Elyxium Wealth, LLC Top Holdings and 13F Report (2025) About Elyxium Wealth, LLCInvestment ActivityElyxium Wealth, LLC has $164.17 million in total holdings as of December 31, 2024.Elyxium Wealth, LLC owns shares of 87 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 16.29% of the portfolio was purchased this quarter.About 29.54% of the portfolio was sold this quarter.This quarter, Elyxium Wealth, LLC has purchased 120 new stocks and bought additional shares in 29 stocks.Elyxium Wealth, LLC sold shares of 34 stocks and completely divested from 48 stocks this quarter.Largest Holdings Apple $30,145,041iShares Core S&P 500 ETF $16,209,892iShares Core S&P Mid-Cap ETF $8,726,764Global X U.S. Infrastructure Development ETF $5,975,041iShares Russell 3000 ETF $5,926,253 Largest New Holdings this Quarter Marriott International $877,047 HoldingPALANTIR TECHNOLOGIES INC CL A $756,300 HoldingRoyal Caribbean Cruises $693,480 HoldingConvergence Long/Short Equity ETF $590,047 HoldingiShares Gold Trust $568,870 Holding Largest Purchases this Quarter Apple 24,364 shares (about $6.10M)iShares Core S&P 500 ETF 5,211 shares (about $3.07M)Tesla 5,560 shares (about $2.25M)iShares Core S&P Mid-Cap ETF 30,312 shares (about $1.89M)iShares Core MSCI EAFE ETF 24,429 shares (about $1.72M) Largest Sales this Quarter Microsoft 6,620 shares (about $2.79M)Broadcom 11,383 shares (about $2.64M)Alphabet 12,270 shares (about $2.32M)JPMorgan Chase & Co. 8,491 shares (about $2.04M)Honeywell International 6,383 shares (about $1.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofElyxium Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$30,145,041$6,101,229 ▲25.4%120,37818.4%Computer and TechnologyIVViShares Core S&P 500 ETF$16,209,892$3,067,611 ▲23.3%27,5369.9%ETFIJHiShares Core S&P Mid-Cap ETF$8,726,764$1,888,741 ▲27.6%140,0545.3%ETFPAVEGlobal X U.S. Infrastructure Development ETF$5,975,041$740,637 ▲14.1%147,8603.6%ETFIWViShares Russell 3000 ETF$5,926,2530.0%17,7303.6%ETFSPYSPDR S&P 500 ETF Trust$5,759,408$100,220 ▼-1.7%9,8273.5%FinanceIJRiShares Core S&P Small-Cap ETF$5,733,845$248,301 ▲4.5%49,7643.5%ETFAFRMAffirm$5,510,293$340,979 ▲6.6%90,4813.4%Business ServicesMSFTMicrosoft$4,697,077$2,790,259 ▼-37.3%11,1442.9%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,462,850$1,716,870 ▲62.5%63,5012.7%ETFNVDANVIDIA$4,289,862$200,359 ▲4.9%31,9452.6%Computer and TechnologyAMZNAmazon.com$4,155,247$418,377 ▼-9.1%18,9402.5%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$3,948,198$178,697 ▲4.7%75,6072.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,531,3960.0%6,2002.2%ETFEWJiShares MSCI Japan ETF$3,070,086$218,276 ▲7.7%45,7541.9%ETFTSLATesla$2,920,571$2,245,350 ▲332.5%7,2321.8%Auto/Tires/TrucksCOSTCostco Wholesale$2,613,194$864,040 ▼-24.8%2,8521.6%Retail/WholesaleXOMExxon Mobil$2,579,046$24,525 ▲1.0%23,9761.6%Oils/EnergyUNPUnion Pacific$2,431,134$161,680 ▲7.1%10,6611.5%TransportationIWRiShares Russell Mid-Cap ETF$2,251,548$286,151 ▲14.6%25,4701.4%ETFPGProcter & Gamble$2,104,678$708,992 ▼-25.2%12,5541.3%Consumer StaplesEFAiShares MSCI EAFE ETF$2,009,109$453,131 ▲29.1%26,5721.2%FinanceSCZiShares MSCI EAFE Small-Cap ETF$1,814,481$10,631 ▲0.6%29,8681.1%ETFRTXRTX$1,449,596$175,081 ▼-10.8%12,5270.9%AerospaceGOOGAlphabet$1,302,151$79,409 ▼-5.7%6,8380.8%Computer and TechnologyJPMJPMorgan Chase & Co.$1,240,499$2,035,377 ▼-62.1%5,1750.8%FinanceDEDeere & Company$1,178,733$179,225 ▼-13.2%2,7820.7%Industrial ProductsVBVanguard Small-Cap ETF$1,053,628$210,245 ▲24.9%4,3850.6%ETFMUBiShares National Muni Bond ETF$966,485$98,556 ▲11.4%9,0710.6%ETFNFLXNetflix$900,233$642,642 ▲249.5%1,0100.5%Consumer DiscretionaryDISWalt Disney$890,521$217,703 ▼-19.6%7,9970.5%Consumer DiscretionaryMARMarriott International$877,047$877,047 ▲New Holding3,1440.5%Consumer DiscretionaryMETAMeta Platforms$810,492$1,241,505 ▼-60.5%1,3840.5%Computer and TechnologyAIQGlobal X Future Analytics Tech ETF$791,115$11,862 ▲1.5%20,4740.5%ETFIWMiShares Russell 2000 ETF$785,643$110,909 ▲16.4%3,5560.5%FinancePALANTIR TECHNOLOGIES INC CL A$756,300$756,300 ▲New Holding10,0000.5%StockGOOGLAlphabet$749,060$2,322,711 ▼-75.6%3,9570.5%Computer and TechnologyVBRVanguard