EXENCIAL WEALTH ADVISORS, LLC Q4 2020 Filing

Filed February 11, 2021

Portfolio Value

$1.5B

Holdings

364

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (364 positions)

StockValue
SBIOALPS ETF TR
$319K
PXHINVESCO EXCH TRADED FD TR II
$317K
LBTYBLIBERTY GLOBAL PLC
$317K
ISRGINTUITIVE SURGICAL INC
$312K
SNOWSNOWFLAKE INC
$312K
ITA*ISHARES TR
$310K
NVTA1EURINVITAE CORP
$308K
ETENERGY TRANSFER LP
$306K
MDLZMONDELEZ INTL INC
$298K
KMIKINDER MORGAN INC DEL
$297K
RSPTINVESCO EXCHANGE TRADED FD T
$295K
TREXTREX CO INC
$294K
GMGENERAL MTRS CO
$292K
PLTRPALANTIR TECHNOLOGIES INC
$285K
PRFZINVESCO EXCHANGE TRADED FD T
$284K
PTONPELOTON INTERACTIVE INC
$280K
EEFTEURONET WORLDWIDE INC
$278K
TTITETRA TECHNOLOGIES INC DEL
$272K
TWLOTWILIO INC
$272K
EWLISHARES INC
$270K
DWDMORGAN STANLEY
$268K
FTECFIDELITY COVINGTON TRUST
$266K
SPYVSPDR SER TR
$265K
IVWISHARES TR
$260K
FLOTISHARES TR
$260K
LYGLLOYDS BANKING GROUP PLC
$257K
KDPKEURIG DR PEPPER INC
$253K
DYHTARGET CORP
$253K
PSTHPERSHING SQUARE TONTINE HLDG
$252K
IBBISHARES TR
$251K
MCHPMICROCHIP TECHNOLOGY INC.
$250K
IRINGERSOLL RAND INC
$250K
SOSOUTHERN CO
$250K
ROBOEXCHANGE TRADED CONCEPTS TR
$246K
ATVIEURACTIVISION BLIZZARD INC
$241K
GXCSPDR INDEX SHS FDS
$240K
TMUST-MOBILE US INC
$240K
FASTFASTENAL CO
$239K
BMTABRITISH AMERN TOB PLC
$238K
MINTPIMCO ETF TR
$235K
VGITVANGUARD SCOTTSDALE FDS
$235K
TCRTZIOPHARM ONCOLOGY INC
$232K
SYKSTRYKER CORPORATION
$232K
DONSPDR DOW JONES INDL AVERAGE
$230K
HUMHUMANA INC
$225K
IPINTERNATIONAL PAPER CO
$222K
IDV*ISHARES TR
$222K
VYMVANGUARD WHITEHALL FDS
$219K
IWDISHARES TR
$218K
SCHESCHWAB STRATEGIC TR
$218K
KMBKIMBERLY-CLARK CORP
$217K
EWEDWARDS LIFESCIENCES CORP
$215K
ARKQARK ETF TR
$214K
RDFNREDFIN CORP
$212K
PAYXPAYCHEX INC
$209K
LULULULULEMON ATHLETICA INC
$208K
WFCWELLS FARGO CO NEW
$206K
AFWALIGN TECHNOLOGY INC
$206K
SRLNSSGA ACTIVE ETF TR
$201K
SCHDSCHWAB STRATEGIC TR
$201K
PENPENUMBRA INC
$200K
XCHYXCALAMOS CONV & HIGH INCOME F
$163K
SWN1EURSOUTHWESTERN ENERGY CO
$75K
AMPIO PHARMACEUTICALS INC
$37K
PreviousPage 4 of 4