Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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
Fund Holdings Sector Distribution
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
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)