Exencial Wealth Advisors, LLC Purchases in Q4 2024

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
62
+ 0.33%
$43.98 - $53.66 $2.73K - $3.33K
18.8K $901K
HYG
Ishares Tr

ETFs
643
+ 13.46%
$78.09 - $80.04 $50.2K - $51.5K
5.42K $426K
AMD
Advanced Micro Devices Inc

Technology
26.4K
+ 36.33%
$118.88 - $172.8 $3.14M - $4.57M
99.2K $12M
RTO
Rentokil Initial PLC

Industrials
972
+ 2.28%
$22.92 - $26.98 $22.3K - $26.2K
43.5K $1.1M
TFC
Truist Financial Corp

Financial Services
757
+ 6.29%
$41.51 - $48.1 $31.4K - $36.4K
12.8K $554K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.91K
+ 5.74%
$23.29 - $23.93 $67.8K - $69.7K
53.6K $1.26M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.43K
+ 4.16%
$48.33 - $49.08 $68.9K - $69.9K
35.7K $1.73M
PANW
Palo Alto Networks Inc

Technology
3.14K
+ 93.76%
$181.96 - $405.9 $571K - $1.27M
6.49K $1.18M
SLB
Schlumberger Limited

Energy
1.5K
+ 23.09%
$36.83 - $45.59 $55.2K - $68.4K
8K $306K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 0.47%
$1146.59 - $1270.6 $4.59K - $5.08K
864 $1.02M
DFAS
Dimensional ETF Tr U S Small C

ETFs
390
+ 2.34%
$63.58 - $71.15 $24.8K - $27.7K
17K $1.11M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
13
+ 0.04%
$89.88 - $101.38 $1.17K - $1.32K
31.1K $2.9M
HP
Helmerich & Payne, Inc.

Energy
177
+ 1.27%
$30.3 - $36.81 $5.36K - $6.52K
14.1K $451K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
399
+ 4.69%
$77.02 - $78.58 $30.7K - $31.4K
8.91K $688K
CNHI
Cnh Industrial N.V.

Industrials
1.47K
+ 1.54%
N/A
97.2K $1.01M
CINF
Cincinnati Financial Corp

Financial Services
17
+ 1.05%
$132.86 - $160.16 $2.26K - $2.72K
1.64K $235K
BNDX
Vanguard Total International B

ETFs
2.11K
+ 2.91%
$48.91 - $50.61 $103K - $107K
74.7K $3.67M
INFY
Infosys LTD

Technology
1.11K
+ 3.21%
$20.71 - $23.42 $23.1K - $26.1K
35.8K $785K
ALL
Allstate Corp

Financial Services
18
+ 0.75%
$181.25 - $208.2 $3.26K - $3.75K
2.43K $468K
CMF
Ishares California Muni Bond E

ETFs
250
+ 6.02%
$56.66 - $58.1 $14.2K - $14.5K
4.41K $252K
IR
Ingersoll Rand Inc.

Industrials
327
+ 12.75%
$90.46 - $105.35 $29.6K - $34.4K
2.89K $261K
MBB
Ishares Tr

ETFs
214
+ 9.08%
$91.26 - $95.82 $19.5K - $20.5K
2.57K $235K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.36%
$311.11 - $335.64 $933 - $1.01K
834 $268K
BOTZ
Global X Fds

ETFs
173
+ 2.4%
$31.11 - $34.18 $5.38K - $5.91K
7.37K $235K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.6K
+ 5.79%
$106.56 - $113.11 $384K - $407K
65.8K $7.03M
KMB
Kimberly Clark Corp

Consumer Defensive
132
+ 8.91%
$130.37 - $146.09 $17.2K - $19.3K
1.61K $211K
Simplify Exchange Traded Fun
208
+ 1.95%
N/A
10.9K $0
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.15K
+ 3.52%
$19.27 - $20.9 $22.1K - $24K
33.7K $665K
Amplify ETF Tr
131
+ 1.53%
N/A
8.7K $0
Ge Vernova Inc
820
New
N/A
820 $0
Amplify ETF Tr
114
+ 1.62%
N/A
7.15K $0
Pavmed Inc
10.9K
New
N/A
10.9K $0
Arista Networks Inc
81.1K
New
N/A
81.1K $0
Aileron Therapeutics Inc
30.5K
New
N/A
30.5K $0
ETF Opportunities Trust
59.1K
New
N/A
59.1K $0
Lam Research Corp
3.88K
New
N/A
3.88K $0
Dimensional ETF Trust
59.7K
+ 14.11%
N/A
483K $0
Fidelity Wise Origin Bitcoin
54.3K
+ 111.62%
N/A
103K $0
Blackrock Inc
2.95K
New
N/A
2.95K $0
Proshares Tr
1.35K
+ 5.85%
N/A
24.5K $0
Onemednet Corp
241K
+ 1266.32%
N/A
260K $0
PM
Philip Morris International Inc.

Consumer Defensive
88
+ 0.88%
$118.38 - $133.06 $10.4K - $11.7K
10.1K $1.21M
GAB
Gabelli Equity Trust Inc

Financial Services
39
+ 0.34%
$5.36 - $5.83 $209 - $227
11.4K $61K
DFAI
Dimensional ETF Tr

ETFs
29.1K
+ 8.83%
$29.0 - $31.6 $844K - $919K
359K $10.5M
XT
Ishares Tr Exponential Technol

ETFs
137
+ 1.63%
$58.7 - $62.72 $8.04K - $8.59K
8.57K $511K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
198
+ 3.83%
$50.14 - $52.56 $9.93K - $10.4K
5.36K $269K
HYD
Vaneck High Yield Muni ETF

ETFs
452
+ 2.04%
$51.09 - $53.06 $23.1K - $24K
22.6K $1.17M
JBHT
Hunt J B Transport Services Inc

Industrials
7
+ 0.27%
$164.22 - $197.19 $1.15K - $1.38K
2.6K $442K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
57
+ 0.54%
$44.33 - $49.55 $2.53K - $2.82K
10.7K $480K
Activity Summary
Buys All Purchases 220 New Holdings 26 Increased Positions 194 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 3 Puts 3
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