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Home > Institutional Investor > Evexia Wealth Llc > Profile

Instuitional Investor - Evexia Wealth Llc

Fund Profile
Filing Period:
Fund Name: Evexia Wealth Llc
Portfolio Value $318,068,027
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 62,558 $17,725,258 5.57%
2.
Kla Corp
 KLAC 17,829 $16,600,810 5.22%
3.
Microsoft Corp
 MSFT 30,876 $15,748,467 4.95%
4.
Intuit Inc.
 INTU 20,092 $15,121,898 4.75%
5.
Blackrock Inc
 13,418 $14,808,345 4.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)