Elyxium Wealth, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Elyxium Wealth, LLC reported 120 stock positions worth $181.7 million. Its top holding was Apple (AAPL) at 12.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.1%) and Microsoft (MSFT, 4.2%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0002043538
- Portfolio Value
- $181.7M (Q3 2024)
- SEC Filing
- 0002043538-24-000001 ↗ filed Nov 12, 2024
Holdings Value
Holdings 120 stocks · $181.7M
| AAPL Apple Inc. | 12.31% | 96,014 | $22.4M | — |
| IVV iShares Core S&P 500 ETF | 7.09% | 22,325 | $12.9M | — |
| MSFT Microsoft Corp. | 4.21% | 17,764 | $7.6M | — |
| IJH iShares Core S&P Midcap ETF | 3.76% | 109,742 | $6.8M | — |
| IWV iShares Russell 3000 ETF | 3.19% | 17,730 | $5.8M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.16% | 9,998 | $5.7M | — |
| IJR iShares Core S&P Small-Cap E | 3.06% | 47,609 | $5.6M | — |
| PAVE Global X US Infrastructure | 2.93% | 129,532 | $5.3M | — |
| IEMG iShares Core MSCI Emerging | 2.28% | 72,185 | $4.1M | — |
| AMZN Amazon.com Inc. | 2.14% | 20,847 | $3.9M | — |
| NVDA Nvidia Corp. | 2.04% | 30,453 | $3.7M | — |
| MDY State Street SPDR S&P Midcap | 1.94% | 6,200 | $3.5M | — |
| AFRM Affirm Holdings Inc. | 1.91% | 84,882 | $3.5M | — |
| COST Costco Wholesale Corp. | 1.85% | 3,795 | $3.4M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.68% | 39,072 | $3.0M | — |
| EWJ iShares MSCI Japan ETF | 1.67% | 42,501 | $3.0M | — |
| PG The Procter & Gamble Co. | 1.60% | 16,783 | $2.9M | — |
| JPM JPMorgan Chase & Co. | 1.59% | 13,666 | $2.9M | — |
| XOM Exxon Mobil Corp. | 1.53% | 23,748 | $2.8M | — |
| GOOGL Alphabet Inc. Class A | 1.48% | 16,227 | $2.7M | — |
| AVGO Broadcom Inc. | 1.37% | 14,405 | $2.5M | — |
| UNP Union Pacific Corp. | 1.35% | 9,952 | $2.5M | — |
| SCZ iShares MSCI Eafe Small-Cap | 1.11% | 29,693 | $2.0M | — |
| META Meta Platforms Inc. Class A | 1.10% | 3,504 | $2.0M | — |
| IWR iShares Russell Mid-Cap ETF | 1.08% | 22,233 | $2.0M | — |
| HD Home Depot Inc. | 0.97% | 4,352 | $1.8M | — |
| HON Honeywell International Inc. | 0.96% | 8,456 | $1.7M | — |
| EFA iShares MSCI Eafe ETF | 0.95% | 20,579 | $1.7M | — |
| RTX RTX Corp. | 0.94% | 14,040 | $1.7M | — |
| DCGO Docgo Inc. | 0.88% | 483,859 | $1.6M | — |
| TT Trane Technologies PLC | 0.88% | 4,130 | $1.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 3,198 | $1.5M | — |
| ADBE Adobe Inc. | 0.78% | 2,738 | $1.4M | — |
| ORCL Oracle Corp. | 0.75% | 7,947 | $1.4M | — |
| DE Deere & Co. | 0.74% | 3,205 | $1.3M | — |
| CRM Salesforce Inc. | 0.74% | 4,883 | $1.3M | — |
| GOOG Alphabet Inc. Class C | 0.67% | 7,255 | $1.2M | — |
| LLY Eli Lilly & Co. | 0.63% | 1,285 | $1.1M | — |
| UNH Unitedhealth Group Inc. | 0.56% | 1,737 | $1.0M | — |
| PFE Pfizer Inc. | 0.55% | 34,570 | $1.0M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.53% | 9,952 | $957K | — |
| PEP Pepsico Inc. | 0.52% | 5,536 | $941K | — |
| CAT Caterpillar Inc. | 0.51% | 2,381 | $931K | — |
| MA Mastercard Inc. Class A | 0.51% | 1,882 | $929K | — |
| ETN Eaton Corp. PLC | 0.50% | 2,733 | $906K | — |
| CVX Chevron Corp. | 0.49% | 6,072 | $894K | — |
| MUB iShares National Muni Bond E | 0.49% | 8,146 | $885K | — |
| AXP American Express Co. | 0.48% | 3,188 | $865K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.46% | 3,510 | $833K | — |
| JNJ Johnson & Johnson | 0.45% | 5,057 | $820K | — |
| ICE Intercontinental Exchange Inc. | 0.44% | 4,957 | $796K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.43% | 4,493 | $780K | — |
| NEE Nextera Energy Inc. | 0.43% | 9,162 | $774K | — |
| ACN Accenture PLC Class A | 0.42% | 2,146 | $759K | — |
| AIQ Global X Art Intel & Tech | 0.41% | 20,167 | $750K | — |
| V Visa Inc. Class A | 0.38% | 2,510 | $690K | — |
| IWM iShares Russell 2000 ETF | 0.37% | 3,054 | $675K | — |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 1,048 | $648K | — |
| AMP Ameriprise Financial Inc. | 0.35% | 1,366 | $642K | — |
| MCD McDonald's Corp. | 0.33% | 1,997 | $608K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.32% | 6,998 | $582K | — |
