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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 $275,188,358
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Intuit Inc.
 INTU 20,455 $12,200,760 4.43%
2.
Microsoft Corp
 MSFT 30,943 $12,082,741 4.39%
3.
Blackrock Inc
 13,401 $12,021,543 4.37%
4.
Kla Corp
 KLAC 16,849 $11,850,128 4.31%
5.
Parker-Hannifin Corp
 PH 19,330 $11,522,876 4.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)