EXENCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QSR | 7K | $447.83K |
 | SYK | 7K | $2.57M |
 | HUM | 7K | $1.80M |
 | GM | 7K | $420.48K |
 | AMT | 7K | $1.32M |
 | CI | 7K | $1.90M |
 | HD | 6K | $2.59M |
 | EOG | 6K | $706.08K |
 | FDX | 6K | $1.43M |
 | LULU | 6K | $1.08M |
 | MDLZ | 6K | $378.17K |
 | SHW | 6K | $2.00M |
 | CAH | 6K | $903.75K |
 | ACN | 6K | $1.37M |
 | LDOS | 5K | $1.03M |
 | DIS | 5K | $623.76K |
 | ANET | 5K | $791.05K |
 | ROST | 5K | $797.39K |
 | ED | 5K | $518.91K |
 | CAT | 5K | $2.35M |
Restaurant Brands International Inc.
QSR
Shares Held
7K
Value
$447.83K
Stryker Corporation
SYK
Shares Held
7K
Value
$2.57M
Humana Inc.
HUM
Shares Held
7K
Value
$1.80M
General Motors Company
GM
Shares Held
7K
Value
$420.48K
American Tower Corporation
AMT
Shares Held
7K
Value
$1.32M
Cigna Corporation
CI
Shares Held
7K
Value
$1.90M
The Home Depot, Inc.
HD
Shares Held
6K
Value
$2.59M
EOG Resources, Inc.
EOG
Shares Held
6K
Value
$706.08K
FedEx Corporation
FDX
Shares Held
6K
Value
$1.43M
Lululemon Athletica Inc.
LULU
Shares Held
6K
Value
$1.08M
Mondelez International, Inc.
MDLZ
Shares Held
6K
Value
$378.17K
The Sherwin-Williams Company
SHW
Shares Held
6K
Value
$2.00M
Cardinal Health, Inc.
CAH
Shares Held
6K
Value
$903.75K
Accenture plc
ACN
Shares Held
6K
Value
$1.37M
Leidos Holdings, Inc.
LDOS
Shares Held
5K
Value
$1.03M
The Walt Disney Company
DIS
Shares Held
5K
Value
$623.76K
Arista Networks, Inc.
ANET
Shares Held
5K
Value
$791.05K
Ross Stores, Inc.
ROST
Shares Held
5K
Value
$797.39K
Consolidated Edison, Inc.
ED
Shares Held
5K
Value
$518.91K
Caterpillar Inc.
CAT
Shares Held
5K
Value
$2.35M