| LRCX Lam Research Corp. | 0.32% | 706 | $576K | — |
| GE General Electric filed as GE AEROSPACE | 0.32% | 3,044 | $574K | — |
| JBL Jabil Inc. | 0.31% | 4,686 | $562K | — |
| ABBV Abbvie Inc. | 0.31% | 2,840 | $561K | — |
| AMGN Amgen Inc. | 0.30% | 1,682 | $542K | — |
| MRK Merck & Co. Inc. | 0.29% | 4,681 | $532K | — |
| IWD iShares Russell 1000 Value E | 0.28% | 2,665 | $506K | — |
| KO The Coca-Cola Co. | 0.28% | 6,979 | $502K | — |
| GIS General Mills Inc. | 0.27% | 6,701 | $495K | — |
| AON Aon PLC Class A | 0.26% | 1,389 | $481K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 12,071 | $479K | — |
| CMCSA Comcast Corp. Class A | 0.25% | 11,067 | $462K | — |
| KLAC KLA Corp. | 0.25% | 578 | $448K | — |
| TSLA Tesla Inc. | 0.24% | 1,672 | $437K | — |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 2,200 | $436K | — |
| EEM iShares MSCI Emerging Market | 0.24% | 9,480 | $435K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.23% | 7,914 | $417K | — |
| AMD Advanced Micro Devices | 0.23% | 2,527 | $415K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.22% | 5,603 | $403K | — |
| WFC Wells Fargo & Co. | 0.22% | 7,036 | $397K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 1,978 | $397K | — |
| MU Micron Technology Inc. | 0.21% | 3,762 | $390K | — |
| DOV Dover Corp. | 0.21% | 2,032 | $390K | — |
| BSX Boston Scientific Corp. | 0.21% | 4,640 | $389K | — |
| TMUS T-Mobile US Inc. | 0.21% | 1,830 | $378K | — |
| ITW Illinois Tool Works | 0.20% | 1,413 | $370K | — |
| CP Canadian Pacific Kansas City | 0.20% | 4,287 | $367K | — |
| NKE Nike Inc. Class B | 0.20% | 4,107 | $363K | — |
| CSCO Cisco Systems Inc. | 0.20% | 6,757 | $360K | — |
| GNR State Street SPDR S&P Global | 0.19% | 6,131 | $354K | — |
| CMF iShares California Muni Bond | 0.19% | 6,066 | $352K | — |
| TXN Texas Instruments Inc. | 0.19% | 1,640 | $339K | — |
| DVY iShares Select Dividend ETF | 0.17% | 2,350 | $317K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.17% | 1,185 | $317K | — |
| AIG American International Group | 0.17% | 4,254 | $312K | — |
| IDV iShares International Select | 0.17% | 10,300 | $311K | — |
| INTU Intuit Inc. | 0.17% | 497 | $309K | — |
| SUB iShares Short-Term National | 0.17% | 2,876 | $305K | — |
| SRE Sempra | 0.17% | 3,637 | $304K | — |
| YUM Yum! Brands Inc. | 0.17% | 2,163 | $302K | — |
| PNC PNC Financial Services Group | 0.16% | 1,538 | $284K | — |
| MDLZ Mondelez International Inc. Class A | 0.15% | 3,679 | $271K | — |
| T AT&T Inc. | 0.15% | 12,268 | $270K | — |
| VLO Valero Energy Corp. | 0.15% | 1,998 | $270K | — |
| DHR Danaher Corp. | 0.15% | 964 | $268K | — |
| ABT Abbott Laboratories | 0.15% | 2,326 | $265K | — |
| CTAS Cintas Corp. | 0.13% | 1,184 | $244K | — |
| SPGI S&P Global Inc. | 0.13% | 470 | $243K | — |
| PLD Prologis Inc. | 0.13% | 1,910 | $241K | — |
| IR Ingersoll-Rand Inc. | 0.13% | 2,446 | $240K | — |
| CME Cme Group Inc. | 0.13% | 1,050 | $232K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.13% | 2,480 | $228K | — |
| VZ Verizon Communications Inc. | 0.12% | 5,038 | $226K | — |
| DD Dupont DE Nemours Inc. | 0.12% | 2,504 | $223K | — |
| WMT Walmart Inc. | 0.12% | 2,746 | $222K | — |
| MLN Vaneck Long Muni ETF | 0.12% | 11,850 | $217K | — |
| NFLX Netflix Inc. | 0.11% | 289 | $205K | — |
| GEV GE Vernova Inc. | 0.11% | 790 | $201K | — |
| PGX Invesco Preferred ETF | 0.08% | 11,296 | $140K | — |
Portfolio Sells Q3 2024
No earlier filing to compare with.
Portfolio Buys Q3 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 298 | $952.1M | NVDA, AAPL, GOOG, ORCL, SPCX |
| Q1 2026 | 165 | $311.8M | AAPL, CIEN, IVV, AVDE, NVDA |
| Q4 2025 | 1,359 | $360.6M | AAPL, IVV, CIEN, NVDA, MSFT |
| Q3 2025 | 167 | $286.8M | AAPL, IVV, MSFT, NVDA, AFRM |
| Q2 2025 | 164 | $266.5M | AAPL, IVV, MSFT, NVDA, IJH |
| Q1 2025 | 153 | $225.7M | AAPL, IVV, MSFT, IJH, SPY |
| Q4 2024 | 87 | $164.2M | AAPL, IVV, IJH, PAVE, IWV |
| Q3 2024 | 120 | $181.7M | AAPL, IVV, MSFT, IJH, IWV |