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Portfolio (Quarterly) Guide ↗

EVEXIA WEALTH LLC

· CIK 0001975710
13F Portfolio $364M AUM 84 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 62 Added 13 Reduced 4 Exited
Page 1 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO BROADCOM INC Technology 57,006.0 $21.6M 5.95% +8K +15.8% $379.75 -0.2%
2 B BARRICK MNG CORP Basic Materials 404,030.0 $17.4M 4.78% +29K +7.7% $43.02 -14.6%
3 BLK BLACKROCK INC Financial Services 13,708.0 $14.0M 3.86% +1K +10.5% $1023.68 -5.1%
4 MSFT MICROSOFT CORP Technology 35,214.0 $13.5M 3.72% +6K +22.4% $384.37 -8.2%
5 INTU INTUIT Technology 32,379.0 $12.0M 3.29% +11K +51.5% $369.44 -31.0%
6 WSM WILLIAMS SONOMA INC Consumer Cyclical 47,722.0 $9.2M 2.54% +5K +10.5% $193.52 +24.0%
7 NOC NORTHROP GRUMMAN CORP Industrials 13,399.0 $9.1M 2.51% +78.0 +0.6% $681.29 -26.7%
8 JPM JPMORGAN CHASE & CO Financial Services 28,925.0 $9.1M 2.49% +1K +3.8% $313.68 +6.8%
9 BSCQ INVESCO EXCH TRD SLF IDX FD 446,410.0 $8.7M 2.40% +61K +15.9% $19.57 -0.3%
10 GLD SPDR GOLD TR Financial Services 17,081.0 $7.4M 2.04% +826.0 +5.1% $435.36 -15.1%
11 CEG CONSTELLATION ENERGY CORP Utilities 23,606.0 $6.9M 1.89% +20K +581.5% $291.73 -7.9%
12 FCFS FIRSTCASH HOLDINGS INC Financial Services 32,165.0 $6.6M 1.81% +9K +41.3% $204.49 +6.2%
13 SYK STRYKER CORPORATION Healthcare 18,080.0 $6.3M 1.73% +1K +8.9% $347.24 -9.0%
14 EME EMCOR GROUP INC Industrials 6,859.0 $5.6M 1.53% +171.0 +2.6% $812.23 +6.2%
15 BR BROADRIDGE FINL SOLUTIONS IN Technology 32,725.0 $5.1M 1.42% +11K +47.5% $157.36 -13.4%
16 BSCR INVESCO EXCH TRD SLF IDX FD 237,742.0 $4.7M 1.29% +34K +16.4% $19.67 -0.3%
17 BIL SPDR SERIES TRUST 46,581.0 $4.3M 1.17% +6K +15.7% $91.49 +0.1%
18 IBHF ISHARES TR 163,565.0 $3.7M 1.03% +23K +16.6% $22.87 -1.0%
19 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 56,511.0 $3.6M 0.99% +13K +29.6% $63.90 -19.5%
20 BSCS INVESCO EXCH TRD SLF IDX FD 143,414.0 $2.9M 0.81% +21K +17.1% $20.49 -0.7%
Page 1 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Industrials 18.9%
Financial Services 16.0%
Healthcare 10.2%
Consumer Cyclical 9.6%
Basic Materials 6.9%
Utilities 5.5%
Consumer Defensive 2.9%
Energy 1.3%
Communication Services 0.1%