EXENCIAL WEALTH ADVISORS, LLC Q1 2022 Filing

Filed May 12, 2022

Portfolio Value

$2.0B

Holdings

440

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (440 positions)

StockValue
EEMISHARES TR
$1.5M
XLKSELECT SECTOR SPDR TR
$1.5M
NVDANVIDIA CORPORATION
$1.5M
BNDVANGUARD BD INDEX FDS
$1.5M
BUDANHEUSER BUSCH INBEV SA/NV
$1.5M
CMECME GROUP INC
$1.4M
BACBK OF AMERICA CORP
$1.4M
VEAVANGUARD TAX-MANAGED INTL FD
$1.4M
CNCCENTENE CORP DEL
$1.4M
SONYSONY GROUP CORPORATION
$1.3M
AEPAMERICAN ELEC PWR CO INC
$1.3M
FDXFEDEX CORP
$1.3M
EPDENTERPRISE PRODS PARTNERS L
$1.3M
NXPINXP SEMICONDUCTORS N V
$1.3M
BNDXVANGUARD CHARLOTTE FDS
$1.3M
MCXMCCORMICK & CO INC
$1.3M
IWNISHARES TR
$1.2M
CLCOLGATE PALMOLIVE CO
$1.2M
SAPSAP SE
$1.2M
4I1PHILIP MORRIS INTL INC
$1.2M
MRKMERCK & CO INC
$1.2M
LLYLILLY ELI & CO
$1.2M
DUKDUKE ENERGY CORP NEW
$1.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.1M
RYAAYRYANAIR HOLDINGS PLC
$1.1M
MCOMOODYS CORP
$1.1M
INFYINFOSYS LTD
$1.1M
APHAMPHENOL CORP NEW
$1.1M
BSVVANGUARD BD INDEX FDS
$1.1M
IWMISHARES TR
$1.1M
IBBISHARES TR
$1.0M
OKEONEOK INC NEW
$1.0M
MSCIMSCI INC
$1.0M
TXTERNIUM SA
$990K
XLYSELECT SECTOR SPDR TR
$966K
AFLAFLAC INC
$957K
SOXXISHARES TR
$947K
IXJISHARES TR
$946K
VNQVANGUARD INDEX FDS
$944K
MPLXMPLX LP
$933K
BMYBRISTOL-MYERS SQUIBB CO
$927K
WMTWALMART INC
$890K
AMLPALPS ETF TR
$871K
BNSBANK NOVA SCOTIA B C
$860K
WBAWALGREENS BOOTS ALLIANCE INC
$832K
DVNDEVON ENERGY CORP NEW
$827K
AKXANSYS INC
$813K
BXBLACKSTONE INC
$801K
HACKUSDETF MANAGERS TR
$782K
IAU*ISHARES GOLD TR
$767K
IYRISHARES TR
$766K
XTISHARES TR
$766K
ITA*ISHARES TR
$763K
ETENERGY TRANSFER L P
$749K
IAGGISHARES TR
$740K
IJTISHARES TR
$733K
SKYYFIRST TR EXCHANGE TRADED FD
$730K
CGWINVESCO EXCH TRADED FD TR II
$730K
XLISELECT SECTOR SPDR TR
$729K
WEXWEX INC
$714K
CMCSACOMCAST CORP NEW
$711K
TUSKMAMMOTH ENERGY SVCS INC
$704K
BABOEING CO
$703K
USBUS BANCORP DEL
$702K
TFCTRUIST FINL CORP
$701K
STOTSSGA ACTIVE TR
$696K
SBRSABINE RTY TR
$693K
IWOISHARES TR
$686K
IJRISHARES TR
$670K
CHKPCHECK POINT SOFTWARE TECH LT
$658K
EFAISHARES TR
$652K
NTRSNORTHERN TR CORP
$647K
MDYSPDR S&P MIDCAP 400 ETF TR
$640K
PHGKONINKLIJKE PHILIPS N V
$628K
RWRSPDR SER TR
$620K
WMBWILLIAMS COS INC
$618K
VCSHVANGUARD SCOTTSDALE FDS
$617K
FDNFIRST TR EXCHANGE-TRADED FD
$604K
GSGOLDMAN SACHS GROUP INC
$567K
HONHONEYWELL INTL INC
$567K
AQLTISHARES TR
$564K
ETF MANAGERS TR
$542K
REMXVANECK ETF TRUST
$542K
VTIPVANGUARD MALVERN FDS
$540K
USFDUS FOODS HLDG CORP
$537K
ADPAUTOMATIC DATA PROCESSING IN
$534K
VIGVANGUARD SPECIALIZED FUNDS
$534K
JBHTHUNT J B TRANS SVCS INC
$508K
ISCFISHARES TR
$505K
IWCISHARES TR
$505K
XYZBLOCK INC
$487K
SBIOALPS ETF TR
$478K
REETISHARES TR
$476K
SDYSPDR SER TR
$465K
VGTVANGUARD WORLD FDS
$450K
SLYSPDR SER TR
$448K
IWDISHARES TR
$446K
TTTRANE TECHNOLOGIES PLC
$444K
ARKGARK ETF TR
$443K
AMDADVANCED MICRO DEVICES INC
$440K
PreviousPage 3 of 5Next