EXENCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BDX | 67K | $12.60M |
 | UL | 67K | $3.97M |
 | SNY | 67K | $3.14M |
 | MTB | 64K | $12.73M |
 | SHEL | 64K | $4.59M |
 | DGX | 63K | $12.09M |
 | T | 63K | $1.77M |
 | ORCL | 61K | $17.28M |
 | VZ | 61K | $2.68M |
 | IQV | 60K | $11.32M |
 | HON | 59K | $12.51M |
 | META | 56K | $40.76M |
 | OKE | 51K | $3.73M |
 | GSK | 51K | $2.20M |
 | CRM | 50K | $11.88M |
 | SSNC | 49K | $4.36M |
 | ENB | 48K | $2.41M |
 | MA | 48K | $27.06M |
 | HDB | 46K | $1.58M |
 | CTRA | 46K | $1.09M |
Becton, Dickinson and Company
BDX
Shares Held
67K
Value
$12.60M
Unilever PLC
UL
Shares Held
67K
Value
$3.97M
Sanofi
SNY
Shares Held
67K
Value
$3.14M
M&T Bank Corporation
MTB
Shares Held
64K
Value
$12.73M
Shell plc
SHEL
Shares Held
64K
Value
$4.59M
Quest Diagnostics Incorporated
DGX
Shares Held
63K
Value
$12.09M
AT&T Inc.
T
Shares Held
63K
Value
$1.77M
Oracle Corporation
ORCL
Shares Held
61K
Value
$17.28M
Verizon Communications Inc.
VZ
Shares Held
61K
Value
$2.68M
IQVIA Holdings Inc.
IQV
Shares Held
60K
Value
$11.32M
Honeywell International Inc.
HON
Shares Held
59K
Value
$12.51M
Meta Platforms, Inc.
META
Shares Held
56K
Value
$40.76M
ONEOK, Inc.
OKE
Shares Held
51K
Value
$3.73M
GSK plc
GSK
Shares Held
51K
Value
$2.20M
Salesforce, Inc.
CRM
Shares Held
50K
Value
$11.88M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
49K
Value
$4.36M
Enbridge Inc.
ENB
Shares Held
48K
Value
$2.41M
Mastercard Incorporated
MA
Shares Held
48K
Value
$27.06M
HDFC Bank Limited
HDB
Shares Held
46K
Value
$1.58M
Coterra Energy Inc.
CTRA
Shares Held
46K
Value
$1.09M