Exencial Wealth Advisors, LLC Purchases in Q2 2025

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VMC
Vulcan Materials CO

Basic Materials
2.58K
New
$226.49 - $276.01 $584K - $711K
2.58K $672K
VB
Vanguard Small Cap ETF

ETFs
347
+ 1.0%
$193.73 - $237.37 $67.2K - $82.4K
35K $8.3M
ROST
Ross Stores, Inc.

Consumer Cyclical
4.74K
New
$126.62 - $154.26 $600K - $731K
4.74K $604K
LOW
Lowes Companies Inc

Consumer Cyclical
3.44K
+ 21.68%
$210.83 - $235.28 $725K - $810K
19.3K $4.29M
HSBC
Hsbc Holdings PLC

Financial Services
8.51K
+ 50.94%
$46.68 - $61.09 $397K - $520K
25.2K $1.53M
CELH
Celsius Holdings, Inc.

Consumer Defensive
826
+ 1.8%
$33.89 - $46.39 $28K - $38.3K
46.8K $2.17M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.39K
+ 1.63%
$79.56 - $82.92 $269K - $281K
211K $17.5M
SO
Southern CO

Utilities
5.49K
+ 63.2%
$84.91 - $92.56 $466K - $508K
14.2K $1.3M
TTD
Trade Desk, Inc.

Technology
6.32K
New
$45.27 - $79.4 $286K - $502K
6.32K $454K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.18K
+ 57.2%
$166.82 - $194.23 $364K - $424K
5.99K $1.16M
FISV
Fiserv Inc

Technology
3.08K
New
N/A
3.08K $385K
WTRG
Essential Utilities, Inc.

Utilities
9.9K
New
$36.92 - $41.39 $366K - $410K
9.9K $367K
MBB
Ishares Tr

ETFs
3.52K
+ 144.1%
$91.41 - $94.22 $321K - $331K
5.96K $559K
HDB
Hdfc Bank LTD

Financial Services
1.55K
+ 7.68%
$63.78 - $77.48 $99.1K - $120K
21.8K $1.67M
ALLE
Allegion PLC

Industrials
300
+ 1.48%
$118.52 - $145.64 $35.6K - $43.7K
20.6K $2.97M
ARMK
Aramark

Industrials
5.54K
+ 46.5%
$30.39 - $42.1 $168K - $233K
17.5K $731K
USB
Us Bancorp \De\

Financial Services
5.57K
+ 27.11%
$36.4 - $45.76 $203K - $255K
26.1K $1.18M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.23K
New
$104.34 - $138.68 $232K - $309K
2.23K $308K
WMB
Williams Companies, Inc.

Energy
1.1K
+ 1.62%
$54.33 - $62.87 $59.8K - $69.2K
69.2K $4.35M
PWR
Quanta Services, Inc.

Industrials
708
New
$239.47 - $381.26 $170K - $270K
708 $267K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.06K
+ 17.53%
$52.31 - $63.72 $160K - $195K
20.5K $1.31M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.12K
New
$103.88 - $123.68 $220K - $262K
2.12K $261K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.09K
New
$73.0 - $85.5 $226K - $264K
3.09K $259K
BA
Boeing CO

Industrials
367
+ 8.11%
$136.59 - $217.51 $50.1K - $79.8K
4.89K $1.03M
SCHO
Schwab Short Term Us Treasury

ETFs
9.98K
+ 37.39%
$24.19 - $24.45 $241K - $244K
36.7K $893K
SNOW
Snowflake Inc.

Technology
1.07K
New
$130.53 - $223.77 $140K - $240K
1.07K $239K
URI
United Rentals, Inc.

Industrials
318
New
$551.94 - $753.4 $176K - $240K
318 $239K
APH
Amphenol Corp

Technology
2.39K
New
$59.09 - $98.75 $141K - $236K
2.39K $236K
BNDX
Vanguard Total International B

ETFs
3.65K
+ 4.71%
$48.77 - $49.55 $178K - $181K
81.1K $4.01M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.77K
+ 31.89%
$24.14 - $25.43 $236K - $248K
40.4K $1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.59K
+ 13.94%
$72.96 - $90.39 $116K - $143K
13K $1.16M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
768
+ 1.1%
$29.12 - $35.84 $22.4K - $27.5K
70.6K $2.53M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.02K
+ 36.21%
$113.67 - $150.4 $115K - $153K
3.82K $574K
GE
General Electric CO

Industrials
244
+ 9.1%
$166.81 - $257.39 $40.7K - $62.8K
2.93K $752K
HBCP
Home Bancorp, Inc.

Financial Services
4.1K
New
$41.61 - $52.3 $171K - $214K
4.1K $212K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.98K
+ 67.77%
$49.73 - $51.44 $198K - $205K
9.86K $507K
IR
Ingersoll Rand Inc.

Industrials
2.5K
New
$66.75 - $84.94 $167K - $212K
2.5K $207K
NTR
Nutrien Ltd.

Basic Materials
1.16K
+ 7.35%
$46.88 - $62.89 $54.3K - $72.9K
16.9K $985K
JBHT
Hunt J B Transport Services Inc

Industrials
1.4K
New
$124.73 - $152.78 $175K - $214K
1.4K $201K
THC
Tenet Healthcare Corp

Healthcare
1.14K
New
$110.41 - $176.0 $126K - $200K
1.14K $200K
VTI
Vanguard Total Stock Market Et

ETFs
120
+ 2.16%
$243.75 - $303.93 $29.3K - $36.5K
5.68K $1.73M
DE
Deere & CO

Industrials
18
+ 0.39%
$412.99 - $531.48 $7.43K - $9.57K
4.63K $2.35M
INTU
Intuit Inc

Technology
42
+ 4.82%
$544.07 - $787.63 $22.9K - $33.1K
913 $719K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.02K
+ 61.18%
$62.73 - $78.42 $127K - $159K
5.33K $412K
FNDX
Schwab Fundamental U S Large C

ETFs
175
+ 0.09%
$20.84 - $24.54 $3.65K - $4.29K
189K $4.65M
DELL
Dell Technologies Inc.

Technology
394
+ 9.6%
$71.63 - $125.98 $28.2K - $49.6K
4.5K $551K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.6K
+ 6.74%
$10.79 - $14.14 $125K - $164K
184K $2.52M
NXPI
Nxp Semiconductors N.V.

Technology
180
+ 3.89%
$153.5 - $218.72 $27.6K - $39.4K
4.81K $1.05M
EWH
Ishares Msci Hong Kong ETF

ETFs
2.99K
+ 6.8%
$15.2 - $20.06 $45.4K - $59.9K
46.9K $932K
Activity Summary
Buys All Purchases 202 New Holdings 23 Increased Positions 179 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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