Institutions / Evexia Wealth LLC
Evexia Wealth LLC
CIK 1975710 · Institution · as of Jun 30, 2026
Portfolio value
$369.48M
Positions
77
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$369.48M+3.2%Positions
77-8.3%Top holdings
Jun 30, 2026View all 77 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $21.89M | 5.9% |
| Kla Corp | $20.96M | 5.7% |
| ELI LILLY & Co | $19.79M | 5.4% |
| Microsoft Corp | $17.44M | 4.7% |
| Caseys General Stores Inc | $17.35M | 4.7% |
| BlackRock, Inc. | $15.43M | 4.2% |
| Barrick Mng Corp | $15.18M | 4.1% |
| Hubbell Inc | $14.41M | 3.9% |
| Parker-Hannifin Corp | $13.49M | 3.7% |
| Apple Inc. | $12.78M | 3.5% |
| Williams Sonoma Inc | $11.44M | 3.1% |
| Intuit Inc. | $10.73M | 2.9% |
| JPMORGAN CHASE & CO | $10.21M | 2.8% |
| GE Vernova Inc. | $10.04M | 2.7% |
| Republic Services, Inc. | $9.93M | 2.7% |
| Chubb Ltd | $9.71M | 2.6% |
| Invesco Exch Trd Slf Idx Fd | $9.62M | 2.6% |
| Costco Wholesale Corp /New | $8.73M | 2.4% |
| Northrop Grumman Corp | $7.48M | 2.0% |
| HCA Healthcare, Inc. | $7.27M | 2.0% |
| Constellation Energy Corp | $6.93M | 1.9% |
| FirstCash Holdings, Inc. | $6.69M | 1.8% |
| SPDR Series Trust | $6.29M | 1.7% |
| SPDR Gold Tr | $6.25M | 1.7% |
| Stryker Corp | $6.02M | 1.6% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Kla Corp | $18.09M | +99K +630.39% | 114,693 5.67% of portfolio | medium |
| Q2 2026 as of | New | GE Vernova Inc. | $10.04M | +10K | 9,975 2.72% of portfolio | medium |
| Q2 2026 as of | Exit | Unitedhealth Group Inc | $-7.54M | -23K -100.00% | — | medium |
| Q2 2026 as of | Exit | Accenture plc | $-7.08M | -25K -100.00% | — | medium |
| Q2 2026 as of | Add | Constellation Energy Corp | $5.98M | +22K +631.21% | 25,329 1.88% of portfolio | medium |
| Q2 2026 as of | Exit | Nordson Corp | $-4.66M | -17K -100.00% | — | low |
| Q2 2026 as of | Add | Intuit Inc. | $3.92M | +12K +57.68% | 33,699 2.90% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp | $3.41M | +7K +24.29% | 35,762 4.72% of portfolio | low |
| Q2 2026 as of | Trim | ELI LILLY & Co | $-3.18M | -3K -13.83% | 17,648 5.36% of portfolio | low |
| Q2 2026 as of | Add | 46138J635 | $2.83M | +123K +235.31% | 175,895 1.09% of portfolio | low |