Elyxium Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 291 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.4B, Ishares Core S&P 500 ETF with a value of $12.9B, Microsoft Corp with a value of $7.64B, Ishares Core S&P Mid Cap ETF with a value of $6.84B, and Ishares Russell 3000 ETF with a value of $5.79B.

Examining the 13F form we can see an increase of $182B in the current position value.

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 $182 Billion
ETFs: $70.1 Billion
Technology: $48.1 Billion
Industrials: $12.5 Billion
Financial Services: $11.1 Billion
Healthcare: $8.79 Billion
Consumer Defensive: $8.7 Billion
Communication Services: $8.41 Billion
Consumer Cyclical: $7.36 Billion
Other: $5.49 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 291
  • Current Value $182 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 120 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 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.