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Evexia Wealth LLC Top Holdings and 13F Report (2026)

About Evexia Wealth LLC

Investment Activity

  • Evexia Wealth LLC has $369.48 million in total holdings as of June 30, 2026.
  • Evexia Wealth LLC owns shares of 77 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 9.10% of the portfolio was purchased this quarter.
  • About 4.02% of the portfolio was sold this quarter.
  • This quarter, Evexia Wealth LLC has purchased 84 new stocks and bought additional shares in 39 stocks.
  • Evexia Wealth LLC sold shares of 36 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Broadcom
$21,885,005
KLA
$20,960,127
Microsoft
$17,439,186

Largest New Holdings this Quarter

184496107 - Clean Harbors
$504,410 Holding

Largest Purchases this Quarter

KLA
102,129 shares (about $18.66M)
SPDR Bloomberg 1-3 Month T-Bill ETF
22,206 shares (about $2.03M)
iShares iBonds Dec 2027 Term Treasury ETF
46,945 shares (about $1.05M)

Largest Sales this Quarter

Invesco BulletShares 2027 Corporate Bond ETF
42,157 shares (about $826.91K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEvexia Wealth LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Broadcom Inc. stock logo
AVGO
Broadcom
$21,885,005$474,601 â–¼-2.1%55,7965.9%Technology
KLA Corporation stock logo
KLAC
KLA
$20,960,127$18,664,058 â–²812.9%114,6935.7%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$19,789,570$296,036 â–¼-1.5%17,6485.4%Healthcare
Microsoft Corporation stock logo
MSFT
Microsoft
$17,439,186$267,230 â–²1.6%35,7624.7%Technology
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$17,348,471$37,856 â–²0.2%20,1644.7%Consumer Staples
BLACKROCK INC
$15,428,386$15,773 â–¼-0.1%13,6944.2%COM
BARRICK MNG CORP
$15,179,144$84,583 â–²0.6%406,2944.1%COM SHS
Hubbell Inc stock logo
HUBB
Hubbell
$14,409,142$71,405 â–²0.5%30,2693.9%Industrials
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$13,494,551$20,948 â–¼-0.2%13,5283.7%Industrials
Apple Inc. stock logo
AAPL
Apple
$12,783,656$271,257 â–¼-2.1%42,1323.5%Technology
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$11,441,701$1,918 â–¼0.0%47,7143.1%Consumer Discretionary
Intuit Inc. stock logo
INTU
Intuit
$10,729,473$420,277 â–²4.1%33,6992.9%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$10,214,978$14,811 â–²0.1%28,9672.8%Finance
GE VERNOVA INC
$10,042,474$430,895 â–²4.5%9,9752.7%COM
Republic Services, Inc. stock logo
RSG
Republic Services
$9,928,221$94,119 â–²1.0%47,3632.7%Industrials
Chubb Limited stock logo
CB
Chubb
$9,712,078$32,037 â–²0.3%27,8902.6%Finance
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$9,622,224$899,368 â–²10.3%492,4372.6%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$8,730,670$134,523 â–¼-1.5%9,1512.4%Consumer Staples
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$7,479,431$130,535 â–²1.8%13,6372.0%Industrials
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$7,271,014$156,545 â–²2.2%17,8822.0%Healthcare
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$6,932,713$471,596 â–²7.3%25,3291.9%Utilities
FirstCash Holdings, Inc. stock logo
FCFS
FirstCash
$6,691,046$42,707 â–¼-0.6%31,9611.8%Finance
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$6,288,486$2,030,066 â–²47.7%68,7871.7%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$6,250,675$98,503 â–¼-1.6%16,8161.7%ETF
Stryker Corporation stock logo
SYK
Stryker
$6,022,602$146,377 â–¼-2.4%17,6511.6%Healthcare
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$5,540,981$215,031 â–²4.0%26,1291.5%Consumer Discretionary
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$5,537,072$69,479 â–¼-1.2%6,7741.5%Industrials
iShares iBonds 2026 Term High Yield and Income ETF stock logo
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
$5,461,214$1,789,177 â–²48.7%243,2611.5%ETF
Reliance, Inc. stock logo
RS
Reliance
$5,427,842$63,457 â–¼-1.2%13,2581.5%Industrials
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$4,921,815$227,202 â–¼-4.4%31,2811.3%Industrials
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$4,027,994$2,613,393 â–²184.7%175,8951.1%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$3,917,167$77,501 â–²2.0%26,8891.1%Energy
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$3,836,393$826,908 â–¼-17.7%195,5851.0%ETF
FIDELITY WISE ORIGIN BITCOIN
$3,526,296$384,850 â–²12.3%63,4341.0%SHS
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$1,883,039$1,033,281 â–¼-35.4%92,6010.5%ETF
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$1,862,634$1,047,114 â–²128.4%83,5070.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,859,138$429,364 â–²30.0%7,7420.5%ETF
