HolderBook

EVEXIA WEALTH LLC

Reported holdings as of Q2 2026, from 14 quarterly filings.

CIK
1975710
Reported value
$369.5M
Positions
77
Top 10 weight
45.7%
Filed
2026-08-07
Days after quarter end
38

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
BROADCOM INCAVGO$21.9M55,7965.92%-0.03pp12q-2.1%-$474.6K
KLA CORPKLAC$21.0M114,6935.67%-0.44pp14q+812.9%+$18.7M
ELI LILLY & COLLY$19.8M17,6485.36%+0.78pp12q-1.5%-$296.0K
MICROSOFT CORPMSFT$17.4M35,7624.72%+1.00pp14q+1.6%+$267.2K
CASEYS GEN STORES INCCASY$17.3M20,1644.70%+0.63pp12qHELD
BLACKROCK INCBLK$15.4M13,6944.18%+0.32pp7qHELD
BARRICK MNG CORPB$15.2M406,2944.11%-0.67pp5q+0.6%+$84.6K
HUBBELL INCHUBB$14.4M30,2693.90%-0.57pp14qHELD
PARKER-HANNIFIN CORPPH$13.5M13,5283.65%-0.03pp14qHELD
APPLE INCAAPL$12.8M42,1323.46%+0.39pp14q-2.1%-$271.3K
WILLIAMS SONOMA INCWSM$11.4M47,7143.10%+0.56pp14qHELD
INTUITINTU$10.7M33,6992.90%-0.38pp14q+4.1%+$420.3K
JPMORGAN CHASE & COJPM$10.2M28,9672.76%+0.27pp14qHELD
GE VERNOVA INCGEV$10.0M9,9752.72%+0.12pp2q+4.5%+$430.9K
REPUBLIC SVCS INCRSG$9.9M47,3632.69%-0.07pp14q+1.0%+$94.1K
CHUBB LIMITEDCB$9.7M27,8902.63%+0.11pp14qHELD
INVESCO EXCH TRD SLF IDX FDBSCQ$9.6M492,4372.60%+0.20pp11q+10.3%+$899.4K
COSTCO WHOLESALE CORPORATIONCOST$8.7M9,1512.36%-0.14pp14q-1.5%-$134.5K
NORTHROP GRUMMAN CORPNOC$7.5M13,6372.02%-0.49pp14q+1.8%+$130.5K
HCA HEALTHCARE INCHCA$7.3M17,8821.97%-0.42pp8q+2.2%+$156.5K
CONSTELLATION ENERGY CORPCEG$6.9M25,3291.88%-0.02pp7q+7.3%+$471.6K
FIRSTCASH HOLDINGS INCFCFS$6.7M31,9611.81%flat4q-0.6%-$42.7K
SPDR SERIES TRUSTBIL$6.3M68,7871.70%+0.53pp5q+47.7%+$2.0M
SPDR GOLD TRGLD$6.3M16,8161.69%-0.35pp13q-1.6%-$98.5K
STRYKER CORPORATIONSYK$6.0M17,6511.63%-0.10pp4q-2.4%-$146.4K
LOWES COS INCLOW$5.5M26,1291.50%-0.21pp14q+4.0%+$215.0K
EMCOR GROUP INCEME$5.5M6,7741.50%-0.03pp8q-1.2%-$69.5K
ISHARES TRIBHF$5.5M243,2611.48%+0.45pp3q+48.7%+$1.8M
RELIANCE INCRS$5.4M13,2581.47%+0.27pp14q-1.2%-$63.5K
BROADRIDGE FINL SOLUTIONS INBR$4.9M31,2811.33%-0.08pp5q-4.4%-$227.2K
INVESCO EXCH TRD SLF IDX FDBSJQ$4.0M175,8951.09%+0.70pp11q+184.7%+$2.6M
EOG RES INCEOG$3.9M26,8891.06%+0.07pp14q+2.0%+$77.5K
INVESCO EXCH TRD SLF IDX FDBSCR$3.8M195,5851.04%-0.25pp9q-17.7%-$826.9K
FIDELITY WISE ORIGIN BITCOINFBTC$3.5M63,4340.95%-0.04pp9q+12.3%+$384.8K
INVESCO EXCH TRD SLF IDX FDBSCS$1.9M92,6010.51%-0.30pp9q-35.4%-$1.0M
ISHARES TRIBTH$1.9M83,5070.50%+0.28pp7q+128.4%+$1.0M
VANGUARD SPECIALIZED FUNDSVIG$1.9M7,7420.50%+0.14pp5q+30.0%+$429.4K
ISHARES TRIBHG$1.8M80,3690.48%-0.23pp3q-31.2%-$800.0K
ALPS ETF TRAMLP$1.8M31,8140.47%-0.07pp11q-16.7%-$352.7K
INVESCO EXCH TRD SLF IDX FDBSCT$1.4M73,1730.37%-0.42pp7q-52.0%-$1.5M
STRATEGY INCMSTR$1.2M12,8560.33%+0.01pp10q+45.2%+$379.6K
QUANTA SVCS INCPWR$1.1M1,5900.29%-0.10pp5q-33.3%-$539.4K
TETRA TECH INC NEWTTEK$1.1M31,9230.29%+0.12pp7q+58.7%+$399.5K
ISHARES TRSTIP$1.0M10,0220.27%-0.03pp14q-4.2%-$44.4K
TRANE TECHNOLOGIES PLCTT$939.9K2,0380.25%flat9q+4.4%+$39.2K
MORGAN STANLEYMS$909.8K4,3070.25%+0.03pp14q-1.9%-$18.0K
FIRST SOLAR INCFSLR$860.6K3,6980.23%+0.07pp12q+25.7%+$176.2K
XYLEM INCXYL$830.3K6,9730.22%+0.08pp13q+65.1%+$327.3K
CALAMOS ETF TRCBOJ$781.7K33,0110.21%+0.03pp3q+21.9%+$140.7K
INVESCO EXCH TRD SLF IDX FDBSCU$768.8K46,4930.21%-0.11pp7q-32.0%-$361.7K
EATON CORP PLCETN$708.2K1,6160.19%+0.01pp3q+0.8%+$5.7K
OWENS CORNING NEWOC$668.8K4,6700.18%+0.02pp9q-4.7%-$32.8K
ASML HLDG NVASML$660.3K4020.18%-0.06pp7q-30.7%-$292.4K
INVESCO EXCH TRD SLF IDX FDBSCW$658.7K32,4700.18%-0.55pp3q-74.7%-$1.9M
NEXTERA ENERGY INCNEE$641.5K7,4120.17%+0.02pp13q+23.4%+$121.5K
ALPHABET INCGOOGL$634.3K1,6980.17%+0.10pp3q+106.1%+$326.5K
ORMAT TECHNOLOGIES INCORA$540.8K5,5180.15%-0.02pp13q+1.6%+$8.4K
CLEAN HARBORS INCCLH$504.4K1,6220.14%-newNEW
NEXTPOWER INCNXT$480.5K5,2990.13%-0.07pp3q-20.0%-$119.8K
AMAZON COM INCAMZN$438.5K1,5440.12%+0.06pp2q+83.6%+$199.7K
NVENT ELEC PLCNVT$435.8K2,7340.12%+0.01pp3q-8.1%-$38.3K
NVIDIA CORPORATIONNVDA$430.8K2,0850.12%+0.05pp5q+75.7%+$185.5K
VERTIV HOLDINGS COVRT$397.8K1,5120.11%+0.02pp2q+44.4%+$122.3K
ON SEMICONDUCTOR CORPON$370.5K4,6080.10%-0.16pp12q-65.4%-$701.1K
SERVICENOW INCNOW$369.1K3,2320.10%-0.02pp7q-31.5%-$170.0K
PROSHARES TRNOBL$347.1K6,0440.09%flat14q+95.7%+$169.7K
APPLIED MATLS INCAMAT$336.9K6500.09%-0.03pp7q-40.5%-$229.1K
INTUITIVE SURGICAL INCISRG$334.9K8920.09%+0.03pp3q+84.7%+$153.5K
ABBOTT LABORATORIESABT$298.3K2,7840.08%flat14q+0.7%+$2.1K
LAM RESEARCH CORPLRCX$283.9K9630.08%-0.05pp3q-42.8%-$212.8K
ABBVIE INCABBV$271.6K1,1080.07%+0.01pp5q+0.8%+$2.2K
INVESCO EXCH TRD SLF IDX FDBSJR$265.3K11,8620.07%-0.02pp5q-16.4%-$52.1K
SYNOPSYS INCSNPS$257.6K6570.07%-0.07pp7q-45.6%-$216.0K
UNITED PARCEL SVCS INCUPS$254.5K2,3810.07%flat3qHELD
GLOBAL X FDSQYLD$234.1K13,0740.06%-0.03pp14q-33.6%-$118.6K
CALAMOS ETF TRCBTJ$232.9K13,1780.06%-0.01pp3q-9.2%-$23.6K
ALBEMARLE CORPALB$200.2K1,6870.05%-0.05pp4q-19.2%-$47.6K

