Exencial Wealth Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.66 Billion distributed in 500 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $122M, Microsoft Corp with a value of $82.2M, Vanguard Value ETF with a value of $60.3M, Invesco S&P 500 Equal Weight E with a value of $57.6M, and Amazon Com Inc with a value of $56.1M.
Examining the 13F form we can see an decrease of $59.5M in the current position value, from $2.72B to 2.66B.
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
$2.66 Billion
ETFs: $1.27 Billion
Technology: $427 Million
Financial Services: $224 Million
Healthcare: $204 Million
Industrials: $120 Million
Communication Services: $117 Million
Consumer Cyclical: $107 Million
Consumer Defensive: $76.6 Million
Other: $116 Million
Stock Holdings Table Market Cap. of $200 Billions or more
