Elyxium Wealth, LLC Top Holdings and 13F Report (2025) About Elyxium Wealth, LLCInvestment ActivityElyxium Wealth, LLC has $225.74 million in total holdings as of March 31, 2025.Elyxium Wealth, LLC owns shares of 153 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 34.24% of the portfolio was purchased this quarter.About 2.45% of the portfolio was sold this quarter.This quarter, Elyxium Wealth, LLC has purchased 87 new stocks and bought additional shares in 51 stocks.Elyxium Wealth, LLC sold shares of 21 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $29,959,557iShares Core S&P 500 ETF $14,346,623Microsoft $8,136,875iShares Core S&P Mid-Cap ETF $8,097,094SPDR S&P 500 ETF Trust $6,243,911 Largest New Holdings this Quarter 437076102 - Home Depot $1,653,236 Holding79466L302 - Salesforce $1,378,298 Holding25861R105 - DoubleLine Opportunistic Bond ETF $1,189,916 Holding92826C839 - Visa $1,112,010 Holding00724F101 - Adobe $1,060,077 Holding Largest Purchases this Quarter Microsoft 10,532 shares (about $3.95M)Apple 14,496 shares (about $3.22M)NVIDIA 23,260 shares (about $2.52M)JPMorgan Chase & Co. 9,315 shares (about $2.28M)Broadcom 12,692 shares (about $2.12M) Largest Sales this Quarter iShares Core S&P 500 ETF 2,004 shares (about $1.13M)iShares Core MSCI Emerging Markets ETF 13,327 shares (about $719.26K)iShares MSCI Japan ETF 8,662 shares (about $593.86K)Vanguard Small-Cap Value ETF 1,586 shares (about $295.44K)iShares Core S&P Small-Cap ETF 1,389 shares (about $145.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElyxium Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$29,959,557$3,219,996 ▲12.0%134,87413.3%Computer and TechnologyIVViShares Core S&P 500 ETF$14,346,623$1,126,063 ▼-7.3%25,5326.4%ETFMSFTMicrosoft$8,136,875$3,953,569 ▲94.5%21,6763.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$8,097,094$75,038 ▼-0.9%138,7683.6%ETFSPYSPDR S&P 500 ETF Trust$6,243,911$746,786 ▲13.6%11,1622.8%FinanceNVDANVIDIA$5,983,100$2,520,911 ▲72.8%55,2052.7%Computer and TechnologyIWViShares Russell 3000 ETF$5,631,7570.0%17,7302.5%ETFPAVEGlobal X U.S. Infrastructure Development ETF$5,572,852$5,924 ▼-0.1%147,7032.5%ETFAMZNAmazon.com$5,437,441$1,833,916 ▲50.9%28,5792.4%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$5,058,563$145,247 ▼-2.8%48,3752.2%ETFIEFAiShares Core MSCI EAFE ETF$4,703,841$100,009 ▼-2.1%62,1792.1%ETFAFRMAffirm$4,434,766$345,929 ▲8.5%98,1362.0%Business ServicesCOSTCostco Wholesale$4,141,173$1,444,067 ▲53.5%4,3791.8%Retail/WholesaleXOMExxon Mobil$4,118,512$1,266,987 ▲44.4%34,6291.8%EnergyJPMJPMorgan Chase & Co.$3,554,397$2,284,970 ▲180.0%14,4901.6%FinanceIEMGiShares Core MSCI Emerging Markets ETF$3,361,252$719,258 ▼-17.6%62,2801.