Sponsored

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

Currently, EVEXIA WEALTH LLC holds 77 types of securities in its portfolio with a total value $369.5M. In the most recent quarter, they have increased their positions in KLAC (+102.1K shares, valued at $18.7M), BSJQ (+114.1K shares, valued at $2.6M), BIL (+22.2K shares, valued at $2.0M); decreased their positions in BSCW (-95.9K shares, valued at $1.9M), BSCT (-79.2K shares, valued at $1.5M), BSCS (-50.8K shares, valued at $1.0M); initiated new positions in CLH (+1.6K shares, valued at $504.4K).

1M P&L

+9.9M+3.27%

3M P&L

-186.0M-37.29%

HY P&L

-152.2M-32.74%

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/A52.0M

16.6%

2Specialty Retail28.8M

9.2%

3Semiconductor Equipment & Materials21.9M

7.0%

Top Industries by Stock Count

1N/A20 stocks

30.8%

2Semiconductor Equipment & Materials3 stocks

4.6%

3Utilities - Renewable3 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INC BROADCOM INC55.8K shares-2.12%2026-06-302026-08-07

KLAC KLA CORP114.7K shares812.87%2026-06-302026-08-07

LLY ELI LILLY & CO17.6K shares-1.47%2026-06-302026-08-07

MSFT MICROSOFT CORP35.8K shares1.56%2026-06-302026-08-07

CASY CASEYS GEN STORES INC20.2K shares0.22%2026-06-302026-08-07

BLK BLACKROCK INC13.7K shares-0.10%2026-06-302026-08-07

B BARRICK MNG CORP406.3K shares0.56%2026-06-302026-08-07

HUBB HUBBELL INC30.3K shares0.50%2026-06-302026-08-07

Sponsored

PH PARKER-HANNIFIN CORP13.5K shares-0.15%2026-06-302026-08-07

AAPL APPLE INC42.1K shares-2.08%2026-06-302026-08-07

WSM WILLIAMS SONOMA INC47.7K shares-0.02%2026-06-302026-08-07

INTU INTUIT33.7K shares4.08%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO29.0K shares0.15%2026-06-302026-08-07

GEV GE VERNOVA INC10.0K shares4.48%2026-06-302026-08-07

RSG REPUBLIC SVCS INC47.4K shares0.96%2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED27.9K shares0.33%2026-06-302026-08-07

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD492.4K shares10.31%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION9.2K shares-1.52%2026-06-302026-08-07

NOC NORTHROP GRUMMAN CORP13.6K shares1.78%2026-06-302026-08-07

HCA HCA HEALTHCARE INC17.9K shares2.20%2026-06-302026-08-07

CEG CONSTELLATION ENERGY CORP25.3K shares7.30%2026-06-302026-08-07

FCFS FIRSTCASH HOLDINGS INC32.0K shares-0.63%2026-06-302026-08-07

BIL SPDR SERIES TRUST68.8K shares47.67%2026-06-302026-08-07

GLD SPDR GOLD TR16.8K shares-1.55%2026-06-302026-08-07

Sponsored

SYK STRYKER CORPORATION17.7K shares-2.37%2026-06-302026-08-07

LOW LOWES COS INC26.1K shares4.04%2026-06-302026-08-07

EME EMCOR GROUP INC6.8K shares-1.24%2026-06-302026-08-07

IBHF ISHARES TR243.3K shares48.72%2026-06-302026-08-07

RS RELIANCE INC13.3K shares-1.16%2026-06-302026-08-07

BR BROADRIDGE FINL SOLUTIONS IN31.3K shares-4.41%2026-06-302026-08-07

BSJQ INVESCO EXCH TRD SLF IDX FD175.9K shares184.74%2026-06-302026-08-07

EOG EOG RES INC26.9K shares2.02%2026-06-302026-08-07

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD195.6K shares-17.73%2026-06-302026-08-07

FBTC FIDELITY WISE ORIGIN BITCOIN63.4K shares12.25%2026-06-302026-08-07

BSCS INVESCO EXCH TRD SLF IDX FD92.6K shares-35.43%2026-06-302026-08-07

IBTH ISHARES TR83.5K shares128.40%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS7.7K shares30.03%2026-06-302026-08-07

IBHG ISHARES TR80.4K shares-31.24%2026-06-302026-08-07

ALPS ETF TR ALPS ETF TR31.8K shares-16.74%2026-06-302026-08-07

BSCT INVESCO EXCH TRD SLF IDX FD73.2K shares-51.97%2026-06-302026-08-07

Sponsored

STRATEGY INC STRATEGY INC12.9K shares45.20%2026-06-302026-08-07

QUANTA SVCS INC QUANTA SVCS INC1.6K shares-33.28%2026-06-302026-08-07

TTEK TETRA TECH INC NEW31.9K shares58.70%2026-06-302026-08-07

STIP ISHARES TR10.0K shares-4.21%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC2.0K shares4.35%2026-06-302026-08-07

