Sponsored

The Analysis of EVEXIA WEALTH LLC's Holdings & P&L

Currently, EVEXIA WEALTH LLC holds 84 types of securities in its portfolio with a total value $363.7M. In the most recent quarter, they have increased their positions in GEV (+9.5K shares, valued at $9.5M), CEG (+20.1K shares, valued at $5.9M), INTU (+11.0K shares, valued at $4.1M); decreased their positions in KLAC (-3.1K shares, valued at $5.6M), LLY (-2.6K shares, valued at $2.4M), PH (-2.1K shares, valued at $2.1M); initiated new positions in GEV (+9.5K shares, valued at $9.5M), VRT (+1.0K shares, valued at $314.1K), LMT (+328 shares, valued at $203.0K).

1M P&L

+7.6M+1.54%

3M P&L

+48.8M+10.77%

HY P&L

+97.4M+24.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A54.2M

18.6%

2Specialty Retail24.0M

8.3%

3Semiconductor Equipment & Materials23.5M

8.1%

Top Industries by Stock Count

1N/A25 stocks

33.3%

2Semiconductor Equipment & Materials3 stocks

4.0%

3Utilities - Renewable3 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KLAC KLA CORP12.6K shares-19.99%2026-03-312026-04-16

BROADCOM INC BROADCOM INC57.0K shares15.83%2026-03-312026-04-16

BARRICK MNG CORP BARRICK MNG CORP404.0K shares7.69%2026-03-312026-04-16

LLY ELI LILLY & CO17.9K shares-12.54%2026-03-312026-04-16

HUBBELL INC HUBBELL INC30.1K shares-9.41%2026-03-312026-04-16

CASY CASEYS GEN STORES INC20.1K shares-5.94%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC13.7K shares10.49%2026-03-312026-04-16

MSFT MICROSOFT CORP35.2K shares22.39%2026-03-312026-04-16

Sponsored

PH PARKER-HANNIFIN CORP13.5K shares-13.42%2026-03-312026-04-16

INTU INTUIT32.4K shares51.50%2026-03-312026-04-16

AAPL APPLE INC43.0K shares-2.50%2026-03-312026-04-16

RSG REPUBLIC SVCS INC46.9K shares-1.25%2026-03-312026-04-16

GEV GE VERNOVA INC9.5K sharesnew addition2026-03-312026-04-16

WSM WILLIAMS SONOMA INC47.7K shares10.46%2026-03-312026-04-16

CB CHUBB LTD SWITZ27.8K shares-11.14%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP13.4K shares0.59%2026-03-312026-04-16

Sponsored

COST COSTCO WHOLESALE CORPORATION9.3K shares-17.27%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO28.9K shares3.77%2026-03-312026-04-16

