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Portfolio (Quarterly) Guide ↗

EVEXIA WEALTH LLC

· CIK 0001975710
13F Portfolio $369M AUM 77 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 35 Added 33 Reduced 8 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TT TRANE TECHNOLOGIES PLC Industrials 2,038.0 $940K 0.25% +85.0 +4.3% $461.21 -2.7%
22 FSLR FIRST SOLAR INC Energy 3,698.0 $861K 0.23% +757.0 +25.7% $232.73 -12.1%
23 XYL XYLEM INC Industrials 6,973.0 $830K 0.23% +3K +65.1% $119.07 -6.5%
24 CALAMOS ETF TR 33,011.0 $782K 0.21% +6K +21.9% $23.68
25 ETN EATON CORP PLC Industrials 1,616.0 $708K 0.19% +13.0 +0.8% $438.23 -8.1%
26 NEE NEXTERA ENERGY INC Utilities 7,412.0 $641K 0.17% +1K +23.4% $86.55 -5.4%
27 GOOGL ALPHABET INC Communication Services 1,698.0 $634K 0.17% +874.0 +106.1% $373.55 -7.2%
28 ORA ORMAT TECHNOLOGIES INC Utilities 5,518.0 $541K 0.15% +86.0 +1.6% $98.02 +5.1%
29 AMZN AMAZON COM INC Consumer Cyclical 1,544.0 $439K 0.12% +703.0 +83.6% $284.02 -6.2%
30 NVDA NVIDIA CORPORATION Technology 2,085.0 $431K 0.12% +898.0 +75.7% $206.62 +5.3%
31 VRT VERTIV HOLDINGS CO Industrials 1,512.0 $398K 0.11% +465.0 +44.4% $263.06 -2.3%
32 NOBL PROSHARES TR 6,044.0 $347K 0.09% +3K +95.7% $57.42 +1.6%
33 ISRG INTUITIVE SURGICAL INC Healthcare 892.0 $335K 0.09% +409.0 +84.7% $375.41 -0.7%
34 ABT ABBOTT LABORATORIES Healthcare 2,784.0 $298K 0.08% +20.0 +0.7% $107.13 +5.0%
35 ABBV ABBVIE INC Healthcare 1,108.0 $272K 0.07% +9.0 +0.8% $245.12 +4.2%
Page 2 of 2  ·  35 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 28.6%
Industrials 17.7%
Financial Services 16.2%
Consumer Cyclical 10.7%
Healthcare 10.4%
Basic Materials 6.4%
Utilities 5.6%
Consumer Defensive 2.7%
Energy 1.5%
Communication Services 0.2%