EVEXIA WEALTH LLC

Q3 2025 13F-HR Holdings

Location
Stevens Point, WI
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
78
Total value ($000)
$334,070
Net value change ($000)
+16,002 (5.0%)
New positions
4
Sold out positions
4
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
B 8,145 168.3%
SYK 5,857 NEW
LLY 5,607 46.3%
UNH 3,441 71.2%
FCFS 3,353 NEW
HCA 1,829 32.8%
RSG 1,435 15.5%
NOC 1,307 18.9%
AAPL 1,234 12.1%
CASY 1,151 10.3%
Top Reduces (Value $000, Stocks/ETFs)
ROP -4,823 -100.0%
MCD -4,231 -100.0%
DOX -3,619 -100.0%
ACN -2,541 -28.0%
PH -2,501 -17.4%
NDSN -1,202 -22.7%
INTU -1,194 -7.9%
MSFT -923 -5.9%
JPM -728 -7.8%
BLK -677 -4.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type