Burns Wealth Management
Latest statistics and disclosures from Exencial Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VBR, BRK.B, VTV, and represent 14.01% of Exencial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: FTNT (+$13M), RMD (+$7.3M), DGX (+$6.7M), WAB (+$5.2M), WTW, CACI, IFF, LHX, IWM, STM.
- Started 12 new stock positions in SCHR, FTRE, MGK, O, RMD, AVDL, ORLY, TTD, FMC, MU. GSEW, CUBE.
- Reduced shares in these 10 stocks: ETN (-$10M), DPZ (-$8.1M), RTX (-$6.3M), META, ORCL, ALK, SPY, ADBE, MSFT, CHTR.
- Sold out of its positions in BABA, Appharvest, BK, SPUU, EQT, EXAS, ROBO, FTEC, FTV, PXH. IWB, Magellan Midstream Partners, OTLK, RBA, SACH, SCHZ, SPB, TFX, ULTA, USFD, WSM, DLN, DOL, NXPI.
- Exencial Wealth Advisors was a net seller of stock by $-32M.
- Exencial Wealth Advisors has $2.1B in assets under management (AUM), dropping by -5.25%.
- Central Index Key (CIK): 0001576151
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Download as csv Download as ExcelPortfolio Holdings for Exencial Wealth Advisors
Exencial Wealth Advisors holds 416 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 4.2 | $87M | 507k | 171.21 |
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Microsoft Corporation (MSFT) | 3.5 | $73M | -3% | 230k | 315.75 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.6 | $54M | 340k | 159.49 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $38M | 108k | 350.30 |
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Vanguard Index Fds Value Etf (VTV) | 1.8 | $38M | 272k | 137.93 |
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Amazon (AMZN) | 1.7 | $36M | -4% | 282k | 127.12 |
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Tesla Motors (TSLA) | 1.6 | $34M | -7% | 134k | 250.22 |
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Meta Platforms Cl A (META) | 1.5 | $32M | -13% | 106k | 300.21 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $31M | +5% | 73k | 429.43 |
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Alphabet Cap Stk Cl C (GOOG) | 1.5 | $31M | 235k | 131.85 |
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UnitedHealth (UNH) | 1.4 | $30M | 59k | 504.19 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 1.3 | $28M | 312k | 89.22 |
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.3 | $27M | -3% | 865k | 31.67 |
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Activision Blizzard | 1.2 | $25M | 266k | 93.63 |
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 1.2 | $24M | 748k | 32.14 |
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Mastercard Incorporated Cl A (MA) | 1.1 | $23M | 58k | 395.91 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $23M | 161k | 141.69 |
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Ishares Tr Eafe Value Etf (EFV) | 1.1 | $22M | -2% | 446k | 48.93 |
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Visa Com Cl A (V) | 1.0 | $21M | -9% | 93k | 230.01 |
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Costco Wholesale Corporation (COST) | 1.0 | $21M | -2% | 37k | 564.96 |
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Intercontinental Exchange (ICE) | 1.0 | $21M | 186k | 110.02 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $20M | -2% | 64k | 307.11 |
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Charter Communications Inc N Cl A (CHTR) | 0.9 | $19M | -13% | 44k | 439.82 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.9 | $19M | +4% | 258k | 75.15 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.9 | $19M | +9% | 279k | 67.68 |
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L3harris Technologies (LHX) | 0.9 | $19M | +24% | 107k | 174.12 |
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Canadian Natural Resources (CNQ) | 0.9 | $18M | -2% | 281k | 64.67 |
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Oracle Corporation (ORCL) | 0.9 | $18M | -20% | 169k | 105.92 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $17M | -2% | 181k | 94.04 |
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.8 | $17M | -3% | 1.1M | 14.95 |
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Constellation Brands Cl A (STZ) | 0.8 | $17M | 67k | 251.33 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $17M | -2% | 128k | 130.86 |
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Adobe Systems Incorporated (ADBE) | 0.8 | $17M | -17% | 33k | 509.90 |
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S&p Global (SPGI) | 0.8 | $17M | 45k | 365.41 |
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International Flavors & Fragrances (IFF) | 0.8 | $16M | +30% | 235k | 68.17 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $16M | -8% | 225k | 70.76 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $16M | +5% | 244k | 64.35 |
