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Asset Manager ← All Institutions

Elyxium Wealth, LLC

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

Q4 2025 · Filed 2026-02-05
Market Value
$359M
+25.2%
Holdings
1,330
+1,158
New Purchases
1,164
Added To
78
Closed
0
Reduced
76
Top 10 Concentration
34.2%
Turnover
87.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CIEN 3.28% 0.00% +3.28% $12M
AVDE 2.11% 0.00% +2.11% $8M
IDXX 1.52% 0.00% +1.52% $5M
BOND 0.78% 0.00% +0.78% $3M
QAI 0.51% 0.00% +0.51% $2M
SIVR 0.47% 0.00% +0.47% $2M
MMIT 1.54% 1.15% +0.39% $6M
MUNI 1.51% 1.11% +0.39% $5M
PVAL 0.60% 0.34% +0.26% $2M
SPDW 0.26% 0.00% +0.26% $922K
SPSM 0.26% 0.00% +0.26% $920K
DSI 0.23% 0.00% +0.23% $812K
DBMF 1.07% 0.89% +0.19% $4M
AVEM 0.30% 0.14% +0.16% $1M
MU 0.40% 0.30% +0.11% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 9.11% 11.26% -2.14% $33M
IJH 1.70% 2.84% -1.14% $6M
MSFT 3.12% 4.22% -1.09% $11M
NVDA 3.22% 4.02% -0.79% $12M
IWR 0.95% 1.66% -0.72% $3M
IVV 4.69% 5.28% -0.59% $17M
SPY 2.23% 2.74% -0.50% $8M
META 1.01% 1.47% -0.45% $4M
IWV 1.91% 2.34% -0.43% $7M
PAVE 0.85% 1.28% -0.43% $3M
PG 0.39% 0.81% -0.42% $1M
WSM 0.69% 1.10% -0.41% $2M
AFRM 2.57% 2.96% -0.39% $9M
ORCL 0.44% 0.80% -0.37% $2M
IJR 1.23% 1.60% -0.37% $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 76 $169M 47.2%
Large Cap 754 $146M 40.7%
Mid Cap 388 $20M 5.6%
Small Cap 85 $22M 6.2%
Micro Cap 27 $1M 0.4%

Portfolio Analytics

Avg Market Cap
$73.8B
Median Market Cap
$15.4B
Avg P/E
33.2
Median P/E
22.5
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
1,169
# ETFs / Funds
161

