Elyxium Wealth, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $226 Billion distributed in 412 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30B, Ishares Core S&P 500 ETF with a value of $14.3B, Microsoft Corp with a value of $8.14B, Ishares Core S&P Mid Cap ETF with a value of $8.1B, and Spdr S&P 500 ETF Trust with a value of $6.24B.

Examining the 13F form we can see an increase of $61.6B in the current position value, from $164B to 226B.

Elyxium Wealth, LLC is based out at San Mateo, CA

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

Portfolio value $226 Billion
ETFs: $79.8 Billion
Technology: $62.6 Billion
Financial Services: $15.1 Billion
Industrials: $13.8 Billion
Consumer Cyclical: $12.5 Billion
Communication Services: $12.3 Billion
Consumer Defensive: $10.6 Billion
Healthcare: $8.75 Billion
Other: $7.77 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 412
  • Current Value $226 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 71 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Elyxium Wealth, LLC Portfolio

Follow Elyxium 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 Elyxium Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elyxium Wealth, LLC with notifications on news.