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,307,5760.0%6,2001.5%ETFUNPUnion Pacific$3,073,718$555,164 ▲22.0%13,0111.4%TransportationPGProcter & Gamble$2,960,877$821,424 ▲38.4%17,3741.3%Consumer StaplesMETAMeta Platforms$2,859,578$2,061,824 ▲258.5%4,9611.3%Computer and TechnologyAVGOBroadcom$2,630,954$2,124,988 ▲420.0%15,7141.2%Computer and TechnologyGOOGLAlphabet$2,543,539$1,931,624 ▲315.7%16,4481.1%Computer and TechnologyEWJiShares MSCI Japan ETF$2,543,020$593,865 ▼-18.9%37,0921.1%ETFIWRiShares Russell Mid-Cap ETF$2,418,369$251,637 ▲11.6%28,4281.1%ETFEFAiShares MSCI EAFE ETF$2,289,421$117,691 ▲5.4%28,0121.0%FinanceGOOGAlphabet$2,247,999$1,179,696 ▲110.4%14,3891.0%Computer and TechnologyRTXRTX$2,088,094$428,772 ▲25.8%15,7640.9%AerospaceBRK.BBerkshire Hathaway$2,033,923$1,411,870 ▲227.0%3,8190.9%FinanceHONHoneywell International$1,806,729$1,367,752 ▲311.6%8,5320.8%Multi-Sector ConglomeratesSCZiShares MSCI EAFE Small-Cap ETF$1,794,024$103,490 ▼-5.5%28,2390.8%ETFTSLATesla$1,758,920$115,326 ▼-6.2%6,7870.8%Auto/Tires/TrucksHDHome Depot$1,653,236$1,653,236 ▲New Holding4,5110.7%Retail/WholesaleIAUiShares Gold Trust$1,638,145$960,694 ▲141.8%27,7840.7%FinanceDEDeere & Company$1,591,676$285,854 ▲21.9%3,3910.7%IndustrialsMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,580,533$1,271,953 ▲412.2%30,6600.7%ETFCVXChevron$1,550,466$1,177,779 ▲316.0%9,2690.7%EnergyNFLXNetflix$1,424,906$483,051 ▲51.3%1,5280.6%Consumer DiscretionaryTTTrane Technologies$1,414,053$1,188,317 ▲526.4%4,1970.6%ConstructionLLYEli Lilly and Company$1,412,332$972,114 ▲220.8%1,7100.6%MedicalCRMSalesforce$1,378,298$1,378,298 ▲New Holding5,1360.6%Computer and TechnologyDBNDDoubleLine Opportunistic Bond ETF$1,189,916$1,189,916 ▲New Holding25,7720.5%ETFORCLOracle$1,168,324$652,315 ▲126.4%8,3570.5%Computer and TechnologyMAMastercard$1,120,357$764,627 ▲214.9%2,0440.5%Business ServicesVVisa$1,112,010$1,112,010 ▲New Holding3,1730.5%Business ServicesTSMTaiwan Semiconductor Manufacturing$1,081,653$663,998 ▲159.0%6,5160.5%Computer and TechnologyDISWalt Disney$1,066,640$277,344 ▲35.1%10,8070.5%Consumer DiscretionaryADBEAdobe$1,060,077$1,060,077 ▲New Holding2,7640.5%Computer and TechnologyUNHUnitedHealth Group$952,721$669,366 ▲236.2%1,8190.4%MedicalPALANTIR TECHNOLOGIES INC CL A$911,182$67,182 ▲8.0%10,7960.4%StockABBVAbbVie$908,852$433,894 ▲91.4%4,3380.4%MedicalMMITNYLI MacKay Shields Municipal Intermediate ETF$908,561$908,561 ▲New Holding37,9040.4%ETFJNJJohnson & Johnson$898,853$898,853 ▲New Holding5,4200.4%MedicalVBVanguard Small-Cap ETF$878,574$93,800 ▼-9.6%3,9620.4%ETFAXPAmerican Express$871,184$871,184 ▲New Holding3,2380.4%FinanceICEIntercontinental Exchange$866,813$866,813 ▲New Holding5,0250.4%FinanceGEGE Aerospace$816,213$571,229 ▲233.2%4,0780.4%IndustrialsPEPPepsiCo$810,276$810,276 ▲New Holding5,4040.4%Consumer StaplesMARMarriott International$802,345$53,363 ▲7.1%3,3680.4%Consumer DiscretionaryCATCaterpillar$800,424$800,424 ▲New Holding2,4270.4%IndustrialsNEENextEra Energy$783,144$783,144 ▲New Holding11,0470.3%UtilitiesETNEaton$773,356$306,080 ▲65.5%2,8450.3%IndustrialsAIQGlobal X Artificial Intelligence & Technology ETF$751,684$6,839 ▲0.9%20,6620.3%ETFKOCoca-Cola$747,830$747,830 ▲New Holding10,4420.3%Consumer StaplesTAT&T$734,035$734,035 ▲New Holding25,9560.3%Computer and TechnologyDBMFiMGP DBi Managed Futures Strategy ETF$720,996$720,996 ▲New Holding28,5430.3%ETFRCLRoyal Caribbean Cruises$710,893$93,279 ▲15.1%3,4600.3%Consumer DiscretionaryCLSEConvergence Long/Short Equity ETF$693,919$137,353 ▲24.7%32,1110.3%ETFACNAccenture$693,042$693,042 ▲New Holding2,2210.3%Computer and TechnologyAMPAmeriprise Financial$681,163$681,163 ▲New Holding1,4070.3%FinanceLAM RESEARCH CORP COM NEW$678,437$338,928 ▲99.8%9,3320.3%StockIWMiShares Russell 2000 ETF$677,215$32,115 ▼-4.5%3,3950.3%FinanceBACBank of America$646,328$450,610 ▲230.2%15,4880.3%FinancePFEPfizer$639,729$333,067 ▲108.6%25,2460.3%MedicalMCDMcDonald's$619,770$619,770 ▲New Holding1,9840.3%Retail/WholesaleAMGNAmgen$617,804$617,804 ▲New Holding1,9830.3%MedicalPMPhilip Morris International$616,602$616,602 ▲New Holding3,8850.3%Consumer StaplesIDEViShares Core MSCI International Developed Markets ETF$604,510$604,510 ▲New Holding8,7750.3%ETFBKBank of New York Mellon$593,464$78,502 ▲15.2%7,0760.3%FinanceSHYiShares 1-3 Year Treasury Bond ETF$576,679$18,779 ▼-3.2%6,9710.3%ManufacturingAONAON$570,699$570,699 ▲New Holding1,4300.3%FinanceAIGAmerican International Group$562,017$562,017 ▲New Holding6,4640.2%FinanceJBLJabil$553,941$16,464 ▲3.1%4,0710.2%Computer and TechnologyTMOThermo Fisher Scientific$551,342$551,342 ▲New Holding1,1080.2%MedicalBABAAlibaba Group$550,4340.0%4,1630.2%Retail/WholesaleTMUST-Mobile US$539,881$243,533 ▲82.2%2,0240.2%Computer and TechnologyQCOMQUALCOMM$535,189$78,189 ▲17.1%3,4840.2%Computer and TechnologyWFCWells Fargo & Company$513,729$513,729 ▲New Holding7,1560.2%FinanceBSXBoston Scientific$503,290$274,797 ▲120.3%4,9890.2%MedicalIWDiShares Russell 1000 Value ETF$501,4460.0%2,6650.2%ETFBABoeing$463,043$6,822 ▼-1.5%2,7150.2%AerospaceCSCOCisco Systems$458,628$458,628 ▲New Holding7,4320.2%Computer and TechnologyMUMicron Technology$447,746$167,264 ▲59.6%5,1530.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$442,5890.0%10,1280.2%FinanceKLACKLA$441,948$441,948 ▲New Holding6500.2%Computer and TechnologyVZVerizon Communications$437,401$437,401 ▲New Holding9,6430.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$426,7780.0%2,2000.2%ETFGISGeneral Mills$422,715$46,397 ▲12.3%7,0700.2%Consumer StaplesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$414,4560.0%7,9140.2%ManufacturingCMCSAComcast$409,971$409,971 ▲New Holding11,1100.2%Consumer DiscretionaryPALMER SQUARE CREDIT OPPORTUNITIES ETF$393,615$393,615 ▲New Holding19,4090.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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