EVEXIA WEALTH LLC Portfolio Holdings
Q3 2025•78 long positions•$334.1M portfolio value
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Holding82 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $18.1M 5.42% | -$4.2M Sold | 0.001% 50.7K shares | 62.6K → 50.7K −$4.2M | -18.9% | $1.56T Mega Cap | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $17.7M 5.3% | +$4.9M Bought | 0.002% 21.6K shares | 15.7K → 21.6K +$4.9M | +37.77% | $684.00B Mega Cap | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $16.6M 4.97% | -$1.7M Sold | 0.012% 16.2K shares | 17.8K → 16.2K −$1.7M | -9.22% | $142.03B Large Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $14.8M 4.44% | -$1.0M Sold | 0.0% 28.8K shares | 30.9K → 28.8K −$1.0M | -6.6% | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
Asset Management Financial Services | $14.1M 4.23% | -$1.4M Sold | 0.008% 12.2K shares | 13.4K → 12.2K −$1.4M | -8.83% | $180.54B Large Cap | Q1 2023 Held for 2y 8m | |
Electrical Equipment & Parts Industrials | $14.0M 4.2% | -$181.7K Sold | 0.063% 33.5K shares | 33.9K → 33.5K −$181.7K | -1.28% | $22.9B Large Cap | Q1 2023 Held for 2y 8m | |
Software - Application Technology | $13.9M 4.17% | +$754.0K Bought | 0.008% 21.2K shares | 20.1K → 21.2K +$754.0K | +5.72% | $190.40B Large Cap | Q1 2023 Held for 2y 8m | |
Industrial - Machinery Industrials | $13.0M 3.89% | +$5.2M Bought | 0.023% 388.5K shares | 233.5K → 388.5K +$5.2M | +66.4% | $55.9B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $12.3M 3.68% | -$58.8K Sold | 0.059% 21.8K shares | 21.9K → 21.8K −$58.8K | -0.48% | $21.0B Large Cap | Q3 2023 Held for 2y 2m | |
Industrial - Machinery Industrials | $11.9M 3.55% | -$2.6M Sold | 0.013% 16.3K shares | 19.9K → 16.3K −$2.6M | -18.1% | $95.9B Large Cap | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $11.4M 3.42% | -$524.1K Sold | 0.0% 46.1K shares | 48.2K → 46.1K −$524.1K | -4.39% | $3.78T Mega Cap | Q1 2023 Held for 2y 8m | |
Waste Management Industrials | $10.7M 3.19% | +$2.1M Bought | 0.015% 47.8K shares | 38.4K → 47.8K +$2.1M | +24.58% | $71.6B Large Cap | Q1 2023 Held for 2y 8m | |
Discount Stores Consumer Defensive | $10.5M 3.15% | +$1.3M Bought | 0.003% 11.3K shares | 9.9K → 11.3K +$1.3M | +13.96% | $410.27B Mega Cap | Q1 2023 Held for 2y 8m | |
Insurance - Property & Casualty Financial Services | $8.9M 2.68% | -$45.8K Sold | 0.008% 31.7K shares | 31.8K → 31.7K −$45.8K | -0.51% | $112.53B Large Cap | Q1 2023 Held for 2y 8m | |
Banks - Diversified Financial Services | $8.6M 2.58% | -$1.3M Sold | 0.001% 28.0K shares | 32.1K → 28.0K −$1.3M | -12.79% | $867.35B Mega Cap | Q1 2023 Held for 2y 8m | |
Medical - Healthcare Plans Healthcare | $8.3M 2.48% | +$2.1M Bought | 0.003% 23.1K shares | 17.1K → 23.1K +$2.1M | +34.89% | $312.73B Mega Cap | Q1 2023 Held for 2y 8m | |
Aerospace & Defense Industrials | $8.2M 2.47% | -$26.0K Sold | 0.009% 13.3K shares | 13.4K → 13.3K −$26.0K | -0.31% | $87.2B Large Cap | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $8.2M 2.46% | -$988.2K Sold | 0.036% 43.3K shares | 48.5K → 43.3K −$988.2K | -10.73% | $23.8B Large Cap | Q1 2023 Held for 2y 8m | |
Medical - Care Facilities Healthcare | $7.4M 2.22% | +$1.1M Bought | 0.008% 18.0K shares | 15.5K → 18.0K +$1.1M | +16.75% | $99.7B Large Cap | Q3 2024 Held for 1y 2m | |
Information Technology Services Technology | $6.5M 1.96% | -$1.3M Sold | 0.004% 26.8K shares | 32.2K → 26.8K −$1.3M | -16.49% | $153.39B Large Cap | Q1 2023 Held for 2y 8m | |
Home Improvement Consumer Cyclical | $5.9M 1.78% | -$50.2K Sold | 0.005% 25.4K shares | 25.6K → 25.4K −$50.2K | -0.84% | $140.94B Large Cap | Q1 2023 Held for 2y 8m | |
Medical - Devices Healthcare | $5.9M 1.75% | +$5.9M New | 0.004% 16.1K shares | 0 → 16.1K +$5.9M | New | $141.33B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $5.4M 1.62% | +$42.7K Bought | — 14.4K shares | 14.2K → 14.4K +$42.7K | +0.79% | — — | Q2 2023 Held for 2y 5m | |
