Evexia Wealth LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Evexia Wealth LLC reported 78 stock positions worth $318.1 million. Its top holding was Broadcom (AVGO) at 5.6% of the portfolio, followed by KLA (KLAC, 5.2%) and Microsoft (MSFT, 5.0%). Compared with Q1 2025, it opened 10 new positions, sold out of 6, added to 38 and reduced 29. The biggest buy was a new position in SS SPDR BB 1-3M T-Bill ETF (BIL) and the biggest sale Unitedhealth (UNH, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- STEVENS POINT, WI
- CIK
- 0001975710
- Portfolio Value
- $318.1M (Q2 2025)
- SEC Filing
- 0001951757-25-000938 ↗ filed Jul 23, 2025
Holdings Value
Holdings 78 stocks · $318.1M
| AVGO Broadcom Inc. | 5.57% | 62,558 | $17.7M | Add +1.7% |
| KLAC KLA Corp. | 5.22% | 17,829 | $16.6M | Add +5.8% |
| MSFT Microsoft Corp. | 4.95% | 30,876 | $15.7M | Reduce -0.2% |
| INTU Intuit Inc. | 4.75% | 20,092 | $15.1M | Reduce -1.8% |
| BLK BlackRock Inc. | 4.66% | 13,418 | $14.8M | Add +0.1% |
| HUBB Hubbell Inc. | 4.59% | 33,945 | $14.6M | Add +14.9% |
| PH Parker Hannifin Corp. | 4.51% | 19,874 | $14.4M | Add +2.8% |
| LLY Eli Lilly & Co. | 3.81% | 15,699 | $12.1M | Add +27.4% |
| CASY Casey's General Stores Inc. | 3.51% | 21,859 | $11.2M | Add +55.2% |
| AAPL Apple Inc. | 3.20% | 48,185 | $10.2M | Add +3.3% |
| COST Costco Wholesale Corp. | 2.95% | 9,879 | $9.4M | Reduce -15.3% |
| JPM JPMorgan Chase & Co. | 2.94% | 32,081 | $9.3M | Reduce -12.1% |
| RSG Republic Services Inc. | 2.90% | 38,400 | $9.2M | Reduce -12.8% |
| ACN Accenture PLC Class A | 2.85% | 32,150 | $9.1M | Add +0.5% |
| CB Chubb Ltd. | 2.74% | 31,826 | $8.7M | Add +5.6% |
| WSM Williams-Sonoma Inc. | 2.60% | 48,490 | $8.3M | Reduce -10.8% |
| NOC Northrop Grumman Corp. | 2.18% | 13,353 | $6.9M | Reduce -3.5% |
| LOW Lowe's Cos Inc. | 1.76% | 25,571 | $5.6M | Reduce -3.8% |
| HCA HCA Healthcare Inc. | 1.75% | 15,457 | $5.6M | Add +58.4% |
| NDSN Nordson Corp. | 1.66% | 24,391 | $5.3M | Add +30.6% |
| EME Emcor Group Inc. | 1.62% | 9,092 | $5.1M | Add +30.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.58% | 54,943 | $5.0M | New |
| B Barrick Mining Corp. | 1.52% | 233,495 | $4.8M | Add +83.0% |
| UNH Unitedhealth Group Inc. | 1.52% | 17,107 | $4.8M | Reduce -4.6% |
| ROP Roper Technologies Inc. | 1.52% | 8,853 | $4.8M | Add +6.1% |
| BR Broadridge Financial Solutio | 1.50% | 19,984 | $4.8M | New |
| GLD SPDR Gold Shares | 1.38% | 14,239 | $4.4M | Add +19.4% |
| MCD McDonald's Corp. | 1.33% | 14,242 | $4.2M | Add +4.2% |
| RS Reliance Inc. | 1.28% | 12,135 | $4.1M | Add +0.9% |
| FBTC Fidelity Wise Origin Bitcoin | 1.24% | 38,493 | $3.9M | Reduce -0.1% |
| EOG EOG Resources Inc. | 1.18% | 31,866 | $3.8M | Add +0.4% |
| DOX Amdocs Ltd. | 1.14% | 40,468 | $3.6M | Add +2.9% |
| BSJR Invesco Bulletshares 2027 HY | 1.06% | 148,242 | $3.4M | New |
| BSJP Invesco Bulletshares 2025 HY | 0.98% | 135,250 | $3.1M | Reduce -32.6% |
| BSCU Invesco Bulletshares 2030 CB | 0.98% | 185,311 | $3.1M | Add +100.5% |
| BSJQ Invesco Bulletshares 2026 HY | 0.94% | 127,384 | $3.0M | Reduce -10.9% |
| BSCT Invesco Bulletshares 2029 CB | 0.85% | 143,785 | $2.7M | Add +12.2% |
| BSCS Invesco Bulletshares 2028 CB | 0.61% | 95,332 | $2.0M | Reduce -15.0% |
| BSCP Invesco Bulletshares 2025 CB | 0.58% | 88,611 | $1.8M | Add +105.2% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.58% | 4,328 | $1.8M | Reduce -0.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.52% | 84,248 | $1.6M | Reduce -38.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.50% | 80,757 | $1.6M | Reduce -32.6% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.44% | 71,419 | $1.4M | Add +58.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.40% | 12,397 | $1.3M | Reduce -32.2% |
