$2.07 Billion is the total value of EXENCIAL WEALTH ADVISORS, LLC's 472 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 9.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $80,120,000 | +1.3% | 451,202 | -19.3% | 3.88% | +12.9% |
| MSFT | Sell | MICROSOFT CORP | $76,939,000 | -1.2% | 228,768 | -17.1% | 3.72% | +10.1% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $57,780,000 | -71.8% | 323,061 | -71.9% | 2.80% | -68.6% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $31,814,000 | -88.1% | 304,469 | -90.8% | 1.54% | -86.7% |
| HD | Sell | HOME DEPOT INC | $31,209,000 | +4.7% | 75,201 | -17.2% | 1.51% | +16.7% |
| SCHW | Sell | SCHWAB CHARLES CORP | $30,917,000 | -2.1% | 367,626 | -15.2% | 1.50% | +9.1% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $30,344,000 | -80.2% | 933,384 | -76.0% | 1.47% | -78.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $26,905,000 | -15.6% | 9,298 | -22.2% | 1.30% | -5.9% |
| FB | Sell | META PLATFORMS INCcl a | $26,638,000 | -14.0% | 79,197 | -13.3% | 1.29% | -4.2% |
| SPGI | Sell | S&P GLOBAL INC | $26,298,000 | -3.0% | 55,724 | -12.6% | 1.27% | +8.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $20,237,000 | -1.4% | 67,681 | -10.0% | 0.98% | +9.9% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $19,293,000 | +1.1% | 141,059 | -15.2% | 0.93% | +12.7% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $18,687,000 | -28.5% | 114,819 | -35.3% | 0.90% | -20.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $18,008,000 | -53.2% | 300,833 | -51.9% | 0.87% | -47.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $17,774,000 | -23.3% | 37,422 | -30.7% | 0.86% | -14.5% |
| ACN | Sell | ACCENTURE PLC IRELAND | $16,578,000 | +1.8% | 39,990 | -21.4% | 0.80% | +13.4% |
| NVS | Sell | NOVARTIS AGsponsored adr | $15,788,000 | -32.4% | 180,499 | -36.8% | 0.76% | -24.7% |
| PDBC | Sell | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $14,358,000 | -58.2% | 1,021,176 | -37.4% | 0.70% | -53.4% |
| INTU | Sell | INTUIT | $13,583,000 | -11.8% | 21,118 | -26.1% | 0.66% | -1.8% |
| NFLX | Sell | NETFLIX INC | $13,532,000 | -13.4% | 22,462 | -12.3% | 0.66% | -3.5% |
| TER | Sell | TERADYNE INC | $13,079,000 | +17.2% | 79,981 | -21.8% | 0.63% | +30.5% |
| ORCL | Sell | ORACLE CORP | $13,016,000 | -23.4% | 149,250 | -23.5% | 0.63% | -14.6% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $12,877,000 | -66.6% | 96,126 | -81.6% | 0.62% | -62.8% |
| BLK | Sell | BLACKROCK INC | $12,225,000 | -14.2% | 13,352 | -21.4% | 0.59% | -4.4% |
| LIN | Sell | LINDE PLC | $12,073,000 | -11.4% | 34,849 | -25.0% | 0.58% | -1.4% |
| NKE | Sell | NIKE INCcl b | $11,834,000 | -13.3% | 71,003 | -24.5% | 0.57% | -3.4% |
| ABT | Sell | ABBOTT LABS | $11,060,000 | -9.8% | 78,584 | -24.3% | 0.54% | +0.4% |
| SBUX | Sell | STARBUCKS CORP | $11,033,000 | -20.4% | 94,319 | -24.9% | 0.53% | -11.3% |
| MKC | Sell | MCCORMICK & CO INC | $10,508,000 | +18.9% | 108,770 | -0.2% | 0.51% | +32.6% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $10,250,000 | -16.8% | 35,043 | -24.5% | 0.50% | -7.3% |
