Olistico Wealth, LLC Sells in Q2 2025

Olistico Wealth, LLC

  • $180 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
-12.8K
- 57.54%
$104.34 - $138.68 $1.33M - $1.77M
9.44K $1.31B
LLY
Eli Lilly & CO

Healthcare
-1.07K
- 29.9%
$713.71 - $898.95 $762K - $960K
2.5K $1.95B
ALL
Allstate Corp

Financial Services
-1.98K
- 87.76%
$180.53 - $212.64 $357K - $421K
276 $55.6M
FDX
Fedex Corp

Industrials
-1.34K
- 61.05%
$198.07 - $245.17 $265K - $329K
855 $194M
CMCSA
Comcast Corp

Communication Services
-7.99K
- 88.59%
$32.84 - $36.72 $262K - $294K
1.03K $36.7M
JNJ
Johnson & Johnson

Healthcare
-1.58K
- 44.49%
$146.36 - $159.82 $232K - $253K
1.97K $302M
CB
Chubb LTD

Financial Services
-889
- 81.63%
$274.32 - $302.46 $244K - $269K
200 $57.9M
EOG
Eog Resources Inc

Energy
-1.9K
- 53.33%
$104.61 - $129.97 $199K - $247K
1.66K $199M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-445
- 89.9%
$390.26 - $489.06 $174K - $218K
50 $20.3M
AMGN
Amgen Inc

Healthcare
-685
- 87.26%
$262.28 - $309.85 $180K - $212K
100 $27.9M
MRK
Merck & Co., Inc.

Healthcare
-1.78K
- 29.34%
$73.47 - $87.12 $131K - $155K
4.28K $339M
PFE
Pfizer Inc

Healthcare
-7.46K
- 91.99%
$21.59 - $24.84 $161K - $185K
650 $15.8M
SCHW
Schwab Charles Corp

Financial Services
-2.79K
- 51.78%
$69.06 - $91.24 $192K - $254K
2.59K $237M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.33K
- 75.52%
$63.54 - $68.5 $148K - $160K
756 $51M
UNH
Unitedhealth Group Inc

Healthcare
-35
- 5.19%
$274.35 - $599.47 $9.6K - $21K
639 $199M
NVO
Novo Nordisk A S

Healthcare
-2.21K
- 74.51%
$58.08 - $81.05 $128K - $179K
755 $52.1M
HP
Helmerich & Payne, Inc.

Energy
-500
- 3.98%
$15.16 - $26.78 $7.58K - $13.4K
12.1K $183M
CASY
Caseys General Stores Inc

Consumer Cyclical
-555
- 25.6%
$415.82 - $510.91 $231K - $284K
1.61K $823M
VHT
Vanguard Health Care ETF

ETFs
-137
- 2.89%
$236.71 - $261.92 $32.4K - $35.9K
4.61K $1.14B
CVX
Chevron Corp

Energy
-59
- 1.7%
$133.73 - $168.51 $7.89K - $9.94K
3.42K $490M
VDE
Vanguard Energy ETF

ETFs
-333
- 9.18%
$105.87 - $130.56 $35.3K - $43.5K
3.3K $393M
VTV
Vanguard Value ETF

ETFs
-1.39K
- 3.02%
$153.67 - $176.74 $213K - $245K
44.6K $7.88B
VDC
Vanguard Consumer Staples ETF

ETFs
-212
- 9.04%
$204.89 - $224.73 $43.4K - $47.6K
2.13K $467M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.62K
- 53.45%
$26.18 - $26.93 $42.4K - $43.6K
1.41K $37.6M
MDT
Medtronic PLC

Healthcare
-351
- 61.47%
$80.68 - $88.86 $28.3K - $31.2K
220 $19.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-264
- 11.53%
$456.74 - $568.03 $121K - $150K
2.03K $1.15B
WMB
Williams Companies, Inc.

Energy
-495
- 16.21%
$54.33 - $62.87 $26.9K - $31.1K
2.56K $161M
VOX
Vanguard Communication Service

ETFs
-334
- 20.44%
$133.12 - $171.03 $44.5K - $57.1K
1.3K $222M
XLE
Energy Sector Spdr

ETFs
-60
- 8.51%
$76.44 - $94.13 $4.59K - $5.65K
645 $54.7M
MO
Altria Group, Inc.

Consumer Defensive
-123
- 19.25%
$55.56 - $60.91 $6.83K - $7.49K
516 $30.3M
TPL
Texas Pacific Land Corp

Energy
-2
- 9.52%
$1036.28 - $1430.55 $2.07K - $2.86K
19 $20.1M
INTC
Intel Corp

Technology
-300
- 60.0%
$18.13 - $22.69 $5.44K - $6.81K
200 $4.48M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-74
- 50.68%
$81.46 - $94.63 $6.03K - $7K
72 $6.81M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-132
- 26.83%
$45.11 - $52.34 $5.95K - $6.91K
360 $18.8M
DHR
Danaher Corp

Healthcare
-15
- 5.02%
$174.64 - $205.16 $2.62K - $3.08K
284 $56.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-221
- 24.94%
$19.1 - $23.83 $4.22K - $5.27K
665 $15.8M
UPS
United Parcel Service Inc

Industrials
-11
- 12.79%
$91.92 - $110.2 $1.01K - $1.21K
75 $7.57M
HPE
Hewlett Packard Enterprise CO

Technology
-57
- 22.18%
$12.51 - $20.45 $713 - $1.17K
200 $4.09M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-9
- 0.46%
$35.3 - $37.51 $318 - $338
1.95K $73.3M
QUBT
Quantum Computing Inc.

Technology
-13
- 10.32%
$5.87 - $21.22 $76.3 - $276
113 $2.17M
ABT
Abbott Laboratories

Healthcare
-4
- 0.74%
$123.95 - $138.08 $496 - $552
536 $72.9M
MU
Micron Technology Inc

Technology
-15
- 13.39%
$64.72 - $127.91 $971 - $1.92K
97 $12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-4
- 2.58%
$141.37 - $228.57 $565 - $914
151 $34.2M
Ge Vernova Inc Com
-27
- 23.89%
N/A
86 $45.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3
- 0.13%
$74.88 - $91.97 $225 - $276
2.29K $210M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-21
- 4.07%
$320.42 - $421.7 $6.73K - $8.86K
495 $210M
VO
Vanguard Mid Cap ETF

ETFs
-33
- 2.01%
$228.54 - $279.83 $7.54K - $9.23K
1.61K $450M
DFAT
Dimensional ETF Tr U S Target

ETFs
-50
- 0.38%
$44.8 - $53.97 $2.24K - $2.7K
13.2K $713M
VIS
Vanguard Industrial ETF

ETFs
-186
- 6.9%
$220.04 - $280.07 $40.9K - $52.1K
2.51K $703M
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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