Evexia Wealth LLC Portfolio Holdings

Evexia Wealth LLC

  • $275 Billion
  • Q1 2025

Evexia Wealth LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $275 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Intuit Inc with a value of $12.2B, Microsoft Corp with a value of $12.1B, Blackrock Inc with a value of $12B, Kla Corp with a value of $11.9B, and Parker Hannifin Corp with a value of $11.5B.

Examining the 13F form we can see an decrease of $19.9B in the current position value, from $295B to 275B.

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 $275 Billion
Technology: $73.6 Billion
Industrials: $57.8 Billion
ETFs: $32.1 Billion
Healthcare: $25.8 Billion
Consumer Cyclical: $24.9 Billion
Financial Services: $18 Billion
Consumer Defensive: $12.5 Billion
Basic Materials: $9.5 Billion
Other: $5.38 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$126B
$11.9 Billion 4.31% of portfolio
16,849
Q1 2025 Added 0.15%
$86.7B
$11.5 Billion 4.19% of portfolio
19,330
Q1 2025 Reduced 0.2%
$109B
$11.4 Billion 4.14% of portfolio
61,492
Q1 2025 Reduced 0.58%
$79.2B
$10.5 Billion 3.83% of portfolio
44,015
Q1 2025 Reduced 1.21%
$21.6B
$10.4 Billion 3.78% of portfolio
29,550
Q1 2025 Added 0.97%
$187B
$9.6 Billion 3.49% of portfolio
32,001
Q1 2025 Reduced 0.16%
$10.5B
$8.6 Billion 3.13% of portfolio
54,352
Q1 2025 Reduced 0.92%
$118B
$8.58 Billion 3.12% of portfolio
30,133
Q1 2025 Reduced 0.19%
$76B
$7.09 Billion 2.58% of portfolio
13,833
Q1 2025 Added 0.05%
$19B
$6.19 Billion 2.25% of portfolio
14,082
Q1 2025 Reduced 0.95%
$137B
$5.93 Billion 2.16% of portfolio
26,571
Q1 2025 Reduced 0.22%
$120B
$5.13 Billion 1.86% of portfolio
11,102
Q1 2025 Added 0.69%
$60.5B
$4.62 Billion 1.68% of portfolio
8,346
Q1 2025 Reduced 0.73%
$62.8B
$3.73 Billion 1.36% of portfolio
13,817
Q1 2025 Reduced 0.27%
$71B
$3.62 Billion 1.32% of portfolio
31,735
Q1 2025 Reduced 0.39%
$12.2B
$3.5 Billion 1.27% of portfolio
18,680
Q1 2025 Added 0.26%
$18.2B
$3.37 Billion 1.22% of portfolio
12,024
Q1 2025 Reduced 0.29%
$108B
$3.3 Billion 1.2% of portfolio
9,758
Q1 2025 Added 0.1%
$23.9B
$2.73 Billion 0.99% of portfolio
6,982
Q1 2025 Reduced 0.06%
$48.5B
$2.44 Billion 0.89% of portfolio
11,639
Q1 2025 Reduced 4.32%
$36.5B
$2.4 Billion 0.87% of portfolio
127,631
Q1 2025 Reduced 0.23%
$24.5B
$1.25 Billion 0.45% of portfolio
7,591
Q1 2025 Reduced 7.19%
$99.4B
$694 Million 0.25% of portfolio
2,025
Q1 2025 Added 0.15%
$22.9B
$587 Million 0.21% of portfolio
5,312
Q1 2025 Reduced 0.64%
$139B
$514 Million 0.19% of portfolio
7,602
Q1 2025 Added 0.11%
$16.6B
$457 Million 0.17% of portfolio
3,523
Q1 2025 Added 1.21%
$75.8B
$377 Million 0.14% of portfolio
880
Q1 2025 Added 5.14%
$23.5B
$324 Million 0.12% of portfolio
8,274
Q1 2025 Added 1.6%
$33.2B
$330 Million 0.12% of portfolio
3,158
Q2 2024 Added 1.02%
$12.9B
$303 Million 0.11% of portfolio
2,141
Q1 2025 Added 0.05%
$103B
$307 Million 0.11% of portfolio
1,423
Q1 2025 Reduced 0.49%
$158B
$269 Million 0.1% of portfolio
1,795
Q1 2025 Added 3.4%
$73.4B
$233 Million 0.08% of portfolio
2,341
Q1 2025 Reduced 0.43%
$12.2B
$220 Million 0.08% of portfolio
2,798
Q1 2025 Added 6.31%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $275 Billion
  • Prior Value $295 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Evexia Wealth LLC Portfolio

Follow Evexia Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evexia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evexia Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email