Information Technology Services Technology | $5.3M 1.6% | +$693.6K Bought | 0.02% 23.0K shares | 20.0K → 23.0K +$693.6K | +14.92% | $27.9B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $5.3M 1.58% | +$248.1K Bought | — 57.7K shares | 54.9K → 57.7K +$248.1K | +4.93% | — — | Q2 2025 Held for 5 months | |
Engineering & Construction Industrials | $4.6M 1.38% | -$1.5M Sold | 0.015% 6.8K shares | 9.1K → 6.8K −$1.5M | -24.99% | $29.1B Large Cap | Q3 2024 Held for 1y 2m | |
Industrial - Machinery Industrials | $4.1M 1.23% | -$1.5M Sold | 0.032% 17.8K shares | 24.4K → 17.8K −$1.5M | -27.21% | $12.8B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.8M 1.15% | -$44.3K Sold | — 38.1K shares | 38.5K → 38.1K −$44.3K | -1.14% | — — | Q2 2024 Held for 1y 5m | |
Steel Basic Materials | $3.8M 1.13% | +$419.5K Bought | 0.026% 13.7K shares | 12.1K → 13.7K +$419.5K | +12.55% | $14.8B Large Cap | Q1 2023 Held for 2y 8m | |
Oil & Gas Exploration & Production Energy | $3.6M 1.08% | +$95.7K Bought | 0.006% 32.7K shares | 31.9K → 32.7K +$95.7K | +2.74% | $61.2B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.5M 1.06% | +$170.5K Bought | — 155.7K shares | 148.2K → 155.7K +$170.5K | +5.06% | — — | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $3.4M 1.0% | +$3.4M New | 0.049% 21.8K shares | 0 → 21.8K +$3.4M | New | $7.0B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.3M 0.992% | +$191.9K Bought | — 143.6K shares | 135.3K → 143.6K +$191.9K | +6.14% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.3M 0.985% | +$148.9K Bought | — 194.1K shares | 185.3K → 194.1K +$148.9K | +4.74% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 0.945% | +$176.7K Bought | — 134.9K shares | 127.4K → 134.9K +$176.7K | +5.93% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.9M 0.854% | +$138.4K Bought | — 151.1K shares | 143.8K → 151.1K +$138.4K | +5.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.621% | +$108.9K Bought | — 100.6K shares | 95.3K → 100.6K +$108.9K | +5.54% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 0.582% | +$109.7K Bought | — 93.9K shares | 88.6K → 93.9K +$109.7K | +5.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.523% | +$97.0K Bought | — 89.2K shares | 84.2K → 89.2K +$97.0K | +5.88% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.504% | +$90.2K Bought | — 85.3K shares | 80.8K → 85.3K +$90.2K | +5.66% | — — | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $1.5M 0.452% | +$143.9K Bought | 0.002% 4.8K shares | 4.3K → 4.8K +$143.9K | +10.54% | $91.4B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.5M 0.446% | +$69.4K Bought | — 74.9K shares | 71.4K → 74.9K +$69.4K | +4.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.406% | +$72.3K Bought | — 13.1K shares | 12.4K → 13.1K +$72.3K | +5.64% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.2M 0.348% | +$67.1K Bought | — 49.8K shares | 46.9K → 49.8K +$67.1K | +6.14% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.1M 0.334% | +$198.0K Bought | — 5.2K shares | 4.3K → 5.2K +$198.0K | +21.61% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $892.5K 0.267% | +$59.9K Bought | — 19.6K shares | 18.3K → 19.6K +$59.9K | +7.2% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $859.6K 0.257% | +$110.3K Bought | — 873.0 shares | 761.0 → 873.0 +$110.3K | +14.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $847.4K 0.254% | +$41.8K Bought | — 38.5K shares | 36.6K → 38.5K +$41.8K | +5.18% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $838.8K 0.251% | +$115.7K Bought | — 62.4K shares | 53.8K → 62.4K +$115.7K | +16.0% | — — | Q2 2025 Held for 5 months | |
Solar Energy | $834.9K 0.25% | -$22.2K Sold | 0.003% 3.7K shares | 3.8K → 3.7K −$22.2K | -2.59% | $23.7B Large Cap | Q3 2023 Held for 2y 2m |
