Stock Taper

EXENCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
General Motors CompanyGM7.83K$583.72K
VeriSign, Inc.VRSN7.47K$1.85M
Restaurant Brands International Inc.QSR7.43K$549.08K
Edison InternationalEIX7.37K$539.26K
Carrier Global CorporationCARR7.28K$409.74K
Halliburton CompanyHAL7.12K$277.56K
Devon Energy CorporationDVN7.06K$355.47K
Morningstar, Inc.MORN6.74K$1.14M
Clear Secure, Inc.YOU6.66K$322.56K
Cigna CorporationCI6.56K$1.75M
Uber Technologies, Inc.UBER6.53K$469.61K
FedEx CorporationFDX6.5K$2.32M
Humana Inc.HUM6.46K$1.12M
Consolidated Edison, Inc.ED6.34K$717.97K
The Home Depot, Inc.HD6.11K$2.01M
EOG Resources, Inc.EOG6.01K$869.61K
Cardinal Health, Inc.CAH5.81K$1.23M
Philip Morris International Inc.PM5.78K$955.19K
Fortinet, Inc.FTNT5.65K$461.94K
The Walt Disney CompanyDIS5.62K$541.98K