Evexia Wealth LLC Top Holdings and 13F Report (2026) About Evexia Wealth LLCInvestment ActivityEvexia Wealth LLC has $363.74 million in total holdings as of March 31, 2026.Evexia Wealth LLC owns shares of 84 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 11.37% of the portfolio was purchased this quarter.About 10.10% of the portfolio was sold this quarter.This quarter, Evexia Wealth LLC has purchased 84 new stocks and bought additional shares in 64 stocks.Evexia Wealth LLC sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings KLA $22,223,732Broadcom $21,647,965BARRICK MNG CORP $17,381,371Eli Lilly and Company $16,650,365Hubbell $16,257,989 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $9,462,223 Holding92537N108 - Vertiv $314,064 Holding539830109 - Lockheed Martin $203,023 Holding023135106 - Amazon.com $201,747 Holding Largest Purchases this Quarter GE VERNOVA INC 9,547 shares (about $9.46M)Constellation Energy 20,142 shares (about $5.88M)Intuit 11,007 shares (about $4.07M)Broadcom 7,792 shares (about $2.96M)Microsoft 6,441 shares (about $2.48M) Largest Sales this Quarter KLA 3,139 shares (about $5.55M)Eli Lilly and Company 2,569 shares (about $2.39M)Parker-Hannifin 2,101 shares (about $2.08M)Costco Wholesale 1,940 shares (about $1.90M)Hubbell 3,130 shares (about $1.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvexia Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKLACKLA$22,223,732$5,552,395 â–¼-20.0%12,5646.1%Computer and TechnologyAVGOBroadcom$21,647,965$2,959,003 â–²15.8%57,0066.0%Computer and TechnologyBARRICK MNG CORP$17,381,371$1,241,686 â–²7.7%404,0304.8%COM SHSLLYEli Lilly and Company$16,650,365$2,388,052 â–¼-12.5%17,9124.6%MedicalHUBBHubbell$16,257,989$1,689,548 â–¼-9.4%30,1194.5%IndustrialsCASYCasey's General Stores$14,787,928$934,168 â–¼-5.9%20,1204.1%Retail/WholesaleBLACKROCK INC$14,032,540$1,331,801 â–²10.5%13,7083.9%COMMSFTMicrosoft$13,535,299$2,475,744 â–²22.4%35,2143.7%Computer and TechnologyPHParker-Hannifin$13,407,056$2,078,989 â–¼-13.4%13,5493.7%IndustrialsINTUIntuit$11,962,182$4,066,455 â–²51.5%32,3793.3%Computer and TechnologyAAPLApple$11,152,433$285,382 â–¼-2.5%43,0263.1%Computer and TechnologyRSGRepublic Services$10,015,295$126,595 â–¼-1.2%46,9142.8%Business ServicesGE VERNOVA INC$9,462,223$9,462,223 â–²New Holding9,5472.6%COMWSMWilliams-Sonoma$9,235,205$874,715 â–²10.5%47,7222.5%Retail/WholesaleCBChubb$9,172,697$1,150,299 â–¼-11.1%27,7982.5%FinanceNOCNorthrop Grumman$9,128,631$53,141 â–²0.6%13,3992.5%AerospaceCOSTCostco Wholesale$9,114,248$1,902,889 â–¼-17.3%9,2922.5%Retail/WholesaleJPMJPMorgan Chase & Co.$9,073,133$329,989 â–²3.8%28,9252.5%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$8,734,013$1,198,748 â–²15.9%446,4102.4%ETFHCAHCA Healthcare$8,703,262$13,430 â–²0.2%17,4972.4%MedicalGLDSPDR Gold Shares$7,436,384$359,607 â–²5.1%17,0812.0%FinanceCEGConstellation Energy$6,886,486$5,875,947 â–²581.5%23,6061.9%EnergyFCFSFirstCash$6,577,457$1,922,830 â–²41.3%32,1651.8%Business ServicesSYKStryker$6,278,120$514,264 â–²8.9%18,0801.7%MedicalLOWLowe's Companies$6,205,432$92,161 â–¼-1.5%25,1151.7%Retail/WholesaleEMEEMCOR Group$5,571,066$138,891 â–²2.6%6,8591.5%ConstructionBRBroadridge Financial Solutions$5,149,636$1,659,056 â–²47.5%32,7251.4%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$4,676,378$659,790 â–²16.4%237,7421.3%ETFRSReliance$4,350,665$73,306 â–¼-1.7%13,4131.2%Basic MaterialsBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,261,669$579,128 â–²15.7%46,5811.2%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$3,740,737$531,797 â–²16.6%163,5651.0%ETFFIDELITY WISE ORIGIN BITCOIN$3,611,053$825,652 â–²29.6%56,5111.0%SHSEOGEOG Resources$3,609,895$926,682 â–¼-20.4%26,3571.0%EnergyBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,937,839$429,243 