Evexia Wealth Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$363.7M
Q ending 2026-03-31
Prior quarter
$357.9M
Q ending 2025-12-31
Change
+1.6% QoQ · +32.2% YoY
Positions
84
reported holdings
Largest positions
All 84 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Kla Corp | KLAC | Shares | $22.2M | 13K |
| Broadcom Inc | AVGO | Shares | $21.6M | 57K |
| Barrick Mng Corp | B | Shares | $17.4M | 404K |
| Eli Lilly & Co | LLY | Shares | $16.7M | 18K |
| Hubbell Inc | HUBB | Shares | $16.3M | 30K |
| Caseys Gen Stores Inc | CASY | Shares | $14.8M | 20K |
| Blackrock Inc | BLK | Shares | $14.0M | 14K |
| Microsoft Corp | MSFT | Shares | $13.5M | 35K |
| Parker-Hannifin Corp | PH | Shares | $13.4M | 14K |
| Intuit | INTU | Shares | $12.0M | 32K |
| Apple Inc | AAPL | Shares | $11.2M | 43K |
| Republic Svcs Inc | RSG | Shares | $10.0M | 47K |
| Ge Vernova Inc | GEV | Shares | $9.5M | 10K |
| Williams Sonoma Inc | WSM | Shares | $9.2M | 48K |
| Chubb Ltd Switz | Shares | $9.2M | 28K | |
| Northrop Grumman Corp | NOC | Shares | $9.1M | 13K |
| Costco Wholesale Corporation | COST | Shares | $9.1M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $9.1M | 29K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $8.7M | 446K |
| Hca Healthcare Inc | HCA | Shares | $8.7M | 17K |
| Spdr Gold Tr | GLD | Shares | $7.4M | 17K |
| Constellation Energy Corp | CEG | Shares | $6.9M | 24K |
| Firstcash Holdings Inc | FCFS | Shares | $6.6M | 32K |
| Stryker Corporation | SYK | Shares | $6.3M | 18K |
| Lowes Cos Inc | LOW | Shares | $6.2M | 25K |
| Emcor Group Inc | EME | Shares | $5.6M | 7K |
| Broadridge Finl Solutions In | BR | Shares | $5.1M | 33K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $4.7M | 238K |
| Reliance Inc | RS | Shares | $4.4M | 13K |
| Spdr Series Trust | BIL | Shares | $4.3M | 47K |
| Ishares Tr | IBHF | Shares | $3.7M | 164K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $3.6M | 57K |
| Eog Res Inc | EOG | Shares | $3.6M | 26K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $2.9M | 143K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $2.9M | 152K |
| Invesco Exch Trd Slf Idx Fd | BSCW | Shares | $2.7M | 128K |
| Ishares Tr | IBHG | Shares | $2.6M | 117K |
| Alps Etf Tr | AMLP | Shares | $2.0M | 38K |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $1.4M | 62K |
| Quanta Svcs Inc | PWR | Shares | $1.4M | 2K |
| Vanguard Specialized Funds | VIG | Shares | $1.3M | 6K |
| Strategy Inc | MSTR | Shares | $1.2M | 9K |
| Invesco Exch Trd Slf Idx Fd | BSCU | Shares | $1.1M | 68K |
| Ishares Tr | STIP | Shares | $1.1M | 10K |
| On Semiconductor Corp | ON | Shares | $947K | 13K |
| Trane Technologies Plc | Shares | $924K | 2K | |
| Asml Hldg Nv | Shares | $870K | 580 | |
| Ishares Tr | IBTH | Shares | $819K | 37K |
| Morgan Stanley | MS | Shares | $796K | 4K |
| Ishares Tr | IBTJ | Shares | $773K | 35K |
| Nextpower Inc | NXT | Shares | $738K | 7K |
| Ishares Tr | IBDW | Shares | $716K | 34K |
| Ishares Tr | IBTM | Shares | $648K | 28K |
| Calamos Etf Tr | CBOJ | Shares | $647K | 27K |
| Eaton Corp Plc | Shares | $647K | 2K | |
| Tetra Tech Inc New | TTEK | Shares | $624K | 20K |
| Ormat Technologies Inc | ORA | Shares | $610K | 5K |
| First Solar Inc | FSLR | Shares | $589K | 3K |
| Owens Corning New | OC | Shares | $580K | 5K |
| Ishares Tr | IBTI | Shares | $565K | 25K |
| Nextera Energy Inc | NEE | Shares | $555K | 6K |
| Xylem Inc | XYL | Shares | $544K | 4K |
| Synopsys Inc | SNPS | Shares | $505K | 1K |
| Lam Research Corp | LRCX | Shares | $451K | 2K |
| Applied Matls Inc | AMAT | Shares | $432K | 1K |
| Servicenow Inc | NOW | Shares | $420K | 5K |
| Nvent Elec Plc | Shares | $396K | 3K | |
| Albemarle Corp | ALB | Shares | $387K | 2K |
| Global X Fds | QYLD | Shares | $347K | 20K |
| Proshares Tr | NOBL | Shares | $332K | 3K |
| Invesco Exch Trd Slf Idx Fd | BSJR | Shares | $320K | 14K |
| Vertiv Holdings Co | VRT | Shares | $314K | 1K |
| Calamos Etf Tr | CBTJ | Shares | $284K | 15K |
| Abbott Laboratories | ABT | Shares | $278K | 3K |
| Alphabet Inc | GOOGL | Shares | $265K | 824 |
| United Parcel Svcs Inc | UPS | Shares | $243K | 2K |
| Abbvie Inc | ABBV | Shares | $227K | 1K |
| Nvidia Corporation | NVDA | Shares | $225K | 1K |
| Calamos Etf Tr | CBXJ | Shares | $224K | 11K |
| Intuitive Surgical Inc | ISRG | Shares | $222K | 483 |
| Lockheed Martin Corp | LMT | Shares | $203K | 328 |
| Amazon Com Inc | AMZN | Shares | $202K | 841 |
| Mara Holdings Inc | MARA | Shares | $134K | 13K |
| Twenty One Cap Inc | XXI | Shares | $88K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.