EXENCIAL WEALTH ADVISORS, LLC Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$1.9T

Holdings

442

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (442 positions)

StockValue
QUALISHARES TR
$1.6M
VEAVANGUARD TAX-MANAGED INTL FD
$1.6M
DFUSDIMENSIONAL ETF TRUST
$1.5M
BACBK OF AMERICA CORP
$1.5M
XLVSELECT SECTOR SPDR TR
$1.5M
COLDAMERICOLD RLTY TR
$1.4M
IWNISHARES TR
$1.4M
BNDXVANGUARD CHARLOTTE FDS
$1.4M
CLCOLGATE PALMOLIVE CO
$1.4M
IYRISHARES TR
$1.4M
DGXQUEST DIAGNOSTICS INC
$1.3M
AQLTISHARES TR
$1.3M
COPCONOCOPHILLIPS
$1.3M
EFAISHARES TR
$1.3M
VEEVVEEVA SYS INC
$1.3M
BABOEING CO
$1.2M
FTCHQFARFETCH LTD
$1.2M
RVNCEURREVANCE THERAPEUTICS INC
$1.2M
MCOMOODYS CORP
$1.2M
XLKSELECT SECTOR SPDR TR
$1.2M
XBISPDR SER TR
$1.1M
DUKDUKE ENERGY CORP NEW
$1.1M
GSGOLDMAN SACHS GROUP INC
$1.1M
ARKGARK ETF TR
$1.1M
APHAMPHENOL CORP NEW
$1.1M
MSCIMSCI INC
$1.1M
WEXWEX INC
$1.1M
TDOCTELADOC HEALTH INC
$1.0M
MRKMERCK & CO INC
$1.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$990K
EXASEXACT SCIENCES CORP
$985K
MOALTRIA GROUP INC
$978K
EQIXEQUINIX INC
$975K
IXJISHARES TR
$967K
CNCCENTENE CORP DEL
$954K
WMTWALMART INC
$944K
TTITETRA TECHNOLOGIES INC DEL
$936K
CRSPCRISPR THERAPEUTICS AG
$933K
IWMISHARES TR
$931K
RSGREPUBLIC SVCS INC
$930K
OKEONEOK INC NEW
$925K
SAPSAP SE
$919K
SONYSONY GROUP CORPORATION
$912K
CMECME GROUP INC
$898K
2U INC
$895K
ILMNILLUMINA INC
$894K
SHOPSHOPIFY INC
$893K
WBAWALGREENS BOOTS ALLIANCE INC
$885K
MDTMEDTRONIC PLC
$885K
DHSWISDOMTREE TR
$881K
RHIROBERT HALF INTL INC
$872K
DVNDEVON ENERGY CORP NEW
$861K
KRNTKORNIT DIGITAL LTD
$851K
ISTBISHARES TR
$851K
IAGGISHARES TR
$844K
WMBWILLIAMS COS INC
$828K
ZNGAEURZYNGA INC
$823K
AONAON PLC
$788K
AEPAMERICAN ELEC PWR CO INC
$785K
AMATAPPLIED MATLS INC
$782K
4I1PHILIP MORRIS INTL INC
$773K
TTTRANE TECHNOLOGIES PLC
$767K
NXPINXP SEMICONDUCTORS N V
$758K
EMTLSSGA ACTIVE TR
$754K
CMCSACOMCAST CORP NEW
$754K
INFYINFOSYS LTD
$751K
USBUS BANCORP DEL
$748K
HONHONEYWELL INTL INC
$739K
EWYISHARES INC
$738K
ARCCARES CAPITAL CORP
$734K
NTRSNORTHERN TR CORP
$710K
TFCTRUIST FINL CORP
$701K
BUDANHEUSER BUSCH INBEV SA/NV
$699K
BSVVANGUARD BD INDEX FDS
$697K
PKXPOSCO
$694K
AFLAFLAC INC
$673K
EDITEDITAS MEDICINE INC
$657K
RDFNREDFIN CORP
$648K
VCSHVANGUARD SCOTTSDALE FDS
$647K
IDXXIDEXX LABS INC
$630K
PRPLPURPLE INNOVATION INC
$630K
DDDUPONT DE NEMOURS INC
$623K
FDNFIRST TR EXCHANGE-TRADED FD
$623K
NVTA1EURINVITAE CORP
$620K
RWRSPDR SER TR
$616K
WINGWINGSTOP INC
$611K
LBTYBLIBERTY GLOBAL PLC
$598K
IWCISHARES TR
$598K
VNQVANGUARD INDEX FDS
$590K
AKAMAKAMAI TECHNOLOGIES INC
$587K
EFAVISHARES TR
$585K
FCNCAFIRST CTZNS BANCSHARES INC N
$583K
VRMUSDVROOM INC
$583K
SOXXISHARES TR
$581K
UNPUNION PAC CORP
$574K
CHKPCHECK POINT SOFTWARE TECH LT
$565K
QLYSQUALYS INC
$556K
SKYYFIRST TR EXCHANGE TRADED FD
$542K
HACKUSDETF MANAGERS TR
$542K
ADPAUTOMATIC DATA PROCESSING IN
$537K
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