bond ETF464287176ETF746,738$93.7M4.2%–––
iShares S&P 100 ETF464287101ETF510,866$91.9M4.2%–––
Flexshares Tr33939L407MORNSTAR UPSTR1,704,432$61.7M2.8%–––
Vanguard S&P 500 ETF922908363ETF164,419$59.9M2.7%–––
Vanguard Ftse Emerging Markets ETF922042858ETF1,083,885$56.4M2.6%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF262,608$54.3M2.5%–––
SPYSPDR S&P 500 ETF TrustETF125,118$49.7M2.2%––History
CMCanadian Imperial Bank of CommerceCOM266,000$26.3M1.2%––History
Vanguard Morningstar Value ETF922908744ETF198,956$26.2M1.2%–––
Vanguard Ftse Developed Markets ETF921943858ETF516,477$25.4M1.1%–––
AAPLApple Inc.Stock201,569$24.6M1.1%––History
Global X FDS37954Y673US INFR DEV ETF977,851$24.5M1.1%–––
BNSBank of Nova ScotiaCOM380,800$23.8M1.1%––History
MSFTMicrosoft CorpStock98,201$23.2M1.0%––History
GOOGLAlphabet Inc.Stock11,214$23.1M1.0%––History
JNJJohnson & JohnsonStock138,207$22.7M1.0%––History
ProShares Tr74347B201PSHS ULTSH 20YRS1,000,000$21.7M1.0%–––
WMWaste Management IncStock137,571$17.7M0.8%––History
AMZNAmazon Com IncStock5,262$16.3M0.7%––History
ADIAnalog Devices IncStock88,879$13.8M0.6%––History
CMCSAComcast CorpStock237,907$12.9M0.6%––History
Barrick Gold Corp067901108COM598,299$11.8M0.5%–––
MDTMedtronic plcStock95,131$11.3M0.5%––History
iShares Tr464287234MSCI EMG MKT ETF207,572$11.1M0.5%–––
KMIKinder Morgan, Inc.Stock659,604$11.0M0.5%––History
LOWLowes Companies IncStock56,513$10.7M0.5%––History
VZVerizon Communications IncStock182,228$10.6M0.5%––History
GLDSPDR Gold TrustETF65,613$10.5M0.5%––History
FISVFiserv IncStock88,008$10.5M0.5%––History
MCOMoodys CorpStock30,251$9.03M0.4%––History
Dimensional Emerging Core Equity Market ETF25434V302ETF306,635$8.61M0.4%–––
MAMastercard IncStock23,792$8.47M0.4%––History
Vanguard Dividend Appreciation ETF921908844ETF53,518$7.87M0.4%–––
Dimensional ETF Trust25434V203INTL CORE EQT MK278,269$7.76M0.4%–––
UNHUnitedHealth Group IncStock20,545$7.64M0.3%––History
PEPPepsiCo IncStock53,314$7.54M0.3%––History
NARIInari Medical, Inc.Stock68,831$7.37M0.3%––History
PSAPublic StorageCOM28,858$7.12M0.3%––History
ICEIntercontinental Exchange, Inc.Stock61,085$6.82M0.3%––History
MCDMcDonalds CorpStock29,869$6.70M0.3%––History
MSCIMSCI Inc.Stock15,548$6.52M0.3%––History
SHWSherwin Williams CoCOM8,751$6.46M0.3%––History
NEMNEWMONT CorpStock101,866$6.14M0.3%––History
SPGIS&P Global Inc.Stock17,062$6.02M0.3%––History
BAXBaxter International IncStock71,030$6.01M0.3%––History
NKENIKE, Inc.Stock45,043$6.00M0.3%––History
IAUiShares Gold TrustISHARES364,938$5.93M0.3%––History
VVisa Inc.Stock27,956$5.92M0.3%––History
SWKSSkyworks Solutions, Inc.Stock31,934$5.86M0.3%––History
MDLZMondelez International, Inc.Stock98,108$5.77M0.3%––History
DISWalt Disney CoStock31,116$5.74M0.3%––History
CLColgate Palmolive CoStock69,784$5.50M0.2%––History
ORCLOracle CorpStock77,483$5.44M0.2%––History
AZOAutoZone IncCOM3,768$5.29M0.2%––History
CCICrown Castle Inc.REIT30,608$5.27M0.2%––History
Invesco Exchange Traded FD T46137V621FINL PFD ETF273,572$5.17M0.2%–––
DLTRDollar Tree, Inc.COM44,033$5.04M0.2%––History
iShares Inc464286772MSCI STH KOR ETF54,000$4.84M0.2%–––
BDXBecton Dickinson & CoStock19,757$4.80M0.2%––History
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV235,950$4.78M0.2%–––
VMCVulcan Materials COCOM27,322$4.61M0.2%––History
LINLinde PLCSHS16,125$4.52M0.2%––History
TRTXTPG RE Finance Trust, Inc.COM394,955$4.50M0.2%––History
GGGGraco IncCOM62,818$4.50M0.2%––History
CARRCarrier Global CorpStock105,346$4.45M0.2%––History
TJXTJX Companies IncStock66,718$4.41M0.2%––History
MTDMettler Toledo International IncCOM3,609$4.17M0.2%––History
AWIArmstrong World Industries IncCOM45,599$4.11M0.2%––History
UBERUber Technologies, IncStock74,285$4.05M0.2%––History
iShares Russell 2000 ETF464287655ETF18,218$4.03M0.2%–––
RCIRogers Communications IncCL B86,000$4.00M0.2%––History
CLNEClean Energy Fuels Corp.COM287,018$3.94M0.2%––History
USBUS Bancorp DECOM NEW70,419$3.92M0.2%––History
Dimensional ETF Trust25434V104US CORE EQT MKT138,089$3.89M0.2%–––
MIDDMIDDLEBY CorpCOM22,745$3.77M0.2%––History
CMECME Group Inc.COM18,424$3.76M0.2%––History
SYYSysco CorpStock46,709$3.70M0.2%––History
ECLEcolab Inc.Stock16,874$3.62M0.2%––History
Vanguard Real Estate ETF922908553ETF38,799$3.56M0.2%–––
SBUXStarbucks CorpStock32,462$3.55M0.2%––History
ZBRAZebra Technologies CorpCL A6,928$3.36M0.2%––History
SMSM Energy CoCOM201,135$3.29M0.1%––History
COPConocoPhillipsStock61,046$3.23M0.1%––History
OTISOtis Worldwide CorpStock45,484$3.11M0.1%––History
Invesco QQQ Trust Series I46090E103ETF9,701$3.10M0.1%–––
LKQLKQ CorpCOM73,000$3.09M0.1%––History
BRK.ABerkshire Hathaway IncCL A8$3.09M0.1%––History
JPMJPMorgan Chase & CoStock19,976$3.04M0.1%––History
Vanguard World FD921910709EXTENDED DUR22,276$2.80M0.1%–––
iShares Tr464287622RUS 1000 ETF12,461$2.79M0.1%–––
NSCNorfolk Southern CorpStock10,128$2.72M0.1%––History
PGProcter & Gamble CoStock19,164$2.60M0.1%––History
FDSFactset Research Systems IncStock8,379$2.59M0.1%––History
Vanguard Energy ETF92204A306ETF37,985$2.58M0.1%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF22,669$2.58M0.1%–––
METAMeta Platforms, Inc.Stock8,588$2.53M0.1%––History