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Chevron Corporation (CVX) | 0.8 | $16M | -3% | 93k | 168.62 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $16M | +2% | 40k | 392.70 |
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Electronic Arts (EA) | 0.7 | $15M | -2% | 128k | 120.40 |
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Ishares Core Msci Emkt (IEMG) | 0.7 | $15M | +2% | 321k | 47.59 |
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Novartis Sponsored Adr (NVS) | 0.7 | $15M | -3% | 150k | 101.86 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $15M | +3% | 73k | 208.24 |
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Dimensional Etf Trust Internatnal Val (DFIV) | 0.7 | $15M | +6% | 463k | 32.62 |
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Medtronic SHS (MDT) | 0.7 | $15M | 192k | 78.36 |
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Vanguard World Mega Cap Index (MGC) | 0.7 | $15M | -6% | 98k | 151.87 |
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Becton, Dickinson and (BDX) | 0.7 | $14M | 55k | 258.53 |
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Vanguard Index Fds Growth Etf (VUG) | 0.7 | $14M | 51k | 272.31 |
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Qualcomm (QCOM) | 0.7 | $14M | -3% | 123k | 111.06 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $13M | 151k | 88.69 |
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Ge Healthcare Technologies I Common Stock (GEHC) | 0.6 | $13M | -2% | 194k | 68.04 |
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Fortinet (FTNT) | 0.6 | $13M | +3484% | 223k | 58.68 |
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Spdr Gold Tr Gold Shs (GLD) | 0.6 | $13M | -2% | 76k | 171.45 |
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Stmicroelectronics N V Ny Registry (STM) | 0.6 | $12M | +37% | 283k | 43.16 |
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Caci Intl Cl A (CACI) | 0.6 | $12M | +57% | 39k | 313.93 |
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Willis Towers Watson SHS (WTW) | 0.6 | $12M | +58% | 58k | 208.96 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.6 | $12M | -2% | 213k | 56.47 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $11M | -24% | 27k | 427.48 |
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Wabtec Corporation (WAB) | 0.5 | $11M | +87% | 104k | 106.27 |
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Evergy (EVRG) | 0.5 | $11M | -4% | 214k | 50.70 |
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Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $11M | -9% | 109k | 96.92 |
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Ishares Msci Emrg Chn (EMXC) | 0.5 | $10M | +2% | 204k | 49.83 |
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Raytheon Technologies Corp (RTX) | 0.5 | $10M | -38% | 141k | 71.97 |
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Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.5 | $10M | +18% | 394k | 25.34 |
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Alaska Air (ALK) | 0.5 | $10M | -28% | 269k | 37.08 |
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Charles Schwab Corporation (SCHW) | 0.5 | $9.7M | -2% | 177k | 54.90 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $9.2M | 87k | 106.20 |
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Iqvia Holdings (IQV) | 0.4 | $9.2M | -2% | 47k | 196.75 |
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.4 | $9.1M | 347k | 26.22 |
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Eaton Corp SHS (ETN) | 0.4 | $9.0M | -52% | 42k | 213.28 |
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Haleon Spon Ads (HLN) | 0.4 | $9.0M | +3% | 1.1M | 8.33 |
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Merck & Co (MRK) | 0.4 | $8.9M | 87k | 102.95 |
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Abbvie (ABBV) | 0.4 | $8.9M | -9% | 60k | 149.06 |
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Quest Diagnostics Incorporated (DGX) | 0.4 | $8.9M | +320% | 73k | 121.86 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $8.8M | -12% | 291k | 30.15 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $8.7M | -4% | 334k | 26.11 |
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Crown Castle Intl (CCI) | 0.4 | $8.6M | -5% | 94k | 92.03 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $8.1M | -3% | 43k | 189.07 |
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Dollar General (DG) | 0.4 | $8.1M | +57% | 76k | 105.80 |
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Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.4 | $7.8M | +21% | 140k | 55.51 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $7.7M | -4% | 228k | 33.96 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $7.6M | -3% | 36k | 214.18 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $7.6M | +22% | 100k | 75.98 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $7.6M | +2% | 150k | 50.49 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.4 | $7.5M | 221k | 34.02 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $7.4M | -3% | 57k | 130.96 |
