Evexia Wealth as of March 31, 2026
Portfolio Holdings for Evexia Wealth
Evexia Wealth holds 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kla Corp Com New (KLAC) | 6.1 | $22M | 13k | 1768.84 | |
| Broadcom (AVGO) | 6.0 | $22M | 57k | 379.75 | |
| Barrick Mng Corp Com Shs (B) | 4.8 | $17M | 404k | 43.02 | |
| Eli Lilly & Co. (LLY) | 4.6 | $17M | 18k | 929.56 | |
| Hubbell (HUBB) | 4.5 | $16M | 30k | 539.79 | |
| Casey's General Stores (CASY) | 4.1 | $15M | 20k | 734.99 | |
| Blackrock (BLK) | 3.9 | $14M | 14k | 1023.68 | |
| Microsoft Corporation (MSFT) | 3.7 | $14M | 35k | 384.37 | |
| Parker-Hannifin Corporation (PH) | 3.7 | $13M | 14k | 989.52 | |
| Intuit (INTU) | 3.3 | $12M | 32k | 369.44 | |
| Apple (AAPL) | 3.1 | $11M | 43k | 259.20 | |
| Republic Services (RSG) | 2.8 | $10M | 47k | 213.48 | |
| Ge Vernova (GEV) | 2.6 | $9.5M | 9.5k | 991.12 | |
| Williams-Sonoma (WSM) | 2.5 | $9.2M | 48k | 193.52 | |
| Chubb (CB) | 2.5 | $9.2M | 28k | 329.98 | |
| Northrop Grumman Corporation (NOC) | 2.5 | $9.1M | 13k | 681.29 | |
| Costco Wholesale Corporation (COST) | 2.5 | $9.1M | 9.3k | 980.87 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $9.1M | 29k | 313.68 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 2.4 | $8.7M | 446k | 19.57 | |
| Hca Holdings (HCA) | 2.4 | $8.7M | 18k | 497.41 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.0 | $7.4M | 17k | 435.36 | |
| Constellation Energy (CEG) | 1.9 | $6.9M | 24k | 291.73 | |
| Firstcash Holdings (FCFS) | 1.8 | $6.6M | 32k | 204.49 | |
| Stryker Corporation (SYK) | 1.7 | $6.3M | 18k | 347.24 | |
| Lowe's Companies (LOW) | 1.7 | $6.2M | 25k | 247.08 | |
| Emcor (EME) | 1.5 | $5.6M | 6.9k | 812.23 | |
| Broadridge Financial Solutions (BR) | 1.4 | $5.1M | 33k | 157.36 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.3 | $4.7M | 238k | 19.67 | |
| Reliance Steel & Aluminum (RS) | 1.2 | $4.4M | 13k | 324.36 | |
| Spdr Series Trust State Street Spd (BIL) | 1.2 | $4.3M | 47k | 91.49 | |
| Ishares Tr Ibonds 2026 Term (IBHF) | 1.0 | $3.7M | 164k | 22.87 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.0 | $3.6M | 57k | 63.90 | |
| EOG Resources (EOG) | 1.0 | $3.6M | 26k | 136.96 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.8 | $2.9M | 143k | 20.48 | |
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.8 | $2.9M | 152k | 18.73 | |
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.7 | $2.7M | 128k | 20.76 | |
| Ishares Tr Ibonds 2027 Term (IBHG) | 0.7 | $2.6M | 117k | 22.12 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.5 | $2.0M | 38k | 52.06 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.4 | $1.4M | 62k | 23.24 | |
| Quanta Services (PWR) | 0.4 | $1.4M | 2.4k | 595.86 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.3M | 6.0k | 223.26 | |
| Strategy Cl A New (MSTR) | 0.3 | $1.2M | 8.9k | 132.36 | |
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.3 | $1.1M | 68k | 16.81 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $1.1M | 11k | 103.62 | |
| ON Semiconductor (ON) | 0.3 | $947k | 13k | 71.02 | |
| Trane Technologies SHS (TT) | 0.3 | $924k | 2.0k | 472.94 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $870k | 580.00 | 1500.20 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $819k | 37k | 22.39 | |
| Morgan Stanley Com New (MS) | 0.2 | $796k | 4.4k | 181.13 | |
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $773k | 36k | 21.82 | |
| Nextpower Class A Com (NXT) | 0.2 | $739k | 6.6k | 111.55 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.2 | $716k | 34k | 20.99 | |
| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.2 | $648k | 28k | 22.92 | |
| Calamos Etf Tr Callmos Bit Stru (CBOJ) | 0.2 | $647k | 27k | 23.91 | |
| Eaton Corp SHS (ETN) | 0.2 | $647k | 1.6k | 403.36 | |
| Tetra Tech (TTEK) | 0.2 | $624k | 20k | 31.04 | |
| Ormat Technologies (ORA) | 0.2 | $610k | 5.4k | 112.29 | |
| First Solar (FSLR) | 0.2 | $589k | 2.9k | 200.35 | |
| Owens Corning (OC) | 0.2 | $580k | 4.9k | 118.32 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $565k | 25k | 22.24 | |
| Nextera Energy (NEE) | 0.2 | $555k | 6.0k | 92.30 | |
| Xylem (XYL) | 0.1 | $544k | 4.2k | 128.84 | |
| Synopsys (SNPS) | 0.1 | $505k | 1.2k | 417.77 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $451k | 1.7k | 267.37 | |
| Applied Materials (AMAT) | 0.1 | $432k | 1.1k | 395.77 | |
| Servicenow (NOW) | 0.1 | $421k | 4.7k | 89.06 | |
| Nvent Elec SHS (NVT) | 0.1 | $396k | 3.0k | 133.17 | |
| Albemarle Corporation (ALB) | 0.1 | $387k | 2.1k | 185.42 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $347k | 20k | 17.62 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $332k | 3.1k | 107.58 | |
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.1 | $320k | 14k | 22.52 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $314k | 1.0k | 299.97 | |
| Calamos Etf Tr Calamos Bit 80 S (CBTJ) | 0.1 | $284k | 15k | 19.55 | |
| Abbott Laboratories (ABT) | 0.1 | $278k | 2.8k | 100.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $265k | 824.00 | 321.33 | |
| United Parcel Svcs CL B (UPS) | 0.1 | $243k | 2.4k | 102.03 | |
| Abbvie (ABBV) | 0.1 | $227k | 1.1k | 206.47 | |
| NVIDIA Corporation (NVDA) | 0.1 | $225k | 1.2k | 189.38 | |
| Calamos Etf Tr Calamos Bit 90 S (CBXJ) | 0.1 | $224k | 11k | 21.20 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $222k | 483.00 | 458.96 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $203k | 328.00 | 618.97 | |
| Amazon (AMZN) | 0.1 | $202k | 841.00 | 239.89 | |
| Marathon Digital Holdings In (MARA) | 0.0 | $134k | 13k | 10.36 | |
| Twenty One Cap Com Shs Cl A (XXI) | 0.0 | $88k | 13k | 6.98 |
