Holos Integrated Wealth LLC Incresed Positions in Q1 2025

Holos Integrated Wealth LLC

Stock	Shares change	Price Range	Shares Held
Legacy Ed Inc Com	719K + 239.78%	N/A	1.02M $7.31B
ONEY Spdr Ser Tr Russell 1000 Core ETFs	8.09K + 16.42%	$106.44 - $113.12 $861K - $915K	57.4K $6.27B
UCON First Tr ETF Viii Tcw Unconstr ETFs	25K + 4.9%	$24.5 - $24.95 $613K - $625K	536K $13.3B
BUFF Blue Buffalo Pet Products, Inc. Consumer Defensive	14.6K + 5.25%	$43.63 - $46.01 $635K - $669K	292K $12.9B
VEA Vanguard Ftse Developed Market ETFs	2.31K + 5.59%	$47.4 - $52.99 $109K - $122K	43.5K $2.21B
PLTR Palantir Technologies Inc. Technology	2.21K + 169.53%	$64.98 - $124.62 $144K - $276K	3.52K $297M
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	1.87K + 71.58%	$48.31 - $49.23 $90.4K - $92.1K	4.49K $221M
Anglogold Ashanti PLC Com Shs	2 + 1.96%	N/A	104 $3.84M
COP Conocophillips Energy	1 + 0.63%	$88.6 - $105.85 $88.6 - $106	161 $16.9M
PDI Pimco Dynamic Income Fund Financial Services	2 + 3.57%	$18.51 - $20.05 $37 - $40.1	58 $1.15M
IRM Iron Mountain Inc Real Estate	1 + 3.57%	$82.79 - $111.31 $82.8 - $111	29 $2.46M
DD Du Pont De Nemours, Inc. Basic Materials	2 + 0.06%	$72.7 - $84.32 $145 - $169	3.09K $230M
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	13.6K + 2.43%	$29.34 - $31.31 $400K - $427K	576K $17.1B
Innovator Nasdaq 100 Managed Floor	11K + 7.3%	N/A	162K $4.36B
VO Vanguard Mid Cap ETF ETFs	8 + 0.03%	$251.87 - $277.95 $2.01K - $2.22K	27.8K $7.18B

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