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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 $236,689,008
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 30,989 $12,743,331 5.38%
2.
Kla Corp
 KLAC 19,638 $11,867,478 5.01%
3.
Blackrock Inc.
 BLK 14,428 $11,368,996 4.8%
4.
Parker Hannifin Corp
 PH 22,221 $11,340,483 4.79%
5.
Accenture Plc
 ACN 29,273 $10,917,281 4.61%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)