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ResMed (RMD) | 0.4 | $7.3M | NEW | 49k | 147.87 |
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Johnson & Johnson (JNJ) | 0.3 | $7.1M | -6% | 46k | 155.75 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $7.0M | -12% | 131k | 53.52 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $7.0M | -5% | 28k | 249.35 |
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Ishares Tr Core Intl Aggr (IAGG) | 0.3 | $6.9M | 142k | 48.78 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $6.9M | -3% | 19k | 358.27 |
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Marsh & McLennan Companies (MMC) | 0.3 | $6.9M | -6% | 36k | 190.30 |
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Canadian Pacific Kansas City (CP) | 0.3 | $6.8M | -7% | 91k | 74.41 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $6.7M | -2% | 89k | 75.66 |
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $6.6M | -3% | 291k | 22.57 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $6.4M | -16% | 63k | 102.02 |
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Pimco Etf Tr 0-5 High Yield (HYS) | 0.3 | $6.3M | -5% | 70k | 90.30 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $6.3M | 41k | 153.84 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $6.3M | +126% | 35k | 176.74 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $5.9M | 86k | 68.42 |
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Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.3 | $5.8M | -11% | 115k | 49.89 |
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Coca-Cola Company (KO) | 0.3 | $5.7M | -8% | 102k | 55.98 |
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Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $5.6M | +10% | 219k | 25.69 |
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Abbott Laboratories (ABT) | 0.3 | $5.6M | -9% | 58k | 96.85 |
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.3 | $5.5M | 114k | 48.49 |
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Dimensional Etf Trust Intl Small Cap V (DISV) | 0.3 | $5.5M | +6% | 231k | 23.78 |
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.3 | $5.3M | +16% | 195k | 27.42 |
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Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.3 | $5.3M | +7% | 225k | 23.67 |
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Barclays Bank Ipath Selct Mlp (ATMP) | 0.3 | $5.2M | 248k | 20.95 |
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Amgen (AMGN) | 0.2 | $5.1M | -2% | 19k | 268.76 |
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Alcon Ord Shs (ALC) | 0.2 | $5.0M | -9% | 66k | 77.06 |
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Waste Management (WM) | 0.2 | $5.0M | -8% | 33k | 152.44 |
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Public Storage (PSA) | 0.2 | $4.8M | -11% | 18k | 263.52 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $4.7M | -5% | 34k | 139.70 |
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Diageo Spon Adr New (DEO) | 0.2 | $4.6M | 31k | 149.18 |
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Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $4.5M | -2% | 108k | 41.93 |
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Shell Spon Ads (SHEL) | 0.2 | $4.4M | -6% | 69k | 64.38 |
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Exxon Mobil Corporation (XOM) | 0.2 | $4.4M | -12% | 37k | 117.58 |
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Pepsi (PEP) | 0.2 | $4.3M | -5% | 26k | 169.44 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $4.3M | -10% | 73k | 58.93 |
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Unilever Spon Adr New (UL) | 0.2 | $4.2M | -7% | 85k | 49.40 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $4.2M | -8% | 29k | 145.02 |
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Suncor Energy (SU) | 0.2 | $4.2M | -9% | 121k | 34.38 |
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Fidelity Covington Trust Low Volity Etf (FDLO) | 0.2 | $4.2M | -12% | 86k | 48.63 |
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Emerson Electric (EMR) | 0.2 | $4.0M | 42k | 96.57 |
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Nike CL B (NKE) | 0.2 | $3.9M | -11% | 41k | 95.62 |
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CVS Caremark Corporation (CVS) | 0.2 | $3.9M | -5% | 56k | 69.82 |
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Eli Lilly & Co. (LLY) | 0.2 | $3.8M | -8% | 7.2k | 537.10 |