BSCQ INVESCO EXCH TRD SLF IDX FD446.4K shares15.91%2026-03-312026-04-16

HCA HCA HEALTHCARE INC17.5K shares0.15%2026-03-312026-04-16

GLD SPDR GOLD TR17.1K shares5.08%2026-03-312026-04-16

CEG CONSTELLATION ENERGY CORP23.6K shares581.47%2026-03-312026-04-16

FCFS FIRSTCASH HOLDINGS INC32.2K shares41.31%2026-03-312026-04-16

SYK STRYKER CORPORATION18.1K shares8.92%2026-03-312026-04-16

Sponsored

LOW LOWES COS INC25.1K shares-1.46%2026-03-312026-04-16

EME EMCOR GROUP INC6.9K shares2.56%2026-03-312026-04-16

BR BROADRIDGE FINL SOLUTIONS IN32.7K shares47.53%2026-03-312026-04-16

BSCR INVESCO EXCH TRD SLF IDX FD237.7K shares16.43%2026-03-312026-04-16

RS RELIANCE INC13.4K shares-1.66%2026-03-312026-04-16

BIL SPDR SERIES TRUST46.6K shares15.73%2026-03-312026-04-16

IBHF ISHARES TR163.6K shares16.57%2026-03-312026-04-16

FBTC FIDELITY WISE ORIGIN BITCOIN56.5K shares29.64%2026-03-312026-04-16

Sponsored

EOG EOG RES INC26.4K shares-20.43%2026-03-312026-04-16

BSCS INVESCO EXCH TRD SLF IDX FD143.4K shares17.11%2026-03-312026-04-16

BSCT INVESCO EXCH TRD SLF IDX FD152.4K shares16.87%2026-03-312026-04-16

BSCW INVESCO EXCH TRD SLF IDX FD128.4K shares16.80%2026-03-312026-04-16

IBHG ISHARES TR116.9K shares16.88%2026-03-312026-04-16

ALPS ETF TR ALPS ETF TR38.2K shares10.19%2026-03-312026-04-16

BSJQ INVESCO EXCH TRD SLF IDX FD61.8K shares17.76%2026-03-312026-04-16

PWR QUANTA SVCS INC2.4K shares-0.42%2026-03-312026-04-16

Sponsored

VIG VANGUARD SPECIALIZED FUNDS6.0K shares4.47%2026-03-312026-04-16

MSTR STRATEGY INC8.9K shares5.61%2026-03-312026-04-16

BSCU INVESCO EXCH TRD SLF IDX FD68.4K shares17.34%2026-03-312026-04-16

STIP ISHARES TR10.5K shares16.42%2026-03-312026-04-16

ON ON SEMICONDUCTOR CORP13.3K shares1.08%2026-03-312026-04-16

TT TRANE TECHNOLOGIES PLC2.0K shares2.95%2026-03-312026-04-16

ASML ASML HLDG NV580 shares-0.34%2026-03-312026-04-16

IBTH ISHARES TR36.6K shares17.56%2026-03-312026-04-16

Sponsored

MS MORGAN STANLEY4.4K shares2.98%2026-03-312026-04-16

IBTJ ISHARES TR35.5K shares17.05%2026-03-312026-04-16

NXT NEXTPOWER INC6.6K shares2.21%2026-03-312026-04-16

IBDW ISHARES TR34.1K shares16.80%2026-03-312026-04-16

IBTM ISHARES TR28.3K shares16.70%2026-03-312026-04-16

CBOJ CALAMOS ETF TR27.1K shares16.40%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC1.6K shares1.84%2026-03-312026-04-16

TTEK TETRA TECH INC NEW20.1K shares3.17%2026-03-312026-04-16

Sponsored

ORA ORMAT TECHNOLOGIES INC5.4K shares2.82%2026-03-312026-04-16

FSLR FIRST SOLAR INC2.9K shares4.25%2026-03-312026-04-16

OC OWENS CORNING NEW4.9K shares3.59%2026-03-312026-04-16

IBTI ISHARES TR25.4K shares16.53%2026-03-312026-04-16

NEE NEXTERA ENERGY INC6.0K shares3.78%2026-03-312026-04-16

XYL XYLEM INC4.2K shares3.78%2026-03-312026-04-16

SNPS SYNOPSYS INC1.2K shares4.41%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP1.7K shares0.66%2026-03-312026-04-16

Sponsored

AMAT APPLIED MATLS INC1.1K shares-1.00%2026-03-312026-04-16

NOW SERVICENOW INC4.7K shares14.75%2026-03-312026-04-16

NVT NVENT ELEC PLC3.0K shares1.92%2026-03-312026-04-16

ALB ALBEMARLE CORP2.1K shares2.30%2026-03-312026-04-16

QYLD GLOBAL X FDS19.7K shares16.38%2026-03-312026-04-16

NOBL PROSHARES TR3.1K shares0.62%2026-03-312026-04-16

BSJR INVESCO EXCH TRD SLF IDX FD14.2K shares14.82%2026-03-312026-04-16

VRT VERTIV HOLDINGS CO1.0K sharesnew addition2026-03-312026-04-16

Sponsored

CBTJ CALAMOS ETF TR14.5K shares18.41%2026-03-312026-04-16

ABT ABBOTT LABORATORIES2.8K shares0.58%2026-03-312026-04-16

ALPHABET INC ALPHABET INC824 shares5.10%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC2.4K shares0.00%2026-03-312026-04-16

ABBV ABBVIE INC1.1K shares0.73%2026-03-312026-04-16

NVDA NVIDIA CORPORATION1.2K shares0.17%2026-03-312026-04-16

CBXJ CALAMOS ETF TR10.6K shares16.35%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC483 shares6.39%2026-03-312026-04-16

