| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 20 | Q2 2024 | 1.1% |
| DOUBLELINE INCOME SOLUTIONS | 20 | Q2 2024 | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q2 2024 | 1.2% |
| REXFORD INDUSTRIAL | 20 | Q2 2024 | 2.2% |
| META PLATFORMS INC. | 20 | Q2 2024 | 0.7% |
| 3M COMPANY | 20 | Q2 2024 | 1.4% |
| NUVEEN AMT-FREE QUALITY MUNI INC | 20 | Q2 2024 | 0.6% |
| NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME | 20 | Q2 2024 | 0.6% |
| CROWN CRAFTS INC COM | 20 | Q2 2024 | 0.3% |
| INTERNATIONAL TOWER HILL MINES | 20 | Q2 2024 | 0.0% |
View EVOKE WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| N-PX | 2024-08-13 |
| 13F-HR/A | 2024-06-10 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-07 |
View EVOKE WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.