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Elyxium Wealth, LLC

SEC CIK
0002043538
Latest filing
Aug 3, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 12, 2024. Long positions only.

Institution overview
Positions
120
No filing for Q2 2024
Portfolio value
$181.7M
No filing for Q2 2024
Filed
Nov 12, 2024
SEC

Elyxium Wealth, LLC did not file a 13F for Q2 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Elyxium Wealth, LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock96,014$22.4M12.3%––History
iShares Core S&P 500 ETF464287200ETF22,325$12.9M7.1%–––
MSFTMicrosoft CorpStock17,764$7.64M4.2%––History
iShares Core S&P Mid-Cap ETF464287507ETF109,742$6.84M3.8%–––
iShares Tr464287689RUSSELL 3000 ETF17,730$5.79M3.2%–––
SPYSPDR S&P 500 ETF TrustETF9,998$5.74M3.2%––History
iShares Core S&P Small Cap ETF464287804ETF47,609$5.57M3.1%–––
Global X FDS37954Y673US INFR DEV ETF129,532$5.33M2.9%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF72,185$4.14M2.3%–––
AMZNAmazon Com IncStock20,847$3.88M2.1%––History
NVDANVIDIA CorpStock30,453$3.70M2.0%––History
MDYSPDR S&P Midcap 400 ETF TrustETF6,200$3.53M1.9%––History
AFRMAffirm Holdings, Inc.COM CL A84,882$3.46M1.9%––History
COSTCostco Wholesale CorpStock3,795$3.36M1.9%––History
iShares Core MSCI Eafe ETF46432F842ETF39,072$3.05M1.7%–––
iShares Inc46434G822MSCI JAPAN ETF42,501$3.04M1.7%–––
PGProcter & Gamble CoStock16,783$2.91M1.6%––History
JPMJPMorgan Chase & CoStock13,666$2.88M1.6%––History
XOMExxonMobil Holdings CorpCOM23,748$2.78M1.5%––History
GOOGLAlphabet Inc.Stock16,227$2.69M1.5%––History
AVGOBroadcom Inc.Stock14,405$2.48M1.4%––History
UNPUnion Pacific CorpStock9,952$2.45M1.4%––History
iShares Tr464288273EAFE SML CP ETF29,693$2.01M1.1%–––
METAMeta Platforms, Inc.Stock3,504$2.01M1.1%––History
iShares Russell Midcap ETF464287499ETF22,233$1.96M1.1%–––
HDHome Depot, Inc.Stock4,352$1.76M1.0%––History
HONHoneywell International IncCOM8,456$1.75M1.0%––History
iShares MSCI Eafe ETF464287465ETF20,579$1.72M0.9%–––
RTXRTX CorpStock14,040$1.70M0.9%––History
DCGODocGo Inc.COM483,859$1.61M0.9%––History
TTTrane Technologies plcSHS4,130$1.61M0.9%––History
BRK.BBerkshire Hathaway IncStock3,198$1.47M0.8%––History
ADBEAdobe Inc.Stock2,738$1.42M0.8%––History
ORCLOracle CorpStock7,947$1.35M0.7%––History
DEDeere & CoStock3,205$1.34M0.7%––History
CRMSalesforce, Inc.Stock4,883$1.34M0.7%––History
GOOGAlphabet Inc.Stock7,255$1.21M0.7%––History
LLYEli Lilly & CoStock1,285$1.14M0.6%––History
UNHUnitedHealth Group IncStock1,737$1.02M0.6%––History
PFEPfizer IncStock34,570$1.00M0.6%––History
DISWalt Disney CoStock9,952$957.3K0.5%––History
PEPPepsiCo IncStock5,536$941.4K0.5%––History
CATCaterpillar IncStock2,381$931.3K0.5%––History
MAMastercard IncStock1,882$929.3K0.5%––History
ETNEaton Corp plcStock2,733$905.8K0.5%––History
CVXChevron CorpStock6,072$894.2K0.5%––History
iShares Tr464288414NATIONAL MUN ETF8,146$884.9K0.5%–––
