Olistico Wealth, LLC New Holdings in Q1 2025

Olistico Wealth, LLC

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VPU
Vanguard Utilities ETF

ETFs
309
New
$161.24 - $173.33 $49.8K - $53.6K
309 $52.8M
VFH
Vanguard Financial ETF

ETFs
431
New
$114.07 - $127.34 $49.2K - $54.9K
431 $51.5M
DAL
Delta Air Lines, Inc.

Industrials
1.09K
New
$43.6 - $69.06 $47.3K - $74.9K
1.09K $47.3M
VNQ
Vanguard Specialized Funds Van

ETFs
487
New
$85.55 - $94.34 $41.7K - $45.9K
487 $44.1M
VAW
Vanguard Materials ETF

ETFs
223
New
$185.71 - $202.46 $41.4K - $45.1K
223 $42.1M
CVS
Cvs Health Corp

Healthcare
290
New
$44.22 - $68.64 $12.8K - $19.9K
290 $19.6M
NFLX
Netflix Inc

Communication Services
21
New
$828.4 - $1058.6 $17.4K - $22.2K
21 $19.6M
FITB
Fifth Third Bancorp

Financial Services
453
New
$37.48 - $44.96 $17K - $20.4K
453 $17.8M
CEG
Constellation Energy Corp

Utilities
59
New
$201.63 - $347.44 $11.9K - $20.5K
59 $11.9M
ECLN
First Tr Exchange Traded Fd Iv

ETFs
325
New
$28.78 - $30.72 $9.35K - $9.98K
325 $9.97M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
155
New
$59.79 - $67.15 $9.27K - $10.4K
155 $9.39M
ECL
Ecolab Inc.

Basic Materials
35
New
$229.72 - $269.82 $8.04K - $9.44K
35 $8.87M
South Bow Corp Com
280
New
N/A
280 $7.15M
Super Micro Computer Inc Com New
200
New
N/A
200 $6.85M
XEL
Xcel Energy Inc

Utilities
71
New
$63.37 - $72.1 $4.5K - $5.12K
71 $5.03M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
57
New
$51.52 - $52.37 $2.94K - $2.99K
57 $2.99M
CNQ
Canadian Natural Resources LTD

Energy
96
New
$26.72 - $32.74 $2.57K - $3.14K
96 $2.96M
EVRG
Evergy, Inc.

Utilities
41
New
$59.9 - $69.52 $2.46K - $2.85K
41 $2.83M
IEF
Ishares Barclays

ETFs
27
New
$91.17 - $95.39 $2.46K - $2.58K
27 $2.58M
IDEV
Ishares Core Msci Intl Develop

ETFs
30
New
$63.77 - $71.36 $1.91K - $2.14K
30 $2.07M
SAP
Sap Se

Technology
6
New
$241.4 - $293.69 $1.45K - $1.76K
6 $1.61M
VGLT
Vanguard Long Term Treasury Et

ETFs
27
New
$53.99 - $58.43 $1.46K - $1.58K
27 $1.56M
MBB
Ishares Tr

ETFs
16
New
$90.37 - $94.08 $1.45K - $1.51K
16 $1.5M
WM
Waste Management Inc

Industrials
6
New
$200.54 - $233.78 $1.2K - $1.4K
6 $1.39M
SNX
Td Synnex Corp

Technology
12
New
$103.96 - $144.69 $1.25K - $1.74K
12 $1.25M
RELX
Relx PLC

Communication Services
22
New
$45.34 - $51.91 $997 - $1.14K
22 $1.11M
FISV
Fiserv Inc

Technology
5
New
N/A
5 $1.1M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
20
New
$49.67 - $51.43 $993 - $1.03K
20 $1.02M
AER
Aer Cap Holdings N.V.

Industrials
10
New
$94.11 - $105.78 $941 - $1.06K
10 $1.02M
SCHO
Schwab Short Term Us Treasury

ETFs
41
New
$24.1 - $24.34 $988 - $998
41 $998K
SJNK
Spdr Bloomberg Short Term High

ETFs
39
New
$25.08 - $25.64 $978 - $1K
39 $981K
SONY
Sony Group Corp

Technology
36
New
$19.88 - $25.64 $716 - $923
36 $914K
RY
Royal Bank Of Canada

Financial Services
8
New
$108.81 - $123.4 $870 - $987
8 $902K
VRSK
Verisk Analytics, Inc.

Industrials
3
New
$268.63 - $301.33 $806 - $904
3 $893K
RACE
Ferrari N.V.

Consumer Cyclical
2
New
$413.73 - $508.15 $827 - $1.02K
2 $847K
TTWO
Take Two Interactive Software Inc

Communication Services
4
New
$178.61 - $217.95 $714 - $872
4 $829K
NOW
Service Now, Inc.

Technology
1
New
$783.83 - $1170.39 $784 - $1.17K
1 $796K
NDAQ
Nasdaq, Inc.

Financial Services
9
New
$72.17 - $83.76 $650 - $754
9 $683K
CNXC
Concentrix Corp

Technology
12
New
$42.45 - $65.04 $509 - $780
12 $668K
SPG
Simon Property Group Inc

Real Estate
3
New
$159.48 - $187.78 $478 - $563
3 $498K
ZTS
Zoetis Inc.

Healthcare
3
New
$156.48 - $175.67 $469 - $527
3 $494K
CRH.L
Crh PLC

Basic Materials
5
New
N/A
5 $440K
SRE
Sempra Energy

Utilities
6
New
$67.85 - $87.67 $407 - $526
6 $428K
SYK
Stryker Corp

Healthcare
1
New
$355.18 - $399.9 $355 - $400
1 $372K
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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