EXENCIAL WEALTH ADVISORS, LLC Q1 2024 Filing

Filed May 10, 2024

Portfolio Value

$2.7T

Holdings

488

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (488 positions)

StockValue
GSKGSK PLC
$2.2B
ENBENBRIDGE INC
$2.2B
QUALISHARES TR
$2.1B
CSCOCISCO SYS INC
$2.1B
VRSKVERISK ANALYTICS INC
$2.1B
GDGENERAL DYNAMICS CORP
$2.1B
CNCCENTENE CORP DEL
$2.0B
AMTAMERICAN TOWER CORP NEW
$2.0B
TSTENARIS S A
$2.0B
SEIVSEI EXCHANGE TRADED FUNDS
$1.9B
CATCATERPILLAR INC
$1.9B
SEIMSEI EXCHANGE TRADED FUNDS
$1.9B
AVGOBROADCOM INC
$1.9B
GPNGLOBAL PMTS INC
$1.9B
VVVANGUARD INDEX FDS
$1.9B
AONAON PLC
$1.8B
YUMCYUM CHINA HLDGS INC
$1.8B
XLKSELECT SECTOR SPDR TR
$1.8B
CELHCELSIUS HLDGS INC
$1.8B
SCHASCHWAB STRATEGIC TR
$1.8B
DGROISHARES TR
$1.8B
FDXFEDEX CORP
$1.7B
EFAISHARES TR
$1.7B
VTIPVANGUARD MALVERN FDS
$1.7B
DISDISNEY WALT CO
$1.7B
USRTISHARES TR
$1.7B
BACBANK AMERICA CORP
$1.7B
FMCFMC CORP
$1.6B
REETISHARES TR
$1.6B
VTIVANGUARD INDEX FDS
$1.6B
AMDADVANCED MICRO DEVICES INC
$1.6B
IWNISHARES TR
$1.5B
CRMSALESFORCE INC
$1.5B
OGSONE GAS INC
$1.5B
GISGENERAL MLS INC
$1.4B
XLVSELECT SECTOR SPDR TR
$1.4B
INTCINTEL CORP
$1.4B
ETENERGY TRANSFER L P
$1.4B
GLPIGAMING & LEISURE PPTYS INC
$1.4B
AMATAPPLIED MATLS INC
$1.3B
MOALTRIA GROUP INC
$1.3B
WMTWALMART INC
$1.3B
TTELUS CORPORATION
$1.3B
PANWPALO ALTO NETWORKS INC
$1.3B
BNSBANK NOVA SCOTIA HALIFAX
$1.3B
SPHYSPDR SER TR
$1.2B
PHPARKER-HANNIFIN CORP
$1.2B
RTORENTOKIL INITIAL PLC
$1.2B
CLCOLGATE PALMOLIVE CO
$1.2B
TAT&T INC
$1.2B
PTYPIMCO CORPORATE & INCOME OPP
$1.2B
HYDVANECK ETF TRUST
$1.2B
DUKDUKE ENERGY CORP NEW
$1.2B
CNHICNH INDL N V
$1.2B
GFLGFL ENVIRONMENTAL INC
$1.2B
HYMBSPDR SER TR
$1.1B
NXPINXP SEMICONDUCTORS N V
$1.1B
EEMISHARES TR
$1.1B
CTRACOTERRA ENERGY INC
$1.1B
IEFISHARES TR
$1.1B
MUFGMITSUBISHI UFJ FINL GROUP IN
$1.1B
NKENIKE INC
$1.1B
FBTCFIDELITY WISE ORIGIN BITCOIN
$1.1B
VWOBVANGUARD WHITEHALL FDS
$1.1B
FTSLFIRST TR EXCHANGE-TRADED FD
$1.1B
BMYBRISTOL-MYERS SQUIBB CO
$1.1B
CMCSACOMCAST CORP NEW
$1.1B
VRTXVERTEX PHARMACEUTICALS INC
$1.1B
EQREQUITY RESIDENTIAL
$1.1B
DFACDIMENSIONAL ETF TRUST
$1.0B
EMBISHARES TR
$1.0B
WFCWELLS FARGO CO NEW
$1.0B
DFASDIMENSIONAL ETF TRUST
$1.0B
MRGRPROSHARES TR
$1.0B
EWEDWARDS LIFESCIENCES CORP
$999.6M
HDBHDFC BANK LTD
$994.8M
SPABSPDR SER TR
$987.4M
ORLYOREILLY AUTOMOTIVE INC
$965.0M
XLISELECT SECTOR SPDR TR
$960.5M
AFLAFLAC INC
$945.6M
IJRISHARES TR
$935.4M
ARKTARK ETF TR
$935.0M
MPLXMPLX LP
$929.3M
DFIPDIMENSIONAL ETF TRUST
$922.6M
4I1PHILIP MORRIS INTL INC
$916.9M
DONWISDOMTREE TR
$911.4M
SEIQSEI EXCHANGE TRADED FUNDS
$907.1M
NFLXNETFLIX INC
$903.4M
DDOMINION ENERGY INC
$871.6M
IWOISHARES TR
$850.7M
IJTISHARES TR
$829.1M
EMLCVANECK ETF TRUST
$823.2M
TOTLSSGA ACTIVE ETF TR
$808.8M
CBOECBOE GLOBAL MKTS INC
$804.2M
MMM3M CO
$802.4M
TTTRANE TECHNOLOGIES PLC
$792.2M
NTRNUTRIEN LTD
$787.0M
SOXXISHARES TR
$781.5M
SCHWSCHWAB CHARLES CORP
$769.6M
USBUS BANCORP DEL
$768.5M
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