Evexia Wealth LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Evexia Wealth LLC reported 74 stock positions worth $275.2 million. Its top holding was Intuit (INTU) at 4.4% of the portfolio, followed by Microsoft (MSFT, 4.4%) and BlackRock (BLK, 4.4%). Compared with Q4 2024, it sold out of 2, added to 43 and reduced 30. The biggest buy was Unitedhealth (UNH, shares +0%) and the biggest sale Williams-Sonoma (WSM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- STEVENS POINT, WI
- CIK
- 0001975710
- Portfolio Value
- $275.2M (Q1 2025)
- SEC Filing
- 0001951757-25-000301 ↗ filed Apr 11, 2025
Holdings Value
Holdings 74 stocks · $275.2M
| INTU Intuit Inc. | 4.43% | 20,455 | $12.2M | Reduce -0.3% |
| MSFT Microsoft Corp. | 4.39% | 30,943 | $12.1M | Add +0.1% |
| BLK BlackRock Inc. | 4.37% | 13,401 | $12.0M | Reduce -0.1% |
| KLAC KLA Corp. | 4.31% | 16,849 | $11.9M | Add +0.1% |
| PH Parker Hannifin Corp. | 4.19% | 19,330 | $11.5M | Reduce -0.2% |
| AVGO Broadcom Inc. | 4.14% | 61,492 | $11.4M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 4.09% | 11,657 | $11.3M | Reduce -0.8% |
| RSG Republic Services Inc. | 3.83% | 44,015 | $10.5M | Reduce -1.2% |
| HUBB Hubbell Inc. | 3.78% | 29,550 | $10.4M | Add +1.0% |
| UNH Unitedhealth Group Inc. | 3.77% | 17,937 | $10.4M | Add +0.3% |
| ACN Accenture PLC Class A | 3.49% | 32,001 | $9.6M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 3.38% | 12,326 | $9.3M | Reduce -0.1% |
| AAPL Apple Inc. | 3.37% | 46,652 | $9.3M | Reduce -0.3% |
| WSM Williams-Sonoma Inc. | 3.13% | 54,352 | $8.6M | Reduce -0.9% |
| CB Chubb Ltd. | 3.12% | 30,133 | $8.6M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 3.11% | 36,494 | $8.6M | Reduce -1.5% |
| NOC Northrop Grumman Corp. | 2.58% | 13,833 | $7.1M | Add +0.1% |
| CASY Casey's General Stores Inc. | 2.25% | 14,082 | $6.2M | Reduce -0.9% |
| LOW Lowe's Cos Inc. | 2.16% | 26,571 | $5.9M | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 1.86% | 11,102 | $5.1M | Add +0.7% |
| BSJP Invesco Bulletshares 2025 HY | 1.68% | 200,707 | $4.6M | Add +2.7% |
| ROP Roper Technologies Inc. | 1.68% | 8,346 | $4.6M | Reduce -0.7% |
| MCD McDonald's Corp. | 1.51% | 13,673 | $4.2M | Add +0.1% |
| APD Air Products & Chemicals Inc. | 1.36% | 13,817 | $3.7M | Reduce -0.3% |
| EOG EOG Resources Inc. | 1.32% | 31,735 | $3.6M | Reduce -0.4% |
| NDSN Nordson Corp. | 1.27% | 18,680 | $3.5M | Add +0.3% |
| GLD SPDR Gold Shares | 1.24% | 11,928 | $3.4M | Reduce -1.7% |
| RS Reliance Inc. | 1.22% | 12,024 | $3.4M | Reduce -0.3% |
| DOX Amdocs Ltd. | 1.22% | 39,327 | $3.4M | Reduce -0.5% |
| HCA HCA Healthcare Inc. | 1.20% | 9,758 | $3.3M | Add +0.1% |
| BSJQ Invesco Bulletshares 2026 HY | 1.20% | 142,933 | $3.3M | Add +3.2% |
| FBTC Fidelity Wise Origin Bitcoin | 1.01% | 38,526 | $2.8M | Add +1.3% |
| EME Emcor Group Inc. | 0.99% | 6,982 | $2.7M | Reduce -0.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.97% | 136,441 | $2.7M | Add +2.7% |
| BDX Becton Dickinson and Co. | 0.89% | 11,639 | $2.4M | Reduce -4.3% |
| B Barrick Gold Corp. | 0.87% | 127,631 | $2.4M | Reduce -0.2% |
| BSCT Invesco Bulletshares 2029 CB | 0.86% | 128,152 | $2.4M | Add +2.2% |
| BSCR Invesco Bulletshares 2027 CB | 0.85% | 119,746 | $2.3M | Add +2.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.83% | 112,144 | $2.3M | Add +2.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.68% | 18,278 | $1.9M | Add +2.6% |
