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Asset Manager ← All Institutions

Elyxium Wealth, LLC

400 SOUTH BEVERLY DRIVE PENTHOUSE SUITE, BEVERLY HILLS, CA 90212 • 6502886288

Q2 2025 · Filed 2025-08-05
Market Value
$266M
+18.1%
Holdings
172
+15
New Purchases
20
Added To
109
Closed
9
Reduced
27
Top 10 Concentration
39.2%
Turnover
16.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DBND 2.18% 0.53% +1.65% $6M
NVDA 3.66% 2.65% +1.00% $10M
WSM 0.98% 0.00% +0.98% $3M
MSFT 4.39% 3.61% +0.78% $12M
AFRM 2.73% 1.97% +0.76% $7M
AVGO 1.66% 1.17% +0.49% $4M
IWR 1.48% 1.07% +0.41% $4M
MMIT 0.77% 0.40% +0.37% $2M
NFLX 0.95% 0.63% +0.32% $3M
META 1.56% 1.27% +0.29% $4M
MUNI 0.98% 0.70% +0.28% $3M
VEA 0.22% 0.00% +0.22% $582K
ORCL 0.73% 0.52% +0.21% $2M
CLSE 0.52% 0.31% +0.21% $1M
DBMF 0.52% 0.32% +0.20% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 10.54% 13.29% -2.75% $28M
IVV 5.15% 6.36% -1.22% $14M
PAVE 1.47% 2.47% -1.01% $4M
IJH 3.07% 3.59% -0.53% $8M
EWJ 0.62% 1.13% -0.51% $2M
XOM 1.46% 1.83% -0.36% $4M
IEMG 1.17% 1.49% -0.32% $3M
IJR 1.93% 2.24% -0.31% $5M
PG 1.06% 1.31% -0.25% $3M
SCZ 0.55% 0.80% -0.24% $1M
UNP 1.13% 1.36% -0.23% $3M
CVX 0.46% 0.69% -0.23% $1M
EEM 0.00% 0.20% -0.20% $0
SPY 2.57% 2.77% -0.19% $7M
COST 1.66% 1.84% -0.18% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 48.4%
Technology 26.0%
Healthcare 5.4%
Industrials 5.2%
Communication Services 4.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 58 $148M 55.4%
Large Cap 98 $102M 38.3%
Mid Cap 8 $5M 1.9%
Small Cap 6 $12M 4.4%
Micro Cap 2 $32K 0.0%

Portfolio Analytics

Avg Market Cap
$362.0B
Median Market Cap
$117.4B
Avg P/E
33.7
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
127
# ETFs / Funds
45

