Evexia Wealth LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Evexia Wealth LLC reported 76 stock positions worth $295.1 million. Its top holding was Broadcom (AVGO) at 4.7% of the portfolio, followed by BlackRock (BLK, 4.5%) and Parker Hannifin (PH, 4.5%). Compared with Q3 2024, it opened 14 new positions, sold out of 4, added to 27 and reduced 34. The biggest buy was Invesco Bulletshares 2026 HY (BSJQ, shares +498%) and the biggest sale an exit from Invesco Bulletshares 2024 HY (BSJO).
- Most Recent 13F
- Q2 2026
- Location
- STEVENS POINT, WI
- CIK
- 0001975710
- Portfolio Value
- $295.1M (Q4 2024)
- SEC Filing
- 0001951757-25-000249 ↗ filed Feb 13, 2025
Holdings Value
Holdings 76 stocks · $295.1M
| AVGO Broadcom Inc. | 4.71% | 61,849 | $13.9M | Reduce -3.8% |
| BLK BlackRock Inc. | 4.51% | 13,421 | $13.3M | Reduce -4.2% |
| PH Parker Hannifin Corp. | 4.49% | 19,369 | $13.2M | Reduce -3.1% |
| MSFT Microsoft Corp. | 4.29% | 30,916 | $12.7M | Add +0.5% |
| KLAC KLA Corp. | 4.26% | 16,823 | $12.6M | Add +3.5% |
| ACN Accenture PLC Class A | 4.19% | 32,053 | $12.4M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 4.16% | 11,751 | $12.3M | Reduce -3.0% |
| INTU Intuit Inc. | 4.02% | 20,517 | $11.9M | Reduce -0.3% |
| HUBB Hubbell Inc. | 3.98% | 29,265 | $11.7M | Reduce -1.0% |
| WSM Williams-Sonoma Inc. | 3.85% | 54,856 | $11.4M | Reduce -3.9% |
| LLY Eli Lilly & Co. | 3.67% | 12,341 | $10.8M | Add +1.7% |
| AAPL Apple Inc. | 3.61% | 46,767 | $10.6M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 3.46% | 37,037 | $10.2M | Reduce -5.7% |
| RSG Republic Services Inc. | 3.34% | 44,554 | $9.8M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 3.19% | 17,883 | $9.4M | Reduce -0.3% |
| CB Chubb Ltd. | 2.76% | 30,189 | $8.2M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 2.27% | 26,629 | $6.7M | Reduce -3.8% |
| NOC Northrop Grumman Corp. | 2.20% | 13,826 | $6.5M | Reduce -0.7% |
| CASY Casey's General Stores Inc. | 2.06% | 14,217 | $6.1M | Reduce -2.7% |
| LMT Lockheed Martin Corp. | 1.66% | 11,026 | $4.9M | Add +1.2% |
| ROP Roper Technologies Inc. | 1.63% | 8,407 | $4.8M | Reduce -2.5% |
| BSJP Invesco Bulletshares 2025 HY | 1.53% | 195,357 | $4.5M | Add +105.7% |
| APD Air Products & Chemicals Inc. | 1.46% | 13,854 | $4.3M | Reduce -4.1% |
| EOG EOG Resources Inc. | 1.37% | 31,860 | $4.0M | Reduce -0.3% |
| MCD McDonald's Corp. | 1.36% | 13,660 | $4.0M | Reduce -0.9% |
| NDSN Nordson Corp. | 1.35% | 18,631 | $4.0M | Reduce -3.3% |
| RS Reliance Inc. | 1.16% | 12,059 | $3.4M | Reduce -2.8% |
| DOX Amdocs Ltd. | 1.15% | 39,508 | $3.4M | Reduce -4.0% |
| BSJQ Invesco Bulletshares 2026 HY | 1.10% | 138,517 | $3.2M | Add +498.3% |
| EME Emcor Group Inc. | 1.09% | 6,986 | $3.2M | Add +2.2% |
| GLD SPDR Gold Shares | 1.09% | 12,136 | $3.2M | Add +66.6% |
