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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 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO BROADCOM INC Technology 55,796.0 $21.9M 5.92% -1K -2.1% $392.23 -6.0%
2 LLY ELI LILLY & CO Healthcare 17,648.0 $19.8M 5.36% -264.0 -1.5% $1121.35 +4.6%
3 AAPL APPLE INC Technology 42,132.0 $12.8M 3.46% -894.0 -2.1% $303.42 +5.4%
4 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 9,151.0 $8.7M 2.36% -141.0 -1.5% $954.07 -0.9%
5 FCFS FIRSTCASH HOLDINGS INC Financial Services 31,961.0 $6.7M 1.81% -204.0 -0.6% $209.35 +4.7%
6 GLD SPDR GOLD TR Financial Services 16,816.0 $6.3M 1.69% -265.0 -1.6% $371.71 +10.0%
7 SYK STRYKER CORPORATION Healthcare 17,651.0 $6.0M 1.63% -429.0 -2.4% $341.20 -3.1%
8 EME EMCOR GROUP INC Industrials 6,774.0 $5.5M 1.50% -85.0 -1.2% $817.40 -9.4%
9 RS RELIANCE INC Basic Materials 13,258.0 $5.4M 1.47% -155.0 -1.2% $409.40 -5.3%
10 BR BROADRIDGE FINL SOLUTIONS IN Technology 31,281.0 $4.9M 1.33% -1K -4.4% $157.34 +16.7%
11 BSCR INVESCO EXCH TRD SLF IDX FD 195,585.0 $3.8M 1.04% -42K -17.7% $19.61 +0.0%
12 BSCS INVESCO EXCH TRD SLF IDX FD 92,601.0 $1.9M 0.51% -51K -35.4% $20.34 -0.2%
13 IBHG ISHARES TR 80,369.0 $1.8M 0.48% -37K -31.2% $21.91 +0.4%
14 AMLP ALPS ETF TR 31,814.0 $1.8M 0.47% -6K -16.7% $55.14 +0.2%
15 BSCT INVESCO EXCH TRD SLF IDX FD 73,173.0 $1.4M 0.37% -79K -52.0% $18.50 -0.2%
16 PWR QUANTA SVCS INC Industrials 1,590.0 $1.1M 0.29% -793.0 -33.3% $680.25 -11.4%
17 STIP ISHARES TR 10,022.0 $1.0M 0.27% -441.0 -4.2% $100.60 +0.0%
18 MS MORGAN STANLEY Financial Services 4,307.0 $910K 0.25% -85.0 -1.9% $211.24 +1.7%
19 BSCU INVESCO EXCH TRD SLF IDX FD 46,493.0 $769K 0.21% -22K -32.0% $16.54 -0.4%
20 OC OWENS CORNING NEW Industrials 4,670.0 $669K 0.18% -229.0 -4.7% $143.20 -0.1%
Page 1 of 2  ·  33 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%