Evexia Wealth LLC Portfolio Holdings by Sector
Evexia Wealth LLC
- $243 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Specialty Industrial Machinery | Industrials
PH NDSN ROP XYL 4 stocks |
$21.2 Million
8.73% of portfolio
|
  3  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT DOX 2 stocks |
$16.3 Million
6.73% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IBTE STIP BSCP BSCO BSCQ BSJO IBTF GLD 15 stocks |
$16 Million
6.59% of portfolio
|
  15  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT NOC 2 stocks |
$13.2 Million
5.45% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU MSTR 2 stocks |
$11.6 Million
4.77% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$11.4 Million
4.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
WSM CASY 2 stocks |
$11.3 Million
4.64% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$11.3 Million
4.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BLK 1 stocks |
$10.9 Million
4.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$10.1 Million
4.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$9.76 Million
4.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO ON 2 stocks |
$9.5 Million
3.91% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$9.47 Million
3.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$8.98 Million
3.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
RSG 1 stocks |
$8.53 Million
3.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$8.23 Million
3.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$7.75 Million
3.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$7.56 Million
3.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$6.9 Million
2.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$6.21 Million
2.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$4.92 Million
2.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$4.84 Million
1.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
RS 1 stocks |
$3.96 Million
1.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$3.7 Million
1.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$3.36 Million
1.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT ABT 2 stocks |
$2.81 Million
1.16% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE WEC 2 stocks |
$633,461
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Solar | Technology
FSLR 1 stocks |
$508,937
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$462,248
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$418,243
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$373,725
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$342,412
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$304,021
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZOM 1 stocks |
$4,725
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|