13F Filings History of EVEXIA WEALTH LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$357,903,445
Signature - Title
Jenna Laws - Chief Compliance Officer
Location
Stevens Point, WI
Summary
This page shows a list of all the recent 13F filings made by EVEXIA WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EVEXIA WEALTH LLC reported 84 stock holdings with total value $357,903,445 as of Q4 2025. Top holdings included KLAC, LLY, B, AVGO, and HUBB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 84 $357,903,445 +$27,035,498 -$28,839,421 -$1,803,923 KLAC, LLY, B, AVGO, HUBB 13F-HR 16 Jan 2026, 16:30
Q3 2025 78 $334,070,471 +$31,491,797 -$31,450,363 +$41,434 AVGO, LLY, KLAC, MSFT, BLK 13F-HR 12 Nov 2025, 09:49
Q2 2025 78 $318,068,027 +$43,751,657 -$30,402,324 +$13,349,333 AVGO, KLAC, MSFT, INTU, BLK 13F-HR 23 Jul 2025, 09:03
Q1 2025 74 $275,188,358 +$1,337,956 -$1,497,285 -$159,329 INTU, MSFT, BLK, KLAC, PH 13F-HR 11 Apr 2025, 10:13
Q4 2024 76 $294,682,341 +$36,376,826 -$31,132,715 +$5,244,111 AVGO, BLK, PH, MSFT, KLAC 13F-HR 13 Feb 2025, 12:13
Q3 2024 66 $282,029,147 +$22,307,480 -$18,477,746 +$3,829,734 BLK, HUBB, KLAC, MSFT, PH 13F-HR 10 Oct 2024, 11:27
Q2 2024 61 $246,543,327 +$10,667,092 -$4,494,077 +$6,173,015 KLAC, MSFT, AAPL, BLK, PH 13F-HR 31 Jul 2024, 16:44
Q1 2024 58 $242,918,171 +$25,243,019 -$25,551,163 -$308,144 MSFT, PH, HUBB, KLAC, INTU 13F-HR 03 May 2024, 10:03
Q4 2023 56 $236,684,398 +$12,708,165 -$4,124,916 +$8,583,249 MSFT, KLAC, BLK, PH, ACN 13F-HR 06 Feb 2024, 16:23
Q3 2023 50 $197,496,023 +$26,705,735 -$23,869,365 +$2,836,370 MSFT, UNH, AAPL, KLAC, BLK 13F-HR 30 Oct 2023, 09:47
Q2 2023 45 $208,223,449 +$5,770,932 -$2,407,208 +$3,363,724 MSFT, AAPL, BLK, PH, KLAC 13F-HR 31 Jul 2023, 11:14
Q1 2023 38 $185,488,268 $0 $0 $0 MSFT, AAPL, BLK, UNH, PH 13F-HR 15 May 2023, 15:59