Olistico Wealth, LLC New Holdings in Q2 2025

Olistico Wealth, LLC

  • $180 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
3.1K
New
$71.63 - $125.98 $222K - $391K
3.1K $380M
BAC
Bank Of America Corp

Financial Services
2.84K
New
$34.39 - $47.46 $97.8K - $135K
2.84K $135M
IQI
Invesco Quality Municipal Income Trust

Financial Services
11.7K
New
$9.09 - $9.79 $106K - $115K
11.7K $110M
STX
Seagate Technology Holdings PLC

Technology
470
New
$66.54 - $144.33 $31.3K - $67.8K
470 $67.8M
PDI
Pimco Dynamic Income Fund

Financial Services
3.45K
New
$17.02 - $19.87 $58.7K - $68.6K
3.45K $65.4M
VVR
Invesco Senior Income Trust

Financial Services
14K
New
$3.31 - $3.8 $46.3K - $53.2K
14K $53.2M
RF
Regions Financial Corp

Financial Services
2.19K
New
$18.34 - $23.52 $40.2K - $51.5K
2.19K $51.5M
WPC
W. P. Carey Inc.

Real Estate
735
New
$56.12 - $64.53 $41.2K - $47.4K
735 $45.8M
DFAX
Dimensional ETF Tr
1.54K
New
$23.37 - $29.39 $36K - $45.3K
1.54K $45.2M
LOW
Lowes Companies Inc

Consumer Cyclical
150
New
$210.83 - $235.28 $31.6K - $35.3K
150 $33.3M
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
1.47K
New
$15.82 - $16.65 $23.2K - $24.4K
1.47K $24.3M
OGE
Oge Energy Corp.

Utilities
536
New
$42.23 - $46.38 $22.6K - $24.9K
536 $23.8M
WY
Weyerhaeuser CO

Real Estate
831
New
$24.69 - $29.48 $20.5K - $24.5K
831 $21.3M
Gsk PLC Sponsored Adr
454
New
N/A
454 $17.4M
NEEPRR
Nextera Energy Inc Corporate U
250
New
N/A
250 $9.94M
VGIT
Vanguard Intermediate Term Tre

ETFs
163
New
$58.63 - $59.9 $9.56K - $9.76K
163 $9.75M
IEMG
Ishares Inc

ETFs
150
New
N/A
150 $9.01M
TLT
Ishares Barclays 20+ Year Trea

ETFs
70
New
$83.97 - $92.85 $5.88K - $6.5K
70 $6.18M
GILD
Gilead Sciences, Inc.

Healthcare
51
New
$96.91 - $113.0 $4.94K - $5.76K
51 $5.65M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14
New
$299.15 - $396.54 $4.19K - $5.55K
14 $5.55M
VOD
Vodafone Group Public LTD CO

Communication Services
500
New
$8.19 - $10.66 $4.09K - $5.33K
500 $5.33M
MPLX
Mplx LP

Energy
96
New
$46.68 - $53.89 $4.48K - $5.17K
96 $4.95M
VONG
Vanguard Russell 1000 Growth E

ETFs
44
New
$82.51 - $109.2 $3.63K - $4.8K
44 $4.81M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
50
New
$90.21 - $112.66 $4.51K - $5.63K
50 $4.56M
ORI
Old Republic International Corp

Financial Services
116
New
$35.25 - $39.79 $4.09K - $4.62K
116 $4.46M
PAYX
Paychex Inc

Industrials
29
New
$137.01 - $159.78 $3.97K - $4.63K
29 $4.22M
BP
Bp PLC

Energy
140
New
$26.11 - $33.81 $3.66K - $4.73K
140 $4.19M
JEF
Jefferies Financial Group Inc.

Financial Services
71
New
$41.06 - $56.09 $2.92K - $3.98K
71 $3.88M
IAU
Ishares Gold Trust

ETFs
57
New
$56.1 - $64.74 $3.2K - $3.69K
57 $3.56M
EWBC
East West Bancorp Inc

Financial Services
34
New
$71.03 - $101.75 $2.42K - $3.46K
34 $3.43M
EXC
Exelon Corp

Utilities
67
New
$42.2 - $47.37 $2.83K - $3.17K
67 $2.91M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
94
New
$22.66 - $26.12 $2.13K - $2.46K
94 $2.3M
HST
Host Hotels & Resorts, Inc.

Real Estate
137
New
$12.7 - $16.07 $1.74K - $2.2K
137 $2.1M
LAMR
Lamar Advertising CO

Real Estate
17
New
$102.35 - $121.67 $1.74K - $2.07K
17 $2.06M
ETR
Entergy Corp

Utilities
24
New
$79.01 - $86.61 $1.9K - $2.08K
24 $2M
NTR
Nutrien Ltd.

Basic Materials
34
New
$46.88 - $62.89 $1.59K - $2.14K
34 $1.98M
VTHR
Vanguard Russell 3000 ETF

ETFs
6
New
$218.71 - $272.75 $1.31K - $1.64K
6 $1.64M
Net Lease Office Properties Com
49
New
N/A
49 $1.6M
CMS
Cms Energy Corp

Utilities
23
New
$68.57 - $75.51 $1.58K - $1.74K
23 $1.59M
VGSH
Vanguard

ETFs
27
New
$58.32 - $58.95 $1.57K - $1.59K
27 $1.59M
CAG
Conagra Brands Inc.

Consumer Defensive
63
New
$20.4 - $26.78 $1.29K - $1.69K
63 $1.29M
RHI
Robert Half International Inc.

Industrials
29
New
$40.31 - $54.71 $1.17K - $1.59K
29 $1.19M
STAG
Stag Industrial, Inc.

Real Estate
32
New
$30.08 - $37.02 $963 - $1.18K
32 $1.16M
TTE
Total Energies Se

Energy
18
New
N/A
18 $1.11M
HLN
Haleon PLC

Healthcare
100
New
$9.27 - $11.41 $927 - $1.14K
100 $1.04M
EIX
Edison International

Utilities
19
New
$48.32 - $59.92 $918 - $1.14K
19 $980K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
New
$160.22 - $209.35 $481 - $628
3 $628K
MBLY
Mobileye Global Inc.
30
New
$11.77 - $18.44 $353 - $553
30 $539K
BTU
Peabody Energy Corp

Energy
39
New
$10.31 - $15.28 $402 - $596
39 $523K
Activity Summary
Buys All Purchases 166 New Holdings 50 Increased Positions 116 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 1
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