Exencial Wealth Advisors, LLC New Holdings in Q1 2025

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CELH
Celsius Holdings, Inc.

Consumer Defensive
46K
New
$21.28 - $35.62 $978K - $1.64M
46K $1.64M
ITW
Illinois Tool Works Inc

Industrials
4.44K
New
$244.9 - $274.48 $1.09M - $1.22M
4.44K $1.1M
HSBC
Hsbc Holdings PLC

Financial Services
16.7K
New
$48.68 - $61.58 $813K - $1.03M
16.7K $959K
PGR
Progressive Corp

Financial Services
2.99K
New
$235.61 - $291.22 $703K - $869K
2.99K $844K
MEOH
Methanex Corp

Basic Materials
23.5K
New
$35.09 - $53.61 $826K - $1.26M
23.5K $825K
LDOS
Leidos Holdings, Inc.

Technology
4.82K
New
$126.82 - $161.11 $611K - $777K
4.82K $650K
FXE
Invesco Currency Shares Euro Trust

ETFs
5.36K
New
$94.32 - $101.09 $505K - $541K
5.36K $535K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
10.5K
New
$47.35 - $48.24 $498K - $508K
10.5K $500K
FITB
Fifth Third Bancorp

Financial Services
10.5K
New
$37.48 - $44.96 $395K - $474K
10.5K $413K
ARMK
Aramark

Industrials
11.9K
New
$34.13 - $39.63 $407K - $472K
11.9K $411K
OKTA
Okta, Inc.

Technology
3.28K
New
$78.83 - $116.72 $258K - $383K
3.28K $344K
BSX
Boston Scientific Corp

Healthcare
2.55K
New
$89.38 - $106.18 $228K - $270K
2.55K $256K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.9K
New
$80.53 - $147.57 $153K - $281K
1.9K $251K
AEE
Ameren Corp

Utilities
2.17K
New
$86.87 - $103.67 $188K - $225K
2.17K $217K
CTVA
Corteva, Inc.

Basic Materials
3.36K
New
$55.94 - $66.15 $188K - $222K
3.36K $211K
KR
Kroger CO

Consumer Defensive
3.08K
New
$58.36 - $67.72 $179K - $208K
3.08K $208K
IDCC
Inter Digital, Inc.

Communication Services
1K
New
$171.68 - $225.72 $172K - $226K
1K $207K
ELV
Elevance Health, Inc.

Healthcare
469
New
$365.9 - $436.25 $172K - $205K
469 $203K
ROP
Roper Technologies Inc

Industrials
340
New
$502.71 - $593.81 $171K - $202K
340 $200K
INMD
In Mode Ltd.

Healthcare
10.3K
New
$15.9 - $19.4 $163K - $199K
10.3K $181K
TMQ
Trilogy Metals Inc.

Basic Materials
11.2K
New
$1.08 - $1.99 $12.1K - $22.3K
11.2K $17K
Celestica Inc
15.7K
New
N/A
15.7K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
17.5K
New
N/A
17.5K $0
Avadel Pharmaceuticals PLC
10.5K
New
N/A
10.5K $0
Cooper Cos Inc
102K
New
N/A
102K $0
Activity Summary
Buys All Purchases 248 New Holdings 26 Increased Positions 222 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 0 Puts 0
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