EVEXIA WEALTH LLC
CIK: 0001975710SEC EDGAR →
Portfolio Value
$357.9M
Holdings
84
As of
Q4 2025
New Positions
4
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | KLA CORP | 15,703 | $22.5M | 6.29% |
| 2 | ELI LILLY & CO | 20,481 | $22.0M | 6.14% |
| 3 | BARRICK MNG CORP | 375,167 | $18.7M | 5.24% |
| 4 | BROADCOM INC | 49,214 | $16.7M | 4.67% |
| 5 | HUBBELL INC | 33,249 | $15.8M | 4.42% |
| 6 | PARKER-HANNIFIN CORP | 15,650 | $14.7M | 4.09% |
| 7 | BLACKROCK INC | 12,407 | $13.5M | 3.79% |
| 8 | MICROSOFT CORP | 28,773 | $13.2M | 3.69% |
| 9 | CASEYS GEN STORES INC | 21,391 | $13.2M | 3.68% |
| 10 | INTUIT | 21,372 | $12.1M | 3.38% |
Quarterly Changes
New Positions (17)
$3.2M · 140K shares
$2.3M · 110K shares
$2.2M · 100K shares
$618K · 29K shares
$613K · 6K shares
$562K · 23K shares
$560K · 24K shares
$521K · 2K shares
$349K · 2K shares
$305K · 3K shares
$297K · 12K shares
$263K · 784 shares
$255K · 2K shares
$248K · 454 shares
$240K · 7K shares
$220K · 9K shares
$103K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 15 | $92.2M | 25.8% |
| Financial Services | 26 | $76.2M | 21.3% |
| Industrials | 14 | $63.0M | 17.6% |
| Healthcare | 7 | $44.7M | 12.5% |
| Consumer Cyclical | 3 | $29.1M | 8.1% |
| Basic Materials | 3 | $23.4M | 6.5% |
| Unknown | 10 | $12.4M | 3.5% |
| Consumer Defensive | 1 | $10.7M | 3.0% |
| Energy | 2 | $4.3M | 1.2% |
| Utilities | 2 | $1.6M | 0.5% |
| Communication Services | 1 | $263K | 0.1% |