| BSCU Invesco Bulletshares 2030 CB | 0.56% | 92,429 | $1.5M | Add +2.4% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.48% | 61,116 | $1.3M | Add +2.1% |
| IBTH iShares Ibonds Dec 2027 Term | 0.48% | 58,855 | $1.3M | Add +2.8% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.47% | 4,356 | $1.3M | Add +3.1% |
| HSY The Hershey Co. | 0.45% | 7,591 | $1.2M | Reduce -7.2% |
| NOBL Proshares S&P 500 Dividend A | 0.37% | 10,662 | $1.0M | Add +19.7% |
| BSCP Invesco Bulletshares 2025 CB | 0.32% | 43,179 | $893K | Add +3.3% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.32% | 44,999 | $880K | Add +2.3% |
| TT Trane Technologies PLC | 0.25% | 2,025 | $694K | Add +0.1% |
| AMLP Alerian MLP ETF | 0.24% | 14,100 | $665K | Add +3.0% |
| MS Morgan Stanley | 0.24% | 5,907 | $660K | Reduce -0.2% |
| QYLD Global X Nasd 100 Cov Call | 0.23% | 38,115 | $632K | Add +5.5% |
| ORA Ormat Technologies Inc. | 0.22% | 8,750 | $608K | Reduce -0.2% |
| IBTG iShares Ibonds Dec 2026 Term | 0.21% | 25,753 | $589K | Add +3.0% |
| XYL Xylem Inc. | 0.21% | 5,312 | $587K | Reduce -0.6% |
| NEE Nextera Energy Inc. | 0.19% | 7,602 | $514K | Add +0.1% |
| FSLR First Solar Inc. | 0.17% | 3,523 | $457K | Add +1.2% |
| TIP iShares Tips Bond ETF | 0.16% | 4,056 | $443K | Add +2.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.16% | 636 | $437K | Reduce -1.7% |
| IBTI iShares Ibonds Dec 2028 Term | 0.16% | 19,287 | $428K | Add +2.0% |
| TTEK Tetra Tech Inc. | 0.15% | 14,060 | $420K | Add +2.1% |
| IBTF iShares Ibonds Dec 2025 Term | 0.15% | 17,826 | $416K | Add +2.7% |
| SNPS Synopsys Inc. | 0.14% | 880 | $377K | Add +5.1% |
| ABT Abbott Laboratories | 0.13% | 2,712 | $344K | Add +0.4% |
| WEC WEC Energy Group Inc. | 0.12% | 3,158 | $330K | No change |
| ON On Semiconductor | 0.12% | 8,274 | $324K | Add +1.6% |
| NOW ServiceNow Inc. | 0.11% | 374 | $309K | Add +6.0% |
| CEG Constellation Energy | 0.11% | 1,423 | $307K | Reduce -0.5% |
| OC Owens Corning | 0.11% | 2,141 | $303K | Add +0.1% |
| AMAT Applied Materials Inc. | 0.10% | 1,795 | $269K | Add +3.4% |
| UPS United Parcel Service Class B | 0.08% | 2,341 | $233K | Reduce -0.4% |
| ENTG Entegris Inc. | 0.08% | 2,798 | $220K | Add +6.3% |
| RIOT Riot Platforms Inc. | 0.08% | 28,304 | $209K | Add +10.4% |
| MARA Mara Holdings Inc. | 0.07% | 15,908 | $196K | Add +16.8% |
Portfolio Sells Q4 2024 → Q1 2025
| WSM Williams-Sonoma Inc. | Reduce -0.9% | 3.13% | −0.73 |
| ACN Accenture PLC Class A | Reduce -0.2% | 3.49% | −0.70 |
| AVGO Broadcom Inc. | Reduce -0.6% | 4.14% | −0.58 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 3.11% | −0.35 |
| PH Parker Hannifin Corp. | Reduce -0.2% | 4.19% | −0.30 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 3.38% | −0.30 |
| AAPL Apple Inc. | Reduce -0.3% | 3.37% | −0.24 |
| BLK BlackRock Inc. | Reduce -0.1% | 4.37% | −0.14 |
| LOW Lowe's Cos Inc. | Reduce -0.2% | 2.16% | −0.12 |
| EME Emcor Group Inc. | Reduce -0.1% | 0.99% | −0.10 |
| APD Air Products & Chemicals Inc. | Reduce -0.3% | 1.36% | −0.10 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 4.09% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -4.3% | 0.89% | −0.06 |
| EOG EOG Resources Inc. | Reduce -0.4% | 1.32% | −0.05 |
| MS Morgan Stanley | Reduce -0.2% | 0.24% | −0.04 |
| CEG Constellation Energy | Reduce -0.5% | 0.11% | −0.04 |
| XYL Xylem Inc. | Reduce -0.6% | 0.21% | −0.02 |
