Olistico Wealth, LLC has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 303 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $14.7B, Apple Inc. with a value of $13.5B, Vanguard Total Stock Market Et with a value of $10.9B, Vanguard Information Technolog with a value of $8.83B, and Vanguard Value ETF with a value of $7.73B.
Examining the 13F form we can see an increase of $18.2B in the current position value, from $139B to 157B.
Olistico Wealth, LLC is based out at Tulsa, OK
Below you can find more details about Olistico Wealth, LLC portfolio as well as his latest detailed transactions.