Top Holdings (1,330 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 9.11% 120,286 $33M $271.86 $442K -6,405 -5.1%
2 IVV 4.69% 24,567 $17M $684.93 $2M +1,960 +8.7%
3 CIEN 3.28% 11,749,306 $12M $1.00 +11,749,306 NEW
4 NVDA 3.22% 61,996 $12M $186.50 $58K +336 +0.5%
5 MSFT 3.12% 23,172 $11M $483.60 -$877K -157 -0.7%
6 AFRM 2.57% 123,827 $9M $74.43 $739K +7,828 +6.8%
7 SPY 2.23% 11,739 $8M $681.92 $168K -25 -0.2%
8 AVDE 2.11% 92,162 $8M $82.32 +92,162 NEW
9 AMZN 1.97% 30,557 $7M $230.82 $685K +1,552 +5.3%
10 IWV 1.91% 17,730 $7M $386.85 $140K
11 IEFA 1.74% 69,747 $6M $89.46 $386K +2,706 +4.0%
12 IJH 1.70% 92,654 $6M $66.00 -$2M -32,035 -25.7%
13 MMIT 1.54% 227,244 $6M $24.33 $2M +92,064 +68.1%
14 AVGO 1.54% 15,941 $6M $346.11 $211K -143 -0.9%
15 IDXX 1.52% 5,419,507 $5M $1.00 +5,419,507 NEW
16 GOOGL 1.52% 17,376 $5M $312.99 $1M -61 -0.3%
17 MUNI 1.51% 103,027 $5M $52.41 $2M +42,163 +69.3%
18 DBND 1.50% 116,398 $5M $46.36 $432K +9,709 +9.1%
19 GOOG 1.39% 15,907 $5M $313.80 $1M +266 +1.7%
20 JPM 1.34% 14,933 $5M $322.22 $101K -1 -0.0%
21 IJR 1.23% 36,723 $4M $120.18 -$158K -1,751 -4.5%
22 XOM 1.20% 35,760 $4M $120.34 $197K -657 -1.8%
23 DBMF 1.07% 137,007 $4M $28.06 $1M +44,017 +47.3%
24 MDY 1.04% 6,200 $4M $603.28 $45K
25 TSLA 1.03% 8,217 $4M $449.71 $241K +449 +5.8%
26 IAU 1.01% 44,826 $4M $81.17 $258K -1,634 -3.5%
27 META 1.01% 5,511 $4M $660.10 -$563K -209 -3.6%
28 COST 0.96% 3,992 $3M $862.30 -$240K +14 +0.3%
29 IWR 0.95% 35,229 $3M $96.27 -$1M -14,171 -28.7%
30 PAVE 0.85% 63,998 $3M $47.79 -$612K -13,071 -17.0%
31 CLSE 0.84% 109,947 $3M $27.33 $285K +5,512 +5.3%
32 EFA 0.82% 30,690 $3M $96.03 $325K +2,601 +9.3%
33 IEMG 0.81% 42,999 $3M $67.22 $98K +644 +1.5%
34 BOND 0.78% 29,933 $3M $93.08 +29,933 NEW
35 RTX 0.75% 14,609 $3M $183.40 $231K -25 -0.2%
36 UNP 0.70% 10,840 $3M $231.33 -$400K -1,459 -11.9%
37 WSM 0.69% 13,854 $2M $178.58 -$672K -2,245 -13.9%
38 BRK-B 0.68% 4,834 $2M $502.65 $311K +619 +14.7%
39 PLTR 0.64% 12,963 $2M $177.75 $85K +798 +6.6%
40 TSM 0.61% 7,188 $2M $303.89 $227K +180 +2.6%
41 PVAL 0.60% 47,155 $2M $45.57 $1M +24,473 +107.9%
42 QAI 0.51% 54,538 $2M $33.51 +54,538 NEW
43 DFAE 0.49% 53,451 $2M $32.57 $398K +10,864 +25.5%
44 SIVR 0.47% 24,780 $2M $67.64 +24,780 NEW
45 LRCX 0.47% 9,746 $2M $171.18 $384K +156 +1.6%
46 LLY 0.46% 1,520 $2M $1,074.87 $493K +25 +1.7%
47 HON 0.45% 8,336 $2M $195.10 -$135K -30 -0.4%
48 HD 0.44% 4,631 $2M $344.16 -$315K -79 -1.7%
49 ORCL 0.44% 8,019 $2M $194.91 -$738K -162 -2.0%
50 TT 0.43% 3,969 $2M $389.21 -$203K -172 -4.2%
51 NFLX 0.42% 16,146 $2M $93.76 -$378K +14,568 +923.2%
52 CAT 0.41% 2,542 $1M $573.00 $260K +35 +1.4%
