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  Name: EVEXIA WEALTH LLC
  City: STEVENS POINT
  State: WI
  Zip: 54481
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $242,921,000
  Total Value Change : $6,231,000
  Securities Held Change : 2
   
All Securities Held : 58
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 38
  Unchanged Positions : 3
  Decreased Positions : 14

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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 1 - $424.01 $12,134,000 28,761 5% -609,000 -2,228 0    Application Software
   (PH)1 Year Chart         PH Parker Hannifin Corp 2 - $523.20 $11,728,000 21,310 4.83% 388,000 -911 0.017    Industrial Equipment ...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 4 - $784.97 $11,273,000 16,559 4.64% -594,000 -3,079 0.011    Semiconductor Equipme...
   (BLK)1 Year Chart         BLK BlackRock Inc A 6 - $788.88 $10,894,000 14,270 4.48% -475,000 -158 0.008    Investment Brokerage ...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 13 - $503.12 $8,227,000 18,731 3.39% -1,388,000 -114 0.002    Health Care Plans
   (WSM)1 Year Chart         WSM Williams Sonoma Inc 14 - $298.05 $8,053,000 27,881 3.32% -107,000 -12,851 0.036    Home Furnishing Stores
   (LOW)1 Year Chart         LOW Lowes Companies Inc 15 - $219.47 $7,753,000 33,411 3.19% 249,000 -776 0.004    Home Improvement Stores
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 16 - $197.26 $7,559,000 41,351 3.11% -497,000 -4,752 0.001    Domestic Money Center...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 18 - $465.23 $6,668,000 14,806 2.74% -18,000 -890 0.005    Aerospace/Defense - M...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 19 - $442.37 $6,572,000 14,408 2.71% -1,286,000 -3,188 0.009    Aerospace/Defense - M...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 27 - $198.36 $3,701,000 19,920 1.52% -377,000 -711 0.014    Confectioners
   (MS)1 Year Chart         MS Morgan Stanley 45 - $96.66 $462,000 5,363 0.19% -3,371,000 -38,556 0    Investment Brokerage ...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 48 - $39.14 $374,000 9,493 0.15% -2,891,000 -62,916 0    CATV Systems
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 50 - $46.02 $342,000 7,061 0.14% -4,599,000 -91,396 0    Networking & Communic...
      14 Records Found
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