| FBTC Fidelity Wise Origin Bitcoin | 1.08% | 38,043 | $3.2M | Add +7.6% |
| HCA HCA Healthcare Inc. | 1.06% | 9,748 | $3.1M | Add +6.6% |
| BDX Becton Dickinson and Co. | 0.95% | 12,165 | $2.8M | Reduce -6.4% |
| BSCQ Invesco Bulletshares 2026 CB | 0.88% | 132,850 | $2.6M | Add +68.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.78% | 125,390 | $2.3M | New |
| BSCR Invesco Bulletshares 2027 CB | 0.77% | 116,779 | $2.3M | Add +135.0% |
| BSCS Invesco Bulletshares 2028 CB | 0.75% | 109,633 | $2.2M | Add +130.2% |
| B Barrick Gold Corp. | 0.74% | 127,929 | $2.2M | Add +6.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.61% | 17,808 | $1.8M | Reduce -53.5% |
| BSCU Invesco Bulletshares 2030 CB | 0.50% | 90,300 | $1.5M | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.47% | 4,225 | $1.4M | Add +98.5% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.43% | 59,868 | $1.3M | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.43% | 57,241 | $1.3M | New |
| HSY The Hershey Co. | 0.43% | 8,179 | $1.3M | Reduce -12.3% |
| NOBL Proshares S&P 500 Dividend A | 0.30% | 8,907 | $900K | Add +10.7% |
| BSCP Invesco Bulletshares 2025 CB | 0.29% | 41,805 | $865K | Reduce -67.5% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.29% | 43,975 | $847K | New |
| MS Morgan Stanley | 0.28% | 5,918 | $828K | Reduce -12.9% |
| TT Trane Technologies PLC | 0.24% | 2,022 | $720K | Reduce -8.4% |
| AMLP Alerian MLP ETF | 0.24% | 13,684 | $714K | Add +6.1% |
| XYL Xylem Inc. | 0.24% | 5,346 | $701K | Add +5.2% |
| QYLD Global X Nasd 100 Cov Call | 0.23% | 36,139 | $671K | Add +14.9% |
| FSLR First Solar Inc. | 0.20% | 3,481 | $586K | Add +2.0% |
| IBTG iShares Ibonds Dec 2026 Term | 0.19% | 24,993 | $569K | Add +174.3% |
| ORA Ormat Technologies Inc. | 0.19% | 8,765 | $561K | Reduce -9.0% |
| NEE Nextera Energy Inc. | 0.18% | 7,594 | $518K | Reduce -4.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.16% | 647 | $471K | New |
| TTEK Tetra Tech Inc. | 0.16% | 13,775 | $460K | New |
| CEG Constellation Energy | 0.15% | 1,430 | $443K | New |
| SNPS Synopsys Inc. | 0.15% | 837 | $440K | New |
| TIP iShares Tips Bond ETF | 0.14% | 3,943 | $428K | Reduce -63.8% |
| ON On Semiconductor | 0.14% | 8,144 | $417K | Reduce -12.1% |
| IBTI iShares Ibonds Dec 2028 Term | 0.14% | 18,905 | $414K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.14% | 17,359 | $405K | Add +51.7% |
| OC Owens Corning | 0.13% | 2,140 | $387K | Reduce -20.9% |
| NOW ServiceNow Inc. | 0.12% | 353 | $356K | New |
| ABT Abbott Laboratories | 0.12% | 2,700 | $348K | Add +0.5% |
| WEC WEC Energy Group Inc. | 0.11% | 3,158 | $321K | No change |
| AMAT Applied Materials Inc. | 0.11% | 1,736 | $312K | New |
| RIOT Riot Platforms Inc. | 0.10% | 25,638 | $298K | Add +93.9% |