Sponsored

LMT LOCKHEED MARTIN CORP328 sharesnew addition2026-03-312026-04-16

AMZN AMAZON COM INC841 sharesnew addition2026-03-312026-04-16

MARA MARA HOLDINGS INC12.9K shares9.20%2026-03-312026-04-16

TWENTY ONE CAP INC TWENTY ONE CAP INC12.5K shares18.15%2026-03-312026-04-16

KLAC

KLA CORP

-19.99%

Shares12.6K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

15.83%

Shares57.0K

Event2026-03-31

Filed2026-04-16

BARRICK MNG CORP

7.69%

Shares404.0K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

-12.54%

Shares17.9K

Event2026-03-31

Filed2026-04-16

HUBBELL INC

-9.41%

Shares30.1K

Event2026-03-31

Filed2026-04-16

CASY

CASEYS GEN STORES INC

-5.94%

Shares20.1K

Event2026-03-31

Filed2026-04-16

BLACKROCK INC

10.49%

Shares13.7K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

22.39%

Shares35.2K

Event2026-03-31

Filed2026-04-16

PARKER-HANNIFIN CORP

-13.42%

Shares13.5K

Event2026-03-31

Filed2026-04-16

INTU

INTUIT

51.50%

Shares32.4K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-2.50%

Shares43.0K

Event2026-03-31

Filed2026-04-16

RSG

REPUBLIC SVCS INC

-1.25%

Shares46.9K

Event2026-03-31

Filed2026-04-16

GEV

GE VERNOVA INC

New

Shares9.5K

Event2026-03-31

Filed2026-04-16

WSM

WILLIAMS SONOMA INC

10.46%

Shares47.7K

Event2026-03-31

Filed2026-04-16

CHUBB LTD SWITZ

-11.14%

Shares27.8K

Event2026-03-31

Filed2026-04-16

NOC

NORTHROP GRUMMAN CORP

0.59%

Shares13.4K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

-17.27%

Shares9.3K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

3.77%

Shares28.9K

Event2026-03-31

Filed2026-04-16

BSCQ

INVESCO EXCH TRD SLF IDX FD

15.91%

Shares446.4K

Event2026-03-31

Filed2026-04-16

HCA

HCA HEALTHCARE INC

0.15%

Shares17.5K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

5.08%

Shares17.1K

Event2026-03-31

Filed2026-04-16

CEG

CONSTELLATION ENERGY CORP

581.47%

Shares23.6K

Event2026-03-31

Filed2026-04-16

FCFS

FIRSTCASH HOLDINGS INC

41.31%

Shares32.2K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION

8.92%

Shares18.1K

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

-1.46%

Shares25.1K

Event2026-03-31

Filed2026-04-16

EME

EMCOR GROUP INC

2.56%

Shares6.9K

Event2026-03-31

Filed2026-04-16

BROADRIDGE FINL SOLUTIONS IN

47.53%

Shares32.7K

Event2026-03-31

Filed2026-04-16

BSCR

INVESCO EXCH TRD SLF IDX FD

16.43%

Shares237.7K

Event2026-03-31

Filed2026-04-16

RELIANCE INC

-1.66%

Shares13.4K

Event2026-03-31

Filed2026-04-16

BIL

SPDR SERIES TRUST

15.73%

Shares46.6K

Event2026-03-31

Filed2026-04-16

IBHF

ISHARES TR

16.57%

Shares163.6K

Event2026-03-31

Filed2026-04-16

FBTC

FIDELITY WISE ORIGIN BITCOIN

29.64%

Shares56.5K

Event2026-03-31

Filed2026-04-16

EOG

EOG RES INC

-20.43%

Shares26.4K

Event2026-03-31

Filed2026-04-16

BSCS

INVESCO EXCH TRD SLF IDX FD

17.11%

Shares143.4K

Event2026-03-31

Filed2026-04-16

BSCT

INVESCO EXCH TRD SLF IDX FD

16.87%

Shares152.4K

Event2026-03-31

Filed2026-04-16

BSCW

INVESCO EXCH TRD SLF IDX FD

16.80%

Shares128.4K

Event2026-03-31

Filed2026-04-16

IBHG

ISHARES TR

16.88%

Shares116.9K

Event2026-03-31

Filed2026-04-16

ALPS ETF TR

10.19%

Shares38.2K

Event2026-03-31

Filed2026-04-16

BSJQ

INVESCO EXCH TRD SLF IDX FD

17.76%

Shares61.8K

Event2026-03-31

Filed2026-04-16

PWR

QUANTA SVCS INC