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Phillips 66 (PSX) | 0.2 | $3.8M | 32k | 120.15 |
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Lowe's Companies (LOW) | 0.2 | $3.8M | -11% | 18k | 207.83 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $3.7M | -6% | 111k | 33.57 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $3.7M | 65k | 55.97 |
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Danaher Corporation (DHR) | 0.2 | $3.6M | -21% | 15k | 248.11 |
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ConocoPhillips (COP) | 0.2 | $3.6M | -4% | 30k | 119.80 |
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.2 | $3.6M | +3% | 91k | 38.93 |
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McDonald's Corporation (MCD) | 0.2 | $3.5M | -3% | 14k | 263.45 |
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Pfizer (PFE) | 0.2 | $3.5M | -7% | 105k | 33.17 |
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TJX Companies (TJX) | 0.2 | $3.4M | -3% | 39k | 88.88 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $3.4M | -5% | 65k | 51.87 |
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Cdw (CDW) | 0.2 | $3.4M | -2% | 17k | 201.76 |
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Cisco Systems (CSCO) | 0.2 | $3.3M | -18% | 61k | 53.76 |
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Icon SHS (ICLR) | 0.2 | $3.2M | -10% | 13k | 246.25 |
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Oneok (OKE) | 0.2 | $3.2M | +23% | 50k | 63.43 |
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American Electric Power Company (AEP) | 0.1 | $3.0M | +17% | 41k | 75.22 |
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Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.1 | $3.0M | -7% | 65k | 46.41 |
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Transunion (TRU) | 0.1 | $3.0M | -5% | 42k | 71.79 |
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NVIDIA Corporation (NVDA) | 0.1 | $3.0M | +11% | 6.8k | 435.02 |
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Enbridge (ENB) | 0.1 | $2.7M | -10% | 82k | 33.19 |
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Sanofi Sponsored Adr (SNY) | 0.1 | $2.7M | +10% | 50k | 53.64 |
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Microchip Technology (MCHP) | 0.1 | $2.7M | -28% | 34k | 78.05 |
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Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $2.6M | -6% | 42k | 62.48 |
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United Parcel Service CL B (UPS) | 0.1 | $2.6M | -10% | 17k | 155.87 |
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Verizon Communications (VZ) | 0.1 | $2.6M | -13% | 81k | 32.41 |
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Texas Instruments Incorporated (TXN) | 0.1 | $2.6M | -18% | 16k | 159.01 |
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Ss&c Technologies Holding (SSNC) | 0.1 | $2.6M | +72% | 50k | 52.54 |
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Northrop Grumman Corporation (NOC) | 0.1 | $2.5M | -8% | 5.8k | 440.20 |
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Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $2.5M | 56k | 45.69 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.4M | +733% | 24k | 103.32 |
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Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $2.4M | -2% | 12k | 201.05 |
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $2.4M | 31k | 77.05 |
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Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $2.4M | -13% | 102k | 23.00 |
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Ishares Tr Tips Bd Etf (TIP) | 0.1 | $2.3M | -5% | 22k | 103.72 |
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Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.3M | -15% | 47k | 49.53 |
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Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $2.3M | -6% | 34k | 67.74 |
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Verisk Analytics (VRSK) | 0.1 | $2.3M | -12% | 9.6k | 236.24 |
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Stryker Corporation (SYK) | 0.1 | $2.2M | +4% | 8.0k | 273.28 |
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General Dynamics Corporation (GD) | 0.1 | $2.2M | +619% | 9.9k | 220.98 |
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Gaming & Leisure Pptys (GLPI) | 0.1 | $2.1M | -15% | 46k | 45.55 |
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Procter & Gamble Company (PG) | 0.1 | $2.1M | -4% | 14k | 145.86 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $2.1M | +82% | 23k | 90.94 |
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International Business Machines (IBM) | 0.1 | $2.0M | -17% | 14k | 140.30 |
