EVEXIA WEALTH LLC 13F Portfolio
EVEXIA WEALTH LLC runs EVEXIA WEALTH LLC and currently holds 77 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $369.48M. Their top holdings are AVGO, KLAC, LLY, MSFT, CASY. The top five represent 26.4% of reported portfolio weight. EVEXIA WEALTH LLC ranks #597 out of 1000 investors tracked by Alpha Score. In the most recent quarter, EVEXIA WEALTH LLC initiated 1 new position. They added to 38 existing positions. They trimmed 34 positions. Their current best-performing preview position is AMAT with returns of +96.32%.
Portfolio Value
$369.48M
Alpha Score
52.1
#597 of 1000
Holdings
77
EVEXIA WEALTH LLC Current 13F Holdings
Reported holdings from EVEXIA WEALTH LLC's latest SEC 13F filing, ranked by portfolio weight.
77 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
AVGO BROADCOM INC | 5.92% | $179.17 | $361.54 | +101.79% | Trimmed -2.12% |
KLAC KLA CORP | 5.67% | $43.42 | $195.57 | +350.41% | Added +812.87% |
LLY ELI LILLY & CO | 5.36% | $679.61 | $1,178.52 | +73.41% | Trimmed -1.47% |
MSFT MICROSOFT CORP | 4.72% | $313.54 | $535.07 | +70.65% | Added +1.56% |
CASY CASEYS GEN STORES INC | 4.70% | $377.94 | $646.27 | +71.00% | Added +0.22% |
BLK BLACKROCK INC | 4.18% | $1,019.69 | $1,082.13 | +6.12% | Trimmed -0.10% |
B BARRICK MNG CORP | 4.11% | $26.73 | $41.07 | +53.63% | Added +0.56% |
HUBB HUBBELL INC | 3.90% | $314.55 | $473.84 | +50.64% | Added +0.50% |
PH PARKER-HANNIFIN CORP | 3.65% | $346.92 | $962.55 | +177.46% | Trimmed -0.15% |
AAPL APPLE INC | 3.46% | $166.70 | $336.68 | +101.97% | Trimmed -2.08% |
Showing 1-10 of 77