Exencial Wealth Advisors, LLC Reduced Holdings in Q2 2025

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-536
- 1.91%
$180.84 - $240.32 $96.9K - $129K
27.5K $6.6M
EMR
Emerson Electric CO

Industrials
-830
- 1.84%
$94.15 - $133.33 $78.1K - $111K
44.2K $5.89M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-579
- 0.91%
$104.23 - $134.39 $60.3K - $77.8K
63.4K $8.52M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.23K
- 2.23%
$39.89 - $49.46 $328K - $407K
360K $17.8M
JPM
Jpmorgan Chase & CO

Financial Services
-289
- 0.96%
$210.28 - $289.91 $60.8K - $83.8K
29.8K $8.65M
FNDF
Schwab Fundamental Intl Large

ETFs
-31.1K
- 4.57%
$32.25 - $40.02 $1M - $1.25M
650K $26M
EFV
Msci Eafe Value ETF

ETFs
-4.4K
- 1.15%
$52.4 - $64.65 $231K - $285K
379K $24.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.47K
- 1.32%
$57.14 - $72.68 $141K - $180K
185K $13.5M
GOOGL
Alphabet Inc.

Communication Services
-1.66K
- 1.9%
$144.7 - $178.6 $240K - $296K
85.5K $15.1M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-3.33K
- 4.05%
$160.22 - $209.35 $534K - $698K
79K $16.5M
ORCL
Oracle Corp

Technology
-31K
- 28.15%
$122.82 - $218.63 $3.8M - $6.77M
79.1K $17.3M
FNDC
Schwab Fundamental Intl Small

ETFs
-16.4K
- 2.7%
$32.97 - $42.05 $540K - $689K
590K $24.8M
ETN
Eaton Corp PLC

Industrials
-116
- 0.3%
$246.52 - $356.99 $28.6K - $41.4K
38.9K $13.9M
LHX
L3 Harris Technologies, Inc.

Industrials
-3.53K
- 3.51%
$200.21 - $256.99 $706K - $906K
96.9K $24.3M
GOOG
Alphabet Inc.

Communication Services
-10.9K
- 4.02%
$146.58 - $180.01 $1.6M - $1.97M
261K $46.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.51K
- 4.0%
$141.37 - $228.57 $496K - $802K
84.2K $19.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.06K
- 0.81%
$167.32 - $223.3 $345K - $460K
253K $55.5M
META
Meta Platforms, Inc.

Communication Services
-2.14K
- 3.49%
$484.66 - $738.09 $1.04M - $1.58M
59.2K $43.7M
NVDA
Nvidia Corp

Technology
-22K
- 7.61%
$94.31 - $157.99 $2.07M - $3.47M
267K $42.1M
AVGO
Broadcom Inc.

Technology
-2.67K
- 2.04%
$146.29 - $275.65 $390K - $736K
128K $35.3M
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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