| TIDAL TRUST II | 0.37% | 53,800 | $1.2M | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.34% | 46,916 | $1.1M | Add +163.2% |
| AMLP Alerian MLP ETF | 0.28% | 18,318 | $900K | Add +29.9% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 4,253 | $877K | New |
| IBTJ iShares Ibonds Dec 2029 Term | 0.25% | 36,612 | $797K | Reduce -40.1% |
| TT Trane Technologies PLC | 0.25% | 1,765 | $790K | Reduce -12.8% |
| ON On Semiconductor | 0.24% | 12,606 | $765K | Add +52.4% |
| MS Morgan Stanley | 0.22% | 5,044 | $710K | Reduce -14.6% |
| TTEK Tetra Tech Inc. | 0.22% | 18,340 | $700K | Add +30.4% |
| SNPS Synopsys Inc. | 0.21% | 1,163 | $680K | Add +32.2% |
| FSLR First Solar Inc. | 0.21% | 3,790 | $666K | Add +7.6% |
| XYL Xylem Inc. | 0.20% | 4,877 | $647K | Reduce -8.2% |
| PWR Quanta Services Inc. | 0.19% | 1,497 | $604K | New |
| ORA Ormat Technologies Inc. | 0.19% | 6,603 | $593K | Reduce -24.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 761 | $559K | Add +19.6% |
| CEG Constellation Energy | 0.17% | 1,703 | $547K | Add +19.7% |
| IBTH iShares Ibonds Dec 2027 Term | 0.17% | 23,820 | $534K | Reduce -59.5% |
| IBTI iShares Ibonds Dec 2028 Term | 0.16% | 22,183 | $493K | Add +15.0% |
| NOW ServiceNow Inc. | 0.15% | 504 | $486K | Add +34.8% |
| NEE Nextera Energy Inc. | 0.15% | 6,245 | $474K | Reduce -17.9% |
| AMAT Applied Materials Inc. | 0.13% | 2,251 | $429K | Add +25.4% |
| OC Owens Corning | 0.11% | 2,470 | $346K | Add +15.4% |
| ENTG Entegris Inc. | 0.11% | 3,805 | $345K | Add +36.0% |
| ABT Abbott Laboratories | 0.11% | 2,724 | $337K | Add +0.4% |
| IBTG iShares Ibonds Dec 2026 Term | 0.10% | 14,431 | $330K | Reduce -44.0% |
| QYLD Global X Nasd 100 Cov Call | 0.09% | 16,895 | $283K | Reduce -55.7% |
| XYZ Block Inc. | 0.08% | 3,674 | $268K | New |
| NVDA Nvidia Corp. | 0.08% | 1,432 | $247K | New |
| UPS United Parcel Service Class B | 0.07% | 2,341 | $232K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.07% | 627 | $208K | New |
| NOBL Proshares S&P 500 Dividend A | 0.06% | 2,011 | $206K | Reduce -81.1% |
| ABBV Abbvie Inc. | 0.06% | 1,075 | $203K | New |
| RIOT Riot Platforms Inc. | 0.06% | 14,559 | $202K | Reduce -48.6% |
| MARA Mara Holdings Inc. | 0.06% | 10,047 | $196K | Reduce -36.8% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -4.6% | 1.52% | −2.25 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −1.86 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −1.36 |
| COST Costco Wholesale Corp. | Reduce -15.3% | 2.95% | −1.14 |
| RSG Republic Services Inc. | Reduce -12.8% | 2.90% | −0.92 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.89 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -32.6% | 0.98% | −0.70 |
| WSM Williams-Sonoma Inc. | Reduce -10.8% | 2.60% | −0.53 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.45 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -38.3% | 0.52% | −0.45 |
| NOC Northrop Grumman Corp. | Reduce -3.5% | 2.18% | −0.40 |
| LOW Lowe's Cos Inc. | Reduce -3.8% | 1.76% | −0.39 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -32.6% | 0.50% | −0.35 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -59.5% | 0.17% | −0.31 |
| NOBL Proshares S&P 500 Dividend A | Reduce -81.1% | 0.06% | −0.31 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -32.2% | 0.40% | −0.28 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -10.9% | 0.94% | −0.26 |
| IBTJ iShares Ibonds Dec 2029 Term | Reduce -40.1% | 0.25% | −0.23 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -15.0% | 0.61% | −0.21 |
