Exencial Wealth Advisors, LLC Incresed Positions in Q2 2025

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
47
+ 1.56%
$206.34 - $257.46 $9.7K - $12.1K
3.07K $785K
AMT
American Tower Corp

Real Estate
214
+ 3.24%
$203.96 - $228.19 $43.6K - $48.8K
6.82K $1.51M
CBOE
Cboe Global Markets, Inc.

Financial Services
155
+ 3.19%
$205.81 - $234.23 $31.9K - $36.3K
5.01K $1.17M
VOT
Vanguard Mid Cap Growth Index

ETFs
4
+ 0.26%
$216.28 - $284.39 $865 - $1.14K
1.54K $439K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
84
+ 0.75%
$30.25 - $38.85 $2.54K - $3.26K
11.3K $436K
TFC
Truist Financial Corp

Financial Services
792
+ 5.97%
$34.79 - $42.99 $27.6K - $34K
14.1K $604K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
34
+ 2.29%
$224.16 - $285.86 $7.62K - $9.72K
1.52K $434K
BK
Bank Of New York Mellon Corp

Financial Services
288
+ 8.69%
$73.31 - $91.62 $21.1K - $26.4K
3.6K $328K
F
Ford Motor CO

Consumer Cyclical
2.65K
+ 13.39%
$8.69 - $10.85 $23K - $28.7K
22.4K $243K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4
+ 0.08%
$108.87 - $133.04 $435 - $532
5.17K $687K
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.27%
$1561.69 - $1966.55 $1.56K - $1.97K
377 $737K
GILD
Gilead Sciences, Inc.

Healthcare
390
+ 12.66%
$96.91 - $113.0 $37.8K - $44.1K
3.47K $384K
MDLZ
Mondelez International, Inc.

Consumer Defensive
578
+ 12.25%
$63.54 - $68.5 $36.7K - $39.6K
5.3K $357K
CB
Chubb LTD

Financial Services
521
+ 5.6%
$274.32 - $302.46 $143K - $158K
9.83K $2.85M
KR
Kroger CO

Consumer Defensive
339
+ 11.02%
$64.62 - $74.0 $21.9K - $25.1K
3.41K $244K
LMT
Lockheed Martin Corp

Industrials
55
+ 8.87%
$430.82 - $486.45 $23.7K - $26.8K
675 $312K
NG
Novagold Resources Inc

Basic Materials
25
+ 0.09%
$2.28 - $4.98 $57 - $125
27.5K $112K
AON
Aon PLC

Financial Services
1.01K
+ 12.87%
$335.85 - $398.81 $340K - $404K
8.87K $3.17M
BSX
Boston Scientific Corp

Healthcare
88
+ 3.46%
$89.7 - $107.41 $7.89K - $9.45K
2.63K $282K
WMS
Advanced Drainage Systems, Inc.

Industrials
66
+ 2.24%
$96.79 - $123.55 $6.39K - $8.15K
3.01K $345K
SCCO
Southern Copper Corp

Basic Materials
32
+ 1.21%
$75.63 - $104.64 $2.42K - $3.35K
2.69K $271K
PPG
Ppg Industries Inc

Basic Materials
27
+ 0.63%
$91.66 - $115.04 $2.47K - $3.11K
4.33K $491K
BX
Blackstone Inc.

Financial Services
45
+ 2.89%
$120.07 - $151.11 $5.4K - $6.8K
1.6K $239K
HYG
Ishares Tr

ETFs
61
+ 0.78%
$75.75 - $80.65 $4.62K - $4.92K
7.85K $633K
IDCC
Inter Digital, Inc.

Communication Services
4
+ 0.4%
$183.37 - $234.7 $733 - $939
1.01K $225K
APO
Apollo Global Management, Inc.

Financial Services
4
+ 0.12%
$108.68 - $145.07 $435 - $580
3.44K $488K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
320
+ 2.16%
$41.1 - $42.37 $13.2K - $13.6K
15.1K $638K
SLV
I Shares Silver Trust

ETFs
50
+ 0.71%
$27.08 - $33.74 $1.35K - $1.69K
7.09K $232K
HL
Hecla Mining CO

Basic Materials
98
+ 0.35%
$4.54 - $6.45 $445 - $632
28.4K $169K
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
AZN
Astrazeneca PLC

Healthcare
1.66K
+ 5.35%
$64.87 - $75.0 $108K - $125K
32.7K $2.29M
CMF
Ishares California Muni Bond E

ETFs
105
+ 2.34%
$54.52 - $56.7 $5.72K - $5.95K
4.59K $256K
MEOH
Methanex Corp

Basic Materials
1.45K
+ 6.15%
$25.87 - $37.31 $37.4K - $54K
25K $826K
Blackrock Inc
26
+ 0.87%
N/A
3.03K $0
Linde PLC
61
+ 7.35%
N/A
891 $0
Fidelity Wise Origin Bitcoin
5.45K
+ 7.06%
N/A
82.7K $0
Proshares Tr
1.37K
+ 5.33%
N/A
27K $0
Onemednet Corp
45.4K
+ 3.14%
N/A
1.49M $0
NEE
Nextera Energy Inc

Utilities
271
+ 2.08%
$64.11 - $75.0 $17.4K - $20.3K
13.3K $925K
Avadel Pharmaceuticals PLC
26
+ 0.25%
N/A
10.5K $0
Global X Fds
179
+ 6.89%
N/A
2.78K $0
Fidelity Covington Trust
25
+ 0.36%
N/A
6.97K $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
32
+ 0.82%
$51.14 - $57.0 $1.64K - $1.82K
3.94K $223K
Canadian Pacific Kansas City
692
+ 3.85%
N/A
18.7K $0
Dimensional ETF Trust
103K
+ 18.08%
N/A
674K $0
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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