Exencial Wealth Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.72 Billion distributed in 491 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $114M, Microsoft Corp with a value of $86M, Vanguard Value ETF with a value of $63.9M, Vanguard Small Cap Value ETF with a value of $55.8M, and Alphabet Inc. with a value of $49.8M.
Examining the 13F form we can see an increase of $106M in the current position value, from $2.62B to 2.72B.
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
$2.72 Billion
ETFs: $1.28 Billion
Technology: $454 Million
Healthcare: $229 Million
Financial Services: $221 Million
Communication Services: $115 Million
Industrials: $112 Million
Consumer Cyclical: $94.6 Million
Consumer Defensive: $83.8 Million
Other: $132 Million
Stock Holdings Table Market Cap. of $200 Billions or more
