Evexia Wealth LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $295 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $13.9B, Blackrock Inc with a value of $13.3B, Parker Hannifin Corp with a value of $13.2B, Microsoft Corp with a value of $12.7B, and Kla Corp with a value of $12.6B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $282B to 295B.

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 $295 Billion
Technology: $82.2 Billion
Industrials: $60.8 Billion
ETFs: $31.2 Billion
Consumer Cyclical: $28.2 Billion
Healthcare: $26.7 Billion
Financial Services: $19.4 Billion
Consumer Defensive: $13.5 Billion
Basic Materials: $9.89 Billion
Other: $5.87 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $295 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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