Exencial Wealth Advisors, LLC Portfolio Holdings
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 491
- Current Value $2.72 Billion
- Prior Value $2.62 Billion
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 29 stocks
- Additional Purchases 158 stocks
- Sold out of 0 stocks
- Reduced holdings in 280 stocks