â–²17.1%143,4140.8%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,854,442$412,095 â–²16.9%152,3590.8%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$2,664,904$383,396 â–²16.8%128,3670.7%ETFIBHGiShares iBonds 2027 Term High Yield and Income ETF$2,585,783$373,392 â–²16.9%116,8820.7%ETFAMLPAlerian MLP ETF$1,989,215$183,980 â–²10.2%38,2100.5%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$1,435,609$216,505 â–²17.8%61,7730.4%ETFPWRQuanta Services$1,419,934$5,959 â–¼-0.4%2,3830.4%ConstructionVIGVanguard Dividend Appreciation ETF$1,329,281$56,931 â–²4.5%5,9540.4%ETFMSTRStrategy$1,171,915$62,209 â–²5.6%8,8540.3%Computer and TechnologyBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,149,585$169,915 â–²17.3%68,3670.3%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$1,084,181$152,944 â–²16.4%10,4630.3%ETFONonsemi$946,555$10,085 â–²1.1%13,3280.3%Computer and TechnologyTTTrane Technologies$923,652$26,485 â–²3.0%1,9530.3%ConstructionASMLASML$870,116$3,000 â–¼-0.3%5800.2%Computer and TechnologyIBTHiShares iBonds Dec 2027 Term Treasury ETF$818,805$122,277 â–²17.6%36,5620.2%ManufacturingMSMorgan Stanley$795,506$23,003 â–²3.0%4,3920.2%FinanceIBTJiShares iBonds Dec 2029 Term Treasury ETF$773,413$112,632 â–²17.0%35,4530.2%ManufacturingNXTNextpower$738,461$15,952 â–²2.2%6,6200.2%EnergyIBDWiShares iBonds Dec 2031 Term Corporate ETF$715,505$102,917 â–²16.8%34,0800.2%ETFIBTMiShares iBonds Dec 2032 Term Treasury ETF$647,656$92,670 â–²16.7%28,2630.2%ETFCALAMOS ETF TR$647,133$91,198 â–²16.4%27,0710.2%CALLMOS BIT STRUETNEaton$646,586$11,697 â–²1.8%1,6030.2%IndustrialsTTEKTetra Tech$624,382$19,183 â–²3.2%20,1150.2%IndustrialsORAOrmat Technologies$609,940$16,731 â–²2.8%5,4320.2%EnergyFSLRFirst Solar$589,229$24,042 â–²4.3%2,9410.2%EnergyOCOwens Corning$579,673$20,115 â–²3.6%4,8990.2%ConstructionIBTIiShares iBonds Dec 2028 Term Treasury ETF$564,724$80,125 â–²16.5%25,3870.2%ManufacturingNEENextEra Energy$554,544$20,214 â–²3.8%6,0080.2%UtilitiesXYLXylem$544,228$19,842 â–²3.8%4,2240.1%Business ServicesSNPSSynopsys$504,666$21,306 â–²4.4%1,2080.1%Computer and TechnologyLAM RESEARCH CORP$450,522$2,941 â–²0.7%1,6850.1%COM NEWAMATApplied Materials$432,178$4,353 â–¼-1.0%1,0920.1%Computer and TechnologyNOWServiceNow$420,452$54,059 â–²14.8%4,7210.1%Computer and TechnologyNVTnVent Electric$396,047$7,458 â–²1.9%2,9740.1%Computer and TechnologyALBAlbemarle$387,156$8,715 â–²2.3%2,0880.1%Basic MaterialsQYLDGlobal X Nasdaq 100 Covered Call ETF$347,054$48,842 â–²16.4%19,6970.1%ManufacturingNOBLProShares S&P 500 Aristocrats ETF$332,198$2,044 â–²0.6%3,0880.1%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$319,522$41,249 â–²14.8%14,1910.1%ETFVRTVertiv$314,064$314,064 â–²New Holding1,0470.1%Computer and TechnologyCALAMOS ETF TR$283,788$44,124 â–²18.4%14,5160.1%CALAMOS BIT 80 SABTAbbott Laboratories$278,282$1,611 â–²0.6%2,7640.1%MedicalGOOGLAlphabet$264,774$12,853 â–²5.1%8240.1%Computer and TechnologyUPSUnited Parcel Service$242,9400.0%2,3810.1%TransportationABBVAbbVie$226,916$1,652 â–²0.7%1,0990.1%MedicalNVDANVIDIA$224,791$379 â–²0.2%1,1870.1%Computer and TechnologyCALAMOS ETF TR$224,189$31,509 â–²16.4%10,5730.1%CALAMOS BIT 90 SISRGIntuitive Surgical$221,678$13,310 â–²6.4%4830.1%MedicalLMTLockheed Martin$203,023$203,023 â–²New Holding3280.1%AerospaceAMZNAmazon.com$201,747$201,747 â–²New Holding8410.1%Retail/WholesaleMARAMarathon Digital$134,027$11,292 â–²9.2%12,9370.0%FinanceTWENTY ONE CAP INC$87,522$13,443 â–²18.1%12,5390.0%COM SHS CL AUNHUnitedHealth Group$0$7,542,716 â–¼-100.0%00.0%MedicalACNAccenture$0$7,083,080 â–¼-100.0%00.0%Computer and TechnologyNDSNNordson$0$4,660,913 â–¼-100.0%00.0%IndustrialsTIDAL TRUST II$0$240,324 â–¼-100.0%00.0%YIELDMAX MSTR OPShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.