Institutions / Evexia Wealth LLC / Activity
Activity — Evexia Wealth LLC
87 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Kla Corp Common stock | $18.09M | +99K +630.39% | 114,693 5.67% of portfolio | medium |
| Q2 2026 as of | New | GE Vernova Inc. Common stock | $10.04M | +10K | 9,975 2.72% of portfolio | medium |
| Q2 2026 as of | Exit | Unitedhealth Group Inc Common stock | $-7.54M | -23K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | Accenture plc Common stock | $-7.08M | -25K -100.00% | 0 | medium |
| Q2 2026 as of | Add | Constellation Energy Corp Common stock | $5.98M | +22K +631.21% | 25,329 1.88% of portfolio | medium |
| Q2 2026 as of | Exit | Nordson Corp Common stock | $-4.66M | -17K -100.00% | 0 | low |
| Q2 2026 as of | Add | Intuit Inc. Common stock | $3.92M | +12K +57.68% | 33,699 2.90% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $3.41M | +7K +24.29% | 35,762 4.72% of portfolio | low |
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-3.18M | -3K -13.83% | 17,648 5.36% of portfolio | low |
| Q2 2026 as of | Add | 46138J635 Common stock | $2.83M | +123K +235.31% | 175,895 1.09% of portfolio | low |
| Q2 2026 as of | Add | 78468R663 Common stock | $2.61M | +29K +70.90% | 68,787 1.70% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $2.58M | +7K +13.37% | 55,796 5.92% of portfolio | low |
| Q2 2026 as of | Add | 46436E528 Common stock | $2.31M | +103K +73.37% | 243,261 1.48% of portfolio | low |
| Q2 2026 as of | Trim | Parker-Hannifin Corp Common stock | $-2.12M | -2K -13.56% | 13,528 3.65% of portfolio | low |
| Q2 2026 as of | Add | 46138J791 Common stock | $2.10M | +107K +27.86% | 492,437 2.60% of portfolio | low |
| Q2 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-1.99M | -2K -18.53% | 9,151 2.36% of portfolio | low |
| Q2 2026 as of | Add | FirstCash Holdings, Inc. Common stock | $1.93M | +9K +40.41% | 31,961 1.81% of portfolio | low |
| Q2 2026 as of | Trim | 46139W858 Common stock | $-1.57M | -77K -70.45% | 32,470 0.18% of portfolio | low |
| Q2 2026 as of | Add | BlackRock, Inc. Common stock | $1.45M | +1K +10.37% | 13,694 4.18% of portfolio | low |
| Q2 2026 as of | Add | Broadridge Financial Solutions Inc Common stock | $1.43M | +9K +41.02% | 31,281 1.33% of portfolio | low |
| Q2 2026 as of | Trim | Hubbell Inc Common stock | $-1.42M | -3K -8.96% | 30,269 3.90% of portfolio | low |
| Q2 2026 as of | Trim | Chubb Ltd Common stock | $-1.18M | -3K -10.85% | 27,890 2.63% of portfolio | low |
| Q2 2026 as of | Add | 46436E841 Common stock | $1.17M | +52K +168.49% | 83,507 0.50% of portfolio | low |
| Q2 2026 as of | Add | 06849F108 Common stock | $1.16M | +31K +8.30% | 406,294 4.11% of portfolio | low |
| Q2 2026 as of | Add | 315948109 Common stock | $1.10M | +20K +45.52% | 63,434 0.95% of portfolio | low |
| Q2 2026 as of | Add | Williams Sonoma Inc Common stock | $1.08M | +5K +10.44% | 47,714 3.10% of portfolio | low |
| Q2 2026 as of | Trim | 46138J577 Common stock | $-1.06M | -57K -43.87% | 73,173 0.37% of portfolio | low |
| Q2 2026 as of | Trim | Caseys General Stores Inc Common stock | $-1.06M | -1K -5.74% | 20,164 4.70% of portfolio | low |
| Q2 2026 as of | Trim | Eog Resources Inc Common stock | $-908.2K | -6K -18.82% | 26,889 1.06% of portfolio | low |
| Q2 2026 as of | Trim | ON Semiconductor Corp Common stock | $-689.7K | -9K -65.05% | 4,608 0.10% of portfolio | low |
| Q2 2026 as of | Exit | 46436E825 Common stock | $-665.3K | -30K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46436E486 Common stock | $-618.6K | -29K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 46138J643 Common stock | $-607.2K | -30K -24.38% | 92,601 0.51% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-605.3K | -2K -4.52% | 42,132 3.46% of portfolio | low |
| Q2 2026 as of | Exit | 46436E296 Common stock | $-560.3K | -24K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Quanta Services Inc Common stock | $-546.2K | -803 -33.56% | 1,590 0.29% of portfolio | low |
| Q2 2026 as of | New | Clean Harbors Inc Common stock | $504.4K | +2K | 1,622 0.14% of portfolio | low |
| Q2 2026 as of | Add | 921908844 Common stock | $490.6K | +2K +35.85% | 7,742 0.50% of portfolio | low |
| Q2 2026 as of | Exit | 46436E833 Common stock | $-487.6K | -22K -100.00% | 0 | low |
| Q2 2026 as of | New | Amazon.com Inc Common stock | $438.5K | +2K | 1,544 0.12% of portfolio | low |
| Q2 2026 as of | Trim | 46436E478 Common stock | $-430.2K | -20K -19.63% | 80,369 0.48% of portfolio | low |
| Q2 2026 as of | Add | Strategy Inc Common stock | $424.2K | +4K +53.34% | 12,856 0.33% of portfolio | low |
| Q2 2026 as of | Add | Tetra Tech Inc Common stock | $420.4K | +12K +63.73% | 31,923 0.29% of portfolio | low |
| Q2 2026 as of | New | Vertiv Holdings Co Common stock | $397.8K | +2K | 1,512 0.11% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $385.8K | +1K +3.92% | 28,967 2.76% of portfolio | low |
| Q2 2026 as of | Add | Stryker Corp Common stock | $358.9K | +1K +6.34% | 17,651 1.63% of portfolio | low |
| Q2 2026 as of | Add | Xylem Inc. Common stock | $345.7K | +3K +71.33% | 6,973 0.22% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $341.4K | +914 +116.58% | 1,698 0.17% of portfolio | low |
| Q2 2026 as of | Trim | N07059210 Common stock | $-295.7K | -180 -30.93% | 402 0.18% of portfolio | low |
| Q2 2026 as of | Exit | 88636X732 Common stock | $-240.3K | -7K -100.00% | 0 | low |