| ZTS | Sell | ZOETIS INCcl a | $9,893,000 | -36.2% | 40,539 | -49.2% | 0.48% | -28.8% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $9,681,000 | -27.3% | 45,397 | -24.9% | 0.47% | -18.9% |
| CRM | Sell | SALESFORCE COM INC | $9,578,000 | -29.6% | 37,688 | -24.9% | 0.46% | -21.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $9,087,000 | -7.9% | 13,619 | -21.1% | 0.44% | +2.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $9,013,000 | +20.9% | 17,949 | -5.9% | 0.44% | +34.6% |
| CP | Sell | CANADIAN PAC RY LTD | $8,974,000 | -15.9% | 124,738 | -23.9% | 0.43% | -6.3% |
| IT | Sell | GARTNER INC | $8,914,000 | -13.3% | 26,663 | -21.2% | 0.43% | -3.4% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $8,837,000 | -16.7% | 46,853 | -22.6% | 0.43% | -7.2% |
| GNRC | Sell | GENERAC HLDGS INC | $8,729,000 | -33.7% | 24,803 | -23.1% | 0.42% | -26.2% |
| KO | Sell | COCA COLA CO | $8,537,000 | +0.6% | 144,174 | -10.8% | 0.41% | +12.2% |
| SNY | Sell | SANOFIsponsored adr | $8,328,000 | -16.6% | 166,219 | -19.7% | 0.40% | -6.9% |
| TSLA | Sell | TESLA INC | $8,314,000 | -69.1% | 7,867 | -77.3% | 0.40% | -65.6% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $8,296,000 | -34.1% | 18,832 | -48.9% | 0.40% | -26.7% |
| NOW | Sell | SERVICENOW INC | $8,273,000 | -16.0% | 12,745 | -19.5% | 0.40% | -6.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $8,203,000 | -29.7% | 20,617 | -36.8% | 0.40% | -21.7% |
| CSCO | Sell | CISCO SYS INC | $8,118,000 | +8.3% | 128,110 | -7.0% | 0.39% | +20.9% |
| ANSS | Sell | ANSYS INC | $7,996,000 | -10.3% | 19,933 | -23.9% | 0.39% | 0.0% |
| BAX | Sell | BAXTER INTL INC | $7,833,000 | -16.2% | 91,253 | -21.5% | 0.38% | -6.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $7,563,000 | -11.6% | 44,208 | -16.5% | 0.37% | -1.3% |
| XYL | Sell | XYLEM INC | $7,189,000 | -46.6% | 59,949 | -44.9% | 0.35% | -40.4% |
| WAB | Sell | WABTEC | $7,194,000 | -18.4% | 78,100 | -23.6% | 0.35% | -9.1% |
| TXRH | Sell | TEXAS ROADHOUSE INC | $7,016,000 | -25.7% | 78,589 | -24.0% | 0.34% | -17.1% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $6,933,000 | -48.7% | 167,099 | -46.9% | 0.34% | -42.8% |
| PFE | Sell | PFIZER INC | $6,818,000 | +5.7% | 115,455 | -23.0% | 0.33% | +17.9% |
| ETN | Sell | EATON CORP PLC | $6,748,000 | -41.8% | 39,049 | -49.7% | 0.33% | -35.0% |
| VC | Sell | VISTEON CORP | $6,074,000 | -17.0% | 54,656 | -29.5% | 0.29% | -7.5% |
| RKT | Sell | ROCKET COS INC | $5,727,000 | -36.2% | 409,069 | -26.9% | 0.28% | -29.0% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $5,702,000 | -62.5% | 173,729 | -58.2% | 0.28% | -58.2% | |
| LOW | Sell | LOWES COS INC | $5,695,000 | +23.5% | 22,032 | -3.0% | 0.28% | +38.0% |
| PII | Sell | POLARIS INC | $5,544,000 | -35.9% | 50,437 | -30.2% | 0.27% | -28.7% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $5,499,000 | -31.2% | 76,822 | -23.2% | 0.27% | -23.3% |
| PCAR | Sell | PACCAR INC | $5,374,000 | -20.6% | 60,890 | -29.0% | 0.26% | -11.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $5,280,000 | -22.6% | 33,346 | -20.0% | 0.26% | -13.5% |
