EXENCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DUK | 13K | $1.65M |
 | CL | 13K | $1.06M |
 | RTX | 13K | $2.16M |
 | UBER | 13K | $1.25M |
 | OGS | 13K | $1.02M |
 | TFC | 13K | $576.93K |
 | EQR | 13K | $811.69K |
 | MRVL | 12K | $1.05M |
 | CCI | 12K | $1.18M |
 | PSA | 12K | $3.52M |
 | KMPR | 12K | $626.49K |
 | SAP | 12K | $3.21M |
 | CMCSA | 11K | $354.30K |
 | AVDL | 11K | $168.12K |
 | VTRS | 11K | $107.75K |
 | MCD | 11K | $3.22M |
 | ORLY | 10K | $1.13M |
 | AFL | 10K | $1.14M |
 | SAN | 10K | $105.30K |
 | CB | 10K | $2.71M |
Duke Energy Corporation
DUK
Shares Held
13K
Value
$1.65M
Colgate-Palmolive Company
CL
Shares Held
13K
Value
$1.06M
RTX Corporation
RTX
Shares Held
13K
Value
$2.16M
Uber Technologies, Inc.
UBER
Shares Held
13K
Value
$1.25M
ONE Gas, Inc.
OGS
Shares Held
13K
Value
$1.02M
Truist Financial Corporation
TFC
Shares Held
13K
Value
$576.93K
Equity Residential
EQR
Shares Held
13K
Value
$811.69K
Marvell Technology, Inc.
MRVL
Shares Held
12K
Value
$1.05M
Crown Castle Inc.
CCI
Shares Held
12K
Value
$1.18M
Public Storage
PSA
Shares Held
12K
Value
$3.52M
Kemper Corporation
KMPR
Shares Held
12K
Value
$626.49K
SAP SE
SAP
Shares Held
12K
Value
$3.21M
Comcast Corporation
CMCSA
Shares Held
11K
Value
$354.30K
Avadel Pharmaceuticals plc
AVDL
Shares Held
11K
Value
$168.12K
Viatris Inc.
VTRS
Shares Held
11K
Value
$107.75K
McDonald's Corporation
MCD
Shares Held
11K
Value
$3.22M
O'Reilly Automotive, Inc.
ORLY
Shares Held
10K
Value
$1.13M
Aflac Incorporated
AFL
Shares Held
10K
Value
$1.14M
Banco Santander, S.A.
SAN
Shares Held
10K
Value
$105.30K
Chubb Limited
CB
Shares Held
10K
Value
$2.71M