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $2.0M | +14% | 36k | 55.30 |
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Telus Ord (TU) | 0.1 | $2.0M | -6% | 121k | 16.34 |
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General Mills (GIS) | 0.1 | $1.9M | -14% | 31k | 63.99 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.9M | -4% | 28k | 69.78 |
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BlackRock (BLK) | 0.1 | $1.9M | -15% | 3.0k | 646.41 |
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Home Depot (HD) | 0.1 | $1.9M | -27% | 6.3k | 302.17 |
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GSK Sponsored Adr (GSK) | 0.1 | $1.9M | -6% | 53k | 36.25 |
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Sherwin-Williams Company (SHW) | 0.1 | $1.9M | -4% | 7.4k | 255.03 |
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Lockheed Martin Corporation (LMT) | 0.1 | $1.8M | -9% | 4.5k | 409.00 |
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O'reilly Automotive (ORLY) | 0.1 | $1.8M | NEW | 2.0k | 909.17 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.8M | 6.8k | 265.98 |
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Cigna Corp (CI) | 0.1 | $1.8M | 6.3k | 286.07 |
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Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $1.8M | +8% | 72k | 24.81 |
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Chubb (CB) | 0.1 | $1.7M | +37% | 8.4k | 208.19 |
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Enterprise Products Partners (EPD) | 0.1 | $1.7M | 63k | 27.37 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.7M | -15% | 19k | 91.59 |
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Sap Se Spon Adr (SAP) | 0.1 | $1.7M | +2% | 13k | 129.32 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.7M | -4% | 8.5k | 195.69 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.7M | -6% | 13k | 131.79 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.6M | +10% | 35k | 47.83 |
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Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $1.6M | -20% | 67k | 24.50 |
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FedEx Corporation (FDX) | 0.1 | $1.6M | -10% | 6.2k | 264.92 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.6M | +129% | 24k | 68.92 |
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Aon Shs Cl A (AON) | 0.1 | $1.6M | +7% | 5.0k | 324.21 |
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Global Payments (GPN) | 0.1 | $1.6M | 14k | 115.39 |
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Tenaris S A Sponsored Ads (TS) | 0.1 | $1.6M | +9% | 50k | 31.60 |
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Bristol Myers Squibb (BMY) | 0.1 | $1.5M | -2% | 27k | 58.04 |
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Equity Residential Sh Ben Int (EQR) | 0.1 | $1.5M | -14% | 26k | 58.71 |
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Centene Corporation (CNC) | 0.1 | $1.5M | +6% | 22k | 68.88 |
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Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $1.5M | -3% | 32k | 47.18 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.5M | -7% | 8.9k | 163.93 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $1.4M | 31k | 46.55 |
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $1.4M | -58% | 37k | 38.65 |
|
American Tower Reit (AMT) | 0.1 | $1.4M | +3% | 8.6k | 164.44 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.4M | -8% | 11k | 128.74 |
|
One Gas (OGS) | 0.1 | $1.4M | +3% | 20k | 68.28 |
|
Progressive Corporation (PGR) | 0.1 | $1.4M | 9.8k | 139.29 |
|
|
Caterpillar (CAT) | 0.1 | $1.4M | +188% | 4.9k | 273.02 |
|
Ishares Tr Global Reit Etf (REET) | 0.1 | $1.3M | 63k | 21.17 |
|
|
Bank of America Corporation (BAC) | 0.1 | $1.3M | 48k | 27.38 |
|
|
Allegion Ord Shs (ALLE) | 0.1 | $1.3M | +5% | 13k | 104.20 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.3M | -59% | 6.1k | 212.41 |
|
Altria (MO) | 0.1 | $1.3M | -2% | 31k | 42.05 |
|
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $1.3M | 53k | 24.34 |
|
|
Broadcom (AVGO) | 0.1 | $1.2M | -57% | 1.5k | 830.40 |
|
Bce Com New (BCE) | 0.1 | $1.2M | -20% | 33k | 38.17 |
|
At&t (T) | 0.1 | $1.2M | -4% | 83k | 15.02 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.2M | -3% | 32k | 39.21 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.2M | 27k | 43.72 |
|
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.1M | -10% | 3.3k | 347.71 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.1M | 13k | 86.90 |
|
|
Wal-Mart Stores (WMT) | 0.1 | $1.1M | +12% | 6.8k | 159.94 |
|
PIMCO Corporate Opportunity Fund (PTY) | 0.1 | $1.1M | 83k | 13.07 |
|
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.1M | -15% | 13k | 82.52 |
|
