0001951757-24-000218.txt : 20240206
0001951757-24-000218.hdr.sgml : 20240206
20240206162301
ACCESSION NUMBER: 0001951757-24-000218
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240206
DATE AS OF CHANGE: 20240206
EFFECTIVENESS DATE: 20240206
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: EVEXIA WEALTH LLC
CENTRAL INDEX KEY: 0001975710
ORGANIZATION NAME:
IRS NUMBER: 364903334
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23258
FILM NUMBER: 24600574
BUSINESS ADDRESS:
STREET 1: 1265 MAIN STREET
STREET 2: SUITE 105
CITY: STEVENS POINT
STATE: WI
ZIP: 54481
BUSINESS PHONE: 715-344-9496
MAIL ADDRESS:
STREET 1: 1265 MAIN STREET
STREET 2: SUITE 105
CITY: STEVENS POINT
STATE: WI
ZIP: 54481
13F-HR
1
primary_doc.xml
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0001975710
XXXXXXXX
12-31-2023
12-31-2023
EVEXIA WEALTH LLC
1265 MAIN STREET
SUITE 105
STEVENS POINT
WI
54481
13F HOLDINGS REPORT
028-23258
N
Jenna Laws
Chief Compliance Officer
(715) 344-9496
Jenna Laws
Stevens Point
WI
02-06-2024
0
56
236689008
false
INFORMATION TABLE
2
F_13F_Evexia_Q42023.xml
ABBOTT LABS
COM
002824100
296730
2647
SH
SOLE
0
0
2647
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
10917281
29273
SH
SOLE
0
0
29273
AIR PRODS & CHEMS INC
COM
009158106
2152307
8337
SH
SOLE
0
0
8337
ALPS ETF TR
ALERIAN MLP
00162Q452
330583
7459
SH
SOLE
0
0
7459
AMDOCS LTD
SHS
G02602103
4081688
44155
SH
SOLE
0
0
44155
APPLE INC
COM
037833100
10514962
56578
SH
SOLE
0
0
56578
BECTON DICKINSON & CO
COM
075887109
5668384
23898
SH
SOLE
0
0
23898
BLACKROCK INC
COM
09247X101
11368996
14428
SH
SOLE
0
0
14428
BROADCOM INC
COM
11135F101
7375885
6024
SH
SOLE
0
0
6024
CASEYS GEN STORES INC
COM
147528103
2793196
10155
SH
SOLE
0
0
10155
CHUBB LIMITED
COM
H1467J104
5968085
24193
SH
SOLE
0
0
24193
CISCO SYS INC
COM
17275R102
4940559
98457
SH
SOLE
0
0
98457
COMCAST CORP NEW
CL A
20030N101
3264913
72409
SH
SOLE
0
0
72409
COSTCO WHSL CORP NEW
COM
22160K105
9146348
12892
SH
SOLE
0
0
12892
ELI LILLY & CO
COM
532457108
5818628
8715
SH
SOLE
0
0
8715
EOG RES INC
COM
26875P101
3512612
31688
SH
SOLE
0
0
31688
FIRST SOLAR INC
COM
336433107
374263
2639
SH
SOLE
0
0
2639
GLOBAL X FDS
NASDAQ 100 COVER
37954Y483
208503
11714
SH
SOLE
0
0
11714
HERSHEY CO
COM
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4077904
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SH
SOLE
0
0
20631
HONEYWELL INTL INC
COM
438516106
4863173
24798
SH
SOLE
0
0
24798
HUBBELL INC
COM
443510607
8141649
22997
SH
SOLE
0
0
22997
INTUIT
COM
461202103
10669669
16682
SH
SOLE
0
0
16682
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
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70957
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0
70957
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 HY
46138J817
850238
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INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
46138J635
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 HY
46138J833
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52777
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
1262447
65446
SH
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0
0
65446
ISHARES TR
0-5 YR TIPS ETF
46429B747
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19498
SH
SOLE
0
0
19498
ISHARES TR
TIPS BD ETF
464287176
426497
3986
SH
SOLE
0
0
3986
ISHARES TR
IBONDS 26 TRM TS
46436E858
533446
23407
SH
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0
23407
ISHARES TR
IBONDS 25 TRM TS
46436E866
1075268
46258
SH
SOLE
0
0
46258
ISHARES TR
IBONDS 24 TRM TS
46436E874
1989614
83387
SH
SOLE
0
0
83387
JPMORGAN CHASE & CO
COM
46625H100
8055542
46103
SH
SOLE
0
0
46103
KLA CORP
COM NEW
482480100
11867478
19638
SH
SOLE
0
0
19638
LOCKHEED MARTIN CORP
COM
539830109
6686169
15696
SH
SOLE
0
0
15696
LOWES COS INC
COM
548661107
7503630
34187
SH
SOLE
0
0
34187
MCDONALDS CORP
COM
580135101
4504734
15165
SH
SOLE
0
0
15165
MEDTRONIC PLC
SHS
G5960L103
2404418
27438
SH
SOLE
0
0
27438
MICROSOFT CORP
COM
594918104
12743331
30989
SH
SOLE
0
0
30989
MORGAN STANLEY
COM NEW
617446448
3832782
43919
SH
SOLE
0
0
43919
NEXTERA ENERGY INC
COM
65339F101
337961
5812
SH
SOLE
0
0
5812
NORTHROP GRUMMAN CORP
COM
666807102
7857928
17596
SH
SOLE
0
0
17596
ON SEMICONDUCTOR CORP
COM
682189105
243514
3438
SH
SOLE
0
0
3438
ORMAT TECHNOLOGIES INC
COM
686688102
399590
6096
SH
SOLE
0
0
6096
PARKER-HANNIFIN CORP
COM
701094104
11340483
22221
SH
SOLE
0
0
22221
PROSHARES TR
S&P 500 DV ARIST
74348A467
632313
6625
SH
SOLE
0
0
6625
RELIANCE STEEL & ALUMINUM CO
COM
759509102
2603168
8972
SH
SOLE
0
0
8972
REPUBLIC SVCS INC
COM
760759100
7184483
41371
SH
SOLE
0
0
41371
SPDR GOLD TR
GOLD SHS
78463V107
881186
4672
SH
SOLE
0
0
4672
UNITED PARCEL SERVICE INC
CL B
911312106
297601
2098
SH
SOLE
0
0
2098
UNITEDHEALTH GROUP INC
COM
91324P102
9615180
18845
SH
SOLE
0
0
18845
WEC ENERGY GROUP INC
COM
92939U106
249642
3126
SH
SOLE
0
0
3126
WILLIAMS SONOMA INC
COM
969904101
8160228
40732
SH
SOLE
0
0
40732
XYLEM INC
COM
98419M100
480686
4165
SH
SOLE
0
0
4165
ZOMEDICA CORP
COM
98980M109
4610
35000
SH
SOLE
0
0
35000