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 ETFs Only

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

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
Track This Portfolio

Track Evexia Wealth LLC Portfolio

Follow Evexia Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evexia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evexia Wealth LLC with notifications on news.