Olistico Wealth, LLC Portfolio Holdings
Olistico Wealth, LLC
- $157 Billion
- Q2 2024
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.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 303
- Current Value $157 Billion
- Prior Value $139 Billion
- Filing
- Period Q2 2024
- Filing Date July 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 203 stocks
- Additional Purchases 50 stocks
- Sold out of 0 stocks
- Reduced holdings in 28 stocks