| PEP | Sell | PEPSICO INC | $5,058,000 | +11.5% | 29,119 | -3.4% | 0.24% | +24.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $4,774,000 | -45.1% | 91,881 | -42.9% | 0.23% | -38.7% |
| INTC | Sell | INTEL CORP | $4,025,000 | -12.3% | 78,153 | -9.2% | 0.20% | -2.0% |
| ALC | Sell | ALCON AG | $4,019,000 | -24.8% | 46,129 | -30.6% | 0.19% | -16.4% |
| ATMP | Sell | BARCLAYS BANK PLCipath selct mlp | $3,892,000 | -45.8% | 250,422 | -45.0% | 0.19% | -39.7% |
| EMR | Sell | EMERSON ELEC CO | $2,961,000 | -3.3% | 31,853 | -2.0% | 0.14% | +7.5% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $2,874,000 | -34.7% | 15,924 | -37.0% | 0.14% | -27.2% |
| DHR | Sell | DANAHER CORPORATION | $2,843,000 | +4.9% | 8,641 | -3.0% | 0.14% | +16.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,729,000 | -39.7% | 20,414 | -37.3% | 0.13% | -32.7% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $2,524,000 | -59.9% | 21,281 | -65.3% | 0.12% | -55.3% |
| T | Sell | AT&T INC | $2,497,000 | -21.1% | 101,523 | -13.4% | 0.12% | -11.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,333,000 | +7.4% | 14,260 | -8.2% | 0.11% | +20.2% |
| MMM | Sell | 3M CO | $2,205,000 | -18.4% | 12,413 | -19.4% | 0.11% | -8.5% |
| GPN | Sell | GLOBAL PMTS INC | $1,899,000 | -57.1% | 14,049 | -50.0% | 0.09% | -52.1% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,631,000 | -37.4% | 31,949 | -38.1% | 0.08% | -30.1% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,636,000 | -57.9% | 19,301 | -57.9% | 0.08% | -53.3% |
| XOM | Sell | EXXON MOBIL CORP | $1,529,000 | -27.4% | 24,982 | -30.2% | 0.07% | -18.7% |
| BAC | Sell | BK OF AMERICA CORP | $1,504,000 | -30.8% | 33,804 | -34.0% | 0.07% | -22.3% |
| FDX | Sell | FEDEX CORP | $1,477,000 | -66.3% | 5,712 | -71.4% | 0.07% | -62.6% |
| PGR | Sell | PROGRESSIVE CORP | $1,385,000 | -9.6% | 13,496 | -20.4% | 0.07% | 0.0% |
| SONY | Sell | SONY GROUP CORPORATIONsponsored adr | $1,337,000 | +5.8% | 10,579 | -7.4% | 0.06% | +18.2% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $1,322,000 | -46.3% | 23,961 | -44.6% | 0.06% | -40.2% |
| APH | Sell | AMPHENOL CORP NEWcl a | $1,231,000 | -37.2% | 14,072 | -47.4% | 0.06% | -29.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,143,000 | -31.4% | 18,327 | -34.9% | 0.06% | -23.6% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,100,000 | -11.8% | 10,487 | -17.9% | 0.05% | -1.9% |
| OKE | Sell | ONEOK INC NEW | $973,000 | -6.9% | 16,551 | -8.2% | 0.05% | +4.4% |
| INFY | Sell | INFOSYS LTDsponsored adr | $977,000 | -18.9% | 38,583 | -28.7% | 0.05% | -9.6% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $920,000 | +9.0% | 4,556 | -6.8% | 0.04% | +21.6% |
| DVN | Sell | DEVON ENERGY CORP NEW | $781,000 | -36.2% | 17,734 | -48.5% | 0.04% | -28.3% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $747,000 | -39.0% | 22,806 | -30.9% | 0.04% | -32.1% |
| ZNGA | Sell | ZYNGA INCcl a | $676,000 | -33.0% | 105,632 | -21.2% | 0.03% | -25.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $681,000 | -40.3% | 13,538 | -33.6% | 0.03% | -34.0% |
