EVEXIA WEALTH LLC logo

EVEXIA WEALTH LLC

RIA/Wealth

EVEXIA WEALTH LLC is a RIA/Wealth based in Stevens Point, WI led by Benjamin Akiro Laws, managing $334.1M across 78 long positions as of Q3 2025 with AVGO as the largest holding (5% allocation).

CEOBenjamin Akiro Laws
Portfolio Value
$334.1M
Positions
78
Top Holding
AVGO at 5.42%
Last Reported
Q3 2025
Address1265 Main Street, Suite 105, Stevens Point, WI, 54481, United States

Top Holdings

Largest long holdings in EVEXIA WEALTH LLC's portfolio (43.8% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Semiconductors
Technology
$18.1M
5.42%
-$4.2M
Sold
0.00%
50.7K shares
Drug Manufacturers - General
Healthcare
$17.7M
5.30%
+$4.9M
Bought
0.00%
21.6K shares
Semiconductors
Technology
$16.6M
4.97%
-$1.7M
Sold
0.01%
16.2K shares
Software - Infrastructure
Technology
$14.8M
4.44%
-$1.0M
Sold
0.00%
28.8K shares
Asset Management
Financial Services
$14.1M
4.23%
-$1.4M
Sold
0.01%
12.2K shares
6
Hubbell logo
Electrical Equipment & Parts
Industrials
$14.0M
4.20%
-$181.7K
Sold
0.06%
33.5K shares
7
Intuit logo
Intuit
INTU
Software - Application
Technology
$13.9M
4.17%
+$754.0K
Bought
0.01%
21.2K shares
Industrial - Machinery
Industrials
$13.0M
3.89%
+$5.2M
Bought
0.02%
388.5K shares
Specialty Retail
Consumer Cyclical
$12.3M
3.68%
-$58.8K
Sold
0.06%
21.8K shares
Industrial - Machinery
Industrials
$11.9M
3.55%
-$2.6M
Sold
0.01%
16.3K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in EVEXIA WEALTH LLC's latest filing

See all changes
Market Value
$334.1M
Prior: $318.1M
Q/Q Change
+5.03%
+$16.0M
Net Flows % of MV
-0.096%
Turnover Ratio
9.42%
New Purchases
3 stocks
$9.4M
Added To
50 stocks
+$21.7M
Sold Out Of
4 stocks
$12.9M
Reduced Holdings
24 stocks
-$18.5M

Increased Positions

PositionShares Δ
New
New
New
+66.4%
+39.04%

Decreased Positions

PositionShares Δ
Sold
Sold
3
Amdocs logo
Sold
Sold
5
Nordson logo
-27.21%

Analytics

Portfolio insights and performance metrics for EVEXIA WEALTH LLC

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Sector Allocation

Technology: 27.60%TechnologyIndustrials: 20.80%IndustrialsETF: 12.10%ETFHealthcare: 11.90%HealthcareFinancial Services: 10.80%Financial ServicesConsumer Cyclical: 7.90%Consumer Defensive: 3.20%Energy: 1.30%Basic Materials: 1.20%Utilities: 0.70%
Technology
27.60%
Industrials
20.80%
ETF
12.10%
Healthcare
11.90%
Financial Services
10.80%
Consumer Cyclical
7.90%
Consumer Defensive
3.20%
Energy
1.30%
Basic Materials
1.20%
Utilities
0.70%

Market Cap Distribution

Mega Cap (> $200B): 27.29%Mega Cap (> $200B)Large Cap ($10B - $200B): 56.48%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.64%N/A (ETF or Unknown): 14.59%N/A (ETF or Unknown)
Mega Cap (> $200B)
27.29%
Large Cap ($10B - $200B)
56.48%
Mid Cap ($2B - $10B)
1.64%
N/A (ETF or Unknown)
14.59%

Portfolio Concentration

Top 10 Holdings %
43.85%
Top 20 Holdings %
70.45%
Top 50 Holdings %
96.08%
Top 100 Holdings %
100.0%

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