Evexia Wealth LLC Portfolio Holdings

Evexia Wealth LLC

  • $243 Billion
  • Q1 2024

Evexia Wealth LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.1B, Parker Hannifin Corp with a value of $11.7B, Hubbell Inc with a value of $11.4B, Kla Corp with a value of $11.3B, and Intuit Inc with a value of $11.1B.

Examining the 13F form we can see an increase of $6.23B in the current position value, from $237B to 243B.

Evexia Wealth LLC is based out at Stevens Point, WI

Below you can find more details about Evexia Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $243 Billion
Technology: $69.5 Billion
Industrials: $54.7 Billion
Healthcare: $26.2 Billion
Financial Services: $25.8 Billion
Consumer Cyclical: $23.9 Billion
ETFs: $16 Billion
Consumer Defensive: $13.2 Billion
Basic Materials: $7.33 Billion
Other: $6.35 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.48T
$12.1 Billion 5.0% of portfolio
28,761
Q1 2024 Reduced 7.19%
$67.2B
$11.7 Billion 4.83% of portfolio
21,310
Q1 2024 Reduced 4.1%
$20.2B
$11.4 Billion 4.7% of portfolio
28,436
Q1 2024 Added 23.65%
$126B
$11.3 Billion 4.64% of portfolio
16,559
Q1 2024 Reduced 15.68%
$178B
$11.1 Billion 4.55% of portfolio
17,804
Q1 2024 Added 6.73%
$122B
$10.9 Billion 4.48% of portfolio
14,270
Q1 2024 Reduced 1.1%
$3.74T
$10.1 Billion 4.17% of portfolio
57,426
Q1 2024 Added 1.5%
$186B
$9.76 Billion 4.02% of portfolio
30,960
Q1 2024 Added 5.76%
$391B
$9.47 Billion 3.9% of portfolio
12,945
Q1 2024 Added 0.41%
$707B
$9.26 Billion 3.81% of portfolio
6,887
Q1 2024 Added 14.33%
$893B
$8.98 Billion 3.7% of portfolio
11,946
Q1 2024 Added 37.07%
$62.2B
$8.53 Billion 3.51% of portfolio
45,402
Q1 2024 Added 9.74%
$469B
$8.23 Billion 3.39% of portfolio
18,731
Q1 2024 Reduced 0.6%
$9.76B
$8.05 Billion 3.32% of portfolio
27,881
Q1 2024 Reduced 31.55%
$137B
$7.75 Billion 3.19% of portfolio
33,411
Q1 2024 Reduced 2.27%
$610B
$7.56 Billion 3.11% of portfolio
41,351
Q1 2024 Reduced 10.31%
$121B
$6.67 Billion 2.75% of portfolio
14,806
Q1 2024 Reduced 5.67%
$65.6B
$6.57 Billion 2.71% of portfolio
14,408
Q1 2024 Reduced 18.12%
$63.8B
$6.21 Billion 2.56% of portfolio
26,403
Q1 2024 Added 10.48%
$74B
$4.92 Billion 2.03% of portfolio
36,402
Q1 2024 Added 14.88%
$184B
$4.84 Billion 1.99% of portfolio
18,083
Q1 2024 Added 19.24%
$13.2B
$4.53 Billion 1.87% of portfolio
17,126
Q1 2024 New
$58.6B
$4.4 Billion 1.81% of portfolio
8,215
Q1 2024 New
$9.53B
$4.21 Billion 1.73% of portfolio
49,073
Q1 2024 Added 11.14%
$16.8B
$3.96 Billion 1.63% of portfolio
12,169
Q1 2024 Added 35.63%
$27.3B
$3.7 Billion 1.52% of portfolio
19,920
Q1 2024 Reduced 3.45%
$56.7B
$3.36 Billion 1.39% of portfolio
14,533
Q1 2024 Added 74.32%
$13.5B
$3.22 Billion 1.33% of portfolio
10,391
Q1 2024 Added 2.32%
$102B
$2.52 Billion 1.04% of portfolio
31,459
Q1 2024 Added 14.65%
$0
$2.2 Billion 0.9% of portfolio
91,927
Q1 2024 Added 10.24%
$0
$2.12 Billion 0.87% of portfolio
21,364
Q1 2024 Added 9.57%
$0
$1.6 Billion 0.66% of portfolio
78,114
Q1 2024 Added 10.09%
$0
$1.52 Billion 0.62% of portfolio
72,235
Q1 2024 Added 9.83%
$0
$1.38 Billion 0.57% of portfolio
72,170
Q1 2024 Added 10.27%
$0
$1.33 Billion 0.55% of portfolio
58,251
Q1 2024 Added 10.37%
$0
$1.18 Billion 0.49% of portfolio
51,071
Q1 2024 Added 10.4%
$75.7B
$1.06 Billion 0.44% of portfolio
4,891
Q1 2024 Added 4.69%
$0
$936 Million 0.39% of portfolio
40,865
Q1 2024 Added 9.9%
$0
$776 Million 0.32% of portfolio
8,013
Q1 2024 Added 20.95%
$0
$583 Million 0.24% of portfolio
25,877
Q1 2024 Added 10.55%
$12.2B
$527 Million 0.22% of portfolio
356
Q1 2024 New
$24.6B
$546 Million 0.22% of portfolio
4,263
Q1 2024 Added 2.35%
$24.4B
$509 Million 0.21% of portfolio
2,789
Q1 2024 Added 5.68%
$175B
$462 Million 0.19% of portfolio
5,363
Q1 2024 Reduced 87.79%
$0
$466 Million 0.19% of portfolio
4,392
Q1 2024 Added 10.19%
$4.02B
$418 Million 0.17% of portfolio
6,505
Q1 2024 Added 6.71%
$143B
$387 Million 0.16% of portfolio
6,129
Q1 2024 Added 5.45%
$165B
$374 Million 0.15% of portfolio
9,493
Q1 2024 Reduced 86.89%
$0
$372 Million 0.15% of portfolio
7,993
Q1 2024 Added 7.16%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $243 Billion
  • Prior Value $237 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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