$185 Million is the total value of EVEXIA WEALTH LLC's 38 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.