Exencial Wealth Advisors, LLC Sells in Q3 2024

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-2.63K
- 5.6%
$163.84 - $199.33 $431K - $524K
44.3K $8.75M
LOW
Lowes Companies Inc

Consumer Cyclical
-471
- 2.79%
$213.3 - $270.78 $100K - $128K
16.4K $4.45M
V
Visa Inc.

Financial Services
-1.58K
- 1.7%
$253.74 - $291.56 $401K - $461K
91.4K $25.1M
PSA
Public Storage

Real Estate
-657
- 4.86%
$283.13 - $365.01 $186K - $240K
12.9K $4.68M
VBR
Vanguard Small Cap Value ETF

ETFs
-22.9K
- 7.62%
$179.99 - $201.6 $4.13M - $4.62M
278K $55.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.44K
- 1.78%
$60.13 - $68.17 $207K - $235K
190K $12.9M
VO
Vanguard Mid Cap ETF

ETFs
-1.97K
- 2.77%
$237.84 - $263.83 $468K - $519K
68.9K $18.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.2K
- 2.02%
$520.18 - $576.82 $622K - $689K
57.8K $33.4M
ABT
Abbott Laboratories

Healthcare
-4.84K
- 2.96%
$100.07 - $118.13 $484K - $572K
159K $18.1M
TRU
Trans Union

Industrials
-1.42K
- 3.29%
$72.72 - $106.05 $103K - $151K
41.7K $4.37M
EFV
Msci Eafe Value ETF

ETFs
-10.4K
- 2.62%
$51.72 - $57.96 $540K - $606K
388K $22.3M
EVRG
Evergy, Inc.

Utilities
-6.81K
- 3.5%
$52.46 - $62.01 $357K - $422K
188K $11.6M
WTW
Willis Towers Watson PLC

Financial Services
-1.15K
- 2.09%
$257.34 - $294.53 $295K - $338K
53.7K $15.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.22K
- 0.59%
$41.9 - $48.26 $92.9K - $107K
375K $17.9M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-7.09K
- 5.92%
$150.01 - $182.29 $1.06M - $1.29M
113K $20.5M
MDT
Medtronic PLC

Healthcare
-5.63K
- 3.09%
$76.84 - $91.03 $433K - $513K
176K $15.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
-366
- 0.48%
$259.22 - $299.75 $94.9K - $110K
76.2K $21.5M
CCI
Crown Castle International Corp

Real Estate
-2.5K
- 2.72%
$95.29 - $120.24 $238K - $300K
89.3K $10.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-15.9K
- 4.92%
$95.81 - $109.03 $1.53M - $1.74M
308K $33.1M
RTX
Raytheon Technologies Corp

Industrials
-6.25K
- 4.81%
$99.55 - $123.34 $622K - $771K
124K $15M
HLN
Haleon PLC

Healthcare
-26.3K
- 2.41%
$8.32 - $10.7 $219K - $281K
1.07M $11.3M
MA
Mastercard Inc

Financial Services
-1.06K
- 1.82%
$429.6 - $500.99 $453K - $529K
56.9K $28.1M
SPGI
S&P Global Inc.

Financial Services
-686
- 1.57%
$446.32 - $527.38 $306K - $362K
43K $22.2M
ORCL
Oracle Corp

Technology
-8.25K
- 5.25%
$125.9 - $170.35 $1.04M - $1.41M
149K $25.3M
VTV
Vanguard Value ETF

ETFs
-10.5K
- 2.79%
$159.75 - $174.57 $1.68M - $1.84M
366K $63.9M
META
Meta Platforms, Inc.

Communication Services
-2.35K
- 3.28%
$453.41 - $572.44 $1.07M - $1.35M
69.3K $39.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.58K
- 1.56%
$405.19 - $478.57 $642K - $758K
100K $46.1M
UNH
Unitedhealth Group Inc

Healthcare
-1.68K
- 2.16%
$488.01 - $604.18 $821K - $1.02M
76.3K $44.6M
AAPL
Apple Inc.

Technology
-24.9K
- 4.83%
$207.23 - $234.82 $5.15M - $5.84M
490K $114M
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
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email