Exencial Wealth Advisors, LLC Portfolio Holdings
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 500
- Current Value $2.66 Billion
- Prior Value $2.72 Billion
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 26 stocks
- Additional Purchases 194 stocks
- Sold out of 0 stocks
- Reduced holdings in 252 stocks