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EVEXIA WEALTH LLC 13F portfolio summary

EVEXIA WEALTH LLC of EVEXIA WEALTH LLC has 77 current stock holdings with a reported portfolio value of $369.5M. The portfolio 1 year return is +17.71%. Top holdings include AVGO (5.92%), KLAC (5.67%), LLY (5.36%), MSFT (4.72%), CASY (4.70%).

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EVEXIA WEALTH LLC

EVEXIA WEALTH LLC
Latest filing: 2026-06-30

EVEXIA WEALTH LLC runs EVEXIA WEALTH LLC and currently holds 77 stock positions, which is fewer than the average of 230 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 #590 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%.

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Top 5 Holdings
AVGO5.9%
KLAC5.7%
LLY5.4%
MSFT4.7%
CASY4.7%
Top 5: 26.4%
Portfolio Returns
1 Year
+17.71%
#787/1000
3 Year
+61.52%
#610/1000
5 Year
+73.33%
#505/1000

Portfolio Value

$369.48M

Alpha Score

52.1

#590 of 1000

Holdings

77

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77 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AVGO
BROADCOM INC
5.92%$179.17$368.45+105.64%
Trimmed
-2.12%
KLAC
KLA CORP
5.67%$43.42$183.99+323.74%
Added
+812.87%
LLY
ELI LILLY & CO
5.36%$679.61$1,254.77+84.63%
Trimmed
-1.47%
MSFT
MICROSOFT CORP
4.72%$313.54$483.24+54.12%
Added
+1.56%
CASY
CASEYS GEN STORES INC
4.70%$377.94$835.74+121.13%
Added
+0.22%
BLK
BLACKROCK INC
4.18%$1,019.69$1,156.18+13.38%
Trimmed
-0.10%
B
BARRICK MNG CORP
4.11%$26.73$47.62+78.13%
Added
+0.56%
HUBB
HUBBELL INC
3.90%$314.55$470.10+49.45%
Added
+0.50%
PH
PARKER-HANNIFIN CORP
3.65%$346.92$1,002.55+188.99%
Trimmed
-0.15%
AAPL
APPLE INC
3.46%$166.70$309.35+85.57%
Trimmed
-2.08%

Showing 1-10 of 77