| ENTG Entegris Inc. | 0.10% | 2,632 | $280K | New |
| UPS United Parcel Service Class B | 0.09% | 2,351 | $266K | Add +10.7% |
| MARA Mara Holdings Inc. | 0.08% | 13,626 | $229K | New |
| ENPH Enphase Energy Inc. | 0.07% | 3,400 | $216K | Add +12.8% |
| ABBV Abbvie Inc. | 0.07% | 1,056 | $201K | Add +1.0% |
Portfolio Sells Q3 2024 → Q4 2024
| BSJO Invesco Bulletshares 2024 HY | Sold out | 0.00% | −1.13 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.88 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -53.5% | 0.61% | −0.76 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -67.5% | 0.29% | −0.65 |
| HUBB Hubbell Inc. | Reduce -1.0% | 3.98% | −0.62 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.62 |
| UNH Unitedhealth Group Inc. | Reduce -0.3% | 3.19% | −0.52 |
| NOC Northrop Grumman Corp. | Reduce -0.7% | 2.20% | −0.44 |
| INTU Intuit Inc. | Reduce -0.3% | 4.02% | −0.37 |
| NDSN Nordson Corp. | Reduce -3.3% | 1.35% | −0.37 |
| LOW Lowe's Cos Inc. | Reduce -3.8% | 2.27% | −0.36 |
| TIP iShares Tips Bond ETF | Reduce -63.8% | 0.14% | −0.28 |
| CB Chubb Ltd. | Reduce -1.9% | 2.76% | −0.26 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.25 |
| HSY The Hershey Co. | Reduce -12.3% | 0.43% | −0.19 |
| BLK BlackRock Inc. | Reduce -4.2% | 4.51% | −0.16 |
| EOG EOG Resources Inc. | Reduce -0.3% | 1.37% | −0.15 |
| BDX Becton Dickinson and Co. | Reduce -6.4% | 0.95% | −0.15 |
| APD Air Products & Chemicals Inc. | Reduce -4.1% | 1.46% | −0.14 |
| AAPL Apple Inc. | Reduce -1.9% | 3.61% | −0.14 |
| DOX Amdocs Ltd. | Reduce -4.0% | 1.15% | −0.12 |
| MCD McDonald's Corp. | Reduce -0.9% | 1.36% | −0.11 |
| RS Reliance Inc. | Reduce -2.8% | 1.16% | −0.10 |
| ON On Semiconductor | Reduce -12.1% | 0.14% | −0.09 |
| ORA Ormat Technologies Inc. | Reduce -9.0% | 0.19% | −0.07 |
| TT Trane Technologies PLC | Reduce -8.4% | 0.24% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -4.3% | 0.18% | −0.05 |
| OC Owens Corning | Reduce -20.9% | 0.13% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -2.5% | 1.63% | −0.01 |
| MS Morgan Stanley | Reduce -12.9% | 0.28% | +0.02 |
| PH Parker Hannifin Corp. | Reduce -3.1% | 4.49% | +0.03 |
| ACN Accenture PLC Class A | Reduce -1.0% | 4.19% | +0.10 |
| CASY Casey's General Stores Inc. | Reduce -2.7% | 2.06% | +0.13 |
| RSG Republic Services Inc. | Reduce -1.2% | 3.34% | +0.16 |
| COST Costco Wholesale Corp. | Reduce -3.0% | 4.16% | +0.40 |
| JPM JPMorgan Chase & Co. | Reduce -5.7% | 3.46% | +0.53 |
| AVGO Broadcom Inc. | Reduce -3.8% | 4.71% | +0.72 |
| WSM Williams-Sonoma Inc. | Reduce -3.9% | 3.85% | +0.83 |
Portfolio Buys Q3 2024 → Q4 2024
| BSJQ Invesco Bulletshares 2026 HY | Add +498.3% | 1.10% | +0.91 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.78% | +0.78 |
