EXENCIAL WEALTH ADVISORS, LLC Q3 2023 Filing

Filed November 8, 2023

Portfolio Value

$2.1T

Holdings

416

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (416 positions)

StockValue
CAHCARDINAL HEALTH INC
$455.4M
KLACKLA CORP
$447.4M
IXJISHARES TR
$447.3M
SOSOUTHERN CO
$442.9M
DDDUPONT DE NEMOURS INC
$441.6M
NFLXNETFLIX INC
$441.2M
KMIKINDER MORGAN INC DEL
$440.5M
OREALTY INCOME CORP
$432.0M
IBBISHARES TR
$423.7M
RWRSPDR SER TR
$420.5M
DOWDOW INC
$419.6M
FDNFIRST TR EXCHANGE-TRADED FD
$417.7M
VLOVALERO ENERGY CORP
$410.6M
LNGCHENIERE ENERGY INC
$410.1M
NEENEXTERA ENERGY INC
$409.3M
XLESELECT SECTOR SPDR TR
$405.7M
LINLINDE PLC
$403.3M
RYROYAL BK CDA
$398.3M
SPYVSPDR SER TR
$394.8M
SPSMSPDR SER TR
$392.7M
BABOEING CO
$389.4M
BKNGBOOKING HOLDINGS INC
$389.1M
ISCFISHARES TR
$387.6M
BRKDDIREXION SHS ETF TR
$385.6M
USBUS BANCORP DEL
$380.9M
VMBSVANGUARD SCOTTSDALE FDS
$379.2M
MUMICRON TECHNOLOGY INC
$372.5M
TMOTHERMO FISHER SCIENTIFIC INC
$371.3M
IWDISHARES TR
$369.7M
DESWISDOMTREE TR
$369.4M
SCHESCHWAB STRATEGIC TR
$367.9M
WBAWALGREENS BOOTS ALLIANCE INC
$365.6M
IESCIES HLDGS INC
$362.3M
IWOISHARES TR
$359.6M
BXBLACKSTONE INC
$355.4M
WFCWELLS FARGO CO NEW
$355.1M
MDLZMONDELEZ INTL INC
$352.7M
HBANHUNTINGTON BANCSHARES INC
$350.7M
OTISOTIS WORLDWIDE CORP
$345.9M
TFCTRUIST FINL CORP
$343.6M
TXRHTEXAS ROADHOUSE INC
$340.6M
ETF MANAGERS TR
$339.7M
HONHONEYWELL INTL INC
$336.2M
PYPLPAYPAL HLDGS INC
$333.9M
SBIOALPS ETF TR
$333.9M
BPBP PLC
$333.6M
SCHXSCHWAB STRATEGIC TR
$330.6M
DFSEDIMENSIONAL ETF TRUST
$330.1M
IUSVISHARES TR
$326.5M
SLBSCHLUMBERGER LTD
$325.6M
VGKVANGUARD INTL EQUITY INDEX F
$323.4M
PRFZINVESCO EXCHANGE TRADED FD T
$323.0M
NUENUCOR CORP
$321.1M
BAXBAXTER INTL INC
$320.6M
VGITVANGUARD SCOTTSDALE FDS
$320.1M
GSGOLDMAN SACHS GROUP INC
$319.7M
DWDMORGAN STANLEY
$318.7M
HYGISHARES TR
$310.8M
SCHOSCHWAB STRATEGIC TR
$306.0M
CUBECUBESMART
$305.0M
DTHWISDOMTREE TR
$300.9M
DPZDOMINOS PIZZA INC
$299.6M
CHRWC H ROBINSON WORLDWIDE INC
$297.6M
FTREFORTREA HLDGS INC
$285.9M
EXPEEXPEDIA GROUP INC
$284.6M
HPHELMERICH & PAYNE INC
$283.9M
UNPUNION PAC CORP
$282.2M
FENYFIDELITY COVINGTON TRUST
$280.5M
IDXXIDEXX LABS INC
$276.4M
OMCOMNICOM GROUP INC
$267.7M
XBISPDR SER TR
$263.3M
RSPCINVESCO EXCHANGE TRADED FD T
$263.2M
REMXVANECK ETF TRUST
$260.9M
SCHRSCHWAB STRATEGIC TR
$260.8M
INMDINMODE LTD
$254.5M
TERTERADYNE INC
$253.6M
PLTRPALANTIR TECHNOLOGIES INC
$252.4M
DHSWISDOMTREE TR
$241.8M
VONGVANGUARD SCOTTSDALE FDS
$241.0M
TRVCCITIGROUP INC
$240.9M
MTCHMATCH GROUP INC NEW
$238.8M
LWLAMB WESTON HLDGS INC
$234.9M
EZMWISDOMTREE TR
$232.1M
ANETEURARISTA NETWORKS INC
$231.2M
EWLISHARES INC
$230.3M
HEIHEICO CORP NEW
$230.3M
TEXTEREX CORP NEW
$230.0M
DFAUDIMENSIONAL ETF TRUST
$228.9M
EDCONSOLIDATED EDISON INC
$227.1M
GSEWGOLDMAN SACHS ETF TR
$225.2M
DEDEERE & CO
$224.9M
EEFTEURONET WORLDWIDE INC
$224.0M
MCXMCCORMICK & CO INC
$222.6M
BOTZGLOBAL X FDS
$221.8M
BFSTBUSINESS FIRST BANCSHARES IN
$221.4M
OXYOCCIDENTAL PETE CORP
$219.5M
ARKGARK ETF TR
$218.7M
RSPTINVESCO EXCHANGE TRADED FD T
$218.6M
GEGENERAL ELECTRIC CO
$217.1M
FBNDFIDELITY MERRIMACK STR TR
$215.6M
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