Olistico Wealth, LLC Incresed Positions in Q1 2025

Olistico Wealth, LLC

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
16.7K
+ 11.32%
$34.95 - $37.36 $583K - $623K
164K $5.85B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19K
+ 1699.11%
$27.01 - $28.54 $513K - $542K
20.1K $562M
LLY
Eli Lilly & CO

Healthcare
203
+ 6.03%
$725.72 - $929.72 $147K - $189K
3.57K $2.95B
CGXU
Capital Group Intl Focus Equit

ETFs
11K
+ 14.16%
$24.48 - $26.59 $269K - $292K
88.4K $2.17B
EPD
Enterprise Products Partners L.P.

Energy
4.55K
+ 18.77%
$31.75 - $34.14 $144K - $155K
28.8K $983M
PFE
Pfizer Inc

Healthcare
7.61K
+ 1522.0%
$25.01 - $27.13 $190K - $206K
8.11K $206M
IBM
International Business Machines Corp

Technology
325
+ 8.69%
$217.4 - $264.74 $70.7K - $86K
4.07K $1.01B
PLTR
Palantir Technologies Inc.

Technology
1.74K
+ 58.0%
$64.98 - $124.62 $113K - $217K
4.74K $400M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.07%
$279.74 - $321.29 $839 - $964
4.51K $1.41B
AMGN
Amgen Inc

Healthcare
185
+ 30.83%
$258.59 - $327.36 $47.8K - $60.6K
785 $245M
VDE
Vanguard Energy ETF

ETFs
366
+ 11.22%
$119.14 - $132.76 $43.6K - $48.6K
3.63K $471M
UNH
Unitedhealth Group Inc

Healthcare
95
+ 16.41%
$461.52 - $548.18 $43.8K - $52.1K
674 $353M
WMB
Williams Companies, Inc.

Energy
484
+ 18.84%
$54.02 - $61.09 $26.1K - $29.6K
3.05K $182M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
610
+ 60.94%
$58.01 - $64.46 $35.4K - $39.3K
1.61K $100M
VOX
Vanguard Communication Service

ETFs
334
+ 25.69%
$147.73 - $169.24 $49.3K - $56.5K
1.63K $242M
Vanguard Core Bond ETF
423
+ 33.28%
N/A
1.69K $131M
CGCP
Capital Group Core Plus Income

ETFs
1.05K
+ 24.3%
$21.94 - $22.64 $22.9K - $23.7K
5.35K $120M
CSCO
Cisco Systems, Inc.

Technology
300
+ 13.65%
$58.74 - $64.87 $17.6K - $19.5K
2.5K $154M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.02%
$71.24 - $83.64 $71.2 - $83.6
5.38K $421M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
599
+ 43.91%
$36.63 - $37.45 $21.9K - $22.4K
1.96K $72.3M
EOG
Eog Resources Inc

Energy
1
+ 0.03%
$120.54 - $138.05 $121 - $138
3.56K $456M
CRWD
Crowd Strike Holdings, Inc.

Technology
35
+ 875.0%
$308.86 - $455.36 $10.8K - $15.9K
39 $13.8M
SNOW
Snowflake Inc.

Technology
81
+ 1012.5%
$146.16 - $192.78 $11.8K - $15.6K
89 $13M
ABT
Abbott Laboratories

Healthcare
4
+ 0.75%
$111.1 - $140.22 $444 - $561
540 $71.6M
CGMS
Capital Grp Core Plus Income E
333
+ 25.52%
N/A
1.64K $44.7M
PFG
Principal Financial Group Inc

Financial Services
9
+ 0.81%
$76.34 - $89.04 $687 - $801
1.13K $95M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
408
+ 24.27%
$20.7 - $21.15 $8.45K - $8.63K
2.09K $43.2M
XLE
Energy Sector Spdr

ETFs
20
+ 2.92%
$85.7 - $93.96 $1.71K - $1.88K
705 $65.9M
MSFT
Microsoft Corp

Technology
834
+ 12.53%
$375.39 - $447.2 $313K - $373K
7.49K $2.81B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3
+ 0.09%
$47.08 - $50.67 $141 - $152
3.17K $159M
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 0.22%
$112.81 - $126.16 $902 - $1.01K
3.68K $448M
VUSB
Vanguard Bd Index Fds
85
+ 24.78%
N/A
428 $21.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3
+ 0.1%
$25.69 - $26.89 $77.1 - $80.7
3.03K $81.5M
FTNT
Fortinet, Inc.

Technology
13
+ 3.13%
$92.49 - $114.57 $1.2K - $1.49K
429 $41.3M
CHK
Chesapeake Energy Corp

Energy
5
+ 20.83%
N/A
29 $3.23M
AZN
Astrazeneca PLC

Healthcare
4
+ 19.05%
$65.37 - $77.96 $261 - $312
25 $1.84M
HPE
Hewlett Packard Enterprise CO

Technology
57
+ 28.5%
$14.77 - $24.42 $842 - $1.39K
257 $3.97M
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.24%
$142.64 - $156.42 $428 - $469
1.23K $184M
BWA
Borgwarner Inc

Consumer Cyclical
4
+ 0.37%
$27.78 - $32.9 $111 - $132
1.09K $31.2M
CMCSA
Comcast Corp

Communication Services
2
+ 0.02%
$33.19 - $38.23 $66.4 - $76.5
9.02K $333M
META
Meta Platforms, Inc.

Communication Services
3
+ 0.16%
$576.36 - $736.67 $1.73K - $2.21K
1.93K $1.11B
CGGR
Capital Group Growth ETF Shs C

ETFs
8.52K
+ 8.04%
$33.98 - $39.84 $290K - $339K
114K $3.92B
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.08%
$84.5 - $105.05 $507 - $630
7.91K $695M
ORCL
Oracle Corp

Technology
2
+ 0.26%
$139.81 - $186.47 $280 - $373
763 $107M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.09%
$524.81 - $672.19 $525 - $672
1.11K $608M
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 19.25%
$154.33 - $206.19 $267K - $357K
10.7K $1.66B
AMD
Advanced Micro Devices Inc

Technology
4
+ 0.16%
$96.63 - $129.55 $387 - $518
2.57K $264M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.48%
$507.05 - $563.67 $5.58K - $6.2K
2.29K $1.18B
DFAU
Dimensional ETF Tr

ETFs
61
+ 0.18%
$37.84 - $42.29 $2.31K - $2.58K
34.8K $1.34B
Activity Summary
Buys All Purchases 102 New Holdings 45 Increased Positions 57 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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