MS MORGAN STANLEY4.3K shares-1.94%2026-06-302026-08-07

FSLR FIRST SOLAR INC3.7K shares25.74%2026-06-302026-08-07

XYL XYLEM INC7.0K shares65.08%2026-06-302026-08-07

Sponsored

CBOJ CALAMOS ETF TR33.0K shares21.94%2026-06-302026-08-07

BSCU INVESCO EXCH TRD SLF IDX FD46.5K shares-31.99%2026-06-302026-08-07

ETN EATON CORP PLC1.6K shares0.81%2026-06-302026-08-07

OC OWENS CORNING NEW4.7K shares-4.67%2026-06-302026-08-07

ASML ASML HLDG NV402 shares-30.69%2026-06-302026-08-07

BSCW INVESCO EXCH TRD SLF IDX FD32.5K shares-74.71%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC7.4K shares23.37%2026-06-302026-08-07

GOOGL ALPHABET INC1.7K shares106.07%2026-06-302026-08-07

Sponsored

ORA ORMAT TECHNOLOGIES INC5.5K shares1.58%2026-06-302026-08-07

CLH CLEAN HARBORS INC1.6K sharesnew addition2026-06-302026-08-07

NXT NEXTPOWER INC5.3K shares-19.95%2026-06-302026-08-07

AMZN AMAZON COM INC1.5K shares83.59%2026-06-302026-08-07

NVT NVENT ELEC PLC2.7K shares-8.07%2026-06-302026-08-07

NVDA NVIDIA CORPORATION2.1K shares75.65%2026-06-302026-08-07

VRT VERTIV HOLDINGS CO1.5K shares44.41%2026-06-302026-08-07

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP4.6K shares-65.43%2026-06-302026-08-07

Sponsored

SERVICENOW INC SERVICENOW INC3.2K shares-31.54%2026-06-302026-08-07

NOBL PROSHARES TR6.0K shares95.73%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC650 shares-40.48%2026-06-302026-08-07

