Evexia Wealth LLC Portfolio Holdings by Sector
Evexia Wealth LLC
- $295 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BSJP BSJQ GLD BSCQ BSCT BSCR BSCS STIP 19 stocks |
$31.2 Million
11.22% of portfolio
|
16
|
3
|
5
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ROP NDSN XYL 4 stocks |
$22.8 Million
8.19% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM CASY 2 stocks |
$17.4 Million
6.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT DOX SNPS 3 stocks |
$16.5 Million
5.94% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO ON 2 stocks |
$14.3 Million
5.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU MSTR NOW RIOT 4 stocks |
$13.9 Million
5.01% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC ASML AMAT ENTG 4 stocks |
$13.6 Million
4.91% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$12.4 Million
4.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$12.3 Million
4.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$11.7 Million
4.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC LMT 2 stocks |
$11.4 Million
4.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$11 Million
3.97% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$10.6 Million
3.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$10.2 Million
3.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$9.85 Million
3.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$9.42 Million
3.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$8.16 Million
2.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$6.71 Million
2.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$4.3 Million
1.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$4.03 Million
1.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$4.02 Million
1.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME TTEK 2 stocks |
$3.69 Million
1.33% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS 1 stocks |
$3.41 Million
1.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$3.14 Million
1.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$2.8 Million
1.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
GOLD 1 stocks |
$2.18 Million
0.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$1.27 Million
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT OC 2 stocks |
$1.11 Million
0.4% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS MARA 2 stocks |
$1.06 Million
0.38% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA CEG 2 stocks |
$1 Million
0.36% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE WEC 2 stocks |
$839,938
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR ENPH 2 stocks |
$801,994
0.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$348,436
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$265,961
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|