-0.42%

Shares2.4K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

4.47%

Shares6.0K

Event2026-03-31

Filed2026-04-16

MSTR

STRATEGY INC

5.61%

Shares8.9K

Event2026-03-31

Filed2026-04-16

BSCU

INVESCO EXCH TRD SLF IDX FD

17.34%

Shares68.4K

Event2026-03-31

Filed2026-04-16

STIP

ISHARES TR

16.42%

Shares10.5K

Event2026-03-31

Filed2026-04-16

ON SEMICONDUCTOR CORP

1.08%

Shares13.3K

Event2026-03-31

Filed2026-04-16

TRANE TECHNOLOGIES PLC

2.95%

Shares2.0K

Event2026-03-31

Filed2026-04-16

ASML

ASML HLDG NV

-0.34%

Shares580

Event2026-03-31

Filed2026-04-16

IBTH

ISHARES TR

17.56%

Shares36.6K

Event2026-03-31

Filed2026-04-16

MORGAN STANLEY

2.98%

Shares4.4K

Event2026-03-31

Filed2026-04-16

IBTJ

ISHARES TR

17.05%

Shares35.5K

Event2026-03-31

Filed2026-04-16

NXT

NEXTPOWER INC

2.21%

Shares6.6K

Event2026-03-31

Filed2026-04-16

IBDW

ISHARES TR

16.80%

Shares34.1K

Event2026-03-31

Filed2026-04-16

IBTM

ISHARES TR

16.70%

Shares28.3K

Event2026-03-31

Filed2026-04-16

CBOJ

CALAMOS ETF TR

16.40%

Shares27.1K

Event2026-03-31

Filed2026-04-16

EATON CORP PLC

1.84%

Shares1.6K

Event2026-03-31

Filed2026-04-16

TTEK

TETRA TECH INC NEW

3.17%

Shares20.1K

Event2026-03-31

Filed2026-04-16

ORA

ORMAT TECHNOLOGIES INC

2.82%

Shares5.4K

Event2026-03-31

Filed2026-04-16

FSLR

FIRST SOLAR INC

4.25%

Shares2.9K

Event2026-03-31

Filed2026-04-16

OWENS CORNING NEW

3.59%

Shares4.9K

Event2026-03-31

Filed2026-04-16

IBTI

ISHARES TR

16.53%

Shares25.4K

Event2026-03-31

Filed2026-04-16

NEE

NEXTERA ENERGY INC

3.78%

Shares6.0K

Event2026-03-31

Filed2026-04-16

XYL

XYLEM INC

3.78%

Shares4.2K

Event2026-03-31

Filed2026-04-16

SNPS

SYNOPSYS INC

4.41%

Shares1.2K

Event2026-03-31

Filed2026-04-16

LAM RESEARCH CORP

0.66%

Shares1.7K

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC

-1.00%

Shares1.1K

Event2026-03-31

Filed2026-04-16

NOW

SERVICENOW INC

14.75%

Shares4.7K

Event2026-03-31

Filed2026-04-16

NVT

NVENT ELEC PLC

1.92%

Shares3.0K

Event2026-03-31

Filed2026-04-16

ALB

ALBEMARLE CORP

2.30%

Shares2.1K

Event2026-03-31

Filed2026-04-16

QYLD

GLOBAL X FDS

16.38%

Shares19.7K

Event2026-03-31

Filed2026-04-16

NOBL

PROSHARES TR

0.62%

Shares3.1K

Event2026-03-31

Filed2026-04-16

BSJR

INVESCO EXCH TRD SLF IDX FD

14.82%

Shares14.2K

Event2026-03-31

Filed2026-04-16

VRT

VERTIV HOLDINGS CO

New

Shares1.0K

Event2026-03-31

Filed2026-04-16

CBTJ

CALAMOS ETF TR

18.41%

Shares14.5K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

0.58%

Shares2.8K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

5.10%

Shares824

Event2026-03-31

Filed2026-04-16

UPS

UNITED PARCEL SVCS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

0.73%

Shares1.1K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

0.17%

Shares1.2K

Event2026-03-31

Filed2026-04-16

CBXJ

CALAMOS ETF TR

16.35%

Shares10.6K

Event2026-03-31

Filed2026-04-16

ISRG

INTUITIVE SURGICAL INC

6.39%

Shares483

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP

New

Shares328

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

New

Shares841

Event2026-03-31

Filed2026-04-16

MARA

MARA HOLDINGS INC

9.20%

Shares12.9K

Event2026-03-31

Filed2026-04-16

TWENTY ONE CAP INC

18.15%

Shares12.5K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available