Small-Cap Value ETF$731,029$339,060 ▲86.5%3,6890.4%ETFAVGOBroadcom$700,707$2,639,361 ▼-79.0%3,0220.4%Computer and TechnologyRCLRoyal Caribbean Cruises$693,480$693,480 ▲New Holding3,0060.4%Consumer DiscretionaryORCLOracle$615,068$709,220 ▼-53.6%3,6910.4%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$590,092$16,396 ▲2.9%7,1980.4%ManufacturingCLSEConvergence Long/Short Equity ETF$590,047$590,047 ▲New Holding25,7550.4%ETFETNEaton$570,485$336,516 ▼-37.1%1,7190.3%Industrial ProductsIAUiShares Gold Trust$568,870$568,870 ▲New Holding11,4900.3%FinanceJBLJabil$568,405$105,910 ▼-15.7%3,9500.3%Computer and TechnologyBRK.BBerkshire Hathaway$529,431$920,158 ▼-63.5%1,1680.3%FinanceTSMTaiwan Semiconductor Manufacturing$496,935$390,477 ▼-44.0%2,5160.3%Computer and TechnologyCOINCoinbase Global$496,600$496,600 ▲New Holding2,0000.3%FinanceIWDiShares Russell 1000 Value ETF$493,3710.0%2,6650.3%ETFBABoeing$487,635$487,635 ▲New Holding2,7550.3%AerospaceBKBank of New York Mellon$471,736$41,258 ▲9.6%6,1400.3%FinanceHONHoneywell International$468,270$1,441,856 ▼-75.5%2,0730.3%Multi-Sector ConglomeratesQCOMQUALCOMM$456,976$456,976 ▲New Holding2,9750.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$430,8260.0%2,2000.3%ETFEEMiShares MSCI Emerging Markets ETF$423,549$27,099 ▲6.8%10,1280.3%FinanceLLYEli Lilly and Company$411,476$580,544 ▼-58.5%5330.3%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$409,1540.0%7,9140.2%ManufacturingABBVAbbVie$402,805$101,812 ▼-20.2%2,2670.2%MedicalGISGeneral Mills$401,368$25,954 ▼-6.1%6,2940.2%Consumer StaplesABNBAirbnb$394,230$394,230 ▲New Holding3,0000.2%Consumer DiscretionaryAMDAdvanced Micro Devices$380,247$75,011 ▲24.6%3,1480.2%Computer and TechnologyCRWDCrowdStrike$369,533$369,533 ▲New Holding1,0800.2%Computer and TechnologyBABAAlibaba Group$352,955$352,955 ▲New Holding4,1630.2%Retail/WholesaleCMFiShares California Muni Bond ETF$347,4600.0%6,0660.2%ETFMAMastercard$341,744$649,261 ▼-65.5%6490.2%Business ServicesVBKVanguard Small-Cap Growth ETF$338,873$7,002 ▲2.1%1,2100.2%ETFLAM RESEARCH CORP COM NEW$337,314$286,320 ▲561.5%4,6700.2%StockCVXChevron$322,644$556,662 ▼-63.3%2,2280.2%Oils/EnergyPFEPfizer$321,066$596,076 ▼-65.0%12,1020.2%MedicalDVYiShares Select Dividend ETF$312,470$3,939 ▲1.3%2,3800.2%ETFCPCanadian Pacific Kansas City$310,2500.0%4,2870.2%TransportationMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$309,656$309,656 ▲New Holding5,9860.2%ETFUNHUnitedHealth Group$273,670$605,008 ▼-68.9%5410.2%MedicalMUMicron Technology$271,653$44,939 ▼-14.2%3,2280.2%Computer and TechnologyGNRSPDR S&P Global Natural Resources ETF$258,503$46,575 ▼-15.3%5,1950.2%ETFTTTrane Technologies$247,465$1,277,954 ▼-83.8%6700.2%ConstructionTMUST-Mobile US$245,231$158,705 ▼-39.3%1,1110.1%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$225,5060.0%2,4800.1%ETFQAINYLI Hedge Multi-Strategy Tracker ETF$218,111$218,111 ▲New Holding6,9440.1%ETFSHOPShopify$212,660$212,660 ▲New Holding2,0000.1%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$211,487$91,873 ▼-30.3%2,0050.1%ETFBACBank of America$206,107$324,366 ▼-61.1%4,6900.1%FinanceGEGeneral Electric$204,151$303,558 ▼-59.8%1,2240.1%TransportationMGMMGM Resorts International$203,049$203,049 ▲New Holding5,8600.1%Consumer DiscretionaryBSXBoston Scientific$202,310$212,135 ▼-51.2%2,2650.1%MedicalPGXInvesco Preferred ETF$130,2430.0%11,2960.1%ETFHDHome Depot$0$1,763,430 ▼-100.0%00.0%Retail/WholesaleDCGODocGo$0$1,606,412 ▼-100.0%00.0%MedicalADBEAdobe$0$1,417,681 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$1,336,525 ▼-100.0%00.0%Computer and TechnologyPEPPepsiCo$0$941,397 ▼-100.0%00.0%Consumer StaplesCATCaterpillar$0$931,257 ▼-100.0%00.0%Industrial ProductsAXPAmerican Express$0$864,585 ▼-100.0%00.0%FinanceJNJJohnson & Johnson$0$819,537 ▼-100.0%00.0%MedicalICEIntercontinental Exchange$0$796,293 ▼-100.0%00.0%FinanceNEENextEra Energy$0$774,464 ▼-100.0%00.0%UtilitiesACNAccenture$0$758,568 ▼-100.0%00.0%Computer and TechnologyVVisa$0$690,125 ▼-100.0%00.0%Business ServicesTMOThermo Fisher Scientific$0$648,262 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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