HoldingsChannel.com
Exencial Wealth Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (EFV) 595,348 +529,843 $21,248
     EFV595,348+529,843$21,248
NOVARTIS A G 217,509 +8,824 $17,934
     NVS217,509+8,824$17,934
APPLE INC 64,031 -65 $16,282
     AAPL64,031-65$16,282
ISHARES TR (IJS) 160,638 +154,120 $16,054
     IJS160,638+154,120$16,054
BRISTOL MYERS SQUIBB CO 277,087 +265,315 $15,445
     BMY277,087+265,315$15,445
ISHARES INC (IEMG) 371,584 +28,516 $15,038
     IEMG371,584+28,516$15,038
VANGUARD INDEX FDS (VBR) 167,489 +59,488 $14,873
     VBR167,489+59,488$14,873
VANGUARD INDEX FDS (VTV) 164,445 +56,931 $14,646
     VTV164,445+56,931$14,646
MICROSOFT CORP 86,124 +8,268 $13,583
     MSFT86,124+8,268$13,583
ISHARES TR (SCZ) 279,073 +227,443 $12,511
     SCZ279,073+227,443$12,511
AMAZON COM INC 5,311 +694 $10,354
     AMZN5,311+694$10,354
SCHWAB STRATEGIC TR 423,830 +78,294 $8,913
     FNDF423,830+78,294$8,913
SPDR S&P 500 ETF TR (SPY) 33,806 +17,364 $8,713
     SPY33,806+17,364$8,713
VANGUARD INDEX FDS (VUG) 51,887 +9,469 $8,130
     VUG51,887+9,469$8,130
BERKSHIRE HATHAWAY INC DEL      $7,620
     BRK.B23,826-512$4,356
     BRK.A1,200UNCH$3,264
ALPHABET INC 6,164 +430 $7,163
     GOOGL6,164+430$7,163
COCA COLA CO 155,138 +94,632 $6,865
     KO155,138+94,632$6,865
BLACKROCK INC 15,432 +768 $6,790
     BLK15,432+768$6,790
ISHARES TR (IEFA) 134,667 +20,582 $6,719
     IEFA134,667+20,582$6,719
INVESCO EXCHANGE TRADED FD T (RSP) 78,803 +24,654 $6,621
     RSP78,803+24,654$6,621
SCHWAB STRATEGIC TR 277,426 +99,355 $6,514
     FNDC277,426+99,355$6,514
ZOETIS INC 55,137 +2,077 $6,489
     ZTS55,137+2,077$6,489
FACEBOOK INC 35,790 +569 $5,970
     FB35,790+569$5,970
VANGUARD INTL EQUITY INDEX F (VEU) 138,774 +19,977 $5,693
     VEU138,774+19,977$5,693
COLGATE PALMOLIVE CO 85,279 +2,994 $5,659
     CL85,279+2,994$5,659
VANGUARD INTL EQUITY INDEX F (VSS) 72,302 +24,487 $5,658
     VSS72,302+24,487$5,658
ORACLE CORP 116,164 +2,098 $5,614
     ORCL116,164+2,098$5,614
NIKE INC 66,432 +3,543 $5,497
     NKE66,432+3,543$5,497
S&P GLOBAL INC 20,972 +1,521 $5,139
     SPGI20,972+1,521$5,139
ABBOTT LABS 62,258 +5,654 $4,913
     ABT62,258+5,654$4,913
VANGUARD INDEX FDS (VOO) 20,660 +7,774 $4,893
     VOO20,660+7,774$4,893
VANGUARD INDEX FDS (VOE) 59,685 -330 $4,852
     VOE59,685-330$4,852
MCCORMICK & CO INC 34,204 +2,850 $4,830
     MKC34,204+2,850$4,830
STARBUCKS CORP 70,675 +9,299 $4,646
     SBUX70,675+9,299$4,646
VANGUARD INTL EQUITY INDEX F (VWO) 137,137 -1,093 $4,601
     VWO137,137-1,093$4,601
TERADYNE INC 83,107 -3,756 $4,502
     TER83,107-3,756$4,502
VANGUARD INDEX FDS (VBK) 29,788 +7,202 $4,477
     VBK29,788+7,202$4,477
TESLA INC 8,362 +1,499 $4,382
     TSLA8,362+1,499$4,382
VANGUARD INDEX FDS (VO) 33,081 +19,713 $4,355
     VO33,081+19,713$4,355
BAXTER INTL INC 53,119 +5,144 $4,313
     BAX53,119+5,144$4,313
ISHARES TR (IVE) 44,375 +39,027 $4,271
     IVE44,375+39,027$4,271
VERIZON COMMUNICATIONS INC 79,191 +539 $4,255
     VZ79,191+539$4,255
LINDE PLC 24,332 +652 $4,209
     LIN24,332+652$4,209
SCHWAB STRATEGIC TR 96,845 +16,197 $4,083
     SCHM96,845+16,197$4,083
ACCENTURE PLC IRELAND 24,455 +19,259 $3,993
     ACN24,455+19,259$3,993
ISHARES TR (IXJ) 65,207 -5,729 $3,974
     IXJ65,207-5,729$3,974
ANSYS INC 16,890 +379 $3,926
     ANSS16,890+379$3,926
HOME DEPOT INC 20,983 +16,663 $3,918
     HD20,983+16,663$3,918
CANADIAN PAC RY LTD 17,592 +1,076 $3,863
     CP17,592+1,076$3,863
XYLEM INC 58,766 +3,267 $3,827
     XYL58,766+3,267$3,827

See Full List: All Stocks Held By Exencial Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Exencial Wealth Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $560,497
At 12/31/2019: $577,443

Exencial Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Exencial Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Exencial Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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