• 13F History

EVEXIA WEALTH LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$275M
Signature - Title
Jenna Laws - Chief Compliance Officer
Location
Stevens Point, WI
Summary
This page shows a list of all the recent 13F filings made by EVEXIA WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EVEXIA WEALTH LLC reported 74 stock holdings with total value $275M as of Q1 2025. Top holdings included INTU, MSFT, BLK, KLAC, and PH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 74 $275M +$1.34M -$1.5M -$159K INTU, MSFT, BLK, KLAC, PH 13F-HR 4/11/2025, 10:13 AM
Q4 2024 76 $295M +$36.4M -$31.1M +$5.24M AVGO, BLK, PH, MSFT, KLAC 13F-HR 2/13/2025, 12:13 PM
Q3 2024 66 $282M +$22.3M -$18.5M +$3.83M BLK, HUBB, KLAC, MSFT, PH 13F-HR 10/10/2024, 11:27 AM
Q2 2024 61 $247M +$10.7M -$4.49M +$6.17M KLAC, MSFT, AAPL, BLK, PH 13F-HR 7/31/2024, 04:44 PM
Q1 2024 58 $243M +$25.2M -$25.6M -$308K MSFT, PH, HUBB, KLAC, INTU 13F-HR 5/3/2024, 10:03 AM
Q4 2023 55 $237M +$12.7M -$4.12M +$8.58M MSFT, KLAC, BLK, PH, ACN 13F-HR 2/6/2024, 04:23 PM
Q3 2023 49 $197M +$26.7M -$14.2M +$12.5M MSFT, UNH, AAPL, KLAC, BLK 13F-HR 10/30/2023, 09:47 AM
Q2 2023 45 $208M +$5.77M -$2.41M +$3.36M MSFT, AAPL, BLK, PH, KLAC 13F-HR 7/31/2023, 11:14 AM
Q1 2023 38 $185M MSFT, AAPL, BLK, UNH, PH 13F-HR 5/15/2023, 03:59 PM