Evexia Wealth LLC Top Holdings and 13F Report (2025) About Evexia Wealth LLCInvestment ActivityEvexia Wealth LLC has $295.13 million in total holdings as of December 31, 2024.Evexia Wealth LLC owns shares of 76 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 12.48% of the portfolio was purchased this quarter.About 10.55% of the portfolio was sold this quarter.This quarter, Evexia Wealth LLC has purchased 66 new stocks and bought additional shares in 27 stocks.Evexia Wealth LLC sold shares of 33 stocks and completely divested from 5 stocks this quarter.Largest Holdings Broadcom $13,907,908BLACKROCK INC $13,314,146Parker-Hannifin $13,247,447Microsoft $12,667,928KLA $12,578,816 Largest New Holdings this Quarter BLACKROCK INC $13,314,146 HoldingInvesco BulletShares 2029 Corporate Bond ETF $2,304,669 HoldingInvesco BulletShares 2030 Corporate Bond ETF $1,482,278 HoldingiShares iBonds Dec 2029 Term Treasury ETF $1,279,975 HoldingiShares iBonds Dec 2027 Term Treasury ETF $1,270,175 Holding Largest Purchases this Quarter BLACKROCK INC 13,421 shares (about $13.31M)Invesco BulletShares 2026 High Yield Corporate Bond ETF 115,365 shares (about $2.70M)Invesco BulletShares 2025 High Yield Corporate Bond ETF 100,400 shares (about $2.32M)Invesco BulletShares 2029 Corporate Bond ETF 125,390 shares (about $2.30M)Invesco BulletShares 2030 Corporate Bond ETF 90,300 shares (about $1.48M) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 20,496 shares (about $2.08M)Invesco BulletShares 2025 Corporate Bond ETF 86,694 shares (about $1.79M)iShares TIPS Bond ETF 6,937 shares (about $752.26K)JPMorgan Chase & Co. 2,218 shares (about $611.72K)Broadcom 2,437 shares (about $548.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvexia Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$13,907,908$548,005 ▼-3.8%61,8494.7%Computer and TechnologyBLACKROCK INC$13,314,146$13,314,146 ▲New Holding13,4214.5%COMPHParker-Hannifin$13,247,447$417,894 ▼-3.1%19,3694.5%Industrial ProductsMSFTMicrosoft$12,667,928$65,151 ▲0.5%30,9164.3%Computer and TechnologyKLACKLA$12,578,816$420,964 ▲3.5%16,8234.3%Computer and TechnologyACNAccenture$12,371,817$123,514 ▼-1.0%32,0534.2%Computer and TechnologyCOSTCostco Wholesale$12,266,136$376,825 ▼-3.0%11,7514.2%Retail/WholesaleINTUIntuit$11,876,245$38,783 ▼-0.3%20,5174.0%Computer and TechnologyHUBBHubbell$11,733,126$120,278 ▼-1.0%29,2654.0%Industrial ProductsWSMWilliams-Sonoma$11,368,320$454,683 ▼-3.8%54,8563.9%Retail/WholesaleLLYEli Lilly and Company$10,839,154$180,931 ▲1.7%12,3413.7%MedicalAAPLApple$10,645,604$210,558 ▼-1.9%46,7673.6%Computer and TechnologyJPMJPMorgan Chase & Co.$10,214,714$611,719 ▼-5.7%37,0373.5%FinanceRSGRepublic Services$9,849,578$119,820 ▼-1.2%44,5543.3%Business ServicesUNHUnitedHealth Group$9,424,895$24,243 ▼-0.3%17,8833.2%MedicalCBChubb$8,155,797$156,151 ▼-1.9%30,1892.8%FinanceLOWLowe's Companies$6,708,808$266,297 ▼-3.8%26,6292.3%Retail/WholesaleNOCNorthrop Grumman$6,478,563$45,452 ▼-0.7%13,8262.2%AerospaceCASYCasey's General Stores$6,067,982$166,030 ▼-2.7%14,2172.1%Retail/WholesaleLMTLockheed Martin$4,899,849$59,993 ▲1.2%11,0261.7%AerospaceROPRoper Technologies$4,815,116$124,287 ▼-2.5%8,4071.6%Computer and TechnologyBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$4,520,566$2,323,259 ▲105.7%195,3571.5%ETFAPDAir Products and Chemicals$4,300,860$184,713 ▼-4.1%13,8541.5%Basic MaterialsEOGEOG Resources$4,030,241$10,752 ▼-0.3%31,8601.4%Oils/EnergyMCDMcDonald's$4,020,024$35,609 ▼-0.9%13,6601.4%Retail/WholesaleNDSNNordson$3,994,366$134,210 ▼-3.3%18,6311.4%Industrial ProductsRSReliance$3,413,114$96,515 ▼-2.8%12,0591.2%Basic MaterialsDOXAmdocs$3,396,503$140,475 ▼-4.0%39,5081.2%Computer and TechnologyBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$3,244,680$2,702,358 ▲498.3%138,5171.1%ETFEMEEMCOR