Evexia Wealth

Evexia Wealth as of March 31, 2025

Portfolio Holdings for Evexia Wealth

Evexia Wealth holds 74 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intuit (INTU) 4.4 $12M 21k 596.47
Microsoft Corporation (MSFT) 4.4 $12M 31k 390.48
Blackrock (BLK) 4.4 $12M 13k 897.06
Kla Corp Com New (KLAC) 4.3 $12M 17k 703.31
Parker-Hannifin Corporation (PH) 4.2 $12M 19k 596.11
Broadcom (AVGO) 4.1 $11M 62k 185.15
Costco Wholesale Corporation (COST) 4.1 $11M 12k 965.22
Republic Services (RSG) 3.8 $11M 44k 239.26
Hubbell (HUBB) 3.8 $10M 30k 351.95
UnitedHealth (UNH) 3.8 $10M 18k 578.51
Accenture Plc Ireland Shs Class A (ACN) 3.5 $9.6M 32k 299.94
Eli Lilly & Co. (LLY) 3.4 $9.3M 12k 753.69
Apple (AAPL) 3.4 $9.3M 47k 198.85
Williams-Sonoma (WSM) 3.1 $8.6M 54k 158.25
Chubb (CB) 3.1 $8.6M 30k 284.62
JPMorgan Chase & Co. (JPM) 3.1 $8.6M 37k 234.34
Northrop Grumman Corporation (NOC) 2.6 $7.1M 14k 512.29
Casey's General Stores (CASY) 2.3 $6.2M 14k 439.74
Lowe's Companies (LOW) 2.2 $5.9M 27k 223.20
Lockheed Martin Corporation (LMT) 1.9 $5.1M 11k 462.24
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 1.7 $4.6M 201k 23.05
Roper Industries (ROP) 1.7 $4.6M 8.3k 553.75
McDonald's Corporation (MCD) 1.5 $4.2M 14k 303.95
Air Products & Chemicals (APD) 1.4 $3.7M 14k 270.19
EOG Resources (EOG) 1.3 $3.6M 32k 114.05
Nordson Corporation (NDSN) 1.3 $3.5M 19k 187.29
Spdr Gold Tr Gold Shs (GLD) 1.2 $3.4M 12k 285.38
Reliance Steel & Aluminum (RS) 1.2 $3.4M 12k 280.29
Amdocs SHS (DOX) 1.2 $3.4M 39k 85.32
Hca Holdings (HCA) 1.2 $3.3M 9.8k 338.52
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.2 $3.3M 143k 23.05
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.0 $2.8M 39k 71.89
Emcor (EME) 1.0 $2.7M 7.0k 391.01
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.0 $2.7M 136k 19.49
Becton, Dickinson and (BDX) 0.9 $2.4M 12k 209.35
Barrick Gold Corp (GOLD) 0.9 $2.4M 128k 18.80
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.9 $2.4M 128k 18.48
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.9 $2.3M 120k 19.58
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.8 $2.3M 112k 20.34
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.9M 18k 102.73
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.6 $1.5M 92k 16.53
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.5 $1.3M 61k 21.68
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.5 $1.3M 59k 22.40
Microstrategy Cl A New (MSTR) 0.5 $1.3M 4.4k 296.86
Hershey Company (HSY) 0.5 $1.2M 7.6k 164.15
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $1.0M 11k 96.37
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $893k 43k 20.68
Ishares Tr Ibond Dec 2030 (IBTK) 0.3 $880k 45k 19.56
Trane Technologies SHS (TT) 0.3 $694k 2.0k 342.80
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $665k 14k 47.17
Morgan Stanley Com New (MS) 0.2 $660k 5.9k 111.70
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $632k 38k 16.58
Ormat Technologies (ORA) 0.2 $608k 8.8k 69.45
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $590k 26k 22.89
Xylem (XYL) 0.2 $587k 5.3k 110.51
Nextera Energy (NEE) 0.2 $514k 7.6k 67.58
First Solar (FSLR) 0.2 $457k 3.5k 129.63
Ishares Tr Tips Bd Etf (TIP) 0.2 $443k 4.1k 109.23
Asml Holding N V N Y Registry Shs (ASML) 0.2 $437k 636.00 687.26
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.2 $428k 19k 22.18
Tetra Tech (TTEK) 0.2 $420k 14k 29.87
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.2 $416k 18k 23.33
Synopsys (SNPS) 0.1 $377k 880.00 428.70
Abbott Laboratories (ABT) 0.1 $345k 2.7k 127.03
Wec Energy Group (WEC) 0.1 $330k 3.2k 104.36
ON Semiconductor (ON) 0.1 $324k 8.3k 39.20
Servicenow (NOW) 0.1 $309k 374.00 825.95
Constellation Energy (CEG) 0.1 $307k 1.4k 215.47
Owens Corning (OC) 0.1 $303k 2.1k 141.30
Applied Materials (AMAT) 0.1 $269k 1.8k 149.70
United Parcel Service CL B (UPS) 0.1 $233k 2.3k 99.67
Entegris (ENTG) 0.1 $220k 2.8k 78.47
Riot Blockchain (RIOT) 0.1 $209k 28k 7.38
Marathon Digital Holdings In (MARA) 0.1 $196k 16k 12.31