Colgate-Palmolive Company (CL) | 0.1 | $1.1M | -7% | 15k | 71.11 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.0M | 7.7k | 135.56 |
|
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.0M | 1.7k | 588.80 |
|
|
Comcast Corp Cl A (CMCSA) | 0.0 | $1.0M | -12% | 23k | 44.34 |
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $996k | -7% | 21k | 47.28 |
|
salesforce (CRM) | 0.0 | $980k | 4.8k | 202.78 |
|
|
Duke Energy Corp Com New (DUK) | 0.0 | $970k | -2% | 11k | 88.26 |
|
Bk Nova Cad (BNS) | 0.0 | $959k | +2% | 21k | 45.59 |
|
Dominion Resources (D) | 0.0 | $933k | -15% | 21k | 44.67 |
|
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $933k | -15% | 14k | 66.62 |
|
Lam Research Corporation (LRCX) | 0.0 | $924k | -16% | 1.5k | 626.90 |
|
AFLAC Incorporated (AFL) | 0.0 | $912k | -6% | 12k | 76.75 |
|
Intuit (INTU) | 0.0 | $901k | 1.8k | 510.83 |
|
|
MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $873k | -8% | 25k | 35.57 |
|
Walt Disney Company (DIS) | 0.0 | $873k | +23% | 11k | 81.05 |
|
Philip Morris International (PM) | 0.0 | $826k | -4% | 8.9k | 92.58 |
|
Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $820k | +8% | 36k | 22.52 |
|
Intel Corporation (INTC) | 0.0 | $815k | 23k | 35.55 |
|
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $801k | -26% | 15k | 52.49 |
|
Sabine Rty Tr Unit Ben Int (SBR) | 0.0 | $790k | 12k | 65.75 |
|
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $782k | -5% | 8.3k | 94.33 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $772k | -2% | 20k | 37.95 |
|
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $762k | +11% | 28k | 27.05 |
|
3M Company (MMM) | 0.0 | $757k | -16% | 8.1k | 93.62 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $754k | 16k | 48.10 |
|
|
Methanex Corp (MEOH) | 0.0 | $753k | +7% | 17k | 45.05 |
|
Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $750k | -19% | 18k | 40.96 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $739k | -12% | 7.3k | 101.38 |
|
Advanced Micro Devices (AMD) | 0.0 | $738k | +5% | 7.2k | 102.82 |
|
Palo Alto Networks (PANW) | 0.0 | $738k | +17% | 3.1k | 234.44 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $728k | -16% | 4.7k | 155.38 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $725k | -7% | 9.6k | 75.17 |
|
Keurig Dr Pepper (KDP) | 0.0 | $708k | +55% | 22k | 31.57 |
|
First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.0 | $701k | +32% | 15k | 45.74 |
|
United Rentals (URI) | 0.0 | $691k | -18% | 1.6k | 444.71 |
|
Fmc Corp Com New (FMC) | 0.0 | $664k | NEW | 9.9k | 66.97 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $660k | +16% | 25k | 26.20 |
|
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $659k | 12k | 54.16 |
|
|
WPP Adr (WPP) | 0.0 | $636k | +4% | 14k | 44.58 |
|
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $635k | +61% | 5.8k | 109.67 |
|
First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $632k | 458.00 | 1380.10 |
|
|
Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $629k | -30% | 6.5k | 97.21 |
|
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $625k | 41k | 15.32 |
|
|
Applied Materials (AMAT) | 0.0 | $613k | +7% | 4.4k | 138.46 |
|
Martin Marietta Materials (MLM) | 0.0 | $609k | -6% | 1.5k | 410.57 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $606k | 43k | 14.03 |
|
|
Humana (HUM) | 0.0 | $601k | +103% | 1.2k | 486.63 |
|
Gartner (IT) | 0.0 | $592k | -8% | 1.7k | 343.61 |
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $589k | -14% | 12k | 48.50 |
|
Proshares Tr Merger Etf (MRGR) | 0.0 | $583k | +39% | 15k | 39.68 |
|
Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $578k | -6% | 5.5k | 105.97 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $575k | -6% | 1.2k | 473.63 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $575k | +17% | 1.5k | 389.47 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $546k | -6% | 1.2k | 456.47 |
|
CBOE Holdings (CBOE) | 0.0 | $535k | +17% | 3.4k | 156.21 |
|
Etf Managers Tr Prime Cybr Scrty (HACK) | 0.0 | $535k | -4% | 10k | 51.60 |
|
Williams Companies (WMB) | 0.0 | $529k | 16k | 33.69 |
|
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $526k | -7% | 3.3k | 160.98 |
|
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.0 | $525k | +3% | 9.5k | 55.09 |
|
Trane Technologies SHS (TT) | 0.0 | $518k | 2.6k | 202.91 |
|
|
Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $518k | +10% | 15k | 35.62 |
|
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $517k | -2% | 11k | 46.52 |
|
Ishares Tr Exponential Tech (XT) | 0.0 | $514k | -6% | 9.8k | 52.21 |
|
First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $502k | 6.6k | 75.91 |
|
|
Zoetis Cl A (ZTS) | 0.0 | $500k | 2.9k | 173.96 |
|
|
Infosys Sponsored Adr (INFY) | 0.0 | $496k | +16% | 29k | 17.11 |
|
Carrier Global Corporation (CARR) | 0.0 | $494k | -3% | 8.9k | 55.20 |
|
