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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 $2,730,071,456
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 488,294 $122,278,460 4.47%
2.
Microsoft Corp
 MSFT 195,083 $82,227,488 3.01%
3.
Vanguard Index Fds
 356,361 $60,331,930 2.2%
4.
Invesco Exchange Traded Fd T
 328,519 $57,566,350 2.1%
5.
Amazon Com Inc
 AMZN 255,930 $56,148,455 2.05%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)