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Retail & Consumer 13.6%Semiconductors & Electronics 13.3%Software & IT Services 8.0%Capital Markets 7.1%Instruments & Controls 5.9%Biotech & Pharma 5.5%Utilities 5.0%Industrials 4.4%Mining & Metals 4.1%Computer Hardware 3.5%Banks & Lending 3.1%Insurance 2.6%Other sectors 12.0%Not classified 11.9%
 
SectorValueShare
Retail & Consumer$50.2M13.6%
Semiconductors & Electronics$49.2M13.3%
Software & IT Services$29.4M8.0%
Capital Markets$26.1M7.1%
Instruments & Controls$21.9M5.9%
Biotech & Pharma$20.4M5.5%
Utilities$18.5M5.0%
Industrials$16.4M4.4%
Mining & Metals$15.2M4.1%
Computer Hardware$12.8M3.5%
Banks & Lending$11.4M3.1%
Insurance$9.7M2.6%
Other sectors$44.2M12.0%
Not classified$44.0M11.9%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$369.5M7713533845.7%38
Q1 2026$363.7M8446213444.5%16
Q4 2025$357.9M841725351145.4%16
Q3 2025$334.1M7844721443.8%43
Q2 2025$318.1M78113327744.8%23
Q1 2025$275.2M7403212241.3%11
Q4 2024$295.1M76152630542.5%44
Q3 2024$282.0M6654017042.8%10
Q2 2024$266.4M6172720444.0%31
Q1 2024$242.9M5833614144.1%33
Q4 2023$236.7M569397344.9%37
Q3 2023$197.5M5072911244.2%30
Q2 2023$208.2M4571812045.1%31
Q1 2023$185.5M38000044.9%45

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.