Stock Taper

EXENCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ConocoPhillipsCOP20.25K$2.67M
AstraZeneca PLCAZN20.16K$3.98M
RTX CorporationRTX19.86K$3.83M
Wells Fargo & CompanyWFC19.8K$1.58M
General Mills, Inc.GIS19.55K$727.61K
Danaher CorporationDHR18.56K$3.52M
Amgen Inc.AMGN17.4K$6.12M
Lowe's Companies, Inc.LOW17.39K$4.11M
SAP SESAP17.22K$2.95M
Eli Lilly and CompanyLLY17.14K$15.77M
PG&E CorporationPCG16.91K$297.01K
Coeur Mining, Inc.CDE16.8K$315.43K
Galaxy DigitalGLXY16.79K$309.83K
BCE Inc.BCE16.57K$418.29K
Palantir Technologies Inc.PLTR16.29K$2.38M
Comcast CorporationCMCSA15.56K$446.73K
Dominion Energy, Inc.D15.53K$960.25K
STMicroelectronics N.V.STM15.36K$530.79K
Global Payments Inc.GPN14.71K$990.18K
Micron Technology, Inc.MU14.52K$4.91M