Evexia Wealth LLC Portfolio Holdings

Evexia Wealth LLC

  • $282 Billion
  • Q3 2024

Evexia Wealth LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $282 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Black Rock Inc. with a value of $13.2B, Hubbell Inc with a value of $13B, Kla Corp with a value of $12.7B, Microsoft Corp with a value of $12.6B, and Parker Hannifin Corp with a value of $12.6B.

Examining the 13F form we can see an increase of $15.6B in the current position value, from $266B to 282B.

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 $282 Billion
Technology: $76.9 Billion
Industrials: $63.4 Billion
Financial Services: $30.7 Billion
Healthcare: $29.2 Billion
ETFs: $25.6 Billion
Consumer Cyclical: $25.6 Billion
Consumer Defensive: $12.3 Billion
Basic Materials: $10.4 Billion
Other: $5.95 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$155B
$13.2 Billion 4.67% of portfolio
14,002
Q3 2024 Reduced 3.62%
$22.7B
$13 Billion 4.6% of portfolio
29,565
Q3 2024 Added 1.13%
$89.8B
$12.7 Billion 4.51% of portfolio
16,260
Q3 2024 Reduced 0.14%
$3.17T
$12.6 Billion 4.47% of portfolio
30,757
Q3 2024 Added 7.83%
$81.8B
$12.6 Billion 4.46% of portfolio
19,980
Q3 2024 Reduced 6.19%
$178B
$12.4 Billion 4.4% of portfolio
20,584
Q3 2024 Added 14.67%
$222B
$11.6 Billion 4.1% of portfolio
32,373
Q3 2024 Added 2.0%
$95.4B
$11.3 Billion 3.99% of portfolio
64,286
Q3 2024 Reduced 4.78%
$735B
$10.9 Billion 3.87% of portfolio
12,135
Q3 2024 Added 3.98%
$408B
$10.6 Billion 3.75% of portfolio
12,112
Q3 2024 Reduced 4.49%
$4.05T
$10.6 Billion 3.75% of portfolio
47,692
Q3 2024 Reduced 14.39%
$475B
$10.5 Billion 3.71% of portfolio
17,929
Q3 2024 Reduced 3.06%
$63.6B
$8.96 Billion 3.18% of portfolio
45,096
Q3 2024 Reduced 0.31%
$12.4B
$8.54 Billion 3.03% of portfolio
57,050
Q3 2024 Added 2.28%
$114B
$8.53 Billion 3.02% of portfolio
30,767
Q3 2024 Added 10.71%
$702B
$8.28 Billion 2.94% of portfolio
39,255
Q3 2024 Reduced 4.47%
$71.8B
$7.43 Billion 2.64% of portfolio
13,923
Q3 2024 Reduced 3.56%
$127B
$6.59 Billion 2.34% of portfolio
10,891
Q3 2024 Reduced 23.98%
$15.1B
$5.44 Billion 1.93% of portfolio
14,606
Q3 2024 Added 42.68%
$12.1B
$4.87 Billion 1.73% of portfolio
19,257
Q3 2024 Added 10.68%
$55.1B
$4.64 Billion 1.64% of portfolio
8,624
Q3 2024 Added 5.09%
$64B
$4.52 Billion 1.6% of portfolio
14,449
Q3 2024 Added 2.0%
$70.7B
$4.29 Billion 1.52% of portfolio
31,945
Q3 2024 Reduced 11.85%
$213B
$4.15 Billion 1.47% of portfolio
13,781
Q3 2024 Reduced 24.31%
$0
$3.86 Billion 1.37% of portfolio
38,304
Q3 2024 Added 15.32%
$10.5B
$3.59 Billion 1.27% of portfolio
41,142
Q3 2024 Reduced 16.74%
$15.9B
$3.53 Billion 1.25% of portfolio
12,400
Q3 2024 Added 1.36%
$85.7B
$3.5 Billion 1.24% of portfolio
9,147
Q3 2024 New
$0
$3.17 Billion 1.13% of portfolio
139,780
Q3 2024 Added 16.93%
$64.6B
$3.09 Billion 1.09% of portfolio
12,996
Q3 2024 Reduced 50.7%
$21.9B
$3.01 Billion 1.07% of portfolio
6,833
Q3 2024 New
$0
$2.65 Billion 0.94% of portfolio
128,499
Q3 2024 Added 16.94%
$0
$2.49 Billion 0.88% of portfolio
104,071
Q3 2024 Added 17.01%
$27.3B
$2.38 Billion 0.84% of portfolio
119,805
Q3 2024 New
$0
$2.19 Billion 0.78% of portfolio
94,957
Q3 2024 Added 16.87%
Fidelity Wise Origin Bitcoin
-
$1.96 Billion 0.69% of portfolio
-
Q3 2024 Added 197.09%
$83B
$1.78 Billion 0.63% of portfolio
7,285
Q3 2024 Added 64.15%
$24.8B
$1.75 Billion 0.62% of portfolio
9,330
Q3 2024 Reduced 53.14%
$0
$1.75 Billion 0.62% of portfolio
82,746
Q3 2024 Added 16.65%
$0
$1.54 Billion 0.55% of portfolio
78,878
Q3 2024 Added 15.58%
$0
$1.19 Billion 0.42% of portfolio
10,880
Q3 2024 Added 14.33%
$0
$974 Million 0.35% of portfolio
49,692
Q3 2024 Added 15.25%
$0
$972 Million 0.34% of portfolio
47,630
Q3 2024 Added 15.13%
$86.6B
$862 Million 0.31% of portfolio
2,208
Q3 2024 Added 24.68%
$0
$844 Million 0.3% of portfolio
8,047
Q3 2024 Reduced 5.06%
$19B
$783 Million 0.28% of portfolio
3,411
Q3 2024 Added 24.35%
$213B
$731 Million 0.26% of portfolio
6,793
Q3 2024 Added 27.35%
$3.8B
$731 Million 0.26% of portfolio
9,629
Q3 2024 Added 25.79%
$106B
$718 Million 0.25% of portfolio
8,252
Q3 2024 Reduced 74.99%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $282 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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