53 MU 0.40% 5,063 $1M $285.44 $598K +2 +0.0%
54 JNJ 0.40% 6,977 $1M $206.95 $132K -96 -1.4%
55 CVX 0.40% 9,446 $1M $152.40 -$20K +48 +0.5%
56 CRM 0.40% 5,388 $1M $264.93 $168K +76 +1.4%
57 PG 0.39% 9,806 $1M $143.31 -$911K -5,270 -35.0%
58 AXP 0.37% 3,582 $1M $369.95 $174K +115 +3.3%
59 MA 0.34% 2,142 $1M $570.93 $7K +5 +0.2%
60 DIS 0.34% 10,578 $1M $113.77 -$967 +59 +0.6%
61 V 0.33% 3,391 $1M $350.64 -$69K -293 -8.0%
62 DE 0.31% 2,418 $1M $465.59 -$211K -506 -17.3%
63 ABBV 0.31% 4,867 $1M $228.49 $22K +161 +3.4%
64 AVEM 0.30% 13,985 $1M $77.02 $667K +8,525 +156.1%
65 GE 0.30% 3,483 $1M $308.05 $33K +26 +0.8%
66 MAR 0.30% 3,434 $1M $310.27 $177K +23 +0.7%
67 RCL 0.28% 3,554 $991K $278.89 -$150K +28 +0.8%
68 ADBE 0.27% 2,777 $972K $349.96 -$9K -4 -0.1%
69 BAC 0.26% 17,256 $949K $55.00 $70K +215 +1.3%
70 NEE 0.26% 11,598 $931K $80.28 $24K -424 -3.5%
71 SPDW 0.26% 20,768 $922K $44.41 +20,768 NEW
72 SPSM 0.26% 19,641 $920K $46.86 +19,641 NEW
73 BK 0.24% 7,434 $863K $116.09 $65K +107 +1.5%
74 ETN 0.24% 2,699 $859K $318.43 -$167K -44 -1.6%
75 PEP 0.24% 5,897 $846K $143.52 $30K +81 +1.4%
76 ICE 0.23% 5,169 $837K $161.96 -$94K -358 -6.5%
77 PM 0.23% 5,148 $826K $160.38 -$129K -739 -12.6%
78 DSI 0.23% 6,300 $812K $128.82 +6,300 NEW
79 VB 0.22% 3,129 $807K $257.95 $77K +258 +9.0%
80 KLAC 0.22% 655 $796K $1,215.44 $79K -10 -1.5%
81 KO 0.21% 10,906 $762K $69.91 $3K -543 -4.7%
82 JBL 0.21% 3,326 $758K $228.02 -$127K -753 -18.5%
83 SCZ 0.21% 9,606 $745K $77.53 -$142K -1,946 -16.9%
84 COIN 0.20% 3,182 $719K $226.10 $182K +1,588 +99.6%
85 WFC 0.20% 7,687 $716K $93.20 $67K -64 -0.8%
86 AMP 0.20% 1,453 $713K $490.40 -$3K -3 -0.2%
87 AMGN 0.19% 2,091 $684K $327.33 $105K +36 +1.8%
88 IWM 0.19% 2,702 $665K $246.19 $12K +1 +0.0%
89 ACN 0.18% 2,463 $661K $268.30 $204K +611 +33.0%
90 VEA 0.18% 10,319 $645K $62.47 $33K +117 +1.1%
91 QCOM 0.18% 3,757 $643K $171.02 $35K +107 +2.9%
92 BABA 0.18% 4,351 $638K $146.57 -$129K +60 +1.4%
93 BA 0.18% 2,899 $629K $217.13 -$41K -206 -6.6%
94 TMO 0.17% 1,058 $613K $579.45 $110K +20 +1.9%
95 IDEV 0.17% 7,372 $608K $82.48 $126K +1,362 +22.7%
96 MCD 0.17% 1,964 $600K $305.69 $21K +58 +3.0%
97 AIG 0.17% 6,973 $596K $85.54 -$20K -874 -11.1%
98 AMD 0.17% 2,779 $595K $214.16 $110K -222 -7.4%
99 CSCO 0.16% 7,589 $585K $77.03 $68K +45 +0.6%
100 GEV 0.16% 894 $584K $653.58 $33K -2 -0.2%

New Positions

SymbolValue% Port
CIEN $12M 3.28%
AVDE $8M 2.11%
IDXX $5M 1.52%
BOND $3M 0.78%
QAI $2M 0.51%
SIVR $2M 0.47%
SPDW $922K 0.26%
SPSM $920K 0.26%
DSI $812K 0.23%
HODL $366K 0.10%
GQGU $342K 0.10%
GDLC $295K 0.08%
COF $245K 0.07%
JDVI $238K 0.07%
C $232K 0.06%
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