Portfolio (Quarterly)
Guide ↗
EVEXIA WEALTH LLC
· CIK 0001975710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | — | 35,453 | $773K | 0.21% | SOLD |
| 2 | IBDW | ISHARES TR | — | 34,080 | $716K | 0.20% | SOLD |
| 3 | — | ISHARES TR | — | 28,263 | $648K | 0.18% | SOLD |
| 4 | — | ISHARES TR | — | 25,387 | $565K | 0.15% | SOLD |
| 5 | — | CALAMOS ETF TR | — | 10,573 | $224K | 0.06% | SOLD |
| 6 | LMT | LOCKHEED MARTIN CORP | Industrials | 328 | $203K | 0.06% | SOLD |
| 7 | MARA | MARA HOLDINGS INC | Financial Services | 12,937 | $134K | 0.04% | SOLD |
| 8 | XXI | TWENTY ONE CAP INC | Financial Services | 12,539 | $88K | 0.02% | SOLD |
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%