ISRG INTUITIVE SURGICAL INC892 shares84.68%2026-06-302026-08-07

ABT ABBOTT LABORATORIES2.8K shares0.72%2026-06-302026-08-07

LRCX LAM RESEARCH CORP963 shares-42.85%2026-06-302026-08-07

ABBVIE INC ABBVIE INC1.1K shares0.82%2026-06-302026-08-07

BSJR INVESCO EXCH TRD SLF IDX FD11.9K shares-16.41%2026-06-302026-08-07

Sponsored

SNPS SYNOPSYS INC657 shares-45.61%2026-06-302026-08-07

UPS UNITED PARCEL SVCS INC2.4K shares0.00%2026-06-302026-08-07

QYLD GLOBAL X FDS13.1K shares-33.62%2026-06-302026-08-07

CBTJ CALAMOS ETF TR13.2K shares-9.22%2026-06-302026-08-07

ALB ALBEMARLE CORP1.7K shares-19.20%2026-06-302026-08-07

BROADCOM INC

-2.12%

Shares55.8K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

812.87%

Shares114.7K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

-1.47%

Shares17.6K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

1.56%

Shares35.8K

Event2026-06-30

Filed2026-08-07

CASY

CASEYS GEN STORES INC

0.22%

Shares20.2K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

-0.10%

Shares13.7K

Event2026-06-30

Filed2026-08-07

BARRICK MNG CORP

0.56%

Shares406.3K

Event2026-06-30

Filed2026-08-07

HUBB

HUBBELL INC

0.50%

Shares30.3K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

-0.15%

Shares13.5K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-2.08%

Shares42.1K

Event2026-06-30

Filed2026-08-07

WSM

WILLIAMS SONOMA INC

-0.02%

Shares47.7K

Event2026-06-30

Filed2026-08-07

INTU

INTUIT

4.08%

Shares33.7K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

0.15%

Shares29.0K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

4.48%

Shares10.0K

Event2026-06-30

Filed2026-08-07

RSG

REPUBLIC SVCS INC

0.96%

Shares47.4K

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

0.33%

Shares27.9K

Event2026-06-30

Filed2026-08-07

BSCQ

INVESCO EXCH TRD SLF IDX FD

10.31%

Shares492.4K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

-1.52%

Shares9.2K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

1.78%

Shares13.6K

Event2026-06-30

Filed2026-08-07

HCA

HCA HEALTHCARE INC

2.20%

Shares17.9K

Event2026-06-30

Filed2026-08-07

CEG

CONSTELLATION ENERGY CORP

7.30%

Shares25.3K

Event2026-06-30

Filed2026-08-07

FCFS

FIRSTCASH HOLDINGS INC

-0.63%

Shares32.0K

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

47.67%

Shares68.8K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

-1.55%

Shares16.8K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

-2.37%

Shares17.7K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

4.04%

Shares26.1K

Event2026-06-30

Filed2026-08-07

EME

EMCOR GROUP INC

-1.24%

Shares6.8K

Event2026-06-30

Filed2026-08-07

IBHF

ISHARES TR

48.72%

Shares243.3K

Event2026-06-30

Filed2026-08-07

RELIANCE INC

-1.16%

Shares13.3K

Event2026-06-30

Filed2026-08-07

BROADRIDGE FINL SOLUTIONS IN

-4.41%

Shares31.3K

Event2026-06-30

Filed2026-08-07

BSJQ

INVESCO EXCH TRD SLF IDX FD

184.74%

Shares175.9K

Event2026-06-30

Filed2026-08-07

EOG

EOG RES INC

2.02%

Shares26.9K

Event2026-06-30

Filed2026-08-07

BSCR

INVESCO EXCH TRD SLF IDX FD

-17.73%

Shares195.6K

Event2026-06-30

Filed2026-08-07

FBTC

FIDELITY WISE ORIGIN BITCOIN

12.25%

Shares63.4K

Event2026-06-30

Filed2026-08-07

BSCS

INVESCO EXCH TRD SLF IDX FD

-35.43%

Shares92.6K

Event2026-06-30

Filed2026-08-07

IBTH

ISHARES TR

128.40%

Shares83.5K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

30.03%

Shares7.7K

Event2026-06-30

Filed2026-08-07

IBHG

ISHARES TR

-31.24%

Shares80.4K

Event2026-06-30

Filed2026-08-07

ALPS ETF TR

-16.74%

Shares31.8K

Event2026-06-30

Filed2026-08-07

BSCT

INVESCO EXCH TRD SLF IDX FD

-51.97%

Shares73.2K

Event2026-06-30

Filed2026-08-07

STRATEGY INC

45.20%

Shares12.9K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

-33.28%

Shares1.6K

Event2026-06-30

Filed2026-08-07

TTEK

TETRA TECH INC NEW

58.70%

Shares31.9K

Event2026-06-30

Filed2026-08-07

STIP

ISHARES TR

-4.21%

Shares10.0K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

4.35%

Shares2.0K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

-1.94%

Shares4.3K

Event2026-06-30

Filed2026-08-07

FSLR

FIRST SOLAR INC

25.74%

Shares3.7K

Event2026-06-30

Filed2026-08-07

XYL

XYLEM INC

65.08%

Shares7.0K

Event2026-06-30

Filed2026-08-07

CBOJ

CALAMOS ETF TR

21.94%

Shares33.0K

Event2026-06-30

Filed2026-08-07

BSCU

INVESCO EXCH TRD SLF IDX FD

-31.99%

Shares46.5K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

0.81%

Shares1.6K

Event2026-06-30

Filed2026-08-07

OWENS CORNING NEW

-4.67%

Shares4.7K

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

-30.69%

Shares402

Event2026-06-30

Filed2026-08-07

BSCW

INVESCO EXCH TRD SLF IDX FD

-74.71%

Shares32.5K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

23.37%

Shares7.4K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

106.07%

Shares1.7K

Event2026-06-30

Filed2026-08-07

ORA

ORMAT TECHNOLOGIES INC

1.58%

Shares5.5K

Event2026-06-30

Filed2026-08-07

CLH

CLEAN HARBORS INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

NXT

NEXTPOWER INC

-19.95%

Shares5.3K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

83.59%

Shares1.5K

Event2026-06-30

Filed2026-08-07

NVT

NVENT ELEC PLC

-8.07%

Shares2.7K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

75.65%

Shares2.1K

Event2026-06-30

Filed2026-08-07

VRT

VERTIV HOLDINGS CO

44.41%

Shares1.5K

Event2026-06-30

Filed2026-08-07

ON SEMICONDUCTOR CORP

-65.43%

Shares4.6K

Event2026-06-30

Filed2026-08-07

SERVICENOW INC

-31.54%

Shares3.2K

Event2026-06-30

Filed2026-08-07

NOBL

PROSHARES TR

95.73%

Shares6.0K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-40.48%

Shares650

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

84.68%

Shares892

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

0.72%

Shares2.8K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

-42.85%

Shares963

Event2026-06-30

Filed2026-08-07

ABBVIE INC

0.82%

Shares1.1K

Event2026-06-30

Filed2026-08-07

BSJR

INVESCO EXCH TRD SLF IDX FD

-16.41%

Shares11.9K

Event2026-06-30

Filed2026-08-07

SNPS

SYNOPSYS INC

-45.61%

Shares657

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

QYLD

GLOBAL X FDS

-33.62%

Shares13.1K

Event2026-06-30

Filed2026-08-07

CBTJ

CALAMOS ETF TR

-9.22%

Shares13.2K

Event2026-06-30

Filed2026-08-07

ALB

ALBEMARLE CORP

-19.20%

Shares1.7K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available