Evexia Wealth LLC Portfolio Holdings

Evexia Wealth LLC

  • $295 Billion
  • Q4 2024

Evexia Wealth LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $295 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $13.9B, Blackrock Inc with a value of $13.3B, Parker Hannifin Corp with a value of $13.2B, Microsoft Corp with a value of $12.7B, and Kla Corp with a value of $12.6B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $282B to 295B.

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 $295 Billion
Technology: $82.2 Billion
Industrials: $60.8 Billion
ETFs: $31.2 Billion
Consumer Cyclical: $28.2 Billion
Healthcare: $26.7 Billion
Financial Services: $19.4 Billion
Consumer Defensive: $13.5 Billion
Basic Materials: $9.89 Billion
Other: $5.87 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.6B
$13.9 Billion 4.71% of portfolio
61,849
Q4 2024 Reduced 3.79%
$79.9B
$13.2 Billion 4.49% of portfolio
19,369
Q4 2024 Reduced 3.06%
$2.92T
$12.7 Billion 4.29% of portfolio
30,916
Q4 2024 Added 0.52%
$100B
$12.6 Billion 4.26% of portfolio
16,823
Q4 2024 Added 3.46%
$192B
$12.4 Billion 4.19% of portfolio
32,053
Q4 2024 Reduced 0.99%
$402B
$12.3 Billion 4.16% of portfolio
11,751
Q4 2024 Reduced 2.98%
$170B
$11.9 Billion 4.02% of portfolio
20,517
Q4 2024 Reduced 0.33%
$18.2B
$11.7 Billion 3.98% of portfolio
29,265
Q4 2024 Reduced 1.01%
$10.9B
$11.4 Billion 3.85% of portfolio
54,856
Q4 2024 Reduced 3.85%
$796B
$10.8 Billion 3.67% of portfolio
12,341
Q4 2024 Added 1.7%
$3.51T
$10.6 Billion 3.61% of portfolio
46,767
Q4 2024 Reduced 1.94%
$709B
$10.2 Billion 3.46% of portfolio
37,037
Q4 2024 Reduced 5.65%
$73.7B
$9.85 Billion 3.34% of portfolio
44,554
Q4 2024 Reduced 1.2%
$483B
$9.42 Billion 3.19% of portfolio
17,883
Q4 2024 Reduced 0.26%
$121B
$8.16 Billion 2.76% of portfolio
30,189
Q4 2024 Reduced 1.88%
$141B
$6.71 Billion 2.27% of portfolio
26,629
Q4 2024 Reduced 3.82%
$15.1B
$6.07 Billion 2.06% of portfolio
14,217
Q4 2024 Reduced 2.66%
$115B
$4.9 Billion 1.66% of portfolio
11,026
Q4 2024 Added 1.24%
$60.7B
$4.82 Billion 1.63% of portfolio
8,407
Q4 2024 Reduced 2.52%
$64.7B
$4.3 Billion 1.46% of portfolio
13,854
Q4 2024 Reduced 4.12%
$73.4B
$4.03 Billion 1.37% of portfolio
31,860
Q4 2024 Reduced 0.27%
$225B
$4.02 Billion 1.36% of portfolio
13,660
Q4 2024 Reduced 0.88%
$11.7B
$3.99 Billion 1.35% of portfolio
18,631
Q4 2024 Reduced 3.25%
$16.4B
$3.41 Billion 1.16% of portfolio
12,059
Q4 2024 Reduced 2.75%
$10.8B
$3.4 Billion 1.15% of portfolio
39,508
Q4 2024 Reduced 3.97%
$18.8B
$3.23 Billion 1.09% of portfolio
6,986
Q4 2024 Added 2.24%
$94.4B
$3.14 Billion 1.06% of portfolio
9,748
Q4 2024 Added 6.57%
$65.7B
$2.8 Billion 0.95% of portfolio
12,165
Q4 2024 Reduced 6.39%
$33.3B
$2.18 Billion 0.74% of portfolio
127,929
Q4 2024 Added 6.78%
$2.84B
$1.38 Billion 0.47% of portfolio
4,225
Q4 2024 Added 98.54%
$24.6B
$1.27 Billion 0.43% of portfolio
8,179
Q4 2024 Reduced 12.34%
$204B
$828 Million 0.28% of portfolio
5,918
Q4 2024 Reduced 12.88%
$80.4B
$720 Million 0.24% of portfolio
2,022
Q4 2024 Reduced 8.42%
$21.3B
$701 Million 0.24% of portfolio
5,346
Q4 2024 Added 5.17%
$14B
$586 Million 0.2% of portfolio
3,481
Q4 2024 Added 2.05%
$4.01B
$561 Million 0.19% of portfolio
8,765
Q4 2024 Reduced 8.97%
$139B
$518 Million 0.18% of portfolio
7,594
Q4 2024 Reduced 4.31%
$1.55B
$460 Million 0.16% of portfolio
13,775
Q4 2024 New
$284B
$471 Million 0.16% of portfolio
647
Q4 2024 New
$68.6B
$440 Million 0.15% of portfolio
837
Q4 2024 New
$71.7B
$443 Million 0.15% of portfolio
1,430
Q4 2024 New
$19B
$417 Million 0.14% of portfolio
8,144
Q4 2024 Reduced 12.09%
$13.5B
$387 Million 0.13% of portfolio
2,140
Q4 2024 Reduced 20.89%
$167B
$356 Million 0.12% of portfolio
353
Q4 2024 New
$221B
$348 Million 0.12% of portfolio
2,700
Q4 2024 Added 0.48%
$131B
$312 Million 0.11% of portfolio
1,736
Q4 2024 New
$33.7B
$321 Million 0.11% of portfolio
3,158
Q2 2024 Added 1.02%
$14.4B
$280 Million 0.1% of portfolio
2,632
Q4 2024 New
$1.33B
$298 Million 0.1% of portfolio
25,638
Q4 2024 Added 93.89%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $295 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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