Evexia Wealth LLC Top Holdings and 13F Report (2026) About Evexia Wealth LLCInvestment ActivityEvexia 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 $21,885,005KLA $20,960,127Eli Lilly and Company $19,789,570Microsoft $17,439,186Casey's General Stores $17,348,471 Largest New Holdings this Quarter 184496107 - Clean Harbors $504,410 Holding Largest Purchases this Quarter KLA 102,129 shares (about $18.66M)Invesco BulletShares 2026 High Yield Corporate Bond ETF 114,122 shares (about $2.61M)SPDR Bloomberg 1-3 Month T-Bill ETF 22,206 shares (about $2.03M)iShares iBonds 2026 Term High Yield and Income ETF 79,696 shares (about $1.79M)iShares iBonds Dec 2027 Term Treasury ETF 46,945 shares (about $1.05M) Largest Sales this Quarter Invesco BulletShares 2032 Corporate Bond ETF 95,897 shares (about $1.95M)Invesco BulletShares 2029 Corporate Bond ETF 79,186 shares (about $1.47M)Invesco BulletShares 2028 Corporate Bond ETF 50,813 shares (about $1.03M)Invesco BulletShares 2027 Corporate Bond ETF 42,157 shares (about $826.91K)iShares iBonds 2027 Term High Yield and Income ETF 36,513 shares (about $800.00K) 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 PortfolioSectorAVGOBroadcom$21,885,005$474,601 â–¼-2.1%55,7965.9%TechnologyKLACKLA$20,960,127$18,664,058 â–²812.9%114,6935.7%TechnologyLLYEli Lilly and Company$19,789,570$296,036 â–¼-1.5%17,6485.4%HealthcareMSFTMicrosoft$17,439,186$267,230 â–²1.6%35,7624.7%TechnologyCASYCasey's General Stores$17,348,471$37,856 â–²0.2%20,1644.7%Consumer StaplesBLACKROCK INC$15,428,386$15,773 â–¼-0.1%13,6944.2%COMBARRICK MNG CORP$15,179,144$84,583 â–²0.6%406,2944.1%COM SHSHUBBHubbell$14,409,142$71,405 â–²0.5%30,2693.9%IndustrialsPHParker-Hannifin$13,494,551$20,948 â–¼-0.2%13,5283.7%IndustrialsAAPLApple$12,783,656$271,257 â–¼-2.1%42,1323.5%TechnologyWSMWilliams-Sonoma$11,441,701$1,918 â–¼0.0%47,7143.1%Consumer DiscretionaryINTUIntuit$10,729,473$420,277 â–²4.1%33,6992.9%TechnologyJPMJPMorgan Chase & Co.$10,214,978$14,811 â–²0.1%28,9672.8%FinanceGE VERNOVA INC$10,042,474$430,895 â–²4.5%9,9752.7%COMRSGRepublic Services$9,928,221$94,119 â–²1.0%47,3632.7%IndustrialsCBChubb$9,712,078$32,037 â–²0.3%27,8902.6%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$9,622,224$899,368 â–²10.3%492,4372.6%ETFCOSTCostco Wholesale$8,730,670$134,523 â–¼-1.5%9,1512.4%Consumer StaplesNOCNorthrop Grumman$7,479,431$130,535 â–²1.8%13,6372.0%IndustrialsHCAHCA Healthcare$7,271,014$156,545 â–²2.2%17,8822.0%HealthcareCEGConstellation Energy$6,932,713$471,596 â–²7.3%25,3291.9%UtilitiesFCFSFirstCash$6,691,046$42,707 â–¼-0.6%31,9611.8%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$6,288,486$2,030,066 â–²47.7%68,7871.7%ETFGLDSPDR Gold Shares$6,250,675$98,503 â–¼-1.6%16,8161.7%ETFSYKStryker$6,022,602$146,377 â–¼-2.4%17,6511.6%HealthcareLOWLowe's Companies$5,540,981$215,031 â–²4.0%26,1291.5%Consumer DiscretionaryEMEEMCOR Group$5,537,072$69,479 â–¼-1.2%6,7741.5%IndustrialsIBHFiShares iBonds 2026 Term High Yield and Income ETF$5,461,214$1,789,177 â–²48.7%243,2611.5%ETFRSReliance$5,427,842$63,457 â–¼-1.2%13,2581.5%IndustrialsBRBroadridge Financial Solutions$4,921,815$227,202 â–¼-4.4%31,2811.3%IndustrialsBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$4,027,994$2,613,393 â–²184.7%175,8951.1%ETFEOGEOG Resources$3,917,167$77,501 â–²2.0%26,8891.1%EnergyBSCRInvesco BulletShares 2027 Corporate Bond ETF$3,836,393$826,908 â–¼-17.7%195,5851.0%ETFFIDELITY WISE ORIGIN BITCOIN$3,526,296$384,850 