Elyxium Wealth, LLC
Q1 2025 13F Holdings
- Locationsan mateo, CA
- Num holdings
153
- Value ($000)
$225,741
- Date Filed05/05/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | STOCK | 037833100 | $29.96 M | 13 % | 134,874 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $14.35 M | 6 % | 25,532 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $8.14 M | 4 % | 21,676 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $8.10 M | 4 % | 138,768 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $6.24 M | 3 % | 11,162 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $5.98 M | 3 % | 55,205 | ||
IWV ISHARES RUSSELL 3000 ETF | ETF | 464287689 | $5.63 M | 3 % | 17,730 | ||
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | ETF | 37954Y673 | $5.57 M | 3 % | 147,703 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $5.44 M | 2 % | 28,579 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $5.06 M | 2 % | 48,375 |
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