Exencial Wealth Advisors, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.62 Billion distributed in 484 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $108M, Microsoft Corp with a value of $91.6M, Vanguard Value ETF with a value of $60.4M, Alphabet Inc. with a value of $55.5M, and Vanguard Small Cap Value ETF with a value of $54.9M.
Examining the 13F form we can see an decrease of $16.1M in the current position value, from $2.63B to 2.62B.
Exencial Wealth Advisors, LLC is based out at Oklahoma City, OK
Below you can find more details about Exencial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.62 Billion
ETFs: $1.22 Billion
Technology: $440 Million
Healthcare: $207 Million
Financial Services: $205 Million
Communication Services: $127 Million
Industrials: $110 Million
Consumer Defensive: $90.6 Million
Consumer Cyclical: $82.9 Million
Other: $137 Million
Stock Holdings Table Market Cap. of $200 Billions or more