iShares iBonds 2027 Term High Yield and Income ETF stock logo
IBHG
iShares iBonds 2027 Term High Yield and Income ETF
$1,760,882$799,999 â–¼-31.2%80,3690.5%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$1,754,235$352,678 â–¼-16.7%31,8140.5%ETF
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$1,354,064$1,465,334 â–¼-52.0%73,1730.4%ETF
Strategy Inc stock logo
MSTR
Strategy
$1,219,520$379,630 â–²45.2%12,8560.3%Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,081,600$539,439 â–¼-33.3%1,5900.3%Industrials
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$1,079,956$399,465 â–²58.7%31,9230.3%Industrials
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,008,258$44,367 â–¼-4.2%10,0220.3%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$939,946$39,203 â–²4.4%2,0380.3%Industrials
Morgan Stanley stock logo
MS
Morgan Stanley
$909,811$17,955 â–¼-1.9%4,3070.2%Finance
First Solar, Inc. stock logo
FSLR
First Solar
$860,636$176,177 â–²25.7%3,6980.2%Technology
Xylem Inc. stock logo
XYL
Xylem
$830,302$327,334 â–²65.1%6,9730.2%Industrials
CALAMOS ETF TR
$781,700$140,659 â–²21.9%33,0110.2%CALLMOS BIT STRU
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$768,760$361,686 â–¼-32.0%46,4930.2%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$708,180$5,697 â–²0.8%1,6160.2%Industrials
Owens Corning Inc stock logo
OC
Owens Corning
$668,759$32,794 â–¼-4.7%4,6700.2%Industrials
ASML Holding N.V. stock logo
ASML
ASML
$660,293$292,369 â–¼-30.7%4020.2%Technology
Invesco BulletShares 2032 Corporate Bond ETF stock logo
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
$658,653$1,945,268 â–¼-74.7%32,4700.2%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$641,499$121,514 â–²23.4%7,4120.2%Utilities
Alphabet Inc. stock logo
GOOGL
Alphabet
$634,280$326,479 â–²106.1%1,6980.2%Communication Services
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$540,848$8,429 â–²1.6%5,5180.1%Utilities
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$504,410$504,410 â–²New Holding1,6220.1%Industrials
Nextpower Inc. stock logo
NXT
Nextpower
$480,460$119,775 â–¼-20.0%5,2990.1%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$438,527$199,666 â–²83.6%1,5440.1%Consumer Discretionary
nVent Electric PLC stock logo
NVT
nVent Electric
$435,819$38,258 â–¼-8.1%2,7340.1%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$430,808$185,547 â–²75.7%2,0850.1%Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$397,753$122,325 â–²44.4%1,5120.1%Industrials
onsemi stock logo
ON
onsemi
$370,483$701,088 â–¼-65.4%4,6080.1%Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$369,062$170,029 â–¼-31.5%3,2320.1%Technology
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$347,063$169,742 â–²95.7%6,0440.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$336,937$229,117 â–¼-40.5%6500.1%Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$334,866$153,543 â–²84.7%8920.1%Healthcare
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$298,262$2,143 â–²0.7%2,7840.1%Healthcare
LAM RESEARCH CORP
$283,854$212,817 â–¼-42.8%9630.1%COM NEW
AbbVie Inc. stock logo
ABBV
AbbVie
$271,588$2,206 â–²0.8%1,1080.1%Healthcare
Invesco BulletShares 2027 High Yield Corporate Bond ETF stock logo
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$265,300$52,089 â–¼-16.4%11,8620.1%ETF
Synopsys, Inc. stock logo
SNPS
Synopsys
$257,590$216,031 â–¼-45.6%6570.1%Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$254,4900.0%2,3810.1%Industrials
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$234,147$118,614 â–¼-33.6%13,0740.1%ETF
CALAMOS ETF TR
$232,856$23,643 â–¼-9.2%13,1780.1%CALAMOS BIT 80 S
Albemarle Corporation stock logo
ALB
Albemarle
$200,217$47,592 â–¼-19.2%1,6870.1%Industrials
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$0$773,413 â–¼-100.0%00.0%ETF
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$0$715,505 â–¼-100.0%00.0%ETF
iShares iBonds Dec 2032 Term Treasury ETF stock logo
IBTM
iShares iBonds Dec 2032 Term Treasury ETF
$0$647,656 â–¼-100.0%00.0%ETF
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$0$564,724 â–¼-100.0%00.0%ETF
CALAMOS ETF TR
$0$224,189 â–¼-100.0%00.0%CALAMOS BIT 90 S
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$0$203,023 â–¼-100.0%00.0%Industrials
Marathon Digital Holdings, Inc. stock logo
MARA
Marathon Digital
$0$134,027 â–¼-100.0%00.0%Technology
TWENTY ONE CAP INC
$0$87,522 â–¼-100.0%00.0%COM SHS CL A

Showing largest 100 holdings. View all holdings.
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