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

About Evexia Wealth LLC

Investment Activity

  • Evexia 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
$22,223,732
Broadcom
$21,647,965
BARRICK MNG CORP
$17,381,371
Hubbell
$16,257,989

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC
$9,462,223 Holding
92537N108 - Vertiv
$314,064 Holding
539830109 - Lockheed Martin
$203,023 Holding
023135106 - 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 Time

Map of 500 Largest Holdings ofEvexia Wealth LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
KLA Corporation stock logo
KLAC
KLA
$22,223,732$5,552,395 â–¼-20.0%12,5646.1%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$21,647,965$2,959,003 â–²15.8%57,0066.0%Computer and Technology
BARRICK MNG CORP
$17,381,371$1,241,686 â–²7.7%404,0304.8%COM SHS
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$16,650,365$2,388,052 â–¼-12.5%17,9124.6%Medical
Hubbell Inc stock logo
HUBB
Hubbell
$16,257,989$1,689,548 â–¼-9.4%30,1194.5%Industrials
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$14,787,928$934,168 â–¼-5.9%20,1204.1%Retail/Wholesale
BLACKROCK INC
$14,032,540$1,331,801 â–²10.5%13,7083.9%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$13,535,299$2,475,744 â–²22.4%35,2143.7%Computer and Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$13,407,056$2,078,989 â–¼-13.4%13,5493.7%Industrials
Intuit Inc. stock logo
INTU
Intuit
$11,962,182$4,066,455 â–²51.5%32,3793.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$11,152,433$285,382 â–¼-2.5%43,0263.1%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$10,015,295$126,595 â–¼-1.2%46,9142.8%Business Services
GE VERNOVA INC
$9,462,223$9,462,223 â–²New Holding9,5472.6%COM
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$9,235,205$874,715 â–²10.5%47,7222.5%Retail/Wholesale
Chubb Limited stock logo
CB
Chubb
$9,172,697$1,150,299 â–¼-11.1%27,7982.5%Finance
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$9,128,631$53,141 â–²0.6%13,3992.5%Aerospace
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,114,248$1,902,889 â–¼-17.3%9,2922.5%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,073,133$329,989 â–²3.8%28,9252.5%Finance
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$8,734,013$1,198,748 â–²15.9%446,4102.4%ETF
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$8,703,262$13,430 â–²0.2%17,4972.4%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$7,436,384$359,607 â–²5.1%17,0812.0%Finance
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$6,886,486$5,875,947 â–²581.5%23,6061.9%Energy
FirstCash Holdings, Inc. stock logo
FCFS
FirstCash
$6,577,457$1,922,830 â–²41.3%32,1651.8%Business Services
Stryker Corporation stock logo
SYK
Stryker
$6,278,120$514,264 â–²8.9%18,0801.7%Medical
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$6,205,432$92,161 â–¼-1.5%25,1151.7%Retail/Wholesale
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$5,571,066$138,891 â–²2.6%6,8591.5%Construction
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$5,149,636$1,659,056 â–²47.5%32,7251.4%Computer and Technology
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$4,676,378$659,790 â–²16.4%237,7421.3%ETF
Reliance, Inc. stock logo
RS
Reliance
$4,350,665$73,306 â–¼-1.7%13,4131.2%Basic Materials
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$4,261,669$579,128 â–²15.7%46,5811.2%ETF
iShares iBonds 2026 Term High Yield and Income ETF stock logo
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
$3,740,737$531,797 â–²16.6%163,5651.0%ETF
FIDELITY WISE ORIGIN BITCOIN
$3,611,053$825,652 â–²29.6%56,5111.0%SHS
EOG Resources, Inc. stock logo
EOG
EOG Resources
$3,609,895$926,682 â–¼-20.4%26,3571.0%Energy
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$2,937,839$429,243 â–²17.1%143,4140.8%ETF
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$2,854,442$412,095 â–²16.9%152,3590.8%ETF
Invesco BulletShares 2032 Corporate Bond ETF stock logo
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
$2,664,904$383,396 â–²16.8%128,3670.7%ETF
iShares iBonds 2027 Term High Yield and Income ETF stock logo
IBHG
iShares iBonds 2027 Term High Yield and Income ETF
$2,585,783$373,392 â–²16.9%116,8820.7%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$1,989,215$183,980 â–²10.2%38,2100.5%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$1,435,609$216,505 â–²17.8%61,7730.4%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,419,934$5,959 â–¼-0.4%2,3830.4%Construction
