Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 3 | Q3 2023 | 5.5% |
APPLE INC | 3 | Q3 2023 | 5.2% |
BLACKROCK INC | 3 | Q3 2023 | 4.9% |
UNITEDHEALTH GROUP INC | 3 | Q3 2023 | 4.9% |
KLA CORP | 3 | Q3 2023 | 4.6% |
PARKER-HANNIFIN CORP | 3 | Q3 2023 | 4.7% |
ACCENTURE PLC IRELAND | 3 | Q3 2023 | 4.4% |
NORTHROP GRUMMAN CORP | 3 | Q3 2023 | 4.2% |
INTUIT | 3 | Q3 2023 | 4.0% |
JPMORGAN CHASE & CO | 3 | Q3 2023 | 4.0% |
View EVEXIA WEALTH LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-02-06 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-15 |
View EVEXIA WEALTH LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.