Kemper Corp Del (KMPR) | 0.0 | $491k | 12k | 42.03 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $491k | +3% | 4.6k | 107.64 |
|
Starbucks Corporation (SBUX) | 0.0 | $490k | -18% | 5.4k | 91.28 |
|
J.B. Hunt Transport Services (JBHT) | 0.0 | $489k | 2.6k | 188.52 |
|
|
Dimensional Etf Trust Inflation Prote (DFIP) | 0.0 | $486k | +104% | 12k | 39.77 |
|
Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.0 | $475k | 8.1k | 58.77 |
|
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $457k | -2% | 4.0k | 115.01 |
|
Cardinal Health (CAH) | 0.0 | $455k | 5.2k | 86.82 |
|
|
Kla Corp Com New (KLAC) | 0.0 | $447k | -73% | 975.00 | 458.88 |
|
Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $447k | -10% | 5.4k | 82.42 |
|
Southern Company (SO) | 0.0 | $443k | -4% | 6.8k | 64.72 |
|
Dupont De Nemours (DD) | 0.0 | $442k | -6% | 5.9k | 74.59 |
|
Netflix (NFLX) | 0.0 | $441k | -20% | 1.2k | 377.73 |
|
Kinder Morgan (KMI) | 0.0 | $441k | 27k | 16.58 |
|
|
Realty Income (O) | 0.0 | $432k | NEW | 8.7k | 49.94 |
|
Ishares Tr Ishares Biotech (IBB) | 0.0 | $424k | 3.5k | 122.29 |
|
|
Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $421k | 5.1k | 82.94 |
|
|
Dow (DOW) | 0.0 | $420k | 8.1k | 51.56 |
|
|
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $418k | 2.6k | 159.61 |
|
|
Valero Energy Corporation (VLO) | 0.0 | $411k | 2.9k | 141.72 |
|
|
Cheniere Energy Com New (LNG) | 0.0 | $410k | 2.5k | 165.96 |
|
|
Nextera Energy (NEE) | 0.0 | $409k | -5% | 7.1k | 57.29 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $406k | -10% | 4.5k | 90.39 |
|
Linde SHS (LIN) | 0.0 | $403k | +19% | 1.1k | 372.37 |
|
Rbc Cad (RY) | 0.0 | $398k | -18% | 4.6k | 87.44 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $395k | +31% | 9.6k | 41.26 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $393k | 11k | 36.90 |
|
|
Boeing Company (BA) | 0.0 | $389k | -42% | 2.0k | 191.72 |
|
Booking Holdings (BKNG) | 0.0 | $389k | -16% | 126.00 | 3087.77 |
|
Ishares Tr International Sl (ISCF) | 0.0 | $388k | 13k | 29.58 |
|
|
Direxion Shs Etf Tr 20yr Tres Bull | 0.0 | $386k | 80k | 4.82 |
|
|
Us Bancorp Del Com New (USB) | 0.0 | $381k | -3% | 12k | 33.06 |
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $379k | -23% | 8.7k | 43.78 |
|
Micron Technology (MU) | 0.0 | $373k | NEW | 5.5k | 68.03 |
|
Thermo Fisher Scientific (TMO) | 0.0 | $371k | -22% | 734.00 | 505.87 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $370k | -10% | 2.4k | 151.82 |
|
Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $369k | -35% | 13k | 28.20 |
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $368k | 15k | 23.94 |
|
|
Walgreen Boots Alliance (WBA) | 0.0 | $366k | 16k | 22.24 |
|
|
Ies Hldgs (IESC) | 0.0 | $362k | -21% | 5.5k | 65.87 |
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $360k | -5% | 1.6k | 224.19 |
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $355k | 3.3k | 107.13 |
|
|
Wells Fargo & Company (WFC) | 0.0 | $355k | 8.7k | 40.86 |
|
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $353k | -2% | 5.1k | 69.41 |
|
Huntington Bancshares Incorporated (HBAN) | 0.0 | $351k | 34k | 10.40 |
|
|
Otis Worldwide Corp (OTIS) | 0.0 | $346k | -3% | 4.3k | 80.31 |
|
Truist Financial Corp equities (TFC) | 0.0 | $344k | -3% | 12k | 28.61 |
|
Texas Roadhouse (TXRH) | 0.0 | $341k | -6% | 3.5k | 96.09 |
|
Etf Managers Tr Prime Mobile Pay (IPAY) | 0.0 | $340k | 8.7k | 39.10 |
|
|
Honeywell International (HON) | 0.0 | $336k | -26% | 1.8k | 184.74 |
|
Paypal Holdings (PYPL) | 0.0 | $334k | -7% | 5.7k | 58.46 |
|
Alps Etf Tr Med Breakthgh (SBIO) | 0.0 | $334k | 12k | 27.22 |
|
|
BP Sponsored Adr (BP) | 0.0 | $334k | 8.6k | 38.72 |
|
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $331k | +2% | 6.5k | 50.60 |
|
Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $330k | 11k | 29.39 |
|
|
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $327k | 4.4k | 74.62 |
|
|
Schlumberger Com Stk (SLB) | 0.0 | $326k | 5.6k | 58.30 |
|
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $323k | 5.6k | 57.93 |
|
|
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $323k | +400% | 9.8k | 32.99 |
|
Nucor Corporation (NUE) | 0.0 | $321k | 2.1k | 156.35 |
|
|
Baxter International (BAX) | 0.0 | $321k | +21% | 8.5k | 37.74 |
|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $320k | 5.6k | 57.15 |
|
|
Goldman Sachs (GS) | 0.0 | $320k | -12% | 988.00 | 323.55 |
|
Morgan Stanley Com New (MS) | 0.0 | $319k | -25% | 3.9k | 81.68 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $311k | +2% | 4.2k | 73.73 |
|
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $306k | -13% | 6.4k | 47.89 |
|
Cubesmart (CUBE) | 0.0 | $305k | NEW | 8.0k | 38.13 |
|
Wisdomtree Tr Itl High Div Fd (DTH) | 0.0 | $301k | -7% | 8.3k | 36.19 |
|
Domino's Pizza (DPZ) | 0.0 | $300k | -96% | 791.00 | 378.79 |
|
C H Robinson Worldwide Com New (CHRW) | 0.0 | $298k | 3.5k | 86.13 |
