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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 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSTR STRATEGY INC Technology 12,856.0 $1.2M 0.33% +4K +45.2% $94.86 +34.2%
42 PWR QUANTA SVCS INC Industrials 1,590.0 $1.1M 0.29% -793.0 -33.3% $680.25 -11.4%
43 TTEK TETRA TECH INC NEW Industrials 31,923.0 $1.1M 0.29% +12K +58.7% $33.83 +8.0%
44 STIP ISHARES TR 10,022.0 $1.0M 0.27% -441.0 -4.2% $100.60 +0.0%
45 TT TRANE TECHNOLOGIES PLC Industrials 2,038.0 $940K 0.25% +85.0 +4.3% $461.21 -2.7%
46 MS MORGAN STANLEY Financial Services 4,307.0 $910K 0.25% -85.0 -1.9% $211.24 +1.7%
47 FSLR FIRST SOLAR INC Energy 3,698.0 $861K 0.23% +757.0 +25.7% $232.73 -12.1%
48 XYL XYLEM INC Industrials 6,973.0 $830K 0.23% +3K +65.1% $119.07 -6.5%
49 CALAMOS ETF TR 33,011.0 $782K 0.21% +6K +21.9% $23.68
50 BSCU INVESCO EXCH TRD SLF IDX FD 46,493.0 $769K 0.21% -22K -32.0% $16.54 -0.4%
51 ETN EATON CORP PLC Industrials 1,616.0 $708K 0.19% +13.0 +0.8% $438.23 -8.1%
52 OC OWENS CORNING NEW Industrials 4,670.0 $669K 0.18% -229.0 -4.7% $143.20 -0.1%
53 ASML ASML HLDG NV Technology 402.0 $660K 0.18% -178.0 -30.7% $1642.52 +3.3%
54 BSCW INVESCO EXCH TRD SLF IDX FD 32,470.0 $659K 0.18% -96K -74.7% $20.29 -0.5%
55 NEE NEXTERA ENERGY INC Utilities 7,412.0 $641K 0.17% +1K +23.4% $86.55 -5.4%
56 GOOGL ALPHABET INC Communication Services 1,698.0 $634K 0.17% +874.0 +106.1% $373.55 -7.2%
57 ORA ORMAT TECHNOLOGIES INC Utilities 5,518.0 $541K 0.15% +86.0 +1.6% $98.02 +5.1%
58 CLH CLEAN HARBORS INC Industrials 1,622.0 $504K 0.14% NEW $310.98 -0.1%
59 NXT NEXTPOWER INC Technology 5,299.0 $480K 0.13% -1K -19.9% $90.67 -5.8%
60 AMZN AMAZON COM INC Consumer Cyclical 1,544.0 $439K 0.12% +703.0 +83.6% $284.02 -6.2%
Page 3 of 4  ·  77 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%