Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EVEXIA WEALTH LLC | 07-31-2024 | 06-30-2024 | 61 | 266,402,867 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
KLA CORP | COM NEW | 1 | $13,181,033 | 16,283 | 0.00 | 0.00 | -276 | -1.67 | 06-30-2024 |
MICROSOFT CORP | COM | 2 | $12,634,264 | 28,524 | 0.00 | 0.00 | -237 | -0.82 | 06-30-2024 |
APPLE INC | COM | 3 | $12,477,080 | 55,711 | 0.00 | 0.00 | -1,715 | -2.99 | 06-30-2024 |
BLACKROCK INC | COM | 4 | $12,250,692 | 14,528 | 0.00 | 0.00 | 258 | 1.81 | 06-30-2024 |