| FTCH | Sell | FARFETCH LTDord sh cl a | $692,000 | -46.0% | 20,690 | -39.4% | 0.03% | -41.1% |
| COLD | Sell | AMERICOLD RLTY TR | $676,000 | -49.0% | 20,619 | -54.8% | 0.03% | -43.1% |
| CGW | Sell | INVESCO EXCH TRADED FD TR IIs&p gbl water | $640,000 | -54.4% | 10,559 | -76.0% | 0.03% | -49.2% |
| RWR | Sell | SPDR SER TRdj reit etf | $646,000 | -70.5% | 5,285 | -74.1% | 0.03% | -67.4% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $642,000 | -41.7% | 10,449 | -39.5% | 0.03% | -35.4% |
| USB | Sell | US BANCORP DEL | $647,000 | -48.0% | 11,519 | -45.0% | 0.03% | -42.6% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $647,000 | -26.0% | 7,960 | -29.0% | 0.03% | -18.4% |
| KRNT | Sell | KORNIT DIGITAL LTD | $633,000 | -12.8% | 4,156 | -17.2% | 0.03% | -3.1% |
| LBTYK | Sell | LIBERTY GLOBAL PLC | $616,000 | -28.4% | 21,937 | -24.9% | 0.03% | -18.9% |
| WEX | Sell | WEX INC | $562,000 | -42.0% | 4,000 | -27.3% | 0.03% | -35.7% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $559,000 | -16.6% | 2,473 | -12.9% | 0.03% | -6.9% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $532,000 | -7.2% | 1,395 | -4.8% | 0.03% | +4.0% |
| EXAS | Sell | EXACT SCIENCES CORP | $491,000 | -30.0% | 6,311 | -14.1% | 0.02% | -20.0% |
| USFD | Sell | US FOODS HLDG CORP | $497,000 | +0.2% | 14,268 | -0.3% | 0.02% | +9.1% |
| SBR | Sell | SABINE RTY TRunit ben int | $497,000 | -51.5% | 12,007 | -50.0% | 0.02% | -45.5% |
| INS | Sell | CORECARD CORPORATION | $492,000 | -33.4% | 12,690 | -30.2% | 0.02% | -25.0% |
| WMB | Sell | WILLIAMS COS INC | $474,000 | -30.3% | 18,208 | -30.6% | 0.02% | -23.3% |
| QLYS | Sell | QUALYS INC | $468,000 | +0.6% | 3,412 | -18.3% | 0.02% | +15.0% |
| TDOC | Sell | TELADOC HEALTH INC | $450,000 | -37.2% | 4,904 | -13.3% | 0.02% | -29.0% |
| IESC | Sell | IES HLDGS INC | $448,000 | -2.0% | 8,850 | -11.5% | 0.02% | +10.0% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $451,000 | -49.6% | 29,274 | -49.4% | 0.02% | -43.6% |
| WING | Sell | WINGSTOP INC | $425,000 | -6.6% | 2,459 | -11.3% | 0.02% | +5.0% |
| SHOP | Sell | SHOPIFY INCcl a | $409,000 | -4.4% | 297 | -6.0% | 0.02% | +5.3% |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC | $416,000 | -39.5% | 3,862 | -51.2% | 0.02% | -33.3% |
| REMX | Sell | VANECK ETF TRUSTrare earth/strtg | $393,000 | -38.2% | 3,502 | -56.5% | 0.02% | -32.1% |
| TTI | Sell | TETRA TECHNOLOGIES INC DEL | $399,000 | -70.4% | 140,626 | -67.4% | 0.02% | -67.2% |
| MANH | Sell | MANHATTAN ASSOCIATES INC | $399,000 | -7.6% | 2,567 | -9.0% | 0.02% | 0.0% |
| DTH | Sell | WISDOMTREE TRitl high div fd | $382,000 | -73.9% | 9,874 | -64.5% | 0.02% | -71.9% |
| ARCC | Sell | ARES CAPITAL CORP | $376,000 | +1.6% | 17,766 | -2.3% | 0.02% | +12.5% |
| SNOW | Sell | SNOWFLAKE INCcl a | $347,000 | +10.5% | 1,023 | -1.4% | 0.02% | +21.4% |
| KMI | Sell | KINDER MORGAN INC DEL | $327,000 | -29.1% | 20,593 | -25.3% | 0.02% | -20.0% |
