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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 $295,125,341
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 61,849 $13,907,908 4.71%
2.
Blackrock Inc
 13,421 $13,314,146 4.51%
3.
Parker-Hannifin Corp
 PH 19,369 $13,247,447 4.48%
4.
Microsoft Corp
 MSFT 30,916 $12,667,928 4.29%
5.
Kla Corp
 KLAC 16,823 $12,578,816 4.26%
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)