Holos Integrated Wealth LLC Sells in Q2 2025

Holos Integrated Wealth LLC

  • $166 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-12.1K
- 53.27%
$48.77 - $49.55 $591K - $601K
10.6K $525M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.57K
- 24.21%
$42.72 - $44.24 $281K - $291K
20.6K $902M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.45K
- 38.58%
$100.04 - $100.54 $245K - $247K
3.91K $392M
UNH
Unitedhealth Group Inc

Healthcare
-420
- 83.17%
$274.35 - $599.47 $115K - $252K
85 $21.3M
PLTR
Palantir Technologies Inc.

Technology
-3.11K
- 88.24%
$74.01 - $144.25 $230K - $448K
414 $77.3M
AAPL
Apple Inc.

Technology
-1.11K
- 11.74%
$172.42 - $223.89 $191K - $249K
8.34K $1.91B
VB
Vanguard Small Cap ETF

ETFs
-1.31K
- 12.18%
$193.73 - $237.37 $253K - $310K
9.42K $2.26B
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-9.49K
- 33.69%
$11.52 - $14.55 $109K - $138K
18.7K $269M
JPM
Jpmorgan Chase & CO

Financial Services
-836
- 22.21%
$210.28 - $289.91 $176K - $242K
2.93K $845M
XOM
Exxon Mobil Corp

Energy
-145
- 2.87%
$99.93 - $119.04 $14.5K - $17.3K
4.91K $524M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-1.97K
- 45.53%
$32.99 - $38.56 $64.9K - $75.9K
2.35K $92.3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-6.25K
- 1.17%
$24.48 - $24.9 $153K - $156K
530K $13.2B
CVX
Chevron Corp

Energy
-163
- 5.78%
$133.73 - $168.51 $21.8K - $27.5K
2.66K $412M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-2.24K
- 18.17%
$55.5 - $69.0 $124K - $154K
10.1K $715M
PAYX
Paychex Inc

Industrials
-204
- 11.95%
$137.01 - $159.78 $28K - $32.6K
1.5K $212M
FTCS
First Trust Capital Strength E

ETFs
-872
- 6.63%
$81.6 - $92.39 $71.2K - $80.6K
12.3K $1.13B
IVW
Ishares S&P 500 Growth ETF

ETFs
-532
- 55.59%
$82.96 - $110.1 $44.1K - $58.6K
425 $48.8M
IAU
Ishares Gold Trust

ETFs
-835
- 23.47%
$56.1 - $64.74 $46.8K - $54.1K
2.72K $174M
IBM
International Business Machines Corp

Technology
-94
- 7.27%
$221.03 - $294.78 $20.8K - $27.7K
1.2K $290M
FVD
First Tr Value Line Divid Inde

ETFs
-1.09K
- 5.2%
$40.62 - $45.12 $44.3K - $49.2K
19.9K $904M
ABBV
Abb Vie Inc.

Healthcare
-72
- 7.97%
$170.16 - $206.27 $12.3K - $14.9K
831 $164M
LMT
Lockheed Martin Corp

Industrials
-26
- 4.1%
$430.82 - $486.45 $11.2K - $12.6K
608 $259M
MDT
Medtronic PLC

Healthcare
-189
- 87.1%
$80.68 - $88.86 $15.2K - $16.8K
28 $2.6M
FTGC
First Trust Global Tactical CO

ETFs
-588
- 71.97%
$23.09 - $25.91 $13.6K - $15.2K
229 $5.67M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-168
- 28.57%
$90.56 - $109.49 $15.2K - $18.4K
420 $46.6M
KO
Coca Cola CO

Consumer Defensive
-192
- 32.43%
$68.37 - $73.9 $13.1K - $14.2K
400 $28.1M
OMC
Omnicom Group Inc.

Communication Services
-151
- 65.65%
$69.22 - $79.77 $10.5K - $12K
79 $5.76M
PEP
Pepsico Inc

Consumer Defensive
-70
- 12.68%
$128.02 - $151.37 $8.96K - $10.6K
482 $70.1M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-438
- 5.48%
$32.97 - $35.53 $14.4K - $15.6K
7.55K $270M
PFE
Pfizer Inc

Healthcare
-311
- 31.64%
$21.59 - $24.84 $6.71K - $7.73K
672 $16.5M
QCOM
Qualcomm Inc

Technology
-48
- 52.75%
$124.66 - $159.48 $5.98K - $7.66K
43 $6.35M
IEFA
Ishares Tr

ETFs
-212
- 16.38%
$67.83 - $84.09 $14.4K - $17.8K
1.08K $91.5M
NEE
Nextera Energy Inc

Utilities
-52
- 57.78%
$64.11 - $75.0 $3.33K - $3.9K
38 $2.75M
IEMG
Ishares Inc

ETFs
-139
- 18.48%
N/A
613 $37.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-22
- 5.76%
$210.83 - $235.28 $4.64K - $5.18K
360 $86.8M
ETN
Eaton Corp PLC

Industrials
-85
- 26.15%
$246.52 - $356.99 $21K - $30.3K
240 $87.1M
URTH
Ishares Msci World ETF

ETFs
-154
- 10.7%
$136.3 - $169.38 $21K - $26.1K
1.29K $223M
AVGO
Broadcom Inc.

Technology
-160
- 35.56%
$146.29 - $275.65 $23.4K - $44.1K
290 $88.4M
DIS
Walt Disney CO

Communication Services
-82
- 3.89%
$81.72 - $124.01 $6.7K - $10.2K
2.03K $228M
HYLS
First Tr Tactical High Yield L

ETFs
-488
- 0.27%
$39.8 - $41.84 $19.4K - $20.4K
182K $7.61B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-165
- 0.14%
$38.18 - $45.52 $6.3K - $7.51K
115K $5.2B
VUG
Vanguard Growth ETF

ETFs
-275
- 7.42%
$329.49 - $438.4 $90.6K - $121K
3.43K $1.58B
MSFT
Microsoft Corp

Technology
-81
- 4.68%
$354.56 - $497.45 $28.7K - $40.3K
1.65K $861M
NVDA
Nvidia Corp

Technology
-690
- 14.06%
$94.31 - $157.99 $65.1K - $109K
4.22K $771M
IWL
Ishares Tr Russell 200 ETF

ETFs
-93
- 0.25%
$122.36 - $153.12 $11.4K - $14.2K
37.1K $5.88B
Legacy Ed Inc Com
-16K
- 1.57%
N/A
1M $10.9B
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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