Exencial Wealth Advisors, LLC New Holdings in Q3 2025

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
23.4K
New
$387.78 - $645.35 $9.08M - $15.1M
23.4K $11.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
201K
New
$38.58 - $58.24 $7.75M - $11.7M
201K $7.87M
IBOC
International Bancshares Corp

Financial Services
25.1K
New
$67.44 - $72.68 $1.7M - $1.83M
25.1K $1.73M
MRVL
Marvell Technology, Inc.

Technology
12.5K
New
$62.31 - $84.07 $778K - $1.05M
12.5K $1.05M
KAI
Kadant Inc

Industrials
2.12K
New
$297.58 - $358.61 $630K - $760K
2.12K $630K
IT
Gartner Inc

Technology
2.25K
New
$225.98 - $406.7 $508K - $915K
2.25K $591K
RACE
Ferrari N.V.

Consumer Cyclical
1.17K
New
$436.24 - $517.65 $510K - $606K
1.17K $567K
WAT
Waters Corp

Healthcare
1.65K
New
$277.72 - $357.04 $459K - $590K
1.65K $495K
RH
Rh

Consumer Cyclical
2.43K
New
$187.54 - $251.0 $455K - $609K
2.43K $492K
DECK
Deckers Outdoor Corp

Consumer Cyclical
4.63K
New
$95.32 - $123.91 $442K - $574K
4.63K $469K
APP
App Lovin Corp

Technology
543
New
$335.1 - $718.54 $182K - $390K
543 $390K
HOOD
Robinhood Markets, Inc.

Technology
2.26K
New
$91.27 - $143.18 $206K - $323K
2.26K $323K
NEM
Newmont Corp

Basic Materials
3.3K
New
$57.35 - $85.25 $189K - $281K
3.3K $277K
VRT
Vertiv Holdings CO

Industrials
3.16K
New
N/A
3.16K $273K
XEL
Xcel Energy Inc

Utilities
3.24K
New
$67.56 - $80.65 $219K - $261K
3.24K $261K
DVN
Devon Energy Corp

Energy
7.4K
New
$31.75 - $36.99 $235K - $274K
7.4K $259K
HPQ
Hp Inc

Technology
9.31K
New
$24.45 - $29.35 $228K - $273K
9.31K $253K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.41K
New
$103.83 - $179.9 $146K - $253K
1.41K $251K
GLDM
World Gold Trust

ETFs
3.28K
New
$64.73 - $76.45 $212K - $251K
3.28K $250K
TRV
Travelers Companies, Inc.

Financial Services
881
New
$250.62 - $279.43 $221K - $246K
881 $245K
EIX
Edison International

Utilities
4.44K
New
$50.42 - $56.35 $224K - $250K
4.44K $245K
MPC
Marathon Petroleum Corp

Energy
1.26K
New
$158.59 - $198.69 $200K - $250K
1.26K $242K
HCA
Hca Healthcare, Inc.

Healthcare
560
New
$334.32 - $426.2 $187K - $239K
560 $238K
ES
Eversource Energy

Utilities
3.27K
New
$62.86 - $71.14 $206K - $233K
3.27K $232K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.37K
New
$46.69 - $59.27 $204K - $259K
4.37K $232K
OUNZ
Van Eck Merk Gold Trust

ETFs
6.21K
New
$31.49 - $37.19 $195K - $231K
6.21K $230K
CFG
Citizens Financial Group Inc

Financial Services
4.24K
New
$46.1 - $53.65 $195K - $227K
4.24K $225K
PLD
Prologis, Inc.

Real Estate
1.95K
New
$104.08 - $115.35 $203K - $225K
1.95K $223K
FANG
Diamondback Energy, Inc.

Energy
1.56K
New
$134.53 - $152.5 $210K - $238K
1.56K $223K
BHP
Bhp Group LTD

Basic Materials
3.87K
New
$48.67 - $56.22 $188K - $218K
3.87K $215K
BOTZ
Global X Fds

ETFs
6.04K
New
$32.14 - $35.96 $194K - $217K
6.04K $213K
EME
Emcor Group, Inc.

Industrials
324
New
$530.88 - $655.83 $172K - $212K
324 $210K
IESC
Ies Holdings, Inc.

Industrials
524
New
$289.3 - $397.65 $152K - $208K
524 $208K
WPC
W. P. Carey Inc.

Real Estate
3.07K
New
$61.29 - $68.7 $188K - $211K
3.07K $207K
CCL
Carnival Corp

Consumer Cyclical
7.09K
New
$28.37 - $32.49 $201K - $230K
7.09K $204K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.02K
New
$185.88 - $207.44 $190K - $212K
1.02K $204K
RSG
Republic Services, Inc.

Industrials
892
New
$225.33 - $246.01 $201K - $219K
892 $204K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.21K
New
$158.24 - $191.13 $191K - $231K
1.21K $200K
ADSK
Autodesk, Inc.

Technology
689
New
N/A
689 $169K
VTRS
Viatris Inc

Healthcare
10.9K
New
$8.74 - $10.69 $95.1K - $116K
10.9K $107K
SAN
Banco Santander, S.A.

Financial Services
10K
New
$8.27 - $10.48 $83.1K - $105K
10K $105K
Bitwise Ethereum ETF
9.7K
New
N/A
9.7K $0
Coreweave Inc
4.03K
New
N/A
4.03K $0
Innovex International Inc
32.8K
New
N/A
32.8K $0
Super Micro Computer Inc
9.37K
New
N/A
9.37K $0
Advisors Ser Tr
5.15K
New
N/A
5.15K $0
Activity Summary
Buys All Purchases 331 New Holdings 47 Increased Positions 284 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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