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
MTCH
Match Group, Inc.

Communication Services
439
+ 2.79%
$27.03 - $31.93 $11.9K - $14K
16.2K $499K
CRL
Charles River Laboratories International, Inc.

Healthcare
33
+ 1.26%
$99.75 - $151.89 $3.29K - $5.01K
2.65K $401K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
127
+ 0.96%
N/A
13.3K $830K
VLO
Valero Energy Corp

Energy
1
+ 0.03%
$104.69 - $141.77 $105 - $142
3.03K $407K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
156
+ 1.48%
$46.77 - $47.89 $7.3K - $7.47K
10.7K $506K
CMF
Ishares California Muni Bond E

ETFs
105
+ 2.34%
$54.52 - $56.7 $5.72K - $5.95K
4.59K $256K
AZN
Astrazeneca PLC

Healthcare
1.66K
+ 5.35%
$64.87 - $75.0 $108K - $125K
32.7K $2.29M
MEOH
Methanex Corp

Basic Materials
1.45K
+ 6.15%
$25.87 - $37.31 $37.4K - $54K
25K $826K
Dimensional ETF Trust
103K
+ 18.08%
N/A
674K $0
Onemednet Corp
266K
New
N/A
266K $0
Fidelity Covington Trust
25
+ 0.36%
N/A
6.97K $0
Fidelity Wise Origin Bitcoin
5.45K
+ 7.06%
N/A
82.7K $0
Ishares Bitcoin Trust ETF
4.84K
New
N/A
4.84K $0
Gsk PLC
809
+ 1.73%
N/A
47.7K $0
Global X Fds
179
+ 6.89%
N/A
2.78K $0
Onemednet Corp
45.4K
+ 3.14%
N/A
1.49M $0
Proshares Tr
1.37K
+ 5.33%
N/A
27K $0
Blackrock Inc
26
+ 0.87%
N/A
3.03K $0
Canadian Pacific Kansas City
692
+ 3.85%
N/A
18.7K $0
Tortoise Capital Series Trus
550K
New
N/A
550K $0
Linde PLC
61
+ 7.35%
N/A
891 $0
NEE
Nextera Energy Inc

Utilities
271
+ 2.08%
$64.11 - $75.0 $17.4K - $20.3K
13.3K $925K
Lam Research Corp
20
+ 0.5%
N/A
4.01K $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
32
+ 0.82%
$51.14 - $57.0 $1.64K - $1.82K
3.94K $223K
TIP
Ishares Tr Tips Bd ETF

ETFs
268
+ 0.93%
$107.93 - $110.97 $28.9K - $29.7K
29.2K $3.22M
TS
Tenaris Sa

Energy
1.41K
+ 4.49%
$30.71 - $39.46 $43.3K - $55.6K
32.8K $1.23M
SBUX
Starbucks Corp

Consumer Cyclical
148
+ 5.56%
$79.69 - $99.41 $11.8K - $14.7K
2.81K $257K
CMCSA
Comcast Corp

Communication Services
226
+ 2.09%
$32.84 - $36.72 $7.42K - $8.3K
11K $393K
OTIS
Otis Worldwide Corp

Industrials
102
+ 2.34%
$90.88 - $104.3 $9.27K - $10.6K
4.45K $440K
AEE
Ameren Corp

Utilities
14
+ 0.65%
$94.23 - $101.68 $1.32K - $1.42K
2.18K $209K
KMB
Kimberly Clark Corp

Consumer Defensive
79
+ 4.45%
$126.84 - $145.22 $10K - $11.5K
1.85K $239K
XLE
Energy Sector Spdr

ETFs
1
+ 0.04%
$76.44 - $94.13 $76.4 - $94.1
2.71K $230K
KMPR
Kemper Corp

Financial Services
25
+ 0.21%
$55.12 - $67.26 $1.38K - $1.68K
11.7K $756K
ET
Energy Transfer LP

Energy
12
+ 0.01%
$15.65 - $18.93 $188 - $227
91.7K $1.66M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9.57K
+ 1421.55%
$87.84 - $1441.89 $840K - $13.8M
10.2K $922K
MPLX
Mplx LP

Energy
2
+ 0.01%
$46.68 - $53.89 $93.4 - $108
22.4K $1.15M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.04K
+ 1.49%
$32.56 - $35.71 $33.8K - $37K
70.7K $2.34M
AFL
Aflac Inc

Financial Services
126
+ 1.15%
$99.77 - $112.45 $12.6K - $14.2K
11.1K $1.17M
BAX
Baxter International Inc

Healthcare
472
+ 2.53%
$27.8 - $34.02 $13.1K - $16.1K
19.1K $579K
CTRA
Coterra Energy Inc.

Energy
1.03K
+ 2.39%
$22.6 - $29.07 $23.3K - $30K
44.1K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
35.3K
+ 4.77%
$24.32 - $27.87 $859K - $984K
776K $20.6M
PG
Procter & Gamble CO

Consumer Defensive
133
+ 0.65%
$157.66 - $172.39 $21K - $22.9K
20.6K $3.28M
GPN
Global Payments Inc

Industrials
18
+ 0.13%
$67.47 - $99.6 $1.21K - $1.79K
14K $1.12M
SNY
Sanofi

Healthcare
2.99K
+ 4.95%
$47.62 - $55.44 $143K - $166K
63.4K $3.07M
ATMP
Barclays Bank PLC

ETFs
392
+ 0.17%
$26.46 - $31.17 $10.4K - $12.2K
228K $6.68M
EPD
Enterprise Products Partners L.P.

Energy
3
+ 0.0%
$28.95 - $34.22 $86.9 - $103
100K $3.11M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
16.9K
+ 1.81%
$12.21 - $13.9 $206K - $235K
948K $12.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.92K
+ 1.07%
$83.97 - $92.85 $161K - $178K
182K $16.1M
ICLR
Icon PLC

Healthcare
276
+ 1.92%
$126.62 - $168.7 $34.9K - $46.6K
14.7K $2.13M
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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