Evexia Wealth LLC Portfolio Holdings

Evexia Wealth LLC

  • $318 Billion
  • Q2 2025

Evexia Wealth LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $318 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $17.7B, Kla Corp with a value of $16.6B, Microsoft Corp with a value of $15.7B, Intuit Inc with a value of $15.1B, and Blackrock Inc with a value of $14.8B.

Examining the 13F form we can see an increase of $42.9B in the current position value, from $275B to 318B.

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 $318 Billion
Technology: $99.5 Billion
Industrials: $63.7 Billion
ETFs: $38.5 Billion
Consumer Cyclical: $29.3 Billion
Healthcare: $23.1 Billion
Financial Services: $19 Billion
Consumer Defensive: $9.39 Billion
Basic Materials: $4.08 Billion
Other: $5.36 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$17.7 Billion 5.57% of portfolio
62,558
Q2 2025 Added 1.73%
$133B
$16.6 Billion 5.22% of portfolio
17,829
Q2 2025 Added 5.82%
$23.2B
$14.6 Billion 4.59% of portfolio
33,945
Q2 2025 Added 14.87%
$96.6B
$14.4 Billion 4.51% of portfolio
19,874
Q2 2025 Added 2.81%
$19.4B
$11.2 Billion 3.51% of portfolio
21,859
Q2 2025 Added 55.23%
$73.8B
$9.24 Billion 2.9% of portfolio
38,400
Q2 2025 Reduced 12.76%
$150B
$9.08 Billion 2.85% of portfolio
32,150
Q2 2025 Added 0.47%
$112B
$8.72 Billion 2.74% of portfolio
31,826
Q2 2025 Added 5.62%
$13.8B
$8.26 Billion 2.6% of portfolio
48,490
Q2 2025 Reduced 10.79%
$89.4B
$6.93 Billion 2.18% of portfolio
13,353
Q2 2025 Reduced 3.47%
$152B
$5.6 Billion 1.76% of portfolio
25,571
Q2 2025 Reduced 3.76%
$112B
$5.58 Billion 1.75% of portfolio
15,457
Q2 2025 Added 58.4%
$12.3B
$5.29 Billion 1.66% of portfolio
24,391
Q2 2025 Added 30.57%
$30.2B
$5.14 Billion 1.62% of portfolio
9,092
Q2 2025 Added 30.22%
$55.1B
$4.82 Billion 1.52% of portfolio
8,853
Q2 2025 Added 6.07%
$40.5B
$4.78 Billion 1.5% of portfolio
19,984
Q2 2025 New
$69.2B
$3.75 Billion 1.18% of portfolio
31,866
Q2 2025 Added 0.41%
$10.5B
$3.62 Billion 1.14% of portfolio
40,468
Q2 2025 Added 2.9%
$102B
$790 Million 0.25% of portfolio
1,765
Q2 2025 Reduced 12.84%
$21.7B
$765 Million 0.24% of portfolio
12,606
Q2 2025 Added 52.36%
$95.7B
$680 Million 0.21% of portfolio
1,163
Q2 2025 Added 32.16%
$19.7B
$666 Million 0.21% of portfolio
3,790
Q2 2025 Added 7.58%
$25.8B
$647 Million 0.2% of portfolio
4,877
Q2 2025 Reduced 8.19%
$56B
$604 Million 0.19% of portfolio
1,497
Q2 2025 New
$111B
$547 Million 0.17% of portfolio
1,703
Q2 2025 Added 19.68%
$172B
$486 Million 0.15% of portfolio
504
Q2 2025 Added 34.76%
$141B
$474 Million 0.15% of portfolio
6,245
Q2 2025 Reduced 17.85%
$162B
$429 Million 0.13% of portfolio
2,251
Q2 2025 Added 25.4%
$14B
$346 Million 0.11% of portfolio
2,470
Q2 2025 Added 15.37%
$11.3B
$345 Million 0.11% of portfolio
3,805
Q2 2025 Added 35.99%
$30.3B
$268 Million 0.08% of portfolio
3,674
Q2 2025 New
$17B
$208 Million 0.07% of portfolio
627
Q2 2025 New
$63.8B
$232 Million 0.07% of portfolio
2,341
Q1 2025 Reduced 0.43%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $318 Billion
  • Prior Value $275 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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