Elyxium Wealth, LLC
Q4 2024 13F Holdings
- Locationsan mateo, CA
- Num holdings
87
- Value ($000)
$164,173
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002043538
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | STOCK | 037833100 | $30.15M | 18 % | 120,378 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $16.21M | 10 % | 27,536 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $8.73M | 5 % | 140,054 | ||
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | ETF | 37954Y673 | $5.98M | 4 % | 147,860 | ||
IWV ISHARES RUSSELL 3000 ETF | ETF | 464287689 | $5.93M | 4 % | 17,730 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $5.76M | 4 % | 9,827 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $5.73M | 4 % | 49,764 | ||
AFRM AFFIRM HLDGS INC COM CL A | STOCK | 00827B106 | $5.51M | 3 % | 90,481 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $4.70M | 3 % | 11,144 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $4.46M | 3 % | 63,501 |
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