| BSJP Invesco Bulletshares 2025 HY | Add +105.7% | 1.53% | +0.75 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.50% | +0.50 |
| GLD SPDR Gold Shares | Add +66.6% | 1.09% | +0.45 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.43% | +0.43 |
| IBTH iShares Ibonds Dec 2027 Term | New | 0.43% | +0.43 |
| BSCR Invesco Bulletshares 2027 CB | Add +135.0% | 0.77% | +0.43 |
| BSCS Invesco Bulletshares 2028 CB | Add +130.2% | 0.75% | +0.41 |
| FBTC Fidelity Wise Origin Bitcoin | Add +7.6% | 1.08% | +0.38 |
| BSCQ Invesco Bulletshares 2026 CB | Add +68.4% | 0.88% | +0.33 |
| MSTR Strategy Inc. | Add +98.5% | 0.47% | +0.33 |
| IBTK iShares Ibonds Dec 2030 Trea | New | 0.29% | +0.29 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.16% | +0.16 |
| TTEK Tetra Tech Inc. | New | 0.16% | +0.16 |
| CEG Constellation Energy | New | 0.15% | +0.15 |
| SNPS Synopsys Inc. | New | 0.15% | +0.15 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.14% | +0.14 |
| NOW ServiceNow Inc. | New | 0.12% | +0.12 |
| IBTG iShares Ibonds Dec 2026 Term | Add +174.3% | 0.19% | +0.12 |
| AMAT Applied Materials Inc. | New | 0.11% | +0.11 |
| ENTG Entegris Inc. | New | 0.10% | +0.10 |
| MARA Mara Holdings Inc. | New | 0.08% | +0.08 |
| RIOT Riot Platforms Inc. | Add +93.9% | 0.10% | +0.06 |
| IBTF iShares Ibonds Dec 2025 Term | Add +51.7% | 0.14% | +0.04 |
| QYLD Global X Nasd 100 Cov Call | Add +14.9% | 0.23% | +0.03 |
| EME Emcor Group Inc. | Add +2.2% | 1.09% | +0.03 |
| AMLP Alerian MLP ETF | Add +6.1% | 0.24% | +0.02 |
| ABT Abbott Laboratories | Add +0.5% | 0.12% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | Add +10.7% | 0.30% | +0.01 |
| ABBV Abbvie Inc. | Add +1.0% | 0.07% | −0.00 |
| XYL Xylem Inc. | Add +5.2% | 0.24% | −0.00 |
| UPS United Parcel Service Class B | Add +10.7% | 0.09% | −0.01 |
| ENPH Enphase Energy Inc. | Add +12.8% | 0.07% | −0.04 |
| FSLR First Solar Inc. | Add +2.0% | 0.20% | −0.08 |
| B Barrick Gold Corp. | Add +6.8% | 0.74% | −0.11 |
| MSFT Microsoft Corp. | Add +0.5% | 4.29% | −0.17 |
| HCA HCA Healthcare Inc. | Add +6.6% | 1.06% | −0.18 |
| LLY Eli Lilly & Co. | Add +1.7% | 3.67% | −0.19 |
| KLAC KLA Corp. | Add +3.5% | 4.26% | −0.24 |
| LMT Lockheed Martin Corp. | Add +1.2% | 1.66% | −0.68 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 77 | $369.5M | AVGO, KLAC, LLY, MSFT, CASY |
| Q1 2026 | 84 | $363.7M | KLAC, AVGO, B, LLY, HUBB |
| Q4 2025 | 84 | $357.9M | KLAC, LLY, B, AVGO, HUBB |
| Q3 2025 | 78 | $334.1M | AVGO, LLY, KLAC, MSFT, BLK |
| Q2 2025 | 78 | $318.1M | AVGO, KLAC, MSFT, INTU, BLK |
| Q1 2025 | 74 | $275.2M | INTU, MSFT, BLK, KLAC, PH |
| Q4 2024 | 76 | $295.1M | AVGO, BLK, PH, MSFT, KLAC |
| Q3 2024 | 66 | $282.0M | BLK, HUBB, KLAC, MSFT, PH |
| Q2 2024 | 61 | $266.4M | KLAC, MSFT, AAPL, BLK, PH |
| Q1 2024 | 58 | $242.9M | MSFT, PH, HUBB, KLAC, INTU |