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Evoke Wealth, LLC Buys Invesco Solar ETF, ZipRecruiter Inc, Sysco Corp, Sells Waste Management Inc, Kinder Morgan Inc, Barrick Gold Corp

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Nov 12, 2021
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Investment company Evoke Wealth, LLC (Current Portfolio) buys Invesco Solar ETF, ZipRecruiter Inc, Sysco Corp, Dimensional International Core Equity Market ETF, Dimensional US Core Equity Market ETF, sells Waste Management Inc, Kinder Morgan Inc, Barrick Gold Corp, Johnson & Johnson, McDonald's Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Evoke Wealth, LLC. As of 2021Q3, Evoke Wealth, LLC owns 1196 stocks with a total value of $2.7 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. RPAR Risk Parity ETF (RPAR) - 26,071,098 shares, 23.67% of the total portfolio. Shares added by 5.94%
  2. iShares Core S&P 500 ETF (IVV) - 470,202 shares, 7.61% of the total portfolio. Shares added by 5.53%
  3. SPDR Gold MiniShares Trust (GLDM) - 6,842,460 shares, 4.48% of the total portfolio. Shares added by 2.87%
  4. iShares TIPS Bond ETF (TIP) - 864,591 shares, 4.14% of the total portfolio. Shares added by 5.16%
  5. iShares MSCI ACWI Index Fund (ACWI) - 1,045,536 shares, 3.92% of the total portfolio. Shares reduced by 0.16%
New Purchase: Coupang Inc (CPNG)

Evoke Wealth, LLC initiated holding in Coupang Inc. The purchase prices were between $27.85 and $44.54, with an estimated average price of $34.58. The stock is now traded at around $27.845000. The impact to a portfolio due to this purchase was 0.02%. The holding were 20,641 shares as of 2021-09-30.

New Purchase: General Electric Co (GE)

Evoke Wealth, LLC initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $107.440000. The impact to a portfolio due to this purchase was 0.02%. The holding were 6,445 shares as of 2021-09-30.

New Purchase: Pinnacle West Capital Corp (PNW)

Evoke Wealth, LLC initiated holding in Pinnacle West Capital Corp. The purchase prices were between $71.68 and $86.39, with an estimated average price of $79.28. The stock is now traded at around $65.410000. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,000 shares as of 2021-09-30.

New Purchase: Sharecare Inc (SHCR)

Evoke Wealth, LLC initiated holding in Sharecare Inc. The purchase prices were between $0 and $9.15, with an estimated average price of $7.33. The stock is now traded at around $7.790000. The impact to a portfolio due to this purchase was 0.01%. The holding were 20,000 shares as of 2021-09-30.

New Purchase: Power & Digital Infrastructure Acquisition Corp (XPDI)

Evoke Wealth, LLC initiated holding in Power & Digital Infrastructure Acquisition Corp. The purchase prices were between $9.74 and $10.29, with an estimated average price of $10.04. The stock is now traded at around $12.965000. The impact to a portfolio due to this purchase was 0.01%. The holding were 25,000 shares as of 2021-09-30.

New Purchase: BlackRock Capital Investment Corp (BKCC)

Evoke Wealth, LLC initiated holding in BlackRock Capital Investment Corp. The purchase prices were between $3.81 and $4.24, with an estimated average price of $4.01. The stock is now traded at around $4.339900. The impact to a portfolio due to this purchase was 0.01%. The holding were 47,000 shares as of 2021-09-30.

Added: Invesco Solar ETF (TAN)

Evoke Wealth, LLC added to a holding in Invesco Solar ETF by 7995.46%. The purchase prices were between $78.01 and $89.68, with an estimated average price of $84.16. The stock is now traded at around $99.640000. The impact to a portfolio due to this purchase was 0.31%. The holding were 105,241 shares as of 2021-09-30.

Added: ZipRecruiter Inc (ZIP)

Evoke Wealth, LLC added to a holding in ZipRecruiter Inc by 3883.50%. The purchase prices were between $23 and $29.04, with an estimated average price of $25.87. The stock is now traded at around $31.280000. The impact to a portfolio due to this purchase was 0.19%. The holding were 184,635 shares as of 2021-09-30.

Added: Sysco Corp (SYY)

Evoke Wealth, LLC added to a holding in Sysco Corp by 83.05%. The purchase prices were between $70.47 and $81.66, with an estimated average price of $76.29. The stock is now traded at around $77.190000. The impact to a portfolio due to this purchase was 0.16%. The holding were 122,858 shares as of 2021-09-30.

Added: Dimensional US Core Equity Market ETF (DFAU)

Evoke Wealth, LLC added to a holding in Dimensional US Core Equity Market ETF by 35.83%. The purchase prices were between $29.56 and $31.59, with an estimated average price of $30.79. The stock is now traded at around $32.799900. The impact to a portfolio due to this purchase was 0.13%. The holding were 448,175 shares as of 2021-09-30.

Added: Dimensional International Core Equity Market ETF (DFAI)

Evoke Wealth, LLC added to a holding in Dimensional International Core Equity Market ETF by 20.05%. The purchase prices were between $28.26 and $30.27, with an estimated average price of $29.48. The stock is now traded at around $30.209800. The impact to a portfolio due to this purchase was 0.13%. The holding were 724,302 shares as of 2021-09-30.

Added: Snowflake Inc (SNOW)

Evoke Wealth, LLC added to a holding in Snowflake Inc by 240.24%. The purchase prices were between $236.75 and $324.08, with an estimated average price of $284.09. The stock is now traded at around $379.230000. The impact to a portfolio due to this purchase was 0.08%. The holding were 9,377 shares as of 2021-09-30.

Sold Out: Zebra Technologies Corp (ZBRA)

Evoke Wealth, LLC sold out a holding in Zebra Technologies Corp. The sale prices were between $506.91 and $590.6, with an estimated average price of $557.52.

Sold Out: BTC iShares U.S. Oil & Gas Exploration & Productio (IEO)

Evoke Wealth, LLC sold out a holding in BTC iShares U.S. Oil & Gas Exploration & Productio. The sale prices were between $46.13 and $58.66, with an estimated average price of $51.67.

Sold Out: Cano Health Inc (CANO)

Evoke Wealth, LLC sold out a holding in Cano Health Inc. The sale prices were between $9.66 and $15.44, with an estimated average price of $12.14.

Sold Out: Credit Suisse Group AG (CS)

Evoke Wealth, LLC sold out a holding in Credit Suisse Group AG. The sale prices were between $9.4 and $10.72, with an estimated average price of $10.23.

Sold Out: BTC iShares MSCI India ETF (INDA)

Evoke Wealth, LLC sold out a holding in BTC iShares MSCI India ETF. The sale prices were between $43.81 and $50.07, with an estimated average price of $46.64.

Sold Out: VMware Inc (VMW)

Evoke Wealth, LLC sold out a holding in VMware Inc. The sale prices were between $138.03 and $159.48, with an estimated average price of $151.63.



Here is the complete portfolio of Evoke Wealth, LLC. Also check out:

1. Evoke Wealth, LLC's Undervalued Stocks
2. Evoke Wealth, LLC's Top Growth Companies, and
3. Evoke Wealth, LLC's High Yield stocks
4. Stocks that Evoke Wealth, LLC keeps buying
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