| JPM JPMorgan Chase & Co. | Reduce -12.1% | 2.94% | −0.17 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.16 |
| QYLD Global X Nasd 100 Cov Call | Reduce -55.7% | 0.09% | −0.14 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.12 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -44.0% | 0.10% | −0.11 |
| NEE Nextera Energy Inc. | Reduce -17.9% | 0.15% | −0.04 |
| ORA Ormat Technologies Inc. | Reduce -24.5% | 0.19% | −0.03 |
| MS Morgan Stanley | Reduce -14.6% | 0.22% | −0.02 |
| RIOT Riot Platforms Inc. | Reduce -48.6% | 0.06% | −0.01 |
| XYL Xylem Inc. | Reduce -8.2% | 0.20% | −0.01 |
| MARA Mara Holdings Inc. | Reduce -36.8% | 0.06% | −0.01 |
| TT Trane Technologies PLC | Reduce -12.8% | 0.25% | −0.00 |
| MSTR Strategy Inc. | Reduce -0.6% | 0.58% | +0.11 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -0.1% | 1.24% | +0.23 |
| INTU Intuit Inc. | Reduce -1.8% | 4.75% | +0.32 |
| MSFT Microsoft Corp. | Reduce -0.2% | 4.95% | +0.56 |
Portfolio Buys Q1 2025 → Q2 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 1.58% | +1.58 |
| BR Broadridge Financial Solutio | New | 1.50% | +1.50 |
| AVGO Broadcom Inc. | Add +1.7% | 5.57% | +1.44 |
| CASY Casey's General Stores Inc. | Add +55.2% | 3.51% | +1.26 |
| BSJR Invesco Bulletshares 2027 HY | New | 1.06% | +1.06 |
| KLAC KLA Corp. | Add +5.8% | 5.22% | +0.91 |
| HUBB Hubbell Inc. | Add +14.9% | 4.59% | +0.81 |
| B Barrick Mining Corp. | Add +83.0% | 1.52% | +0.65 |
| EME Emcor Group Inc. | Add +30.2% | 1.62% | +0.62 |
| HCA HCA Healthcare Inc. | Add +58.4% | 1.75% | +0.55 |
| LLY Eli Lilly & Co. | Add +27.4% | 3.81% | +0.43 |
| BSCU Invesco Bulletshares 2030 CB | Add +100.5% | 0.98% | +0.42 |
| NDSN Nordson Corp. | Add +30.6% | 1.66% | +0.39 |
| TIDAL TRUST II | New | 0.37% | +0.37 |
| PH Parker Hannifin Corp. | Add +2.8% | 4.51% | +0.33 |
| BLK BlackRock Inc. | Add +0.1% | 4.66% | +0.29 |
| VIG Vanguard Dividend Apprec ETF | New | 0.28% | +0.28 |
| BSCP Invesco Bulletshares 2025 CB | Add +105.2% | 0.58% | +0.25 |
| IBTF iShares Ibonds Dec 2025 Term | Add +163.2% | 0.34% | +0.19 |
| PWR Quanta Services Inc. | New | 0.19% | +0.19 |
| GLD SPDR Gold Shares | Add +19.4% | 1.38% | +0.14 |
| ON On Semiconductor | Add +52.4% | 0.24% | +0.12 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +58.7% | 0.44% | +0.12 |
| XYZ Block Inc. | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | New | 0.08% | +0.08 |
| SNPS Synopsys Inc. | Add +32.2% | 0.21% | +0.08 |
| TTEK Tetra Tech Inc. | Add +30.4% | 0.22% | +0.07 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | New | 0.06% | +0.06 |
| CEG Constellation Energy | Add +19.7% | 0.17% | +0.06 |
| RS Reliance Inc. | Add +0.9% | 1.28% | +0.06 |
| FSLR First Solar Inc. | Add +7.6% | 0.21% | +0.04 |
| AMLP Alerian MLP ETF | Add +29.9% | 0.28% | +0.04 |
| NOW ServiceNow Inc. | Add +34.8% | 0.15% | +0.04 |
| AMAT Applied Materials Inc. | Add +25.4% | 0.13% | +0.04 |
| ENTG Entegris Inc. | Add +36.0% | 0.11% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +19.6% | 0.18% | +0.02 |
| IBTI iShares Ibonds Dec 2028 Term | Add +15.0% | 0.16% | −0.00 |
| OC Owens Corning | Add +15.4% | 0.11% | −0.00 |
| BSCT Invesco Bulletshares 2029 CB | Add +12.2% | 0.85% | −0.02 |
| ABT Abbott Laboratories | Add +0.4% | 0.11% | −0.02 |
| DOX Amdocs Ltd. | Add +2.9% | 1.14% | −0.08 |
| EOG EOG Resources Inc. | Add +0.4% | 1.18% | −0.14 |
| ROP Roper Technologies Inc. | Add +6.1% | 1.52% | −0.16 |
| AAPL Apple Inc. | Add +3.3% | 3.20% | −0.17 |
| MCD McDonald's Corp. | Add +4.2% | 1.33% | −0.18 |
| CB Chubb Ltd. | Add +5.6% | 2.74% | −0.37 |
| ACN Accenture PLC Class A | Add +0.5% | 2.85% | −0.63 |
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 |