| LW | Sell | LAMB WESTON HLDGS INC | $336,000 | -93.6% | 5,308 | -93.8% | 0.02% | -93.0% |
| TWOU | Sell | 2U INC | $297,000 | -46.6% | 14,777 | -10.8% | 0.01% | -41.7% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $281,000 | -57.8% | 15,433 | -44.3% | 0.01% | -51.7% |
| RBA | Sell | RITCHIE BROS AUCTIONEERS | $267,000 | -88.7% | 4,359 | -88.7% | 0.01% | -87.4% |
| PAYX | Sell | PAYCHEX INC | $278,000 | +4.1% | 2,037 | -14.2% | 0.01% | +8.3% |
| HEI | Sell | HEICO CORP NEW | $277,000 | -45.5% | 1,924 | -52.3% | 0.01% | -40.9% |
| ULTA | Sell | ULTA BEAUTY INC | $239,000 | -97.6% | 579 | -97.9% | 0.01% | -97.2% |
| HUM | Sell | HUMANA INC | $255,000 | +18.1% | 549 | -1.3% | 0.01% | +33.3% |
| DD | Sell | DUPONT DE NEMOURS INC | $225,000 | +7.1% | 2,786 | -10.0% | 0.01% | +22.2% |
| NG | Sell | NOVAGOLD RES INC | $232,000 | -48.8% | 33,810 | -48.6% | 0.01% | -45.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $213,000 | -16.8% | 1,900 | -23.2% | 0.01% | -9.1% |
| CFR | Sell | CULLEN FROST BANKERS INC | $210,000 | +5.5% | 1,663 | -1.0% | 0.01% | +11.1% |
| HROW | Sell | HARROW HEALTH INC | $174,000 | -8.4% | 20,097 | -4.1% | 0.01% | 0.0% |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $26,000 | -95.4% | 10,369 | -95.5% | 0.00% | -96.0% |
| AQB | Exit | AQUABOUNTY TECHNOLOGIES INC | $0 | – | -32,338 | -100.0% | -0.01% | – |
| EXG | Exit | EATON VANCE TAX-MANAGED GLOB | $0 | – | -16,272 | -100.0% | -0.01% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -3,851 | -100.0% | -0.01% | – |
| VTGN | Exit | VISTAGEN THERAPEUTICS INC | $0 | – | -98,731 | -100.0% | -0.01% | – |
| EDIT | Exit | EDITAS MEDICINE INC | $0 | – | -6,645 | -100.0% | -0.01% | – |
| ZIOP | Exit | ZIOPHARM ONCOLOGY INC | $0 | – | -170,779 | -100.0% | -0.01% | – |
| SFT | Exit | SHIFT TECHNOLOGIES INCcl a | $0 | – | -51,391 | -100.0% | -0.02% | – |
| PRLB | Exit | PROTO LABS INC | $0 | – | -7,020 | -100.0% | -0.02% | – |
| PGEN | Exit | PRECIGEN INC | $0 | – | -101,325 | -100.0% | -0.02% | – |
| NVTA | Exit | INVITAE CORP | $0 | – | -18,506 | -100.0% | -0.02% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -5,049 | -100.0% | -0.02% | – |
| EMTL | Exit | SSGA ACTIVE TRspdr dbleln emrg | $0 | – | -20,597 | -100.0% | -0.04% | – |
| RVNC | Exit | REVANCE THERAPEUTICS INC | $0 | – | -40,555 | -100.0% | -0.05% | – |
| AGIO | Exit | AGIOS PHARMACEUTICALS INC | $0 | – | -40,322 | -100.0% | -0.08% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -19,159 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NOVARTIS A G SPONSORED ADR | 43 | Q3 2023 | 7.0% |
| BLACKROCK INC | 43 | Q3 2023 | 3.3% |
| DISNEY WALT CO | 43 | Q3 2023 | 4.0% |
| NIKE INC CL B | 43 | Q3 2023 | 3.2% |
| COLGATE PALMOLIVE CO | 43 | Q3 2023 | 2.0% |
| CISCO SYS INC COM | 43 | Q3 2023 | 2.7% |
| EXXON MOBIL CORP COM | 43 | Q3 2023 | 1.6% |
| INTUIT | 43 | Q3 2023 | 1.2% |
| JOHNSON & JOHNSON | 43 | Q3 2023 | 1.1% |
| PHILLIPS 66 | 43 | Q3 2023 | 1.0% |
View EXENCIAL WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
View EXENCIAL WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.