Top Holdings (172 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 10.54% 136,709 $28M $205.17 -$2M +1,835 +1.4%
2 IVV 5.15% 22,061 $14M $620.90 -$649K -3,471 -13.6%
3 MSFT 4.39% 23,469 $12M $497.40 $4M +1,793 +8.3%
4 NVDA 3.66% 61,589 $10M $157.99 $4M +6,384 +11.6%
5 IJH 3.07% 131,563 $8M $62.02 $62K -7,205 -5.2%
6 AFRM 2.73% 104,980 $7M $69.14 $3M +6,844 +7.0%
7 SPY 2.57% 11,093 $7M $617.85 $610K -69 -0.6%
8 AMZN 2.55% 30,977 $7M $219.39 $1M +2,398 +8.4%
9 IWV 2.34% 17,730 $6M $351.00 $591K
10 DBND 2.18% 125,539 $6M $46.24 $5M +99,767 +387.1%
11 IEFA 2.18% 69,515 $6M $83.48 $1M +7,336 +11.8%
12 IJR 1.93% 47,075 $5M $109.29 $86K -1,300 -2.7%
13 AVGO 1.66% 16,037 $4M $275.65 $2M +323 +2.1%
14 COST 1.66% 4,452 $4M $990.00 $266K +73 +1.7%
15 JPM 1.62% 14,841 $4M $289.91 $748K +351 +2.4%
16 META 1.56% 5,636 $4M $738.13 $1M +675 +13.6%
17 IWR 1.48% 42,799 $4M $91.97 $2M +14,371 +50.5%
18 PAVE 1.47% 89,572 $4M $43.58 -$2M -58,131 -39.4%
19 XOM 1.46% 36,147 $4M $107.80 -$222K +1,518 +4.4%
20 MDY 1.32% 6,200 $4M $566.48 $205K
21 IEMG 1.17% 51,795 $3M $60.03 -$252K -10,485 -16.8%
22 GOOGL 1.16% 17,484 $3M $176.23 $538K +1,036 +6.3%
23 UNP 1.13% 13,102 $3M $230.08 -$59K +91 +0.7%
24 PG 1.06% 17,707 $3M $159.32 -$140K +333 +1.9%
25 GOOG 1.03% 15,459 $3M $177.39 $494K +1,070 +7.4%
26 WSM 0.98% 16,042 $3M $163.37 +16,042 NEW
27 MUNI 0.98% 50,736 $3M $51.36 $1M +20,076 +65.5%
28 NFLX 0.95% 1,893 $3M $1,339.13 $1M +365 +23.9%
29 EFA 0.95% 28,212 $3M $89.39 $232K +200 +0.7%
30 TSLA 0.92% 7,712 $2M $317.65 $691K +925 +13.6%
31 IAU 0.90% 38,249 $2M $62.36 $747K +10,465 +37.7%
32 RTX 0.88% 16,104 $2M $146.03 $264K +340 +2.2%
33 MMIT 0.77% 86,302 $2M $23.85 $1M +48,398 +127.7%
34 HON 0.74% 8,497 $2M $232.89 $172K -35 -0.4%
35 BRK-B 0.74% 4,060 $2M $485.77 -$62K +241 +6.3%
36 ORCL 0.73% 8,920 $2M $218.62 $782K +563 +6.7%
37 TT 0.68% 4,136 $2M $437.41 $395K -61 -1.4%
38 DE 0.66% 3,466 $2M $508.48 $171K +75 +2.2%
39 HD 0.64% 4,660 $2M $366.64 $55K +149 +3.3%
40 EWJ 0.62% 22,065 $2M $74.97 -$889K -15,027 -40.5%
41 TSM 0.59% 6,913 $2M $226.49 $484K +397 +6.1%
42 PLTR 0.57% 11,128 $2M $136.32 $606K +332 +3.1%
43 SCZ 0.55% 20,295 $1M $72.68 -$319K -7,944 -28.1%
44 CRM 0.55% 5,372 $1M $272.70 $87K +236 +4.6%
45 LLY 0.54% 1,832 $1M $779.54 $16K +122 +7.1%
46 CLSE 0.52% 59,093 $1M $23.37 $687K +26,982 +84.0%
47 DBMF 0.52% 53,320 $1M $25.73 $651K +24,777 +86.8%
48 V 0.51% 3,844 $1M $355.07 $253K +671 +21.1%
49 DIS 0.51% 10,853 $1M $124.01 $279K +46 +0.4%
50 CVX 0.46% 8,541 $1M $143.18 -$328K -728 -7.8%
51 MA 0.45% 2,125 $1M $561.95 $74K +81 +4.0%
52 PM 0.43% 6,236 $1M $182.12 $519K +2,351 +60.5%
53 RCL 0.41% 3,507 $1M $313.15 $387K +47 +1.4%
54 ADBE 0.41% 2,822 $1M $386.85 $32K +58 +2.1%
55 AXP 0.41% 3,414 $1M $318.96 $218K +176 +5.4%
