Exencial Wealth Advisors, LLC New Holdings in Q3 2024

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
44K
New
$113.01 - $154.34 $4.97M - $6.79M
44K $5.58M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
42.7K
New
$52.27 - $60.45 $2.23M - $2.58M
42.7K $2.53M
CXM
Sprinklr, Inc.

Technology
89.5K
New
$7.36 - $10.05 $658K - $899K
89.5K $692K
CPRI
Capri Holdings LTD

Consumer Cyclical
15.7K
New
$29.61 - $42.44 $464K - $665K
15.7K $664K
EL
Estee Lauder Companies Inc

Consumer Defensive
4.68K
New
$84.18 - $106.5 $394K - $498K
4.68K $466K
ALL
Allstate Corp

Financial Services
2.41K
New
$158.43 - $192.86 $382K - $465K
2.41K $456K
APO
Apollo Global Management, Inc.

Financial Services
3.42K
New
$99.16 - $125.81 $340K - $431K
3.42K $427K
WMS
Advanced Drainage Systems, Inc.

Industrials
2.69K
New
$140.18 - $178.56 $378K - $481K
2.69K $423K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
3.31K
New
$84.66 - $123.5 $280K - $408K
3.31K $391K
HPQ
Hp Inc

Technology
8.31K
New
$32.02 - $38.11 $266K - $317K
8.31K $297K
GILD
Gilead Sciences, Inc.

Healthcare
3.04K
New
$66.59 - $83.99 $203K - $256K
3.04K $255K
BK
Bank Of New York Mellon Corp

Financial Services
3.53K
New
$59.54 - $72.17 $210K - $255K
3.53K $253K
TFX
Teleflex Inc

Healthcare
955
New
$211.25 - $247.28 $202K - $236K
955 $236K
CAG
Conagra Brands Inc.

Consumer Defensive
7.05K
New
$28.13 - $32.83 $198K - $231K
7.05K $229K
BX
Blackstone Inc.

Financial Services
1.46K
New
$120.77 - $159.66 $177K - $234K
1.46K $224K
CINF
Cincinnati Financial Corp

Financial Services
1.62K
New
$115.7 - $138.2 $188K - $224K
1.62K $220K
ETR
Entergy Corp

Utilities
1.64K
New
$104.75 - $131.61 $171K - $215K
1.64K $215K
UBER
Uber Technologies, Inc

Technology
2.83K
New
$58.48 - $77.47 $165K - $219K
2.83K $212K
MPC
Marathon Petroleum Corp

Energy
1.3K
New
$158.61 - $180.75 $206K - $234K
1.3K $211K
KMB
Kimberly Clark Corp

Consumer Defensive
1.48K
New
$135.05 - $148.35 $200K - $220K
1.48K $210K
BHP
Bhp Group LTD

Basic Materials
3.34K
New
$51.32 - $62.11 $171K - $207K
3.34K $207K
A
Agilent Technologies, Inc.

Healthcare
1.38K
New
$125.42 - $148.48 $173K - $205K
1.38K $204K
QLD
Proshares Ultra Qqq

ETFs
2K
New
$81.06 - $109.83 $162K - $220K
2K $201K
KLXE
Klx Energy Services Holdings, Inc.

Energy
14K
New
$4.63 - $7.46 $64.8K - $104K
14K $76K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
18.3K
New
$0.76 - $2.15 $13.9K - $39.4K
18.3K $16K
CONL
Graniteshares ETF Tr
9.72K
New
N/A
9.72K $0
Simplify Exchange Traded Fun
10.7K
New
N/A
10.7K $0
Global X Fds
3.63K
New
N/A
3.63K $0
Activity Summary
Buys All Purchases 187 New Holdings 29 Increased Positions 158 Sells All Sells 280 Reductions 280 Sold out 0 Options Calls 4 Puts 2
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