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Home > Institutional Investor > Exencial Wealth Advisors, Llc > Profile

Instuitional Investor - Exencial Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Exencial Wealth Advisors, Llc
Portfolio Value $2,455,721,257
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 550,634 $106,013,614 4.31%
2.
Microsoft Corp
 MSFT 223,630 $84,093,934 3.42%
3.
Vanguard Index Fds
 503,279 $75,240,280 3.06%
4.
Vanguard Index Fds
 341,425 $61,446,195 2.5%
5.
Amazon Com Inc
 AMZN 288,031 $43,763,411 1.78%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)