EXENCIAL WEALTH ADVISORS, LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$1.9T

Holdings

415

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (415 positions)

StockValue
MMM3M CO
$1.3B
XLKSELECT SECTOR SPDR TR
$1.3B
SIVBEURSVB FINANCIAL GROUP
$1.2B
CLCOLGATE PALMOLIVE CO
$1.2B
EPDENTERPRISE PRODS PARTNERS L
$1.2B
SAPSAP SE
$1.2B
NXPINXP SEMICONDUCTORS N V
$1.2B
APHAMPHENOL CORP NEW
$1.1B
PTYPIMCO CORPORATE & INCOME OPP
$1.1B
VWOVANGUARD INTL EQUITY INDEX F
$1.1B
IWNISHARES TR
$1.1B
RYAAYRYANAIR HOLDINGS PLC
$1.0B
DUKDUKE ENERGY CORP NEW
$1.0B
VEAVANGUARD TAX-MANAGED FDS
$1.0B
SBRSABINE RTY TR
$1.0B
CMECME GROUP INC
$1.0B
AFLAFLAC INC
$986.0M
BSVVANGUARD BD INDEX FDS
$944.6M
SBUXSTARBUCKS CORP
$943.1M
MSCIMSCI INC
$935.9M
MPLXMPLX LP
$923.9M
MCOMOODYS CORP
$903.8M
4I1PHILIP MORRIS INTL INC
$903.3M
NVDANVIDIA CORPORATION
$890.5M
CRMSALESFORCE INC
$876.8M
URIUNITED RENTALS INC
$875.4M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$871.2M
AMLPALPS ETF TR
$868.3M
ASMLASML HOLDING N V
$861.9M
BMYBRISTOL-MYERS SQUIBB CO
$846.1M
XLISELECT SECTOR SPDR TR
$821.1M
ETENERGY TRANSFER L P
$814.6M
CMCSACOMCAST CORP NEW
$808.1M
VTEBVANGUARD MUN BD FDS
$794.5M
HONHONEYWELL INTL INC
$791.8M
EEMISHARES TR
$789.1M
WMTWALMART INC
$755.9M
OKEONEOK INC NEW
$741.9M
ITA*ISHARES TR
$741.7M
TSTENARIS S A
$731.1M
IAU*ISHARES GOLD TR
$720.4M
IWMISHARES TR
$716.2M
BNDXVANGUARD CHARLOTTE FDS
$706.8M
MCXMCCORMICK & CO INC
$700.1M
WBAWALGREENS BOOTS ALLIANCE INC
$696.1M
SOXXISHARES TR
$686.2M
CROXCROCS INC
$679.7M
ALLEALLEGION PLC
$679.2M
EFAISHARES TR
$678.7M
STMSTMICROELECTRONICS N V
$667.7M
NEENEXTERA ENERGY INC
$658.7M
VIGVANGUARD SPECIALIZED FUNDS
$657.9M
WEXWEX INC
$655.4M
BNSBANK NOVA SCOTIA HALIFAX
$654.3M
RYROYAL BK CDA SUSTAINABL
$647.7M
CHKPCHECK POINT SOFTWARE TECH LT
$646.3M
IXJISHARES TR
$637.9M
CGWINVESCO EXCH TRADED FD TR II
$637.2M
BRKDDIREXION SHS ETF TR
$609.6M
WMBWILLIAMS COS INC
$605.2M
GSGOLDMAN SACHS GROUP INC
$604.7M
IYRISHARES TR
$596.1M
XTISHARES TR
$595.9M
TMOTHERMO FISHER SCIENTIFIC INC
$576.4M
UI2KEMPER CORP
$574.2M
DVNDEVON ENERGY CORP NEW
$570.0M
MDYSPDR S&P MIDCAP 400 ETF TR
$569.2M
HACKUSDETF MANAGERS TR
$560.4M
AMDADVANCED MICRO DEVICES INC
$557.7M
TFCTRUIST FINL CORP
$556.4M
IJRISHARES TR
$554.1M
ARKTARK ETF TR
$552.4M
DYHTARGET CORP
$549.2M
AQLTISHARES TR
$541.6M
WEPMAGELLAN MIDSTREAM PRTNRS LP
$535.2M
PHPARKER-HANNIFIN CORP
$530.4M
CTRACOTERRA ENERGY INC
$523.0M
SDYSPDR SER TR
$520.1M
PAAPLAINS ALL AMERN PIPELINE L
$513.9M
CBCHUBB LIMITED
$513.7M
TXRHTEXAS ROADHOUSE INC
$513.2M
HOLXHOLOGIC INC
$510.0M
SOSOUTHERN CO
$502.1M
BXBLACKSTONE INC
$501.8M
NFLXNETFLIX INC
$501.4M
BABOEING CO
$498.9M
NTRSNORTHERN TR CORP
$498.6M
XLYSELECT SECTOR SPDR TR
$484.7M
USFDUS FOODS HLDG CORP
$480.9M
CBOECBOE GLOBAL MKTS INC
$478.5M
IJTISHARES TR
$476.6M
USBUS BANCORP DEL
$476.0M
KMIKINDER MORGAN INC DEL
$473.0M
FISVFISERV INC
$466.6M
ITOTISHARES TR
$466.5M
IWOISHARES TR
$459.6M
SKYYFIRST TR EXCHANGE TRADED FD
$456.0M
IBBISHARES TR
$455.8M
GXOGXO LOGISTICS INCORPORATED
$452.6M
RWRSPDR SER TR
$446.9M
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