Excelsior Advisor Network LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| GENERAL ELECTRIC CO | $328.7K | 0.2% |
| Monolithic Power Systems Inc | $329.9K | 0.2% |
| NEXTERA ENERGY INC | $330.8K | 0.2% |
| PFIZER INC | $334.5K | 0.2% |
| HONEYWELL INTERNATIONAL INC | $335.4K | 0.2% |
| ISHARES TR | $351.3K | 0.2% |
| DEERE & CO | $352.0K | 0.2% |
| Merck & Co., Inc. | $360.8K | 0.2% |
| VANGUARD INDEX FDS | $365.1K | 0.2% |
| SHERWIN WILLIAMS CO | $365.8K | 0.2% |
| Broadcom Inc. | $367.3K | 0.2% |
| Visa Inc | $378.4K | 0.2% |
| ISHARES TR | $382.7K | 0.2% |
| ALTRIA GROUP, INC. | $384.3K | 0.2% |
| WISDOMTREE TR | $385.6K | 0.2% |
| The Boeing Company | $387.6K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $388.2K | 0.2% |
| ANGEL OAK FUNDS TRUST | $401.9K | 0.2% |
| WELLS FARGO & COMPANY/MN | $402.3K | 0.2% |
| Mastercard Inc | $424.2K | 0.2% |
| PROCTER & GAMBLE Co | $426.1K | 0.2% |
| CARDINAL HEALTH INC | $430.3K | 0.2% |
| ISHARES TR | $435.3K | 0.2% |
| DIMENSIONAL ETF TRUST | $441.6K | 0.2% |
| SHOPIFY INC | $445.1K | 0.2% |
| CONSTRUCTION PARTNERS INC | $456.0K | 0.2% |
| THERMO FISHER SCIENTIFIC INC. | $462.4K | 0.2% |
| VANGUARD WORLD FD | $467.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $471.6K | 0.2% |
| VANGUARD WORLD FD | $478.0K | 0.2% |
| AMERICAN ELECTRIC POWER CO INC | $502.2K | 0.2% |
| ISHARES TR | $502.7K | 0.2% |
| VANGUARD WORLD FD | $506.1K | 0.2% |
| PACER FDS TR | $532.9K | 0.3% |
| DAVIS FUNDAMENTAL ETF TR | $533.6K | 0.3% |
| DIMENSIONAL ETF TRUST | $546.9K | 0.3% |
| ISHARES TR | $547.4K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $578.3K | 0.3% |
| Meta Platforms Inc | $592.8K | 0.3% |
| Palo Alto Networks Inc | $602.5K | 0.3% |
| DIREXION SHS ETF TR | $606.7K | 0.3% |
| ISHARES INC | $620.0K | 0.3% |
| SELECT SECTOR SPDR TR | $623.4K | 0.3% |
| SPDR SERIES TRUST | $625.0K | 0.3% |
| VICTORY PORTFOLIOS II | $630.5K | 0.3% |
| ADVANCED MICRO DEVICES INC | $644.6K | 0.3% |
| LAM RESEARCH CORP | $651.0K | 0.3% |
| Axon Enterprise Inc | $681.5K | 0.3% |
| Cheniere Energy, Inc. | $685.4K | 0.3% |
| ORACLE CORP | $697.2K | 0.3% |