â–²12.3%63,4341.0%SHSBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,883,039$1,033,281 â–¼-35.4%92,6010.5%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$1,862,634$1,047,114 â–²128.4%83,5070.5%ETFVIGVanguard Dividend Appreciation ETF$1,859,138$429,364 â–²30.0%7,7420.5%ETFIBHGiShares iBonds 2027 Term High Yield and Income ETF$1,760,882$799,999 â–¼-31.2%80,3690.5%ETFAMLPAlerian MLP ETF$1,754,235$352,678 â–¼-16.7%31,8140.5%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,354,064$1,465,334 â–¼-52.0%73,1730.4%ETFMSTRStrategy$1,219,520$379,630 â–²45.2%12,8560.3%TechnologyPWRQuanta Services$1,081,600$539,439 â–¼-33.3%1,5900.3%IndustrialsTTEKTetra Tech$1,079,956$399,465 â–²58.7%31,9230.3%IndustrialsSTIPiShares 0-5 Year TIPS Bond ETF$1,008,258$44,367 â–¼-4.2%10,0220.3%ETFTTTrane Technologies$939,946$39,203 â–²4.4%2,0380.3%IndustrialsMSMorgan Stanley$909,811$17,955 â–¼-1.9%4,3070.2%FinanceFSLRFirst Solar$860,636$176,177 â–²25.7%3,6980.2%TechnologyXYLXylem$830,302$327,334 â–²65.1%6,9730.2%IndustrialsCALAMOS ETF TR$781,700$140,659 â–²21.9%33,0110.2%CALLMOS BIT STRUBSCUInvesco BulletShares 2030 Corporate Bond ETF$768,760$361,686 â–¼-32.0%46,4930.2%ETFETNEaton$708,180$5,697 â–²0.8%1,6160.2%IndustrialsOCOwens Corning$668,759$32,794 â–¼-4.7%4,6700.2%IndustrialsASMLASML$660,293$292,369 â–¼-30.7%4020.2%TechnologyBSCWInvesco BulletShares 2032 Corporate Bond ETF$658,653$1,945,268 â–¼-74.7%32,4700.2%ETFNEENextEra Energy$641,499$121,514 â–²23.4%7,4120.2%UtilitiesGOOGLAlphabet$634,280$326,479 â–²106.1%1,6980.2%Communication ServicesORAOrmat Technologies$540,848$8,429 â–²1.6%5,5180.1%UtilitiesCLHClean Harbors$504,410$504,410 â–²New Holding1,6220.1%IndustrialsNXTNextpower$480,460$119,775 â–¼-20.0%5,2990.1%IndustrialsAMZNAmazon.com$438,527$199,666 â–²83.6%1,5440.1%Consumer DiscretionaryNVTnVent Electric$435,819$38,258 â–¼-8.1%2,7340.1%IndustrialsNVDANVIDIA$430,808$185,547 â–²75.7%2,0850.1%TechnologyVRTVertiv$397,753$122,325 â–²44.4%1,5120.1%IndustrialsONonsemi$370,483$701,088 â–¼-65.4%4,6080.1%TechnologyNOWServiceNow$369,062$170,029 â–¼-31.5%3,2320.1%TechnologyNOBLProShares S&P 500 Aristocrats ETF$347,063$169,742 â–²95.7%6,0440.1%ETFAMATApplied Materials$336,937$229,117 â–¼-40.5%6500.1%TechnologyISRGIntuitive Surgical$334,866$153,543 â–²84.7%8920.1%HealthcareABTAbbott Laboratories$298,262$2,143 â–²0.7%2,7840.1%HealthcareLAM RESEARCH CORP$283,854$212,817 â–¼-42.8%9630.1%COM NEWABBVAbbVie$271,588$2,206 â–²0.8%1,1080.1%HealthcareBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$265,300$52,089 â–¼-16.4%11,8620.1%ETFSNPSSynopsys$257,590$216,031 â–¼-45.6%6570.1%TechnologyUPSUnited Parcel Service$254,4900.0%2,3810.1%IndustrialsQYLDGlobal X Nasdaq 100 Covered Call ETF$234,147$118,614 â–¼-33.6%13,0740.1%ETFCALAMOS ETF TR$232,856$23,643 â–¼-9.2%13,1780.1%CALAMOS BIT 80 SALBAlbemarle$200,217$47,592 â–¼-19.2%1,6870.1%IndustrialsIBTJiShares iBonds Dec 2029 Term Treasury ETF$0$773,413 â–¼-100.0%00.0%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$0$715,505 â–¼-100.0%00.0%ETFIBTMiShares iBonds Dec 2032 Term Treasury ETF$0$647,656 â–¼-100.0%00.0%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$0$564,724 â–¼-100.0%00.0%ETFCALAMOS ETF TR$0$224,189 â–¼-100.0%00.0%CALAMOS BIT 90 SLMTLockheed Martin$0$203,023 â–¼-100.0%00.0%IndustrialsMARAMarathon Digital$0$134,027 â–¼-100.0%00.0%TechnologyTWENTY ONE CAP INC$0$87,522 â–¼-100.0%00.0%COM SHS CL AShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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.