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,329,281$56,931 â–²4.5%5,9540.4%ETF
Strategy Inc stock logo
MSTR
Strategy
$1,171,915$62,209 â–²5.6%8,8540.3%Computer and Technology
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$1,149,585$169,915 â–²17.3%68,3670.3%Manufacturing
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,084,181$152,944 â–²16.4%10,4630.3%ETF
onsemi stock logo
ON
onsemi
$946,555$10,085 â–²1.1%13,3280.3%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$923,652$26,485 â–²3.0%1,9530.3%Construction
ASML Holding N.V. stock logo
ASML
ASML
$870,116$3,000 â–¼-0.3%5800.2%Computer and Technology
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$818,805$122,277 â–²17.6%36,5620.2%Manufacturing
Morgan Stanley stock logo
MS
Morgan Stanley
$795,506$23,003 â–²3.0%4,3920.2%Finance
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$773,413$112,632 â–²17.0%35,4530.2%Manufacturing
Nextpower Inc. stock logo
NXT
Nextpower
$738,461$15,952 â–²2.2%6,6200.2%Energy
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$715,505$102,917 â–²16.8%34,0800.2%ETF
iShares iBonds Dec 2032 Term Treasury ETF stock logo
IBTM
iShares iBonds Dec 2032 Term Treasury ETF
$647,656$92,670 â–²16.7%28,2630.2%ETF
CALAMOS ETF TR
$647,133$91,198 â–²16.4%27,0710.2%CALLMOS BIT STRU
Eaton Corporation, PLC stock logo
ETN
Eaton
$646,586$11,697 â–²1.8%1,6030.2%Industrials
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$624,382$19,183 â–²3.2%20,1150.2%Industrials
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$609,940$16,731 â–²2.8%5,4320.2%Energy
First Solar, Inc. stock logo
FSLR
First Solar
$589,229$24,042 â–²4.3%2,9410.2%Energy
Owens Corning Inc stock logo
OC
Owens Corning
$579,673$20,115 â–²3.6%4,8990.2%Construction
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$564,724$80,125 â–²16.5%25,3870.2%Manufacturing
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$554,544$20,214 â–²3.8%6,0080.2%Utilities
Xylem Inc. stock logo
XYL
Xylem
$544,228$19,842 â–²3.8%4,2240.1%Business Services
Synopsys, Inc. stock logo
SNPS
Synopsys
$504,666$21,306 â–²4.4%1,2080.1%Computer and Technology
LAM RESEARCH CORP
$450,522$2,941 â–²0.7%1,6850.1%COM NEW
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$432,178$4,353 â–¼-1.0%1,0920.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$420,452$54,059 â–²14.8%4,7210.1%Computer and Technology
nVent Electric PLC stock logo
NVT
nVent Electric
$396,047$7,458 â–²1.9%2,9740.1%Computer and Technology
Albemarle Corporation stock logo
ALB
Albemarle
$387,156$8,715 â–²2.3%2,0880.1%Basic Materials
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$347,054$48,842 â–²16.4%19,6970.1%Manufacturing
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$332,198$2,044 â–²0.6%3,0880.1%ETF
Invesco BulletShares 2027 High Yield Corporate Bond ETF stock logo
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$319,522$41,249 â–²14.8%14,1910.1%ETF
Vertiv Holdings Co. stock logo
VRT
Vertiv
$314,064$314,064 â–²New Holding1,0470.1%Computer and Technology
CALAMOS ETF TR
$283,788$44,124 â–²18.4%14,5160.1%CALAMOS BIT 80 S
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$278,282$1,611 â–²0.6%2,7640.1%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$264,774$12,853 â–²5.1%8240.1%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$242,9400.0%2,3810.1%Transportation
AbbVie Inc. stock logo
ABBV
AbbVie
$226,916$1,652 â–²0.7%1,0990.1%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$224,791$379 â–²0.2%1,1870.1%Computer and Technology
CALAMOS ETF TR
$224,189$31,509 â–²16.4%10,5730.1%CALAMOS BIT 90 S
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$221,678$13,310 â–²6.4%4830.1%Medical
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$203,023$203,023 â–²New Holding3280.1%Aerospace
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$201,747$201,747 â–²New Holding8410.1%Retail/Wholesale
Marathon Digital Holdings, Inc. stock logo
MARA
Marathon Digital
$134,027$11,292 â–²9.2%12,9370.0%Finance
TWENTY ONE CAP INC
$87,522$13,443 â–²18.1%12,5390.0%COM SHS CL A
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$7,542,716 â–¼-100.0%00.0%Medical
Accenture PLC stock logo
ACN
Accenture
$0$7,083,080 â–¼-100.0%00.0%Computer and Technology
Nordson Corporation stock logo
NDSN
Nordson
$0$4,660,913 â–¼-100.0%00.0%Industrials
TIDAL TRUST II
$0$240,324 â–¼-100.0%00.0%YIELDMAX MSTR OP

Showing largest 100 holdings. View all holdings.
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