Excelsior Advisor Network LLC - Q12026 Holdings

Excelsior Advisor Network LLC holds 225 stocks with a total portfolio value of $ 262.86M as of Q12026. In Q12026, Excelsior Advisor Network LLC added 63 new positions, increased stakes in 110 stocks, reduced 35 holdings, and fully exited 6 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 4.67% of the total portfolio.