Evexia Wealth LLC Portfolio Holdings

Evexia Wealth LLC

  • $282 Billion
  • Q3 2024

Evexia Wealth LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $282 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Black Rock Inc. with a value of $13.2B, Hubbell Inc with a value of $13B, Kla Corp with a value of $12.7B, Microsoft Corp with a value of $12.6B, and Parker Hannifin Corp with a value of $12.6B.

Examining the 13F form we can see an increase of $15.6B in the current position value, from $266B to 282B.

Evexia Wealth LLC is based out at Stevens Point, WI

Below you can find more details about Evexia Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $282 Billion
Technology: $76.9 Billion
Industrials: $63.4 Billion
Financial Services: $30.7 Billion
Healthcare: $29.2 Billion
ETFs: $25.6 Billion
Consumer Cyclical: $25.6 Billion
Consumer Defensive: $12.3 Billion
Basic Materials: $10.4 Billion
Other: $5.95 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$13.2 Billion 4.67% of portfolio
14,002
Q3 2024 Reduced 3.62%
$22.9B
$13 Billion 4.6% of portfolio
29,565
Q3 2024 Added 1.13%
$94.4B
$12.7 Billion 4.51% of portfolio
16,260
Q3 2024 Reduced 0.14%
$81.5B
$12.6 Billion 4.46% of portfolio
19,980
Q3 2024 Reduced 6.19%
$172B
$12.4 Billion 4.4% of portfolio
20,584
Q3 2024 Added 14.67%
$68.8B
$11.3 Billion 3.99% of portfolio
64,286
Q3 2024 Reduced 4.78%
$62.6B
$8.96 Billion 3.18% of portfolio
45,096
Q3 2024 Reduced 0.31%
$117B
$8.53 Billion 3.02% of portfolio
30,767
Q3 2024 Added 10.71%
$163B
$7.43 Billion 2.64% of portfolio
27,686
Q3 2024 Reduced 19.25%
$78.3B
$7.43 Billion 2.64% of portfolio
13,923
Q3 2024 Reduced 3.56%
$143B
$6.59 Billion 2.34% of portfolio
10,891
Q3 2024 Reduced 23.98%
$14.7B
$5.44 Billion 1.93% of portfolio
14,606
Q3 2024 Added 42.68%
$14.2B
$4.87 Billion 1.73% of portfolio
19,257
Q3 2024 Added 10.68%
$57B
$4.64 Billion 1.64% of portfolio
8,624
Q3 2024 Added 5.09%
$68.9B
$4.52 Billion 1.6% of portfolio
14,449
Q3 2024 Added 2.0%
$71.5B
$4.29 Billion 1.52% of portfolio
31,945
Q3 2024 Reduced 11.85%
$16.9B
$3.53 Billion 1.25% of portfolio
12,400
Q3 2024 Added 1.36%
$103B
$3.5 Billion 1.24% of portfolio
9,147
Q3 2024 New
$66.6B
$3.09 Billion 1.09% of portfolio
12,996
Q3 2024 Reduced 50.7%
$21.3B
$3.01 Billion 1.07% of portfolio
6,833
Q3 2024 New
$34.1B
$2.38 Billion 0.84% of portfolio
119,805
Q3 2024 New
$26.1B
$1.75 Billion 0.62% of portfolio
9,330
Q3 2024 Reduced 53.14%
$85.8B
$862 Million 0.31% of portfolio
2,208
Q3 2024 Added 24.68%
$20.7B
$783 Million 0.28% of portfolio
3,411
Q3 2024 Added 24.35%
$197B
$731 Million 0.26% of portfolio
6,793
Q3 2024 Added 27.35%
$119B
$718 Million 0.25% of portfolio
8,252
Q3 2024 Reduced 74.99%
$21.9B
$681 Million 0.24% of portfolio
5,083
Q3 2024 Added 29.83%
$30.5B
$659 Million 0.23% of portfolio
9,264
Q3 2024 Added 25.8%
$156B
$637 Million 0.23% of portfolio
7,936
Q3 2024 Added 25.89%
$16.5B
$491 Million 0.17% of portfolio
2,705
Q3 2024 Added 31.63%
$199B
$305 Million 0.11% of portfolio
2,687
Q3 2024 Added 0.52%
$11.3B
$321 Million 0.11% of portfolio
3,014
Q3 2024 Added 30.87%
$30.1B
$297 Million 0.11% of portfolio
3,158
Q2 2024 Added 1.02%
$97.8B
$279 Million 0.1% of portfolio
2,123
Q2 2024 Added 1.19%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $282 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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