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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 $369,483,283
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 55,796 $21,885,005 5.92%
2.
Kla Corp
 KLAC 114,693 $20,960,127 5.67%
3.
Eli Lilly & Co
 LLY 17,648 $19,789,570 5.36%
4.
Microsoft Corp
 MSFT 35,762 $17,439,186 4.72%
5.
Caseys General Stores Inc
 CASY 20,164 $17,348,471 4.7%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.