| UPS United Parcel Service Class B | Reduce -0.4% | 0.08% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.7% | 0.16% | −0.00 |
| HSY The Hershey Co. | Reduce -7.2% | 0.45% | +0.02 |
| ORA Ormat Technologies Inc. | Reduce -0.2% | 0.22% | +0.03 |
| ROP Roper Technologies Inc. | Reduce -0.7% | 1.68% | +0.05 |
| RS Reliance Inc. | Reduce -0.3% | 1.22% | +0.07 |
| DOX Amdocs Ltd. | Reduce -0.5% | 1.22% | +0.07 |
| B Barrick Gold Corp. | Reduce -0.2% | 0.87% | +0.13 |
| GLD SPDR Gold Shares | Reduce -1.7% | 1.24% | +0.15 |
| CASY Casey's General Stores Inc. | Reduce -0.9% | 2.25% | +0.19 |
| CB Chubb Ltd. | Reduce -0.2% | 3.12% | +0.35 |
| INTU Intuit Inc. | Reduce -0.3% | 4.43% | +0.41 |
| RSG Republic Services Inc. | Reduce -1.2% | 3.83% | +0.49 |
Portfolio Buys Q4 2024 → Q1 2025
| UNH Unitedhealth Group Inc. | Add +0.3% | 3.77% | +0.58 |
| NOC Northrop Grumman Corp. | Add +0.1% | 2.58% | +0.38 |
| LMT Lockheed Martin Corp. | Add +0.7% | 1.86% | +0.20 |
| BSJP Invesco Bulletshares 2025 HY | Add +2.7% | 1.68% | +0.15 |
| MCD McDonald's Corp. | Add +0.1% | 1.51% | +0.15 |
| HCA HCA Healthcare Inc. | Add +0.1% | 1.20% | +0.14 |
| MSFT Microsoft Corp. | Add +0.1% | 4.39% | +0.10 |
| BSJQ Invesco Bulletshares 2026 HY | Add +3.2% | 1.20% | +0.10 |
| BSCQ Invesco Bulletshares 2026 CB | Add +2.7% | 0.97% | +0.09 |
| BSCR Invesco Bulletshares 2027 CB | Add +2.5% | 0.85% | +0.08 |
| BSCT Invesco Bulletshares 2029 CB | Add +2.2% | 0.86% | +0.08 |
| BSCS Invesco Bulletshares 2028 CB | Add +2.3% | 0.83% | +0.08 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.6% | 0.68% | +0.07 |
| NOBL Proshares S&P 500 Dividend A | Add +19.7% | 0.37% | +0.07 |
| BSCU Invesco Bulletshares 2030 CB | Add +2.4% | 0.56% | +0.05 |
| IBTH iShares Ibonds Dec 2027 Term | Add +2.8% | 0.48% | +0.05 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +2.1% | 0.48% | +0.05 |
| KLAC KLA Corp. | Add +0.1% | 4.31% | +0.04 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +2.3% | 0.32% | +0.03 |
| BSCP Invesco Bulletshares 2025 CB | Add +3.3% | 0.32% | +0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Add +3.0% | 0.21% | +0.02 |
| TIP iShares Tips Bond ETF | Add +2.9% | 0.16% | +0.02 |
| IBTI iShares Ibonds Dec 2028 Term | Add +2.0% | 0.16% | +0.01 |
| IBTF iShares Ibonds Dec 2025 Term | Add +2.7% | 0.15% | +0.01 |
| NEE Nextera Energy Inc. | Add +0.1% | 0.19% | +0.01 |
| TT Trane Technologies PLC | Add +0.1% | 0.25% | +0.01 |
| ABT Abbott Laboratories | Add +0.4% | 0.13% | +0.01 |
| QYLD Global X Nasd 100 Cov Call | Add +5.5% | 0.23% | +0.00 |
| MSTR Strategy Inc. | Add +3.1% | 0.47% | +0.00 |
| AMLP Alerian MLP ETF | Add +3.0% | 0.24% | −0.00 |
| TTEK Tetra Tech Inc. | Add +2.1% | 0.15% | −0.00 |
| MARA Mara Holdings Inc. | Add +16.8% | 0.07% | −0.01 |
| AMAT Applied Materials Inc. | Add +3.4% | 0.10% | −0.01 |
| NOW ServiceNow Inc. | Add +6.0% | 0.11% | −0.01 |
| SNPS Synopsys Inc. | Add +5.1% | 0.14% | −0.01 |
| ENTG Entegris Inc. | Add +6.3% | 0.08% | −0.02 |
| OC Owens Corning | Add +0.1% | 0.11% | −0.02 |
| ON On Semiconductor | Add +1.6% | 0.12% | −0.02 |
| RIOT Riot Platforms Inc. | Add +10.4% | 0.08% | −0.03 |
| FSLR First Solar Inc. | Add +1.2% | 0.17% | −0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Add +1.3% | 1.01% | −0.07 |
| NDSN Nordson Corp. | Add +0.3% | 1.27% | −0.08 |
| HUBB Hubbell Inc. | Add +1.0% | 3.78% | −0.20 |
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 |