56 T 0.40% 36,740 $1M $28.94 $329K +10,784 +41.5%
57 ETN 0.38% 2,859 $1M $357.01 $247K +14 +0.5%
58 CAT 0.36% 2,482 $964K $388.22 $163K +55 +2.3%
59 JNJ 0.36% 6,219 $950K $152.75 $51K +799 +14.7%
60 ICE 0.35% 5,087 $933K $183.47 $66K +62 +1.2%
61 LRCX 0.35% 9,537 $928K $97.34 $250K +205 +2.2%
62 MAR 0.35% 3,396 $928K $273.21 $125K +28 +0.8%
63 KO 0.34% 12,783 $904K $70.75 $157K +2,341 +22.4%
64 NEE 0.34% 12,985 $901K $69.42 $118K +1,938 +17.5%
65 JBL 0.33% 4,088 $892K $218.10 $338K +17 +0.4%
66 GE 0.33% 3,403 $876K $257.39 $60K -675 -16.6%
67 ABBV 0.32% 4,628 $859K $185.62 -$50K +290 +6.7%
68 BAC 0.30% 16,904 $800K $47.32 $154K +1,416 +9.1%
69 PEP 0.30% 5,965 $788K $132.04 -$23K +561 +10.4%
70 DFAE 0.30% 27,183 $787K $28.95 $546K +17,886 +192.4%
71 AMP 0.29% 1,456 $777K $533.76 $96K +49 +3.5%
72 AIG 0.29% 9,026 $773K $85.59 $211K +2,562 +39.6%
73 VZ 0.27% 16,869 $730K $43.27 $293K +7,226 +74.9%
74 VB 0.26% 2,871 $680K $236.98 -$198K -1,091 -27.5%
75 BK 0.25% 7,281 $663K $91.11 $70K +205 +2.9%
76 ACN 0.24% 2,178 $651K $298.89 -$42K -43 -1.9%
77 UNH 0.24% 2,081 $649K $311.99 -$303K +262 +14.4%
78 IWM 0.24% 2,985 $644K $215.80 -$33K -410 -12.1%
79 BA 0.24% 3,059 $641K $209.54 $178K +344 +12.7%
80 MU 0.23% 5,022 $619K $123.25 $171K -131 -2.5%
81 AIQ 0.23% 14,162 $619K $43.69 -$133K -6,500 -31.5%
82 WFC 0.23% 7,698 $617K $80.12 $103K +542 +7.6%
83 KLAC 0.23% 672 $602K $895.90 $160K +22 +3.4%
84 MCD 0.22% 2,040 $596K $292.19 -$24K +56 +2.8%
85 IBM 0.22% 2,020 $596K $294.82 $253K +644 +46.8%
86 PFE 0.22% 24,378 $591K $24.24 -$49K -868 -3.4%
87 AMGN 0.22% 2,086 $582K $279.19 -$35K +103 +5.2%
88 USTB 0.22% 11,446 $582K $50.82 $195K +3,802 +49.7%
89 VEA 0.22% 10,202 $582K $57.01 +10,202 NEW
90 QCOM 0.22% 3,649 $581K $159.25 $46K +165 +4.7%
91 SHY 0.22% 6,978 $578K $82.86 $1K +7 +0.1%
92 CSCO 0.21% 8,007 $555K $69.38 $97K +575 +7.7%
93 MO 0.21% 9,428 $553K $58.63 $221K +3,895 +70.4%
94 COIN 0.21% 1,570 $550K $350.38 $289K +52 +3.4%
95 BSX 0.20% 5,073 $545K $107.41 $42K +84 +1.7%
96 PGR 0.20% 1,986 $530K $266.85 $185K +766 +62.8%
97 AON 0.20% 1,466 $523K $356.76 -$48K +36 +2.5%
98 IWD 0.19% 2,665 $518K $194.23 $16K
99 TMUS 0.19% 2,088 $498K $238.30 -$42K +64 +3.2%
100 INTU 0.18% 611 $481K $787.63 $130K +39 +6.8%

New Positions

SymbolValue% Port
WSM $3M 0.98%
VEA $582K 0.22%
IBIT $398K 0.15%
PVAL $306K 0.11%
DUK $269K 0.10%
VTI $268K 0.10%
MELI $267K 0.10%
CEG $260K 0.10%
ANTM $237K 0.09%
KR $231K 0.09%
CTVA $224K 0.08%
CINF $223K 0.08%
SYF $222K 0.08%
CDNS $221K 0.08%
SCHW $220K 0.08%

Sold Out Positions

SymbolValue% Port
UBER —%
BMY —%
DVY —%
ISRG —%
VBR —%
EEM —%
VBK —%
GNR —%
PSQO —%
View SEC EDGAR Filings for Elyxium Wealth, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms