Evoke Wealth, Llc Buys Vanguard S&P 500 ETF, Vanguard Total Stock Market ETF, Vanguard Value ETF, Sells JPMorgan Chase, Vodafone Group PLC, SSgA SPDR Gold Shares

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Investment company Evoke Wealth, Llc (Current Portfolio) buys Vanguard S&P 500 ETF, Vanguard Total Stock Market ETF, Vanguard Value ETF, Inari Medical Inc, Newmont Corp, sells JPMorgan Chase, Vodafone Group PLC, SSgA SPDR Gold Shares, Herbalife Nutrition, Chevron Corp during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Evoke Wealth, Llc. As of 2020Q4, Evoke Wealth, Llc owns 1040 stocks with a total value of $1 billion. These are the details of the buys and sells.

For the details of EVOKE WEALTH, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/evoke+wealth%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of EVOKE WEALTH, LLC
  1. SPDR Gold MiniShares Trust (GLDM) - 5,400,446 shares, 10.09% of the total portfolio. Shares added by 6.54%
  2. iShares MSCI ACWI Index Fund (ACWI) - 1,074,238 shares, 9.62% of the total portfolio. Shares reduced by 1.83%
  3. BTC iShares S&P 100 ETF (OEF) - 519,704 shares, 8.80% of the total portfolio. Shares added by 0.57%
  4. Vanguard S&P 500 ETF (VOO) - 175,442 shares, 5.95% of the total portfolio. Shares added by 28.82%
  5. BTC iShares TIPS Bond ETF (TIP) - 468,894 shares, 5.91% of the total portfolio. Shares added by 7.24%
New Purchase: Inari Medical Inc (NARI)

Evoke Wealth, Llc initiated holding in Inari Medical Inc. The purchase prices were between $60 and $87.29, with an estimated average price of $70.68. The stock is now traded at around $115.980000. The impact to a portfolio due to this purchase was 0.62%. The holding were 72,256 shares as of 2020-12-31.

New Purchase: New Gold Inc (NGD)

Evoke Wealth, Llc initiated holding in New Gold Inc. The purchase prices were between $1.73 and $2.37, with an estimated average price of $2.04. The stock is now traded at around $1.660000. The impact to a portfolio due to this purchase was 0.03%. The holding were 157,000 shares as of 2020-12-31.

New Purchase: Palantir Technologies Inc (PLTR)

Evoke Wealth, Llc initiated holding in Palantir Technologies Inc. The purchase prices were between $9.03 and $29.05, with an estimated average price of $18.02. The stock is now traded at around $29.065000. The impact to a portfolio due to this purchase was 0.02%. The holding were 6,730 shares as of 2020-12-31.

New Purchase: C3.ai Inc (AI)

Evoke Wealth, Llc initiated holding in C3.ai Inc. The purchase prices were between $92.49 and $177.47, with an estimated average price of $134.16. The stock is now traded at around $139.853000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,395 shares as of 2020-12-31.

New Purchase: Airbnb Inc (ABNB)

Evoke Wealth, Llc initiated holding in Airbnb Inc. The purchase prices were between $124.8 and $163.19, with an estimated average price of $147.63. The stock is now traded at around $201.270000. The impact to a portfolio due to this purchase was 0.01%. The holding were 480 shares as of 2020-12-31.

New Purchase: Pinterest Inc (PINS)

Evoke Wealth, Llc initiated holding in Pinterest Inc. The purchase prices were between $43.01 and $72.99, with an estimated average price of $60.23. The stock is now traded at around $85.565000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,510 shares as of 2020-12-31.

Added: Vanguard S&P 500 ETF (VOO)

Evoke Wealth, Llc added to a holding in Vanguard S&P 500 ETF by 28.82%. The purchase prices were between $299.82 and $343.69, with an estimated average price of $326.57. The stock is now traded at around $359.130000. The impact to a portfolio due to this purchase was 1.33%. The holding were 175,442 shares as of 2020-12-31.

Added: Vanguard Total Stock Market ETF (VTI)

Evoke Wealth, Llc added to a holding in Vanguard Total Stock Market ETF by 21.58%. The purchase prices were between $166.99 and $194.64, with an estimated average price of $183.18. The stock is now traded at around $205.720000. The impact to a portfolio due to this purchase was 0.78%. The holding were 228,934 shares as of 2020-12-31.

Added: Vanguard Value ETF (VTV)

Evoke Wealth, Llc added to a holding in Vanguard Value ETF by 335.90%. The purchase prices were between $101.75 and $119.15, with an estimated average price of $112.7. The stock is now traded at around $124.550000. The impact to a portfolio due to this purchase was 0.69%. The holding were 75,432 shares as of 2020-12-31.

Added: Newmont Corp (NEM)

Evoke Wealth, Llc added to a holding in Newmont Corp by 2565.95%. The purchase prices were between $56.87 and $68.14, with an estimated average price of $61.6. The stock is now traded at around $57.365000. The impact to a portfolio due to this purchase was 0.52%. The holding were 90,589 shares as of 2020-12-31.

Added: Virgin Galactic Holdings Inc (SPCE)

Evoke Wealth, Llc added to a holding in Virgin Galactic Holdings Inc by 116566.67%. The purchase prices were between $17.42 and $33.8, with an estimated average price of $23.41. The stock is now traded at around $48.155000. The impact to a portfolio due to this purchase was 0.16%. The holding were 70,000 shares as of 2020-12-31.

Added: SSgA Industrial Select Sector SPDR (XLI)

Evoke Wealth, Llc added to a holding in SSgA Industrial Select Sector SPDR by 5057.51%. The purchase prices were between $74.87 and $89.65, with an estimated average price of $84.5. The stock is now traded at around $89.610000. The impact to a portfolio due to this purchase was 0.14%. The holding were 16,143 shares as of 2020-12-31.

Sold Out: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)

Evoke Wealth, Llc sold out a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF. The sale prices were between $91.51 and $91.53, with an estimated average price of $91.52.

Sold Out: Texas Roadhouse Inc (TXRH)

Evoke Wealth, Llc sold out a holding in Texas Roadhouse Inc. The sale prices were between $64.22 and $81.91, with an estimated average price of $74.65.

Sold Out: Cheesecake Factory Inc (CAKE)

Evoke Wealth, Llc sold out a holding in Cheesecake Factory Inc. The sale prices were between $29.05 and $39.43, with an estimated average price of $34.4.

Sold Out: BJ's Restaurants Inc (BJRI)

Evoke Wealth, Llc sold out a holding in BJ's Restaurants Inc. The sale prices were between $28.03 and $39.62, with an estimated average price of $34.15.

Sold Out: Cracker Barrel Old Country Store Inc (CBRL)

Evoke Wealth, Llc sold out a holding in Cracker Barrel Old Country Store Inc. The sale prices were between $109.47 and $145.4, with an estimated average price of $128.92.

Sold Out: Bloomin Brands Inc (BLMN)

Evoke Wealth, Llc sold out a holding in Bloomin Brands Inc. The sale prices were between $13.98 and $19.42, with an estimated average price of $17.06.



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