Holos Integrated Wealth LLC Purchases and Sells in Q2 2025

Holos Integrated Wealth LLC

$166 Billion
Q2 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFF	16.9K + 5.78%	$41.3 - $47.0 $697K - $793K	309K $14.8B
BUFR	5.69K + 0.99%	$27.3 - $31.8 $155K - $181K	582K $18.9B
FLTB	20.3K + 17.14%	$49.54 - $50.53 $1M - $1.02M	139K $6.99B
Innovator NASDAQ 100 Managed Floor	2.53K + 1.56%	N/A	164K $5.2B
FBCG	992 + 1.45%	$35.12 - $48.24 $34.8K - $47.9K	69.4K $3.55B
FBND	17.1K + 13.81%	$44.68 - $45.96 $766K - $788K	141K $6.47B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GILD	353 New	$96.91 - $113.0 $34.2K - $39.9K	353 $42.1M
FIDELITY ENHANCED MID CAP ETF	1.2K New	N/A	1.2K $41.6M
COREWEAVE INC COM CL A	310 New	N/A	310 $40.2M
LNG	40 New	$197.25 - $244.33 $7.89K - $9.77K	40 $9.23M
ASTS	50 New	$20.07 - $51.83 $1K - $2.59K	50 $2.33M
MBB	0 New	$91.41 - $94.22 $0 - $0	0 $19K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	-12.1K - 53.27%	$48.77 - $49.55 $591K - $601K	10.6K $525M
FIXD	-6.57K - 24.21%	$42.72 - $44.24 $281K - $291K	20.6K $902M
MINT	-2.45K - 38.58%	$100.04 - $100.54 $245K - $247K	3.91K $392M
UNH	-420 - 83.17%	$274.35 - $599.47 $115K - $252K	85 $21.3M
PLTR	-3.11K - 88.24%	$74.01 - $144.25 $230K - $448K	414 $77.3M
AAPL	-1.11K - 11.74%	$172.42 - $223.89 $191K - $249K	8.34K $1.91B

Activity Summary All Purchases 31 New Holdings 6 Increased Positions 25 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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