Evexia Wealth Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Evexia Wealth Llc disclosed 75 stock positions valued at approximately $369.48M as of quarter-end June 30, 2026. The largest holdings include BROADCOM INC, KLA CORP, and ELI LILLY & CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $369.48M
Holdings by Sector
Evexia Wealth Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BROADCOM INC | AVGO | Technology | 5.92% | 55,796 | -1,210 | -2.12% | $21,885,005 |
| KLA CORP | KLAC | Technology | 5.67% | 114,693 | +102,129 | +812.87% | $20,960,127 |
| ELI LILLY & CO | LLY | Healthcare | 5.36% | 17,648 | -264 | -1.47% | $19,789,570 |
| MICROSOFT CORP | MSFT | Technology | 4.72% | 35,762 | +548 | +1.56% | $17,439,186 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 4.70% | 20,164 | +44 | +0.22% | $17,348,471 |
| BLACKROCK INC | BLK | Other | 4.18% | 13,694 | -14 | -0.10% | $15,428,386 |
| BARRICK MNG CORP | B | Other | 4.11% | 406,294 | +2,264 | +0.56% | $15,179,144 |
| HUBBELL INC | HUBB | Industrials | 3.90% | 30,269 | +150 | +0.50% | $14,409,142 |
| PARKER-HANNIFIN CORP | PH | Industrials | 3.65% | 13,528 | -21 | -0.15% | $13,494,551 |
| APPLE INC | AAPL | Technology | 3.46% | 42,132 | -894 | -2.08% | $12,783,656 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 3.10% | 47,714 | -8 | -0.02% | $11,441,701 |
| INTUIT | INTU | Technology | 2.90% | 33,699 | +1,320 | +4.08% | $10,729,473 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.76% | 28,967 | +42 | +0.15% | $10,214,978 |
| GE VERNOVA INC | GEV | Utilities | 2.72% | 9,975 | +428 | +4.48% | $10,042,474 |
| REPUBLIC SVCS INC | RSG | Industrials | 2.69% | 47,363 | +449 | +0.96% | $9,928,221 |
| CHUBB LIMITED | CB | Financial Services | 2.63% | 27,890 | +92 | +0.33% | $9,712,078 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 2.60% | 492,437 | +46,027 | +10.31% | $9,622,224 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.36% | 9,151 | -141 | -1.52% | $8,730,670 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 2.02% | 13,637 | +238 | +1.78% | $7,479,431 |
| HCA HEALTHCARE INC | HCA | Healthcare | 1.97% | 17,882 | +385 | +2.20% | $7,271,014 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.88% | 25,329 | +1,723 | +7.30% | $6,932,713 |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 1.81% | 31,961 | -204 | -0.63% | $6,691,046 |
| SPDR SERIES TRUST | BIL | Other | 1.70% | 68,787 | +22,206 | +47.67% | $6,288,486 |
| SPDR GOLD TR | GLD | Other | 1.69% | 16,816 | -265 | -1.55% | $6,250,675 |
| STRYKER CORPORATION | SYK | Healthcare | 1.63% | 17,651 | -429 | -2.37% | $6,022,602 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.50% | 26,129 | +1,014 | +4.04% | $5,540,981 |
| EMCOR GROUP INC | EME | Industrials | 1.50% | 6,774 | -85 | -1.24% | $5,537,072 |
| ISHARES TR | IBHF | Other | 1.48% | 243,261 | +79,696 | +48.72% | $5,461,214 |
| RELIANCE INC | RS | Basic Materials | 1.47% | 13,258 | -155 | -1.16% | $5,427,842 |
| BROADRIDGE FINL SOLUTIONS IN | BR | Technology | 1.33% | 31,281 | -1,444 | -4.41% | $4,921,815 |
Showing 30 of 75 holdings in the latest reporting period.