EVEXIA WEALTH LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, EVEXIA WEALTH LLC held in its portfolio 84 assets valued at $357,903,445 (i.e. $357.90M).
The most valuable assets in the portfolio included: KLA CORP ($22.53M), ELI LILLY & CO ($21.98M), and BARRICK MNG CORP ($18.74M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
EVEXIA WEALTH LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| KLA CORP | 15703 | 22525556 | COM NEW |
| ELI LILLY & CO | 20481 | 21982057 | COM |
| BARRICK MNG CORP | 375167 | 18739592 | COM SHS |
| BROADCOM INC | 49214 | 16727296 | COM |
| HUBBELL INC | 33249 | 15828513 | COM |
| PARKER-HANNIFIN CORP | 15650 | 14651708 | COM |
| BLACKROCK INC | 12407 | 13547063 | COM |
| MICROSOFT CORP | 28773 | 13217553 | COM |
| CASEYS GEN STORES INC | 21391 | 13183402 | COM |
| INTUIT | 21372 | 12109608 | COM |
| APPLE INC | 44127 | 11471152 | COM |
| COSTCO WHSL CORP NEW | 11232 | 10681578 | COM |
| REPUBLIC SVCS INC | 47507 | 10023073 | COM |
| CHUBB LIMITED | 31284 | 9416868 | COM |
| WILLIAMS SONOMA INC | 43202 | 8927741 | COM |
| NORTHROP GRUMMAN CORP | 13321 | 8700506 | COM |
| JPMORGAN CHASE & CO. | 27873 | 8581308 | COM |
| HCA HEALTHCARE INC | 17470 | 8365186 | COM |
| INVESCO EXCH TRD SLF IDX FD | 385140 | 7548753 | BULSHS 2026 CB |
| UNITEDHEALTH GROUP INC | 22518 | 7542716 | COM |
| ACCENTURE PLC IRELAND | 24548 | 7083080 | SHS CLASS A |
| LOWES COS INC | 25488 | 7007819 | COM |
| SPDR GOLD TR | 16255 | 6923655 | GOLD SHS |
| STRYKER CORPORATION | 16599 | 5965580 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 22182 | 4901421 | COM |
| NORDSON CORP | 17487 | 4660913 | COM |
| EMCOR GROUP INC | 6688 | 4418710 | COM |
| RELIANCE INC | 13639 | 4304134 | COM |
| INVESCO EXCH TRD SLF IDX FD | 204199 | 4034964 | BULSHS 2027 CB |
| FIRSTCASH HOLDINGS INC | 22762 | 3824775 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 43590 | 3710381 | SHS |
| SPDR SERIES TRUST | 40251 | 3682985 | STATE STREET SPD |
| EOG RES INC | 33123 | 3668082 | COM |
| ISHARES TR | 140312 | 3235595 | IBONDS 2026 TERM |
| INVESCO EXCH TRD SLF IDX FD | 122460 | 2525124 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 130363 | 2461247 | BULETSHS 2029 |
| INVESCO EXCH TRD SLF IDX FD | 109899 | 2302384 | BULLETSHS 2032 |
| ISHARES TR | 100004 | 2235089 | IBONDS 2027 TERM |
| ALPS ETF TR | 34676 | 1703269 | ALERIAN MLP |
| STRATEGY INC | 8384 | 1503503 | CL A NEW |
| VANGUARD SPECIALIZED FUNDS | 5699 | 1280400 | DIV APP ETF |
| INVESCO EXCH TRD SLF IDX FD | 52457 | 1224873 | INVSCO BLSH 26 |
| CONSTELLATION ENERGY CORP | 3464 | 1144600 | COM |
| QUANTA SVCS INC | 2393 | 1045924 | COM |
| INVESCO EXCH TRD SLF IDX FD | 58262 | 988132 | INVSCO 30 CORP |
| ISHARES TR | 8987 | 921586 | 0-5 YR TIPS ETF |
| ON SEMICONDUCTOR CORP | 13186 | 798808 | COM |
| MORGAN STANLEY | 4265 | 771069 | COM NEW |
| ASML HOLDING N V | 582 | 735485 | N Y REGISTRY SHS |
| TRANE TECHNOLOGIES PLC | 1897 | 731938 | SHS |
| TETRA TECH INC NEW | 19497 | 710263 | COM |
| ISHARES TR | 31102 | 699181 | IBONDS 27 TRM TS |
| FIRST SOLAR INC | 2821 | 667025 | COM |
| ISHARES TR | 30290 | 665327 | IBONDS 29 TRM TS |
| ORMAT TECHNOLOGIES INC | 5283 | 632475 | COM |
| ISHARES TR | 29178 | 618574 | IBONDS DEC 2031 |
| NEXTPOWER INC | 6477 | 613437 | CLASS A COM |
| SYNOPSYS INC | 1157 | 584678 | COM |
| OWENS CORNING NEW | 4729 | 583319 | COM |
| XYLEM INC | 4070 | 570129 | COM |
| CALAMOS ETF TR | 23256 | 562795 | CALLMOS BIT STRU |
| ISHARES TR | 24219 | 560308 | IBONDS DEC 2032 |
| SERVICENOW INC | 4114 | 553786 | COM |
| EATON CORP PLC | 1574 | 521214 | SHS |
| ISHARES TR | 21785 | 487648 | IBONDS 28 TRM TS |
| NEXTERA ENERGY INC | 5789 | 474623 | COM |
| ALBEMARLE CORP | 2041 | 362317 | COM |
| LAM RESEARCH CORP | 1674 | 349514 | COM NEW |
| ABBOTT LABS | 2748 | 343537 | COM |
| PROSHARES TR | 3069 | 335739 | S&P 500 DV ARIST |
| APPLIED MATLS INC | 1103 | 332986 | COM |
| NVENT ELECTRIC PLC | 2918 | 305048 | SHS |
| GLOBAL X FDS | 16925 | 302780 | NASDAQ 100 COVER |
| CALAMOS ETF TR | 12259 | 297403 | CALAMOS BIT 80 S |
| INVESCO EXCH TRD SLF IDX FD | 12359 | 280313 | BULETSHS 2027 |
| ALPHABET INC | 784 | 263299 | CAP STK CL A |
| UNITED PARCEL SERVICE INC | 2381 | 255752 | CL B |
| INTUITIVE SURGICAL INC | 454 | 248229 | COM NEW |
| ABBVIE INC | 1091 | 242063 | COM |
| TIDAL TRUST II | 7289 | 240324 | YIELDMAX MSTR OP |
| CALAMOS ETF TR | 9087 | 220632 | CALAMOS BIT 90 S |
| NVIDIA CORPORATION | 1185 | 217089 | COM |
| MARA HOLDINGS INC | 11847 | 131620 | COM |
| TWENTY ONE CAP INC | 10613 | 103264 | COM SHS CL A |
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