Group$3,225,862$70,649 ▲2.2%6,9861.1%ConstructionGLDSPDR Gold Shares$3,202,690$1,280,179 ▲66.6%12,1361.1%FinanceFIDELITY WISE ORIGIN BITCOIN$3,181,917$225,159 ▲7.6%38,0431.1%SHSHCAHCA Healthcare$3,139,265$193,547 ▲6.6%9,7481.1%MedicalBDXBecton, Dickinson and Company$2,796,224$191,012 ▼-6.4%12,1650.9%MedicalBSCQInvesco BulletShares 2026 Corporate Bond ETF$2,586,591$1,050,835 ▲68.4%132,8500.9%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,304,669$2,304,669 ▲New Holding125,3900.8%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,275,448$1,307,195 ▲135.0%116,7790.8%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,212,403$1,251,226 ▲130.2%109,6330.7%ETFGOLDBarrick Gold$2,179,910$138,433 ▲6.8%127,9290.7%Basic MaterialsSTIPiShares 0-5 Year TIPS Bond ETF$1,808,631$2,081,632 ▼-53.5%17,8080.6%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,482,278$1,482,278 ▲New Holding90,3000.5%ManufacturingMSTRMicroStrategy$1,383,941$686,893 ▲98.5%4,2250.5%Computer and TechnologyIBTJiShares iBonds Dec 2029 Term Treasury ETF$1,279,975$1,279,975 ▲New Holding59,8680.4%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$1,270,175$1,270,175 ▲New Holding57,2410.4%ManufacturingHSYHershey$1,267,142$178,320 ▼-12.3%8,1790.4%Consumer StaplesNOBLProShares S&P 500 Aristocrats ETF$899,824$86,881 ▲10.7%8,9070.3%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$865,355$1,794,548 ▼-67.5%41,8050.3%ETFIBTKiShares iBonds Dec 2030 Term Treasury ETF$846,954$846,954 ▲New Holding43,9750.3%ManufacturingMSMorgan Stanley$828,425$122,486 ▼-12.9%5,9180.3%FinanceTTTrane Technologies$720,115$66,242 ▼-8.4%2,0220.2%ConstructionAMLPAlerian MLP ETF$714,046$40,806 ▲6.1%13,6840.2%ETFXYLXylem$700,811$34,477 ▲5.2%5,3460.2%Business ServicesQYLDGlobal X Nasdaq 100 Covered Call ETF$671,097$87,056 ▲14.9%36,1390.2%ManufacturingFSLRFirst Solar$585,992$11,784 ▲2.1%3,4810.2%Oils/EnergyIBTGiShares iBonds Dec 2026 Term Treasury ETF$569,346$361,795 ▲174.3%24,9930.2%ManufacturingORAOrmat Technologies$561,120$55,312 ▼-9.0%8,7650.2%Oils/EnergyNEENextEra Energy$518,475$23,350 ▼-4.3%7,5940.2%UtilitiesASMLASML$470,822$470,822 ▲New Holding6470.2%Computer and TechnologyTTEKTetra Tech$460,085$460,085 ▲New Holding13,7750.2%Industrial ProductsCEGConstellation Energy$443,000$443,000 ▲New Holding1,4300.2%Oils/EnergySNPSSynopsys$440,111$440,111 ▲New Holding8370.1%Computer and TechnologyTIPiShares TIPS Bond ETF$427,585$752,259 ▼-63.8%3,9430.1%ETFONOnsemi$417,380$57,400 ▼-12.1%8,1440.1%Computer and TechnologyIBTIiShares iBonds Dec 2028 Term Treasury ETF$414,406$414,406 ▲New Holding18,9050.1%ManufacturingIBTFiShares iBonds Dec 2025 Term Treasury ETF$404,803$137,935 ▲51.7%17,3590.1%ManufacturingOCOwens Corning$387,320$102,260 ▼-20.9%2,1400.1%ConstructionNOWServiceNow$355,926$355,926 ▲New Holding3530.1%Computer and TechnologyABTAbbott Laboratories$348,436$1,678 ▲0.5%2,7000.1%MedicalWECWEC Energy Group$321,4630.0%3,1580.1%UtilitiesAMATApplied Materials$312,478$312,478 ▲New Holding1,7360.1%Computer and TechnologyRIOTRiot Platforms$298,426$144,510 ▲93.9%25,6380.1%Business ServicesENTGEntegris$280,379$280,379 ▲New Holding2,6320.1%Computer and TechnologyUPSUnited Parcel Service$265,961$25,793 ▲10.7%2,3510.1%TransportationMARAMARA$228,508$228,508 ▲New Holding13,6260.1%Business ServicesENPHEnphase Energy$216,002$24,523 ▲12.8%3,4000.1%Oils/EnergyABBVAbbVie$201,266$1,906 ▲1.0%1,0560.1%MedicalBLKBlackRock$0$13,171,184 ▼-100.0%00.0%FinanceBSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF$0$3,173,001 ▼-100.0%00.0%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$0$2,489,382 ▼-100.0%00.0%ManufacturingBSCOInvesco BulletShares 2024 Corporate Bond ETF$0$1,749,259 ▼-100.0%00.0%ETFMDTMedtronic$0$718,254 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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