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Institutional Investment Manager
EXENCIAL WEALTH ADVISORS, LLC
EXENCIAL WEALTH ADVISORS, LLC (CIK: 0001576151), located at 9108 N. Kelley Ave., Oklahoma City, OK. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Original 13F HR (0001221073-16-000221) filed in 2016.11.14
#
Name
Shares
Value ($)
%
Options
Notes
151 VANGUARD TAX-MANAGED FDS 44,804 1,636 0.72%
152 VANGUARD WHITEHALL FDS 5,633 401 0.18%
153 VERISK ANALYTICS INC 27,553 2,247 0.99%
154 VERIZON COMMUNICATIONS INC 78,792 3,790 1.68%
155 VISA INC 2,631 217 0.10%
156 WAL-MART STORES INC 9,346 654 0.29%
157 WALGREENS BOOTS ALLIANCE INC 3,059 253 0.11%
158 WELLS FARGO & CO NEW 15,095 695 0.31%
159 WEYERHAEUSER CO 9,189 275 0.12%
160 WGL HLDGS INC COM 3,518 222 0.10%
161 WISDOMTREE TR 24,045 1,548 0.69%
162 WISDOMTREE TR 7,637 286 0.13%
163 WISDOMTREE TR 8,115 612 0.27%
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