Exencial-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
494
Total Value
2501608224
Accession Number
0001576151-25-000010
Form Type
13F-HR
Manager Name
Exencial-Wealth-Advisors
Data Enrichment
75% identified
370 identified124 unidentified

Holdings

494 positions
Manager:
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Page 16 of 25
81589A106
Shares:23.2K
Value:$809.5K
PLAINS ALL AMERICAN PIPELINE LP
Shares:40.3K
Value:$806.2K
SOUTHERN CO
Shares:8.7K
Value:$799.1K
46429B697
Shares:8.5K
Value:$798.9K
VERTEX PHARMACEUTICALS INC / MA
Shares:1.6K
Value:$793.0K
Nutrien Ltd.
Shares:15.8K
Value:$782.8K
KEMPER Corp
Shares:11.7K
Value:$781.7K
CARDINAL HEALTH INC
Shares:5.7K
Value:$781.6K
OneMedNet Corp
Shares:1.4M
Value:$781.1K
78464A284
Shares:30.6K
Value:$772.5K
BOEING CO
Shares:4.5K
Value:$771.8K
92189H300
Shares:32.3K
Value:$771.8K
KINDER MORGAN, INC.
Shares:27.0K
Value:$770.1K
Air Products & Chemicals, Inc.
Shares:2.6K
Value:$769.7K
464286871
Shares:43.9K
Value:$769.5K
Fortinet, Inc.
Shares:7.9K
Value:$763.3K
003261104
Shares:35.2K
Value:$754.6K
STMicroelectronics N.V.
Shares:33.3K
Value:$730.9K
ADVANCED MICRO DEVICES INC
Shares:7.1K
Value:$727.8K
464288760
Shares:4.7K
Value:$725.8K