AXPAmerican Express CoStock3,188$864.6K0.5%––History
Vanguard Morningstar Small-Cap ETF922908751ETF3,510$832.6K0.5%–––
JNJJohnson & JohnsonStock5,057$819.5K0.5%––History
ICEIntercontinental Exchange, Inc.Stock4,957$796.3K0.4%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,493$780.3K0.4%––History
NEENextera Energy IncStock9,162$774.5K0.4%––History
ACNAccenture plcStock2,146$758.6K0.4%––History
Global X FDS37954Y632ARTIFICIAL ETF20,167$749.6K0.4%–––
VVisa Inc.Stock2,510$690.1K0.4%––History
iShares Russell 2000 ETF464287655ETF3,054$674.6K0.4%–––
TMOThermo Fisher Scientific Inc.Stock1,048$648.3K0.4%––History
AMPAmeriprise Financial IncCOM1,366$641.8K0.4%––History
MCDMcDonalds CorpStock1,997$608.1K0.3%––History
iShares Tr4642874571 3 YR TREAS BD6,998$581.9K0.3%–––
LRCXLam Research CorpStock706$576.2K0.3%––History
GEGeneral Electric CoStock3,044$574.0K0.3%––History
JBLJabil IncStock4,686$561.5K0.3%––History
ABBVAbbVie Inc.Stock2,840$560.8K0.3%––History
AMGNAmgen IncStock1,682$542.0K0.3%––History
MRKMerck & Co., Inc.Stock4,681$531.6K0.3%––History
iShares Russell 1000 Value ETF464287598ETF2,665$505.8K0.3%–––
KOCoca Cola CoStock6,979$501.5K0.3%––History
GISGeneral Mills IncStock6,701$494.9K0.3%––History
AONAon plcCL A1,389$480.6K0.3%––History
BACBank of America CorpStock12,071$479.0K0.3%––History
CMCSAComcast CorpStock11,067$462.3K0.3%––History
KLACKLA CorpCOM NEW578$447.7K0.2%––History
TSLATesla, Inc.Stock1,672$437.4K0.2%––History
Vanguard Dividend Appreciation ETF921908844ETF2,200$435.7K0.2%–––
iShares Tr464287234MSCI EMG MKT ETF9,480$434.8K0.2%–––
iShares Tr464288646ISHS 1-5YR INVS7,914$416.8K0.2%–––
AMDAdvanced Micro Devices IncStock2,527$414.6K0.2%––History
BNYBank of New York Mellon CorpStock5,603$402.6K0.2%––History
WFCWells Fargo & CompanyStock7,036$397.5K0.2%––History
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,978$397.1K0.2%–––
MUMicron Technology IncStock3,762$390.2K0.2%––History
DOVDOVER CorpCOM2,032$389.6K0.2%––History
BSXBoston Scientific CorpStock4,640$388.8K0.2%––History
TMUST-Mobile US, Inc.Stock1,830$377.7K0.2%––History
ITWIllinois Tool Works IncStock1,413$370.3K0.2%––History
CPCanadian Pacific Kansas City LtdCOM4,287$366.7K0.2%––History
NKENIKE, Inc.Stock4,107$363.1K0.2%––History
CSCOCisco Systems, Inc.Stock6,757$359.6K0.2%––History
SPDR Index Shs FDS78463X541ST STR NAT ETF6,131$353.6K0.2%–––
iShares Tr464288356CALIF MUN BD ETF6,066$352.5K0.2%–––
TXNTexas Instruments IncStock1,640$338.8K0.2%––History
iShares Select Dividend ETF464287168ETF2,350$317.4K0.2%–––
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,185$316.8K0.2%–––
AIGAmerican International Group, Inc.Stock4,254$311.5K0.2%––History
iShares Tr464288448INTL SEL DIV ETF10,300$311.4K0.2%–––
INTUIntuit Inc.Stock497$308.6K0.2%––History
iShares Tr464288158SHRT NAT MUN ETF2,876$305.4K0.2%–––
SRESempraStock3,637$304.2K0.2%––History