|
|
Fortrea Hldgs Common Stock (FTRE) | 0.0 | $286k | NEW | 10k | 28.59 |
|
Expedia Group Com New (EXPE) | 0.0 | $285k | +8% | 2.8k | 103.07 |
|
Helmerich & Payne (HP) | 0.0 | $284k | +18% | 6.7k | 42.16 |
|
Union Pacific Corporation (UNP) | 0.0 | $282k | 1.4k | 203.58 |
|
|
Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $281k | 11k | 24.91 |
|
|
IDEXX Laboratories (IDXX) | 0.0 | $276k | +2% | 632.00 | 437.27 |
|
Omni (OMC) | 0.0 | $268k | +15% | 3.6k | 74.48 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $263k | -6% | 3.6k | 73.02 |
|
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) | 0.0 | $263k | 9.9k | 26.63 |
|
|
Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.0 | $261k | 3.9k | 66.33 |
|
|
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $261k | NEW | 5.4k | 47.94 |
|
Inmode SHS (INMD) | 0.0 | $255k | +23% | 8.4k | 30.46 |
|
Teradyne (TER) | 0.0 | $254k | 2.5k | 100.46 |
|
|
Palantir Technologies Cl A (PLTR) | 0.0 | $252k | -3% | 16k | 16.00 |
|
Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $242k | -7% | 3.1k | 78.05 |
|
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $241k | 3.5k | 68.44 |
|
|
Citigroup Com New (C) | 0.0 | $241k | -32% | 5.9k | 41.13 |
|
Match Group (MTCH) | 0.0 | $239k | +17% | 6.1k | 39.18 |
|
Lamb Weston Hldgs (LW) | 0.0 | $235k | +26% | 2.5k | 92.46 |
|
Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $232k | 4.6k | 50.74 |
|
|
Arista Networks (ANET) | 0.0 | $231k | 1.3k | 183.93 |
|
|
Ishares Msci Switzerland (EWL) | 0.0 | $230k | 5.3k | 43.57 |
|
|
Heico Corp Cl A (HEI.A) | 0.0 | $230k | -2% | 1.8k | 129.22 |
|
Terex Corporation (TEX) | 0.0 | $230k | 4.0k | 57.62 |
|
|
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $229k | 7.6k | 29.95 |
|
|
Consolidated Edison (ED) | 0.0 | $227k | 2.7k | 85.53 |
|
|
Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $225k | NEW | 3.8k | 59.73 |
|
Deere & Company (DE) | 0.0 | $225k | +18% | 596.00 | 377.38 |
|
Euronet Worldwide (EEFT) | 0.0 | $224k | +13% | 2.8k | 79.38 |
|
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $223k | -5% | 2.9k | 75.64 |
|
Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $222k | -4% | 9.0k | 24.72 |
|
Business First Bancshares (BFST) | 0.0 | $221k | 12k | 18.76 |
|
|
Occidental Petroleum Corporation (OXY) | 0.0 | $220k | 3.4k | 64.89 |
|
|
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $219k | 7.9k | 27.86 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $219k | +899% | 7.8k | 28.15 |
|
General Electric Com New (GE) | 0.0 | $217k | -16% | 2.0k | 110.56 |
|
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $216k | 5.0k | 43.56 |
|
|
Gilead Sciences (GILD) | 0.0 | $213k | -7% | 2.8k | 74.94 |
|
Devon Energy Corporation (DVN) | 0.0 | $212k | -30% | 4.4k | 47.70 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $212k | -8% | 511.00 | 414.90 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $209k | NEW | 920.00 | 226.90 |
|
EOG Resources (EOG) | 0.0 | $207k | -31% | 1.6k | 126.78 |
|
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $206k | +6% | 3.5k | 59.16 |
|
The Trade Desk Com Cl A (TTD) | 0.0 | $204k | NEW | 2.6k | 78.15 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $204k | -3% | 5.5k | 37.29 |
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $202k | -32% | 6.1k | 33.17 |
|
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $171k | -13% | 16k | 10.86 |
|
Ford Motor Company (F) | 0.0 | $169k | -63% | 14k | 12.42 |
|
Ngl Energy Partners Com Unit Repst (NGL) | 0.0 | $158k | 41k | 3.87 |
|
|
Novagold Res Com New (NG) | 0.0 | $126k | -2% | 33k | 3.84 |
|
Avadel Pharmaceuticals Sponsored Adr (AVDL) | 0.0 | $124k | NEW | 12k | 10.30 |
|
Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $98k | -4% | 16k | 6.33 |
|
Southwestern Energy Company (SWN) | 0.0 | $97k | 15k | 6.45 |
|
Past Filings by Exencial Wealth Advisors
SEC 13F filings are viewable for Exencial Wealth Advisors going back to 2013
- Exencial Wealth Advisors 2023 Q3 filed Nov. 8, 2023
- Exencial Wealth Advisors 2023 Q2 filed Aug. 10, 2023
- Exencial Wealth Advisors 2023 Q1 filed May 2, 2023
- Exencial Wealth Advisors 2022 Q4 filed Feb. 14, 2023
- Exencial Wealth Advisors 2022 Q3 filed Nov. 8, 2022
- Exencial Wealth Advisors 2022 Q2 filed Aug. 11, 2022
- Exencial Wealth Advisors 2022 Q1 filed May 12, 2022
- Exencial Wealth Advisors 2021 Q4 filed Feb. 10, 2022
- Exencial Wealth Advisors 2021 Q3 filed Nov. 4, 2021
- Exencial Wealth Advisors 2021 Q2 filed Aug. 16, 2021
- Exencial Wealth Advisors 2021 Q1 filed May 6, 2021
- Exencial Wealth Advisors 2020 Q4 filed Feb. 11, 2021
- Exencial Wealth Advisors 2020 Q3 filed Nov. 13, 2020
- Exencial Wealth Advisors 2020 Q2 filed Aug. 17, 2020
- Exencial Wealth Advisors 2020 Q1 filed May 15, 2020
- Exencial Wealth Advisors 2019 Q4 filed Feb. 14, 2020